reports
- Ben Harwood
- Pierre FerraguÊ
Tariffs – How would a recession affect our coverage?
The tariffs announced by the Trump administration in the last two weeks have resulted in major swings in the stock market and broader concerns regarding the global economy. We developed a framework to understand the situation and interpret its daily evolution last week and follow up today with an initial perspective on potential macro implications.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
LRCX LAM RESEARCH CORPORATION
NOKIA NOKIA OYJ
2330 TSMC
SOI SOITEC SA
CSCO CISCO SYSTEMS INC.
ASML ASML HOLDING NV
MBLY MOBILEYE NV
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
IFX INFINEON TECHNOLOGIES AG
ERIC.B ERICSSON
ERIC-B ERICSSON LM-B SHS
0084207D UBER TECHNOLOGIES INC
WOLF WOLFSPEED INC
GRAB GRAB HLDGS LTD
ARM ARM HOLDINGS PLC
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 4Q24
We publish today our comprehensive quarterly bible: 240 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
LRCX LAM RESEARCH CORPORATION
NOKIA NOKIA OYJ
2330 TSMC
SOI SOITEC SA
CSCO CISCO SYSTEMS INC.
ASML ASML HOLDING NV
MBLY MOBILEYE NV
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
IFX INFINEON TECHNOLOGIES AG
TXG 10X GENOMICS INC CLASS A
ERIC.B ERICSSON
ERIC-B ERICSSON LM-B SHS
0084207D UBER TECHNOLOGIES INC
ME 23ANDME HLDG CO
WOLF WOLFSPEED INC
GRAB GRAB HLDGS LTD
ARM ARM HOLDINGS PLC
- Pierre FerraguÊ
Bible 4Q24 – Mobility & Delivery: Healthy underlying growth
Today, we are publishing the Mobility & Delivery section of our 26th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Later this week we will publish sections on Memory, Semicap, Enterprise IT, PC. Ride-sharing bookings decelerated slightly but still posted robust double-digit growth, while delivery bookings a...
- Pierre FerraguÊ
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 3Q24
We publish today our comprehensive Quarterly Bible: 238 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides.
ANET ARISTA NETWORKS INC.
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
TSLA TESLA INC
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
AMAT APPLIED MATERIALS INC.
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
SOI SOITEC SA
9984 SOFTBANK GROUP CORP.
8035 TOKYO ELECTRON LTD.
KLAC KLA CORPORATION
NOAA NOKIA TRADEGATE EXCHANGE
CSCO ASML HOLDING N.V.
ASML CISCO SYSTEMS INC.
AMD ASML HOLDING NV
AAPL ADVANCED MICRO DEVICES INC.
MSFT APPLE INC.
AVGO MICROSOFT CORPORATION
SOH1 BROADCOM INC.
BESI SOITEC
UBER UBER TECHNOLOGIES INC.
ERIC.B ERICSSON
ERIC-B ERICSSON LM-B SHS
ERICB EU GRABTAXI HOLDINGS PTE LTD
0967655D WOLFSPEED INC
WOLF GRAB HLDGS LTD
GRAB ARM HOLDINGS PLC
- Pierre FerraguÊ
Bible 3Q24 – Ride-sharing & Delivery: Demand growth unabated, investme...
Today, we are publishing the Ride sharing & Delivery section of our 25th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Telecom Equipment, Industrials, and Foundry. Ride-sharing growth decelerated slightly as pricing growth slowed, though, with better suppl...
- Pierre FerraguÊ
- Ben Harwood
Grab Reports Third Quarter 2024 Results
Grab Reports Third Quarter 2024 Results Revenue grew 17% year-over-year, or 20% on a constant currency basis to $716 millionOn-Demand GMV grew 15% year-over-year, or 18% on a constant currency basis to $4.7 billionProfit for the quarter was positive at $15 millionAdjusted EBITDA improved by $62 million year-over-year to an all-time high of $90 millionOperating Cash Flow of $338 million in the third quarter, and Adjusted Free Cash Flow of $76 million on a trailing 12-month basis SINGAPORE, Nov. 11, 2024 (GLOBE NEWSWIRE) -- Grab Holdings Limited (NASDAQ: GRAB) today announced unaudite...
UPDATE - Grab to Announce Third Quarter 2024 Results on November 11, 2...
