5G communications networks: Enabling next-generation technology

Sep 14, 2020 |Dan Smith, CFA

The 5G rollout should lead to a meaningful increase in communications equipment sales growth and more widespread adoption of cutting-edge technology.

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Cyber security

Cybersecurity and the digital transformation of business

Aug 26, 2020 |Lindsay Strickland

Cybersecurity was already in focus, but COVID-19 has front-loaded years of future spending into the near term, fostering new business processes.

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Video streaming: Cord-cutting in the time of COVID-19

Aug 20, 2020 |Tasneem Azim-Khan, CFA

The pandemic has magnified the value proposition of video streaming and could potentially accelerate the cord-cutting and cord-shaving trends.

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Audio commentary: Checking in on Internet trends with Mark Mahaney

May 13, 2020 |Mark Mahaney

Top-ranked Internet analyst Mark Mahaney, Managing Director with RBC Capital Markets, joins Janet Engels, Head of the Portfolio Advisory Group – U.S., to discuss the impact of COVID-19 on online trends.

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