Posts filtered by tags: Ubs[x]


 

IBM is preparing to close its $34 billion acquisition of Red Hat but Wall Street has 'real question marks' after its 'mediocre' quarter (IBM, RHT)

IBM missed Wall Street's revenue expectations when it announced earnings on Tuesday, but analysts are paying close attention to its upcoming acquisition of Red Hat, which will close later this year. IBM saw declines in its cloud and cognitive software unit, and analysts say this is a sign that IBM is struggling to compete in artificial intelligence, one of IBM's flagship offerings, against other cloud vendors. IBM has been betting Red Hat to improve its hybrid cloud, but analysts say Red Hat a...
Tags: Google, Amazon, Microsoft, Trends, Ubs, Ibm, Roy, Amazon Web Services, Red Hat, Forrester, It Services, Wolf, Bartels, Anwar, Maribel Lopez, Marty Wolf


Bitcoin bulls may have to wait 22 years for the cryptocurrency to return to all-time highs

Bitcoin bulls may have a long-wait for the cryptocurrency to retrace all-time highs according to UBS research analyst Kevin Dennean . Should the bitcoin bubble follow the recovery path of the Dow Jones after the 1929 stock market collapse, bulls will have to wait over 22 years.  Watch Bitcoin Trade Live. Bitcoin has rallied more than 40% year to date, taking the controversial cryptocurrency above $5,000, though the reasons for the price spike are not immediately clear. Despite the recent ra...
Tags: Trends, Bitcoin, Shanghai, Ubs, Nasdaq, Dow Jones, Kevin Dennean, Dennean


PWP recruits Mou as MD and compensation head

Perella Weinberg Partners has hired Karen Mou as a managing director and head of compensation. Previously, Mou worked at Two Sigma Investments, where she most recently served as a business manager for the equities modeling business. PRESS RELEASE New York, April 16, 2019 – Perella Weinberg Partners (“PWP”) today announced the appointment of Karen Mou as a Managing Director and Head of Compensation. Ms. Mou joined PWP in March 2019 and is based in New York, where she oversees the firm’s compensat...
Tags: New York, San Francisco, Trends, People, Karen, Ubs, MOU, Barclays Capital, PWP, Perella Weinberg, Perella Weinberg Partners, Two Sigma, Two Sigma Investments, Financial Services Practice, PA Consulting Group, Karen Mou


Why Wall Street is worried that Apple is getting left behind in the 5G arms race

Wall Street analysts are worried that Apple is getting left behind in the 5G arms race. Samsung and Huawei have launched 5G phones, but UBS thinks Apple won't arrive at the party until at least 2021. Apple's legal fight with Qualcomm, spectrum issues, and pricing concerns are all thought to be holding the iPhone maker back. But Apple's sluggishness might not be a terrible thing. There are still issues with 5G and it may not turn out to be a huge innovation in the eyes of consumers. Visit Busin...
Tags: Apple, South Korea, China, US, Samsung, Trends, Bloomberg, Intel, Korea, Gartner, Ubs, Huawei, Qualcomm, Samsung Galaxy, Forbes, Citi


Apple's App Store downloads went into decline, possibly for the first time ever

Apple's App Store downloads went into decline, possibly for the first time ever, according to research by Morgan Stanley. Apple recently stopped providing device unit sales data and asked people to focus on revenue success instead. Apple's services division — App Store downloads, music, and iTunes — is a key revenue driver that the company hoped would offset declining handset sales. But App Store revenue growth is decelerating, too. Analysts are expressing doubts about the power of Apple's myt...
Tags: Apple, Trends, Netflix, Hsbc, Tim Cook, Ubs, Deutsche Bank, App Store, Morgan Stanley, Samsung Galaxy, Aapl, Citi, Bernstein, Nomura, Huberty, Bank of America Merrill Lynch


Disney will spend hundreds of millions making TV shows and movies for its Netflix competitor, and its loss of licensing revenue could reach $10 billion

UBS analysts estimate that Disney will spend $800 million on Disney Plus content in its first year. "Longer term we expect Disney to continue to increase production of original content exclusively for Disney+ to increase the value proposition and manage churn," UBS analysts said. Disney is developing original movies and TV shows for its upcoming streaming platform, Disney Plus, including "Star Wars" and Marvel series. But one of the biggest questions looming over the service ahead of Disney's...
Tags: Hbo, Disney, Trends, Netflix, Barclays, Ubs, Hulu, Tom Hiddleston, Cnbc, Nickelodeon, Loki, Turner Broadcasting, Disney Fox, Disney Plus, Disney Plus Disney, Vanity Fair And Amazon