UPDATE - Grab to Announce Third Quarter 2024 Results on November 11, 2024 NEW YORK, Oct. 21, 2024 (GLOBE NEWSWIRE) -- Grab Holdings Limited (NASDAQ: GRAB, the “Company” or “Grab”), plans to announce its unaudited third quarter 2024 results after the U.S. market closes on November 11, 2024. The Company’s management will hold a conference call to discuss the third quarter 2024 results at: Date and time:7:00 PM U.S Eastern Time on November 11, 20248:00 AM Singapore Time on November 12, 2024 A link to the call will be posted on the Company’s investor relations website at prior to the cal...
Grab to Announce Third Quarter 2024 Results on November 12, 2024
Grab to Announce Third Quarter 2024 Results on November 12, 2024 NEW YORK, Oct. 21, 2024 (GLOBE NEWSWIRE) -- Grab Holdings Limited (NASDAQ: GRAB, the “Company” or “Grab”), plans to announce its unaudited third quarter 2024 results after the U.S. market closes on November 12, 2024. The Company’s management will hold a conference call to discuss the third quarter 2024 results at: Date and time:7:00 PM U.S Eastern Time on November 11, 20248:00 AM Singapore Time on November 12, 2024 A link to the call will be posted on the Company’s investor relations website at prior to the call time. ...
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 2Q24
We publish today our comprehensive quarterly bible: 224 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides.
ANET ARISTA NETWORKS INC.
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
AMAT APPLIED MATERIALS INC.
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
SOI SOITEC SA
9984 SOFTBANK GROUP CORP.
8035 TOKYO ELECTRON LTD.
2GB 2G ENERGY AG
KLAC KLA CORPORATION
CSCO ASML HOLDING N.V.
ASML CISCO SYSTEMS INC.
MBLY ASML HOLDING NV
AMD MOBILEYE NV
AAPL ADVANCED MICRO DEVICES INC.
MSFT APPLE INC.
AVGO MICROSOFT CORPORATION
SOH1 BROADCOM INC.
BESI SOITEC
UBER UBER TECHNOLOGIES INC.
ERIC.B ERICSSON
BSIB BE SEMICONDUCTOR (SWISS)
WOLF WOLFSPEED INC
GRAB GRAB HLDGS LTD
ARM ARM HOLDINGS PLC
ARMH ARMEYSKI HLDG AD
- Pierre FerraguÊ
Bible 2Q24 – Ride-sharing & Delivery: Growth, margin expansion, and st...
Today, we are publishing the Ride sharing & Delivery section of our 24th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Later this week we will publish the final section, on Enterprise IT. Ride-sharing demand remained strong, with Uber’s bookings accelerating in 2Q24, making it the fastest-growing ride...
- Pierre FerraguÊ
- Ben Harwood
Grab Reports Second Quarter 2024 Results
Grab Reports Second Quarter 2024 Results • Revenue grew 17% year-over-year, or 23% on a constant currency basis to $664 million• On-Demand GMV grew 13% year-over-year, or 18% on a constant currency basis to $4.4 billion• Operating Loss improved by $121 million year-over-year to $(56) million• Adjusted EBITDA improved by $81 million year-over-year to $64 million SINGAPORE, Aug. 15, 2024 (GLOBE NEWSWIRE) -- Grab Holdings Limited (NASDAQ: GRAB) today announced unaudited financial results for the second quarter ended June 30, 2024. "We continued to harness the strength of the Grab e...
- Ben Harwood
- Pierre FerraguÊ
Grab to Announce Second Quarter 2024 Results on August 15, 2024
Grab to Announce Second Quarter 2024 Results on August 15, 2024 NEW YORK, July 23, 2024 (GLOBE NEWSWIRE) -- Grab Holdings Limited (NASDAQ: GRAB, the “Company” or “Grab”), plans to announce its unaudited second quarter 2024 results before the U.S. market opens on August 15, 2024. The Company’s management will hold a conference call to discuss the second quarter 2024 results at: Date and time:8:00 AM U.S Eastern Time on August 15, 20248:00 PM Singapore Time on August 15, 2024 A link to the call will be posted on the Company’s investor relations website at prior to the call time. Following...
- Ben Harwood
- Pierre FerraguÊ
Didi’s resurgence in Latin America. What next?
Didi is increasing investments in Latin America to boost growth ahead of an IPO in early 2025. Uber is increasing investments in response to maintain share. This move is not unprecedented. We have seen Lyft and GoJek make similar moves in the US and Southeast Asia prior to their IPOs. During that period, both companies and their competitors experienced short-term margin pressure. However, competitive dynamics prevailed. There were minimal market share shifts, and the #2 quickly reined in investm...
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