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Grover's Woes
Today's article is brought to you by the letters D, E, B and T.
May 9
•
Stuart Blackhurst
2
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Grover's Woes
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April Round Up
Deals up, revenues up, tariffs up and down and Orangina is back in the fridge...
May 1
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Stuart Blackhurst
2
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April Round Up
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3
April 2025
The Amazon Factor
Athenians never stood a chance...
Apr 25
•
Stuart Blackhurst
2
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The Amazon Factor
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S.B.E. Limited (UK) Research Update
Diversification is perhaps meeting reality...
Apr 16
•
Stuart Blackhurst
3
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S.B.E. Limited (UK) Research Update
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Apple's Tariff Buffer?
Will European (and other non-US) customers get some protection thanks to Ireland?
Apr 7
•
Stuart Blackhurst
2
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Apple's Tariff Buffer?
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March Round Up
Data hits and DEFRA's miss...
Apr 1
•
Stuart Blackhurst
2
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March Round Up
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March 2025
Alchemy Telco Solutions Research Update
Turning yesterday's tech into tomorrow's gold is way too obvious for a byline...
Mar 28
•
Stuart Blackhurst
1
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Alchemy Telco Solutions Research Update
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6
GSMA Pace Setting Targets
More tortoises than hares...
Mar 19
•
Stuart Blackhurst
1
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GSMA Pace Setting Targets
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Foxway Research Update
Segment volatility persisted through Q4 2024.
Mar 7
•
Stuart Blackhurst
2
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Foxway Research Update
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February Round Up
Where tech goes to be reborn and I'll go for cocktails at 15:30...
Mar 1
•
Stuart Blackhurst
1
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February Round Up
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February 2025
Telefonica Insurance Research Update
Consistent top line performance and declining profitability...
Feb 28
•
Stuart Blackhurst
2
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Telefonica Insurance Research Update
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European Marketplace Research Update
Keep paddling or buy a longer board...
Feb 14
•
Stuart Blackhurst
2
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European Marketplace Research Update
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