Communication Services

Google: APAC Retail Weakness May Flow Through In Q3 FY24 Financials (Archive)

APAC retail softness and rising AI capex could constrain Google's earnings leverage ahead.

AT&T Q4 Preview: Staying On The Sidelines Until We Get Closer To Growth (Archive)

Waiting for BEAD-driven broadband growth catalysts before upgrading AT&T beyond neutral.

Google: Undervalued With A Rosy Outlook After Q2 (Archive)

Google’s resilient search, real cloud margins, and disciplined capital allocation drive compelling upside.

Google: The Hidden Truth Behind Accounting Boosts (Archive)

Unmasking Alphabet’s earnings: separating one-off accounting boosts from true operating strength.

Google: Recalibrating Before Q1 FY23 Results (Archive)

Recalibrating Google Cloud margins before Q1 FY23 to frame an impending revenue beat.

Tencent: Don't Miss China's Livestream E-Commerce Boom (Archive)

Tencent is my favored way to capture China’s booming livestream e-commerce upside.

Google: Look Up At The Cloud (Archive)

Cloud’s quietly becoming Google’s profit engine, with pricing and margins inflecting higher.