In today’s briefing:
- Intuitive Surgical Inc.: Initiation of Coverage – Recent Approvals & Other Drivers
- Lumen Technologies Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report
- Oracle: Key Considerations For Long-Term Investors From Yet Another Strong Quarter
- Lumen Technologies Inc.: Initiation of Coverage – Expansion Of Quantum Fiber & Other Drivers
Intuitive Surgical Inc.: Initiation of Coverage – Recent Approvals & Other Drivers
- This is our first report on Intuitive Surgical, one of the largest players in robotic surgery offerings across the globe.
- Korean growth remained steady, while Japanese procedure growth quickened compared to Q2.
- We initiate coverage on the stock of Intuitive Surgical with a ‘Hold’ rating.
Lumen Technologies Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report
- Lumen Technologies is a big player in the facilities-based technology and communications domain.
- The customer experience offered by them continues to improve, driven by the company’s very high NPS as well as customer e-scores for both the upper end of the company’s customer base and Quantum Fiber.
- Apart from that, Lumen Technologies has been expanding its premier residential as well as Quantum Fiber aggressively in over 30 cities and metro areas.
Oracle: Key Considerations For Long-Term Investors From Yet Another Strong Quarter
- Oracle continues to outperform its peers and the broader equity market after reporting yet another strong quarter.
- The cloud application segment continues to deliver, the infrastructure side of the business deserves more attention, according to analysts and market commentators.
- The early signs were plain to see a couple of years back, says analyst.
Lumen Technologies Inc.: Initiation of Coverage – Expansion Of Quantum Fiber & Other Drivers
- This is our first report on Lumen Technologies, one of the major facilities-based technology and communications companies in the world.
- During the quarter, 31,000 Quantum Fiber customers were added.
- Apart from that, Lumen Technologies has been expanding its premier residential as well as Quantum Fiber aggressively in over 30 cities and metro areas.
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