Research Excerpts
| Date |
Payments 2019: You Are My Sunshine [EXCERPT]
|
Jan 17, 2019
|
IT Services and Processors 2019: For Some, Surprisingly BAU. For Others, All About Plan B [EXCERPT]
|
Jan 17, 2019
|
“It was the best of times, it was the worst of times…” Initiating coverage of IT Services and Processors [EXCERPT]
|
Oct 4, 2018
|
“Shall I compare thee to a summer’s day?” Initiating coverage of the Payments sector [EXCERPT]
|
Jul 11, 2018
|
|
Title
|
Date
|
GPN 4Q18: Looking Beyond 2019 - Where Does Global Payments Fit on the Merchant Acquiring Chessboard?
|
Feb 14, 2019
|
Payments, Processors, and IT Services: Blockchain and Cryptocurrencies – State of the Industry
|
Feb 13, 2019
|
DXC 3Q19: Tug-O-War
|
Feb 8, 2019
|
Cognizant 4Q18: Seeing Some Green Shoots, Raising Target Price to $80
|
Feb 7, 2019
|
FDC 4Q18: Dear Fiserv, Five Things To Get Right With First Data
|
Feb 7, 2019
|
Mastercard 4Q18: Why We Believe in 16% Revenue Growth
|
Feb 1, 2019
|
Visa 1Q19: Visa Direct – The Next Big Thing
|
Feb 1, 2019
|
ADP 2Q19: How Do All the Lines Point Up? Deciphering Market Shares in HR Services
|
Jan 31, 2019
|
PYPL 4Q18: TPV Growth – Primus inter pares B
|
Jan 31, 2019
|
IBM 4Q18: Pushing On a String
|
Jan 23, 2019
|
IT Services and Processors 2019: For Some, Surprisingly BAU. For Others, All About Plan B
|
Jan 16, 2019
|
First Data + Fiserv: Why Fiserv Investors Just Got a Really Good Deal
|
Jan 16, 2019
|
IT Services: New CIO Survey Results Show A Positive 2019 Outlook For Overall IT and IT Services Spending
|
Jan 14, 2019
|
Payments 2019: You Are My Sunshine
|
Jan 10, 2019
|
DXC + Luxoft: Plan B, Part 1, Check.
|
Jan 8, 2019
|
Worldpay: From Very Good to Great. Upgrading to Buy
|
Jan 7, 2019
|
Accenture 1Q19: As We Enter 2019, Will Secular Dominance Outweigh Cyclical Softness?
|
Dec 21, 2018
|
Paychex 2Q19: Secular PEO and HR Services Growth Offsets a Sluggish Core
|
Dec 20, 2018
|
FB & PYPL - A Match Made in Heaven? What an Expanded FB/PYPL Partnership Might Look Like (and Why Now)
|
Dec 13, 2018
|
CTSH: Model update for the changes in non-GAAP adjustment methodology beginning in FY19
|
Dec 11, 2018
|
V, MA, PYPL: The Payments MVP’s, Part 3. 'P' = PayPal – The Bull Thesis in 20 Slides
|
Dec 6, 2018
|
V, MA, PYPL: The Payments MVP’s, Part 2. 'V' = Visa – The Bull Thesis in 20 Slides
|
Dec 4, 2018
|
Visa, Mastercard: The EC Cross-Border Interchange Settlement - We’ll Take It
|
Dec 4, 2018
|
MA, V, PYPL: Meet the Payments MVP’s. ‘M’ = Mastercard – The Bull Thesis in 20 Slides
|
Nov 30, 2018
|
Visa, Mastercard: Revisiting the “Stroke of the Pen” Risk as Cross-Border Interchange Regulation Looms
|
Nov 27, 2018
|
Can Cognizant Really Re-accelerate Revenue Growth?
|
Nov 20, 2018
|
Payments, Processors, and IT Services: 3Q18 Roundup – Top Sector Themes and Updated Stock Preferences
|
Nov 16, 2018
|
DXC: Sooner Rather than Later, We Should Talk About Plan B
|
Nov 15, 2018
|
WP 3Q18: In the Goldilocks Zone
|
Nov 9, 2018
|
Square 3Q18: Time to Dust Off the Bull vs. Bear
|
Nov 8, 2018
|
DXC 2Q19: The Anchor Drops
|
Nov 7, 2018
|
Payments: A Peek into the Future of Payments – Insights from Money20/20 2018
|
Nov 6, 2018
|
ADP 1Q19: Many Arrows in the Quiver
|
Nov 1, 2018
|
Cognizant 3Q18: On the Bubble
|
Oct 31, 2018
|
Mastercard 3Q18: Crushing it Abroad
|
Oct 31, 2018
|
GPN 3Q18: Do-Re-Mi – Let’s Start at the Very Beginning…What is Revenue Growth and Is It Good?
|
Oct 31, 2018
|
FDC 3Q18: Don’t Throw the Baby Out with the Bathwater
|
Oct 30, 2018
|
IBM+Red Hat: A Great Example of Why Turning Around IBM is So Damn Hard
|
Oct 29, 2018
|
Visa: Important, But Not Well Understood: What Drives Visa's Cross-Border Revenues?
|
Oct 25, 2018
|
DXC: Wait it out. Like IBM, DXC Has an “Anchor Problem”
|
Oct 24, 2018
|
Freshly Divorced from eBay, Now a Most Eligible Single…Who Might PayPal be Dating?
|
Oct 19, 2018
|
IBM 3Q18: An “Anchor” Problem
|
Oct 17, 2018
|
Payments: If You Only Watch 8 Things in 3Q18 Earnings...
|
Oct 12, 2018
|
“It was the best of times, it was the worst of times…” Initiating coverage of IT Services and Processors
|
Oct 4, 2018
|
PYPL: The Button Wars – PayPal Has 30%+ Share of U.S. Checkout and Counting...How High Can It Go?
|
Sep 20, 2018
|
MA, V, PYPL: Twelve takeaways from a half-day of management meetings at Mastercard
|
Sep 11, 2018
|
V, MA, PYPL: The Alipay Threat – Insights from Three Days Immersed with Ant Financial in Hangzhou, China
|
Sep 6, 2018
|
FDC, WP, GPN: Who is the Fairest of them All? Forecasting Organic Revenue Growth for the Merchant Acquirers
|
Aug 29, 2018
|
Payments Chart of the Quarter: Hang on to those stocks – Payments growth is accelerating
|
Aug 15, 2018
|
Worldpay 2Q18: How hard is $100M in revenue synergies with no Amazon or PayPal?
|
Aug 10, 2018
|
GPN 2Q18: Global Payments’ Software Strategy is Certainly Different, Jury’s Out on Whether It’s Better
|
Aug 3, 2018
|
Square 2Q18 Earnings: The Square Dream is... Instant Deposit and Caviar?
|
Aug 2, 2018
|
First Data 2Q18: One Small Step for NA GBS, One Giant Leap for the Turnaround Story
|
Jul 31, 2018
|
Visa 3Q18 and Mastercard 2Q18: Is Mastercard Really Suddenly Better?
|
Jul 27, 2018
|
PayPal 2Q18: Stand Tall, Checkout Button!
|
Jul 26, 2018
|
WP, SQ, GPN, FDC: Regulatory tremors in the UK
|
Jul 25, 2018
|
Agree or disagree? Payments coverage initiation FAQs, pushback, and sentiment
|
Jul 23, 2018
|
“Shall I compare thee to a summer’s day?” Initiating coverage of the Payments sector
|
Jul 11, 2018
|