reports
- Pierre FerraguÊ
Tariffs. Figuring the right baseline to assess implications
Evaluating the consequences of tariffs is challenging. We chose to help layout a simple and strong analytical baseline to understand the first-order impact of tariffs on our coverage. In a few slides we have summarised the groundwork and look forward to continuing the work and help our readers make sense of implications in weeks to come.
- Jonathan Chaplin
4Q24 Wireless Trends: Expectations for net adds are too high
This report focuses on drivers of subscriber growth in 2025. Expectations for net adds are too high, though expectations for service revenue and EBTDA look fine. We also reprised our work on comparative NPS, provide a comprehensive review of 4Q24 trends, and update our long-term forecast
- Antoine Legault
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
UBI UBISOFT ENTERTAINMENT SA
PHM PULTEGROUP INC.
TSLA TESLA INC
TRIP TRIPADVISOR INC.
TOL TOLL BROTHERS INC.
QLYS QUALYS INC.
NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
CRM SALESFORCE.COM INC.
7974 NINTENDO CO. LTD.
BLDR BUILDERS FIRSTSOURCE INC.
EA ELECTRONIC ARTS INC.
TMHC TAYLOR MORRISON HOME CORPORATION
PTGX PROTAGONIST THERAPEUTICS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ZG ZILLOW GROUP INC. CLASS A
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
FUBO FUBOTV
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
UFPI UFP INDUSTRIES INC.
TTD THE TRADE DESK
YOU INC.
APGE CLEAR SECURE INC
CART APOGEE THERAPEUTICS INC
ORKA MAPLEBEAR INC.
ZBIO ORUKA THERAPEUTICS INC
ZENAS BIOPHARMA INC.
- Alicia Reese
- Antoine Legault
- Daniel Ives
- Kade Barr
- Matthew Bryson
- Matthew Weiss
- Michael Pachter
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
TSLA TESLA INC
QLYS QUALYS INC.
NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
CRM SALESFORCE.COM INC.
EA ELECTRONIC ARTS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
FUBO FUBOTV
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
TTD THE TRADE DESK
INC.
- Daniel Ives
- Matthew Weiss
- Scott Devitt
- Seth Basham
TRIP TRIPADVISOR INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
YOU CLEAR SECURE INC
CART MAPLEBEAR INC.
- Pierre FerraguÊ
Tariffs: Our (very) early and quick thoughts on implications.
Yesterday President Trump announced a baseline 10% tariff on all countries exporting to the U.S., with additional reciprocal tariffs calculated as a function of the U.S. trade deficit of each country. Follow the link below for our immediate thoughts and implications on our supply chain. We will circle back with more quantified analyses in the next couple of days.
- Daniel Ives
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
Verizon acelera estrategia centrada en el cliente ofreciendo garantía ...
Verizon acelera estrategia centrada en el cliente ofreciendo garantía de precio fijo por 3 años y teléfono gratis con myPlan and myHome NUEVA YORK, April 03, 2025 (GLOBE NEWSWIRE) -- Verizon anunció hoy la siguiente etapa en su transformación multi-anual de negocio con un firme compromiso de ahorro diseñado para fortalecer las relaciones a largo plazo con los clientes con servicio móvil y de internet residencial. Gracias a la ejecución exitosa de myPlan y myHome, este avance estratégico le permite a Verizon posicionarse aún más como el líder en la industria. “Hoy marca el siguiente...
Accelerating our Customer-First Strategy with Industry-Leading 3-Year ...
Accelerating our Customer-First Strategy with Industry-Leading 3-Year Price Lock and Free Phone Guarantee for Everyone NEW YORK, April 03, 2025 (GLOBE NEWSWIRE) -- Verizon today announced the next evolution of its multi-year consumer business transformation, with a strong value commitment designed to strengthen long-term customer relationships across its mobile and home portfolio. This strategic advancement builds on the company’s successful execution of myPlan and myHome, positioning Verizon to further extend its industry leadership. “Today marks the next strategic step of the...
- Wedbush Research
W WAYFAIR INC.
KMX CARMAX INC.
WSM WILLIAMS-SONOMA INC.
WING WINGSTOP INC.
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
TSCO TRACTOR SUPPLY COMPANY
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MNRO MONRO INC
LOW LOWE'S COMPANIES INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
HD HOME DEPOT INC.
GPC GENUINE PARTS COMPANY
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EGP EASTGROUP PROPERTIES INC.
DKS DICK'S SPORTING GOODS INC.
CYBR CYBERARK SOFTWARE LTD.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CAKE CHEESECAKE FACTORY INCORPORATED
BMRN BIOMARIN PHARMACEUTICAL INC.
BBY BEST BUY CO. INC.
AZO AUTOZONE INC.
AXTI AXT INC.
AAP ADVANCE AUTO PARTS INC.
NFLX NETFLIX INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
ORLY O'REILLY AUTOMOTIVE INC.
FND FLOOR & DECOR HOLDINGS INC. CLASS A
CVNA CARVANA CO. CLASS A
ROKU ROKU INC. CLASS A
SNBR SLEEP NUMBER CORPORATION
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
PRPL PURPLE INNOVATION
RH RESTORATION HARDWARE INC.
CHWY CHEWY INC. CLASS A
SMCI SUPER MICRO COMPUTER
ASO INC.
FUBO ACADEMY SPORTS AND OUTDOORS
TVTX FUBOTV
PLTR TRAVERE THERAPEUTICS INC
WOOF PALANTIR TECHNOLOGIES
PLTK PETCO HEALTH AND WELLNESS
RBLX PLAYTIKA HOLDING
RMBL ROBLOX
STX RUMBLEON INC
ARHS SEAGATE TECHNOLOGY HLDGS PLC
GFS ARHAUS INC
EWTX GLOBALFOUNDRIES INC
EDGEWISE THERAPEUTICS INC
- Antoine Legault
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
EGP EASTGROUP PROPERTIES INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CAKE CHEESECAKE FACTORY INCORPORATED
AMZN AMAZON.COM INC.
AAPL APPLE INC.
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
EWTX EDGEWISE THERAPEUTICS INC
- Daniel Ives
- Sam Brandeis
- Pierre FerraguÊ
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
- Antoine Legault
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Pierre FerraguÊ
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.