Michael Olson - Piper Jaffray

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Last quote by Michael Olson

We recommend owning Apple on potential for a strong overall iPhone cycle, rising ASPs and a favorable services revenue trajectory.feedback
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Sep 22 2017 IPhone
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 Michael Olson is associated, including Apple and U.S.. Most recently, Michael Olson has been quoted saying: “Our 2020 year-end subscriber estimate of 164 million worldwide assumes 64 percent domestic and 19 percent international share of broadband subscribers (excludes China from addressable base). While this level of penetration (domestically) is higher than most comparative subscription entertainment products, we believe the content/value ratio offered by Netflix is, and will continue to be, higher than other relevant comparative offerings.” in the article Analyst predicts more than 160 million Netflix subscribers in 3 years as global interest surges.
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Michael Olson quotes

Jul 31 2017 - IPhone

So, our expectation here is an in-line June quarter. For the September quarter, there could be a little bit of a downside in the guidance relative to where the Street is. So basically what's happening is ... where there's smoke, there's fire. People have seen enough rumors about potential for the iPhone to launch later than expected.feedback

Jul 25 2017 - Amazon

We believe that WFM will accelerate Amazon's pursuit of grocery delivery and other fulfillment methods, which will necessitate a significant distribution buildout. While we think this is the right decision for shareholder value, it creates near-term margin headwinds.feedback

Jun 12 2017 - Amazon

We continue to believe that Amazon is the best positioned large cap internet platform for the next 5+ years and are raising our price target. Proprietary analysis of Google search trends from our PJC Data Analytics platform indicates Amazon retail growth will likely see little to no deceleration in Q2'17.feedback

May 30 2017

Management has suggested there is an opportunity to drive higher player engagement and monetization from existing titles, creating ongoing 'live services. As a result, Zynga has no plans to enter new genres, but will focus resources on existing titles, with an occasional new game in currently served categories.feedback

May 30 2017

We have confidence in management as most of the key players have come out of Electronic Arts and are following the same turnaround playbook that EA successfully implemented. 2017 will be a year of monetizing existing games through live services, while continuing to right-size expenses.feedback

May 25 2017 - Netflix

While our Netflix EPS estimate is above consensus for 2020, it implies market penetration and contribution margin levels well below where domestic was at that stage in its lifecycle, suggesting we, and the Street, may be modeling 2020 profitability too low.feedback

May 25 2017 - Netflix

It's highly unlikely that Netflix will be at 51% int'l (penetration of broadband HHs) share by end of 2020, but we would also argue that a 35ppt difference in penetration between the two markets at that point in their respective life-cycles appears large. While int'l may not attain similar margin & penetration levels by 2020, we increasingly believe assumptions appear overly conservative.feedback

Jan 31 2017 - IPhone

The pessimism among investors is largely based on perception that potential iPhone 7 buyers are holding out for the 10th anniversary device in Sept (iPhone X). Our survey of 1,000 U.S. iPhone owners suggests most are not aware of the potential for a 10th anniversary device with more significant upgrades later this year.feedback

Jan 26 2017

The law of large numbers has caught up to Apple to some degree.feedback

Jan 26 2017

Despite the services revenue – which is a great, high-margin business, growing nicely – we don't have margins expanding. Because we do think there could be increased expenses related to local manufacturing in the U.S.feedback

Dec 16 2016 - IPhone

Our confidence is based on an expectation for growing anticipation around iPhone X (aka iPhone 8) and a favorable long-term trajectory for services growth.feedback

Aug 05 2016

They've had a lot of excitement recently. Overwatch is a huge phenomenon if you look at the revenue it generated.feedback

Jul 12 2016 - Netflix

Based on our survey, we believe un-grandfathering of subscribers on a lower priced subscription will have minimal impact on the overall sub base. Regarding future price increases, while we wouldn't expect another domestic price increase in the next two years, it appears Netflix has runway to push pricing higher.feedback

May 03 2016

Definitely alternative locations are a growing category. However, I think it's still too early to say whether or not it's growing because it's taking share from traditional hotel bookings or whether it's just the overall category of online travel bookings.feedback

Jan 20 2016 - Netflix

We're bumping up against the law of large numbers domestically. Huge international quarter, and international is what investors are most excited about. But at the same time, you can't ignore a saturation point that we may be inching closer to domestically.feedback

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