Insights from Mizuho Americas
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Category: Research
Gamers Gonna Game! Gamer Survey Suggests Strength In Gaming Trends
We conducted a survey of 800 console gamers in the U.S.and found the overall gaming market robust
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Category: Research
Mizuho's 2016 E3 Guide for Gamers & Investors
Next week we will be joining the gaming world at E3 in Los Angeles. While some have claimed that this E3 will probably be uneventful, we believe that the focus will be around the quality of games, new IP, and new platforms like VR and eSports
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Category: Research
A Global Analysis of the Apple Ecosystem: India's Not China, But AAPL's Still Tasty - Buy
After analyzing Apple's current situation and evaluating its potential in India, we think there are no easy solutions in the near-term
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Category: Research
Mizuho Mobile Market Survey 3.0
In May 2016, we conducted our third mobile survey of U.S. smartphone users, and came away with some interesting takeaways
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Category: Research
Preliminary iPhone SE Teardown: Full RF Content in a Value Phone
We take a look at a preliminary teardown of the newly released iPhone SE
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Category: Research
Preview: A Look at the China Handset Market and Telco Spend with Huawei
We are hosting a call with Huawei. Huawei is a key leader in the China Telco switch and router market with almost 80% share, and in the global carrier Telco market with 20-30% share
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Category: Research
Neutral Takeaways from GameStop's F4Q16 Earnings
We would like to highlight some key takeaways from GameStop's 4Q earnings on March 24, 2016 for the quarter ending January 2016 as they pertain to our Interactive Entertainment coverage universe
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Category: Research
A 3D-NAND and SSD Industry Update, and the HDD Roadmap
We believe increasing NAND supply will be a drag on the HDD industry, which is facing challenges with weak PC demand, a flat high performance market, and margin headwinds such as Toshiba
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Category: Research
RampUp! 2016 Key Data Takeaways: FB Takes the Cake
We attended the LiveRamp RampUp! 2016 conference in San Francisco. The conference had ~1,800 attendees including Facebook, Google, Adobe, Pubmatic, Turn, Yahoo, Tivo, Rakuten, Citigroup, Macy’s, and others