morgan stanley

drag2share: MORGAN STANLEY: iPhone Sales Could Be Up 28% This Quarter (AAPL)

source: http://feedproxy.google.com/~r/businessinsider/~3/Cgtea6RQDPs/morgan-stanley-iphone-sales-could-be-up-28-this-quarter-2013-9

Apple’s iPhone units could grow by 28% on a year-over-year basis this quarter, according to Morgan Stanley analyst Katy Huberty.

Huberty’s “Alphawise Smartphone Tracker” suggests Apple sells 34.5 million phones in the September quarter. The Street consensus for iPhone sales is in the low thirty millions.

A 28% increase over a year ago would be good considering Apple will only be selling new iPhones for about a week in the quarter. It’s also good considering Apple’s growth was at single digit levels earlier in the year.

Apple’s will never post insane 80%+ growth for the iPhone again. The market is mature, and Apple already sells a lot of phones making mega-growth nearly impossible.

But 28% is a solid, growing number, if accurate.

Morgan Stanley’s Alphawise tracker uses web search analysis and Google Trends to make a forecast. It sounds a little goofy, but last quarter Alphawise predicted 31.3 million units. Apple sold 31.2 million.

While this is good news for Apple, there’s more to the story.

Alphawise predicts a relatively massive quarter for Samsung. It’s expected to sell 47 million Galaxy phones, which would blow Apple out of the water.

Here’s a chart from Huberty that compares Alphawise estimates to actual results”

iPhone Morgan Stanley


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Wednesday, September 18th, 2013 news No Comments

drag2share: How One Financial Advisor Landed A $70 Million Account Through LinkedIn

source: http://feedproxy.google.com/~r/businessinsider/~3/UKpAmJK30iA/financial-advisor-insights-september-3-2013-9

linkedin

FA Insights is a daily newsletter from Business Insider that delivers the top news and commentary for financial advisors.

A Morgan Stanley Advisor Lands A $70 Million Account Through LinkedIn (Think Advisor)

A financial advisor, Mitchell Rock, who heads the Rock Group at Morgan Stanley, got a $70 million account by reconnecting with someone on LinkedIn. From Think Advisor: “A Morgan Stanley senior vice president, Rock, previously with UBS and Oppenheimer & Co., had been on LinkedIn about seven months, when one night he spotted the profile of a man with whom he’d had business dealings 12 years before. The two had lost touch. Rock promptly shot him an e-mail, updating him on his current focus and directing him to his website, featuring The Rock Group brochure.

“‘Oh, my God! I have a friend in North Carolina who’s looking to work with a New York investment team just like yours,’ Rock recalls the man telling him. The friend had sold his company about six months earlier and wanted a New York money manager to invest the $70 million in proceeds. …An introduction was made, and thee weeks later, ‘we had a very large account,’ Rock says.”

Of course, Rock doesn’t think social media should replace other forms of marketing. He does however think they should be used in conjunction with one another.


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Tuesday, September 3rd, 2013 news No Comments

LinkedIn Is Turning Itself Into A Very Valuable Media Company (LNKD)

Source: http://www.businessinsider.com/linkedin-is-turning-itself-into-a-very-valuable-media-company-2013-2

jeff weiner

LinkedIn is successfully turning itself into a media company, notes Scott Devitt at Morgan Stanley.

This is fairly obvious to anyone who has been paying close attention, but it’s worth mentioning again.

LinkedIn Today started off as an aggregation of news for LinkedIn users. The content is tailored to what they enjoy. As it became more popular, LinkedIn asked people to write original content for LinkedIn. That too is proving to be successful.

Now that LinkedIn Today is an established platform, CEO Jeff Weiner revealed yesterday his plans for making money on LinkedIn’s content. He says it will be a content marketing platform. It sounds like LinkedIn will use LinkedIn Today to sell sponsored posts, doing advertising like BuzzFeed, where a marketer puts its message in the format that readers of LinkedIn Today are comfortable with.

This is the trendy ad format right now. For LinkedIn, it’s a pretty great fit. Unlike at a traditional media organization, LinkedIn’s content often involves marketing, innovation, and ideas. For big tech brands trying to connect with professionals, sponsored content will be a pretty good deal.

It’s another line of business for one of the most financially diverse tech companies in Silicon Valley.

It’s also a clever way for a social network to do advertising. Often, advertising on social networks either feels irrelevant or intrusive.

Here’s the short blurb from Devitt at Morgan Stanley on what Weiner said:

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New opportunities in Marketing Solutions from original content: Jeff Weiner mentioned that Marketing Solutions was one of the opportunities he is most excited about as the company moves forward. In addition to robust opportunities in traditional B2C and B2B advertising, LinkedIn is in the early stages of establishing itself as valuable content marketing platform. Insights from thought leaders and companies sharing white papers / other valuable professional insights create incremental monetization opportunities through sponsored posts on the LinkedIn homepage.

