Exponent Inc is a United States-based company that provides engineering and scientific consulting services on a project-by-project basis. The company's consultant team is composed of scientists, physicians, engineers, as well as business and regulatory consultants. The company currently operates through two segments. The engineering and other scientific segments, which accounts for the majority of revenue, provides servicing encompassing biomechanics, biomedical engineering, buildings and structures, civil engineering, construction consulting, etc. The environmental and health segment covers chemical regulation and food safety, ecological and biological sciences, environmental and earth sciences and others. The company generates almost all its revenue from America.
Qorvo represents the combined entity of RF Micro Devices and TriQuint Semiconductor, which merged with one another in January 2015. The company specializes in radio frequency filters, power amplifiers, and front-end modules used in many of the world’s most advanced smartphones. Qorvo also has a suite of products sold into a variety of nonsmartphone end markets, such as wireless base stations, cable TV and networking equipment, and infrastructure and military applications.
Skyworks Solutions produces semiconductors for wireless handsets and other devices that are used to enable wireless connectivity. Its main products include power amplifiers, filters, switches, and integrated front-end modules that support wireless transmissions. Skyworks' customers are mostly large smartphone manufacturers, but the firm also has a growing presence in nonhandset applications such as wireless routers, medical devices, and automobiles.
IHS Markit is a leading provider of data and analytics to corporate and sovereign clients across a wide variety of industries. Financial markets accounted for 42% of fiscal 2020 revenue, transportation 27%, resources (energy and chemicals) 20%, and CMS (consolidated markets) 11%. Approximately 60% of fiscal 2020 revenue came from the United States. IHS Markit has approximately 16,000 employees worldwide. About 74% of fiscal 2020 revenue was recurring and fixed, 14% recurring and variable, and 12% non-recurring. S&P Global has offered to acquire IHS Markit, with holders of the target firm set to receive 0.2838 shares of the combined entity (a little less than one third of the total), in a deal valued at $44 billion upon announcement.
GoDaddy Inc provides cloud-based products and personalised customer support to small businesses, web design professionals, and individuals. The company maintains an inventory of domain name extensions and operates a marketplace for trading previously owned domains. GoDaddy offers customers website building, hosting, and security tools to construct and protect their online presence. The company's platform provides tools and applications such as domain-specific email, online storage, invoicing, bookkeeping, and payment solutions, which help clients manage their businesses.
Analog Devices is a leading analog, mixed signal, and digital signal processing chipmaker. The firm has a significant market share lead in converter chips, which are used to translate analog signals to digital and vice versa. The company serves tens of thousands of customers, and more than half of its chip sales are made to industrial and automotive end markets. Analog Devices' chips are also incorporated into wireless infrastructure equipment.
Network International Holdings PLC is involved in digital commerce business across the Middle East and Africa region. The company provides a full suite of technology-enabled payments solutions to merchants and financial institutions of all types and sizes, including acquiring and processing services and a comprehensive ever-evolving range of value-added services. Its activities include enabling payments acceptance at merchants, acquirer processing, switching financial transactions, hosting cards and processing payment transactions and providing end to end management services, and digital payment services.
Veeva's Economic Moats Switching Costs Imagine a pharma company trying to change platforms…Data migration from old to new. Carries risks. May be time consuming. Interrupt workflow.Customization of the new solution to the business.Training of staff.This is both expensive and risky. Meaning once a pharma business has installed Veeva into their business, they need extremely compelling … Continue reading Veeva Systems Inc. (VEEV)
Surgery as a means to investigate and treat pathology dates back many millennia and continues to be an essential branch of medicine. There is widespread agreement on the benefits of robot-assisted surgery (RAS), driving a growing demand from hospitals worldwide. RAS’s complex and life-critical nature yields a winner-take-most landscape. The clear leader in this space is Intuitive Surgical - and has been over the past two decades.
MasterCard is the second-largest e-payment network company helping to authorize, clear and settle a transaction. It is the middle-man, moving money to and fro from one bank to the other. MasterCard itself does not loan the money to the consumer to buy goods on credit, nor does it physically sell the credit cards.