Those investments should unlock a larger total addressable market for the company, White says.
Lyrica received approval for broader use during the year expending its addressable market.
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The changes, he added, should increase the addressable market for Windows Phone by more than four times.
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This could help Apple expand its addressable market and increase its market share at a rapid rate.
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By adding China Mobile, she contends, Apple would boost the addressable market to 80%, or 120 million people.
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Our competitive position is strong, our addressable market is growing, and we are optimistic about the opportunity before us.
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The expansion of the addressable market for anti-virus software should bolster Symantec stock.
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See here for why your addressable market must be in the billions.
As other browsers implement the new standards that these apps are based on, developers will receive a larger addressable market.
After the acquisition of NetLogic, Broadcom has been able to expand its potential addressable market by leveraging its expanded product portfolio.
Meanwhile, the fact that there are close to a billion users of iOS and Android means the addressable market is huge.
If the trend continues, he things the total September quarter addressable market could be in the 145 million to 155 million range.
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An expansion of social programs like this will help increase consumption of prescription drugs, which could grow the addressable market for pharmacies.
The abundance of apps across all Internet-connected devices, including Smart TVs and even game consoles, is further expanding the addressable market for games.
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Medium-term, newly introduced content (books, magazines, video) and iPad-optimized apps could broaden the addressable market and strengthen iPad sales momentum later this year.
He writes that the prior Sell rating was based on valuation, an inability to monetize reducing its addressable market and an impending lockup expiration.
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Fourth, recently announced moves into Latin America and the Caribbean provide NFLX with a much larger Total Addressable Market (TAM) to penetrate going forward.
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For the quarter, WD now sees the total addressable market for hard disk drives to be 140 million units, down from 157 million units.
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This is a classic market where a service is extremely expensive but in being so can only serve a small percentage of the addressable market.
They are doubling the addressable market for SAP by going after three new target markets: Mobile (thus their acquisition of Sybase.) Second, HANA in-memory database technology.
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Their addressable market was small firms (some of whom have and will grow large) and really forward thinking organizations that were willing to make a pretty dramatic change.
He thinks long term the addressable market for smart phones is 2 billion units, in effect suggesting that only a quarter of the market has been penetrated so far.
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"There remains a large, addressable market for these products and services, and it hasn't gone away, " says Mark Wasden, an analyst at Moody's Investors Service who covers finance companies.
This and other dual-core and quad-core smartphone products supporting TD-SCDMA, WCDMA and LTE will expand our addressable market, improve our product mix and position us for strong growth this year.
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Rumors in the market suggest that Apple may be approaching a deal with China Mobile that has 500M subscribers and would provide Apple with a much larger total addressable market.
This deal would be very important for Apple as it would instantly double its addressable market for the iPhone in China and act as the next big boost to its stock.
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It has that much of smartphone units, but it has nothing like that much of the addressable market for the typical VC-based mobile app-focused startup in London, San Francisco or Berlin.
That leaves mom-and-pop businesses as the addressable market.
The disk-drive maker now expects the total addressable market to be 140-145 million units, down from a previously projected 160 million, with a December quarter TAM of 150 million to 155 million.
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Misek figures Apple will be able to entice a lot of people to pay more: so he figures Apple will have an initial addressable market of about 50 million units a year.
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