Fastly: Customer Churn Remains A Major Risk
Fastly's Q4 shows declining growth and profitability, customer churn, and missteps despite industry tailwinds. See why I'm reiterating sell rating on FSLY stock.
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Tech Rally, FX Churn Asian Stock Markets
Asian stock markets roiled on Friday, with China-exposed exchanges gaining on the tech-outlook associated with DeepSeek's AI prowess, while Japan shares ebbed on exchange rates. Hong Kong rallied, ...
Research Solutions targets $1.5M ARR growth and AI advancements for future scalability
Research Solutions (RSSS) reports record ARR growth, AI-driven platform enhancements, and strategic sales restructuring in Q2 2025.
TeamViewer's Acquisition of 1E Boosts Revenue Growth Potential
Net debt/EBITDA was 1.7 times in fiscal 2023, but we expect this ratio to increase temporarily above 3 times with the acquisition of 1E. Leverage should decline again in the next few years given the ...
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Disney’s Stock (DIS) Has a Churn Problem, but It’s Not Even the Biggest Problem
Disney+ saw subscriber churn despite price hikes, reinforcing concerns that Walt Disney Co. (NYSE: DIS) remains a second-tier player in the streaming market. The company’s core revenue drivers—theme ...