reports
- Sid Rajeev
Efficiency Outweighs Revenue Headwinds
KIDZ.V (TSX) / KDOZF (NASDAQ) Q3-2024 Highlights. Revenue fell 19% YoY, missing estimates by 9%, but EPS improved due to higher margins and cost reductions. KIDZ is poised to benefit from stricter ad regulations like COPPA 2.0 and aims to expand its audience with Prado, a new ad platform for teens and parents. With a strong Q4 rebound expected and trading at a 72% discount to peers (EV/R 0.9x vs 3.03x), KIDZ shows potential for long-term growth. Read the full report for insights.
Verizon announces accepted amounts and pricing terms of its tender off...
Verizon announces accepted amounts and pricing terms of its tender offers for six series of debt securities NEW YORK, Nov. 22, 2024 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (“Verizon”) (NYSE, NASDAQ: VZ) today announced the accepted amounts as of the Original Early Participation Date (as defined in the Early Results Press Release (as defined below)) and pricing terms of its previously announced six separate offers to purchase for cash, the outstanding series of debt securities (each a “Security” and collectively, the “Securities”) listed in the table below, on the terms and subject...
Verizon announces early results for tender offers for six series of de...
Verizon announces early results for tender offers for six series of debt securities and extension of early participation date NEW YORK, Nov. 22, 2024 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (“Verizon”) (NYSE, NASDAQ: VZ) today announced, in connection with Verizon’s previously announced Offers (as defined below) to purchase its outstanding Securities (as defined below) on the terms and subject to the conditions set forth in the offer to purchase dated November 7, 2024 (the “Offer to Purchase”): (1) the early participation results for the Offers as of 5:00 p.m. (Eastern time) on No...
- 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
LOGI LOGITECH INTERNATIONAL S.A.
WSM WILLIAMS-SONOMA INC.
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GPRO GOPRO INC. CLASS A
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CRM SALESFORCE.COM INC.
AXTI AXT INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
PTGX PROTAGONIST THERAPEUTICS
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
HEAR TURTLE BEACH CORP.
RH RESTORATION HARDWARE INC.
CRSR CORSAIR GAMING
STX SEAGATE TECHNOLOGY HLDGS PLC
TTD THE TRADE DESK
ARHS INC.
GFS ARHAUS INC
GLOBALFOUNDRIES INC
- Antoine Legault
- Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
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
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
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
Verizon offers relief to customers impacted by the major Pacific North...
Verizon offers relief to customers impacted by the major Pacific Northwest storm Call/Text/Data usage incurred by customers in Washington’s hardest hit counties will be waived from Nov. 21-Nov. 27 What you need to know: Verizon is waiving domestic call/text/data usage incurred Nov. 21 - Nov. 27 for prepaid and postpaid consumer and small business customers* in King, Skagit and Snohomish counties IRVINE, Calif., Nov. 21, 2024 (GLOBE NEWSWIRE) -- In response to the powerful storm that caused power outages and damage across Washington, Verizon is waiving prepaid and postpaid call/text/da...
- Sid Rajeev
Q3 Disappoints, But Consumer Demand Shifts to Affordable Competitors
This report provides an in-depth analysis of Zepp Health Corporation's (NYSE: ZEPP) Q3-2024 performance, highlighting a 4% QoQ revenue increase but a 49% YoY decline due to lower unit sales and product discontinuations. The report examines the launch of the T-Rex 3 smartwatch, supply chain constraints, and Zepp's competitive positioning in the global smartwatch market. It also discusses management's optimistic Q4 guidance, industry trends, and the valuation discrepancy between Zepp's market cap ...
- Alicia Reese
- Antoine Legault
- Daniel Ives
- John Katsingris
- Kade Barr
- Matthew Bryson
- Matthew Weiss
- Michael Gerbino
- Michael Pachter
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
Verizon brings more joy and less stress to your holiday shopping exper...
