News

In a first, Comcast launches five-year price guarantee with unlimited data — emphasizing price transparency, customer value
That’s why Comcast is focusing on more simple and transparent packaging, while continuously looking for ways to maximize ...
Snowflake and Databricks cross the Rubicon into a new competitive domain
In sum, the data corroborate Snowflake’s assertion that its revamped go-to-market engine is landing meaningful net-new ...
Kroger Lacks a Competitive Moat Despite Its Relative Scale
However, we find the grocery industry to be intensely competitive and believe Kroger faces abundant pressure from an array of retail outlets such as supercenters, warehouse clubs, hard discounters, ...
AT&T aims to leverage Lumen ‘Mass Markets’ buy to bury US rivals
AT&T is level set on keeping its perch as the largest fibre player in the US consumer services landscape. With its announced ...
Comcast's Cash Cow Makes It One Of The Best Prospects On The Market
Comcast is undervalued with strong long-term growth driven by wireless and broadband, despite legacy declines. Learn why ...
Ooma reaffirms $267M–$270M FY2026 revenue target as AirDial partnership momentum accelerates
Q1 2026 Management View CEO Eric Stang reported that Ooma achieved $65 million of revenue, $5.6 million of non-GAAP net income, and $6.7 million of adjusted EBITDA for Q1 2026. He emphasized that net ...