MNDY Updates: Monday 4Q23 - Continued Great Execution Summary * MNDY continues with excellent execution at the top and bottom lines.
SD-WAN Themes: SD-WAN & SASE Industry Review 2024 (Pt.3) Summary * In Part 3 (the final part) we share our thoughts on
Investor Guide Investor Guide: Forecasting Terminal FCF Margin Of B2B Software Companies (Pt.3) Summary * The report introduces the Terminal Opex & Capex Framework for estimating
SASE Themes: SD-WAN & SASE Industry Review 2024 (Pt.2) Summary * As we discussed in Part 1, the landscape will evolve to
SD-WAN Themes: SD-WAN & SASE Industry Review 2024 (Pt.1) Summary * SASE is not a universal solution for all networking and security
auto Updates: MBLY - Will The Downturn Be Short-Lived? Summary * Mobileye stands as a pivotal player in the Advanced Driver Assistance
QCOM Convequity MSU: Qualcomm - Jan 2023 Summary * Market (M), Street (S), and Us (U) perspectives differ on various
Arm Holdings Arm IPO - Tough Situations, Priced To Perfection (Pt.4) Summary * Chiplet technology presents an exciting opportunity for ARM, potentially paving the