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Dan Gallagher @djtgallagher San Francisco, CA

Tech Columnist - Heard on the Street @ WSJ - Opinions are what I'm paid for

867 Following   4,605 Followers   5,907 Tweets

Joined Twitter 6/1/12


Social media faces a new, unpredictable legal peril courtesy of Donald Trump write @DoubleLJSquared & @djtgallagherhttps://t.co/IAiQ5GkpQB
Retweeted by Dan Gallagher
5/29
2020
The pandemic's PC boost? Gartner and IDC data last month and HP's results yesterday are casting some doubt on stori… https://t.co/oDWXCBC765Amazon planning to keep about 125K of the 175k it hired to catch up with pandemic demand, per @SebasAHerrera for… https://t.co/f09slGd4UF
5/28
2020
If you're dying to be in a mask in Florida in July, Disney has a plan for you. https://t.co/dJfCc2iSTR.@WSJ scoop just hitting wire: Amazon in advanced talks to buy self-driving tech company Zoox $AMZN
Retweeted by Dan Gallagher
5/27
2020
Quibi advertisers have a quibble. https://t.co/9TtOpIRs5cCan't miss. https://t.co/V4mV9jglqmShopify has seen Zoom-like performance on the stock market thanks to the pandemic, though it has hardly become a ho… https://t.co/A4hYs3JXWlHow many $100B companies can more than double in two months? Canadian Shopify is now roughly the size of IBM. Its i… https://t.co/UeC5VLJzIx
Retweeted by Dan Gallagher
5/26
2020
Data center demand and a strong new product cycle should give Nvidia some immunity to the downturn. But… https://t.co/C48kgFnznI
Retweeted by Dan Gallagher
5/22
2020
JUST IN: After earlier local report about theme park reopening proposals that sent Disney, Comcast & SeaWorld share… https://t.co/aAz2Mr9Je0
Retweeted by Dan GallagherFacebook getting into Amazon's e-commerce territory isn't as crazy as it sounds. For @WSJheard - https://t.co/oy6h9YQbFNApple buys itself a big streaming debut. Also interesting that Sony didn't seem to think Tom Hanks' new WWII movie… https://t.co/NdEG8aUeMY
5/20
2020
This chipmaker bought goodwill from a modest planned investment in the U.S. explains @djtgallagher https://t.co/Cg7MFwEaTJ
Retweeted by Dan GallagherReverse Whack-A-Mole. https://t.co/ZfNHkYfy0wSometimes, a chip fab is just a fab. But not in the case of TSMC's Arizona project. For @WSJheard - https://t.co/SAnbuYuMzaTSMC confirms prior @WSJ report to build a 5nm fab in Arizona. Capacity will be 20K wafers per month. For size refe… https://t.co/TYiGrU0mFz
5/15
2020
WSJ scoop: TSMC is set to announce plans to build an advanced chip factory in Arizona as U.S. concerns grow about d… https://t.co/aMF2McZcYK
Retweeted by Dan GallagherSome good news for AMD today came from where you would least expect it: the big conference of one of its biggest ri… https://t.co/VKzBKxCdnD
5/14
2020
Cisco is one of the few companies hit hard by the pandemic that is still willing to give a forecast - and not a gre… https://t.co/VtSXImuRghHow to get people back in theaters when there's nothing new to show? Show the old stuff, for less money. @RT_Watsonhttps://t.co/bJiQ6EMOOn
5/13
2020
The pandemic could give Uber the opportunity to sit at the head of the table in US food delivery, displacing DoorDa… https://t.co/osP3NJVs22
Retweeted by Dan Gallagher
5/12
2020
Results from EA, Activision, Zynga and Nintendo confirmed the obvious - lockdown has been great for videogames. But… https://t.co/sZCDTB0dJa
5/11
2020
....with the right link this time: https://t.co/oHl5L4s0vs https://t.co/CflDNht5rw @DoubleLJSquared owns @WSJheard today. Read her sharp takes on ride-hailing: https://t.co/IphXoAdksN And tech's… https://t.co/Mw3ge8Uv1k
5/8
2020
Clearly not a Tiger King fan... https://t.co/ob4EaJPk7jPeloton’s sales boom in lockdown while Sonos hits a bum note https://t.co/sI4S6KIp3m
Retweeted by Dan GallagherInteresting, as this is probably one of the few covid-bumped product categories that is going to see a permanent st… https://t.co/Rv0kg7TcC4Sonos vs. Peloton is a case of lockdown wants vs. lockdown needs says @djtgallagher https://t.co/kfhFGEGqeg
Retweeted by Dan GallagherPeloton and Sonos both sell premium tech products priced well above peers. Yet #CoronaLockdown has been great for o… https://t.co/C3BMvqgnZB
5/7
2020
@miriamgottfried with a sharp look at how SIlver Lake getting into the life-preserver business for techs amid the p… https://t.co/LqIyHJ8BpgRough road for rideshare. Uber laying off 3,700 employees. Follows nearly 1K cut at Lyft last week. - https://t.co/yEliGY5S8CPinterest looks like it got the good news out first with its pre-announcement last month. Saved the bad for the for… https://t.co/OfQ52XZ6iq
