If one needed fresh evidence that current full or partial country lockdowns are sparking a surge in cloud computing and gaming and, as a result, putting a strain on telecom networks and data centers, Verizon and Nintendo just provided it. The US telecom giant reported streaming demand was up 12% week-over-week, web traffic up 20%…
Bucking the market trend, our largest Digital Health position Teladoc reached a new high yesterday. How to fight the spread of novel infectious diseases such as the coronavirus? That’s the question health authorities across the world have had to answer in recent weeks and it appears that new technologies, namely telemedicine and medical robotics, can…
Following in the footsteps of other Tech companies highly exposed to China, Apple warned it will not meet its March quarter revenue guidance as the coronavirus hit both demand and manufacturing in the country. In addition, the company was expected to launch, sometime in Q1, a low-cost iPhone model (currently nicknamed SE2 or iPhone 9),…
The success of Fintech firms in recent years has mainly been a consumer story: consumers increasingly pay with their digital wallets (Apple Pay, PayPal…), use their banking apps (Revolut, N26…) and send money to family through peer-to-peer apps (Square Cash…). Consumer payments & banking will undoubtedly keep growing over coming years thanks to the rising…
While the data center chip market had hit a speed bump in 2018 after years of massive spending, it started to show signs of life again at the end of 2019, as illustrated by the material recovery in Intel’s data center revenue growth (+4% vs. -10% in the previous quarter) and recent encouraging comments from…