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.
December 5, 2023
Some More Interesting EMS Proof Points
Last Wednesday (11/29), Celestica (CLS; $26.96; NR) hosted a virtual Investor Meeting that we think provided additional support for the idea that electronics manufacturing services (EMS) providers are in a much better secular position for…
December 1, 2023
UBER: Adds an Important Taxi Opportunity
On Wednesday (11/29), Uber Technologies (UBER; $56.75; O/P) announced plans to start onboarding black cabs in London to its platform starting in “early 2024”, which further adds to a new product story for its Mobility…
December 1, 2023
DELL: A Mixed Bag of FQ3 Results and Guidance
We adjust F2024E (Jan) EPS for Dell Technologies (DELL; $75.87; E/W) from $6.50 to $6.68 after the company produced a solid FQ3 (Oct) EPS beat, despite lower-than-expected revenues, albeit partially offset by FQ4E (Jan) guidance…
November 29, 2023
NTAP: Execution Improves Further
We raise F2024/F2025E (Apr) EPS for NetApp (NTAP; $90.15; E/W) from $5.75/$6.25 to $6.18/$6.70 after a solid “beat and raise” in the face of what it still sees as a soft IT spending environment with…
