All posts by Nick Harris
Senior Analyst
Sectors Covered: Telecommunications, Technology
By Nick Harris
12 December 2023, 8:00 AM
We review recent NBN and mobile pricing trends, update our forecasts for recent events including 5G spectrum auction, and highlight our move to a mildly underweight sector view on telecommunications.
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By Nick Harris
22 November 2023, 8:00 AM
Technology One's (ASX:TNE) result was slightly better than expected with revenue momentum being the highlight.
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By Nick Harris
10 November 2023, 8:00 AM
Xero's (ASX:XRO) 1H24 result was largely inline with our expectations and marginally below consensus.
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By Nick Harris
27 October 2023, 8:00 AM
Megaport Limited's (ASX:MP1) 1Q24 financial accounts were above our expectations while Key Performance Indicators (KPIs) were slightly weaker than we anticipated.
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By Nick Harris
22 September 2023, 8:30 AM
Morgans Senior Analyst Nick Harris summarises the key takeaways, investment view changes and key picks following the completion of August 2023 reporting season for the Technology sector.
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By Nick Harris
30 August 2023, 8:30 AM
Superloop's (ASX:SLC) result was a beat on guidance from earlier in the year and saw the company generate positive free cash flow and NPATA in the 2H23.
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By Nick Harris
29 August 2023, 8:00 AM
NEXTDC's (ASX:NXT) FY23 result was in line with expectations while FY24 guidance was slightly below due to the substantial costs associated with bringing significant new capacity on line.
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By Nick Harris
25 August 2023, 8:00 AM
TPG Telecom’s (ASX:TPG) underlying result was slightly better than expected and guidance was marginally raised.
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By Nick Harris
23 August 2023, 8:30 AM
Megaport Limited's (ASX:MP1) FY23 result was largely known due to substantial pre-release.
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By Nick Harris
23 August 2023, 8:00 AM
Despite reporting another record profit (up 22% YoY), Data#3's (ASX:DTL) FY23 PBT result was ~8% below consensus expectations, and this caused some share price weakness.
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