Report Company Directory
- Bible 3Q25 – Enterprise IT: Legacy and SaaS growth stable, Cloud services keep accelerating by New Street Research
- Bible 3Q25 – PCs: 2026 guided flat, weak refresh ahead by New Street Research
- Nvidia 3FQ26 preview: strong setup into the print and entering 2026 by New Street Research
- Nvidia revenues to exceed consensus by at least 30% next year; raising TP to $307 by New Street Research
- Bible 2Q25 – Enterprise IT: Broad-based cloud strength, SaaS stable, Legacy healthy, although the recovery has played out by New Street Research
- Bible 2Q25 – PCs: Weak refresh, slow second half, ARM is a non-event, and CPU sales could be slightly ahead of themselves by New Street Research
- Jensen’s $3-4tn, Elon's 50m H100s, Marvell's miss, and more. Our weekly wrap-up. by New Street Research
- Bible 1Q25 – Enterprise IT: AI drives Cloud growth, SaaS not reaccelerating, Legacy back to secular growth by New Street Research
- Bible 1Q25 – PCs: Refresh still elusive; CPU expectations growing slightly ahead of an uncertain OEMs outlook by New Street Research
- Kevan's Departure a Lone Red Flag in a Field of Green by Wedbush