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Pierre FerraguÊ
  • Pierre FerraguÊ

Bible 4Q24 – Mobility & Delivery: Healthy underlying growth

Today, we are publishing the Mobility & Delivery section of our 26th 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. Later this week we will publish sections on Memory, Semicap, Enterprise IT, PC. Ride-sharing bookings decelerated slightly but still posted robust double-digit growth, while delivery bookings a...

Pierre FerraguÊ
  • Pierre FerraguÊ

Auto cycle & onsemi, Mobileye & Lyft, Semicap weak, and More: Our Week...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 16 names we followed last week, follow the link below.

Matthew Weiss ... (+3)
  • Matthew Weiss
  • Michael Gerbino
  • Scott Devitt
Ben Harwood ... (+2)
  • Ben Harwood
  • Pierre FerraguÊ

Uber 4Q24: healthy, strong underlying growth ahead. Robotaxi strategy ...

Uber reported 4Q24 yesterday. Please see the link below for our take on the print

Daniel Ives ... (+5)
  • Daniel Ives
  • Matthew Weiss
  • Michael Gerbino
  • Sam Brandeis
  • Scott Devitt
Daniel Ives ... (+4)
  • Daniel Ives
  • Matthew Weiss
  • Michael Gerbino
  • Scott Devitt
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