Quarterly Report – AAPL China Vol 10

Quarterly Report – AAPL China Vol 10

Tickers: $AAPL Open Report: Bespoke – AAPL China Vol 10 Key Takeaways: Market Share iPhone market share in China are off series lows from last quarter but still worse y/y. Trackers continue to imply share gains over the next upgrade cycle. Within the Android...
Quarterly Report – AAPL Domestic Volume 20

Quarterly Report – AAPL Domestic Volume 20

Tickers: $AAPL, $BBY Open Report: Bespoke – AAPL Domestic Vol 20 Key Takeaways: New iPhone Models The X is the most in-demand model in terms of the number of units implied by respondent purchase intentions in the next few months (in aggregate the 8 + 8 Plus...
Quarterly Report – Social Media Vol 18

Quarterly Report – Social Media Vol 18

Tickers: $FB, $SNAP, $TWTR Open Report:  Bespoke – Social Media Volume 18 To download the PDF, click on the arrow in the upper right hand corner of the viewer. Key Takeaways: Facebook – Younger Users Becoming a Concern We are seeing real reason for concern...
Quarterly Report – Online Retailers Vol 19

Quarterly Report – Online Retailers Vol 19

Tickers: $AMZN, $GRPN, $EBAY, $W, $ETSY Open Report:  Bespoke – Online Retailers Vol 19 Key Takeaways: Groupon Flags Groupon has executed well on key strategic initiatives (search and mobile). Mobile growth is key because purchase activity of mobile users has...