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NicLHT88

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2021-06-28

????

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2021-06-27

Great!

5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021

2021-07-01

No limit of the top lines??

There’s No Limit to Facebook’s Growth Potential

2021-07-01

? ? ? Ok

NIO’s June Deliveries Were Impressive. It’s Good News for EV Makers.

2021-06-28

Wow

BlackBerry Revenue Struggle Continues

2021-06-28

Great

The Outlook of Coupang Stock Is Quite Strong

2021-06-28

?

Apple Explores Bigger iPads and Reshuffles Its Car Team

Go to Tiger App to see more news

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Yet many","content":"<p>Unless, of course, the government wins out</p>\n<p><b>Facebook</b>(NASDAQ:<b><u>FB</u></b>) is worth almost $1 trillion. Yet many people — even investors in FB stock —still don’t know&nbsp;what exactly it is.</p>\n<p>They think it’s a service or a collection of services. Facebook is the world’s free communication system. Facebook does everything&nbsp;<b>AT&amp;T</b>(NYSE:<b><u>T</u></b>) once promised to do, and it does it all for free.</p>\n<p>What’s more, Facebook has done more to open the world and bring new people to the global economy than any company ever. Rather than celebrate this success, intellectuals seem intent on destroying it. Otherwise the company would be worth even more.</p>\n<p><b>The March to a Trillion</b></p>\n<p>I wrote in January that&nbsp;it was time to buy Facebook stock. Since then, FB stock is up 35.5%, quadrupling the gain of the average&nbsp;<b>Nasdaq</b>&nbsp;stock.</p>\n<p>At $352 per share (down from its intraday high of $355) it’s worth $987 billion. That’s about 10 times this year’s expected $94 billion in revenue but just 30 times earnings. By way of comparison,<b>Microsoft</b>(NASDAQ:<b><u>MSFT</u></b>), worth $2.04 trillion, sells for 37 times earnings.</p>\n<p>Facebook is worth the price because it brings about one-third of its revenue to the net income line. It continues to grow at 18% per year, at scale. At the end of March, it had nearly $65 billion of cash and short-term investments in the bank. Long-term debt was $11 billion. Free cash flow during the most recent quarter came to almost $8 billion. This was true even after putting&nbsp;nearly $4.3 billion&nbsp;into capital investment.</p>\n<p><b>The Secret Sauce</b></p>\n<p>It’s capital investment that’s Facebook’s secret sauce. No company is doing as many different things to bring the world together&nbsp;as Facebook.</p>\n<p>Facebook now has&nbsp;15 data centers: 10 in the U.S., four in Europe and one in Singapore. It has&nbsp;its own network of fiber cables, which it sells&nbsp;as a “middle mile”&nbsp;to other companies. It’s building a fiber cable&nbsp;around Africa. Furthermore, it recently announced two new cables&nbsp;between North America and Singapore.</p>\n<p>This was made possible by Facebook’s free services and ad network, which supplied the necessary cash flow. But it was also made possible by CEO Mark Zuckerberg’s decision to commit to the cloud a decade ago, and by Facebook engineering. Facebook sponsors the&nbsp;Open Compute Project&nbsp;to drive down cloud costs and the&nbsp;Telecom Infra Project&nbsp;meant to cut networking costs.</p>\n<p>These are open-source projects, open to all. Other companies can do exactly what Facebook is doing. AT&amp;T can copy Facebook. They don’t have to reinvent anything.</p>\n<p><b>The Opponents</b></p>\n<p>For decades, AT&amp;T promised Americans universal broadband. It took billions of dollars in government subsidy based on this promise. It also broke itself with debts that, in March, were over $150 billion.</p>\n<p>Facebook has never taken a government subsidy. It has enough cash to clear all its debt. Yet it has done everything AT&amp;T once promised to do, and on a global basis.</p>\n<p>Guess which company American policymakers now favor? AT&amp;T. This, despite the fact that AT&amp;T is&nbsp;lobbying against proposals&nbsp;to subsidize fiber to homes. Pro-AT&amp;T writers insist it’s Facebook that’s subsidized, not AT&amp;T. This is because Section 230 of the Communications Act&nbsp;holds it harmless&nbsp;from speech made on its network, just as it did on AT&amp;T phone calls for decades.</p>\n<p><b>The Bottom Line on FB Stock</b></p>\n<p>The only threat to Facebook’s growth is government.</p>\n<p>Lobbyists were shocked by a recent anti-trust decision that&nbsp;went Facebook’s way. They now want&nbsp;a digital regulatory agency&nbsp;to rein it in.</p>\n<p>Facebook’s purchase of a startup called Kustomer, which makes&nbsp;customer service tools, is still being&nbsp;held up.</p>\n<p>Facebook isn’t software so much as it is hardware and networking. Its software lets it offer communication to the world, free, all paid for with cash. It’s capital spending, not some nefarious plot, that made Facebook a trillionaire.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>There’s No Limit to Facebook’s Growth Potential</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThere’s No Limit to Facebook’s Growth Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 17:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/fb-stock-theres-no-limit-to-facebooks-growth-potential/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Unless, of course, the government wins out\nFacebook(NASDAQ:FB) is worth almost $1 trillion. Yet many people — even investors in FB stock —still don’t know what exactly it is.\nThey think it’s a service...</p>\n\n<a href=\"https://investorplace.com/2021/06/fb-stock-theres-no-limit-to-facebooks-growth-potential/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://investorplace.com/2021/06/fb-stock-theres-no-limit-to-facebooks-growth-potential/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117904279","content_text":"Unless, of course, the government wins out\nFacebook(NASDAQ:FB) is worth almost $1 trillion. Yet many people — even investors in FB stock —still don’t know what exactly it is.\nThey think it’s a service or a collection of services. Facebook is the world’s free communication system. Facebook does everything AT&T(NYSE:T) once promised to do, and it does it all for free.\nWhat’s more, Facebook has done more to open the world and bring new people to the global economy than any company ever. Rather than celebrate this success, intellectuals seem intent on destroying it. Otherwise the company would be worth even more.\nThe March to a Trillion\nI wrote in January that it was time to buy Facebook stock. Since then, FB stock is up 35.5%, quadrupling the gain of the average Nasdaq stock.\nAt $352 per share (down from its intraday high of $355) it’s worth $987 billion. That’s about 10 times this year’s expected $94 billion in revenue but just 30 times earnings. By way of comparison,Microsoft(NASDAQ:MSFT), worth $2.04 trillion, sells for 37 times earnings.\nFacebook is worth the price because it brings about one-third of its revenue to the net income line. It continues to grow at 18% per year, at scale. At the end of March, it had nearly $65 billion of cash and short-term investments in the bank. Long-term debt was $11 billion. Free cash flow during the most recent quarter came to almost $8 billion. This was true even after putting nearly $4.3 billion into capital investment.\nThe Secret Sauce\nIt’s capital investment that’s Facebook’s secret sauce. No company is doing as many different things to bring the world together as Facebook.\nFacebook now has 15 data centers: 10 in the U.S., four in Europe and one in Singapore. It has its own network of fiber cables, which it sells as a “middle mile” to other companies. It’s building a fiber cable around Africa. Furthermore, it recently announced two new cables between North America and Singapore.\nThis was made possible by Facebook’s free services and ad network, which supplied the necessary cash flow. But it was also made possible by CEO Mark Zuckerberg’s decision to commit to the cloud a decade ago, and by Facebook engineering. Facebook sponsors the Open Compute Project to drive down cloud costs and the Telecom Infra Project meant to cut networking costs.\nThese are open-source projects, open to all. Other companies can do exactly what Facebook is doing. AT&T can copy Facebook. They don’t have to reinvent anything.\nThe Opponents\nFor decades, AT&T promised Americans universal broadband. It took billions of dollars in government subsidy based on this promise. It also broke itself with debts that, in March, were over $150 billion.\nFacebook has never taken a government subsidy. It has enough cash to clear all its debt. Yet it has done everything AT&T once promised to do, and on a global basis.\nGuess which company American policymakers now favor? AT&T. This, despite the fact that AT&T is lobbying against proposals to subsidize fiber to homes. Pro-AT&T writers insist it’s Facebook that’s subsidized, not AT&T. This is because Section 230 of the Communications Act holds it harmless from speech made on its network, just as it did on AT&T phone calls for decades.\nThe Bottom Line on FB Stock\nThe only threat to Facebook’s growth is government.\nLobbyists were shocked by a recent anti-trust decision that went Facebook’s way. They now want a digital regulatory agency to rein it in.\nFacebook’s purchase of a startup called Kustomer, which makes customer service tools, is still being held up.\nFacebook isn’t software so much as it is hardware and networking. Its software lets it offer communication to the world, free, all paid for with cash. It’s capital spending, not some nefarious plot, that made Facebook a trillionaire.","news_type":1},"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158680124,"gmtCreate":1625147664868,"gmtModify":1703737147606,"author":{"id":"3586645383408318","authorId":"3586645383408318","name":"NicLHT88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"? ? ? Ok","listText":"? ? ? Ok","text":"? ? ? Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/158680124","repostId":"1100462654","repostType":4,"repost":{"id":"1100462654","pubTimestamp":1625142600,"share":"https://www.laohu8.com/m/news/1100462654?lang=&edition=full","pubTime":"2021-07-01 20:30","market":"us","language":"en","title":"NIO’s June Deliveries Were Impressive. It’s Good News for EV Makers.","url":"https://stock-news.laohu8.com/highlight/detail?id=1100462654","media":"Barrons","summary":"The Chinese electric- vehicle maker NIO delivered a record number of cars in June, sending the stock","content":"<p>The Chinese electric- vehicle maker NIO delivered a record number of cars in June, sending the stock higher again. Shares of other EV makers selling in China, from Tesla to Li Auto, should benefit from the news.</p>\n<p>NIO (ticker: NIO) reported 8,083 vehicle deliveries for June, up from 6,711 in May, marking the first time monthly deliveries cracked the 8,000 mark. For the second quarter, NIO delivered just under 22,000 cars, the high end of the range the company predicted at the beginning of June.</p>\n<p>It’s a good result. Not only does it demonstrate that NIO’s production capacity is continuing to grow, it shows demand for EVs in China remains strong. The delivery figure also strengthens the case that the&nbsp;semiconductor shortage&nbsp;that limited global automotive production in the first half of 2021 is starting to fade. The latter two conclusions are good news for all EV manufacturers.</p>\n<p>NIO stock was up 2.8% in premarket trading. Futures on the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average,meanwhile, are close to flat.</p>\n<p>Investors and traders have been anticipating&nbsp;a good delivery result. NIO stock rose 38% in June and is up 18% week to date. Citigroup analyst&nbsp;Jeff Chung&nbsp;increased his target for NIO’s stock price Wednesday to $72 a share, partly because he saw strong demand for EVs.</p>\n<p>Recent gains have pushed the stock back into positive territory for the year. NIO stock is now up 9% year to date, though it is still down about 21% from its January 52-week high of about $67.</p>\n<p>The gains have pushed NIO’s market capitalization to about $87 billion, putting it past&nbsp;General Motors(GM) and its $86 billion capitalization.</p>\n<p>NIO hasn’t offered a forecast for NIO’s full-year deliveries, but Citi’s Chung, however, expects NIO to delivery about 93,000 vehicles in 2020. He says deliveries should increase sequentially in the third and fourth quarters of 2021. For the first half of 2021, NIO delivered almost 42,000 cars.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO’s June Deliveries Were Impressive. It’s Good News for EV Makers.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO’s June Deliveries Were Impressive. It’s Good News for EV Makers.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 20:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nios-ev-stock-june-deliveries-51625141190?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Chinese electric- vehicle maker NIO delivered a record number of cars in June, sending the stock higher again. Shares of other EV makers selling in China, from Tesla to Li Auto, should benefit ...</p>\n\n<a href=\"https://www.barrons.com/articles/nios-ev-stock-june-deliveries-51625141190?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.barrons.com/articles/nios-ev-stock-june-deliveries-51625141190?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100462654","content_text":"The Chinese electric- vehicle maker NIO delivered a record number of cars in June, sending the stock higher again. Shares of other EV makers selling in China, from Tesla to Li Auto, should benefit from the news.\nNIO (ticker: NIO) reported 8,083 vehicle deliveries for June, up from 6,711 in May, marking the first time monthly deliveries cracked the 8,000 mark. For the second quarter, NIO delivered just under 22,000 cars, the high end of the range the company predicted at the beginning of June.\nIt’s a good result. Not only does it demonstrate that NIO’s production capacity is continuing to grow, it shows demand for EVs in China remains strong. The delivery figure also strengthens the case that the semiconductor shortage that limited global automotive production in the first half of 2021 is starting to fade. The latter two conclusions are good news for all EV manufacturers.\nNIO stock was up 2.8% in premarket trading. Futures on the S&P 500 and Dow Jones Industrial Average,meanwhile, are close to flat.\nInvestors and traders have been anticipating a good delivery result. NIO stock rose 38% in June and is up 18% week to date. Citigroup analyst Jeff Chung increased his target for NIO’s stock price Wednesday to $72 a share, partly because he saw strong demand for EVs.\nRecent gains have pushed the stock back into positive territory for the year. NIO stock is now up 9% year to date, though it is still down about 21% from its January 52-week high of about $67.\nThe gains have pushed NIO’s market capitalization to about $87 billion, putting it past General Motors(GM) and its $86 billion capitalization.\nNIO hasn’t offered a forecast for NIO’s full-year deliveries, but Citi’s Chung, however, expects NIO to delivery about 93,000 vehicles in 2020. He says deliveries should increase sequentially in the third and fourth quarters of 2021. For the first half of 2021, NIO delivered almost 42,000 cars.","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150300957,"gmtCreate":1624885577579,"gmtModify":1703846991695,"author":{"id":"3586645383408318","authorId":"3586645383408318","name":"NicLHT88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150300957","repostId":"1114821094","repostType":2,"repost":{"id":"1114821094","pubTimestamp":1624866948,"share":"https://www.laohu8.com/m/news/1114821094?lang=&edition=full","pubTime":"2021-06-28 15:55","market":"us","language":"en","title":"BlackBerry Revenue Struggle Continues","url":"https://stock-news.laohu8.com/highlight/detail?id=1114821094","media":"seekingalpha","summary":"Summary\n\nWhile top line beats, core business basically stagnating.