The health crisis and country lockdowns drastically slowed most businesses in recent weeks and the 5G industry has been no exception. 5G infrastructure work has been paused in most geographies, spectrum auctions have been pushed back in several countries (France, Spain Austria, Portugal…) with an immediate impact on capex plans, and concerns emerged about a…
There’s been a lot of literature in recent days about the “remote” or at-home revolution. Remote working, videoconferencing, telemedicine and online shopping just to name a few are indeed currently supporting millions of people across the world in their daily professional activity, in helping them to stay in contact with colleagues and loved ones and,…
Video gaming has undoubtedly been one of the rare safe havens in the equity market in recent weeks, as illustrated by the performance of our Gaming certificate (down just 3.7% month-to-date). The industry should indeed emerge largely unscathed from the current health crisis as an expected surge in digital revenue, with hundreds of millions of people…
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…