Andy Hargreaves - Pacific Crest Securities

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Last quote by Andy Hargreaves

Checks with suppliers suggest Apple is struggling with optical fingerprint functionality, which could lead to delays in supply of the coming OLED iPhone or elimination of fingerprint sensing in the OLED iPhone in favor of a biometric login that relies exclusively on 3D sensing. While this creates some risk of production delays, at this point we do not believe it materially threatens volume through the coming iPhone cycle.feedback
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Apr 18 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 Apple continues to work on solving its optical fingerprint issues. If it is able to solve the problems in the next month or so, it would likely place volume orders at that point. This would likely lead to a delay of the OLED iPhone launch, but we would not expect it to meaningfully affect volume for the cycle.” in the article The new high-end iPhone might not have a fingerprint sensor. An other article where Andy Hargreaves has been quoted is Buy Apple because suppliers are seeing rising component orders for the next iPhone, analyst says.
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Andy Hargreaves quotes

Given where we are now, there's still time for them to have an effective video strategy. It just has to be something different. It has to be their own service and something with scale.feedback

This is unprecedented growth that should drive a substantial improvement in the breadth and depth of content on the service, which should provide a tailwind to subscriber growth in 2017.feedback

We do not recommend owning P. We expect Q3 [third quarter] earnings to provide detail around the economic impact of the new on-demand service. This is likely to prompt a sharp reduction in medium-term profit expectations and reduced confidence in an acquisition, both of which could be negative for the stock.feedback

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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