Insights
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Sector: Technology (TMT)
META Platforms Q4 Preview – China and AI Supporting Ad Spend
Research, Fundamental
META Platforms Inc. (META) will release its Q4 2023 financial results...
Read moreAlphabet Dec-Q Preview – Will Cloud Growth Stabilize After Disappointing in Q3?
Research, Fundamental
Alphabet Inc. (GOOGL) will release Q4 results on January 30...
Read more2024 Technology Hardware/Storage Outlook
Research, Fundamental
The technology hardware industry has faced numerous challenges in the...
Read moreTech Software: The Roadmap to GenAI Adoption
Video, Fundamental
Generative AI (GenAI) has gained significant market...
Read moreCFRA Asia Broadcast: 2024 Market Outlook – Election Year Enthusiasm, Tech Views on AI and the Magnificent Seven
Webinar, Fundamental
The Presidential election year is nearly upon us. Since 1945, the S&P 500 has...
Read more2024 Market Outlook – Election Year Enthusiasm, Tech Views on AI and the Magnificent Seven
Webinar, Fundamental
The Presidential election year is nearly upon us. Since 1945, the S&P 500 has...
Read moreInteractive Media: Digital Ad Rebound Driving Profitability
Whitepaper, Fundamental
Heading into 2024, we project digital ad spending to grow by a 7%-9 % pace...
Read moreTech Software: The Roadmap to GenAI Adoption
Research, Fundamental
While generative AI (GenAI) has gained significant market attention, we believe demand for...
Read moreBig Tech/Communication Services Preview: Ready to Accelerate?
Research, Fundamental
All eyes will be on third quarter 2023 guidance...
Read moreConference Call Takeaways: Lead is Everywhere (T, VZ, FYBR, LUMN)
Research, Policy
Key takeaways from our call in late July call regarding...
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