Although Oracle (ORCL) isn’t included in the top five players in the cloud space, it considers Amazon Web Services to be its chief rival.
Oracle (ORCL) lowered the cost of its IaaS offerings to compete with its peers, especially Amazon.
Oracle’s (ORCL) new Software Licensing segment’s revenues declined in fiscal 3Q17, falling 15.8% to ~$1.4 billion.
Oracle’s (ORCL) better-than-expected Cloud revenues, driven by SaaS and PaaS, indicate that NetSuite’s addition to Oracle could be a profitable move.
Oracle (ORCL) announced its fiscal 3Q17 results on March 15, 2017. The tech giant reported revenues of ~$1.2 billion for its Cloud segment, an 85% increase on a year-over-year basis.
On March 22, 2017, Time Warner was trading 2.6% above its 100-day moving average of $95.
Time Warner (TWX) has a forward PE multiple of 14.9x, which is on the higher side among its peers.
Time Warner’s HBO has an international foothold with premium original content that can be distributed on television networks and over-the-top with HBO Now.
Rising competition in the streaming services industry could make it tough for Time Warner’s (TWX) HBO Now to gain new subscribers.
HBO Now is increasingly growing in strategic importance for Time Warner (TWX). HBO Now crossed 2.0 million subscribers in the United States in 2016.
As English language content becomes more popular around the world, Time Warner (TWX) is increasingly looking at international territories for expansion.
Time Warner said that with SVOD (subscription video on demand) services, serialized edgy programming worked better than on linear television networks.
As of March 22, Clorox (CLX) was trading at a 12-month forward PE ratio of 24.7x—at a premium to the S&P 500 Consumer Staples Index and the S&P 500 (SPX).
Of the 17 analysts covering Clorox stock, 12.0% have rated the stock as a “buy” as of March 22. The stock has been rated “hold” by 76.0% of the analysts.
Over the past four years, Clorox returned about $2 billion to investors through share repurchases and dividends.
Clorox (CLX) commands a strong portfolio of brands that are either category leaders or have substantial market shares in their respective categories.
Despite the soft start to its current fiscal quarter, Clorox (CLX) has begun to make a strong comeback with its fiscal 2Q17 earnings.
Clorox’s sales of $1.4 billion in fiscal 2Q17 represents a 4.5% YoY rise—its highest growth in the past four years.
Clorox stock has risen 14.3% on a YTD basis as of March 22, and the stock has risen about 9.6% since it announced its strong fiscal 2Q17 results.
Of the four analysts surveyed by Reuters on March 23, 2017, none had “strong buy” or “buy” recommendations on Intrepid Potash (IPI) for the next 12 months.