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!

read more »
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.

read more »
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 […]

read more »
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 […]

read more »
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 […]

read more »
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 […]

read more »
IDC survey finds Samsung Galaxy Note 7 users switching to iPhone 

IDC survey finds Samsung Galaxy Note 7 users switching to iPhone 

No one wants a self-combusting smartphone let alone one that could result in a larger explosion. With airlines banning the Note 7, and more questions around Samsung’s exploding washing machines the brand image could use some help… in the meantime, it looks like Apple and Whirlpool Corp. could benefit from consumer switching. IDC surveyed 1,082 […]

read more »
Cyberthief Malware Targets Banking Credentials on Smartphones

Cyberthief Malware Targets Banking Credentials on Smartphones

It used to be you were concerned with losing your check-book, then it was either losing your credit card or having someone lift the account number, expiration date and 3-digit code. Through the wonders of technology and the adoption of Cashless Consumption,  thieves are now targeting smartphones. This dark side of our Cashless Consumption investing […]

read more »