reports
- Pierre FerraguÊ
- Valens Research
CIEN - Valens Credit Report - 2024 05 06
Credit markets are slightly overstating CIEN's credit risk with a YTW of 6.602% relative to an Intrinsic YTW of 5.862% and an Intrinsic CDS of 115bps. Furthermore, Moody's is overstating the company's fundamental credit risk, with its speculative Ba1 credit rating three notches lower than Valens' IG4+ (Baa1) credit rating. Incentives Dictate Behavior™ analysis highlights mostly negative signals for credit holders. As a positive, management has low change-in-control compensation relative to thei...
Cisco et Morgan Solar ouvrent la voie à l'adoption de l'énergie propre...
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
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...
Moody's announces completion of a periodic review of ratings of Junipe...
Moody's Ratings has completed a periodic review of the ratings of Juniper Networks, Inc. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 2 April 2024 in which Moody's reassessed the appropriateness of the ratings in the context of ...
Cisco Study Reveals Very Few Organizations in Canada Prepared to Defen...
Cisco Study Reveals Very Few Organizations in Canada Prepared to Defend Against Today's Rapidly Evolving Threat Landscape News Summary: Only one per cent of organizations in Canada have the ‘Mature’ level of readiness needed to be resilient against today’s cybersecurity risks.Readiness is critical, as 63 per cent of respondents said a cybersecurity incident is likely to disrupt their business in the next 12 to 24 months.Companies are taking action to address this as 96 per cent of companies expect to increase their cybersecurity budgets in the next 12 months. TORONTO, March 27, 2024 (GL...
Une étude de Cisco révèle que très peu d'entreprises canadiennes sont ...
Une étude de Cisco révèle que très peu d'entreprises canadiennes sont prêtes à se défendre contre l'évolution rapide des menaces Sommaire : À peine 1 % des entreprises canadiennes ont atteint le niveau de préparation « Mature » nécessaire pour faire face aux risques actuels en matière de cybersécurité.Il est essentiel d'être préparé, car 63 % des personnes interrogées ont déclaré qu'un incident de cybersécurité était susceptible de perturber les activités de leur entreprise au cours des 12 à 24 prochains mois.Les entreprises prennent des mesures pour y faire face : 96 % d'entre elles prévo...
Cisco Systems Inc: 1 director
A director at Cisco Systems Inc sold 13,942 shares at 50.000USD 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 clear...
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 4Q23
We publish today our comprehensive quarterly bible: 212 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
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.
KLAC KLA CORPORATION
CSCO ASML HOLDING N.V.
ASML CISCO SYSTEMS INC.
MBLY ASML HOLDING NV
AMD MOBILEYE NV
AAPL ADVANCED MICRO DEVICES INC.
AVGO APPLE INC.
SOH1 BROADCOM INC.
BESI SOITEC
IFX UBER TECHNOLOGIES INC.
UBER ERICSSON
ERIC.B ERICSSON LM-B SHS
ERIC-B GRABTAXI HOLDINGS PTE LTD
ERICB EU WOLFSPEED INC
0967655D GRAB HLDGS LTD
WOLF ARM HOLDINGS PLC
GRAB ARMEYSKI HLDG AD
- Pierre FerraguÊ
Ciena Corp: 1 director
A director at Ciena Corp sold 8,332 shares at 60.202USD and the significance rating of the trade was 57/100. 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 showi...
- Pierre FerraguÊ
Bible 4Q23 - Service Provider Infrastructure: Brutal downcycle across ...
Today, we are publishing the Service Provider Equipment section of our 22nd 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 130 companies we track, providing an update on our key perspectives and convictions. The entire value chain, from fixed and mobile equipment down to telco semis, is experiencing a sharp slowdown, driven by inventory corrections and a decline following the peak of the 5G c...
Cisco Study Reveals Canadian Employees Crave In-person Experiences, Bu...
Cisco Study Reveals Canadian Employees Crave In-person Experiences, But Offices Are Not Delivering News Summary: Cisco Canada survey shows 64% of employees support their organization’s mandate to return to the office, motivated by the desire to collaborate, ideate and feel a sense of belonging.Current office space is not set up to meet this demand as most (83%) organizations still dedicate more than half their space to individual work stations.As organizations reevaluate office spaces and policies, flexible work styles must be embraced as preferences are evenly split between in-person, hyb...
Une étude de Cisco révèle que les employés canadiens recherchent des e...
Une étude de Cisco révèle que les employés canadiens recherchent des expériences en personne, mais que les espaces de bureaux actuels ne répondent pas à leurs attentes Sommaire : L'enquête de Cisco Canada montre que 64 % des employés approuvent le retour au bureau, motivés par le désir de collaborer, trouver des idées et ressentir un sentiment d'appartenance.Les espaces de bureaux actuels ne sont pas conçus pour répondre à ce besoin, car la plupart (83 %) des entreprises consacrent plus de la moitié de leur espace à des postes de travail individuels, encore aujourd'hui.Tandis que les org...
- Pierre FerraguÊ
- Valens Research
CIEN - Valens Credit Report - 2024 02 22
Credit markets are slightly overstating CIEN's credit risk with a YTW of 5.965% relative to an Intrinsic YTW of 5.295% and an Intrinsic CDS of 105bps. Furthermore, Moody's is overstating the company's fundamental credit risk, with its speculative Ba1 credit rating three notches lower than Valens' IG4+ (Baa1) credit rating. Incentives Dictate BehaviorTM analysis highlights mostly negative signals for credit holders. As a positive, management has low change-in-control compensation relative to the...
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