Disney will spend big on original TV shows and movies for its Netflix competitor, but its loss of licensing revenue will be far greater and could reach $10 billion

UBS analysts estimate that Disney will spend $800 million on Disney Plus content in its first year. "Longer term we expect Disney to continue to increase production of original content exclusively for Disney+ to increase the value proposition and manage churn," UBS analysts said. Disney is developing original movies and TV shows for its upcoming streaming platform, Disney Plus, including "Star Wars" and Marvel series. But one of the biggest questions looming over the service ahead of Disney's...
Tags: Hbo, Disney, Trends, Netflix, Barclays, Ubs, Hulu, Tom Hiddleston, Cnbc, Nickelodeon, Loki, Turner Broadcasting, Disney Fox, Disney Plus, Disney Plus Disney, Vanity Fair And Amazon


Disney revealed the details of its Netflix rival, Disney Plus, including price and release date

Disney revealed key details about its upcoming streaming service, Disney Plus, on Thursday. Disney Plus will launch on November 12 and cost $6.99 a month or $69.99 a year. Disney "will likely" bundle the service with Hulu and ESPN+ at a discount, Disney direct-to-consumer and international chairman Kevin Mayer said.  In the first year, Disney Plus will include 25 original series and 10 movies and specials, along with over 400 titles from the Disney library. Disney confirmed previously unannoun...
Tags: Disney, US, Trends, Fox, Netflix, Iron Man, Ubs, Espn, Jon Favreau, Hulu, Marvel Studios, Paul Bettany, Elizabeth Olsen, Falcon, Amazon Prime Video, Peggy Carter


Disney revealed the details of its Netflix rival, Disney Plus, including its price and release date

Disney revealed key details about its upcoming streaming service, Disney Plus, on Thursday. Disney Plus will launch on November 12 and cost $6.99 a month or $69.99 a year. Disney "will likely" bundle the service with Hulu and ESPN+ at a discount, Kevin Mayer, Disney's direct-to-consumer and international chairman, said.  In its first year, Disney Plus will include 25 original series and 10 movies and specials, along with more than 400 titles from the Disney library. Disney previously confirmed...
Tags: Disney, US, Trends, Fox, Netflix, Iron Man, Ubs, Espn, Jon Favreau, Hulu, Paul Bettany, Elizabeth Olsen, Falcon, Amazon Prime Video, Peggy Carter, Kevin Feige


Former top GOP on banking committee hired by Swiss bank UBS

The former congressman who led Republican's efforts to deregulate the banking industry after the financial crisis is starting a new job as an employee of Swiss bank UBS.
Tags: New York, Finance, Article, Gop, Ubs, Associated Press, Republican, FBN, Fbn/markets, Fox-business/markets, Fox-business/industries, Fox-business/economic-indicators, Fox-business/politics, Fox-business/features, 3a73cfa5-1598-5877-a11b-39e3beef84f5


UBS Is Taking No Chances These Days

Do anything that might make a regulator do so much as a double take and you’re fired.
Tags: Law, Finance, Ubs


How much money Disney will spend on original TV and movies for its Netflix competitor and lose in licensing revenue, according to Wall Street analysts

UBS analysts estimate that Disney will spend $800 million on Disney Plus content in its first year. "Longer term we expect Disney to continue to increase production of original content exclusively for Disney+ to increase the value proposition and manage churn," UBS analysts said. Disney is developing original movies and TV shows for its upcoming streaming platform, Disney Plus, including "Star Wars" and Marvel series. But one of the biggest questions looming over the service ahead of Disney's...
Tags: Hbo, Disney, Trends, Netflix, Barclays, Ubs, Hulu, Tom Hiddleston, Cnbc, Nickelodeon, Loki, Turner Broadcasting, Disney Fox, Disney Plus, Disney Plus Disney, Vanity Fair And Amazon


Inside the Slow Death of Cable TV

MCTV, a cable company serving about 50,000 subscribers in northeastern Ohio, has a motto assuring that it “goes the extra smile” to satisfy customers. But the company, founded in 1965 by Dick and Susan Gessner and now run by their son Bob, can’t do much these days to please the dwindling number of subscribers who […]
Tags: Disney, Features, Netflix, Comcast, AT&T, Ubs, Ohio, Dish, Bob, Hulu, Dick, Charter Communications, Cox Communications, DirecTV, MCTV, Disney Plus


