Latest ideas and analyses related to management departure

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PTON

+37 pts



$PTON - management overhaul is a good thing, as Barry McCarthy should provide a stead hand rightsizing the business

By puckerman17 on Feb. 8, 2022, 11:09 a.m.
Tagged topics: management departure , Barry McCarthy , John Foley

Views: 27, Votes: 4, Responses: 0, Attachments: 1
GM

+36 pts



$GM - Cruise CEO departure could be a result of disagreement on IPO timeline

By cassie on Dec. 17, 2021, 11:31 a.m.
Tagged topics: management departure , Cruise

Views: 501, Votes: 6, Responses: 0, Attachments: 2
EA

+10 pts



It will be interesting to see if there were any challenges with IDFA surrounding newer mobile properties GLUU, Codemasters and Playdemic. Company doesn't have a...

By Supersaverguy on Nov. 2, 2021, 11:58 p.m.
Tagged topics: management departure , Apex Legends , earnings preview , video games , Battlefield 2042

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

+42 pts



$EA - Apex Legends should drive another solid quarter, but focus likely on Battlefield 2042 and Jorgensen's departure and replacement

By junkfoodlover on Nov. 2, 2021, 1:38 p.m.
Tagged topics: management departure , Apex Legends , earnings preview , video games , Battlefield 2042

Views: 203, Votes: 7, Responses: 1, Attachments: 1
RIDE

+30 pts



$RIDE - RBC says CEO Steve Burns 'not the right fit', believes company needs to pivot as it tries to scale production

By cassie on June 14, 2021, 11:05 a.m.
Tagged topics: management departure , electric vehicles , RBC , electric pickups , scale production

Views: 203, Votes: 1, Responses: 0, Attachments: 1
FSLY , AKAM , NET

+31 pts



$FSLY - Oppenheimer downgrades stock after outage, says it would impact 2H growth

By josiebe on June 10, 2021, 11:17 a.m.
Tagged topics: outage , management departure , tough comps , risk to estimates , Oppenheimer , cloud service providers

Views: 170, Votes: 1, Responses: 0, Attachments: 4
IAC

+30 pts



$IAC - surprise CFO departure likely to raise questions, but does not change the bullish thesis of the stock

By rIsILAwr on June 9, 2021, 11:29 a.m.
Tagged topics: buying opportunity , thesis unchanged , management departure , Jefferies

Views: 210, Votes: 1, Responses: 0, Attachments: 1
SPLK

+32 pts



$SPLK - Morgan Stanley downgrades Splunk to Equal-weight on large deal challenges, competitive noise, and exec departures

By realjoe on April 27, 2021, 1 p.m.
Tagged topics: management departure , competitive environment , software , analyst downgrade , Morgan Stanley , more pain before gain

Views: 190, Votes: 2, Responses: 0, Attachments: 8
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: 158, Votes: 1, Responses: 0, Attachments: 5
PANW , FTNT , Network Security , Enterprise Software

+33 pts



Why I'm a buyer of PANW ahead of analyst day

By ethonomics on Aug. 19, 2019, 5:33 a.m.
Tagged topics: acquisition , analyst day , management departure , analyst checks , share gain , cloud security , Redlock , Twistlock

Views: 247, Votes: 1, Responses: 0, Attachments: 0
PANW

--7 pts



Thoughts on PANW's Q4 and first analyst day under new CEO Nikesh Arora?

By bbern3 on Aug. 19, 2019, 5:07 a.m.
Tagged topics: FQ4 results , analyst day , new CEO , Nikesh Arora , David Peranich , management departure

Views: 589, Votes: 2, Responses: 3, Attachments: 0