\nOperating losses don't seem to be","content":"<p><b>Summary</b></p>\n<ul>\n <li>While top line beats, core business basically stagnating.</li>\n <li>Operating losses don't seem to be going away anytime soon.</li>\n <li>Recent rally won't hold if stock valued on fundamentals.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edb0094dfdedbde038d5b19e46b477f1\" tg-width=\"768\" tg-height=\"597\"><span>Guirong Hao/iStock via Getty Images</span></p>\n<p>After the bell last Thursday, we received&nbsp;fiscal Q1 earnings results&nbsp;from BlackBerry (BB). While the company's shares have rallied at times recently, thanks to the retail trading mania, results have been rather poor. For the first quarter of its fiscal 2022 year, BlackBerry announced its lowest three-month revenue number under CEO John Chen. If this name loses the reddit fans that have propped up the stock, shares are likely to head lower as results just aren't there yet.</p>\n<p>If you remember&nbsp;the company's previous earnings report, management discussed back in late March that it had entered negotiations for a potential sale of its patent portfolio. Thus, the revenue forecast for the Licensing segment was essentially reduced for the year, with the following commentary from management&nbsp;on that earnings call:</p>\n<blockquote>\n However, appreciating that it will be useful to have an outlook for modeling purpose, the most conservative scenario in which sales, we modeled that sales does not happen or does not complete, full year licensing revenue will be in the region of $100 million. In this scenario, we assume that negotiation and regulatory review continue for the first half and therefore we expect revenue to be limited in the range of maybe $10 million to $15 million per quarter.\n</blockquote>\n<p>For the quarter, total revenues of $174 million came in about $3 million ahead of Street estimates. However, the composition of the revenue generated was not what many were hoping for. Licensing actually came in at $24 million, much higher than what estimates called for. As management stated&nbsp;on the conference call, some business came in earlier than expected. Just like many recent quarters that we've seen, the pull-forward in this segment made the overall quarter look less bad, and without this extra business, the top line would have easily missed estimates.</p>\n<p>That revenue upside meant that the newly called Cyber Security and IoT segments only represented $150 million. The total on those two business lines was up a paltry $2 million over the prior year period, and down $18 million from Q1 2020. On the call, management said it expects cyber security revenue to come in at the low end of its previous guidance range for the full fiscal year. A good portion of BlackBerry's key metrics also weakened over the prior year period, as detailed in the graphic below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82ba0e5502df8810761def4deddeb053\" tg-width=\"570\" tg-height=\"145\"><span>(Source: Q1 2021 earnings release, linked above)</span></p>\n<p>The year-over-year numbers certainly aren't good, with annual recurring revenue down by $23 million. The dollar-based net retention rate has also dipped by 7 percentage points. Supporters will talk about the growth in the QNX backlog, and BlackBerry management said in the earnings release that this was a 9% year-over-year increase. That seems to be what the graphic is saying, but take a look at what was said in previous press releases (bold emphasis added). The following statements make that year-over-year growth rate seem not true, that this is actually a 5 quarter increase, taking a good chunk of that growth rate away.</p>\n<blockquote>\n Fiscal Q1 2021 Document,linked here:\n</blockquote>\n<blockquote>\n The Company's QNX royalty revenue backlog was approximately $450 million at&nbsp;\n <b>the beginning of the first quarterof fiscal 2021</b>.\n</blockquote>\n<blockquote>\n Recent QNX release,linked here:\n</blockquote>\n<blockquote>\n BlackBerry also announced that BlackBerry QNX royalty revenue backlog has increased to $490 million at the&nbsp;\n <b>end of its first quarter of fiscal year2022</b>.\n</blockquote>\n<p>With the company's revenue base shrinking to a new low under this CEO, the rest of the income statement didn't look much better. Gross margins fell nearly 4 percentage points, while the operating loss excluding items jumped from $50 million to $62 million. The company matched Street non-GAAP loss estimates at a nickel per share. However, this was again due to a number of items that management excludes that are traditional expenses for companies like this, including stock-based compensation and intangibles amortization.</p>\n<p>For the quarter, cash burn came in at $35 million, $3 million more than the year-ago period. The value of equity on the balance sheet dropped another $48 million, and there is a larger holding value of intangibles and goodwill combined than there is equity. Total deferred revenue dropped again from $294 million to $265 million, which will further impact the company's ability for the top line to grow moving forward. Billings were also down on a year-over-year and sequential basis.</p>\n<p>I mentioned in&nbsp;my previous article&nbsp;that the biggest argument against the name right now is valuation. I compared BlackBerry to IBM (IBM), which itself has had revenue troubles as it transitions its legacy businesses to more current ones. Even if BlackBerry were worth three times IBM on a price to sales basis, BlackBerry would be worth about $10.51 more than a year out. I don't see anything in last week's report that really changes that number, and one could argue my previous revenue growth hope for the following fiscal year now needs to come down a bit. The recent \"reddit rally\" has also pushed the name well above its key technical levels as seen in the chart below (50-day in purple, 200-day in red).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e0060206489ea2bfe405eae34646358\" tg-width=\"640\" tg-height=\"275\"><span>(Source: Yahoo! Finance)</span></p>\n<p>In the end, last week's earnings report showed that the revenue struggles at BlackBerry have not subsided. Another licensing pull-forward helped the overall numbers look okay, but the core business is not doing well overall. Management reduced its guidance for both the Cyber Security and IoT segments, signaling that this latest turnaround will take longer than expected. If the stock cannot hold on to its reddit crowd base, shares will likely continue to pull back to where the valuation should realistically be.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BlackBerry Revenue Struggle Continues</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBlackBerry Revenue Struggle Continues\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 15:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436862-blackberry-revenue-struggle-continues><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nWhile top line beats, core business basically stagnating.\nOperating losses don't seem to be going away anytime soon.\nRecent rally won't hold if stock valued on fundamentals.\n\nGuirong Hao/...</p>\n\n<a href=\"https://seekingalpha.com/article/4436862-blackberry-revenue-struggle-continues\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BB":"黑莓"},"source_url":"https://seekingalpha.com/article/4436862-blackberry-revenue-struggle-continues","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114821094","content_text":"Summary\n\nWhile top line beats, core business basically stagnating.\nOperating losses don't seem to be going away anytime soon.\nRecent rally won't hold if stock valued on fundamentals.\n\nGuirong Hao/iStock via Getty Images\nAfter the bell last Thursday, we received fiscal Q1 earnings results from BlackBerry (BB). While the company's shares have rallied at times recently, thanks to the retail trading mania, results have been rather poor. For the first quarter of its fiscal 2022 year, BlackBerry announced its lowest three-month revenue number under CEO John Chen. If this name loses the reddit fans that have propped up the stock, shares are likely to head lower as results just aren't there yet.\nIf you remember the company's previous earnings report, management discussed back in late March that it had entered negotiations for a potential sale of its patent portfolio. Thus, the revenue forecast for the Licensing segment was essentially reduced for the year, with the following commentary from management on that earnings call:\n\n However, appreciating that it will be useful to have an outlook for modeling purpose, the most conservative scenario in which sales, we modeled that sales does not happen or does not complete, full year licensing revenue will be in the region of $100 million. In this scenario, we assume that negotiation and regulatory review continue for the first half and therefore we expect revenue to be limited in the range of maybe $10 million to $15 million per quarter.\n\nFor the quarter, total revenues of $174 million came in about $3 million ahead of Street estimates. However, the composition of the revenue generated was not what many were hoping for. Licensing actually came in at $24 million, much higher than what estimates called for. As management stated on the conference call, some business came in earlier than expected. Just like many recent quarters that we've seen, the pull-forward in this segment made the overall quarter look less bad, and without this extra business, the top line would have easily missed estimates.\nThat revenue upside meant that the newly called Cyber Security and IoT segments only represented $150 million. The total on those two business lines was up a paltry $2 million over the prior year period, and down $18 million from Q1 2020. On the call, management said it expects cyber security revenue to come in at the low end of its previous guidance range for the full fiscal year. A good portion of BlackBerry's key metrics also weakened over the prior year period, as detailed in the graphic below.\n(Source: Q1 2021 earnings release, linked above)\nThe year-over-year numbers certainly aren't good, with annual recurring revenue down by $23 million. The dollar-based net retention rate has also dipped by 7 percentage points. Supporters will talk about the growth in the QNX backlog, and BlackBerry management said in the earnings release that this was a 9% year-over-year increase. That seems to be what the graphic is saying, but take a look at what was said in previous press releases (bold emphasis added). The following statements make that year-over-year growth rate seem not true, that this is actually a 5 quarter increase, taking a good chunk of that growth rate away.\n\n Fiscal Q1 2021 Document,linked here:\n\n\n The Company's QNX royalty revenue backlog was approximately $450 million at \n the beginning of the first quarterof fiscal 2021.\n\n\n Recent QNX release,linked here:\n\n\n BlackBerry also announced that BlackBerry QNX royalty revenue backlog has increased to $490 million at the \n end of its first quarter of fiscal year2022.\n\nWith the company's revenue base shrinking to a new low under this CEO, the rest of the income statement didn't look much better. Gross margins fell nearly 4 percentage points, while the operating loss excluding items jumped from $50 million to $62 million. The company matched Street non-GAAP loss estimates at a nickel per share. However, this was again due to a number of items that management excludes that are traditional expenses for companies like this, including stock-based compensation and intangibles amortization.\nFor the quarter, cash burn came in at $35 million, $3 million more than the year-ago period. The value of equity on the balance sheet dropped another $48 million, and there is a larger holding value of intangibles and goodwill combined than there is equity. Total deferred revenue dropped again from $294 million to $265 million, which will further impact the company's ability for the top line to grow moving forward. Billings were also down on a year-over-year and sequential basis.\nI mentioned in my previous article that the biggest argument against the name right now is valuation. I compared BlackBerry to IBM (IBM), which itself has had revenue troubles as it transitions its legacy businesses to more current ones. Even if BlackBerry were worth three times IBM on a price to sales basis, BlackBerry would be worth about $10.51 more than a year out. I don't see anything in last week's report that really changes that number, and one could argue my previous revenue growth hope for the following fiscal year now needs to come down a bit. The recent \"reddit rally\" has also pushed the name well above its key technical levels as seen in the chart below (50-day in purple, 200-day in red).\n(Source: Yahoo! Finance)\nIn the end, last week's earnings report showed that the revenue struggles at BlackBerry have not subsided. Another licensing pull-forward helped the overall numbers look okay, but the core business is not doing well overall. Management reduced its guidance for both the Cyber Security and IoT segments, signaling that this latest turnaround will take longer than expected. If the stock cannot hold on to its reddit crowd base, shares will likely continue to pull back to where the valuation should realistically be.","news_type":1},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150977685,"gmtCreate":1624885513547,"gmtModify":1703846991210,"author":{"id":"3586645383408318","authorId":"3586645383408318","name":"NicLHT88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150977685","repostId":"1188792122","repostType":4,"repost":{"id":"1188792122","pubTimestamp":1624868413,"share":"https://www.laohu8.com/m/news/1188792122?lang=&edition=full","pubTime":"2021-06-28 16:20","market":"us","language":"en","title":"The Outlook of Coupang Stock Is Quite Strong","url":"https://stock-news.laohu8.com/highlight/detail?id=1188792122","media":"InvestorPlace","summary":"CPNG stock can double or triple over the next two to three years","content":"<p><b>Coupang</b>(NYSE:<b><u>CPNG</u></b>), a leading South Korean e-commerce company, has developed attractive new services and&nbsp; has decided to expand to multiple, new geographic markets. As a result,&nbsp; I expect CPNG stock to meaningfully outperform the market over the longer term.</p>\n<p>What’s more, Coupang’s decision to enter the third-party logistics market should be very positive for its shares, while the company’s valuation appears to have significant room to expand.</p>\n<p><b>Impressive New Services and Important New Markets</b></p>\n<p>Among the relatively unique services the company&nbsp;is offering are overnight and same-day deliveries,&nbsp; deliveries without boxes (the company places 75% of its products “in a simple sleeve”),&nbsp; and returns without packaging or mailing (customers can return products by simply placing them outside their front doors.) Additionally, Coupang&nbsp;reportedly fulfills&nbsp;all orders on the day after they are made.</p>\n<p>Taken together, I believe that these services, which Coupang has worked hard to implement, give the company important competitive advantages.</p>\n<p>With these competitive advantages, Coupang should be able to quickly gain market share in the countries that it’s reportedly looking to enter: Japan, Singapore, and Malaysia.&nbsp; (In my previous&nbsp;column on CPNG stock, I had predicted that the e-commerce company would look to enter new markets).</p>\n<p>These countries all have important, positive attributes for Coupang. Singapore is wealthy and has high population density, allowing products to be delivered very quickly. Neither of the e-commerce gorillas {<b>Amazon</b>(NASDAQ:<b><u>AMZN</u></b>) and&nbsp;<b>Alibaba</b>(NYSE:<b><u>BABA</u></b>)} has footholds there.</p>\n<p>Japan has a large, wealthy population and Japan’s&nbsp;<b>Softbank</b>(OTC:<b><u>SFTBY</u></b>), a major investor in Coupang, should be able to help the South Korean company succeed there. Malaysia is home to nearly 32 million people and has a high population density, while neither Alibaba nor Amazon has commanding&nbsp; market share there.