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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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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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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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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
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4Q15 EPS Post-Mortem For Internet/Interactive Media Sectors
We’ve put together a quick post-mortem of how our coverage of companies performed in 4Q15, relative to expectations
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Similar Web - Key Takeaways On Global Mobile Trends
Yesterday, we hosted a meeting with Similar Web in San Francisco to discuss key trends in the mobile app sector
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Bubble Jeopardy 2.0: Leading Indicators That The Private Tech Market May Be Topping
We’re in a bubble for private companies, and the bubble is in trouble. MSUSA’s Technology & REITs teams collaborated to come up with insights about today’s technology market
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2016 Biotech Preview: TSRO Our Top Pick; Pricing, Immuno-Onc Trends to Continue
Our top biotech pick for 2016 is TSRO. We like VARUBI's chances of success and think two data readouts in 1H16 for the PARP inhibitor niraparib could be even larger catalysts for the stock
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Mizuho Mobile Market Survey 2.0
In June 2015, we conducted our first mobile survey of U.S. smartphone users, and came away with some interesting takeaways