Rate, review and subscribe to Equity Mates Investing on Apple Podcasts 

Thematic: Cloud Computing

  • Adobe Update
    Cloud Computing

    Adobe Update

    Adobe just had its Annual Creativity Conference: MAX as well as its Analyst Day. I wanted to write an update based on more data points that were disclosed on the Analyst day. Here's what we learned.

    25 Oct, 2022

    SOURCE: MBI Deep Dives

  • Untangling the global supply chain - Richard White of WiseTech | ASX CEO Connect Series

    Untangling the global supply chain - Richard White of WiseTech | ASX CEO Connect Series

    Equity Mates is proudly working with the ASX CEO Connect, which brings listed companies and investors together. Throughout this year, Equity Mates will bring you 6 interviews with some of the key CEOs from these events for you to hear more about their business vision, strategy & latest achievements. The ASX CEO Connect Day offers many more of this style of talks, so if you enjoy today's inview and want to hear more from these CSuites, head to the CEO Connect page at the ASX, their next webinar is Tuesday 11th October.

    7 October

    Sponsored by Australian Securities Exchange (ASX)

  • Hyperscaler Q2 Earnings Take-aways
    General

    Hyperscaler Q2 Earnings Take-aways

    This article has taken a look at the recently released second quarter results for the hyperscalers - Amazon, Google, Microsoft and IBM. The first takeaway is that these companies all continue growing their cloud infrastructure businesses. Amazon Web Services reported 33% year-on-year growth, Google Cloud reported 36% and Microsoft Azure leading the charge with 40%.

    11th Aug, 2022

  • Half-year in review: is the worst over?
    General

    Half-year in review: is the worst over?

    Loftus Peak provide a half yearly update on how their fund has performed and provide thoughts on some key holdings including Roku, Netflix, Qualcomm and Apple.

    2nd Aug, 2022

    Source: Loftus Peak

  • 7 Tech Companies - Latest earnings releases review
    General

    7 Tech Companies - Latest earnings releases review

    In this article Loftus Peak provide a snapshot of 7 companies latest earnings releases, highlighting how they are benefiting from key disruptive trends.

    31st May, 2022

    Source: Loftus Peak

close

Get the latest

Receive regular updates from our podcast teams, straight to your inbox.

The Equity Mates email keeps you informed and entertained with what's going on in business and markets
The perfect compliment to our Get Started Investing podcast series. Every week we’ll break down one key component of the world of finance to help you get started on your investing journey. This email is perfect for beginner investors or for those that want a refresher on some key investing terms and concepts.
The world of cryptocurrencies is a fascinating part of the investing universe these days. Questions abound about the future of the currencies themselves – Bitcoin, Ethereum etc. – and the use cases of the underlying blockchain technology. For those investing in crypto or interested in learning more about this corner of the market, we’re featuring some of the most interesting content we’ve come across in this weekly email.