Eric has a B.A. in Economics from Columbia University. He can be reached at firstname.lastname@example.org.
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While still reporting healthy revenue and billings growth, Slack and some other software high-flyers are also seeing some demand headwinds.
Limited switching costs and competition from deep-pocketed tech giants haven't stopped Zoom from significantly outpacing rivals.
Though possessing a good content library, HBO Max's pricing and device support work against it, as do a couple other things.
A long list of tech companies have taken advantage of favorable credit and/or equity markets in recent weeks.
Microsoft is seeing higher demand for Azure services that provide cloud resources for remote workers, while Palo Alto Networks and Dropbox have seen trial subscriptions jump.
Some -- though not all -- of the extra hardware, software and services spending currently happening would have likely taken place at a later date.
Roku reports seeing major viewing growth for ad-supported news and entertainment content, and PayPal suggests its remittance business is hitting an inflection point.
Search is still by far Google's most profitable business, and antitrust charges aimed at other parts of Alphabet's empire likely wouldn't have a major profit impact.
Qualcomm is pleased with how Chinese 5G phone sales are trending, while TI is cautious about how customer orders might trend in the near-term.
Giphy monetizes its GIF and sticker-sharing platform via sponsored GIFs that can be shared on Facebook's apps, as well as on third-party platforms such as Twitter and iMessage.