5/6
2020
Table for none? @CGrantWSJ looks at a grim bellwether for the U.S. restaurant business https://t.co/2fufysxCgj
Retweeted by Dan Gallagher
5/5
2020
@ranimolla Interesting that even more are interested in Best Buy.Amazon's cloud revenues jumped 33% in Q1 but still fell a bit short of consensus. Why? Some of its earliest "born i… https://t.co/DHj3SdofRM
5/4
2020
So much for Big Tech being off the radar... https://t.co/sFsyFNw72QIs it prime time for Amazon to take on FedEx and UPS in the sky? Check out https://t.co/pyGbVCC1tm by @jonsindreu
Retweeted by Dan Gallagher
5/1
2020
One interesting note here. While all five big tech's beat Street's rev targets for March Q, only Amazon beat number… https://t.co/RyVrF4DLNZApple and Amazon results today proved to be a tale of two tech giants not equally suited to the pandemic and its af… https://t.co/1tGqKi0UwBTwitter could lose out as ad budgets continue to shrivel says @DoubleLJSquared https://t.co/SvwHXJMrod $TWTR
Retweeted by Dan GallagherMicrosoft -> S&P 500's most valued company is now a complex stew of WFH tech that's winning - despite "sales dynami… https://t.co/Ew9GN5pwMF
4/30
2020
If I had set a drinking game for every time Microsoft mentioned Teams on this call, I'd be in a ditch by now. And t… https://t.co/LWfWtwxjUzTrolls has Hollywood giant Universal and theater-chain giant AMC essentially trolling each other. @erichschwartzelhttps://t.co/uoUxiw89cWBull Market in Brady Bunch calls. #zm https://t.co/f0HT3bxvfG
4/29
2020
Google has a tough year ahead. It's optically-decent Q1 results are barely a hint of it. For @WSJheard - https://t.co/CzUiwXdBPTWe hate to spoil Google's post-earnings party, but @djtgallagher isn't cheering https://t.co/w2Rgvx5Ak0 $GOOG
Retweeted by Dan GallagherGOOD TO BE GOOGLE: Search giant posts big results, despite pandemic https://t.co/Ta86ebYkmz
Retweeted by Dan GallagherTravel will no doubt bounce back one day. Questionable whether the highly leveraged Airbnb ecosystem can hold out u… https://t.co/Az8bs45DiXAirbnb spawned an industry of homeowners running property empires, turning the startup into a hotelier without any… https://t.co/V2UOcEXVE3
Retweeted by Dan GallagherMore companies have suspended or canceled their dividends so far this year than in the previous 10 years combined. https://t.co/V7EXH43OrG
Retweeted by Dan Gallagher
4/28
2020
Why Facebook actually did Zoom a favor launching Rooms. Smart piece by ⁦@djtgallagher⁩ for ⁦@WSJheard⁩ https://t.co/rhCjdG3Dtf
Retweeted by Dan GallagherWith the link: https://t.co/T7XclN9rzd https://t.co/klBZq95XREApple is delaying the 5G iPhones by about a month and slashing 2H production by 20%, per @Kubota_Yoko for @WSJ -The pandemic isn't quite prime time for Amazon cautions @djtgallagher https://t.co/11tgOfodMr $AMZN
Retweeted by Dan Gallagher
4/27
2020
The e-commerce giant’s market value has surged—a sign that investors are ignoring potential problems https://t.co/xr8spHbLhS
Retweeted by Dan Gallagher
4/26
2020
Amazon says it doesn't use information on third-party sellers to inform its private-label business. But interviews… https://t.co/DZ18Z1n20A
Retweeted by Dan GallagherCitrix results show big WFH run-up was justified. But like Netflix, they also raise the pull-forward question. Stil… https://t.co/aGTuqW4znN
4/23
2020
With a credible report of a in-the-wild 0day that can be triggered with 0 user action -- you just send the target a… https://t.co/SrBBfC0DVf
Retweeted by Dan GallagherTexas Instruments is one of the few chip companies that can afford to build up inventory to await a recovery. Betti… https://t.co/Ku4kFuRJQcFacebook buys itself an expensive friend. @jackycwong for @WSJheard - https://t.co/vqNj22tu0p
4/22
2020
Netflix threw a bit of cold water on its own hot results. It was needed. For @WSJheard - https://t.co/pNG1onVeSlSnap's revenue and users up up up https://t.co/jjR9BonrCA
Retweeted by Dan GallagherNetflix Adds 16 Million New Subscribers as Home-Bound Consumers Stream Away -- more than double the company's forec… https://t.co/yBIijhBojs
Retweeted by Dan GallagherHow musicians are taking their shows off the road, by @AnneMarieSteele for @WSJ - https://t.co/hJO2HvLLGq
4/21
2020
