Cavium continues driving new product ramps like clockwork.
Cavium reported third-quarter results that were slightly ahead of our expectations. The firm is ramping a litany of products and has enjoyed balanced growth across its end-markets. While we don’t think the firm currently has an economic moat, we think the consistent growth across Cavium’s product lines supports our positive moat trend, as the firm continues to expand its silicon solutions in the service provider and data center markets, which subsequently increase switching costs for customers. ...Cavium is a provider of semiconductor processors that enable processing for wired and wireless infrastructure and cloud for networking, communications, storage, and security applications. The company's products consist of multi-core processors for embedded and data center applications, network connectivity for server and switches, storage connectivity, and security processors for offload and appliance. A range of the company's products also include a suite of embedded security protocols that enable unified threat management, secure connectivity, network perimeter protection, and deep packet inspection. Several of the company's products are systems on a chip, which incorporate single or multiple processor cores.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.
Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.
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