Latest ideas and analyses related to work from home

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AAPL , DELL , HPQ

+11 pts



The next gen PCs are so much better than those of even 2 years ago. But, consumers don't upgrade them in as much as previous...

By 12MeterYacht on Dec. 27, 2021, 8:23 p.m.
Tagged topics: return-to-normal , work from home

Views: 4, Votes: 2, Responses: 0, Attachments: 0
DELL , HPQ , AAPL

+42 pts



Americas Technology: Hardware: PC Model Q3'21 Update: Commercial demand strong, consumer segment weakens

By ethonomics on Dec. 27, 2021, 1 p.m.
Tagged topics: return-to-normal , work from home

Views: 76, Votes: 5, Responses: 1, Attachments: 1
MSFT , ZM , GOOGL , WORK

+40 pts



Data indicates continued strong momentum in collaboration software, particularly $MSFT

By rIsILAwr on Dec. 21, 2021, 10:38 a.m.
Tagged topics: work from home

Views: 65, Votes: 6, Responses: 0, Attachments: 1
ZM

+36 pts



$ZM - Perfect product fit; priced well

By beat_the_street on Oct. 13, 2021, 7:03 a.m.
Tagged topics: work from home , mergers and acquisitions , video conferencing

Views: 59, Votes: 4, Responses: 0, Attachments: 2
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: 181, Votes: 1, Responses: 0, Attachments: 2
US Macro , Global Macro , Housing

+33 pts



Goldman says tight supply and delayed construction will continue to push home prices higher in US, Canada and UK

By ethonomics on Sept. 2, 2021, 11:36 a.m.
Tagged topics: US housing , work from home , Goldman Sachs , inflation fears , real estate , tight supply , labor shortage

Views: 172, Votes: 2, Responses: 0, Attachments: 2
ZM

+10 pts



At current valuations long case is now more obvious, sell off seems to be overdone as losses in smaller businesses is being made up by...

By GekkoJLDN on Sept. 1, 2021, 5:15 a.m.
Tagged topics: earnings results , work from home , pandemic trends , Morgan Stanley

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

+37 pts



$ZM - Morgan Stanley can outperform growth expectations over next 12 months despite disappointing guide and SMB churn

By josiebe on Aug. 31, 2021, 3:55 p.m.
Tagged topics: earnings results , work from home , pandemic trends , Morgan Stanley

Views: 204, Votes: 2, Responses: 1, Attachments: 2
ONTF

+1 pts



Good research piece thx...

By rogoman on June 11, 2021, 5:25 p.m.
Tagged topics: post-COVID , deep dive , work from home , big data , Goldman Sachs , remote work

Views: 2, Votes: 1, Responses: 0, Attachments: 0
ZM , FSLY , DBX , SMAR , COUR , JCOM , DCT , DOCU , TWLO , PEGA

+1 pts



Top research piece thx...

By rogoman on June 11, 2021, 3:16 p.m.
Tagged topics: valuations , stay-at-home , software , deep dive , work from home , post-pandemic , analyst top pick , RBC

Views: 4, Votes: 1, Responses: 0, Attachments: 0
COUR , DBX , DOCU , JCOM , PEGA , TWLO , ZM , FSLY , SMAR , DCT

+42 pts



$ZM, $TWLO, $PEGA - RBC believes pandemic's tailwinds for software are long-lasting, identifies 3 top picks for post-pandemic (deep dive)

By josiebe on June 11, 2021, 10:45 a.m.
Tagged topics: valuations , stay-at-home , software , deep dive , work from home , post-pandemic , analyst top pick , RBC

Views: 271, Votes: 5, Responses: 1, Attachments: 29
GOOGL , MSFT , CRM , ZM , WORK , RNG , EGHT

+1 pts



Thanks...

By uniqueerique on June 5, 2021, 4:05 a.m.
Tagged topics: valuations , growing competition , work from home , analyst downgrade , Oppenheimer , video conferencing , UCaaS

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

+43 pts



$PTON - Oppenheimer says concerns over guidance miss overblown, estimates Peloton has captured 23.4% of churned gym members

By phenphen on April 30, 2021, 1:43 p.m.
Tagged topics: buying opportunity , earnings preview , work from home , Oppenheimer , Tread+ , workout from home during pandemic , concerns overblown

Views: 361, Votes: 5, Responses: 0, Attachments: 6
RNG , ZM , MSFT , EGHT , CRM , WORK , GOOGL

+36 pts



$RNG - Oppenheimer warns of fierce and growing competition as well as unbundling with Zoom video, downgrades stock to Perform despite likely strong Q1

By labjordan on April 23, 2021, 11:18 a.m.
Tagged topics: valuations , growing competition , work from home , analyst downgrade , Oppenheimer , video conferencing , UCaaS

Views: 937, Votes: 2, Responses: 1, Attachments: 12
PTON

+39 pts



$PTON - JP Morgan recommends buying the pullback on Tread+ product warning

By phenphen on April 19, 2021, 2:32 p.m.
Tagged topics: buying opportunity , exercising at home , work from home , JP Morgan , buy the dip , product warning , Tread+

Views: 204, Votes: 6, Responses: 0, Attachments: 1
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: 223, Votes: 1, Responses: 0, Attachments: 16
AAPL

+31 pts



$AAPL - JP Morgan now sees 'modest upside' to lowered investor expectations following recent signs of slower iPhone builds and soft trends in China

By mooreideas on April 14, 2021, 11 a.m.
Tagged topics: lower buyside expectations , Services , iPhone shipments , earnings preview , work from home , JP Morgan , headwinds in China

Views: 276, Votes: 1, Responses: 0, Attachments: 9
HD , LOW

+32 pts



$HD, $LOW - RBC says US housing market very stable despite concerns of affordability, sees all-time high home equity levels as bullish sign for home improvement

By junkfoodlover on March 31, 2021, 3:36 p.m.
Tagged topics: home improvement sales , home price appreciation , US housing , work from home , pandemic trends , RBC , accelerated demand

Views: 197, Votes: 2, Responses: 0, Attachments: 10
ONTF

+35 pts



good report

By KHUN on March 2, 2021, 12:36 a.m.
Tagged topics: post-COVID , deep dive , work from home , big data , Goldman Sachs , remote work

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

+81 pts



$ONTF - Goldman recommends buying ON24 as another way to benefit from remote work and future hybrid models (deep dive)

By labjordan on March 1, 2021, 12:19 p.m.
Tagged topics: post-COVID , deep dive , work from home , big data , Goldman Sachs , remote work

Views: 221, Votes: 4, Responses: 2, Attachments: 11