Information has been released about suspicious activity by RT, Viber and Tik Tok. These applications were tracked by researchers Talal Haj Bakry and Tommy Musk. In order to do their research, these two researchers used the IOS developer’s standard tools to track the behavior of the most used messengers and clients of news services and social networks for iPhone and iPad.
A patent has been found from Apple describing the design of the iPhone in a completely glass case. According to the Apple Insider portal the document refers to a device that may seem to be made of a single piece of glass, although in reality it may consist of several pieces connected together.
According to the information from the patent, an iPhone can have transparent side ends and the back panel, which will allow you to equip the smartphone with additional screens that will be visible from the side and back; moreover, these screens, as indicated in the patent, can be touch-sensitive (thus, perhaps, the usual buttons will be replaced by touch areas).
Larry Tesler, creator of the cut, copy and paste functions, died Monday of this week at 74 years old. The former Xerox employee was famously poached by Apple during its early stages before working for Amazon and Yahoo. Lawrence Gordon Tesler studied computer science at Stanford University and, after graduating, he ventured into investigating artificial intelligence, as well as the interaction between computers and people.
A smartwatch is a wrist-worn wearable device which provides functions far beyond those of a traditional wristwatch. The Global Smartwatch Market was valued $10.22 Bn in 2017 and is expected to reach $56.32 Bn by 2026, at a CAGR of 23.78 % during a forecast period.
This week, Durig’s weekly bond review takes another look at a Canadian company that focuses on children’s content and brands. You may not have heard of WildBrain (formerly DHX Media), but you may know some of its beloved characters, which includes the Peanuts gang, Teletubbies, Inspector Gadget and the Degrassi franchise. WildBrain released its first quarter results for fiscal year 2020 (three months ending September 30, 2019). The company’s wildly successful YouTube Channel, WildBrain Spark, has continued its outstanding growth from the past few quarters. Along with the great news on WildBrain Spark, there were other wins in the quarter as well (see bullets above).
The broadcast of NBA games in China was suspended, and an event prior to a preseason game was canceled, following a tweet by a general manager about Hong Kong. Meanwhile, China’s state-run press accuses Apple of supporting the “agitators” by way of a mobile app.
The global building automation system market grew 7% in 2018 to total ~ $35 billion, registering an upward spiral from ~ $33 billion in 2017, according to the new research study by Future Market Insights (FMI). Schneider Electric SE, ABB, Siemens AG, Johnson Controls Inc., and Honeywell International Inc. remain the top 5 players in the building automation market, commanding nearly 40% of the global market share.
After a good deal of anticipation, the U.S. Department of Justice announced Tuesday it was opening a broad and sweeping antitrust review of some of Big Tech’s biggest firms. While the department didn’t mention any names, the Wall Street Journal reported it was acting on “new Washington threats” from Amazon, Apple, Facebook, and Google. It is the boldest action yet against the Silicon Valley giants, and comes off the heels of a rocky week on Capitol Hill. The announcement is sure to attract praise from the likes of both Sens. Ted Cruz (R-TX) and Elizabeth Warren (D-MA)— for different reasons.
This rarely happens: Apple has improved one of its MacBooks while lowering its price. Another was upgraded by an omission, and a third was removed from the offer.
The so-called back-to-school season is just beginning in the USA. The term refers to the time at the end of summer vacation, when students cover themselves with new material for the coming school year or semester. US corporations always accompany these times with special discounts – and sometimes with new products. Apple launches its back-to-school program this year with updates for its most affordable MacBooks.
(all price quotes are in Canadian Dollars, CAD)
This week, Durig Capital looks at a company that focuses on children’s content and brands. DHX Media (TSX: DHX; NASDAQ: DHXM) is the company behind such well-known names as Peanuts, Teletubbies, Inspector Gadget and the Degrassi franchise. With children spending more time viewing content not only through traditional television and cable, but also on various devices with online streaming capabilities, DHX is looking to optimize its proprietary children’s content through various channels. Having acquired the rights to the Peanuts brand a few years ago, the company is now starting to realize revenues from this iconic brand through licensing agreements with retailers like Lands’ End, Baskin Robbins, Tupperware, Levi’s and Macy’s just to name a few.
- iPhone installed base is now over 900 million, adding almost 75 million over the past year. Predictions were that the iPhone installed base would hit one billion by the end of 2018, for instance. Apple may have missed that estimate, but it did grow the iPhone installed base by 9% over the past year.
- Apple Subscription – Over the last four quarters, its sales of apps, movies, games, Apple Music, AppleCare, iCloud subscriptions, and Apple Pay fees have generated roughly $39.6 billion for the company, with a 62% margin in the most recent quarter.
- Endeavor currently offers streaming for the NFL, NBA, UFC, and Euroleague. In announcing the launch, the newly formed division has added new clients WWE and their WWE Network, one of the largest sports-entertainment OTT platforms in the world.
- Samsung Electronics dramatically cut its guidance for fourth-quarter profits Tuesday as demand falls for its memory chips and smartphones. The world’s biggest smartphone maker said it expects to see an operating profit of $9.7 billion, down nearly 29 percent from last year. Analysts had been expecting profits of more than $13.5 billion.
- LG – The world’s second largest TV manufacturer has forecasted profit of just 75.3bn won (£52.5m) for the three months to December last year, which is also an 80 per cent drop from analyst estimates of 387bn won by Refinitiv. LG pulled in 336.8bn won in the fourth quarter of 2017.
