eCommerce/Retail

AMD’s MI300 series, blending CPU, GPU, and memory, is poised to challenge Nvidia’s dominance in the AI accelerator market. AMD’s MI300 series of accelerators, introduces two distinct models to cater to diverse market needs and specifically targeting the AI and large language model (LLM) market. [more]

We have written a 22-page Industry Report on “Roll-Up Strategies in the Canadian ICT Industry; Your Guide to Understanding and Investing in M&A-Focused Public Companies”. In this report, we provide a brief overview of the ICT industry and 11 companies in Canada that are executing an M&A roll-up strategy as part of their core business strategy. The report also highlights Ciscom Corp. (CSE: CISC), Canadian-based holding company that executes a M&A roll-up strategy focused on solutions and related services in the ICT industry. [more]

Instacart, a prominent figure in the online grocery delivery landscape, has unveiled its intentions to enter the public market. Instacart’s financial health has shown a significant improvement in recent years. Total revenue hit $2.55 billion in 2022 up from $1.83 million in 2021, an increase of 39%. The company reported a profit of $428 million in 2022, up from a net loss of $73 million in 2021. [more]

We have written a 14-page Update Report on DATA Communications Management, a Canadian-based communications and marketing solutions provider that offers comprehensive online and offline communications and marketing solutions to businesses. The update report provides highlights of the Company’s Q2/2023 financials and the recent acquisition of Moore Canada Corp. and a full summary of our valuation methodology. We maintain the Target Price of $6.90. [more]

We have written an 18-page Update Report on DATA Communications Management, a Canadian-based communications and marketing solutions provider that offers comprehensive online and offline communications and marketing solutions to businesses. The update report provides highlights of the Company’s Q4/2022 and Q1/2023 financials, the acquisition of Moore Canada Corp. (MCC), and a full summary of our valuation methodology. We increased the Target Price to $6.90 from $4.50. [more]

In a recent webinar, Edgewater Wireless and Liberty Global discussed the challenges of congested Wi-Fi networks and how broadband operators can improve real-world performance and increase user capacity with Edgewater’s patented “spectrum slicing” technology. [more]

In this short video, Chris Thompson of eResearch talks about DCM’s merger with Moore Canada Corporation and eResearch’s 10-page Equity Research Report that covers an in-depth analysis of the company and a detailed overview of the acquisition, and the Q4/2022 financial results. [more]

We have written a 10-page Update Report on DATA Communications Management(DCM), a Canadian-based communications and marketing solutions provider that offers comprehensive online and offline communications and marketing solutions to businesses. The update report provides highlights of the Company’s recent announcements to acquire RRD Canada and preliminary full-year financial results for 2022 with revenue in the range of $270 million to $274 million, a 15% to 16.5% increase compared with 2021. [more]