Eric has a B.A. in Economics from Columbia University. He can be reached at email@example.com.
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While Red Hat's growth has accelerated since IBM bought the company, many of Big Blue's other key software and services businesses are still losing share.
Lyft has been gradually taking share from Uber in the U.S., while China's DiDi has been gaining ground in Brazil and Mexico.
The Disney+ effect, regional subscriber growth and 2020 content spending and free cash flow guidance are among the things to track as the streaming giant reports.
The latest estimates from research firm Gartner suggest enterprise software spend could grow at a double-digit rate both this year and next.
TSMC issued a strong Q1 sales outlook amid heavy demand for its most advanced manufacturing processes. And it shared a capex budget that has given a boost to chip equipment stocks.
Growing sales of used iPhones are contributing to installed base growth, while relatively high resale prices give Apple some indirect iPhone pricing power.
As the Commerce Department drafts new Huawei export restrictions, some of its U.S. chip suppliers are better-positioned than others to limit the damage.
MagnaChip Semiconductor and Ichor Holdings have joined the ranks of industry firms to announce that their Q4 sales were better than previously expected.
The tech giants are each wagering that new e-commerce and payments features for their platforms will boost ad sales.
Capex trends, chip demand and IT spending commentary are among the things to watch as dozens of tech companies report this earnings season.