Andy Hargreaves

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Last quote by Andy Hargreaves

The stickiness of ecosystems is quite high. If you're deep in the ecosystem you are not leaving soon.feedback
Jan 31 2017 IPhone
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Andy Hargreaves is associated, including Netflix, Facebook, and growth. Most recently, Andy Hargreaves has been quoted saying: “We believe Facebook's scale in engagement provides a significant barrier to entry and a competitive advantage in testing, analyzing and rapidly evolving new services. In 2017, we expect this to help it continue increasing average engagement across its key platforms and increasing ad pricing.” in the article Facebook to report solid earnings, stock to rally 14 percent in the next 12 months, Pacific Crest predicts. An other article where Andy Hargreaves has been quoted is Buy Alphabet on potential YouTube TV streaming service, search dominance, Pacific Crest says.
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Andy Hargreaves quotes

We continue to recommend buying NFLX. ... Continued reactions to Netflix's price increase and distraction from the Olympics should restrain sub growth in Q3. However, both of these factors should begin to wane in Q4, which, along with growing local language support, could drive upside to international subs in Q4 that continues into 2017.feedback

Accelerating growth should drive AAPL higher. ... We continue to recommend buying AAPL.feedback

Despite the potential for GPS to drive growth in Apple Watch unit volume, we continue to believe Apple will have to expand its wearables lineup with lower-functioning devices at lower price points to fully capture the opportunity.feedback

Pandora's core operating leverage has deteriorated and we see little prospect for meaningful profits in on-demand. While M&A is possible, we do not view it as likely at the current valuation. We believe economics in Pandora's core radio business have been impaired and we do not see meaningful potential for profitability in its push to on demand. We do not recommend owning P.feedback

We believe bearish views of Netflix's content costs generally reflect a misunderstanding of the business model, or a failure to segment investments and view returns over time.feedback

The market is saturated and they have no massive growth drivers outside of the iPhone. Generally speaking, I just think it's a little too cheap.feedback

The reductions reflect heightened seasonality and lower incremental adoption, as local content and marketing are being phased in more slowly than previously anticipated.feedback

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