Daniel Salmon - BMO Capital Markets
Last quote by Daniel Salmon
A key point of differentiation for Amazon [from competitors] is the massive amount of consumer purchase data it possesses. While Google knows what people are searching for and Facebook knows what people are interested in and who they are connected to, Amazon knows the specific products that customers are purchasing and how frequently they are purchasing these products.feedback
This page is completely dedicated to what Daniel Salmon has to say. All of Daniel Salmon’s quotes are organized here by date and topic. The most recent quote attributed to Daniel Salmon came from an article called Disney shares to drop 19% this year on ESPN, movie risks, BMO says: “Moreover, we believe it is still too early to own the stock for the F2018 film slate. ... We see more risk than opportunity in estimates for the studio segment.”.
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Quotes by Daniel Salmon
Jan 18 2017
Moreover, we believe it is still too early to own the stock for the F2018 film slate. ... We see more risk than opportunity in estimates for the studio segment.feedback
Jan 18 2017
We believe the risk/reward skews negatively and continue to see more negative data points than positive ones for ESPN, which we believe will remain the dominant theme for the stock.feedback
Aug 09 2016
We see skinny bundles as a potentially valuable new source of distribution for ESPN and the upcoming Hulu skinny bundle (and reportedly YouTube now) can help support that. However, skinny bundle distribution is very nascent and the contribution to overall subscriber revenue is still tiny.feedback
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