</p>\n<p><b>The Third-Party Logistics Business Is Likely to Be a Strong Catalyst</b></p>\n<p>Given Coupang’s ability to deliver all of its packages by the next day, I’m sure that the company’s logistics operation is quite impressive.&nbsp; Therefore, the South Korean government’s approval earlier this year of Coupang’s application to offer delivery services to other companies should ultimately meaningfully boost the e-commerce giant’s top and bottom lines. In the future, Coupang should be able to offer logistics services to other companies in countries besides South Korea.</p>\n<p>Worth noting is that&nbsp;<b>JD.com</b>(NASDAQ:<b><u>JD</u></b>), which has become one of China’s most successful e-commerce companies, has also built up a very successful third-party logistics service. Moreover, JD stock has jumped over 150%&nbsp;in the&nbsp; last two years.</p>\n<p><b>Profitability Will Come and the Big Money Is Bullish</b></p>\n<p>JD.com,&nbsp; which, like Coupang, is a rapidly growing e-0commerce company with a strong logistics business, reported earnings from continuing operations of $7.56 billion in 2020, versus losses of $1.19 billion and $407 million in 2015 and 2018, respectively.</p>\n<p>As Coupang expands geographically grows its logistics business, and its costs as a percentage of its revenue drop, I expect it to follow a similar path.</p>\n<p>Meanwhile, somewhat validating Coupang’s business and outlook, multiple huge investors hold large amounts of CPNG stock.&nbsp; For example, as of March, Softbank had&nbsp;a 37% stake&nbsp;in the company, while the investment fund of well-known investor Stanley Druckenmiller recently bought 714,000 shares of Coupang.</p>\n<p>Also adding new stakes in Coupang recently were&nbsp;the &nbsp;Bill &amp; Melinda Gates&nbsp;Foundation,and Saudi Capital.</p>\n<p><b>Valuation and the Bottom Line on CPNG Stock</b></p>\n<p>Coupang has a market capitalization of $67.66 billion, versus $116 billion for JD, $592 billion for Alibaba, and $1.76 trillion for Amazon.</p>\n<p>Given that disparity and Coupang’s multiple, strong positive catalysts, I believe that CPNG stock could easily double or triple over the next two to three years. Consequently, I recommend that longer-term growth investors buy the company’s shares at this point.</p>\n<p>I had been cautious on CPNG stock in my previous column. But given the company’s apparent decision to actually enter new markets, including Japan, the strength of its logistics business, its special services, and the fact that it’s going to start providing logistics services to other companies. –all of which iIve just learned about — my view of the shares has become much more bullish.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Outlook of Coupang Stock Is Quite Strong</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Outlook of Coupang Stock Is Quite Strong\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 16:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/the-outlook-of-coupang-stock-is-quite-strong/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Coupang(NYSE:CPNG), a leading South Korean e-commerce company, has developed attractive new services and  has decided to expand to multiple, new geographic markets. As a result,  I expect CPNG stock ...</p>\n\n<a href=\"https://investorplace.com/2021/06/the-outlook-of-coupang-stock-is-quite-strong/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CPNG":"Coupang, Inc."},"source_url":"https://investorplace.com/2021/06/the-outlook-of-coupang-stock-is-quite-strong/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188792122","content_text":"Coupang(NYSE:CPNG), a leading South Korean e-commerce company, has developed attractive new services and  has decided to expand to multiple, new geographic markets. As a result,  I expect CPNG stock to meaningfully outperform the market over the longer term.\nWhat’s more, Coupang’s decision to enter the third-party logistics market should be very positive for its shares, while the company’s valuation appears to have significant room to expand.\nImpressive New Services and Important New Markets\nAmong the relatively unique services the company is offering are overnight and same-day deliveries,  deliveries without boxes (the company places 75% of its products “in a simple sleeve”),  and returns without packaging or mailing (customers can return products by simply placing them outside their front doors.) Additionally, Coupang reportedly fulfills all orders on the day after they are made.\nTaken together, I believe that these services, which Coupang has worked hard to implement, give the company important competitive advantages.\nWith these competitive advantages, Coupang should be able to quickly gain market share in the countries that it’s reportedly looking to enter: Japan, Singapore, and Malaysia.  (In my previous column on CPNG stock, I had predicted that the e-commerce company would look to enter new markets).\nThese countries all have important, positive attributes for Coupang. Singapore is wealthy and has high population density, allowing products to be delivered very quickly. Neither of the e-commerce gorillas {Amazon(NASDAQ:AMZN) and Alibaba(NYSE:BABA)} has footholds there.\nJapan has a large, wealthy population and Japan’s Softbank(OTC:SFTBY), a major investor in Coupang, should be able to help the South Korean company succeed there. Malaysia is home to nearly 32 million people and has a high population density, while neither Alibaba nor Amazon has commanding  market share there.\nThe Third-Party Logistics Business Is Likely to Be a Strong Catalyst\nGiven Coupang’s ability to deliver all of its packages by the next day, I’m sure that the company’s logistics operation is quite impressive.  Therefore, the South Korean government’s approval earlier this year of Coupang’s application to offer delivery services to other companies should ultimately meaningfully boost the e-commerce giant’s top and bottom lines. In the future, Coupang should be able to offer logistics services to other companies in countries besides South Korea.\nWorth noting is that JD.com(NASDAQ:JD), which has become one of China’s most successful e-commerce companies, has also built up a very successful third-party logistics service. Moreover, JD stock has jumped over 150% in the  last two years.\nProfitability Will Come and the Big Money Is Bullish\nJD.com,  which, like Coupang, is a rapidly growing e-0commerce company with a strong logistics business, reported earnings from continuing operations of $7.56 billion in 2020, versus losses of $1.19 billion and $407 million in 2015 and 2018, respectively.\nAs Coupang expands geographically grows its logistics business, and its costs as a percentage of its revenue drop, I expect it to follow a similar path.\nMeanwhile, somewhat validating Coupang’s business and outlook, multiple huge investors hold large amounts of CPNG stock.  For example, as of March, Softbank had a 37% stake in the company, while the investment fund of well-known investor Stanley Druckenmiller recently bought 714,000 shares of Coupang.\nAlso adding new stakes in Coupang recently were the  Bill & Melinda Gates Foundation,and Saudi Capital.\nValuation and the Bottom Line on CPNG Stock\nCoupang has a market capitalization of $67.66 billion, versus $116 billion for JD, $592 billion for Alibaba, and $1.76 trillion for Amazon.\nGiven that disparity and Coupang’s multiple, strong positive catalysts, I believe that CPNG stock could easily double or triple over the next two to three years. Consequently, I recommend that longer-term growth investors buy the company’s shares at this point.\nI had been cautious on CPNG stock in my previous column. But given the company’s apparent decision to actually enter new markets, including Japan, the strength of its logistics business, its special services, and the fact that it’s going to start providing logistics services to other companies. –all of which iIve just learned about — my view of the shares has become much more bullish.","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150974790,"gmtCreate":1624885472310,"gmtModify":1703846990565,"author":{"id":"3586645383408318","authorId":"3586645383408318","name":"NicLHT88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150974790","repostId":"1126982912","repostType":4,"repost":{"id":"1126982912","pubTimestamp":1624870223,"share":"https://www.laohu8.com/m/news/1126982912?lang=&edition=full","pubTime":"2021-06-28 16:50","market":"us","language":"en","title":"Apple Explores Bigger iPads and Reshuffles Its Car Team","url":"https://stock-news.laohu8.com/highlight/detail?id=1126982912","media":"Bloomberg","summary":"Hey everyone! Welcome to Power On, a weekly newsletter where I’m going to write about my passions—Ap","content":"<p>Hey everyone! Welcome to&nbsp;Power On, a weekly newsletter where I’m going to write about my passions—Apple, new devices and Silicon Valley secrets—with the occasional riff about my non-work obsession, the NBA. This is the inaugural edition, and be warned, I’m just getting over the Lakers playoffs loss.&nbsp;Take a look around, let me know what you think, and send your questions via&nbsp;email&nbsp;or&nbsp;Twitter.</p>\n<p><b>The Starters</b></p>\n<p>Let’s get right to the point: I wrote this newsletter on an iPad Pro. That might not sound like some shocking revelation, but trust me, I had all but relegated the tablet to video watching and light gaming duties. Since this month’s release of the iPadOS 15 beta, however, I’ve left my laptop mostly behind and have done the vast majority of my work from the iPad.</p>\n<p>Now I have even stronger feelings for what Apple Inc. needs to change about the iPad—and it goes beyond software. It’s time for a giant screen, one in the 14-inch to 16-inch range. I love the speed, touchscreen, versatility and Magic Keyboard, but the 12.9-inch display is far too small for someone accustomed to a 16-inch MacBook Pro.</p>\n<p>And I’m not the only one who thinks that: I’m told that Apple has engineers and designers exploring larger iPads that could hit stores a couple of years down the road at the earliest. They’re unlikely for next year—with Apple’s attention on a&nbsp;redesigned iPad Pro&nbsp;in the current sizes for 2022—and it’s possible they never come at all. But a big iPad would be the perfect device for many people, including me, and would continue to blur the lines between tablet and laptop.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1dfbe3939d99fa08873818e1774ac143\" tg-width=\"2000\" tg-height=\"1333\"><span>Photographer: Nina Riggio/Bloomberg</span></p>\n<p>Speaking of the iPad and Mac becoming more similar, I think Apple has absolutely moved the needle with the iPad Pro, when it comes to its software, but it still ultimately needs to allow Mac apps and Mac-like multitasking with more flexible arrangements of app windows.</p>\n<p>I’m liking the multitasking improvements so far in the iPad beta. The biggest change there for me is the ability to launch apps into split view from the home screen, rather than just from the dock. I’m digging the App Library, which is basically now the iPad version of Launchpad on the Mac.</p>\n<p>But I’d still like the ability to have four or five easily resizable and movable windows in front of me at once like I can on my Mac. Or on Windows, which just&nbsp;showed off a new version&nbsp;last week with a cleaner&nbsp;interface. And I’d like to be able to run some of my Mac apps, such as those for work, that don’t exist on the iPad. A larger iPad Pro would be the perfect place for both of those enhancements. It’s time for Apple to rip off the Band-Aid and go all in on the iPad.</p>\n<p><b>The Bench</b></p>\n<p><b>Amazon explores AR glasses and a foldable Kindle e-reader.</b>Apple’s labs in Cupertino, California, aren’t the only ones cooking up new projects. While Amazon.com Inc. is still at work on many home gadgets like&nbsp;Echos&nbsp;and a future&nbsp;home robot, it also has its eyes on mobile devices, according to a person with knowledge of the company’s explorations. That includes long-term plans for augmented reality glasses (of course, a space&nbsp;Apple plans to enter) and even internal discussion of a Kindle e-reader with a foldable screen, after&nbsp;Samsung popularized the technology.</p>\n<p><b>Apple’s App Store revenue machine keeps growing.</b>Apple continues to have several billion reasons to protect its App Store from lawmakers. The company generated $12 billion in revenue from the App Store globally in the first half of 2021, up 18% from the same period a year ago, according to estimates from Sensor Tower shared exclusively with Bloomberg Power On. That even takes into account some apps moving to a&nbsp;15% revenue share&nbsp;as part of Apple’s small business program.</p>\n<p><b>Peloton takes on the Apple Watch’s heart rate sensor.</b>Peloton Interactive Inc. is ready to move beyond bikes and treadmills and into wearables, a natural extension of the fitness technology space. The company is working on a&nbsp;heart rate monitor&nbsp;for the arm to interact with the Peloton phone app and its exercise equipment. My guess is that’s only the beginning for their wearable ambitions, though.</p>\n<p><b>Speaking of the Apple Watch, new models aplenty are coming.</b>Apple has a long roadmap ahead for the watch. On tap for this year:a bit of a redesign&nbsp;with an upgraded screen, faster processor and new wireless technology. For next year, expect a more iterative update to the flagship model that adds a body temperature sensor alongside a new Apple Watch SE and an&nbsp;explorer edition&nbsp;with a more rugged frame. A&nbsp;blood sugar monitor is further off.</p>\n<p><b>Roster Changes</b></p>\n<p>Since the project started to take shape&nbsp;around 2014, Apple’s self-driving car team has seen several leadership changes. But in 2018, it gained some management stability with the hire of Doug Field, a vice president who now runs the effort after steering Tesla Inc.’s development of the Model 3.</p>\n<p>This year, however, the car team underwent some more change: At least three top members of the group&nbsp;departed this year: Benjamin Lyon, Jaime Waydo and Dave Scott, who worked on engineering, safety systems and robotics, respectively. More recently,Apple hired Ulrich Kranz&nbsp;as a top lieutenant to Field. Kranz is an auto industry veteran who helped oversee the development of BMW’s i3 electric car and i8 hybrid&nbsp;and held leading roles at self-driving startups Canoo and Faraday Future. Kranz’s résumé isn’t exactly a slam dunk in the car world, with the BMWs being panned by some design critics and both of his startups mostly failing, but his experience reaffirms Apple’s ultimate ambitions.</p>\n<p>These weren’t the only changes to the top levels of Apple’s car team. The company has promoted some other names to the car division’s leadership as part of a reshuffle, according to members of the group.