Mandeep Singh
Person
Mandeep Singh is the Global Tech Research Head at Bloomberg Intelligence, where he specializes in analyzing the performance and earnings of major technology companies. He is a frequent commentator on industry trends for platforms like Bloomberg and various financial podcasts.
What Mandeep Singh has said on podcasts
12 statements
Microsoft has the lowest earnings expectations among the discussed companies.
“where expectations are really low, I would say it's Microsoft for me”
Open the episode · Week Ahead: Microsoft, Meta, AppleListen at 1:31
Microsoft shares will react negatively to a significant capital expenditure increase.
“I expect a negative reaction if they significantly raise their capex”
Open the episode · Week Ahead: Microsoft, Meta, AppleListen at 2:20
Microsoft must demonstrate Azure growth in its earnings report.
“Microsoft has to show Azure growth”
Open the episode · Week Ahead: Microsoft, Meta, AppleListen at 2:50
Azure growth has been approximately 40%.
“that Azure growth has been more like around 40%”
Open the episode · Week Ahead: Microsoft, Meta, AppleListen at 2:53
Google reported approximately 82% cloud growth in the second quarter.
“Google posted cloud growth of around 82% in their second quarter”
Open the episode · Week Ahead: Microsoft, Meta, AppleListen at 2:56
Meta currently has no cloud business.
“For Meta it's even higher because they don't even have a cloud business”
Open the episode · Week Ahead: Microsoft, Meta, AppleListen at 3:40
Meta shares will react negatively if it raises second-half capital expenditure.
“if Meta comes out and says they are raising their capex for second half, I totally expect a negative reaction”
Open the episode · Week Ahead: Microsoft, Meta, AppleListen at 4:13
Meta plans to monetize its Musepark model through APIs and cloud rentals.
“they're looking to monetize that through API use and also get into cloud rentals like the NEOC clouds”
Open the episode · Week Ahead: Microsoft, Meta, AppleListen at 4:42
Google may rent computing capacity from Meta in the near term.
“we expect maybe Google may end up renting Compute from Meta in the near term”
Open the episode · Week Ahead: Microsoft, Meta, AppleListen at 5:10
Meta intends to enter the cloud-rental business.
“Meta wants to get into cloud rental business”
Open the episode · Week Ahead: Microsoft, Meta, AppleListen at 5:21
Apple is unlikely to deliver upside despite expected double-digit growth.
“it'll be hard for them to come up with any upside”
Open the episode · Week Ahead: Microsoft, Meta, AppleListen at 6:10
Apple is unlikely to produce major positive earnings surprises.
“it'll be hard to see any big positive surprises coming out of Apple”
Open the episode · Week Ahead: Microsoft, Meta, AppleListen at 6:25
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
