Google-Fitbit Deal to Face Significant Antitrust Scrutiny
Following a month of market speculation, Fitbit Inc A (FIT US) and Alphabet Inc Cl C (GOOG US) announced on November 1st that they had reached a...
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SAP-Microsoft Partnership: A USD4.5bn Cloud Market Opportunity for SAP
SAP SE (SAP GR) announced a 3-year partnership with Microsoft Corp (MSFT US) this week. The partnership, which had already been in place (under the...
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Alibaba (BABA US): A Deep Dive into Alibaba Cloud
This is the FIRST of a series of reports on Alibaba Group Holding (BABA US), where we try to take a closer look at the fundamentals of each of the...
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Apple to Launch Video Streaming and Gaming Services to Reduce Its Dependence on IPhone Sales
Apple (AAPL US), on Tuesday refreshed its line of iPhones for 2019 and announced the iPhone 11, iPhone 11 Pro and iPhone 11 Pro Max. The three new...
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Slack’s First Post-DPO Results Reaffirm Our View on the Company; Growth Is Slowing Down
The workplace messaging company, Slack (WORK US) reported its 2QFY01/20 results on Wednesday which saw revenues growing 57.5% YoY while operating...
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