Neil Campling - Northern Trust

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Last quote by Neil Campling

This company lacks scale in terms of users and hardware provides no clear linkage to improving the problems of scale or of increasing DAU growth. Facebook will likely continue to pressure Snap's core offering and it is difficult to see how Snap can differentiate in our view.feedback
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Aug 11 2017 Facebook
Neil Campling has been quoted 46 times. The one recent article where Neil Campling has been quoted is Loss-making Delivery Hero to list at premium to online takeaway peers. Most recently, Neil Campling was quoted as having said, “We struggle to see a path to profitability for the business without the turning off the marketing tap which, if occurred, would likely lead to a significant reduction in order and revenue growth.”.
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Neil Campling quotes

May 04 2017 - Microsoft

The earnings multiples for these companies are partly wrong on the basis that actually, I think there is power in the earnings cycle. I don't think people have got the right earnings forecasts if you are looking into 2017 and 2018.feedback

May 03 2017 - IPhone

Edge to edge screen technology which maximizes screen size for gaming, video and best suits Chinese language is in future products and that will help Apple in China for sure.feedback

May 03 2017 - IPhone

I do think Apple will return to growth in China and that will come through most clearly I suspect in this March quarter next year.feedback

May 03 2017

Dialog has been trying to diversify for a number of years to different sources, but unfortunately if your key relationship is with Apple and that's because you have got great products, there's risk and opportunity very closely aligned in that.feedback

Apr 27 2017 - Nintendo

The brand has been reinvigorated and now with that revitalized branding of the licenses, this year and into next year is about pushing on with new differentiated cutting edge tech.feedback

Apr 26 2017 - Twitter

DAUs grew 14 percent and they accelerated for the fourth straight quarter and whilst revenue lags user growth, the signs are encouraging. You see accelerating user growth helping to accelerate engagement effectively. Twitter has massively simplified its advertising product portfolio, and it enables advertisers to understand return on investment metrics, at a time when the platform is growing in terms of usage. Those signs are encouraging.feedback

Apr 25 2017 - LVMH

Much of the future growth for ams AG is centered on the combination of unit and $ content opportunities on a range of leading consumer smartphone platforms, with ams well positioned across the three leading vendors Apple, Samsung and Huawei, but it is not the only growth driver.feedback

Apr 19 2017 - Facebook

It is what is under the 'fun stuff' that is really key in terms of technology and opportunity for Facebook monetization. Namely the precise location technology which can map out images in 3-D with extreme precision and can be combined with Facebook's object recognition technology which has the capability of processing images in real time, image tracking and recognition, location tracking. The same can provide very targeted artificial intelligence services, relevant ads and suggested content and increase engagement and value of the platform even further than what it does already.feedback

Apr 05 2017

It is exceptionally rare for any consumer electronic company's margin to be above 10 percent. So Apple's margins are super-normal and they seek all means to protect that.feedback

Mar 30 2017

The tech industry in Europe may not be as big in terms of revenue ... as the U.S. is, but it has a critical role to play in basically what is, without doubt, a digital revolution that is global in nature.feedback

Feb 17 2017

What you've got here is no sign of stabilisation.feedback

Jan 23 2017 - Snapchat

Now Snapchat is seen as the number one form of social video. Yes, Facebook Live and Instagram videos are in the market but what that does is expand awareness and expand the addressable market.feedback

Jan 13 2017 - Nintendo

The Wii U was an attempt to make an incremental change and retain the successes of the past but we know this does not work. Creating something unique is what usually proves to be very successful and so we will have to wait and see if the Switch can deliver.feedback

Jan 13 2017 - Netflix

The increasingly overcrowded market is an intense environment in which to succeed. I mean, Netflix have done very well to move into the offline market but I do expect them to struggle in 2017, particularly in the second half of the year.feedback

Jan 13 2017 - Netflix

In my view, Netflix's momentum in terms of its stock value is overdone in the short term. The investments they are making into new projects are so vast that the returns will struggle to match the output… I worry it's becoming a vicious circle.feedback