What Wall Street estimates Disney will spend on original TV and movies for its Netflix competitor, and how many billions it could lose in licensing revenue

UBS analysts estimate that Disney will spend $800 million on Disney Plus content in its first year. "Longer term we expect Disney to continue to increase production of original content exclusively for Disney+ to increase the value proposition and manage churn," UBS analysts said. Disney is developing original movies and TV shows for its upcoming streaming platform, Disney Plus, including "Star Wars" and Marvel series. But one of the biggest questions looming over the service ahead of Disney's...
Tags: Hbo, Disney, Trends, Netflix, Barclays, Ubs, Hulu, Tom Hiddleston, Cnbc, Nickelodeon, Loki, Turner Broadcasting, Disney Fox, Disney Plus, Disney Plus Disney, Vanity Fair And Amazon


Apple is fighting for its 10th straight day of gains after analyst says 'hurricane-like clouds' are clearing in China (AAPL)

Apple's price target was raised by Wedbush analyst Dan Ives, who said "hurricane-like clouds" in China are slowly clearing for the company.  Apple's stock was up 1.2% and on track for a 10th straight day of gains. Watch Apple trade live. Apple shares were trading up 1.2% near $202.50 a share Tuesday morning after receiving a price-target increase from one Wall Street analyst. The early buying had Apple on track for its 10th straight day of gains, and on the verge of its longest winning strea...
Tags: Apple, China, Trends, Tim Cook, Ubs, Cnbc, Wedbush, Ives, Cook Co, Watch Apple, Carl Quintanilla, Timothy Arcuri, Dan Ives, Apple Wedbush


A revolutionary air-breathing rocket engine capable of hitting more than 2,500 miles per hour just passed a major milestone

Reactor Engines, a British aerospace company, says it's successfully tested a rocket engine that could eventually allow for supersonic flight to space.  The company's engine can cool air from 420 degrees Celsius to room temperature in less than a second, the company said.  Traditionally, rockets have had to carry massive tanks of fuel to burn, adding to their weight and aerodynamic profile.  Visit Business Insider's homepage for more stories. A British company developing a rocket engine that ...
Tags: Spacex, Elon Musk, UK, China, US, Trends, Nasa, Earth, United Kingdom, Ubs, Mars, Jeff Bezos, Boeing, Mount Everest, Financial Times, Baillie Gifford


A revolutionary air-breathing rocket engine capable of hitting more than 2,500 mph just passed a major milestone

Reactor Engines, a British aerospace company, said it had successfully tested a rocket engine that could eventually allow for supersonic flight to space. The company says its engine can cool air from 420 degrees Celsius to room temperature in less than a second. Traditionally, rockets have to carry massive tanks of fuel to burn, adding to their weight and aerodynamic profile. Visit BusinessInsider.com for more stories. A British company developing a rocket engine that can combust using oxygen...
Tags: Spacex, Elon Musk, UK, China, US, Trends, Nasa, Earth, Ubs, Mars, Jeff Bezos, Boeing, Mount Everest, Financial Times, Baillie Gifford, Mach


5 major questions about Disney's upcoming Netflix competitor, and what Wall Street analysts expect the answers to be

In a Sunday report, UBS raised the biggest questions it thought Disney had to answer at its investor day this week about its coming streaming service. They include cost and how much Disney plans to spend on original content. UBS analysts project the service to gain 5 million subscribers in the first year but have identified risks to those estimates. Disney's coming streaming platform, Disney Plus, is hotly anticipated, but little is known about the specifics of the service. Disney Plus is exp...
Tags: Disney, US, Trends, Fox, Netflix, Ubs, Iger, Espn, Hulu, AT T, Turner Broadcasting, Bob Iger, DTC, Disney Plus, Bloomberg UBS


Tesla is a battleground stock. Here's where major Wall Street analysts stand right now. (TSLA)

