What Caught Our Eye, Issue 2
Cloudflare: It's Nice to Be a "Must-Have"
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Datadog: Two Sides of the Story in COVID
That's what $DDOG's second quarter is all about.
On the positive side, the digital transformation continues to accelerate, as seen in the strong metrics of new customers.
On the other hand, the existing customers, especially large ones, are looking for ways to spend less in the near term, given the macro uncertainty.
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Fastly: TikTok Is Too Much of a Concern to Ignore
$FSLY delivered a solid second quarter by growing enterprise customers 16% YoY, increasing the average spending of enterprise customers by 29% YoY, and also raising the guidance. However, it still seems not enough to overcome the TikTok concerns.
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Twilio: Power of Platform
The strong performance of $TWLO in the second quarter is a testament to the power of being a platform and the agility it brings.
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AWS: RPO Tells a Better Story
The underlying trend of cloud business at $AMZN is SOLID. By remaining performance obligation (RPO), Amazon Web Services (AWS) delivered the best growth in the last five quarters.
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Facebook Challenges Google in Ad Dollar Growth?
For the first time, $FB was able to deliver a better year-over-year incremental advertising dollar than $GOOGL. What's the driver? More diversified user base? More exposure to small & medium-sized businesses? What's your thought?
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Tencent: What's Not to Like?
The Chinese tech giant grabbed some unwanted attention in the past weeks as being targeted by the White House's executive order. The management tried hard to communicate with the market that their business exposure to the U.S. is limited (2%-ish). If you look beyond the near-term headline risks, the underlying drivers of its business remain well-positioned.
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T-Mobile: 1+1>2
That's the message that we've received in the latest earnings call of $TMUS. Here are some interesting data points with respect to 5G:
"We are currently seeing average speeds north of 300 MB/s, better than most home internet speeds and eight times faster than 4G LTE with peak speeds of a gigabit. And it will be even faster as we exit the year across a massive footprint."
"Take a look at Opensignal's latest report where T-mobiles customers have the best 5G availability, meaning that Un-carrier customers get a 5G signal more often than customers on any other network. That's two times more than AT&T's 5G and 56 times more than Verizon."
T-Mobile: 1+1>2Close
T-Mobile: 1+1>2
Agora: An Edge Network Dedicated to Real-Time Engagement
$API is helping developers build real-time engagement features in their applications and services. The company managed to deliver a better-than-expected second quarter and sounded very confident for the rest of the year. What's the driver behind it?
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Who Might Win the Digital Economy in ASEAN?
The penetration of the digital economy (eCommerce, gaming, and fintech) has been relatively low in ASEAN vs. other regions (the U.S., China, Etc.). COVID-19 is structurally changing that.
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Keysight Technologies: Strong Next-Gen Technology, Not So Much for Legacy Ones
It's a bifurcated end market for $KEYS.
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