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Sector: Technology (TMT)
Asia Foundries: Widening the Lead Is Easier Than Catching Up
Fundamental, Research
Despite flattening demand for consumer electronics, fast and efficient chips remain sought after...
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In the TikTok Kerfuffle, Politics Will Win Out over National Security
Policy & Legal, Research
Policy to win out over national security concerns in TikTok debate...
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Big Tech Cost Cuts: META Taking a Page From the Apple Efficiency Playbook
Fundamental, Research
META to rebound from heavy job cuts in 2023...
Read moreInteractive Media: Implications of a Potential Tik Tok Ban to Competitors
Fundamental, Research
Some social media companies poised to benefit from potential TikTok ban...
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UK’s CMA to Microsoft: “We’re Skeptical, Come Convince Us”
Policy & Legal, Research
Path forward emerges for MSFT proposed acquisition of ATVI...
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Old Revenue Is New Again
Forensic, Research
Business model shift makes unbilled revenue recognition "new" and deferred revenue declines...
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Irish Privacy Ruling Portends Dark DMA Clouds
Policy & Legal, Research
Ominous and aggressive posture taken by EU as initial steps of the Digital Market Acts commence this year...
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Twitter, Inc. (TWTR) Finding a Way Out Will Be Harder Than a Tweet
Policy & Legal, Research
Elon Musk’s proposed take-private buyout of Twitter
Read moreTwitter, What’s the Deal?
Fundamental, Video
Musk to acquire Twitter in $44 billion all-cash deal...
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