</p>\n<p>They include:</p>\n<ul>\n <li>Hanns Tappeiner, the co-founder and former president of now-defunct robotic toy car startup Anki (which was&nbsp;featured onstage at WWDC&nbsp;in 2013)</li>\n <li>Tim Cheng, who ran the car operating system team for Drive.ai, a self-driving startup&nbsp;Apple bought&nbsp;two years ago</li>\n <li>Hans Lee, who joined Apple in March after departing Freedom Robotics, a company he co-founded that creates software to control fleets of robots</li>\n <li>Martin Levihn, who now runs a group overseeing artificial intelligence-based decision making for self-driving cars</li>\n <li>Paul Costa, a longtime Apple hardware engineering manager</li>\n</ul>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Explores Bigger iPads and Reshuffles Its Car Team</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Explores Bigger iPads and Reshuffles Its Car Team\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 16:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/newsletters/2021-06-27/big-ipads-apple-car-changes-amazon-ar-glasses-inside-big-tech-labs?sref=TBDibEcD><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hey everyone! Welcome to Power On, a weekly newsletter where I’m going to write about my passions—Apple, new devices and Silicon Valley secrets—with the occasional riff about my non-work obsession, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/newsletters/2021-06-27/big-ipads-apple-car-changes-amazon-ar-glasses-inside-big-tech-labs?sref=TBDibEcD\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.bloomberg.com/news/newsletters/2021-06-27/big-ipads-apple-car-changes-amazon-ar-glasses-inside-big-tech-labs?sref=TBDibEcD","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126982912","content_text":"Hey everyone! Welcome to Power On, a weekly newsletter where I’m going to write about my passions—Apple, new devices and Silicon Valley secrets—with the occasional riff about my non-work obsession, the NBA. This is the inaugural edition, and be warned, I’m just getting over the Lakers playoffs loss. Take a look around, let me know what you think, and send your questions via email or Twitter.\nThe Starters\nLet’s get right to the point: I wrote this newsletter on an iPad Pro. That might not sound like some shocking revelation, but trust me, I had all but relegated the tablet to video watching and light gaming duties. Since this month’s release of the iPadOS 15 beta, however, I’ve left my laptop mostly behind and have done the vast majority of my work from the iPad.\nNow I have even stronger feelings for what Apple Inc. needs to change about the iPad—and it goes beyond software. It’s time for a giant screen, one in the 14-inch to 16-inch range. I love the speed, touchscreen, versatility and Magic Keyboard, but the 12.9-inch display is far too small for someone accustomed to a 16-inch MacBook Pro.\nAnd I’m not the only one who thinks that: I’m told that Apple has engineers and designers exploring larger iPads that could hit stores a couple of years down the road at the earliest. They’re unlikely for next year—with Apple’s attention on a redesigned iPad Pro in the current sizes for 2022—and it’s possible they never come at all. But a big iPad would be the perfect device for many people, including me, and would continue to blur the lines between tablet and laptop.\nPhotographer: Nina Riggio/Bloomberg\nSpeaking of the iPad and Mac becoming more similar, I think Apple has absolutely moved the needle with the iPad Pro, when it comes to its software, but it still ultimately needs to allow Mac apps and Mac-like multitasking with more flexible arrangements of app windows.\nI’m liking the multitasking improvements so far in the iPad beta. The biggest change there for me is the ability to launch apps into split view from the home screen, rather than just from the dock. I’m digging the App Library, which is basically now the iPad version of Launchpad on the Mac.\nBut I’d still like the ability to have four or five easily resizable and movable windows in front of me at once like I can on my Mac. Or on Windows, which just showed off a new version last week with a cleaner interface. And I’d like to be able to run some of my Mac apps, such as those for work, that don’t exist on the iPad. A larger iPad Pro would be the perfect place for both of those enhancements. It’s time for Apple to rip off the Band-Aid and go all in on the iPad.\nThe Bench\nAmazon explores AR glasses and a foldable Kindle e-reader.Apple’s labs in Cupertino, California, aren’t the only ones cooking up new projects. While Amazon.com Inc. is still at work on many home gadgets like Echos and a future home robot, it also has its eyes on mobile devices, according to a person with knowledge of the company’s explorations. That includes long-term plans for augmented reality glasses (of course, a space Apple plans to enter) and even internal discussion of a Kindle e-reader with a foldable screen, after Samsung popularized the technology.\nApple’s App Store revenue machine keeps growing.Apple continues to have several billion reasons to protect its App Store from lawmakers. The company generated $12 billion in revenue from the App Store globally in the first half of 2021, up 18% from the same period a year ago, according to estimates from Sensor Tower shared exclusively with Bloomberg Power On. That even takes into account some apps moving to a 15% revenue share as part of Apple’s small business program.\nPeloton takes on the Apple Watch’s heart rate sensor.Peloton Interactive Inc. is ready to move beyond bikes and treadmills and into wearables, a natural extension of the fitness technology space. The company is working on a heart rate monitor for the arm to interact with the Peloton phone app and its exercise equipment. My guess is that’s only the beginning for their wearable ambitions, though.\nSpeaking of the Apple Watch, new models aplenty are coming.Apple has a long roadmap ahead for the watch. On tap for this year:a bit of a redesign with an upgraded screen, faster processor and new wireless technology. For next year, expect a more iterative update to the flagship model that adds a body temperature sensor alongside a new Apple Watch SE and an explorer edition with a more rugged frame. A blood sugar monitor is further off.\nRoster Changes\nSince the project started to take shape around 2014, Apple’s self-driving car team has seen several leadership changes. But in 2018, it gained some management stability with the hire of Doug Field, a vice president who now runs the effort after steering Tesla Inc.’s development of the Model 3.\nThis year, however, the car team underwent some more change: At least three top members of the group departed this year: Benjamin Lyon, Jaime Waydo and Dave Scott, who worked on engineering, safety systems and robotics, respectively. More recently,Apple hired Ulrich Kranz as a top lieutenant to Field. Kranz is an auto industry veteran who helped oversee the development of BMW’s i3 electric car and i8 hybrid and held leading roles at self-driving startups Canoo and Faraday Future. Kranz’s résumé isn’t exactly a slam dunk in the car world, with the BMWs being panned by some design critics and both of his startups mostly failing, but his experience reaffirms Apple’s ultimate ambitions.\nThese weren’t the only changes to the top levels of Apple’s car team. The company has promoted some other names to the car division’s leadership as part of a reshuffle, according to members of the group.\nThey include:\n\nHanns Tappeiner, the co-founder and former president of now-defunct robotic toy car startup Anki (which was featured onstage at WWDC in 2013)\nTim Cheng, who ran the car operating system team for Drive.ai, a self-driving startup Apple bought two years ago\nHans Lee, who joined Apple in March after departing Freedom Robotics, a company he co-founded that creates software to control fleets of robots\nMartin Levihn, who now runs a group overseeing artificial intelligence-based decision making for self-driving cars\nPaul Costa, a longtime Apple hardware engineering manager","news_type":1},"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150974930,"gmtCreate":1624885411120,"gmtModify":1703846989275,"author":{"id":"3586645383408318","authorId":"3586645383408318","name":"NicLHT88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"????","listText":"????","text":"????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/150974930","repostId":"1164912248","repostType":4,"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124212710,"gmtCreate":1624766721230,"gmtModify":1703844777385,"author":{"id":"3586645383408318","authorId":"3586645383408318","name":"NicLHT88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great!&nbsp;","listText":"Great!&nbsp;","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124212710","repostId":"2146090006","repostType":4,"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":150974930,"gmtCreate":1624885411120,"gmtModify":1703846989275,"author":{"id":"3586645383408318","authorId":"3586645383408318","name":"NicLHT88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"????","listText":"????","text":"????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/150974930","repostId":"1164912248","repostType":4,"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124212710,"gmtCreate":1624766721230,"gmtModify":1703844777385,"author":{"id":"3586645383408318","authorId":"3586645383408318","name":"NicLHT88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great!&nbsp;","listText":"Great!&nbsp;","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124212710","repostId":"2146090006","repostType":4,"repost":{"id":"2146090006","pubTimestamp":1624755315,"share":"https://www.laohu8.com/m/news/2146090006?lang=&edition=full","pubTime":"2021-06-27 08:55","market":"us","language":"en","title":"5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2146090006","media":"Motley Fool","summary":"These growth and value stocks are begging to be bought by investors.","content":"<p>When Warren Buffett buys or sells a stock, Wall Street and retail investors tend to pay very close attention. That's because the Oracle of Omaha's track record is virtually unsurpassed. Since taking the reins of <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B) in the mid-1960s, Buffett's company has averaged an annual return of 20%. This works out to an aggregate gain of greater than 2,800,000% for its Class A shares.</p>\n<p>Although Buffett isn't perfect, he and his investing team have a knack for identifying attractively valued businesses that have clear competitive advantages. As we prepare to move into the second half of 2021, the following five Buffett stocks stand out as those that should be bought hand over fist.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1077c8372814d2b8150e933b4c608005\" tg-width=\"700\" tg-height=\"466\"><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p>\n<h2>Amazon</h2>\n<p>Even though Buffett's investing lieutenants, Todd Combs and Ted Weschler, are the architects behind Berkshire Hathaway's stake in <b>Amazon</b> (NASDAQ:AMZN), it's arguably the Buffett stock that should be bought most aggressively ahead of the second half of the year.</p>\n<p>As most folks probably know, Amazon is an e-commerce juggernaut. Based on an April report from eMarketer, the company effectively controls $0.40 of every $1 spent online in the United States. It's also pivoted its online retail popularity into signing up more than 200 million people to its Prime program worldwide. The fees Amazon collects from Prime help it to undercut its competition on price. And it certainly doesn't hurt that Prime members tend to spend many multiples more than non-Prime shoppers during the course of the year.</p>\n<p>But it's the company's cloud infrastructure service, Amazon Web Services (AWS), that has truly budded into a star. Since the operating margins associated with cloud infrastructure are considerably higher than what Amazon nets from retail and advertising, AWS' growth is leading to a surge in operating cash flow. If investors were to continue to pay the midpoint of Amazon's operating cash flow multiple over the past decade, it could hit $10,000 a share by 2025.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b18b49b2b35da2fc49e0a83b883d1c22\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Bristol Myers Squibb</h2>\n<p>Pharmaceutical stocks are money machines, and none looks to be more attractive on a valuation basis than <b>Bristol Myers Squibb</b> (NYSE:BMY).</p>\n<p>One reason to be excited about this drug developer is its organic growth potential. Eliquis, which was co-developed with <b>Pfizer</b>, has blossomed into the world's leading oral anticoagulant, with sales expected to surpass $10 billion in 2021. Meanwhile, dozens of additional clinical trials are underway for cancer immunotherapy Opdivo, which generated $7 billion in sales last year. This offers plenty of opportunity to expand Opdivo's label and pump up its pricing power.</p>\n<p>Another reason Bristol Myers Squibb is such an intriguing stock is its November 2019 acquisition of cancer and immunology company Celgene. Buying Celgene brought the blockbuster multiple-myeloma drug Revlimid into the fold. Revlimid has sustainably grown its annual sales by a double-digit percentage for more than a decade, with label expansion, longer duration of use, and pricing power all playing a role. This key treatment, which topped $12 billion in sales last year, is protected from a full onslaught of generic competition until early 2026. That means Bristol Myers will be rolling in the dough for another five years, at minimum.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b152e369d7c967dcbc926192ee888c1\" tg-width=\"700\" tg-height=\"531\"><span>Image source: Getty Images.</span></p>\n<h2>Mastercard</h2>\n<p>Everyone seems to be looking for the smartest recovery play from the pandemic. Payment processor <b>Mastercard</b> (NYSE:MA) might well be the safest way to take advantage of a steady uptick in consumer and enterprise spending.</p>\n<p>Mastercard isn't a cheap stock by any means -- at 36 times Wall Street's forward-year earnings consensus -- but it benefits from a simple numbers game. While economic contractions and recessions are inevitable, these periods of turbulence tend to be short-lived. By comparison, economic expansions often last many years. Buying into Mastercard allows investors to take full advantage of these long periods of economic expansion and robust spending. Plus, it doesn't hurt that Mastercard has the second-highest share of credit-card network purchase volume in the U.S., the leading market for consumption.</p>\n<p>Investors can also sleep easy with the understanding that Mastercard strictly sticks to payment facilitation. Even though some of its peers also lend, and are therefore able to generate interest income and fees during bull markets, Mastercard has avoided becoming a lender. It's something you'll truly appreciate when a recession strikes. Whereas most financial stocks will be forced to set aside capital to cover credit or loan delinquencies, Mastercard won't have to. This is a big reason it bounces back from recessions quicker than most financial stocks.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4e1a1fe028efa4c966b66ef2cd466f5\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Teva Pharmaceutical Industries</h2>\n<p>If you have an appetite for turnaround plays, brand-name and generic-drug developer <b>Teva Pharmaceutical Industries</b> (NYSE:TEVA) is the stock to buy hand over fist for the second half of 2021. Like Amazon, it's a stock that was added to Berkshire Hathaway's portfolio by either Combs or Weschler and not Buffett.</p>\n<p>While there's no denying that Teva has its fair share of hurdles to overcome, the company's turnaround-focused CEO, Kare Schultz, has been a blessing. Since taking the helm less than four years ago, Schultz has helped shave off more than $10 billion in net debt, and he's overseen the reduction of roughly $3 billion in annual operating expenses. There's more work to do to improve Teva's balance sheet, but the company is very clearly on much firmer ground than it was back in 2016-2017.</p>\n<p>Schultz also has the potential to play peacemaker for a number of outstanding lawsuits targeting Teva's role in the opioid crisis. If this litigation can be resolved with minimal cash outlay, Teva's valuation could soar. At just 4 times the company's projected earnings in 2021, Teva is about as cheap as a healthcare stock can get.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44a30c4dfd6886a29e22d3c6558c3e56\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Bank of America</h2>\n<p>Lastly, bank stock <b>Bank of America</b> (NYSE:BAC) has the look of a company that can be confidently bought hand over fist for the second half of 2021.