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Apr 22, 2024
In this discussion, Jason Moser, a technology and consumer goods analyst, shares insights into the market's mixed signals as earnings season approaches. He explores CoStar's acquisition of Matterport, shedding light on its significance for real estate data. Sanmeet Deo dives into the allure of On Holdings, emphasizing their innovative running shoes and the impact of Roger Federer on their brand growth. The comparison with competitors illustrates On's challenge to achieve rapid expansion in the dynamic athleisure market.
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Crucial Week for Market
- This week's market reports are crucial, with 30% of the market, including big tech, reporting earnings.
- Focus on earnings projections and guidance due to market uncertainty and consumer strain.
Smartphone Slowdown
- Verizon had solid results and increased cash flow, but smartphone usage and upgrades are slowing down.
- This slowdown affects Verizon and the broader tech industry, including wearables and tablets.
Cord-Cutting 2.0
- Cord-cutting 2.0, the rise of fixed home internet, is challenging cable companies.
- Verizon and T-Mobile are gaining subscribers, posing a potential threat to cable providers like Comcast.