Jan 06 2017 - International Consumer Electronics Show

The latest generation of IoT appears to require (AI-driven) voice-led OS . Whereas Apple's Siri seems more a function within iOS and OS X perhaps Amazon's Alexa offers the best opportunity to provide an IoT operating system.feedback

Dec 28 2016 - Netflix

Alphabet is more tied to the ad cycles and there is nothing to suspect that Q4 will be strong, but early in the year, expectations are to set conservatively. Perhaps the reason why there is less attraction in January is simply because it is not effected by the western holiday season, but more focused around the Chinese new year in February.feedback

Dec 28 2016 - Netflix

Facebook's biggest quarter of the year tends to be Q4 and on a quarterly basis we are expecting over 20 percent revenue growth for the quarter. Facebook will be a solid performer in the period.feedback

Dec 13 2016 - Netflix

Media companies have been more nervous about getting into collaboration with Apple which is why you have not seen many deals with Apple to create TV deals or content.feedback

Dec 12 2016 - Nintendo

It is another example of how the company is looking to monetize away from the traditional gaming platform. I think you are seeing more effort to monetize these great franchises across multiple efforts.feedback

Nov 22 2016

Data growth shows no sign of slowing.feedback

Nov 18 2016 - Foxconn

If the world moves to a more nationalistic approach 'made in America, by Americans, for Americans' or 'made in China, by Chinese, for Chinese'? The unwind of these variable conditions will likely impact margins, growth and suppliers exposed to the globalization trend of the last decade. The same will likely make global tech a tougher place to invest in 2017.feedback

Nov 16 2016 - Nintendo

Offering a free game with an option to unlock all the available content for just $9.99 will appeal as a pricing point to many. Many successful mobile games, such as 'Clash of Clans' by way of example, have seen an annual spend of over $100/year/gamer. So to set a low incentive (zero to try) and then a low total cost when engaged could set Nintendo on a differentiated path which, ultimately, could be a game changer to address a wider audience.feedback

Nov 16 2016 - Netflix

For unlimited use of 'Super Mario Run' it is the price of a just one month of a Netflix subscription, or one month of Spotify premium or a fraction of a traditional game ASP (average selling price).feedback

Nov 03 2016 - Uber

I am uber-bullish. I think if the stock is down it's a compelling opportunity to buy into the stock. You now have 1 billion users accessing Facebook only on mobile. Where can you find a large cap growth stock delivering 50 percent plus top line growth every quarter?feedback

Nov 02 2016

I think the principle concern is competitive risk in terms of primarily as Apple is growing through the (Apple) Watch strategy and because Apple is placing a lot of emphasis on the fitness that is seen as a threat to Fitbit.feedback

Oct 27 2016 - Samsung

In small size OLED Samsung is the 600 pound gorilla.feedback

Oct 27 2016 - Samsung

In memory they are the global leader, and we have heard demand trends are strong, supply is constrained which is good for pricing.feedback

Oct 27 2016 - Samsung

Looking at where the stock trades, it's now looking really cheap, I'm warming up to this.feedback

Oct 21 2016 - Nintendo

It is clearly too early to triumph the Switch but it certainly has promise and will provide the latest opportunity to build on Nintendo's resurgent mobile offering. The success of Pokémon Go, as we expected, appears to have led to renewed confidence in fast tracking this new mobile first strategy from Nintendo.feedback

Oct 21 2016 - Nintendo

There are clearly many unknowns. These include pricing, the technology hardware and performance, the battery life, the amount of third-party support and the inclusion, or not, of VR (virtual reality) compatibility.feedback

Aug 31 2016 - Portugal

We've had Brexit already and will this lead to Ireland again, they've done it twice before - don't forget the Lisbon Treaty in 2007/2008 - will they again lead to the threats of job cuts in Ireland ... could this lead to another vote on the EU inclusion?feedback

Jul 25 2016

Clearly the company doesn't have a quick fix or back up plan given the search for a new CEO is just starting, but the removal of the CEO we thought would be taken well by the market as a positive first step.feedback

Jun 29 2016

As soon as they reduce marketing, you see revenue growth decline substantially. They haven't got the scale.feedback

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