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2021-06-17

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Facebook's Hardware Business Is Creeping Into Apple's Backyard

2021-06-16

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Square: Wall Street Is Underestimating the Growth Potential, Says Analyst

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The camera on the front will likely be used for video calls, while the rear camera can be detached to capture photos and videos for Facebook's family of apps.</p>\n<p>Facebook is also reportedly in talks with companies to develop accessories for attaching the camera to backpacks and other objects. Previous rumors regarding the watch suggested it will sport health-tracking features, run on a stand-alone cellular connection, and use a custom version of the Android operating system. Could this long-rumored device help Facebook challenge <b>Apple</b> (NASDAQ:AAPL) in the smartwatch market?</p>\n<h2>Why is Facebook developing a smartwatch?</h2>\n<p>Facebook generated 97% of its revenue from ads last quarter. The remaining 3% came from its \"other\" businesses, which include its Oculus virtual reality (VR) headsets and Portal smart screens. It might initially seem odd for Facebook to add a smartwatch to that lineup, but it would actually complement its previous hardware strategies.</p>\n<p>Facebook's strongest hardware business is its lineup of Oculus VR headsets. It could ship at least three million Oculus Quest 2 headsets this year, according to SuperData. That would make the stand-alone VR headset, which doesn't require a PC or phone, the clear leader of its niche market.</p>\n<p>Looking beyond VR devices, Facebook is developing augmented reality (AR) glasses that will use similar controls as its Oculus headsets. It also acquired CTRL-Labs, which is developing a wristband that can use brain signals to control computers, in late 2019. In theory, CTRL-Labs' technology could eventually enable users to control VR and AR devices with \"mind-reading\" wristbands instead of controllers in the future.</p>\n<p>Meanwhile, Facebook's Portal devices haven't gained much momentum against <b>Amazon</b> (NASDAQ:AMZN) or <b>Alphabet</b>'s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google in the smart screen market. That failure likely dashed Facebook's hopes of expanding its social networking platforms beyond PCs and phones and into connected homes.</p>\n<p>When you put all those pieces together, you'll realize Facebook's smartwatch could be used to enhance control of its VR and AR devices, or to expand its social networks into the Internet of Things (IoT) and perhaps succeed where the Portal failed. Facebook could also eventually upgrade its watches with CTRL-Labs' technologies and enable users to control other IoT devices with their minds.</p>\n<h2>But let's not get ahead of ourselves... yet</h2>\n<p>Facebook has reportedly spent about $1 billion on the development of its smartwatch over the past few years, but it only initially plans to ship volumes in the low six figures.</p>\n<p>That would make Facebook a tiny smartwatch maker compared to <b>Apple</b> (NASDAQ:AAPL), which grew its Apple Watch shipments 19% to 33.9 million in 2020, according to Counterpoint Research. Apple ended the year with a whopping 40% share of the global smartwatch market.</p>\n<p>Facebook likely realizes its smartwatch will face the same three problems that plagued the Portal: a deep distrust of Facebook's brand, privacy concerns, and its late arrival into a saturated market. Google also encountered similar criticisms after its recent takeover of Fitbit.</p>\n<p>Facebook reportedly plans to launch its smartwatch next summer for about $400. But a lot could happen within the next year, and new smartwatches -- including a new version of the Apple Watch -- could easily steal Facebook's thunder. A smartwatch with two cameras could also be considered complicated and redundant, especially when smartphones and action cameras serve the same purposes.</p>\n<h2>The key takeaways</h2>\n<p>The global smartwatch market could still grow from $59 billion this year to nearly $100 billion in 2025, according to Research and Markets. That's great news for Apple, but it also suggests the market might still be big enough for newcomers like Facebook to gain a foothold.</p>\n<p>But investors should take all these rumors with a grain of salt until Facebook actually makes an official announcement. Even if Facebook's smartwatch fares better than the Portal, it probably won't generate a meaningful percentage of its revenue or reduce its overall dependence on ads.</p>\n<p>Instead, it should be considered a potential expansion of its ecosystem beyond PCs and phones, which might just complement its ongoing push into the virtual and augmented reality markets.