Technology
Western Digital Corporation (WDC): Margin recovery with rising cash generation and returns
KLA Corporation (KLAC): Scale expansion with rising margins and cash conversion
Uber Technologies, Inc. (UBER): Scaling platform with rising margins and cash conversion
Uber Technologies, Inc. (UBER): Cash generation and margin structure improving under scale
Uber Technologies, Inc. (UBER): Scaling cash generation with improving margin structure
Jabil Inc. (JBL): Margin compression amid resilient cash generation and conversion
CDW Corporation (CDW): Revenue growth with pressured margins and cash conversion
CDW Corporation (CDW): Revenue growth with pressured margins and cash alignment
CDW Corporation (CDW): Revenue growth with margin pressure and cash alignment
Micron Technology, Inc. (MU): Margin recovery and cash generation under elevated investment
