Company Notes
October 17, 2022
This morning, DoorDash (DASH; $45.89; E/W) announced it is expanding its advertising platform by launching a new set of “self-serve” ad solutions that build on an existing suite of marketing solutions for consumer-packaged goods (CPG)…
October 17, 2022
We think a recently more conservative guide vs. peers from Sensata (ST; $37.92; O/P) leads to some Q3E upside when the company reports next week (10/25 before market). We also see Q4E guidance at least…
October 17, 2022
We see TE Connectivity’s (TEL; $107.52; E/W) record backlog levels protecting against major disappointments, despite rising macro concerns, when it reports its FQ4 (Sept) on 11/2 (before market). However, we expect to see a noticeable…
October 14, 2022
On Wednesday (10/12), Dell Technologies (DELL; $34.99; E/W) introduced Project Frontier, which is a software platform for edge compute applications that the company sees seamlessly integrating with its hardware portfolio (e.g., commercial PCs, servers, gateways)….
October 14, 2022
Yesterday, DoorDash (DASH; $45.91; E/W) announced a tie-up with CleanCloud, which is a point-of-sale (POS) software platform, in order to offer on-demand delivery and pickup services for laundromats and dry cleaners. This announcement is another…
October 4, 2022
This morning, Swvl Holdings (SWVL; $0.89) announced that its business in five of its ten largest geographies turned adjusted EBITDA positive or are at least at breakeven for the month of August, including or Egypt,…