</p>\n<p>For much of the past decade, the Federal Reserve has kept interest rates at or near historic lows. That's meant less in the way of interest income for banks. But the latest update from the nation's central bank suggests that interest rates could begin creeping up in 2023, a year earlier than previously forecast. Bank of America is the most interest-sensitive money-center bank. According to its first-quarter investor presentation, BofA would generate $8.3 billion in net interest income on a 100-basis-point shift in the interest rate yield curve. Translation: Bank of America's profits should rocket higher beginning in 2023-2024.</p>\n<p>At the same time, BofA has done an outstanding job of controlling its costs and improving its operating efficiency. Investments in digitization have resulted in higher mobile app and digital banking use, which is allowing the company to consolidate some of its branches. Even with its shares at a 13-year high, Bank of America has plenty left in the tank.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 08:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/26/buffett-stocks-buy-hand-over-fist-second-half-2021/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When Warren Buffett buys or sells a stock, Wall Street and retail investors tend to pay very close attention. That's because the Oracle of Omaha's track record is virtually unsurpassed. Since taking ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/26/buffett-stocks-buy-hand-over-fist-second-half-2021/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行","AMZN":"亚马逊","BRK.B":"伯克希尔B","TEVA":"梯瓦制药","BMY":"施贵宝","MA":"万事达","BRK.A":"伯克希尔"},"source_url":"https://www.fool.com/investing/2021/06/26/buffett-stocks-buy-hand-over-fist-second-half-2021/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146090006","content_text":"When Warren Buffett buys or sells a stock, Wall Street and retail investors tend to pay very close attention. That's because the Oracle of Omaha's track record is virtually unsurpassed. Since taking the reins of Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) in the mid-1960s, Buffett's company has averaged an annual return of 20%. This works out to an aggregate gain of greater than 2,800,000% for its Class A shares.\nAlthough Buffett isn't perfect, he and his investing team have a knack for identifying attractively valued businesses that have clear competitive advantages. As we prepare to move into the second half of 2021, the following five Buffett stocks stand out as those that should be bought hand over fist.\nBerkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.\nAmazon\nEven though Buffett's investing lieutenants, Todd Combs and Ted Weschler, are the architects behind Berkshire Hathaway's stake in Amazon (NASDAQ:AMZN), it's arguably the Buffett stock that should be bought most aggressively ahead of the second half of the year.\nAs most folks probably know, Amazon is an e-commerce juggernaut. Based on an April report from eMarketer, the company effectively controls $0.40 of every $1 spent online in the United States. It's also pivoted its online retail popularity into signing up more than 200 million people to its Prime program worldwide. The fees Amazon collects from Prime help it to undercut its competition on price. And it certainly doesn't hurt that Prime members tend to spend many multiples more than non-Prime shoppers during the course of the year.\nBut it's the company's cloud infrastructure service, Amazon Web Services (AWS), that has truly budded into a star. Since the operating margins associated with cloud infrastructure are considerably higher than what Amazon nets from retail and advertising, AWS' growth is leading to a surge in operating cash flow. If investors were to continue to pay the midpoint of Amazon's operating cash flow multiple over the past decade, it could hit $10,000 a share by 2025.\nImage source: Getty Images.\nBristol Myers Squibb\nPharmaceutical stocks are money machines, and none looks to be more attractive on a valuation basis than Bristol Myers Squibb (NYSE:BMY).\nOne reason to be excited about this drug developer is its organic growth potential. Eliquis, which was co-developed with Pfizer, has blossomed into the world's leading oral anticoagulant, with sales expected to surpass $10 billion in 2021. Meanwhile, dozens of additional clinical trials are underway for cancer immunotherapy Opdivo, which generated $7 billion in sales last year. This offers plenty of opportunity to expand Opdivo's label and pump up its pricing power.\nAnother reason Bristol Myers Squibb is such an intriguing stock is its November 2019 acquisition of cancer and immunology company Celgene. Buying Celgene brought the blockbuster multiple-myeloma drug Revlimid into the fold. Revlimid has sustainably grown its annual sales by a double-digit percentage for more than a decade, with label expansion, longer duration of use, and pricing power all playing a role. This key treatment, which topped $12 billion in sales last year, is protected from a full onslaught of generic competition until early 2026. That means Bristol Myers will be rolling in the dough for another five years, at minimum.\nImage source: Getty Images.\nMastercard\nEveryone seems to be looking for the smartest recovery play from the pandemic. Payment processor Mastercard (NYSE:MA) might well be the safest way to take advantage of a steady uptick in consumer and enterprise spending.\nMastercard isn't a cheap stock by any means -- at 36 times Wall Street's forward-year earnings consensus -- but it benefits from a simple numbers game. While economic contractions and recessions are inevitable, these periods of turbulence tend to be short-lived. By comparison, economic expansions often last many years. Buying into Mastercard allows investors to take full advantage of these long periods of economic expansion and robust spending. Plus, it doesn't hurt that Mastercard has the second-highest share of credit-card network purchase volume in the U.S., the leading market for consumption.\nInvestors can also sleep easy with the understanding that Mastercard strictly sticks to payment facilitation. Even though some of its peers also lend, and are therefore able to generate interest income and fees during bull markets, Mastercard has avoided becoming a lender. It's something you'll truly appreciate when a recession strikes. Whereas most financial stocks will be forced to set aside capital to cover credit or loan delinquencies, Mastercard won't have to. This is a big reason it bounces back from recessions quicker than most financial stocks.\nImage source: Getty Images.\nTeva Pharmaceutical Industries\nIf you have an appetite for turnaround plays, brand-name and generic-drug developer Teva Pharmaceutical Industries (NYSE:TEVA) is the stock to buy hand over fist for the second half of 2021. Like Amazon, it's a stock that was added to Berkshire Hathaway's portfolio by either Combs or Weschler and not Buffett.\nWhile there's no denying that Teva has its fair share of hurdles to overcome, the company's turnaround-focused CEO, Kare Schultz, has been a blessing. Since taking the helm less than four years ago, Schultz has helped shave off more than $10 billion in net debt, and he's overseen the reduction of roughly $3 billion in annual operating expenses. There's more work to do to improve Teva's balance sheet, but the company is very clearly on much firmer ground than it was back in 2016-2017.\nSchultz also has the potential to play peacemaker for a number of outstanding lawsuits targeting Teva's role in the opioid crisis. If this litigation can be resolved with minimal cash outlay, Teva's valuation could soar. At just 4 times the company's projected earnings in 2021, Teva is about as cheap as a healthcare stock can get.\nImage source: Getty Images.\nBank of America\nLastly, bank stock Bank of America (NYSE:BAC) has the look of a company that can be confidently bought hand over fist for the second half of 2021.\nFor much of the past decade, the Federal Reserve has kept interest rates at or near historic lows. That's meant less in the way of interest income for banks. But the latest update from the nation's central bank suggests that interest rates could begin creeping up in 2023, a year earlier than previously forecast. Bank of America is the most interest-sensitive money-center bank. According to its first-quarter investor presentation, BofA would generate $8.3 billion in net interest income on a 100-basis-point shift in the interest rate yield curve. Translation: Bank of America's profits should rocket higher beginning in 2023-2024.\nAt the same time, BofA has done an outstanding job of controlling its costs and improving its operating efficiency. Investments in digitization have resulted in higher mobile app and digital banking use, which is allowing the company to consolidate some of its branches. Even with its shares at a 13-year high, Bank of America has plenty left in the tank.","news_type":1},"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158683588,"gmtCreate":1625147725544,"gmtModify":1703737151035,"author":{"id":"3586645383408318","authorId":"3586645383408318","name":"NicLHT88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"No limit of the top lines??&nbsp;","listText":"No limit of the top lines??&nbsp;","text":"No limit of the top lines??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/158683588","repostId":"1117904279","repostType":4,"repost":{"id":"1117904279","pubTimestamp":1625132824,"share":"https://www.laohu8.com/m/news/1117904279?lang=&edition=full","pubTime":"2021-07-01 17:47","market":"us","language":"en","title":"There’s No Limit to Facebook’s Growth Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=1117904279","media":"InvestorPlace","summary":"Unless, of course, the government wins out\nFacebook(NASDAQ:FB) is worth almost $1 trillion. Yet many","content":"<p>Unless, of course, the government wins out</p>\n<p><b>Facebook</b>(NASDAQ:<b><u>FB</u></b>) is worth almost $1 trillion. Yet many people — even investors in FB stock —still don’t know&nbsp;what exactly it is.</p>\n<p>They think it’s a service or a collection of services. Facebook is the world’s free communication system. Facebook does everything&nbsp;<b>AT&amp;T</b>(NYSE:<b><u>T</u></b>) once promised to do, and it does it all for free.</p>\n<p>What’s more, Facebook has done more to open the world and bring new people to the global economy than any company ever. Rather than celebrate this success, intellectuals seem intent on destroying it. Otherwise the company would be worth even more.</p>\n<p><b>The March to a Trillion</b></p>\n<p>I wrote in January that&nbsp;it was time to buy Facebook stock. Since then, FB stock is up 35.5%, quadrupling the gain of the average&nbsp;<b>Nasdaq</b>&nbsp;stock.</p>\n<p>At $352 per share (down from its intraday high of $355) it’s worth $987 billion. That’s about 10 times this year’s expected $94 billion in revenue but just 30 times earnings. By way of comparison,<b>Microsoft</b>(NASDAQ:<b><u>MSFT</u></b>), worth $2.04 trillion, sells for 37 times earnings.</p>\n<p>Facebook is worth the price because it brings about one-third of its revenue to the net income line. It continues to grow at 18% per year, at scale. At the end of March, it had nearly $65 billion of cash and short-term investments in the bank. Long-term debt was $11 billion. Free cash flow during the most recent quarter came to almost $8 billion. This was true even after putting&nbsp;nearly $4.3 billion&nbsp;into capital investment.</p>\n<p><b>The Secret Sauce</b></p>\n<p>It’s capital investment that’s Facebook’s secret sauce. No company is doing as many different things to bring the world together&nbsp;as Facebook.</p>\n<p>Facebook now has&nbsp;15 data centers: 10 in the U.S., four in Europe and one in Singapore. It has&nbsp;its own network of fiber cables, which it sells&nbsp;as a “middle mile”&nbsp;to other companies. It’s building a fiber cable&nbsp;around Africa. Furthermore, it recently announced two new cables&nbsp;between North America and Singapore.</p>\n<p>This was made possible by Facebook’s free services and ad network, which supplied the necessary cash flow. But it was also made possible by CEO Mark Zuckerberg’s decision to commit to the cloud a decade ago, and by Facebook engineering. Facebook sponsors the&nbsp;Open Compute Project&nbsp;to drive down cloud costs and the&nbsp;Telecom Infra Project&nbsp;meant to cut networking costs.</p>\n<p>These are open-source projects, open to all. Other companies can do exactly what Facebook is doing. AT&amp;T can copy Facebook. They don’t have to reinvent anything.</p>\n<p><b>The Opponents</b></p>\n<p>For decades, AT&amp;T promised Americans universal broadband. It took billions of dollars in government subsidy based on this promise. It also broke itself with debts that, in March, were over $150 billion.</p>\n<p>Facebook has never taken a government subsidy. It has enough cash to clear all its debt. Yet it has done everything AT&amp;T once promised to do, and on a global basis.</p>\n<p>Guess which company American policymakers now favor? AT&amp;T. This, despite the fact that AT&amp;T is&nbsp;lobbying against proposals&nbsp;to subsidize fiber to homes. Pro-AT&amp;T writers insist it’s Facebook that’s subsidized, not AT&amp;T. This is because Section 230 of the Communications Act&nbsp;holds it harmless&nbsp;from speech made on its network, just as it did on AT&amp;T phone calls for decades.</p>\n<p><b>The Bottom Line on FB Stock</b></p>\n<p>The only threat to Facebook’s growth is government.</p>\n<p>Lobbyists were shocked by a recent anti-trust decision that&nbsp;went Facebook’s way. They now want&nbsp;a digital regulatory agency&nbsp;to rein it in.</p>\n<p>Facebook’s purchase of a startup called Kustomer, which makes&nbsp;customer service tools, is still being&nbsp;held up.</p>\n<p>Facebook isn’t software so much as it is hardware and networking. Its software lets it offer communication to the world, free, all paid for with cash. It’s capital spending, not some nefarious plot, that made Facebook a trillionaire.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>There’s No Limit to Facebook’s Growth Potential</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThere’s No Limit to Facebook’s Growth Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 17:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/fb-stock-theres-no-limit-to-facebooks-growth-potential/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Unless, of course, the government wins out\nFacebook(NASDAQ:FB) is worth almost $1 trillion. Yet many people — even investors in FB stock —still don’t know what exactly it is.\nThey think it’s a service...</p>\n\n<a href=\"https://investorplace.com/2021/06/fb-stock-theres-no-limit-to-facebooks-growth-potential/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://investorplace.com/2021/06/fb-stock-theres-no-limit-to-facebooks-growth-potential/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117904279","content_text":"Unless, of course, the government wins out\nFacebook(NASDAQ:FB) is worth almost $1 trillion. Yet many people — even investors in FB stock —still don’t know what exactly it is.\nThey think it’s a service or a collection of services. Facebook is the world’s free communication system. Facebook does everything AT&T(NYSE:T) once promised to do, and it does it all for free.\nWhat’s more, Facebook has done more to open the world and bring new people to the global economy than any company ever. Rather than celebrate this success, intellectuals seem intent on destroying it. Otherwise the company would be worth even more.\nThe March to a Trillion\nI wrote in January that it was time to buy Facebook stock. Since then, FB stock is up 35.5%, quadrupling the gain of the average Nasdaq stock.\nAt $352 per share (down from its intraday high of $355) it’s worth $987 billion. That’s about 10 times this year’s expected $94 billion in revenue but just 30 times earnings. By way of comparison,Microsoft(NASDAQ:MSFT), worth $2.04 trillion, sells for 37 times earnings.