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Winning Cybersecurity Stocks From Q1 Earnings
Q1 earnings proved that cybersecurity stocks are insulated from supply chain issues and remain a number one priority across corporate budgets. Specifically, cybersecurity-related companies reported top line and bottom line beats plus a handful raised guidance while consumer-related tech and less cash efficient cloud verticals lowered or missed guidance this past quarter.
Semiconductor Stocks: Q2 2022 Overview
Despite supply constraints and the challenging macro environment, semiconductor stocks have withstood the tech sell-off better than other sectors. This is due to many semiconductor companies being profitable with strong free cash flows.
The Motley Fool Podcast: Beth Kindig on Tech Stocks
I/O Fund lead tech analyst Beth Kindig joined Motley Fool analyst Deidre Woollard to talk about the recent downturn for tech investors and how I/O Fund is weathering the storm.
Unity Stock: Priced Too Low For The Long-Term Opportunity
Unity has demonstrated strong price action following the IPO last year due to its unique blend of cash efficient ad-tech monetization and near-monopolistic game development platform. The company is well suited for the Metaverse and industrial 3D worlds due to its history of supporting 3D game development.
Cloudflare Stock Misses On Cash Flow In Q1
For Cloudflare, revenue growth is not an issue at this time. Yet, revenue growth is less meaningful in the current macro environment if the growth does not translate to a healthier bottom line.
Shopify Stock Hit By Plethora Of Headwinds In Q1
With Shopify’s stock in the gutter, is now a good time to buy the company? The answer is that it depends on your time horizon. The long-term story is intact but there are also opportunity costs to holding a stock that must be considered.
Alphabet Stock Shows Underlying Strength Compared To Facebook (Meta Platforms)
If an investor were to believe market price action this week, it would appear Facebook had strong earnings while Alphabet stumbled. Yet, the opposite is true. Primarily, it was strength in retail ads that led to Alphabet reporting healthy growth of 23%. Meanwhile, Meta Platforms (Facebook) reported revenue growth of 9.7% and is guiding for roughly 0% growth from $28.5 billion in Q2 2021 to $29 billion.
Beth Kindig of I/O Fund Appears on Fox Business News: TSLA, SNAP, ASAN, TWTR
Beth Kindig of I/O Fund joined Charles Payne of Fox Business News on April 22nd to discuss Tesla’s earnings and what it’ll take to get robotaxis on the road by 2024. She discusses a second company to keep an eye on that will likely safely facilitate more automation within vehicles.
