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Earnings Outlook

May 5, 2022

Tech earnings have been mixed, but there are plenty of areas in the sector that are still thriving.

 


Apr 21, 2022

We discuss what impact the ongoing inflationary trends is having on the earnings picture.


Mar 17, 2022

We discuss what impact the ongoing inflationary trends and the situation in Ukraine is having on the earnings picture.


Feb 10, 2022

We discuss what trends in margins and management guidance tell us about the overall earnings outlook.


Jan 21, 2022

In addition to update on the Q4 earnings season, we discuss the different earnings drivers.