Ben Schachter - Macquarie Capital

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Last quote by Ben Schachter

Amazon will be the most valuable company on the planet one day. We see few competitive threats to its core retail/marketplace business, and while AWS [Amazon Web Services] is seeing increased competition from MSFT and GOOG (among others), we think its lead there is well established.feedback
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Jul 24 2017 Amazon
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: “In terms of the core fundamentals, we see more of the same, continued solid rev growth, with near-term margins likely pressured by investment. Yet, given the company's track record, we expect that investment in India, video, Prime Now, grocery, and other areas will be welcome.” in the article Next stop for Amazon is ‘most valuable company on the planet, ’ analyst predicts.
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Ben Schachter quotes

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 again.feedback

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 stores.feedback

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 opportunity.feedback

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 release.feedback

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 forward.feedback

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 them.feedback

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 often.feedback

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 term.feedback

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 innovative.feedback

Apr 13 2016

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

Apr 04 2012

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

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 device.feedback

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 others.feedback

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