I am neutral on Broadcom (AVGO) as its strong competitive positioning and strong growth and profitability momentum are largely offset by its valuation multiples, which currently trade at a premium to ...

Adobe (NASDAQ:ADBE) needs to demonstrate competitive positioning and show growth with its generative artificial intelligence offerings when it releases its second quarter fiscal 2025 financial results ...

Previous Centrica CEO Iain Conn, appointed in 2015, embarked on a strategic U-turn by downsizing upstream activities to focus on customer-facing ones. The company sold its gas power plants, wind farms ...

Recent geopolitical shifts to boost global military spending, providing an attractive investment case for the entire defense sector, with most of the additional funding estimated to go to US players.

Having consulted with a wide range of companies and CEOs on business growth strategies, I’ve had the privilege of witnessing the transformative power of competitive intelligence firsthand. This ...

When the subject is the relative positioning of competitors across the market landscape, leadership is interested, engaged, and more than willing to debate. Over the years, I've developed several ...

Magnite's Q2 results were disappointing, with soft CTV growth and non-cash expenses weighing on margins. Despite a stabilization in digital advertising, SSPs are struggling due to revenue mix shift ...

Regulatory agencies are driving companies in the US and the EU to make commitments to comply with Environmental, Social, and Governance (ESG) criteria for corporate behavior and financial performance.

Etsy has carved out an interesting competitive niche, jockeying for e-commerce wallet share across a variety of heterogeneous verticals in the long tail of unbranded products. The firm’s four ...