HALISTER: Apple May Get $3b Rev. Boost From Pokemon Go: Needham

Apple May Get $3b Rev. Boost From Pokemon Go: Needham

(Bloomberg) -- Apple may generate $3b of “incremental high-margin rev.” from Pokemon Go over next 12-24 months, Needham analyst Laura Martin writes in note.
  • Says Pokemon Go was generating U.S. rev. of $1.6m per day on iOS, according to Sensor Tower as of July 11; ests. AAPL keeps 30% of Pokemon Go’s rev. spent on iOS devices
  • Notes that Candy Crush generated >$1b of rev. for AAPL in each of 2013 and 2014 and Pokemon Go’s ratio of paid users to total users is 10x higher
  • Rates AAPL strong buy, PT $150
  • NOTE: AAPL reports 3Q results July 26
  • NOTE: 7/18, Pokemon Go Hype May Last Longer Than Expected: Monness Crespi
  • NOTE: Pokemon Go Tops App Charts But Retention is Key to Monetization: BI
Alert: HALISTER
Source: BFW (Bloomberg First Word)

Tickers
AAPL US (Apple Inc)

People
Laura Martin (Needham & Co LLC)

To de-activate this alert, click here

UUID: 7947283

HALISTER1: Takilant Sees EU123m Confiscated in Dutch Bribery Case

Takilant Sees EU123m Confiscated in Dutch Bribery Case

(Bloomberg) -- Takilant Ltd, a Gibraltar-registered company with ties to the daughter of Uzbekistan’s president, was found guilty by Amsterdam court to accepting bribes in exchange for wireless frequencies.
  • Co. deemed guilty of bribery and fraud, not guilty of money laundering
  • Co. will see EU123m confiscated, has to pay EU1.6m fine
  • Dutch prosecutor is still investigating Telia
  • NOTE: Amsterdam ruling is part of wider investigation by U.S., Dutch, Swedish and Swiss authorities into claims that VimpelCom, Mobile TeleSystems and Telia paid bribes in exchange for business and investment opportunities in Uzbekistan
  • NOTE: Telia slides after earnings as analysts see uncertainties in Eurasian divestment, litigation process
Alert: HALISTER1
Source: BFW (Bloomberg First Word)

Tickers
MTSS RM (Mobile TeleSystems PJSC)
TELIA SS (Telia Co AB)
VIP US (VimpelCom Ltd)
3528115Z ZU (Takilant Ltd)

To de-activate this alert, click here

UUID: 7947283