Alphabet Q3 26: GCP almost saves the day. Microsoft FQ1 27 – The one steady report ServiceNow Q3 26 – SaaSpocalypse zombie awakens! Oracle Investor Day – Surviving not thriving.
GTC Berlin Day 2 – A Very Civilised Affair Meta Platforms Q3 26 – Not what was hoped
Q3 26 results and GTC are going to be crucial.
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
Amazon and Intel Q3 26 – Another Bad Night
Results so far are not inspiring the AI trade Amazon Q3 26 – A cannonball to cash flow Intel Q3 26 – Double Whammy