Insights from Mizuho Americas
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Category: Research
4Q15 EPS Post-Mortem For Internet/Interactive Media Sectors
We’ve put together a quick post-mortem of how our coverage of companies performed in 4Q15, relative to expectations
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Category: Research
Similar Web - Key Takeaways On Global Mobile Trends
Yesterday, we hosted a meeting with Similar Web in San Francisco to discuss key trends in the mobile app sector
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Category: Research
Bubble Jeopardy 2.0: Leading Indicators That The Private Tech Market May Be Topping
We’re in a bubble for private companies, and the bubble is in trouble. MSUSA’s Technology & REITs teams collaborated to come up with insights about today’s technology market
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Category: Research
2016 Biotech Preview: TSRO Our Top Pick; Pricing, Immuno-Onc Trends to Continue
Our top biotech pick for 2016 is TSRO. We like VARUBI's chances of success and think two data readouts in 1H16 for the PARP inhibitor niraparib could be even larger catalysts for the stock
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Category: Research
Mizuho Mobile Market Survey 2.0
In June 2015, we conducted our first mobile survey of U.S. smartphone users, and came away with some interesting takeaways
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Category: Research
comScore State of the US Online Retail Economy Takeaways
We joined the comScore State of the U.S. Online Retail Economy in Q3 2015 webinar today to hear about key e-commerce trends that will drive the upcoming holiday season
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Category: Research
Internet @ 20: More Dynamic, More Disruptive and More Desirable Than Ever Before
The pace of technology evolution over the past 20 years seems far more substantial than the prior 30 years and we believe that the next 10 years will be just as, or even more, critical for many Internet companies