Andy Hargreaves - Pacific Crest Securities

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Last quote by Andy Hargreaves

Oddly, stronger-than-expected results may be a contrarian indicator, as it would suggest consumers are not holding off purchases in anticipation of the iPhone 8.feedback
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Jul 31 2017 IPhone
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Andy Hargreaves is associated, including Netflix, Facebook, and growth. Most recently, Andy Hargreaves has been quoted saying: “We recommend large-cap tech investors use proceeds from sales of Apple to purchase GOOGL (Overweight, PT $1,100), which we believe retains an excellent risk/reward profile and more substantial upside potential than AAPL.” in the article Alphabet shares soar through $1, 000 for the first time.
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Andy Hargreaves quotes

Oct 31 2016 - Netflix

I think the challenge that Apple has here is it's really hard to become the front end when you don't have the services that people watch. And without Netflix and Amazon ... as part of that app, I don't think anybody's going to tune in.feedback

Oct 31 2016

The big cable bundle has been successful for a reason.feedback

Oct 31 2016

The challenge with the TV box is it's really a commodity business. I would argue that their box is no better, and maybe even worse in some cases, than a Roku.feedback

Oct 31 2016

Given where we are now, there's still time for them to have an effective video strategy. It just has to be something different. It has to be their own service and something with scale.feedback

Oct 18 2016 - Netflix

This is unprecedented growth that should drive a substantial improvement in the breadth and depth of content on the service, which should provide a tailwind to subscriber growth in 2017.feedback

Oct 14 2016

We do not recommend owning P. We expect Q3 [third quarter] earnings to provide detail around the economic impact of the new on-demand service. This is likely to prompt a sharp reduction in medium-term profit expectations and reduced confidence in an acquisition, both of which could be negative for the stock.feedback

Oct 13 2016 - Olympic Games

We continue to recommend buying NFLX. ... Continued reactions to Netflix's price increase and distraction from the Olympics should restrain sub growth in Q3. However, both of these factors should begin to wane in Q4, which, along with growing local language support, could drive upside to international subs in Q4 that continues into 2017.feedback

Oct 13 2016 - IPhone

Accelerating growth should drive AAPL higher. ... We continue to recommend buying AAPL.feedback

Sep 07 2016

Despite the potential for GPS to drive growth in Apple Watch unit volume, we continue to believe Apple will have to expand its wearables lineup with lower-functioning devices at lower price points to fully capture the opportunity.feedback

Jul 22 2016

Pandora's core operating leverage has deteriorated and we see little prospect for meaningful profits in on-demand. While M&A is possible, we do not view it as likely at the current valuation. We believe economics in Pandora's core radio business have been impaired and we do not see meaningful potential for profitability in its push to on demand. We do not recommend owning P.feedback

Jun 15 2016 - Netflix

We believe bearish views of Netflix's content costs generally reflect a misunderstanding of the business model, or a failure to segment investments and view returns over time.feedback

May 12 2016 - IPhone

The market is saturated and they have no massive growth drivers outside of the iPhone. Generally speaking, I just think it's a little too cheap.feedback

Apr 19 2016

The reductions reflect heightened seasonality and lower incremental adoption, as local content and marketing are being phased in more slowly than previously anticipated.feedback

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