- Tesla came in pretty close to delivery and production expectations, but close is no longer good enough to win the cigar. The stock closed Monday at about $10 off (about 3%) its consensus price target, indicating that it may still be overvalued.
- What does the Apple shortfall mean for other U.S. corporations? China has been a golden goose in recent years for many American brands pursuing growth through global expansion. Starbucks’ 3,000-plus cafes dominate the coffee-shop market there, with more than 50% of market share. Similarly, the success of GM’s Buick and Cadillac, as well as cars produced by its local joint ventures such as Baojun, have made China the automaker’s largest retail market
- Nike executives remain bullish about the retailer’s growth in China, saying that the company has not seen any impact on sales in China despite trade tensions. We are bullish about our potential to deliver strong, sustainable growth in China.
- Fed Chairman Jerome Powell sparked a huge stock market rally after he delivered just the message investors wanted to hear — that the Fed will be flexible on policy and it is in no hurry to raise interest rates. The central bank’s balance sheet wind-down was on “autopilot.” He reversed that impression and reassured investors Friday that the Fed would be flexible with all of its policy tools, including the balance sheet.
- The Federal Reserve’s pledge to be more “patient” with its interest rate hikes erased one of the biggest obstacles to a stock market rally that went on for much of President Donald Trump’s time in office.
- The central bank “will be patient” as it weighs future interest rate hikes in light of low inflation, adding that policymakers will also take into account recent stock market volatility. Powell seemed to deliberately convey a more cautious approach to rate hikes this year than he did during a news conference last month after the Fed raised rates for a fourth time in 2018.
- Federal Reserve Chairman Jerome Powell said Friday he would not resign from his post if President Donald Trump asked him to. Powell also said he had not received any direct communication from the White House about unhappiness with the central bank’s rate policy, and no meeting with Trump has been scheduled.
- A further step by China’s central bank late Friday to secure liquidity to the slowing economy may also help assuage concerns. Apple Inc. last week cut its revenue outlook for the first time in almost two decades, citing weakness in China’s economy as one of the reasons. U.S. and Chinese officials will begin trade negotiations on Monday in the hope of reaching a deal during a 90-day truce between President Donald Trump and his counterpart Xi Jinping.
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- We learned from Samsung’s soft sales of the Galaxy S9 through 2018 and Apple’s dramatically reduced forecast of iPhone revenues for the end of that year, it’s that most people who want a great smartphone already have one.
- Biggest miss in years. we believe Apple’s replacement rates are likely much more sensitive to the macro now that the company is approaching maximum market penetration for the iPhone.
- Never before has Apple faced such fierce competition from a multitude of rivals from around the globe, all vying for the lucrative premium smartphone market. Matching or exceeding Apple’s iPhone on hardware quality, these phones are arguably more capable, and often cheaper.
- Apple’s Siri pioneered voice computing on phones and remains a notable player in the market. But Siri has fallen far behind the competition, and Apple’s HomePod remains an also-ran in smart speakers as the company focuses on iPhones. These factors point to Siri likely being irrelevant in the upcoming market.
- One contrarian expects things to improve for Apple stock, saying the situation should stabilize in 2020 and EPS growth to resume. “The stock is now trading close to 10x our 2020 earnings expectation, a historic low in absolute and relative terms, and [we] see limited further downside to the stock.“
- Qualcomm just scored a major victory in its ongoing legal battle with Apple: the chipmaker won a preliminary injunction from a Chinese court that would ban the sale and import of many of Apple’s recent iPhone models in China, including the iPhone 6S, 6S Plus, 7, 7 Plus, 8, 8 Plus, and X.
- The market share for Apple’s iPhone in China has been shrinking for a little while. The back and forth over the patents isn’t likely to resolve itself soon. Qualcomm and Apple are fighting that battle on several fronts, including U.S. courts.
- China’s anger is growing over the arrest of a top Chinese tech executive wanted by the United States. What happens next will be decided Monday by a Canadian court. The company has said it was “not aware of any wrongdoing by Ms. Meng.”
- Chinese November trade data dwindles. China reported notably weaker than expected November exports and imports, which pointed to slower global and domestic demand and raised the possibility that Beijing may undertake more measures to boost growth.
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- The top 20 U.S. companies with the highest revenue exposure to China, according to Goldman Sachs. The three-month cease-fire in the trade war should offer a reprieve for United States companies that produce and sell in China also.
- Global markets surge on China-U.S. trade truce, dollar dips, yuan up. Most of us were hoping that we would come out of these discussions with no new tariffs and a pause, which is ultimately what we got
- Possibly imposing tariffs on mobile phones imported from China to the U.S., including the Apple iPhone. Trump, who happens to be an iPhone user himself (he actually has a pair at his disposal 24/7) Trump claims U.S. consumers would be able to financially handle a 10% tariff on the iPhone.
- The truce in the trade dispute between the U.S. and China should boost financial markets, at least through the year’s end. The stock market’s recent wild gyrations likely will persist as the two countries strain to reach a permanent accord.
- Caterpillar rose 2.4 percent and Boeing jumped 2.9 percent. Chip stocks which have operations in China and a large amount of their sales in the country climbed with Micron and Nvidia each adding more than 2 percent.
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