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Facebook's Hardware Business Is Creeping Into Apple's Backyard</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFacebook's Hardware Business Is Creeping Into Apple's Backyard\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/16/facebooks-hardware-business-is-creeping-into-apple/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Facebook (NASDAQ:FB) could be developing a smartwatch with two cameras, according to The Verge. The camera on the front will likely be used for video calls, while the rear camera can be detached to ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/16/facebooks-hardware-business-is-creeping-into-apple/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","AAPL":"苹果","09086":"华夏纳指-U"},"source_url":"https://www.fool.com/investing/2021/06/16/facebooks-hardware-business-is-creeping-into-apple/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143978737","content_text":"Facebook (NASDAQ:FB) could be developing a smartwatch with two cameras, according to The Verge. The camera on the front will likely be used for video calls, while the rear camera can be detached to capture photos and videos for Facebook's family of apps.\nFacebook is also reportedly in talks with companies to develop accessories for attaching the camera to backpacks and other objects. Previous rumors regarding the watch suggested it will sport health-tracking features, run on a stand-alone cellular connection, and use a custom version of the Android operating system. Could this long-rumored device help Facebook challenge Apple (NASDAQ:AAPL) in the smartwatch market?\nWhy is Facebook developing a smartwatch?\nFacebook generated 97% of its revenue from ads last quarter. The remaining 3% came from its \"other\" businesses, which include its Oculus virtual reality (VR) headsets and Portal smart screens. It might initially seem odd for Facebook to add a smartwatch to that lineup, but it would actually complement its previous hardware strategies.\nFacebook's strongest hardware business is its lineup of Oculus VR headsets. It could ship at least three million Oculus Quest 2 headsets this year, according to SuperData. That would make the stand-alone VR headset, which doesn't require a PC or phone, the clear leader of its niche market.\nLooking beyond VR devices, Facebook is developing augmented reality (AR) glasses that will use similar controls as its Oculus headsets. It also acquired CTRL-Labs, which is developing a wristband that can use brain signals to control computers, in late 2019. In theory, CTRL-Labs' technology could eventually enable users to control VR and AR devices with \"mind-reading\" wristbands instead of controllers in the future.\nMeanwhile, Facebook's Portal devices haven't gained much momentum against Amazon (NASDAQ:AMZN) or Alphabet's (NASDAQ:GOOGL) (NASDAQ:GOOG) Google in the smart screen market. That failure likely dashed Facebook's hopes of expanding its social networking platforms beyond PCs and phones and into connected homes.\nWhen you put all those pieces together, you'll realize Facebook's smartwatch could be used to enhance control of its VR and AR devices, or to expand its social networks into the Internet of Things (IoT) and perhaps succeed where the Portal failed. Facebook could also eventually upgrade its watches with CTRL-Labs' technologies and enable users to control other IoT devices with their minds.\nBut let's not get ahead of ourselves... yet\nFacebook has reportedly spent about $1 billion on the development of its smartwatch over the past few years, but it only initially plans to ship volumes in the low six figures.\nThat would make Facebook a tiny smartwatch maker compared to Apple (NASDAQ:AAPL), which grew its Apple Watch shipments 19% to 33.9 million in 2020, according to Counterpoint Research. Apple ended the year with a whopping 40% share of the global smartwatch market.\nFacebook likely realizes its smartwatch will face the same three problems that plagued the Portal: a deep distrust of Facebook's brand, privacy concerns, and its late arrival into a saturated market. Google also encountered similar criticisms after its recent takeover of Fitbit.\nFacebook reportedly plans to launch its smartwatch next summer for about $400. But a lot could happen within the next year, and new smartwatches -- including a new version of the Apple Watch -- could easily steal Facebook's thunder. A smartwatch with two cameras could also be considered complicated and redundant, especially when smartphones and action cameras serve the same purposes.\nThe key takeaways\nThe global smartwatch market could still grow from $59 billion this year to nearly $100 billion in 2025, according to Research and Markets. That's great news for Apple, but it also suggests the market might still be big enough for newcomers like Facebook to gain a foothold.\nBut investors should take all these rumors with a grain of salt until Facebook actually makes an official announcement. Even if Facebook's smartwatch fares better than the Portal, it probably won't generate a meaningful percentage of its revenue or reduce its overall dependence on ads.