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Tuesday, February 26th, 2013 news No Comments

Video Streaming Has Plenty Of Headroom In Tablet Market

Source: https://intelligence.businessinsider.com/welcome

Netflix’s video streaming service already counts 36% of U.S. tablet owners as subscribers, according to a recent Morgan Stanley study

The bank’s AlphaWise survey of over 1,100 tablet owners also found that over 40% of respondents said they never had Netflix. That translates to over 27 million U.S. tablet owners who have never subscribed and could be targeted for further growth. Also, 19% of the tablet owners said they had cancelled their Netflix, and 3% said they switched to Amazon’s Prime Instant Video service.

Two years after the iPad’s launch, sizable opportunities still abound in the tablet market, even in a fairly exploited niche like video. Morgan Stanley’s survey also reveals how new entrants like Prime Instant Video, introduced in early 2011, can quickly begin to nip at the heels of market leaders. Subscription video exploiting more narrow subjects (performing arts or sports, for example) will likely also find room to grow. 

 

Runway_TabletVids

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Friday, October 19th, 2012 news No Comments

Retail Guru Walter Loeb Says JCPenney Is ‘Sliding Further Into Oblivion’ (JCP)

Source: http://www.businessinsider.com/walter-loeb-jcpenney-2012-10

black hole

Walter Loeb, a retail consultant and former senior retail analyst at Morgan Stanley, is very worried about JCPenney.

Loeb writes in a column at Forbes entitled “JCPenney slides Further into Oblivion” that he visited the JCPenney store in the Manhattan Mall to see things firsthand.

While he liked the aesthetic changes put in place by CEO Ron Johnson, he was depressed by the lack of customers.

He believes that there are “few reasons for customers to return unless they are given some unusual incentives.” After all, the construction of the new shops is going to take a while, and stores will remain disrupted throughout.

Here’s his bottom line. From Forbes:

My initial hope was that sales would level off in 2013; I now feel that at the end of fiscal 2013 the company may only have sales of $12 Billion, a loss of $5 Billion from the high point of fiscal 2011. It will however be a different store with good opportunity for growth once the whole transformation is completed. It should appeal to a more aspirational shopper.

My conclusion is that the company is becoming irrelevant to investors and a liability for manufacturers since they will have to justify discount prices to other customers unless J.C.Penney carries old styles or exclusive models. Right now the company has been driving away its core customers but has yet to capture a new one as the decline in revenues clearly demonstrates.

NOW SEE: www.businessinsider.com/huge-photos-of-jcpenneys-brand-new-concept-shops-2012-7“>Huge Photos Of JCPenney’s New Concept Shops >

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Thursday, October 4th, 2012 news No Comments

US Burger Market Share (2006 vs. 2011)

Source: http://www.businessinsider.com/chart-us-burger-market-shares-2006-vs-2011-2012-7

From Morgan Stanley, a chart of the US burger market share.

What’s remarkable is that McDonald’s is actually expanding market share. They took share from every other major chain over the last 5 years.

Note that the chart is a little unusual, as 2011 is to the left of 2006, etc.

image

 

SEE ALSO: 19 facts about McDonald’s that will blow your mind >

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Sunday, July 1st, 2012 Uncategorized No Comments

Bloomberg Didn’t Sell Enough Terminals So Now Everyone’s Bonuses Are Getting Whacked

Source: http://www.businessinsider.com/bloomberg-didnt-sell-enough-terminals-so-now-everyones-bonuses-are-getting-whacked-2012-1


Bloomberg Terminal

The lower bonus situation on Wall Street isn’t just for the bankers, but for the companies that service the bankers as well.

Since Bloomberg LP failed to meet its quota for selling its famous terminals, everyone at the financial media giant will receive lower bonus payouts, the New York Post reported citing an internal memo.

That means your favorite Bloomberg News reporters and Bloomberg TV anchors will take home a lower paycheck, according to the report.

If you’re not already familiar with the Bloomberg terminal, it’s basically a computer that’s targeted toward financial professionals so they can message other users, obtain real-time market data, news and stock quotes among many other functions.

They’re really awesome.

According to the Post, there are currently 310,000 terminals that are being used worldwide.  However, the company only added 13,672 in 2011, which was short of its internal sales goal of 15,000.

So if they sold 1,328 more they wouldn’t be having this lower payout problem.  Of course, it’s not exactly the best environment out there on Wall Street.

On a side note, revenue at Bloomberg climbed $720 million, or 10.5%, to $7.59 billion, the Post reported.

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Thursday, January 26th, 2012 news No Comments

The Facebook App Is More Popular Than Google’s Apps On Android (GOOG)

Source: http://www.businessinsider.com/chart-of-the-day-android-apps2011-12

Facebook is the most popular application for Android, passing the Google search, Maps, and Gmail apps, as measured by usage of the app, according to data from Nielsen.

Nielsen gathered the data using its “proprietary device meters on the smartphones” of thousands of users. It saw what apps were being used and what were being left behind.

chart of the day, mobile application reach by age

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Tuesday, December 13th, 2011 news No Comments

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