Cloud

CrowdStrike: Hunting the Hackers

Magic Markets2023-03-16T00:22:48+02:00

Use the podcast player below to listen to our discussion on CrowdStrike and its Q4'23 result, which accompanies the detailed write-up below: (Date of report: 16 March 2023) Stop breaches. Drive business. That’s the tagline when you Google CrowdStrike, making it quite clear that the falcon in the logo is looking for cyberattacks and doing so with enthusiasm. Every year, CrowdStrike releases a Global Threat Report with all kinds of illustrated “adversaries” and villains, effectively gamifying the world of cybersecurity. Like any security company, CrowdStrike sells fear. They sell protection from those adversaries. With the company losing a third of its [...]

CrowdStrike: Hunting the HackersMagic Markets2023-03-16T00:22:48+02:00

Microsoft: A Platform Shift

Magic Markets2023-02-01T23:37:08+02:00

Use the podcast player below to listen to our discussion on Microsoft and its Q2'23 result, which accompanies the detailed write-up below: (Date of report: 2 February 2023) From cloud to AI – the narrative at Microsoft has shifted, proving once again that the company sits at the forefront of global technology trends. When CEO Satya Nadella speaks, the market listens. As we revisit Microsoft after more than a year, the growth story has slowed and there are challenges in the business. The share price has cooled off significantly in line with the broader market. For patient capital, is this an [...]

Microsoft: A Platform ShiftMagic Markets2023-02-01T23:37:08+02:00

Amazon: Castles in the Cloud

Magic Markets2022-11-10T07:40:38+02:00

Use the podcast player below to listen to our discussion on Amazon and its Q3’22 result, which accompanies the detailed write-up below: (Date of report: 10 November 2022) What started out as “Earth’s Biggest Bookstore” is now estimated to have gross merchandise value ahead of Walmart, with a big chunk of sales from third-party sellers who use Amazon as a marketplace. The retail side of the business is loss-making again. Amazon Web Services (AWS) is making the money, with all eyes on cloud growth and the advertising business within Amazon’s retail operations. The group is a perfect case study of the [...]

Amazon: Castles in the CloudMagic Markets2022-11-10T07:40:38+02:00

Alphabet: Time to Focus on Google

Magic Markets2022-08-03T23:40:05+02:00

Use the podcast player below to listen to our discussion on Alphabet and its Q2’22 result, which accompanies the detailed write-up below: (Date of report: 3 August 2022) Alphabet, the parent company of Google, has been the fabric of the internet for as long as any of us can remember. All the buzzwords are now in the business, like AI, machine learning and cloud. The technologies of tomorrow are burning cash while the technologies of today are struggling to maintain their margins. Alphabet’s core business is the Search segment and the company has never faced more competition than today, with younger [...]

Alphabet: Time to Focus on GoogleMagic Markets2022-08-03T23:40:05+02:00

PREMIUM: Microsoft – The world’s computer (Q1’22)

Magic Markets2022-06-21T19:25:21+02:00

Use the podcast player below to listen to our discussion on Microsoft and its Q1'22 result, which accompanies the detailed write-up below: (Date of report: 3 November 2021) Beneath the Surface - things you need to remember The world's computer Go on, we dare you. Make it through a day without using a Microsoft product. Chances are very high that you can’t do it, unless you’re a creative who spends your day on Apple hardware using Adobe Creative Cloud. Don’t go home and play Xbox after work, or you’ve fallen foul of the challenge. Also, don’t even think about looking for [...]

PREMIUM: Microsoft – The world’s computer (Q1’22)Magic Markets2022-06-21T19:25:21+02:00

Sign up for our newsletter

QUICK LINKS

YOUR ACCOUNT

MEMBERSHIP