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Pressing Priorities
- Pininvest Analysis
Smartphone sales are Apple's core business and in a maturing market, the company's potential would be irreversably wounded by share loss on its key developed markets, critically in competitive Europe
June scorecard, the good, the bad...
- Pininvest Analysis
Apple's strategy - rebalancing the loss of momentum in smartphones with a broad push in Services - is a considerable challenge and sales over the past three quarters should not be viewed as conclusive either way
Gambling chips in trade wars
- Pininvest Analysis
China is betting the house on semiconductor design and advanced technologies but for the US the complexity of the strategic choices impacting the industry, as they relate to technological advance and to national security, is hard to understate
Mobile games under pressure
- Pininvest Analysis
Since July 2018, the markets have not been kind for most videogame companies. Both Chinese firms extending their sucessful business model across Asia and Western competitors have their work cut out