Posts on DOX

Latest ideas and analyses related to Amdocs Limited Ordinary Shares

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DOX

+53 pts



Solid quarter; Momentum continues

By toastcrunch.info on May 24, 2022, 10:08 a.m.
Tagged topics: equity strategy

Views: 22, Votes: 4, Responses: 0, Attachments: 1
CRWD , AVLR , SSNC , ADBE , AKAM , DDOG , NET , PTC , SWI , ZS , DOCS , DOX , CDNS , CCCS , BCOR , SPNS , ALKT , ESMT , EVCM , GTLB , LZ , LPSN , TUFN , UDMY

+55 pts



$CRWD & $AVLR should be bought on weakness as stronger growth will provide performance upside

By labjordan on Dec. 14, 2021, 12:56 p.m.
Tagged topics: deep dive , analyst downgrade , analyst upgrade , 2022 outlook

Views: 239, Votes: 11, Responses: 0, Attachments: 1
APPS , DOX , DOCN , MSFT

+39 pts



Oppenheimer 3Q #Cloud Preview - Pricing Power Please

By phenphen on Oct. 17, 2021, 11:44 a.m.
Tagged topics: earnings preview , Oppenheimer , cloud

Views: 72, Votes: 5, Responses: 1, Attachments: 2
MSFT , T , AMZN , EQIX , DOX , AKAM , FSLY , NET , RNG

+31 pts



$MSFT, $T - Oppenheimer says AT&T outsourcing Core 5G Network to Azure is a 'win-win', helps MSFT gain cloud share vs AWS

By realjoe on July 1, 2021, 2:43 p.m.
Tagged topics: AWS , Azure , market share gains , Oppenheimer , 5G network

Views: 230, Votes: 1, Responses: 0, Attachments: 3
MSFT , CRM , DOX , EQIX , EGHT , FSLY , T , VZ

+74 pts



Oppenheimer says cloud adoption is 'accelerating on all fronts', says cloud exposure should be core holdings as we are still in the very early innings of this IT mega trend

By ethonomics on Feb. 26, 2021, 12:41 p.m.
Tagged topics: AWS , Azure , secular trends , secular growth , edge computing , Oppenheimer , cloud adoption

Views: 346, Votes: 2, Responses: 1, Attachments: 5