Kulbinder Garcha - Credit Suisse Group

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Last quote by Kulbinder Garcha

We believe the focus of the event will be on Cisco's continued transition towards a recurring software based model, as well as more executive discussion around Cisco's recently revealed Intent-based networking model. We will look for any additional disclosures and guidance related to software and subscription revenues long term.feedback
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Jun 22 2017 Cisco
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 Kulbinder Garcha is associated, including Apple, September, and issue. Most recently, Kulbinder Garcha has been quoted saying: “We note that Apple has historically raised iPhone prices along with key updates. Given its affluent user base, a significant feature upgrade, limited price elasticity shown so far, as well as Samsung's higher pricing points of the S8 devices, we believe our ASP [average selling price] assumptions could prove conservative.” in the article Apple prepping for an iPhone 8 'super cycle, ' ramping up production, Credit Suisse says.
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Kulbinder Garcha quotes

Apr 19 2017

This set of results fundamentally teaches us the multi-year transition, and the painful transition that IBM is going through.feedback

Apr 18 2017

We have updated our proprietary model and continue to believe that the market underestimates the gross profit contribution from services, but more importantly, that it underappreciates its growth potential and the annuity-type business it drives in terms of retention and replacement across the business.feedback

Jan 13 2017

We see little inflection within the business fundamentals and specifically see the structural profitability may continue to erode.feedback

Jan 03 2017

We view the new post-split Xerox as a more focused, well-managed document technology company, with significant potential to expand OM [operating margin], and a long-term strategy to offset decline in overall print spend.feedback

Dec 06 2016 - Iphone 7

We see an opportunity for Apple to gain high-end market share and build upon the recent near-term momentum around the iPhone 7.feedback

Oct 12 2016 - Samsung

You think about the high end of the smartphone market ... it's a two player market. And what we've found in the past is that when market share shifts to Apple, it tends to be permanent, because their loyalty rates and their retention rates are very high.feedback

Oct 12 2016 - Iphone 7

We see our trip to Asia, recent news flow, Dialog's preannouncement, and the Galaxy Note 7 issues all giving us further confidence that this iPhone 7 cycle may prove stronger than expected.feedback

Oct 09 2016 - Samsung

We believe the Note 7's ongoing issues could help market share shifts for Apple.feedback

Oct 06 2016 - IPhone

We believe this is another confirming data point of stronger than expected iPhone demand, corroborating the U.S. carriers' reports a few weeks ago.feedback

Jun 15 2016 - IPhone

We conclude that the iPhone 7 will prove to be a modest upgrade, with significant innovations pushed out to the iPhone 8. ... We note that iPhone units will still grow from this year's base, but the recovery is likely to be more muted.feedback

Apr 06 2016 - IPhone

Not everything becomes about the iPhone coming out in September and how many do they sell in the December quarter.feedback

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