Laura Martin - Needham

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Last quote by Laura Martin

I think if Time Warner doesn't end up being bought by AT&T - it looks like that's going to get blocked - that would be an interesting combination... Time Warner-Fox or Disney-Fox.feedback
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Nov 17 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 Laura Martin is associated, including Apple, Pandora, and margin. Most recently, Laura Martin has been quoted saying: “I think Netflix is in trouble when the big guys start coming after them. Netflix should be scared to death.” in the article Netflix dropped five percent this week, after rallying all year.
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Laura Martin quotes

Mar 07 2017 - Snapchat

Sometimes lottery tickets do pay off.feedback

Oct 18 2016

We worry that VZ will walk away or renegotiate its acquisition price lower owing to a 2014 hacking event that YHOO had not disclosed.feedback

Jul 20 2016 - Pokemon

Apple has higher profit margins than the Walt Disney Company and has higher returns on capital than Facebook and, therefore, the notion that it could be valued as a hardware company just because it makes phones, we think is flawed. Those margins are only achievable because it does have these ecosystem benefits like 'Pokemon Go' to route its ecosystem to a much higher margin.feedback

Jul 20 2016 - Pokemon

I think the point is that while Nintendo has gone up 20 billion and they do have IP risks, Apple does not. It is hedged because the next genius that makes a hit game, Apple shares on that one too. So while this one may be transitory, Apple has an option on all future hit games over the iOS platform.feedback

Jul 20 2016 - Pokemon

We believe Apple keeps 30 percent of Pokemon Go's revenue spent on iOS devices, suggesting upside to earnings.feedback

Jul 20 2016 - Pokemon

We believe Pokémon Go underscores two under-appreciated investment qualities of AAPL: 1) AAPL is THE global distribution platform for mobile content winners (not just Pokémon Go), with the wealthiest consumers; and 2) We believe AAPL keeps 30 percent of Pokémon GO's revenue spent on iOS devices, suggesting upside to earnings.feedback

Jun 27 2016 - Netflix

Netflix is also at risk because all of their growth story and capital investment is offshore.feedback

Feb 11 2016

Any company that views music as a cornerstone of their strategy should be interested in bidding for Pandora.feedback

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