GOOGL Alphabet Inc. (Class A) Загрузка... : Бычьи и медвежьи мнения аналитиков
Из отчётных звонков UBERЗагрузка графика...
Лучшие сигналы
Лента
12:00
05 авг
05 авг
Uber notes that AV penetration is far below that of AI in search, showing a longer adoption curve in mobility. — Suggests a slower ramp for AV revenue for Uber but also a longer runway for its competitive advantage in the market.
Выс.
12:00
06 мая
06 мая
Autonomous vehicles are proving to be expansionary for the overall rideshare market in cities like SF and LA, and Uber's category position has improved over the past six months in these markets. — Suggests the market growth from AVs is not zero-sum; Uber is also gaining share, reducing the competitive threat from Waymo and other AV players in key markets.
Выс.
13:00
04 фев
04 фев
Waymo vehicles on Uber are generating more trips than almost all human drivers, a strong indicator of high utilization and economic viability for deploying more vehicles.
Выс.
Об аналитическом покрытии GOOGL
Buzzberg отслеживает GOOGL (Alphabet Inc. (Class A)) в 1 источниках. Бычьих сигналов: 0, медвежьих: 0, от 2 аналитиков. Сентимент разделён поровну. Всего отслеживаются 3 торговые идеи. Последние спикеры: Dara Khosrowshahi, Prashant Mahendra Raja.