Verizon brings more joy and less stress to your holiday shopping experience GenAI-powered tools and customer-friendly services make holiday shopping effortless NEW YORK, Nov. 21, 2024 (GLOBE NEWSWIRE) -- Verizon is taking some of the pressure off of the holidays this year. With GenAI tools and more customer-friendly services, we're making your shopping experience more personalized and easier than ever, so you can spend less time stressing and more time celebrating. Here’s how: A Verizon retail store in your pocketThe new and improved puts an entire Verizon retail store in your pocke...
Verizon Business secures new 5-year agreement with the U.S. Department...
Verizon Business secures new 5-year agreement with the U.S. Department of Agriculture (USDA) Award funded at $21 million in the first year WASHINGTON, Nov. 21, 2024 (GLOBE NEWSWIRE) -- Verizon Business has been awarded a new agreement with the United States Department of Agriculture (USDA), valued at over $21 million in the first year. The agreement will enable the USDA to enhance its connectivity capabilities across the nation, supporting over 60,000 lines of service. Verizon will deliver wireless services and service enabled devices. The contract also creates the potential for mobi...
Verizon deploys first-ever interoperable multi-vendor O-RAN DAS system
Verizon deploys first-ever interoperable multi-vendor O-RAN DAS system AUSTIN. Texas, Nov. 21, 2024 (GLOBE NEWSWIRE) -- Verizon, a global leader in driving virtualized and Open Radio Access Network (O-RAN) technologies, has deployed Open RAN (O-RAN) based Distributed Antenna Systems (DAS) systems with multiple vendor interoperability at The University of Texas Moody Center and the Austin Convention Center. These are the first DAS systems commercially deployed in the Verizon network using O-RAN interfaces between the various components of the cellular Radio Access Network from different ve...
- 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
WING WINGSTOP INC.
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
KURA KURA ONCOLOGY INC.
JACK JACK IN THE BOX INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
BBY BEST BUY CO. INC.
AXTI AXT INC.
CDR CD PROJEKT S.A.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
MSFT MICROSOFT CORPORATION
RH RESTORATION HARDWARE INC.
SMCI SUPER MICRO COMPUTER
PLTR INC.
SNOW PALANTIR TECHNOLOGIES
STX SNOWFLAKE INC. CLASS A
ARHS SEAGATE TECHNOLOGY HLDGS PLC
VFS ARHAUS INC
BLACK SPADE ACQUISITION CO
Moody's Ratings affirms Apple's Aaa rating; outlook stable
Moody's Ratings (Moody's) affirmed Apple Inc.'s (Apple) Aaa senior unsecured rating, the (P)Aaa rating for its senior unsecured medium term notes program, and the Prime-1 rating for its commercial paper program. The ratings outlook is stable. RATINGS RATIONALE Moody's Ratings Senior Vice Presiden...
- 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.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
SEAGATE TECHNOLOGY HLDGS PLC
- Pierre FerraguÊ
Bible 3Q24 - Smartphones: Sluggish demand; 5G cycle resumes; iPhone mi...
Demand is sluggish, with the 2024 and 2025 outlooks implying slight unit growth after 2022 & 2023 down 13% & 4% respectively. With saturation and elongating replacement cycles, we see that as a best case. The December quarter iPhone guide missed consensus expectations, and we expect further downside. Replacement cycles are elongating, share gains in China have stalled, and recent datapoints support our view (Apple lowering iPhone 16 production plans). Semi revenues are back to secular growth, dr...
- Pierre FerraguÊ
Pfizer Announces New Chief Scientific Officer and President, Research ...
NEW YORK--(BUSINESS WIRE)-- Pfizer Inc. (NYSE: PFE) today announced that after a comprehensive internal and external selection process, the company is appointing Chris Boshoff, M.D., PhD, as Chief Scientific Officer and President, Research & Development effective January 1, 2025. Dr. Boshoff, who most recently served as Chief Oncology Officer and Executive Vice President, will succeed Dr. Mikael Dolsten whose departure from Pfizer was announced earlier this year. In his new role, Dr. Boshoff will remain a member of Pfizer’s Executive Leadership Team reporting to Chairman and Chief Executive Of...
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