Rory Maher, CFA
Rory Maher, CFA is Director of TBI Research.
For six years, Rory was an equity analyst at Prudential, Robertson Stephens and SG Cowen covering media and entertainment. Since then, he has founded two music companies—Rothko Presents, a concert-promotion business, and more recently, Baeble Media, a site that streams full-length concerts, offers live-music downloads, and distributes/licenses that content to third parties. Currently, Rory is Director of TBI Research.
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THE MICROSOFT INVESTOR: If PCs Turn Into Workhorse "Trucks" Microsoft Is In Trouble
Steve Jobs thinks mobile devices will take the lead and PCs will be left to do the heavylifting. If this comes true it would not be good for Microsoft.
Read »THE MICROSOFT INVESTOR: Wall Street Says Back Up The Truck!
Analysts can't resist the cheap valuation and the stock jumps this morning.
Read »Here Is Why Google Will Win The Battle With Apple For Mobile Ad Dominance
There is a lot of hype around Apple and its iAd application strategy, but checks made with industry executives indicate Google is much better positioned to win the mobile advertising battle.
Read »THE MICROSOFT INVESTOR: Stock Getting Hammered, Citi Sees "Buying Opportunity"
That's one way of looking at it.
Read »THE MICROSOFT INVESTOR: CIOs Love The Cloud (But Not Necessarily Microsoft)
CIOs are moving more agressively into the cloud, but Microsoft is not the best positioned company according to Morgan Stanley.
Read »THE MICROSOFT INVESTOR: Cloud Computing Will Be A $100 Billion Market
If this is the case, Microsoft needs to ensure it is a big player in the space before Windows loses share.
Read »THE MICROSOFT INVESTOR: Office 2010 Unveiled: Microsoft's "All About" The Cloud And Mobile
A nice try, but the company needs to do a lot more than it affirmed it is doing yesterday in order to be a leader in cloud computing (luckily it has some time).
Read »THE MICROSOFT INVESTOR: Will Europe Kill The Tech Recovery?
Wall Street is concerned the ugly picture in Europe could lead to a pullback in tech spending by businesses. Bad news for Microsoft.
Read »THE MICROSOFT INVESTOR: The Kin Phone Reviews Are Out And The Consensus Is... "Huh?"
This is not the answer to Microsoft's weak hand in the mobile space.
Read »E-Commerce Strength Continues Into Q2 Says Mercent And ChannelAdvisor
The recovery gains a little steam.
Read »Facebook Is Mostly Stealing Local Spend From Newspapers And Radio, Not Google
Not quite nipping at Google's heels yet.
Read »THE MICROSOFT INVESTOR: Wall Street Thinks HP/Palm Could Give Microsoft A Run For Its Money
Unlikely,
Read »PRESENTATION: Social Media and Brand Management at Coca-Cola
Get inside Coca-Cola's online advertising strategy.
Read »THE MICROSOFT INVESTOR: Microsoft's iPad Killer Is Lame; Will It Buy Citrix?
The "courier" is no iPad killer.
Read »THE MICROSOFT INVESTOR: Expect A Good Quarter But Not A Blowout
Wall Street is looking for modest upside to earnings this evening, but it's going to take a blowout to really move the stock.
Read »THE MICROSOFT INVESTOR: Wall Street Expecting Strong Quarter On Thursday
After a week of strong industry data, the bullish earnings previews continue.
Read »THE MICROSOFT INVESTOR: Video Game Sales Up In March, But XBox Down Again
Bad news for the Xbox.
Read »THE MICROSOFT INVESTOR: Strong PC Growth Forecasts Help Stock Hold Gains
Several analysts reiterate excitement about upcoming quarterly results.
Read »Facebook Stealing More Share Of Brand Advertising -- At Expense Of Yahoo, AOL, And Even Google
Advertisers are slowly becoming convinced. Portals beware.
Read »