Big Tech stocks have stayed hot in the selloff - save for the F in FANG. @mccabe_caitlin for @WSJ - https://t.co/seyvRN6bUACloud companies aren't entirely immune to coronavirus says @djtgallagher https://t.co/IfFCEtVg7L
Retweeted by Dan Gallagher
4/20
2020
Avoid stockpiling TP giant Procter & Gamble, @AaronBack writes for @WSJheard - https://t.co/ZB6rT9jFTk
4/17
2020
The Everything Store no longer wants you to buy everything. Welcome to Amazon 2020, by @DanaMattioli for @WSJ - https://t.co/doO0ezyTPsZoom is borrowing from Microsoft's 2002 playbook in crowdsourcing its security issues. Note that Zoom's business no… https://t.co/g1eMZk8GZhTo fix its security problems, Zoom calls in the cavalry https://t.co/napWe826YS
Retweeted by Dan Gallagher
4/16
2020
Cheaper iPhone SE comes at the right time, and can still serve Apple’s interests writes @djtgallagher https://t.co/kpBNfGKgj6
Retweeted by Dan GallagherA cheap iPhone still has its place for Apple - especially now. For @WSJheard - https://t.co/zvZQDMlPNWApple’s new iPhone launches into bleak retail market https://t.co/GjNcJzaxjk
Retweeted by Dan Gallagher$700 actually sounds quaint these days. https://t.co/OyOLOGv3iT
4/15
2020
Knowing Niners fans the way I do, I suspect this may be of little consolation. But still.... https://t.co/62mRDj442rScoop: Amazon to allow sellers of non-essential items to ship items to Amazon FBA later this week. There will be re… https://t.co/pnnD0X0H8G
Retweeted by Dan GallagherTech conference cancellations now stretching into late summer/fall. VMworld now off. https://t.co/r7wqbOx3nt
4/14
2020
WFH was going to be a very short-lived boost for PC sales, but even that didn't happen. Now, a major recession ahe… https://t.co/OYIOeSdJyBImitation is the sincerest form of flattery when it comes to Microsoft and Zoom says @djtgallagher https://t.co/0pa3O498bB $ZM $MSFT
Retweeted by Dan Gallagher
4/13
2020
"Grave error..." Yeah - @Spencerjakab went there. https://t.co/msiObGkCJt
4/11
2020
Disney can't pack people into theme parks, cruises and movie theaters for a while. Luckily, it's stream is now a ch… https://t.co/TpvZpJGX0h
4/9
2020
Airbnb's net loss soared from $17 million in 2018 to $674 million last year, as escalating costs outstripped revenu… https://t.co/lKk7MoWf8Z
Retweeted by Dan GallagherNotable move by Zoom. https://t.co/j7uoSzNfMRSome personal news... After tweeting about Zoom last week I got a call from the CEO, @ericsyuan, and we had a gre… https://t.co/NDHcGgpRWH
Retweeted by Dan GallagherI’m back! And so is Pinterest, apparently - an unlikely social climber. With ⁦@djtgallagher⁩ for ⁦@WSJheard⁩ https://t.co/pXlYR9YjUW
Retweeted by Dan Gallagher
4/8
2020
Samsung - like Micron and Nvidia - is getting a nice WFH boost from data center demand. Pain may be coming later,… https://t.co/t3X71bvJv1
4/7
2020
The coronavirus pandemic has made Zoom a household name. But @djtgallagher explains why its greatest strength is al… https://t.co/MidUSXptLg
Retweeted by Dan GallagherMicrosoft totally buzzing Zoom's tower with this one: https://t.co/DvivGDvo9DRe: Zoom - fascinating sentence from Credit Suisse downgrade this AM: "We commend Zoom for being a superhero of the… https://t.co/qo7XSqukILNew column 👇🏼 Some items on Amazon are delayed weeks, even months. Meanwhile, small shops are turning around onl… https://t.co/XKpYrnirgH
Retweeted by Dan GallagherZoom is now a household name, which also puts its problems under a microscope. For @WSJheard - https://t.co/sQx0aPProo
4/6
2020
@AaronBack It was actually very good. Just too on point for the moment.
4/3
2020
On the bright side, everyone will have watched out their Netflix and Prime ques by then. https://t.co/ourgNbHzywZoom may be hot, but it's also being stretched to the limits. @aatilley dials in for @WSJ - https://t.co/i6OLmj6DMlApple decides to pay hourly contract workers - after apparently flirting with the idea not to. @trippmickle for… https://t.co/sWfQdUoNUf
4/1
2020
Xerox and HP won't be getting together. But both companies now have a lot to prove on their own. For @WSJheard - https://t.co/Sa8Taz81PMBrace yourselves - Xerox has decided a recession-inducing pandemic is not an ideal time to take on mountains of deb… https://t.co/92HIiYLW4TMicrosoft edits (and notably narrows) cloud boast that boosted its stock yesterday. https://t.co/GVxUFVyYdeDomino's woes despite the pandemic are proof that not all takeout is driven by those unable - or unwilling - to lea… https://t.co/KFKa5VbIgi
3/31
2020

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