reports
Cisco Systems Inc: 1 director
A director at Cisco Systems Inc sold after exercising options/sold 13,481 shares at 77.134USD and the significance rating of the trade was 71/100. 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...
- Pierre FerraguÊ
Bible 3Q25 – Enterprise IT: Legacy and SaaS growth stable, Cloud servi...
Today, we are publishing the Enterprise IT section of our 29th 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. Legacy IT spending is stabilizing after a strong 2H24, while public-cloud growth accelerates on broad-based strength across AI and traditional workloads. SaaS revenue growth remains in the low-teens ...
- Pierre FerraguÊ
- Pierre FerraguÊ
Bible 3Q25 – Hyperscale & Cloud: 2026 capex expectations up another 1...
Today, we are publishing the Hyperscale & Cloud section of our 29th 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. We will publish sections on Telecom Equipment, Industrials, PCs, Enterprise IT, and Foundry later this week. Hyperscale revenues grew 16% YoY, with cloud services up nearly 30%. Capacity constra...
ANET ARISTA NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
MRVL MARVELL TECHNOLOGY GROUP LTD.
CSCO CISCO SYSTEMS INC.
5930 SAMSUNG ELECTRONICS CO LTD
JNPR JUNIPER NETWORKS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
660 SK HYNIX INC
- Pierre FerraguÊ
- Antoine Chkaiban
- Pierre FerraguÊ
Palo Alto Networks Inc: 1 director
A director at Palo Alto Networks Inc sold 25,000 shares at 195.202USD and the significance rating of the trade was 69/100. 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...
Arista Networks Inc: 1 director
A director at Arista Networks Inc sold/sold after exercising options 8,000 shares at 128.094USD and the significance rating of the trade was 68/100. 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 directo...
- Pierre FerraguÊ
ING Selects VMware Cloud Foundation 9.0 as Strategic Platform for Priv...
ING Selects VMware Cloud Foundation 9.0 as Strategic Platform for Private Cloud Modernization VMware Cloud Foundation to deliver unified, sovereign infrastructure supporting global workload mobility and digital transformation for the multinational financial institution PALO ALTO, Calif., Dec. 02, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO) and ING today announced the extension of the companies’ strategic collaboration to update ING’s private cloud infrastructure. This initiative will see ING adopt VMware Cloud Foundation 9.0 (VCF 9) as part of its private cloud strategy, suppo...
- Antoine Chkaiban
- Pierre FerraguÊ
- Antoine Chkaiban
- Pierre FerraguÊ
- Pierre FerraguÊ
Moody's Ratings announces completion of a periodic review of ratings o...
Moody's Ratings (Moody's) has completed a periodic review of the ratings of Cisco Systems, Inc. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 13 November 2025 in which we reassessed the appropriateness of the ratings in the conte...
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
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.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
AXTI AXT INC.
NFLX NETFLIX INC.
7974 NINTENDO CO. LTD.
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
ESTC ELASTIC N.V.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
PLTR PALANTIR TECHNOLOGIES
STX SEAGATE TECHNOLOGY HLDGS PLC
DBD DIEBOLD NIXDORF INCORPORATED
- Anish Jog
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Pierre FerraguÊ
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
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.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
BBY BEST BUY CO. INC.
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CHWY CHEWY INC. CLASS A
SMCI SUPER MICRO COMPUTER
U INC.
DASH UNITY SOFTWARE
ABNB DOORDASH
PLTR AIRBNB INC. CLASS A
RBLX PALANTIR TECHNOLOGIES
STX ROBLOX
YOU SEAGATE TECHNOLOGY HLDGS PLC
NUVL CLEAR SECURE INC
RUM NUVALENT INC
CART RUMBLE INC
MAPLEBEAR INC.
- Anish Jog
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
Another Step Forward on the Strategic Vision of PANW; Just the Beginni...
A Closer Look at FY1Q26 (October) ResultsRevenueTotal revenue of $2.474 billion (up 16% y/y) came in above the company’s guidance range for revenue of $2.450 billion and $2.470 billion and above the Street’s $2.460 billion estimate fueled by growth in software firewalls, PAN-OS, and SD-WAN.Product
Broadcom Introduces the World’s First Quantum-Safe Gen 8 128G SAN Swit...
Broadcom Introduces the World’s First Quantum-Safe Gen 8 128G SAN Switch Portfolio New Brocade Gen 8 Directors and Mid-Range Switch Power the Industry’s Most Secure, High-Performance Storage Network for Enterprise AI PALO ALTO, Calif., Nov. 19, 2025 (GLOBE NEWSWIRE) -- (NASDAQ:AVGO), a global leader in semiconductor and infrastructure software solutions, today announced the availability of the Brocade X8 Directors and Brocade G820 56-port switch, the industry’s first 128G Fibre Channel platforms designed for today’s mission-critical workloads and enterprise AI applications. Brocade Gen...
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.