Accenture and FactSet are great examples of US-listed companies that service a global client base. In the case of Accenture in particular, that client base is immense. FactSet is far more focused, with a product that will be familiar to those working in financial markets. Join us in Episode 169 as we unpack the latest news and financial results and how this stacks up to our previous analysis.
Use the podcast player below to listen to our discussion on Accenture and its Q4’22 result, which accompanies the detailed write-up below: (Date of report: 6 October 2022) A sticky client is a great client. Accenture specialises in becoming so entrenched in the technology infrastructure of its clients that it is estimated to have 75% of the world’s largest 500 companies on its books. The company’s market cap is 50% larger than IBM, demonstrating how lucrative a services business can be. With one of the strongest business models we’ve seen on Magic Markets Premium, Accenture is a great way to play [...]
Use the podcast player below to listen to our discussion on Electronic Arts and its Q4’22 result, which accompanies the detailed write-up below: (Date of report: 29 June 2022) We like gaming as an investment theme. This attractive and growing industry appeals to the digital native generations who can only become more important consumers as time goes on. With trends like increased smartphone penetration and improved access to broadband internet, the growth drivers for this industry are clear. Not all gaming companies are created equal, of course. With Activision Blizzard under offer from Microsoft, we decided to cover Electronic Arts as a major [...]
Use the podcast player below to listen to our discussion on Adobe and its Q2’22 result, which accompanies the detailed write-up below: (Date of report: 22 June 2022) If you’ve ever hired a graphic designer or worked with a professional marketing team to design and run a campaign, we can almost guarantee that you’ve been an indirect customer of the Adobe ecosystem. Adobe is a business that evolved from making free cash flow of around $2bn in 2013 to generating nearly $14.5 billion in 2021. A shift to a subscription model was a huge driver of this, with Adobe exhibiting a [...]
Get notified about updates and be the first to get early access to new episodes.
© Copyright 2024 | Magic Markets | All Rights Reserved
