All posts by Nick Harris
Senior Analyst
Sectors Covered: Telecommunications, Technology
By Nick Harris
01 July 2022, 9:30 AM
Xero (ASX:XRO) is a challenger small to medium-sized business (SMB) accounting platform. Its vision is to "be the most insightful and trusted small business platform”.
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By Nick Harris
24 June 2022, 9:00 AM
TPG Telecom Ltd (ASX:TPG) hosted an investor day which was primarily focused on medium term aspirations to simplify and grow the business.
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By Nick Harris
20 June 2022, 3:30 PM
Following meaningful increases in spot energy prices, we review NEXTDC’s (ASX:NXT) energy price exposure and show its earnings are not materially exposed to higher prices.
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By Nick Harris
22 April 2022, 8:30 AM
Megaport Limited's (ASX:MP1) Q3 result was weaker than we had expected. This was due to a combination of currency and the fact that many of MP1’s direct sales people are currently “hand-holding” channel partners.
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By Nick Harris
28 February 2022, 10:25 AM
NXT's 1H22 result was ahead of our forecasts and came with a small upgrade to FY22 guidance. Noteworthy was the ~8% upgrade to capex guidance which bodes well for future growth.
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By Nick Harris
25 February 2022, 8:00 AM
There were a number of positive signs in TPG Telecom Ltd's (ASX:TPG) result and outlook as well as the telecommunications industry in general.
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By Nick Harris
18 February 2022, 10:30 AM
In Jan 2022 Data#3 (ASX:DTL) upgraded 1H22 PBT guidance from $15-18m to $18.1m (+30% YoY). Today’s result was a slight beat on this with PBT of $18.5m growing 33% YoY (and 100% organically).
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By Nick Harris
18 February 2022, 9:00 AM
Telstra Corporation's (ASX:TLS) 1H22 result showed the second consecutive half of underlying growth, with underlying EBITDA up 5%, underlying EPS up substantially and the DPS flat YoY.
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By Nick Harris
10 February 2022, 11:00 AM
Given Megaport Limited (ASX:MP1) released its Q2 last month, much of the 1H22 result was known. Additional data points are a net positive with the significant investment in VME and channel (costs layered into 1H22) should drive an acceleration in sales in Q3 and a faster acceleration in sales in Q4 FY22 and beyond.
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By Nick Harris
03 February 2022, 8:00 AM
Telstra (ASX:TLS) has announced it will increase its capex budget over the next ~5 years as it invests ~$1.5bn of capex into two material infrastructure projects.
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