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AAPL , GOOGL , FB , U , MTCH , BMBL

+38 pts



Morgan Stanley says #AppStore fee changes would impact $AAPL revenues by 2% in 'worse case', accelerate mobile gaming consolidation

By labjordan on Sept. 13, 2021, 5:19 p.m.
Tagged topics: market consolidation , App Store , big tech , Morgan Stanley , mobile gaming , Epic Games lawsuit , in-app purchases

Views: 181, Votes: 2, Responses: 0, Attachments: 2
MSFT , CRM , NOW , WDAY , SPLK , ADBE , U , SNOW , MDB

+38 pts



Goldman raises targets for select software names on increasingly strong demand environment and improving fundamentals

By mooreideas on Sept. 7, 2021, 11:58 a.m.
Tagged topics: strong fundamentals , software , Goldman Sachs , strong demand , conviction buy

Views: 193, Votes: 3, Responses: 0, Attachments: 2
PANW , U

+30 pts



$PANW - Deutsche says surprise CFO change unlikely due to better pay or promotion prospects at Unity, BMO thinks change driven by lack of CFOs in tech

By junkfoodlover on March 18, 2021, 11:24 a.m.
Tagged topics: management departure , promotion , new CFO , Deutsche Bank , BMO , compensation , surprise management change

Views: 119, Votes: 1, Responses: 0, Attachments: 5
U

+65 pts



$U - Goldman says Unity Software is driving a structural shift in video game creation, and now is a good entry point following recent pullback

By rIsILAwr on March 16, 2021, 1:29 p.m.
Tagged topics: valuations , video games , deep dive , Goldman Sachs , mobile gaming , 3D content

Views: 171, Votes: 3, Responses: 0, Attachments: 17