It's another busy week for earnings reports, with many businesses providing updates for a period that encompassed the worst of the COVID-19 lockdown and accompanying economic downturn.
It's now abundantly clear that many companies were woefully underprepared. Some were completely behind the digital curve, while others were laden with debt and slim on cash.
But three recent report cards stand out from the crowd: Arista Networks (NYSE: ANET), Twilio (NYSE: TWLO), and Disney (NYSE: DIS). Here's why all three are benefiting from long-term technology trends reinforced during the pandemic.