Summary The 2Q23 ER was really positive amid a gloomy macro outlook: triple-digit growth, notable margin improvements, and upwardly revised FY23…
Summary In this update we recap on Okta’s issues thus far in CY22 – sales integration challenges and bad publicity from security breaches – that have…
Summary This report is the final part of the WFE section of TSI - bringing together all the previous research in TSI #2.X. Despite short-term…
We analysed Orca Security's product fundamentals and its impact to public cybersecurity competitors.
Despite the recent slow down in consumer and enterprise spendings, the long waited hardware refreshment and continued penetration of NGS products will…
1
Summary 2Q22 results were very disappointing, heavily impacted by macro uncertainties. We recap some recent history to help reflect on Intel's current…
Summary We review cloud computing, the SaaS landscape, and the DevOps trends. We attempt to add some historical context whilst also reviewing leading…
1
FTNT's 2Q22 ER was a shock to investors, but we believe the impact is more short-lived vs. the long term thesis.
In this first part of AVGO coverage, we discussed what VMW means for the new owner.
Summary To fully appreciate ASML’s monopoly over the litho industry, it is worth looking back at some of the history. In Part 1 we reviewed past…
Summary To fully appreciate ASML’s monopoly over the litho industry, it is worth looking back at some of the history. In Part 1 we review past…
Takeaways - SBF on Recent Crypto Crash & RescueSummary The recent circular crash in crypto will continue until central banks reverse their QT. Hidden leverage, unsecured risky loans, and lack…