Ben Schachter - Macquarie Capital


Last quote by Ben Schachter

The changes are particularly aimed at curbing misuse of the platform similar to what the Russian government perpetrated during the U.S. 2016 election. Facebook plans to raise the standards of transparency for political ads on the site, rolling out a tool to let users see all of the ads a page is currently running, and also an archive of political ads the advertiser has run in the
share this quote
Nov 02 2017
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 Ben Schachter is associated, including Apple, Sony, and service. Most recently, Ben Schachter has been quoted saying: “[T]he evolving businesses in Cloud, Google Play, hardware, and 'Other Bets' all remain interesting opportunities, but again, based on the track record, we don't see these being meaningful .... in the foreseeable future. We continue to believe that the Cloud business has the biggest potential, but think it is likely going to need a significant acquisition in order for it to become more relevant to the financial model and investors.” in the article Three letters - TAC- could drive Wall Street crazy when Alphabet reports after the bell.
Automatically powered by Storyzy
Take our quote verification challenge and find out !

Ben Schachter quotes

Feb 28 2017 - PoPro

We simply do not have confidence that [Gamestop] or anyone can accurately forecast console market growth in 2017 and beyond. We remain open to the potential for [Gamestop] to rebound on a faster than expected shift to new businesses and business models, but given management's recent track record and our own uncertainty around forecasting core console gaming, we simply want to see better execution before we can recommend the

Feb 27 2017

It's unclear how it's selling in Western markets. That's not necessarily a negative, but the Western companies do not seem to be benefiting from it. We're still waiting for that killer app. Most of the things people are seeing on VR is giving them a 'gee whiz' feeling for 15 minutes, then you don't want to do it anymore. ... Think about 'Wii Sports.' That one little tennis game sold 100 million units. And VR doesn't have that

Feb 09 2017 - NBA

It's an exciting trend and one with long-term prospects, as it's one of few themes that encompasses interactive entertainment, media, iGaming, virtual reality and mobile. Investments by professional sports teams into eSports [is] a way to maintain viewership and engagement and to connect with millennials. ... Overall, we expect this trend to

Jan 18 2017 - Oculus

In general, these sorts of things tend to get sorted out, generally by someone writing a check to someone else, then you never head about it

Nov 01 2016 - PoPro

New consoles from both Microsoft and Sony are a clear positive for the industry, as new hardware sales drive increased software sales. Additionally, Sony's introduction of PlayStation VR, while having limited near-term direct financial implications, should drive interest in the group and traffic to

Oct 25 2016

Going into the quarter AND for long term, we continue to believe that the software and services at Apple are the most underappreciated aspect of the Apple story, particularly the App Store. In fact, we expect management itself to highlight services and the App Store growth to investors. We are continuing to be bulls on the AAPL services

Oct 18 2016

There could be additional releases alongside the game, such as a reissue of the old game (now backwards compatible on Xbox One) and a possible VR experience on PlayStation VR. We also expect the game to have features similar to 'GTA Online,' which has been positive for monetizing 'GTA V' three years beyond its

Sep 14 2016 - AT&T

I think in general, you're having more and more folks from different areas looking at Apple – you have guys looking at the dividend, growth, as well as some people excited about what growth can be in the software side of the business, which we think is still under-appreciated by investors and we think could be a meaningful investment going

Sep 14 2016 - AT&T

I think it's people happy with the iPhone 7. Not too long ago, people were afraid that the iPhone had had its best days, and it was going to be a decliner in perpetuity going forward. Now people seem to be pretty comfortable that you can be flat, to maybe a little bit of growth this year, and ... heading into the ten year anniversary next year, that should be a more meaningful upgrade cycle for

Jul 29 2016 - Netflix

We think you see both massive investments as well as massive profits. More and more people are using the internet more and more

Jul 29 2016

How many other almost $100 billion revenue companies are accelerating growth rates to their strongest level in years?feedback

Jul 01 2016

For years, we saw that investors expected digital/WMT/AMZN/BBY/mobile/real estate/publishers/etc … to kill GME. Now, in 2016, GME is still standing and looks to be evolving. Investors should focus on the cash generating potential of the legacy model in the near/mid-term while it transitions to a multi-category specialty retailer over the longer

Apr 27 2016 - Iphone 7

If iPhone 7 doesn't surprise with meaningful new useful features, we worry that consumers won't upgrade. And unfortunately, nothing that we've seen about iPhone 7 thus far strikes us as particularly

Apr 13 2016

There will be a lot of excitement about the potential for these bots. We are somewhat more

Apr 04 2012

Scott Thompson is not there to tweak the business. He saw something in the assets to make him think there was

Aug 16 2011

Google clearly is very interested in making sure that they are there when people are trying to get to the Internet through a mobile

Aug 16 2011

Mobile devices are growing at the fastest rates in the industry. Already today more than ten percent of all Google page views are happening on mobile devices so they need to make sure that if you want to get to the Internet and you have a smart phone they want you going through their device and not just through Apple or Microsoft or

No quotes...
More Ben Schachter quotes
|< <
> >|

Quotes by Ben Schachter

Quote Verifier
Check if the quote you read on social networks is authentic
This webpage has been created by a robot: errors and absent quotes cannot be totally avoided

Quote :

Mistake :

Comments :