Technology, business and investing
Investor Tech Talk covers technology companies, digital businesses and investment themes with enough context to understand what changed and why it matters.
Separate gross-margin gains from expense leverage, identify what caused each improvement, and test whether the higher margin survives the spending needed for growth.
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Big repurchase spending doesn’t necessarily mean your ownership increased. Reconcile shares issued, withheld, and repurchased, then examine what the result cost.
Remaining performance obligations provide evidence of contracted future revenue, not guaranteed next-year sales. Recognition timing, contract terms, and disclosure...
Cash offers real protection when the company can access it in time to cover necessary spending and dated obligations,...
An ATM announcement isn’t cash in the bank. Here’s how to separate completed financing from unused capacity, calculate ownership...
Growing AI usage is evidence of demand, not proof of profit. Compare realized prices, serving costs, usable capacity, and...