Microsoft Stock Forecast: Why On-Premise Office 2019 Is Still Important For Microsoft

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • I will upgrade my Office 2016 to the new 2019 version once Microsoft launches the home version. Office 2019 is currently only available for business users.
  • There are hundreds of millions like me who prefer the offline version of Microsoft’s productivity suite.
  • Microsoft will keep on updating its on premise Office suite because Office 365 is not going to reach 300 million active users anytime soon.
  • As of October 2018, there are only more than 135 million active commercial users of Office 365. This is in spite of its platform-agnostic design.
  • Businesses and ordinary Office users who do not rely too much on online collaboration will find it smarter to just a perpetual license for Office 2019.
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Nvidia Stock Prediction: Buy Nvidia – Growing Gaming Revenue Can Easily Offset Cryptocurrency-Mining’s Decline

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • Nvidia’s dropped almost 17% during the after-hours trading after its earnings report on November 15. This was mainly attributed to the demise of crypto-mining boom.
  • Nvidia’s Q3 non-GAAP EPS is $1.84, beats by $0.13. GAAP EPS was $1.97, beats by $0.26. Unfortunately, Nvidia’s Q3 revenue of $3.18 billion missed estimates by $60 million.
  • Q3’s GPU revenue from OEM was weaker than expected due to the absence of demand from crypto-currency mining. However, Gaming segment’s revenue of $1.3 billion was still up by 13% Y/Y.
  • My takeaway is that Nvidia is still worth betting on. The continuing growth in gaming revenue can make up for the lack of demand from crypto-currency mining.
  • AMD is still unable to reduce the more than 63% market share of Nvidia on discrete graphics processors. The best-selling computer graphics cards at Amazon are all using Nvidia GPU.
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BABA Stock Forecast: Why You Should Raise Your Bets on Alibaba

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • I recently increased my position on Alibaba. This Chinese e-commerce industry leader’s rapid growth story is not going to end anytime soon.
  • China’s economy is slowing down but Chinese customers still bought more than $30 billion worth of goods in 24 hours during Alibaba’s Singles’ Day last November 11.
  • Alibaba’s annual/quarterly revenue is still growing. The trade war tension started by President Trump is not slowing down Alibaba.
  • Aside from its India expansion, Alibaba is also expanding fast in South East Asia. It’s subsidiary, Lazada remains the top e-commerce online store in South East Asia.
  • Alibaba is now the third-biggest vendor of smart home speakers. Smart home speakers can drive more repeat online purchases.
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Google Stock Forecast: Increasing Number Of Gmail Users Is A Tailwind For Google

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • Alphabet recently announced that its freemium email service, Gmail touts more than 1.5 billion users. This is 50% higher than 2015’s 1 billion monthly active users.
  • There were 3.7 billion email users worldwide last year. Alphabet’s Gmail has 40.5 share of this massive advertising/marketing audience.
  • Majority of Gmail users are likely not paying the $5 or $10 month fee of Gmail’s premium versions. However, Google still monetizes by delivering targeted ads to free users of Gmail.
  • Email marketing is still the top lead generation channel for marketers. Email returns more than 4x the ROI of paid search and social media.
  • Growing number of Gmail users can help Alphabet sustain its average 20% annual revenue growth rate.

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Apple Stock Price Analysis: New Partnership With Amazon Is A Boon For Apple

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First

Summary:

  • This holiday quarter should see a notable increase in Apple’s hardware sales. Apple’s flat lining iPhone unit sales desperately needs a boost.
  • Amazon recently agreed to sell Apple Watches, iPhones, and iPad tablets in its U.S. and international online stores.
  • Amazon agreed to become an official Apple reseller. Amazon will delist unauthorized resellers of Apple products using its platform by January 4, 2019.
  • Amazon touts more than 100 million Prime subscribers. They are all desirable potential customers for Apple products. Buying online is faster than queuing up at an Apple retail store.
  • I still rate AAPL as a buy.
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YELP Stock Forecast: Is Now a Good Time to Buy?

   

This article was written by Isabelle Tao, a Financial Analyst at I Know First.

YELP Stock Forecast

“On the internet, competition is one click away” - Jeremy Stoppelman, YELP CEO

Highlights:

  • Strong Q2 performance
  • Ramping up battle against Google’s monopoly
  • Growing revenue from changing advertisement business model
  • I Know First’s Algorithm is Bullish for YELP in the Long Run

(Source: Wikimedia Commons)

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AI Poised to Considerably Contribute Towards Global GDP: Productivity Gains of $15.7 Trillion

This article was written by Graham Ellinson, a Financial Analyst at I Know First.    

AI Poised to Considerably Contribute Towards Global GDP: Productivity Gains of $15.7 Trillion

“We’ve never really unbundled decision making before—we usually think of human decision making as a single step. Now we’re unbundling decision making” - Ajay Agrawal professor of entrepreneurship and strategic management at the University of Toronto’s Rotman School of Management

Source: pixabay.com

Summary:

  • Artificial Intelligence is a data focused tool where performance improves dramatically the more data it is fed.
  • AI assists to multiple day-to-day decision making beyond simple automation of tasks.
  • Artificial intelligence is expected to result in an increase of global GDP by 14% over the next decade.

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