Eric has a B.A. in Economics from Columbia University. He can be reached at firstname.lastname@example.org.
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Recent Articles By The Author
Chip companies are still signaling that notebook and cloud server demand remain strong, but often have more cautious remarks to share about auto and industrial demand.
There has been a healthy amount of good news for tech companies since mid-March. But some major negatives still exist as well.
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.