\nFacebook is worth the price because it brings about one-third of its revenue to the net income line. It continues to grow at 18% per year, at scale. At the end of March, it had nearly $65 billion of cash and short-term investments in the bank. Long-term debt was $11 billion. Free cash flow during the most recent quarter came to almost $8 billion. This was true even after putting nearly $4.3 billion into capital investment.\nThe Secret Sauce\nIt’s capital investment that’s Facebook’s secret sauce. No company is doing as many different things to bring the world together as Facebook.\nFacebook now has 15 data centers: 10 in the U.S., four in Europe and one in Singapore. It has its own network of fiber cables, which it sells as a “middle mile” to other companies. It’s building a fiber cable around Africa. Furthermore, it recently announced two new cables between North America and Singapore.\nThis was made possible by Facebook’s free services and ad network, which supplied the necessary cash flow. But it was also made possible by CEO Mark Zuckerberg’s decision to commit to the cloud a decade ago, and by Facebook engineering. Facebook sponsors the Open Compute Project to drive down cloud costs and the Telecom Infra Project meant to cut networking costs.\nThese are open-source projects, open to all. Other companies can do exactly what Facebook is doing. AT&T can copy Facebook. They don’t have to reinvent anything.\nThe Opponents\nFor decades, AT&T promised Americans universal broadband. It took billions of dollars in government subsidy based on this promise. It also broke itself with debts that, in March, were over $150 billion.\nFacebook has never taken a government subsidy. It has enough cash to clear all its debt. Yet it has done everything AT&T once promised to do, and on a global basis.\nGuess which company American policymakers now favor? AT&T. This, despite the fact that AT&T is lobbying against proposals to subsidize fiber to homes. Pro-AT&T writers insist it’s Facebook that’s subsidized, not AT&T. This is because Section 230 of the Communications Act holds it harmless from speech made on its network, just as it did on AT&T phone calls for decades.\nThe Bottom Line on FB Stock\nThe only threat to Facebook’s growth is government.\nLobbyists were shocked by a recent anti-trust decision that went Facebook’s way. They now want a digital regulatory agency to rein it in.\nFacebook’s purchase of a startup called Kustomer, which makes customer service tools, is still being held up.\nFacebook isn’t software so much as it is hardware and networking. Its software lets it offer communication to the world, free, all paid for with cash. It’s capital spending, not some nefarious plot, that made Facebook a trillionaire.","news_type":1},"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158680124,"gmtCreate":1625147664868,"gmtModify":1703737147606,"author":{"id":"3586645383408318","authorId":"3586645383408318","name":"NicLHT88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"? ? ? Ok","listText":"? ? ? Ok","text":"? ? ? Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/158680124","repostId":"1100462654","repostType":4,"repost":{"id":"1100462654","pubTimestamp":1625142600,"share":"https://www.laohu8.com/m/news/1100462654?lang=&edition=full","pubTime":"2021-07-01 20:30","market":"us","language":"en","title":"NIO’s June Deliveries Were Impressive. It’s Good News for EV Makers.","url":"https://stock-news.laohu8.com/highlight/detail?id=1100462654","media":"Barrons","summary":"The Chinese electric- vehicle maker NIO delivered a record number of cars in June, sending the stock","content":"<p>The Chinese electric- vehicle maker NIO delivered a record number of cars in June, sending the stock higher again. Shares of other EV makers selling in China, from Tesla to Li Auto, should benefit from the news.</p>\n<p>NIO (ticker: NIO) reported 8,083 vehicle deliveries for June, up from 6,711 in May, marking the first time monthly deliveries cracked the 8,000 mark. For the second quarter, NIO delivered just under 22,000 cars, the high end of the range the company predicted at the beginning of June.</p>\n<p>It’s a good result. Not only does it demonstrate that NIO’s production capacity is continuing to grow, it shows demand for EVs in China remains strong. The delivery figure also strengthens the case that the&nbsp;semiconductor shortage&nbsp;that limited global automotive production in the first half of 2021 is starting to fade. The latter two conclusions are good news for all EV manufacturers.</p>\n<p>NIO stock was up 2.8% in premarket trading. Futures on the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average,meanwhile, are close to flat.</p>\n<p>Investors and traders have been anticipating&nbsp;a good delivery result. NIO stock rose 38% in June and is up 18% week to date. Citigroup analyst&nbsp;Jeff Chung&nbsp;increased his target for NIO’s stock price Wednesday to $72 a share, partly because he saw strong demand for EVs.</p>\n<p>Recent gains have pushed the stock back into positive territory for the year. NIO stock is now up 9% year to date, though it is still down about 21% from its January 52-week high of about $67.</p>\n<p>The gains have pushed NIO’s market capitalization to about $87 billion, putting it past&nbsp;General Motors(GM) and its $86 billion capitalization.</p>\n<p>NIO hasn’t offered a forecast for NIO’s full-year deliveries, but Citi’s Chung, however, expects NIO to delivery about 93,000 vehicles in 2020. He says deliveries should increase sequentially in the third and fourth quarters of 2021. For the first half of 2021, NIO delivered almost 42,000 cars.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO’s June Deliveries Were Impressive. It’s Good News for EV Makers.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO’s June Deliveries Were Impressive. It’s Good News for EV Makers.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 20:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nios-ev-stock-june-deliveries-51625141190?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Chinese electric- vehicle maker NIO delivered a record number of cars in June, sending the stock higher again. Shares of other EV makers selling in China, from Tesla to Li Auto, should benefit ...</p>\n\n<a href=\"https://www.barrons.com/articles/nios-ev-stock-june-deliveries-51625141190?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.barrons.com/articles/nios-ev-stock-june-deliveries-51625141190?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100462654","content_text":"The Chinese electric- vehicle maker NIO delivered a record number of cars in June, sending the stock higher again. Shares of other EV makers selling in China, from Tesla to Li Auto, should benefit from the news.\nNIO (ticker: NIO) reported 8,083 vehicle deliveries for June, up from 6,711 in May, marking the first time monthly deliveries cracked the 8,000 mark. For the second quarter, NIO delivered just under 22,000 cars, the high end of the range the company predicted at the beginning of June.\nIt’s a good result. Not only does it demonstrate that NIO’s production capacity is continuing to grow, it shows demand for EVs in China remains strong. The delivery figure also strengthens the case that the semiconductor shortage that limited global automotive production in the first half of 2021 is starting to fade. The latter two conclusions are good news for all EV manufacturers.\nNIO stock was up 2.8% in premarket trading. Futures on the S&P 500 and Dow Jones Industrial Average,meanwhile, are close to flat.\nInvestors and traders have been anticipating a good delivery result. NIO stock rose 38% in June and is up 18% week to date. Citigroup analyst Jeff Chung increased his target for NIO’s stock price Wednesday to $72 a share, partly because he saw strong demand for EVs.\nRecent gains have pushed the stock back into positive territory for the year. NIO stock is now up 9% year to date, though it is still down about 21% from its January 52-week high of about $67.\nThe gains have pushed NIO’s market capitalization to about $87 billion, putting it past General Motors(GM) and its $86 billion capitalization.\nNIO hasn’t offered a forecast for NIO’s full-year deliveries, but Citi’s Chung, however, expects NIO to delivery about 93,000 vehicles in 2020. He says deliveries should increase sequentially in the third and fourth quarters of 2021. For the first half of 2021, NIO delivered almost 42,000 cars.","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150300957,"gmtCreate":1624885577579,"gmtModify":1703846991695,"author":{"id":"3586645383408318","authorId":"3586645383408318","name":"NicLHT88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150300957","repostId":"1114821094","repostType":2,"repost":{"id":"1114821094","pubTimestamp":1624866948,"share":"https://www.laohu8.com/m/news/1114821094?lang=&edition=full","pubTime":"2021-06-28 15:55","market":"us","language":"en","title":"BlackBerry Revenue Struggle Continues","url":"https://stock-news.laohu8.com/highlight/detail?id=1114821094","media":"seekingalpha","summary":"Summary\n\nWhile top line beats, core business basically stagnating.\nOperating losses don't seem to be","content":"<p><b>Summary</b></p>\n<ul>\n <li>While top line beats, core business basically stagnating.</li>\n <li>Operating losses don't seem to be going away anytime soon.</li>\n <li>Recent rally won't hold if stock valued on fundamentals.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edb0094dfdedbde038d5b19e46b477f1\" tg-width=\"768\" tg-height=\"597\"><span>Guirong Hao/iStock via Getty Images</span></p>\n<p>After the bell last Thursday, we received&nbsp;fiscal Q1 earnings results&nbsp;from BlackBerry (BB). While the company's shares have rallied at times recently, thanks to the retail trading mania, results have been rather poor. For the first quarter of its fiscal 2022 year, BlackBerry announced its lowest three-month revenue number under CEO John Chen. If this name loses the reddit fans that have propped up the stock, shares are likely to head lower as results just aren't there yet.</p>\n<p>If you remember&nbsp;the company's previous earnings report, management discussed back in late March that it had entered negotiations for a potential sale of its patent portfolio. Thus, the revenue forecast for the Licensing segment was essentially reduced for the year, with the following commentary from management&nbsp;on that earnings call:</p>\n<blockquote>\n However, appreciating that it will be useful to have an outlook for modeling purpose, the most conservative scenario in which sales, we modeled that sales does not happen or does not complete, full year licensing revenue will be in the region of $100 million. In this scenario, we assume that negotiation and regulatory review continue for the first half and therefore we expect revenue to be limited in the range of maybe $10 million to $15 million per quarter.\n</blockquote>\n<p>For the quarter, total revenues of $174 million came in about $3 million ahead of Street estimates. However, the composition of the revenue generated was not what many were hoping for. Licensing actually came in at $24 million, much higher than what estimates called for. As management stated&nbsp;on the conference call, some business came in earlier than expected. Just like many recent quarters that we've seen, the pull-forward in this segment made the overall quarter look less bad, and without this extra business, the top line would have easily missed estimates.</p>\n<p>That revenue upside meant that the newly called Cyber Security and IoT segments only represented $150 million. The total on those two business lines was up a paltry $2 million over the prior year period, and down $18 million from Q1 2020. On the call, management said it expects cyber security revenue to come in at the low end of its previous guidance range for the full fiscal year. A good portion of BlackBerry's key metrics also weakened over the prior year period, as detailed in the graphic below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82ba0e5502df8810761def4deddeb053\" tg-width=\"570\" tg-height=\"145\"><span>(Source: Q1 2021 earnings release, linked above)</span></p>\n<p>The year-over-year numbers certainly aren't good, with annual recurring revenue down by $23 million. The dollar-based net retention rate has also dipped by 7 percentage points. Supporters will talk about the growth in the QNX backlog, and BlackBerry management said in the earnings release that this was a 9% year-over-year increase. That seems to be what the graphic is saying, but take a look at what was said in previous press releases (bold emphasis added). The following statements make that year-over-year growth rate seem not true, that this is actually a 5 quarter increase, taking a good chunk of that growth rate away.</p>\n<blockquote>\n Fiscal Q1 2021 Document,linked here:\n</blockquote>\n<blockquote>\n The Company's QNX royalty revenue backlog was approximately $450 million at&nbsp;\n <b>the beginning of the first quarterof fiscal 2021</b>.\n</blockquote>\n<blockquote>\n Recent QNX release,linked here:\n</blockquote>\n<blockquote>\n BlackBerry also announced that BlackBerry QNX royalty revenue backlog has increased to $490 million at the&nbsp;\n <b>end of its first quarter of fiscal year2022</b>.\n</blockquote>\n<p>With the company's revenue base shrinking to a new low under this CEO, the rest of the income statement didn't look much better. Gross margins fell nearly 4 percentage points, while the operating loss excluding items jumped from $50 million to $62 million. The company matched Street non-GAAP loss estimates at a nickel per share. However, this was again due to a number of items that management excludes that are traditional expenses for companies like this, including stock-based compensation and intangibles amortization.</p>\n<p>For the quarter, cash burn came in at $35 million, $3 million more than the year-ago period. The value of equity on the balance sheet dropped another $48 million, and there is a larger holding value of intangibles and goodwill combined than there is equity. Total deferred revenue dropped again from $294 million to $265 million, which will further impact the company's ability for the top line to grow moving forward. Billings were also down on a year-over-year and sequential basis.</p>\n<p>I mentioned in&nbsp;my previous article&nbsp;that the biggest argument against the name right now is valuation. I compared BlackBerry to IBM (IBM), which itself has had revenue troubles as it transitions its legacy businesses to more current ones. Even if BlackBerry were worth three times IBM on a price to sales basis, BlackBerry would be worth about $10.51 more than a year out. I don't see anything in last week's report that really changes that number, and one could argue my previous revenue growth hope for the following fiscal year now needs to come down a bit. The recent \"reddit rally\" has also pushed the name well above its key technical levels as seen in the chart below (50-day in purple, 200-day in red).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e0060206489ea2bfe405eae34646358\" tg-width=\"640\" tg-height=\"275\"><span>(Source: Yahoo! Finance)</span></p>\n<p>In the end, last week's earnings report showed that the revenue struggles at BlackBerry have not subsided. Another licensing pull-forward helped the overall numbers look okay, but the core business is not doing well overall. Management reduced its guidance for both the Cyber Security and IoT segments, signaling that this latest turnaround will take longer than expected. If the stock cannot hold on to its reddit crowd base, shares will likely continue to pull back to where the valuation should realistically be.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BlackBerry Revenue Struggle Continues</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBlackBerry Revenue Struggle Continues\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 15:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436862-blackberry-revenue-struggle-continues><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nWhile top line beats, core business basically stagnating.\nOperating losses don't seem to be going away anytime soon.