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.