Broadcom is a poster child for operating efficiency. It earns excellent operating margins and generates enormous cash flow. It is particularly strong at acquiring companies and trimming excess ...

Nutanix benefits from the multi-year secular tailwind of hybrid multi-cloud adoption. Click here to read an analysis of NTNX ...

We think IBM’s financial strength is stable. The company has a solid cash balance of $15 billion at the end of 2024. Over the next 10 years, we forecast a continuous increase in IBM’s cash balance, ...

CoreWeave’s early pivot to AI cloud and aggressive GPU acquisition created a supply moat. Click here to read why CRWV stock ...

UiPath executives attributed part of the robotic process automation software vendor’s progress in the artificial intelligence ...

Despite its strong fundamentals, Argo Graphics trades at only 14x P/E - a 26% discount to the System Integrators (SI) sector average of 19x. After cancellation of the TOB shares, the P/E would drop to ...

May 27, 2025Box, Inc. beats earnings expectations. Reported EPS is $0.3, expectations were $0.25. Operator: Ladies and ...

Big Blue’s ERP journey has brought efficiencies and easier management, along with practical insights into the challenges its ...

This time at I/O, Google appeared to get the upper hand, vibe-wise, with a flurry of new models and features, a vision of a universal AI assistant, and even plans for AI-powered AR glasses. Safe to ...

Francois Kritzinger, Business Consultant at Venn Cubed, a specialist consultancy firm dedicated to implementing cutting-edge enterprise performance management solutions, noted: “IBM Planning ...

These aren’t just short-term savings — this is a structural reset of our cost base to align with a more scalable business model.” Cash flow from operations before special items totalled €21m, with a ...

They model cash flow and profits under different circumstances ... potentially including the Castrol lubricants business. This could be a practical solution. But selling assets for a good price ...