\nInstead, it should be considered a potential expansion of its ecosystem beyond PCs and phones, which might just complement its ongoing push into the virtual and augmented reality markets.","news_type":1},"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":160754908,"gmtCreate":1623807365504,"gmtModify":1634027848659,"author":{"id":"3578386735008858","authorId":"3578386735008858","name":"Junfant","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160754908","repostId":"2143768355","repostType":4,"repost":{"id":"2143768355","pubTimestamp":1623806110,"share":"https://www.laohu8.com/m/news/2143768355?lang=&edition=full","pubTime":"2021-06-16 09:15","market":"us","language":"en","title":"Square: Wall Street Is Underestimating the Growth Potential, Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2143768355","media":"TipRanks","summary":"2021 is proving a bit of a rollercoaster ride for Square (SQ). The stock was hot property in 2020, p","content":"<div>\n<p>2021 is proving a bit of a rollercoaster ride for Square (SQ). The stock was hot property in 2020, pushed ahead by strong Covid-19 driven tailwinds and benefitting immensely from the pivot toward ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/square-wall-street-is-underestimating-the-growth-potential-says-analyst/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Square: Wall Street Is Underestimating the Growth Potential, Says Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSquare: Wall Street Is Underestimating the Growth Potential, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 09:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/square-wall-street-is-underestimating-the-growth-potential-says-analyst/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021 is proving a bit of a rollercoaster ride for Square (SQ). The stock was hot property in 2020, pushed ahead by strong Covid-19 driven tailwinds and benefitting immensely from the pivot toward ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/square-wall-street-is-underestimating-the-growth-potential-says-analyst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQ":"Block"},"source_url":"https://www.tipranks.com/news/article/square-wall-street-is-underestimating-the-growth-potential-says-analyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143768355","content_text":"2021 is proving a bit of a rollercoaster ride for Square (SQ). The stock was hot property in 2020, pushed ahead by strong Covid-19 driven tailwinds and benefitting immensely from the pivot toward digital payments.\nWhile the stock’s ups and downs in this year’s choppy stock market has resulted in a flat year-to-date performance, Square’s value lies in being part of a secular trend which is only set to became more prevalent as the decade progresses.\nAssessing the road ahead, Deutsche Bank’s Bryan Keane thinks the Street is underestimating Square’s future growth potential.\n“If the economic recovery continues,” said the 5-star analyst, “Our updated upside model sees gross profit growth potentially accelerating to as high as ~89% Y/Y in 2Q21 and ~73% Y/Y growth in FY21, which would be ~19% pts above Street estimates (with growth rates well above peers).”\nAs with anything with the words Square and growth attached, the Cash App invariably gets a mention.\nThe peer-to-peer app’s gross profit growth “remains strong,” and boosted by “continued strength in business accounts and accelerating growth in Cash Card,” increased by 171% year-over-year in 1Q21.\nKeane expects continued growth for the app, although following last year’s exceptional performance, through the remainder of FY21, Cash’s ecosystem will face “continued difficult comps.”\nIt’s a different story, however, for the Seller segment, as volumes suffered during lockdown, and in contrast to the Cash App, Seller should “positively benefit from easier comps” in the months ahead.\nSeller GPV (gross payment volume) climbed by 144% year-over-year in April and Keane expects that strong performance to continue. Driven by “better volumes from accelerated net adds and eComm/omni-channel expansion as well as demand for core flex loans ramping back up over time,” in FY21, the analyst sees potential upside for Seller gross profit growth of ~51% from the same period last year, while FY22 should see a ~32% year-over-year uptick. These are respectively ~7ppts and ~4ppts above Keane’s “core model.”\n“The company will continue its focus on expanding the Seller market to drive incremental business into the platform and plans on expanding Seller marketing spend by +45% Y/Y while doubling the size of the sales team in 2021,” the analyst further noted.\nSo, excellent news for Square, but what does it all mean for investors?\nKeane rates SQ shares a Buy along with a $330 price target. Investors could be sitting on gains of 45%, should Keane’s forecast play out accordingly.\nThe Street’s average price target is more modest but still suggests decent upside. At $286.87, the figure is set to provide 12-month gains of 31%. Overall, the stock’s Moderate Buy consensus rating is based on 17 Buys vs. 5 Holds and 1 Sell.","news_type":1},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":163800231,"gmtCreate":1623865680623,"gmtModify":1634026753812,"author":{"id":"3578386735008858","authorId":"3578386735008858","name":"Junfant","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/163800231","repostId":"2143978737","repostType":4,"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":160754908,"gmtCreate":1623807365504,"gmtModify":1634027848659,"author":{"id":"3578386735008858","authorId":"3578386735008858","name":"Junfant","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160754908","repostId":"2143768355","repostType":4,"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}