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

+5 pts



Nice

By arstgurujai on April 3, 2021, 5:26 a.m.
Tagged topics: AWS , Azure , secular trends , secular growth , edge computing , Oppenheimer , cloud adoption

Views: 1, Votes: 1, Responses: 0, Attachments: 0
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: 227, Votes: 2, Responses: 1, Attachments: 5