\nRecent rally won't hold if stock valued on fundamentals.\n\nGuirong Hao/...</p>\n\n<a href=\"https://seekingalpha.com/article/4436862-blackberry-revenue-struggle-continues\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BB":"黑莓"},"source_url":"https://seekingalpha.com/article/4436862-blackberry-revenue-struggle-continues","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114821094","content_text":"Summary\n\nWhile top line beats, core business basically stagnating.\nOperating losses don't seem to be going away anytime soon.\nRecent rally won't hold if stock valued on fundamentals.\n\nGuirong Hao/iStock via Getty Images\nAfter the bell last Thursday, we received fiscal Q1 earnings results from BlackBerry (BB). While the company's shares have rallied at times recently, thanks to the retail trading mania, results have been rather poor. For the first quarter of its fiscal 2022 year, BlackBerry announced its lowest three-month revenue number under CEO John Chen. If this name loses the reddit fans that have propped up the stock, shares are likely to head lower as results just aren't there yet.\nIf you remember the company's previous earnings report, management discussed back in late March that it had entered negotiations for a potential sale of its patent portfolio. Thus, the revenue forecast for the Licensing segment was essentially reduced for the year, with the following commentary from management on that earnings call:\n\n However, appreciating that it will be useful to have an outlook for modeling purpose, the most conservative scenario in which sales, we modeled that sales does not happen or does not complete, full year licensing revenue will be in the region of $100 million. In this scenario, we assume that negotiation and regulatory review continue for the first half and therefore we expect revenue to be limited in the range of maybe $10 million to $15 million per quarter.\n\nFor the quarter, total revenues of $174 million came in about $3 million ahead of Street estimates. However, the composition of the revenue generated was not what many were hoping for. Licensing actually came in at $24 million, much higher than what estimates called for. As management stated on the conference call, some business came in earlier than expected. Just like many recent quarters that we've seen, the pull-forward in this segment made the overall quarter look less bad, and without this extra business, the top line would have easily missed estimates.\nThat revenue upside meant that the newly called Cyber Security and IoT segments only represented $150 million. The total on those two business lines was up a paltry $2 million over the prior year period, and down $18 million from Q1 2020. On the call, management said it expects cyber security revenue to come in at the low end of its previous guidance range for the full fiscal year. A good portion of BlackBerry's key metrics also weakened over the prior year period, as detailed in the graphic below.\n(Source: Q1 2021 earnings release, linked above)\nThe year-over-year numbers certainly aren't good, with annual recurring revenue down by $23 million. The dollar-based net retention rate has also dipped by 7 percentage points. Supporters will talk about the growth in the QNX backlog, and BlackBerry management said in the earnings release that this was a 9% year-over-year increase. That seems to be what the graphic is saying, but take a look at what was said in previous press releases (bold emphasis added). The following statements make that year-over-year growth rate seem not true, that this is actually a 5 quarter increase, taking a good chunk of that growth rate away.\n\n Fiscal Q1 2021 Document,linked here:\n\n\n The Company's QNX royalty revenue backlog was approximately $450 million at \n the beginning of the first quarterof fiscal 2021.\n\n\n Recent QNX release,linked here:\n\n\n BlackBerry also announced that BlackBerry QNX royalty revenue backlog has increased to $490 million at the \n end of its first quarter of fiscal year2022.\n\nWith the company's revenue base shrinking to a new low under this CEO, the rest of the income statement didn't look much better. Gross margins fell nearly 4 percentage points, while the operating loss excluding items jumped from $50 million to $62 million. The company matched Street non-GAAP loss estimates at a nickel per share. However, this was again due to a number of items that management excludes that are traditional expenses for companies like this, including stock-based compensation and intangibles amortization.\nFor the quarter, cash burn came in at $35 million, $3 million more than the year-ago period. The value of equity on the balance sheet dropped another $48 million, and there is a larger holding value of intangibles and goodwill combined than there is equity. Total deferred revenue dropped again from $294 million to $265 million, which will further impact the company's ability for the top line to grow moving forward. Billings were also down on a year-over-year and sequential basis.\nI mentioned in my previous article that the biggest argument against the name right now is valuation. I compared BlackBerry to IBM (IBM), which itself has had revenue troubles as it transitions its legacy businesses to more current ones. Even if BlackBerry were worth three times IBM on a price to sales basis, BlackBerry would be worth about $10.51 more than a year out. I don't see anything in last week's report that really changes that number, and one could argue my previous revenue growth hope for the following fiscal year now needs to come down a bit. The recent \"reddit rally\" has also pushed the name well above its key technical levels as seen in the chart below (50-day in purple, 200-day in red).\n(Source: Yahoo! Finance)\nIn the end, last week's earnings report showed that the revenue struggles at BlackBerry have not subsided. Another licensing pull-forward helped the overall numbers look okay, but the core business is not doing well overall. Management reduced its guidance for both the Cyber Security and IoT segments, signaling that this latest turnaround will take longer than expected. If the stock cannot hold on to its reddit crowd base, shares will likely continue to pull back to where the valuation should realistically be.","news_type":1},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150977685,"gmtCreate":1624885513547,"gmtModify":1703846991210,"author":{"id":"3586645383408318","authorId":"3586645383408318","name":"NicLHT88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150977685","repostId":"1188792122","repostType":4,"repost":{"id":"1188792122","pubTimestamp":1624868413,"share":"https://www.laohu8.com/m/news/1188792122?lang=&edition=full","pubTime":"2021-06-28 16:20","market":"us","language":"en","title":"The Outlook of Coupang Stock Is Quite Strong","url":"https://stock-news.laohu8.com/highlight/detail?id=1188792122","media":"InvestorPlace","summary":"CPNG stock can double or triple over the next two to three years","content":"<p><b>Coupang</b>(NYSE:<b><u>CPNG</u></b>), a leading South Korean e-commerce company, has developed attractive new services and&nbsp; has decided to expand to multiple, new geographic markets. As a result,&nbsp; I expect CPNG stock to meaningfully outperform the market over the longer term.</p>\n<p>What’s more, Coupang’s decision to enter the third-party logistics market should be very positive for its shares, while the company’s valuation appears to have significant room to expand.</p>\n<p><b>Impressive New Services and Important New Markets</b></p>\n<p>Among the relatively unique services the company&nbsp;is offering are overnight and same-day deliveries,&nbsp; deliveries without boxes (the company places 75% of its products “in a simple sleeve”),&nbsp; and returns without packaging or mailing (customers can return products by simply placing them outside their front doors.) Additionally, Coupang&nbsp;reportedly fulfills&nbsp;all orders on the day after they are made.</p>\n<p>Taken together, I believe that these services, which Coupang has worked hard to implement, give the company important competitive advantages.</p>\n<p>With these competitive advantages, Coupang should be able to quickly gain market share in the countries that it’s reportedly looking to enter: Japan, Singapore, and Malaysia.&nbsp; (In my previous&nbsp;column on CPNG stock, I had predicted that the e-commerce company would look to enter new markets).</p>\n<p>These countries all have important, positive attributes for Coupang. Singapore is wealthy and has high population density, allowing products to be delivered very quickly. Neither of the e-commerce gorillas {<b>Amazon</b>(NASDAQ:<b><u>AMZN</u></b>) and&nbsp;<b>Alibaba</b>(NYSE:<b><u>BABA</u></b>)} has footholds there.</p>\n<p>Japan has a large, wealthy population and Japan’s&nbsp;<b>Softbank</b>(OTC:<b><u>SFTBY</u></b>), a major investor in Coupang, should be able to help the South Korean company succeed there. Malaysia is home to nearly 32 million people and has a high population density, while neither Alibaba nor Amazon has commanding&nbsp; market share there.</p>\n<p><b>The Third-Party Logistics Business Is Likely to Be a Strong Catalyst</b></p>\n<p>Given Coupang’s ability to deliver all of its packages by the next day, I’m sure that the company’s logistics operation is quite impressive.&nbsp; Therefore, the South Korean government’s approval earlier this year of Coupang’s application to offer delivery services to other companies should ultimately meaningfully boost the e-commerce giant’s top and bottom lines. In the future, Coupang should be able to offer logistics services to other companies in countries besides South Korea.</p>\n<p>Worth noting is that&nbsp;<b>JD.com</b>(NASDAQ:<b><u>JD</u></b>), which has become one of China’s most successful e-commerce companies, has also built up a very successful third-party logistics service. Moreover, JD stock has jumped over 150%&nbsp;in the&nbsp; last two years.</p>\n<p><b>Profitability Will Come and the Big Money Is Bullish</b></p>\n<p>JD.com,&nbsp; which, like Coupang, is a rapidly growing e-0commerce company with a strong logistics business, reported earnings from continuing operations of $7.56 billion in 2020, versus losses of $1.19 billion and $407 million in 2015 and 2018, respectively.</p>\n<p>As Coupang expands geographically grows its logistics business, and its costs as a percentage of its revenue drop, I expect it to follow a similar path.</p>\n<p>Meanwhile, somewhat validating Coupang’s business and outlook, multiple huge investors hold large amounts of CPNG stock.&nbsp; For example, as of March, Softbank had&nbsp;a 37% stake&nbsp;in the company, while the investment fund of well-known investor Stanley Druckenmiller recently bought 714,000 shares of Coupang.</p>\n<p>Also adding new stakes in Coupang recently were&nbsp;the &nbsp;Bill &amp; Melinda Gates&nbsp;Foundation,and Saudi Capital.</p>\n<p><b>Valuation and the Bottom Line on CPNG Stock</b></p>\n<p>Coupang has a market capitalization of $67.66 billion, versus $116 billion for JD, $592 billion for Alibaba, and $1.76 trillion for Amazon.</p>\n<p>Given that disparity and Coupang’s multiple, strong positive catalysts, I believe that CPNG stock could easily double or triple over the next two to three years. Consequently, I recommend that longer-term growth investors buy the company’s shares at this point.</p>\n<p>I had been cautious on CPNG stock in my previous column. But given the company’s apparent decision to actually enter new markets, including Japan, the strength of its logistics business, its special services, and the fact that it’s going to start providing logistics services to other companies. –all of which iIve just learned about — my view of the shares has become much more bullish.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Outlook of Coupang Stock Is Quite Strong</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Outlook of Coupang Stock Is Quite Strong\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 16:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/the-outlook-of-coupang-stock-is-quite-strong/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Coupang(NYSE:CPNG), a leading South Korean e-commerce company, has developed attractive new services and  has decided to expand to multiple, new geographic markets. As a result,  I expect CPNG stock ...</p>\n\n<a href=\"https://investorplace.com/2021/06/the-outlook-of-coupang-stock-is-quite-strong/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CPNG":"Coupang, Inc."},"source_url":"https://investorplace.com/2021/06/the-outlook-of-coupang-stock-is-quite-strong/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188792122","content_text":"Coupang(NYSE:CPNG), a leading South Korean e-commerce company, has developed attractive new services and  has decided to expand to multiple, new geographic markets. As a result,  I expect CPNG stock to meaningfully outperform the market over the longer term.\nWhat’s more, Coupang’s decision to enter the third-party logistics market should be very positive for its shares, while the company’s valuation appears to have significant room to expand.\nImpressive New Services and Important New Markets\nAmong the relatively unique services the company is offering are overnight and same-day deliveries,  deliveries without boxes (the company places 75% of its products “in a simple sleeve”),  and returns without packaging or mailing (customers can return products by simply placing them outside their front doors.) Additionally, Coupang reportedly fulfills all orders on the day after they are made.\nTaken together, I believe that these services, which Coupang has worked hard to implement, give the company important competitive advantages.\nWith these competitive advantages, Coupang should be able to quickly gain market share in the countries that it’s reportedly looking to enter: Japan, Singapore, and Malaysia.  (In my previous column on CPNG stock, I had predicted that the e-commerce company would look to enter new markets).\nThese countries all have important, positive attributes for Coupang. Singapore is wealthy and has high population density, allowing products to be delivered very quickly. Neither of the e-commerce gorillas {Amazon(NASDAQ:AMZN) and Alibaba(NYSE:BABA)} has footholds there.\nJapan has a large, wealthy population and Japan’s Softbank(OTC:SFTBY), a major investor in Coupang, should be able to help the South Korean company succeed there. Malaysia is home to nearly 32 million people and has a high population density, while neither Alibaba nor Amazon has commanding  market share there.\nThe Third-Party Logistics Business Is Likely to Be a Strong Catalyst\nGiven Coupang’s ability to deliver all of its packages by the next day, I’m sure that the company’s logistics operation is quite impressive.  Therefore, the South Korean government’s approval earlier this year of Coupang’s application to offer delivery services to other companies should ultimately meaningfully boost the e-commerce giant’s top and bottom lines. In the future, Coupang should be able to offer logistics services to other companies in countries besides South Korea.\nWorth noting is that JD.com(NASDAQ:JD), which has become one of China’s most successful e-commerce companies, has also built up a very successful third-party logistics service. Moreover, JD stock has jumped over 150% in the  last two years.\nProfitability Will Come and the Big Money Is Bullish\nJD.com,  which, like Coupang, is a rapidly growing e-0commerce company with a strong logistics business, reported earnings from continuing operations of $7.56 billion in 2020, versus losses of $1.19 billion and $407 million in 2015 and 2018, respectively.\nAs Coupang expands geographically grows its logistics business, and its costs as a percentage of its revenue drop, I expect it to follow a similar path.\nMeanwhile, somewhat validating Coupang’s business and outlook, multiple huge investors hold large amounts of CPNG stock.  For example, as of March, Softbank had a 37% stake in the company, while the investment fund of well-known investor Stanley Druckenmiller recently bought 714,000 shares of Coupang.