My recommendation for Dropbox is a hold rating due to its structurally disadvantaged position against larger competitors like OneDrive and Google Drive. Despite its competitive challenges, DBX remains ...

I am neutral on Broadcom (AVGO) as its strong competitive positioning and strong growth and profitability momentum are largely offset by its valuation multiples, which currently trade at a premium to ...

Kevin Leo is the Principal Partner of Acceleventi and is a renowned Innovation, Strategy and Positioning Speaker and Venture Investor. In the highly competitive environment of modern business, many ...

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Regulatory agencies are driving companies in the US and the EU to make commitments to comply with Environmental, Social, and Governance (ESG) criteria for corporate behavior and financial performance.

LONDON--(BUSINESS WIRE)--A well-known market intelligence company, Infiniti Research, has announced the completion of its latest article on competitive positioning in the telecom industry. Currently, ...

Magnite's Q2 results were disappointing, with soft CTV growth and non-cash expenses weighing on margins. Despite a stabilization in digital advertising, SSPs are struggling due to revenue mix shift ...

While the firm has struggled at the hand of intense competitive pressures, challenging category dynamics, and some self-inflicted missteps over the past few years, we think its wide moat positions it ...

Interpublic Group IPG narrow economic moat ratings. The consolidated nature of the industry and high switching costs of severing the agency relationship for clients contribute to a solid competitive ...

Carnival Corporation CCL is gearing up for a competitive environment, with major players like Royal Caribbean Cruises Ltd. RCL and Norwegian Cruise Line Holdings NCLH continuing to add capacity and ...