Scott Kessler - S&P Capital IQ

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Last quote by Scott Kessler

We still see healthy sustainable growth, driven by mobile and YouTube, and also note more emerging opportunities related to cloud and self-driving cars. Additionally, we see gains related to artificial intelligence and machine learning. .... However, we acknowledge continuing legal/regulatory risks, particularly in Europe.feedback
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Jun 02 2017 Driverless cars
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 Scott Kessler is associated, including IBM, S&P, and deal. Most recently, Scott Kessler has been quoted saying: “I would be very surprised if people construed the aftermarket today or premarket trading [Thursday] in Snap as any kind of harbinger or broader market activity to come. I think people understand that this is a very different kind of company and it's really hardly a bellwether either in its specific category of choice. I don't think what they communicated is going to be viewed as issues for other companies. Snap clearly seems to have had some issues from a growth perspective. We'll see if that's corrected.” in the article Snap shareholders get burned, but broader market will shrug it off.
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Scott Kessler quotes

Jan 04 2017

The company has shifted from this new platform to use for a variety of purposes to one that's really more about utility because everyone's on it.feedback

Jan 04 2017

They've steadily been adding users every single quarter, every single year. It is just more and more penetration.feedback

Dec 16 2016

I would be surprised if the leaders would say anything negative because they know what the fallout could be possibly. I think a lot of people are looking for mutual positive for things coming out of that session.feedback

Dec 15 2016

I absolutely think there's still an appetite for these brand properties. Yahoo has a strong franchise across other content areas, not just email and messaging.feedback

Dec 15 2016

The usage of a lot of their major offerings didn't seemingly get negatively affected by these revelations.feedback

Dec 15 2016

It doesn't seem like that much of an impact on its user base. That's a big part of what Verizon has been focused on and buying into. So, I think it's going to be hard to make an argument that there was an material adverse change when usage didn't change at all.feedback

Dec 15 2016

If you're looking to buy a house and enter into a contract, and then you find something out that makes you want to reduce your offer, that's not necessarily as easy to do as it is to say. Everyone wants a better deal. Whether or not it's legally supported or possible I think is still unclear.feedback

Jul 28 2016

In doing an analysis of the tech companies in the S&P 500, you see a handful of companies that are paying 15, 16 percent tax rates. I would argue those type of companies would definitely be in the cross hairs of a new approach to taxation from the Clinton presidency. IBM and Alphabet would be on that list.feedback

Jun 28 2016 - EBay

Weaker consumer spending in the U.K., perhaps due in part to Brexit uncertainties, could adversely affect eBay and PayPal.feedback

Jun 28 2016

The S&P 500 technology sector generates a greater percentage of revenues from non-U.S. sources than any other sector.feedback

Jun 07 2016

China is just an extremely difficult place for tech companies to gain traction and succeed. It's extremely difficult because… it's the best home-court advantage in the world. The government has afforded advantages to home-grown companies.feedback

Apr 18 2016

Despite earnings per share significantly exceeding estimates, IBM did not raise guidance, it actually maintained its outlook.feedback

Apr 15 2016

We see the potential for related disappointment, given continuing fundamental challenges and questions about company leadership. There's no reason for me or anyone else to be more optimistic on Yahoo's business than we were days, weeks or months ago.feedback

Feb 10 2016

Private market valuations around the technology areas have collapsed over the last three to six months. Wouldn't it make sense to capitalize on the opportunities that have arisen? That has to be yes. They haven't done any significant acquisitions since Periscope.feedback

Jul 24 2014

It really is so unique. And the reality is they are doing a very, very good job of delivering each and every quarter. It's clear that they have a focus, and they are executing against it.feedback

Jul 17 2014 - Nokia

These changes probably are painful and unfortunate in many respects. The reality is that I don't know that Satya Nadella would have acquired the Nokia kind of businesses that were bought in April. That was a deal he inherited.feedback

Feb 06 2014 - UBS

User growth and engagement growth, I think is somewhat called into question at this point. Twitter has pretty much been a momentum story, a momentum stock but it seems like in certain respects the momentum has maybe fallen somewhat when it comes to the fundamentals.feedback

Feb 06 2014 - LinkedIn

Twitter is not the first, the second, or the third but the forth largest global social network based in the US behind Facebook, Google+ and behind LinkedIn and there was a reason for that because it is just not as accessible or easy to use as maybe other platforms are.feedback

Oct 19 2012

It seems like maybe people forgot about the fact that Google let us know multiple times recently that they were taking a pretty significant restructuring charge associated with Motorola.feedback

Oct 18 2012

It's really a combination of Google sites and Motorola which we think largely contributed to the disappointment.feedback

Feb 01 2008 - Microsoft

If you think about this, it's really all about one thing – it's about competition with Google, and Microsoft and Yahoo frankly have had some difficulties being successful in competing with Google; they've had some small victories in the last number of months, but ultimately Microsoft decided the time was right to strike.feedback

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