Sony Investing for Growth

When Sony reported 3Q20 results three months ago, the company sharply raised guidance for the fiscal year that ended in March.  4Q20 results met or slightly exceeded the new higher guidance.  In conjunction with the latest report, Sony established a new three-year financial and strategic plan including guidance for the current quarter and fiscal year.  […]

Easy as ABC at Alphabet

Alphabet (GOOG/GOOGL) reported another outstanding quarter with growth in revenues, operating income, and EPS easily beating elevated Wall Street estimates.  This is the third straight quarter where GOOG has beaten Wall Street estimates.  Importantly, overall revenue growth accelerated to 32% on a constant-currency basis from the impressive 23% growth rate in 4Q20.  The string of […]