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Alphabet reported a rare weak result with below par revenues and earnings on account of an underperformance from Youtube. The company has been facing strong competition from the likes of TikTok and Instagram which are capturing a large part of the social media video market and have caused the below par ad revenues from Youtube. The company’s Youtube Shorts offering is growing fast and already has 30 billion daily views. New capabilities were added to video editing, and it is investing more in ma
Companies: ALPHABET INC-CL A (GOOGL:NYSE)Alphabet Inc. Class A (GOOGL:NAS)
Alphabet delivered a decent quarter and saw a particularly good performance in Google Services revenues in the fourth quarter. Broad-based strength in advertiser spend and vigorous consumer online activity drove the company’s year-over-year top-line growth. In Q4, retail was once again the largest contributor to year-over-year growth in the company's advertising business. The popularity of YouTube Shorts continues to grow and its monetization of YouTube is also going well. Moreover, the company
The digital advertising industry has grown at a phenomenal pace over the past decade and its outlook continues to be bright especially after the Covid-19 pandemic induced tailwinds. Targeted advertising is critical for companies to reach the desired target audience and this market has a virtual duopoly in the form of Alphabet and Facebook (now Meta Platforms). Both these companies have web platforms which are among the most visited platforms each day and have vast volumes of data regarding consu
Companies: FB FB GOOGL GOOGL
Alphabet and Microsoft have traditionally been two of the most reliable tech blue-chips that most technology investors have in their long-term portfolios. While the core revenue generating business for both companies is slightly different with Microsoft having a heavy focus on SaaS offerings around Windows and Office and Alphabet being more focused on digital advertising, they have been traditional rivals in many aspects. Alphabet has won many a battle in the past versus Microsoft whether it was
Companies: GOOGL GOOGL MSFT MSFT
Alphabet managed to crush earnings yet again as the company delivered a phenomenal result with a 41% revenue growth year over year. Nearly $53.1 billion worth of revenues came from the company’s core digital advertising business where it holds a virtual duopolistic position along with rival facebook. Interestingly, the company saw a staggering 43% growth in YouTube ads which contributed $7.2 billion to the top-line and the growth was despite the strong 2020 comps on account of the American presi
Alphabet is showing absolutely no signs of slowing down as it reported yet another all-around beat with a phenomenal performance of Google Services. With digital advertising expenditure rising, the company generated $57 billion from Google Service, a staggering 63.1% growth. YouTube’s performance was the highlight of the quarter as its ad revenues rose 83.7% and also, YouTube shorts surpassed 15 billion daily views. The company has a number of factors driving future growth. Its Cloud platform is
Alphabet lived up to our ‘Buy’ recommendation from the previous quarter and cruised past our target price. The company reported a stunning first quarter of 2021 driven by strength in the company’s search, cloud, and YouTube businesses. In addition, continuous strength in ad revenue due to the economic recovery acts as a huge positive. Growth across categories like retail, technology, and consumers packaged goods drove revenues in the Google Services segment. It is worth mentioning that with incr
Companies: Alphabet Inc. Class A
The cancer burden is growing globally. Each year >18 million people are diagnosed, nearly 10 million die and the estimated economic cost exceeds $1 trillion. From early diagnosis to late-stage disease, cancer care often involves inappropriate or unnecessary interventions that drive costs but provide limited clinical benefit. Coupled with an increased understanding of cancer biology and rapid technological advances, this has been driving momentum for precision medicine, leading to patient and soc
Companies: VSC ABT ABBV AFMD A GOOGL AMGN AZN BCART BMY EKTAB EXAS GSK ILMN IPH ISRG IBAB JNJ MDXH MDG1 MDT MRK MYGN NSTG NOVN OCX PFE RAYB ROG SAN SGEN TMO TNG VAR VCYT VNRX XNCR ECX IMM
Prior to selling to Google for $2.6 billion, Amazon and Microsoft were among companies that took interest in Looker; Facebook is no longer allowing preinstallation of its apps on Huawei phones, the latest blow for the Chinese tech giant as it struggles to keep its business afloat in the face of a US ban on its purchase of American parts and software; Google’s new gaming subscription service, Stadia, will cost $9.99 per month, giving users access to more than 30 games including titles from Electr
Companies: GOOGL FB EA
Tech Monopolies both create and stifle innovation, but China helps us understand the opportunity cost
Research Tree provides access to ongoing research coverage, media content and regulatory news on Alphabet Inc. Class A.
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Weekly round-up of AIM-listed healthcare news.