Tesla analysts at UBS and Morgan Stanley slashed their price targets this week. Shares have tumbled 18% this year, and continue to starkly divide Wall Street. Markets Insider compiled a list of some of the most widely followed Tesla analysts and their views on the electric-car maker. Watch Tesla trade live. Tesla has long been the quintessential battleground stock, a polarizing name among analysts and investors alike. It's a pioneer in the electric-vehicle space, led by a controversial CEO w...
Tags: Trends, Tesla, Ubs, Morgan Stanley, Jonas, Brinkman, Adam Jonas, Michaeli, Langan, Colin Langan, Ryan Brinkman, Watch Tesla, JPMorgan Price, Morgan Stanley Price, Itay Michaeli, Citi Price


Tesla's price target has been slashed by 3 major Wall Street banks. Here's where other analysts stand right now. (TSLA)

Tesla analysts at UBS and Morgan Stanley slashed their price targets this week. Shares have tumbled 18% this year, and continue to starkly divide Wall Street. Markets Insider compiled a list of some of the most widely followed Tesla analysts and their views on the electric-car maker. Watch Tesla trade live. Tesla has long been the quintessential battleground stock, a polarizing name among analysts and investors alike. It's a pioneer in the electric-vehicle space, led by a controversial CEO w...
Tags: Wall Street, Trends, Tesla, Ubs, TSLA, Morgan Stanley, Jonas, Brinkman, Adam Jonas, Michaeli, Langan, Colin Langan, Ryan Brinkman, Watch Tesla, JPMorgan Price, Morgan Stanley Price


5 big questions Wall Street wants Disney to answer about its Netflix competitor on investor day, and what analysts expect

UBS raised the biggest questions Disney has to answer about its upcoming streaming service at its Investor Day this week in a Sunday report. They include how much the platform will cost and how much Disney will spend on original content. UBS analysts project the service to gain 5 million subscribers in the first year, but see potential risks to those estimates. Disney's upcoming streaming platform, Disney+, is hotly anticipated, but little is still known about the specifics of the service. Di...
Tags: Wall Street, Disney, US, Trends, Fox, Netflix, Ubs, Iger, Espn, Hulu, AT T, Turner Broadcasting, Bob Iger, Disney Fox, DTC, Bloomberg UBS


UBS is cutting its Boeing estimates in the face of the company's 737 Max crisis (BA)

UBS has cut its price target for Boeing stock from $525 down to $500. The Wall Street investment bank has slashed its delivery forecast for the 737 Max, one of the company's best selling planes.  Follow Boeing's stock price in real-time here. UBS is warning clients that Boeing may deliver 50 fewer 737 Max planes this year, as the Chicago-based plane-maker confronts its biggest crisis in years. The plane model in question, easily one of Boeing's best-sellers and the bulk of its order book, has...
Tags: Elon Musk, Wall Street, China, US, Trends, Chicago, Ubs, Ethiopia, Boeing, Ethiopian Airlines, Walton, Lion Air, Dennis Muilenburg, Muilenburg, Myles Walton


A 'hidden asset' at Citigroup has given the bank a dominant position in the fastest-growing business on Wall Street — but challengers are knocking at the door

A "hidden asset" at Citigroup has given the bank prime position in Wall Street's fastest-growing business. The Treasury and Trade Solutions division is Citi's crown jewel, pulling in $9.3 billion in revenue in 2018. While less glamorous, transaction banking is a $95 billion a year market and will continue to be Wall Street's engine of growth in the near future, according to industry research. Citi has for years dominated the field, and it's treasury unit may be the secret weapon in unlocking t...
Tags: Google, Amazon, Asia, Europe, Wall Street, India, Trends, Coalition, Hsbc, Middle East, Ubs, Citigroup, American Express, Airbnb, Goldman Sachs, North America


iPhone 5G release may be pushed back to 2021

In a new investor note from Timothy Arcuri (obtained via CNBC), the UBS analyst writes that supply challenges may force Apple to delay its 5G compatible iPhone until 2021. With Apple still entangled in a legal battle with Qualcomm, Arcuri articulates that Intel may not be able to supply 5G modems at the scale Apple needs. What's more, Arcuri writes that striking a deal with other 5G modem providers like MediaTek represents an "unlikely solution."Consequently, Arcuri believes that there is an...
Tags: Apple, News, Samsung, Intel, Ubs, Huawei, Qualcomm, Cnbc, Mediatek, Cowen, Arcuri, Timothy Arcuri, Matthew Ramsay, Qualcomm Arcuri


Verizon's 5G service is here, but Apple could take over a year to build a compatible phone (AAPL)