\nAlso adding new stakes in Coupang recently were the  Bill & Melinda Gates Foundation,and Saudi Capital.\nValuation and the Bottom Line on CPNG Stock\nCoupang has a market capitalization of $67.66 billion, versus $116 billion for JD, $592 billion for Alibaba, and $1.76 trillion for Amazon.\nGiven that disparity and Coupang’s multiple, strong positive catalysts, I believe that CPNG stock could easily double or triple over the next two to three years. Consequently, I recommend that longer-term growth investors buy the company’s shares at this point.\nI had been cautious on CPNG stock in my previous column. But given the company’s apparent decision to actually enter new markets, including Japan, the strength of its logistics business, its special services, and the fact that it’s going to start providing logistics services to other companies. –all of which iIve just learned about — my view of the shares has become much more bullish.","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150974790,"gmtCreate":1624885472310,"gmtModify":1703846990565,"author":{"id":"3586645383408318","authorId":"3586645383408318","name":"NicLHT88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150974790","repostId":"1126982912","repostType":4,"repost":{"id":"1126982912","pubTimestamp":1624870223,"share":"https://www.laohu8.com/m/news/1126982912?lang=&edition=full","pubTime":"2021-06-28 16:50","market":"us","language":"en","title":"Apple Explores Bigger iPads and Reshuffles Its Car Team","url":"https://stock-news.laohu8.com/highlight/detail?id=1126982912","media":"Bloomberg","summary":"Hey everyone! Welcome to Power On, a weekly newsletter where I’m going to write about my passions—Ap","content":"<p>Hey everyone! Welcome to&nbsp;Power On, a weekly newsletter where I’m going to write about my passions—Apple, new devices and Silicon Valley secrets—with the occasional riff about my non-work obsession, the NBA. This is the inaugural edition, and be warned, I’m just getting over the Lakers playoffs loss.&nbsp;Take a look around, let me know what you think, and send your questions via&nbsp;email&nbsp;or&nbsp;Twitter.</p>\n<p><b>The Starters</b></p>\n<p>Let’s get right to the point: I wrote this newsletter on an iPad Pro. That might not sound like some shocking revelation, but trust me, I had all but relegated the tablet to video watching and light gaming duties. Since this month’s release of the iPadOS 15 beta, however, I’ve left my laptop mostly behind and have done the vast majority of my work from the iPad.</p>\n<p>Now I have even stronger feelings for what Apple Inc. needs to change about the iPad—and it goes beyond software. It’s time for a giant screen, one in the 14-inch to 16-inch range. I love the speed, touchscreen, versatility and Magic Keyboard, but the 12.9-inch display is far too small for someone accustomed to a 16-inch MacBook Pro.</p>\n<p>And I’m not the only one who thinks that: I’m told that Apple has engineers and designers exploring larger iPads that could hit stores a couple of years down the road at the earliest. They’re unlikely for next year—with Apple’s attention on a&nbsp;redesigned iPad Pro&nbsp;in the current sizes for 2022—and it’s possible they never come at all. But a big iPad would be the perfect device for many people, including me, and would continue to blur the lines between tablet and laptop.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1dfbe3939d99fa08873818e1774ac143\" tg-width=\"2000\" tg-height=\"1333\"><span>Photographer: Nina Riggio/Bloomberg</span></p>\n<p>Speaking of the iPad and Mac becoming more similar, I think Apple has absolutely moved the needle with the iPad Pro, when it comes to its software, but it still ultimately needs to allow Mac apps and Mac-like multitasking with more flexible arrangements of app windows.</p>\n<p>I’m liking the multitasking improvements so far in the iPad beta. The biggest change there for me is the ability to launch apps into split view from the home screen, rather than just from the dock. I’m digging the App Library, which is basically now the iPad version of Launchpad on the Mac.</p>\n<p>But I’d still like the ability to have four or five easily resizable and movable windows in front of me at once like I can on my Mac. Or on Windows, which just&nbsp;showed off a new version&nbsp;last week with a cleaner&nbsp;interface. And I’d like to be able to run some of my Mac apps, such as those for work, that don’t exist on the iPad. A larger iPad Pro would be the perfect place for both of those enhancements. It’s time for Apple to rip off the Band-Aid and go all in on the iPad.</p>\n<p><b>The Bench</b></p>\n<p><b>Amazon explores AR glasses and a foldable Kindle e-reader.</b>Apple’s labs in Cupertino, California, aren’t the only ones cooking up new projects. While Amazon.com Inc. is still at work on many home gadgets like&nbsp;Echos&nbsp;and a future&nbsp;home robot, it also has its eyes on mobile devices, according to a person with knowledge of the company’s explorations. That includes long-term plans for augmented reality glasses (of course, a space&nbsp;Apple plans to enter) and even internal discussion of a Kindle e-reader with a foldable screen, after&nbsp;Samsung popularized the technology.</p>\n<p><b>Apple’s App Store revenue machine keeps growing.</b>Apple continues to have several billion reasons to protect its App Store from lawmakers. The company generated $12 billion in revenue from the App Store globally in the first half of 2021, up 18% from the same period a year ago, according to estimates from Sensor Tower shared exclusively with Bloomberg Power On. That even takes into account some apps moving to a&nbsp;15% revenue share&nbsp;as part of Apple’s small business program.</p>\n<p><b>Peloton takes on the Apple Watch’s heart rate sensor.</b>Peloton Interactive Inc. is ready to move beyond bikes and treadmills and into wearables, a natural extension of the fitness technology space. The company is working on a&nbsp;heart rate monitor&nbsp;for the arm to interact with the Peloton phone app and its exercise equipment. My guess is that’s only the beginning for their wearable ambitions, though.</p>\n<p><b>Speaking of the Apple Watch, new models aplenty are coming.</b>Apple has a long roadmap ahead for the watch. On tap for this year:a bit of a redesign&nbsp;with an upgraded screen, faster processor and new wireless technology. For next year, expect a more iterative update to the flagship model that adds a body temperature sensor alongside a new Apple Watch SE and an&nbsp;explorer edition&nbsp;with a more rugged frame. A&nbsp;blood sugar monitor is further off.</p>\n<p><b>Roster Changes</b></p>\n<p>Since the project started to take shape&nbsp;around 2014, Apple’s self-driving car team has seen several leadership changes. But in 2018, it gained some management stability with the hire of Doug Field, a vice president who now runs the effort after steering Tesla Inc.’s development of the Model 3.</p>\n<p>This year, however, the car team underwent some more change: At least three top members of the group&nbsp;departed this year: Benjamin Lyon, Jaime Waydo and Dave Scott, who worked on engineering, safety systems and robotics, respectively. More recently,Apple hired Ulrich Kranz&nbsp;as a top lieutenant to Field. Kranz is an auto industry veteran who helped oversee the development of BMW’s i3 electric car and i8 hybrid&nbsp;and held leading roles at self-driving startups Canoo and Faraday Future. Kranz’s résumé isn’t exactly a slam dunk in the car world, with the BMWs being panned by some design critics and both of his startups mostly failing, but his experience reaffirms Apple’s ultimate ambitions.</p>\n<p>These weren’t the only changes to the top levels of Apple’s car team. The company has promoted some other names to the car division’s leadership as part of a reshuffle, according to members of the group.</p>\n<p>They include:</p>\n<ul>\n <li>Hanns Tappeiner, the co-founder and former president of now-defunct robotic toy car startup Anki (which was&nbsp;featured onstage at WWDC&nbsp;in 2013)</li>\n <li>Tim Cheng, who ran the car operating system team for Drive.ai, a self-driving startup&nbsp;Apple bought&nbsp;two years ago</li>\n <li>Hans Lee, who joined Apple in March after departing Freedom Robotics, a company he co-founded that creates software to control fleets of robots</li>\n <li>Martin Levihn, who now runs a group overseeing artificial intelligence-based decision making for self-driving cars</li>\n <li>Paul Costa, a longtime Apple hardware engineering manager</li>\n</ul>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Explores Bigger iPads and Reshuffles Its Car Team</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Explores Bigger iPads and Reshuffles Its Car Team\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 16:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/newsletters/2021-06-27/big-ipads-apple-car-changes-amazon-ar-glasses-inside-big-tech-labs?sref=TBDibEcD><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hey everyone! Welcome to Power On, a weekly newsletter where I’m going to write about my passions—Apple, new devices and Silicon Valley secrets—with the occasional riff about my non-work obsession, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/newsletters/2021-06-27/big-ipads-apple-car-changes-amazon-ar-glasses-inside-big-tech-labs?sref=TBDibEcD\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.bloomberg.com/news/newsletters/2021-06-27/big-ipads-apple-car-changes-amazon-ar-glasses-inside-big-tech-labs?sref=TBDibEcD","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126982912","content_text":"Hey everyone! Welcome to Power On, a weekly newsletter where I’m going to write about my passions—Apple, new devices and Silicon Valley secrets—with the occasional riff about my non-work obsession, the NBA. This is the inaugural edition, and be warned, I’m just getting over the Lakers playoffs loss. Take a look around, let me know what you think, and send your questions via email or Twitter.\nThe Starters\nLet’s get right to the point: I wrote this newsletter on an iPad Pro. That might not sound like some shocking revelation, but trust me, I had all but relegated the tablet to video watching and light gaming duties. Since this month’s release of the iPadOS 15 beta, however, I’ve left my laptop mostly behind and have done the vast majority of my work from the iPad.\nNow I have even stronger feelings for what Apple Inc. needs to change about the iPad—and it goes beyond software. It’s time for a giant screen, one in the 14-inch to 16-inch range. I love the speed, touchscreen, versatility and Magic Keyboard, but the 12.9-inch display is far too small for someone accustomed to a 16-inch MacBook Pro.\nAnd I’m not the only one who thinks that: I’m told that Apple has engineers and designers exploring larger iPads that could hit stores a couple of years down the road at the earliest. They’re unlikely for next year—with Apple’s attention on a redesigned iPad Pro in the current sizes for 2022—and it’s possible they never come at all. But a big iPad would be the perfect device for many people, including me, and would continue to blur the lines between tablet and laptop.\nPhotographer: Nina Riggio/Bloomberg\nSpeaking of the iPad and Mac becoming more similar, I think Apple has absolutely moved the needle with the iPad Pro, when it comes to its software, but it still ultimately needs to allow Mac apps and Mac-like multitasking with more flexible arrangements of app windows.\nI’m liking the multitasking improvements so far in the iPad beta. The biggest change there for me is the ability to launch apps into split view from the home screen, rather than just from the dock. I’m digging the App Library, which is basically now the iPad version of Launchpad on the Mac.\nBut I’d still like the ability to have four or five easily resizable and movable windows in front of me at once like I can on my Mac. Or on Windows, which just showed off a new version last week with a cleaner interface. And I’d like to be able to run some of my Mac apps, such as those for work, that don’t exist on the iPad. A larger iPad Pro would be the perfect place for both of those enhancements. It’s time for Apple to rip off the Band-Aid and go all in on the iPad.\nThe Bench\nAmazon explores AR glasses and a foldable Kindle e-reader.Apple’s labs in Cupertino, California, aren’t the only ones cooking up new projects. While Amazon.com Inc. is still at work on many home gadgets like Echos and a future home robot, it also has its eyes on mobile devices, according to a person with knowledge of the company’s explorations. That includes long-term plans for augmented reality glasses (of course, a space Apple plans to enter) and even internal discussion of a Kindle e-reader with a foldable screen, after Samsung popularized the technology.\nApple’s App Store revenue machine keeps growing.Apple continues to have several billion reasons to protect its App Store from lawmakers. The company generated $12 billion in revenue from the App Store globally in the first half of 2021, up 18% from the same period a year ago, according to estimates from Sensor Tower shared exclusively with Bloomberg Power On. That even takes into account some apps moving to a 15% revenue share as part of Apple’s small business program.\nPeloton takes on the Apple Watch’s heart rate sensor.Peloton Interactive Inc. is ready to move beyond bikes and treadmills and into wearables, a natural extension of the fitness technology space. The company is working on a heart rate monitor for the arm to interact with the Peloton phone app and its exercise equipment. My guess is that’s only the beginning for their wearable ambitions, though.\nSpeaking of the Apple Watch, new models aplenty are coming.Apple has a long roadmap ahead for the watch. On tap for this year:a bit of a redesign with an upgraded screen, faster processor and new wireless technology. For next year, expect a more iterative update to the flagship model that adds a body temperature sensor alongside a new Apple Watch SE and an explorer edition with a more rugged frame. A blood sugar monitor is further off.\nRoster Changes\nSince the project started to take shape around 2014, Apple’s self-driving car team has seen several leadership changes. But in 2018, it gained some management stability with the hire of Doug Field, a vice president who now runs the effort after steering Tesla Inc.’s development of the Model 3.\nThis year, however, the car team underwent some more change: At least three top members of the group departed this year: Benjamin Lyon, Jaime Waydo and Dave Scott, who worked on engineering, safety systems and robotics, respectively. More recently,Apple hired Ulrich Kranz as a top lieutenant to Field. Kranz is an auto industry veteran who helped oversee the development of BMW’s i3 electric car and i8 hybrid and held leading roles at self-driving startups Canoo and Faraday Future. Kranz’s résumé isn’t exactly a slam dunk in the car world, with the BMWs being panned by some design critics and both of his startups mostly failing, but his experience reaffirms Apple’s ultimate ambitions.\nThese weren’t the only changes to the top levels of Apple’s car team. The company has promoted some other names to the car division’s leadership as part of a reshuffle, according to members of the group.\nThey include:\n\nHanns Tappeiner, the co-founder and former president of now-defunct robotic toy car startup Anki (which was featured onstage at WWDC in 2013)\nTim Cheng, who ran the car operating system team for Drive.ai, a self-driving startup Apple bought two years ago\nHans Lee, who joined Apple in March after departing Freedom Robotics, a company he co-founded that creates software to control fleets of robots\nMartin Levihn, who now runs a group overseeing artificial intelligence-based decision making for self-driving cars\nPaul Costa, a longtime Apple hardware engineering manager","news_type":1},"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}