We have heard a lot of criticism from economists about how other central banks around the world are slow in increasing interest rates and that they should follow the US Federal Reserve to stabilize their respective currencies and control inflation. The simple answer...
In Part-I of this series of articles, we discussed how the EDA market is a Triopoly between CDNS, SNPS & Siemens EDA (Mentor Graphics). In this article, we will discuss EDA’s total addressable market (TAM) and some factors which could grow TAM beyond...
The semiconductor space is dominated by names such as Nvidia, AMD, Intel, TSMC, Samsung, QCOM, etc. In this article, we will discuss a niche and many times overlooked part of the semiconductor value chain, i.e Chip Design Software tools, primarily the Electronic Design...
Revenues: EL’s Asia Pacific (China is the bulk of it) Revenues have grown at a CAGR of 14% over the last three years (ending June 22) in spite of it being flat in TTM due to covid lockdowns in China. Pre-pandemic they were...
Background: Shopify provides a plug-and-play software service where one could quickly get their own online retail sales store up and running within days. The entire payment processing, checkout, and website is managed by Shopify. This was a way of arming rebels that didn’t...
-Revenues: All indicators point to flattening sales in the Products segment. We expect this to continue at least for the next two quarters till we pass the high base comparisons from the pandemic-fuelled purchases of CY21. However, AAPL is moving towards a more...
DoubleClick’s acquisition by Google in 2008 cemented Google’s lead over other ad-networks and combined with its dominance in search provided a complete end-to-end solution to advertisers thereby transforming Google into the global advertising giant it is today. Since 2008, the world has changed...
BayFort View: Nonfarm payrolls rose 528,000 for the month of July and the unemployment rate was 3.5%, easily topping the Dow Jones estimates of 258,000 and 3.6%, respectively. Anything above 200,000 nonfarm payrolls in a month is a robust economy, in normal times...
We were poring through the quarterly SEC filings of Amazon and were intrigued by one item in their Balance sheet, “Seller Receivables”. On further investigation, we found that it’s actually a business line within Amazon, which lends to sellers for inventory purchases. Btw,...