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What's here is mostly a rather positive retrospective. The critique of their strategy is subscriber-only content. But, yes, the headline is a tease for something that non-subscribers can't read.

It's 100% clickbait, as the second part of the article is available only to paid subscribers.

I don't really consider that clickbait. You've just described most subscriber-only content from analysts and others. But not sure how useful it is to post half an article here.

"something (such as a headline) designed to make readers want to click on a hyperlink especially when the link leads to content of dubious value or interest."[1]

The article you get when clicking isn't the content promised by the headline. To get the content promised, one needs to go to a second article, which requires a fee.

If that's not clickbait, I dunno what is.

1: https://www.merriam-webster.com/dictionary/clickbait

Your beef is really with whoever submitted the headline. I certainly don't assume I have full access to reports on analyst sites.

The article does answer the question, in detail. What you're reading is just the first half is freely available. The 2nd half is on the same web page and for subscribers.