Venture Life Group, GENinCode, Kromek, Alliance Pharma, Polarean Imaging, Benchmark Holdings, Ondine Biomedical, Verici Dx, Faron Pharmaceuticals, Avacta Group, Abingdon Health, Open Orphan, Belluscura, Hutchmed (China), Oxford Biodynamics
Companies: ANIC RUA CREO GENI HEIQ IHC IXI IUG OPTI SBTX VAL VLG
*A corporate client of Hybridan LLP
Dish of the day
EnSilica (ENSI.L), has join AIM. EnSilica provides an end-to-end service for the design and supply of mixed signal ASICs, outsourcing certain elements such as the wafer fabrication of the manufacturing and packaging to third parties - otherwise known as a Fabless Semiconductor Model. ASICs are Integrated Circuits or semiconductor chips developed for a particular use or product rather than for general purpose usage. ASICs help
Companies: YGEN AFRN ALBA ART BLV CCS EPWN FIPP NWT KETL
Dish of the day
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What’s cooking in the IPO kitchen?
Psych Capital PLC, intends to list on the AQSE Growth Market. Psych operates the Psych Platform (a business-to-business networking platform), that is developing the Blossom Database pursuant to a third party licensing arrangement. The Company also has an investment of 426,000 common shares in Awakn, a Canadian NEO Exchange listed psychedelics research and clinical group, with operations in th
Companies: YCA 7DIG BOOM DMTR EYE KIBO NFC RST SPSY
Companies: ARB D4T4 ORPH SPE
Kromek has announced that it has received an order from a US federal entity for the D3S-ID wearable nuclear radiation detector, which provides an early warning system for potential radiation threats. The order is worth $0.65m and is to be delivered in the coming months. This is the second order for the D3S-ID from this customer, following the award of a $1.6m two-year contract in September 2021, and provides further endorsement of Kromek’s capabilities within a market over which Kromek has visib
Companies: Kromek Group Plc
Having updated in April that FY22 revenues and operating profits were expected to be in line with consensus, Eckoh today updates that operating profits grew strongly in the period and will now be ahead of consensus. Revenues are expected to be in line. We suspect this means operating profits will be slightly above £5.0m compared to our forecasts of £4.9m. This de-risks our FY23 forecasts, where we are looking for AOP of £7.7m. We are forecasting FY23 AOP of £5.9m from the existing business, up f
Companies: Eckoh plc
TPXimpact has announced that it has spun out OpenDialog alongside a £4m raise by Dowgate Capital; TPXimpact will retain a 17% holding in OpenDialog at a post-new money valuation of £12.7m.
Companies: TPXimpact Holdings PLC
Despite lingering lockdown headwinds, FYJan22 saw continued strong growth for Smartspace’s two SaaS businesses, SwipedOn (visitor, employee and desk management) and Space Connect (meeting room and desk management), driving combined ARR up 64% organic to £4.9m. SwipedOn ARR grew 57% yoy (>85% of total ARR) with Space Connect ARR up almost threefold. Encouraging trading through to end April (ARR rose to £5.5m) underpins Smartspace’s continued expectations for “further strong growth in FY23”. Key d
Companies: Smartspace Software Plc
Dish of the day
Lekoil, the oil and gas exploration and production Company with a focus on Nigeria and West Africa has joined the Access Segment of the AQSE Growth Market. The Company was previously listed on AIM (LEK.L), however, Ordinary Shares have been suspended from trading on AIM since October 2021.
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What’s cooking in the IPO kitchen?
Psych Capital PLC, intends to list on the AQSE Growth Market. Psych operates the Psych Platform (a business-to-business ne
Companies: CZA AXL AEE CORA D4T4 EKF ORPH PWM PPH SYM
Companies: Cerillion Plc
1Spatial continues its US expansion with the announcement of a contract win to support replacing the Transportation System Network (TSN) for the California Department of Transportation (Caltrans). The contract is worth c $1.4m over four years, including US$0.7m in software licence revenue, and was won in partnership with Rizing, a global SAP partner. The US market is a key growth engine for 1Spatial and the Caltrans win shows its strategic plan continues to bear fruit. This contract follows othe
Companies: 1Spatial Plc
Companies: FDM Group (Holdings) plc
Immotion is a leading Virtual Reality (VR) experience provider. Following on from the 24 seat Pittsburgh Zoo contract in April, the group's announcement this morning that it has signed another and even larger major zoo contract provides further confirmation of the strength of demand for its new Gorilla Trek offering. Under the agreement with Milwaukee County Zoo, Immotion will install a 40 seat VR Theatre experience, which attracts around 1.3m visitors per annum. The attraction will be located a
Companies: Immotion Group Plc
H1 revenues declined modestly to £0.8m due to the already flagged expiration of a legacy contract. Investment in direct sales and marketing led to an increased operating loss of £2.8m (PY £2.2m) as Actual Experience transitions from start-up to scale-up. Admin expenses are expected to fall in H2 as product investment is now largely complete and marketing expenditure is reduced. Management sees market conditions (hybrid working) as favourable and its new Digital Workplace Management System (DWMS)
Companies: Actual Experience plc