Fox Advisors:
Unparalleled Expertise
The team at Fox Advisors strives to understand and articulate emerging and established secular trends related to a wide range of electronic component applications, automotive technologies, Transportation-as-a-Service (TaaS) and other shared networks plus storage products in order to aid our clients in their investment process. Our approach leverages bottoms-up supply chain analysis, deep-rooted corporate connections, and insights derived from industry trade shows and regulatory updates to develop consistent, detailed, opinionated research that our clients trust and rely on.
April 3, 2025
GLW: OFC Highlights a More Valuable Optical Solution Set
Earlier this week, we toured Corning’s (GLW; $42.29; O/P) trade show booth at the Optical Networking and Communications Conference (OFC) in San Francisco, where we heard from Mike O’Day, SVP and GM, Optical Communications, and…
April 3, 2025
DASH: Partnering with Domino’s
Yesterday, Domino’s Pizza (DPZ; $468.35; NR) announced a new partnership with DoorDash (DASH; $189.25; E/W), which allows its customers, initially just in the U.S. to order from the pizza delivery chain through DASH’s marketplace. Keep…
April 3, 2025
JBL: OFC Highlights a Cloud Path of Its Own Trajectory
Yesterday, we hosted an investor meeting for Jabil (JBL; $138.71; O/P) during the Optical Networking and Communications Conference (OFC) in San Francisco where we met with CFO Greg Hebard, Matt Crowley, EVP, Intelligent Infrastructure, as…
April 2, 2025
CLS: Entering EMS Market for Transceivers
Yesterday, we attended the Optical Networking and Communications Conference (OFC) in San Francisco where China-based Accelink Technologies (002281.SHE; Y45.84; NR) and Celestica (CLS; $79.06; O/P) showcased Accelink’s 800G optical transceiver family in conjunction with a…
