Latest ideas and analyses related to return to office

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ZM , FIVN

+30 pts



$ZM - Needham sees #Genesys and $KLTR as 'Plan B options' if $FIVN deal is derailed, remains cautious on stock

By josiebe on Sept. 21, 2021, 11:25 a.m.
Tagged topics: post-COVID , work from home , mergers and acquisitions , Needham , return to office

Views: 78, Votes: 1, Responses: 0, Attachments: 2
US Macro

+36 pts



Goldman-hosted expert panel sees 'productivity boom' driven by tech-enabled hybrid work models, less expensive/congested cities

By ethonomics on July 30, 2021, 9:11 a.m.
Tagged topics: digital transformation , Goldman Sachs , return to office , productivity improvement , hybrid work model

Views: 147, Votes: 3, Responses: 0, Attachments: 2
US Macro

+38 pts



Goldman sees slower service spending recovery after 'Peak Growth', hindering US economy

By ethonomics on July 26, 2021, 2:40 p.m.
Tagged topics: downside risk , Consumer spending , Goldman Sachs , return to office , Delta variant

Views: 611, Votes: 4, Responses: 0, Attachments: 2
CSCO

+30 pts



$CSCO - a return to work leads to a return to growth, but supply constraints could hold back growth and slow recovery of what's lost last year

By phenphen on May 20, 2021, 3:37 p.m.
Tagged topics: earnings results , supply constrained , Needham , return to office , networking spend

Views: 124, Votes: 1, Responses: 0, Attachments: 10
ZM , FIVN , RNG , CSCO , JCOM , TEAM , GOOGL , FB , SMAR , MSFT

+31 pts



$ZM, $FIVN, $RNG - Piper Sandler says 'party isn't over' for the communication software space as downloads slow but remain up vs pre-pandemic

By labjordan on April 16, 2021, 1:24 p.m.
Tagged topics: app downloads , work from home , pandemic trends , post-pandemic , Piper Sandler , return to office , video conferencing , zoom calls

Views: 145, Votes: 1, Responses: 0, Attachments: 16
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
CSCO

+5 pts



Nice

By arstgurujai on March 25, 2021, 8:57 p.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
CSCO

+12 pts



$CSCO - Goldman upgrades to Buy with reopening likely to drive increased campus networking spend

By phenphen on March 25, 2021, 4:04 p.m.
Tagged topics: post-COVID , IT spending , analyst upgrade , Goldman Sachs , return to office , networking spend , video conferencing

Views: 156, Votes: 2, Responses: 2, Attachments: 7