Monday, May 28, 2018

Tech Commentary: Week of 5-25-2018

As always, I'm open to feedback and suggestions! Will do my best to implement them. Happy Memorial Day!

Earnings season continues to wind down, but there were still a few notable tech earnings, including HPE, INTU, ADSK, LXFT (down 24% on earnings!), SPLK, NTNX, NTAP, and PLAB. Outside of earnings, tech companies are hosting analyst days (for example, MU authorized a $10B buyback program and raised guidance for Q3) and tapping the capital markets (examples: USAT, FEYE). However, the biggest news this week is the implementation of GDPR on Friday, a massive and confusing set of data protection regulations in Europe that few companies are compliant with and has been causing disruption, especially in the adtech space (GOOGL, FB, CRTO, e-mail marketing companies).

For detailed notes, please visit: http://zenanalyst.com/2018/05/27/tech-commentary-week-of-5-25-2018/



Submitted May 28, 2018 at 01:24PM by Keeppgoingg https://ift.tt/2sg5Ylj

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