It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
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Episode 70: The State of the SemiConductor Industry
Manage episode 338182786 series 3276605
Conteúdo fornecido por Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
In this special episode, we host tech/semiconductors analyst Eric Jhonsa to discuss key takeaways from earnings for the semiconductor industry. Eric writes columns for Real Money and live-blog earnings at The Street and was previously at Seeking Alpha focusing on tech news coverage, and a writer for The Motley Fool.
Show Notes
00:00:00: Introduction
00:01:32: Mapping the industry
00:03:33: Semiconductors industry cycles
00:07:30: Key takeaways from this earnings season
00:11:21: What to look out for in semis earnings report
00:15:33: Semis and Geopolitical risks
00:17:21: The Intel turnaround strategy and Outlook
00:20:35: Recommended resources and Conclusion
112 episódios
Compartilhar
Manage episode 338182786 series 3276605
Conteúdo fornecido por Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
In this special episode, we host tech/semiconductors analyst Eric Jhonsa to discuss key takeaways from earnings for the semiconductor industry. Eric writes columns for Real Money and live-blog earnings at The Street and was previously at Seeking Alpha focusing on tech news coverage, and a writer for The Motley Fool.
Show Notes
00:00:00: Introduction
00:01:32: Mapping the industry
00:03:33: Semiconductors industry cycles
00:07:30: Key takeaways from this earnings season
00:11:21: What to look out for in semis earnings report
00:15:33: Semis and Geopolitical risks
00:17:21: The Intel turnaround strategy and Outlook
00:20:35: Recommended resources and Conclusion
112 episódios
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Parecido com The Transcript
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
A bootstrappers podcast for founders, entrepreneurs, visionaries and dreamers who are building businesses from the ground up without the taking on debt or selling equity. Here we cover marketing, sales, organization and mindset issues that matter to you
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
News and views on business and the world of personal finance. Plus the very latest from the financial markets around the globe
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
Outsource Acelerator Podcast, hosted by Derek Gallimore, explores business and outsourcing mastery. Inside-knowledge from the outsourcing capital of the world - Manila, Philippines.
…
continue reading
The daily drama of money and work from the BBC.
…
continue reading
Player FM - Aplicativo de podcast
Fique off-line com o app Player FM !
Fique off-line com o app Player FM !
