Browsing Category

Enterprise

Tencent & Cisco – Chinese spanner

China throws a spanner in the works of both Tencent and Cisco. Tencent Q1 2022 Tencent reported weak results as growth evaporated leaving the company waiting for both the end...

Palantir Q1 22 – Knock knock!

Getting close to interesting territory. Palantir joins the list of companies that report a slight miss that causes a big sell-off in the shares that has another high-flying technology stock...

Google & Microsoft – Tale of two cities.

Microsoft FQ3 22 – Enterprise offers inflation haven. Microsoft reported excellent results as Azure fought off competitive threats and the enterprise demand remained immune to inflation pressure. FQ3 22 revenue...

The Metaverse – Enterprise first

Enterprise Metaverse is now.  Almost all of the limitations that are going to prevent the Metaverse from taking off any time soon are much less relevant in the enterprise meaning...

Nvidia GTC 2022 – Picks and shovels.

Nvidia builds barriers to entry. Nvidia is enhancing its claim to be the picks and shovels of the Metaverse and AI with the launch of its next-generation chips and services,...

Magic Leap – Second life pt. II

Magic Leap makes its pitch to stay in the game. Magic Leap has allowed reviewers to get an early look at its new device which is smaller, more powerful but...

Palantir Q4 21 – On the radar

The lack of profit is getting on investors’ nerves Palantir picked a bad day to slightly disappoint as the general risk-off sentiment around Ukraine greatly amplified Palantir’s punishment potentially creating...

Zoom Q2 2021 – No prisoners

Zoom gets punished for a tiny slip again. Zoom again demonstrates that when the multiples are very high, any tiny slip compared to expectations will be harshly punished by the...

Microsoft & Meta – Low hanging fruit

Interoperability between these two is the easy bit. Interoperability between Microsoft and Meta Platforms is an important step to ensuring the success of the Metaverse, but this one was an...

Google & Microsoft – Technology does it again

Alphabet Q3 2021 – Very little Apple effect. Alphabet reported excellent results but weakness at YouTube, Google Cloud, and a muted share price response continue to imply that the shares...