Latest ideas and analyses related to IT spending

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AMZN , MSFT , ORCL

+34 pts



CIO Survey Indicates Moderation In Software Spend

By junkfoodlover on July 19, 2022, 5:40 p.m.
Tagged topics: analyst checks , IT spending

Views: 16, Votes: 2, Responses: 0, Attachments: 1
Tech

+1 pts



Agree....

By ekmokaya on July 15, 2022, 2:28 a.m.
Tagged topics: analyst checks , IT spending

Views: 1, Votes: 1, Responses: 0, Attachments: 0
Tech

+21 pts



Many investors had the impression that the software demand is secular and will not be affected by the cyclicality. Only because we’ve been living in...

By marschenntdeb729bd97b0413b on July 14, 2022, 7:16 p.m.
Tagged topics: analyst checks , IT spending

Views: 43, Votes: 9, Responses: 1, Attachments: 0
Tech

+40 pts



IT Spending Survey: Downtick in spending intentions even as indices remain in expansion territory

By ethonomics on July 13, 2022, 1:37 p.m.
Tagged topics: analyst checks , IT spending

Views: 30, Votes: 4, Responses: 2, Attachments: 1
Tech

+43 pts



2Q22 CIO Survey – Near-Term Spending Intentions Moderate, Focus Shifts to 2H and '23 Outlook

By mooreideas on July 13, 2022, 10:09 a.m.
Tagged topics: analyst checks , IT spending

Views: 35, Votes: 7, Responses: 0, Attachments: 1
ACN

+1 pts



Posted https://street-guru.com/opinion/acn_ctsh_acn-initiation-from-jan-2022-as-requested_20220610_482/...

By ethonomics on June 10, 2022, 4:22 p.m.
Tagged topics: IT spending

Views: 4, Votes: 2, Responses: 0, Attachments: 0
ACN

+3 pts



Requesting Goldman's initiation of Accenture $ACN

By grinch123.yjy on June 9, 2022, 11:14 p.m.
Tagged topics: IT spending

Views: 23, Votes: 2, Responses: 1, Attachments: 0
NVDA

+1 pts



long term...

By mohamad.mollaei on Nov. 12, 2021, 6:37 a.m.
Tagged topics: earnings preview , IT spending , semiconductors , datacenter

Views: 2, Votes: 1, Responses: 0, Attachments: 0
NVDA

+2 pts



NVDA has been one of my strongest holdings and the upside potential continues to be huge....

By dschieber on Nov. 11, 2021, 11:03 a.m.
Tagged topics: earnings preview , IT spending , semiconductors , datacenter

Views: 4, Votes: 2, Responses: 0, Attachments: 0
NVDA

+51 pts



$NVDA - potential upside to Q3 estimates, driven by DC AI and gaming, better positioned than peers to address supply challenges

By bbern3 on Nov. 11, 2021, 10:57 a.m.
Tagged topics: earnings preview , IT spending , semiconductors , datacenter

Views: 208, Votes: 10, Responses: 2, Attachments: 1
NTAP

+34 pts



$NTAP - Goldman downgrades NetApp to Sell as their data continues to signal a worsening #ITspending outlook

By ethonomics on Oct. 18, 2021, 2:02 p.m.
Tagged topics: analyst checks , IT spending , analyst downgrade , Goldman Sachs

Views: 204, Votes: 3, Responses: 0, Attachments: 2
ACN

+31 pts



$ACN - Lightning Before the Thunder, Reiterate OW (Morgan Stanley report as requested)

By rIsILAwr on Sept. 28, 2021, 5:31 p.m.
Tagged topics: digital transformation , IT spending , Morgan Stanley

Views: 57, Votes: 1, Responses: 0, Attachments: 2
CSCO

+31 pts



$CSCO - Needham says Cisco will benefit from strong environment and easy comps, but remains 'behind the curve' on cloud

By josiebe on Sept. 17, 2021, 1:22 p.m.
Tagged topics: analyst day , easy comps , IT spending , Needham

Views: 218, Votes: 1, Responses: 0, Attachments: 2
ACN

+30 pts



$ACN - post earnings reports from June 2021 (as requested)

By phenphen on Aug. 27, 2021, 5:47 p.m.
Tagged topics: digital transformation , earnings results , IT spending

Views: 64, Votes: 1, Responses: 0, Attachments: 8
MSFT , AMZN , GOOGL

+34 pts



$MSFT - Barclays believes Azure's share gain momentum will reaccelerate as enterprise IT spending springs back in 2H

By mooreideas on Aug. 4, 2021, 3:23 p.m.
Tagged topics: AWS , Azure , Google cloud , market share gains , IT spending , Barclays

Views: 138, Votes: 1, Responses: 0, Attachments: 2
DELL

+30 pts



$DELL - Barclays impressed by record Q1 sales, but see supply constraints and tougher comps ahead

By ethonomics on May 28, 2021, 12:19 p.m.
Tagged topics: conservative guidance , earnings results , IT spending , supply constrained , tough comps , Barclays

Views: 470, Votes: 1, Responses: 0, Attachments: 4
MSFT

+1 pts



good post...

By drmikeinvest on April 25, 2021, 9:14 p.m.
Tagged topics: digital transformation , Azure , earnings preview , IT spending , Goldman Sachs , upside to estimates

Views: 2, Votes: 1, Responses: 0, Attachments: 0
MSFT

+32 pts



$MSFT - Goldman expects continued strong momentum for cloud growth, sees upside to estimates for Q3 results next week

By rIsILAwr on April 23, 2021, 6:06 p.m.
Tagged topics: digital transformation , Azure , earnings preview , IT spending , Goldman Sachs , upside to estimates

Views: 172, Votes: 1, Responses: 1, Attachments: 8
DELL , VMW

+31 pts



$DELL, $VMW - Morgan Stanley raises Dell target to $117, says VMware spin unlocks Dell equity and accelerates deleveraging

By ethonomics on April 15, 2021, 11:35 a.m.
Tagged topics: deleverage , spin-off , IT spending , analyst raises target , Goldman Sachs , Morgan Stanley , VMware spin , investment grade , special dividend , debt upgrade

Views: 562, Votes: 2, Responses: 0, Attachments: 12
CSCO

+5 pts



HD TOO

By Profiteer on March 26, 2021, 12:37 a.m.
Tagged topics: post-COVID , IT spending , analyst upgrade , Goldman Sachs , return to office , networking spend , video conferencing

Views: 1, Votes: 1, Responses: 0, Attachments: 0