AUTHORS
Eric Jhonsa
Eric has a B.A. in Economics from Columbia University. He can be reached at eric.jhonsa@thestreet.com.
Follow Eric on Twitter: @EricJhonsa
Recent Articles By The Author
SAP's Earnings -- Like Intel and IBM's -- Point to Major On-Premise IT Headwinds
While a lot of cloud-related enterprise tech spending still looks healthy, on-premise hardware and software spend is getting stung by both secular trends and macro pressures.
Microsoft Reports Earnings on Tuesday: 7 Key Things to Watch
Keep an eye on Azure, Windows, Office and gaming growth rates, as well as commercial bookings growth.
Tech Valuations Can Depend a Lot on Investor Imaginations Right Now
If a tech company can sell a narrative of runaway long-term growth, it's getting richly rewarded. But if the narrative starts getting questioned, things can turn ugly in a hurry.
TI, Logitech and TSMC's Reports Point to a Big Q4 for Consumer Hardware Spend
Demand for PCs, tablets and gaming hardware all still look quite strong. And smartphone sales are gradually picking up.
Netflix Reports Earnings on Tuesday: 6 Key Things to Watch
Keep an eye on comments shared about Q4 demand trends, movie licensing activity and the expected 2021 impact of production halts.
Fastly Just Delivered a Warning in More Ways Than One
Fastly's big run-up in the weeks prior to its warning is a cautionary example of how many tech stock moves have had little to do with an informed analysis of a company's fundamentals.
5 Thoughts on Apple's iPhone 12 and HomePod Mini Event
While 5G took the spotlight, the iPhone 12 line's camera improvements might ultimately be a bigger draw for many consumers.
IBM's Spinoff and Restructuring Plans Look Like Steps in the Right Direction
Though a lot of additional work needs to be done, new CEO Arvind Krishna seems to understand that major structural changes are necessary for IBM to hit its organic growth target.
5 Thoughts on the House's Antitrust Report on Google, Facebook, Apple and Amazon
While breakups of the tech giants still look unlikely, the House's report does reveal a thing or two about the current political mood.
5 Key Takeaways from Nvidia's GTC Conference Announcements
Among other things, Nvidia revealed an ambitious roadmap for server 'DPUs' that pair Mellanox's technology with GPUs.
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