Spotify: The Day the Music Died
Ok...so the day that the music died for Spotify isn't today. When we began writing about Spotify's most recent quarter, it was meant to be more...
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Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/24/2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
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Lockdown To Accelerate WiFi 6: A Threat to Anticipated 5G Deployment?
In ‘ Will 2020 See Successful Deployment of 5G? ’, we looked at the 5G development process, stating that we expect successful deployment to be...
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Will 2020 See Successful Deployment of 5G?
We mentioned about the possible launch of 5G and the process involved in ‘ 5G for the Next Big Turn of a New Decade’. It was expected that 5G...
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COVID-19 & Semiconductors: Profit Warnings Piling Up Ahead Of Earnings.
During the most recent earnings season, most semiconductor companies noted only relatively minor impact to their forecasts for the current quarter....
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