A digest of some of the top insights that I’ve gathered from this week’s earnings calls. Full notes can be found here. PC market contraction is slowing “Overall the PC market contraction is slowing and we see signs of stabilization … Continued
This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. The quotes are generally pieces of information that I find interesting or … Continued
This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. The quotes are generally pieces of information that I find interesting or … Continued