execution

Davidson said execution in the company’s core U.S. business is impressive and its “newer verticals are progressing nicely.”

Above all, what one of Mr. Fox’s subjects called “a change of attitude to time” becomes necessary, with intense mental concentration supplanting deadline anxiety and rushed execution.

“And when prices assume almost flawless execution and very cheap money ahead, even a small change in the story hits valuations hard.”

Tencent has demonstrated “solid execution in driving steady/sustainable top- and bottom-line growth while pursuing its AI aspiration in the forefront of enterprise and user applications,” the analysts say.

“This demonstrates strong execution through new customer wins, network expansion, and higher wallet share,” Sum says.