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Sector: Technology (TMT)

Old Revenue Is New Again

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

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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Apple Hardware Outlook

Apple Hardware Outlook

Fundamental, Video
All eyes on AAPL ahead of iPhone 14 launch...
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Twitter, Inc. (TWTR) Finding a Way Out Will Be Harder Than a Tweet

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
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Twitter, What’s the Deal?

Twitter, What’s the Deal?

Fundamental, Video
Musk to acquire Twitter in $44 billion all-cash deal...
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Semiconductors: Compressing Valuations and Mounting Risks – Now What?

Semiconductors: Compressing Valuations and Mounting Risks – Now What?

Fundamental, Video
Caution in near-term warranted due to slew of risks in semiconductor space...
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PagSeguro Notebook

PagSeguro Notebook

Forensic, Research
Receivable Aging & Potential Margin Headwinds
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More “Below the Line” Expenses and Cost Capitalization in FY20

More “Below the Line” Expenses and Cost Capitalization in FY20

Forensic, Research
ATO-FR operating margin and FCF lower than management claims...
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