John Donovan

BlueFin’s John Donovan believes Apple Inc. (NASDAQ: AAPL) has been “handed a gift-wrapped opportunity,” due to the Samsung (SAMSUNG ELECTRONIC KRW5000 (OTC: SSNLF)) Note 7 disaster. Gift-Wrapped Opportunity However, the analyst also mentioned that while the iPhone 7 is likely to...

BlueFin’s John Donovan expects Seagate Technology PLC (NASDAQ: STX) to continue to benefit from rising enterprise demand, driven by data center build outs, as well as higher capacity near-line HDDs and premiums for helium-based solutions. The Positives The analyst mentioned that the company...

Bluefin sees Western Digital Corp (NASDAQ: WDC) gaining some momentum as it clears the MOFCOM regulatory hurdles and resuming consumer electronics demand for the 2016 holiday periods. The momentum is likely to also be spurred by an improvement in PC trends. The hands of Western Digital have been...

BlueFin’s John Donovan believes that there is evidence of too much inventory at Fitbit Inc (NYSE: FIT), as well as “a laser-like focus on sell through” ahead of the launch of newer models at the end of 2016. Predictions Bearing Fruit Donovan mentioned robust production cuts were...

Bluefin Research Partners’ John Donovan said that during Q1 GoPro Inc (NASDAQ: GPRO) purely focused on product consolidation and properly addressing the low-end, high-end, and mid-range markets. There was a sharp decline in inventory during the first three months and GoPro cut prices to...

Apple Inc. (NASDAQ: AAPL) reported in-line iPhone shipments of 51.2 million for 1Q, while cutting its 2Q guidance for iPhone builds and shipments. BlueFin Research Partners’ John Donovan mentioned that the Apple story continued to be likeable over the long term. Analyst John Donovan said...

Strategy flaws and low barriers to entry trigger concerns over the prospect of Fitbit Inc (NYSE: FIT). BlueFin’s John Donovan said that the company’s strategy to expand offerings appears to be “ill-timed.” Waters TO Get Muddier So far, Fitbit has been providing middle...

Expectations for the world’s largest public company seem to be relatively low for Apple Inc. (NASDAQ: AAPL) standards heading into the company’s Q4 earnings report. The stock started off the year down 6.0 percent, but the company’s all-important iPhone sales numbers out this...

The results are in. Verizon Wireless, jointly owned by Verizon Communications (NYSE: VZ) and Vodafone Group plc (NASDAQ: VOD), may be the country’s biggest mobile-phone carrier with 93 million subscribers, but it is not the fastest. That honor now goes to number two, AT&T (NYSE: T) with 71...