Apple likely won't have its 5G phone ready next year unless its ongoing legal battle with Qualcomm is settled in a few months, UBS analysts said in a report out Wednesday. Verizon announced later on Wednesday that it was launching 5G coverage in Chicago and Minneapolis. Apple competitors Samsung and LG have debuted their first 5G phones, while the Chinese telecommunications giant Huawei has announced plans to enter the space. Watch Apple trade live. As the race to get in on 5G intensifies, A...
Tags: Apple, Verizon, Minneapolis, China, Samsung, Trends, Chicago, Ubs, Lg, Huawei, Qualcomm, Aapl, Bill Lu, Timothy Arcuri, Xiaomi Apple, Minneapolis Apple


Wall Street analysts say Disney's streaming efforts could rival Netflix in subscribers, and 'anything less would be a disappointment for investors' (DIS)

Barclays analysts believe Disney could reach 170 million subscribers by 2025 between Disney+, Hulu, and ESPN+. Anything less "would be a disappointment for investors" given the high expectations, analysts said. Wall Street analysts have projected Disney+ will hit an impressive number of subscribers over the next five years, but have also stressed potential hurdles Disney will have to overcome in the streaming war. Between its three streaming efforts, Disney has a chance to catch up to Netflix...
Tags: Amazon, Disney, US, Trends, Fox, Netflix, Barclays, Ubs, Espn, Hulu, Morgan Stanley, Ott, Amazon Given, Disney ESPN, Wall Street Barclays, Disney Hulu


PE-backed Gemini adds ex-3i chairman and managing partner to board

Gemini Bioproducts LLC, which is backed by BelHealth Investment Partners LLC, has named Bob Stefanowski to its board of directors. Stefanowski is the former chairman and managing partner of 3i Group and ex-CEO of DFC Global. Also, he was a CEO and president of several General Electric divisions. Gemini is a maker of biological products and chemical reagents for the cell culture. PRESS RELEASE West Sacramento, CA, April 3, 2019 – Gemini Bio-Products (“Gemini”), a BelHealth Investment Partners por...
Tags: New York, Ge, Trends, People, Connecticut, Healthcare, Ubs, Private Equity, Bob, West Sacramento, General Electric, Gemini, East Africa, EBITDA, West Sacramento California, Middle East North Africa


The first quarter was likely another historic period for pay TV losses, with the steepest declines at AT&T and Dish

The first quarter of 2019 is on track to be another historic quarter for subscriber losses in the pay TV industry, UBS analysts wrote in a research note Tuesday. The analysts estimate AT&T will lose 473,000 subscribers and Dish will lose 333,000 in the first quarter. The first quarter of 2019 is looking to be another historic quarter for pay TV subscriber losses, according to a UBS analyst note. The first quarter of 2019 will likely produce high satellite subscriber losses, with the steepest ...
Tags: Hbo, Trends, Ubs, Hulu, Univision, AT amp, DirecTV, Rich Greenfield, BTIG, YouTube TV, Univision Analysts


The tech IPO bonanza: More than 100 unicorns could go public this year

More than 100 tech unicorns could go public in 2019, according to UBS. UBS said investors should buckle up for a long ride if they want to see major returns. Big-name unicorns preparing for IPOs include Uber and Pinterest, More than 100 tech unicorns — privately-funded startups with a market value of $1 billion — could go public in 2019, according to an analyst note by Swiss investment bank UBS. Citing figures from CB Insights, UBS said there are 162 companies in the US that qualify as unicor...
Tags: US, Trends, Ubs, Samsung Galaxy, UBS UBS, UBS Citing, Pinterest UBS


JPMorgan and Credit Suisse will get paid almost equal amounts for helping take Lyft public, and it's part of a growing trend for IPO fees (LYFT)

Lyft has been closely-guarded with the economics of its IPO. The company still hasn't disclosed the fees its paying its underwriters, who are represented by JPMorgan, Credit Suisse, and Jefferies. JPMorgan took a little over 30% of the overall underwriting fee, while Credit Suisse took a little under 30%, according to sources familiar with the fee structure. Lyft's public listing on Friday will be a big event for JPMorgan, as the bank celebrates its most high-profile lead left IPO in tech.  L...
Tags: Google, Lyft, Ipo, New York City, Trends, David, Credit Suisse, Ubs, Goldman Sachs, Morgan Stanley, Wall Street Journal, Jefferies, Cnbc, John Zimmer, Jpmorgan, McDonald