A director at Salesforce Inc sold 15,000 shares at 271.109USD and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly...
Our target price increases to $200 from $185 on higher estimates. Investment Thesis: Sentiment on GOOGL continues to improve markedly, as the new dividend, solid topline results and strong margins more than compensated for higher capex.
What’s New: In this first take following tonight’s results, we touch on: 1. Search remains strong but begins lapping contribution from APAC-based retailers 2. The dividend finally arrives (plus another $70B share buyback authorization) 3. No surprise, Capex commentary implies 2024 full year figure well above consensus. 4. Cloud + YouTube = $100B run-rate at YE2024; our estimate is slightly higher 5. Continued progress on cost optimization
Ahead of results on Thursday PM, we review the KPIs going into the print (including an increase to our capex estimates, again), what to look and listen for in the earnings release and conference call, our top questions for management, and potential positive and negative catalysts for GOOGL.
Cisco et Morgan Solar ouvrent la voie à l'adoption de l'énergie propre dans les bureaux L'innovation met la technologie au service des objectifs de développement durable des entreprises Résumé : Cisco et Morgan Solar mènent un projet pilote qui alimente les espaces de collaboration et de réunion avec de l'énergie solaire.La conception met à profit les stores Energy Blinds de Morgan Solar (des stores photovoltaïques contrôlés de façon algorithmique qui captent l'énergie solaire propre), ainsi que le commutateur Power-over-Ethernet (PoE) de Cisco, qui aide à distribuer l'énergie dans la pi...
Cisco and Morgan Solar unlock clean energy adoption in office spaces Innovation uses technology to advance sustainability goals for businesses News Summary: Cisco and Morgan Solar are piloting a project that powers collaboration and meeting spaces with solar energy.The design leverages Morgan Solar’s Energy Blinds – photovoltaic, algorithmically controlled window shades that capture clean, solar energy – and Cisco’s Power-over-Ethernet (PoE) switch, which helps distribute energy within the room, along with integrations into Webex.This solution offers opportunities for businesses to think...
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