Edgewater Comments on AMZN, GOOGL, APH, TEL and ST

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June 18, 2025 8:23 AM UTC

Edgewater Comments on AMZN, GOOGL, APH, TEL and ST.

"APH/TEL/ST: Incremental progress in industrial; Auto mixed; NVL in focus for 2H"
"AMZN: Q2 positioned for upside w/NA retail improving, AWS growth consistent Q/Q; 2H retail outlook less certain with potential tariff-related impacts."
"GOOGL: Search continues to benefit from relative funnel positioning & resilient consumer; competitive AI threats still seen as manageable." - "Cloud: 2Q Feedback encouraging: GenAI driving most activity and little signs macro/tariff fears are impacting deals."

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