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ENTITY
SMARTSCORE: 3.2/5
Alphabet

Alphabet (GOOGL US)

292
Analysis
Communication ServicesUnited States
Alphabet Inc. operates as a holding company. The Company, through its subsidiaries, provides web-based search, advertisements, maps, software applications, mobile operating systems, consumer content, enterprise solutions, commerce, and hardware products.
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30 Jun 2022 23:45

Pure Storage (PSTG): Market Leader Facing Commoditization of Its Products

Market share losses are likely occurring and the "recurring revenue STaaS" story may be decelerating amidst competition, pricing pressure, and...

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bullishAlibaba
30 Jun 2022 15:47

Selling Shovels in a Gold Rush: SaaS Stocks Cashing in on Emissions Reporting Rules

ESG investing has been complicated by evolving emissions reporting regulations. With the chaos, comes new investment opportunities. Such as in...

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bullishPinterest
29 Jun 2022 21:13

Pinterest "Ready" For Commerce

We think Pinterest's hiring of Google Exec Bill Ready is an excellent choice. He scaled Braintree and Venmo and has run Google's commerce...he...

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15 Jun 2022 16:13

TMT Quick Hits: DIS/Cricket Rights, GOOGL/TTD/EU

Disney was smart to relinquish IPL digital rights, the $3.6B in cash is worth more than the value of low ARPU Hotstar+ subs. Google opening up...

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bearishBaidu
14 Jun 2022 11:56

Baidu: Can AI Cloud, Intelligent Driving Save the Day as Marketing Continues to Lose Market Share?

In this insight, we look at the Chinese digital ad market, Baidu’s market share loss, and analyse whether AI Cloud and Intelligent Driving could...

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