Fortnite is the harbinger of more pain for the already struggling toy industry

While it is rather clear to us why Toys R Us is filing bankruptcy and even Star Wars themed toy sales weren’t enough to help Mattel (MAT) this past holiday season, in-app purchases for the new iOS version of Fortnite are rather revealing. The recently launched gaming app, which sits at the center of our […]

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Corning beats, but smartphone comments will be the near-term guide for the shares

Corning beats, but smartphone comments will be the near-term guide for the shares

This morning this Disruptive Technologies company delivered better than expected December quarter results, but with the market priced to perfection, investors will be drilling into its smartphone comments to determine the near-term direction of the shares. We’ll be buyers on weakness given the long-term prospects for the adoption of the company’s products.

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Is Our Connected Society a Little Too Connected?

Is Our Connected Society a Little Too Connected?

Mobile phones are making our Connected Society ever more connected as we become increasingly obsessed with that precious device. It is the first thing many of us look at in the morning and the last thing at night, but there is ample opportunity for a lot more folks around the world to join us addicts!

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Boosting OLED and AMAT price targets after AMAT’s latest beat and raise quarter

Boosting OLED and AMAT price targets after AMAT’s latest beat and raise quarter

Robust demand drivers discussed on last night’s earnings call has us once again boosting price targets for these two Disruptive Technology positions on the Tematica Investing Select List.

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Visa & Mastercard mandating contactless payment terminals

Visa & Mastercard mandating contactless payment terminals

New technology adoption can be driven, primarily, by two forces – bubbling up based on consumer demand or pushed down due to a mandate from companies or the government. With contactless payments, we’ve seen consumer uptake grow as mobile payments, like Apple Pay, have come to smartphones and wearables. Now Mastercard  (MA) and Visa (V) are mandating […]

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Native apps are taking advertising share from the mobile web in Asia-Pacific 

Native apps are taking advertising share from the mobile web in Asia-Pacific 

Here at Tematica, we are watching the changing landscape when it comes to advertising dollars. We’ve witnessed the shift from analog advertising at newspapers to Internet-focused advertising and we are now seeing another shift emerge.  For many, especially outside the US, the smartphone is the first device on which they access the internet. A report by comScore […]

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Soaring Smartphone Usage Raises Questions About PC and Tablet Demand

Soaring Smartphone Usage Raises Questions About PC and Tablet Demand

The revelation that smartphone usage has skyrocketed is less than surprising to anyone that has lifted their eyes up from their own smartphone when dining out. If you haven’t done that, odds are you would see less conversation (especially among teens) and more mobile data consumption. That’s the addictive nature of our Connected Society, but […]

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Mobile dominance moves past early innings, but what’s next for our Connected Society?

Mobile dominance moves past early innings, but what’s next for our Connected Society?

With smartphones nearly ubiquitous in more mature economies, we are only starting to scratch the surface of what their impact will be. Over the coming years, faster mobile networks, Connected Cars, Connected Homes, the Internet of Things and odds are several million to a few billion sensors will further transform how we go about our […]

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