But if I knew how to manage my portfolio safer and smarter than most hedge fund managers, I could realistically grow my wealth.
Microsoft targets big data and machine language security
Microsoft’s acquisition of Aorato is expected to significantly boost Microsoft’s active directory’s security with machine learning and big data technology.
In November 2014, Microsoft (MSFT) acquired Aorato. It’s based in Israel. It’s a cloud cybersecurity company. Aorato was founded in 2011.
Microsoft intends to use Equivio’s machine-learning technology to improve Office 365’s existing eDiscovery and information governance capabilities.
On January 20, 2015, Microsoft (MSFT) announced that it will acquire Equivio in 2015. This is the company’s first acquisition in 2015.
Microsoft Azure commands a 12% share in the IaaS (Infrastructure-as-a-service) and PaaS (Platform-as-a-service) market. It had triple-digit growth.
Microsoft Azure recorded 140% growth in 2014. Amazon (AMZN) reported 40% growth for the same time period. Most cloud vendors are focused on hosting.
In 2014, cloud infrastructure accounted for ~5% of the enterprise IT spending. It’s expected to more than double to reach 11% by 2018.
Microsoft’s (MSFT) CEO, Satya Nadella, has always pushed Microsoft’s mobile-first, cloud-first strategy. It launched Office 365, Delve, and Office Graph.
On January 21, 2015, Microsoft (MSFT) announced that the Windows 10 operating system will arrive in late 2015. Windows 10’s success is crucial for Microsoft’s growth.
Windows 10 is Microsoft’s (MSFT) latest operating system. It launched in January 2015. Its success is a key determinant of Microsoft’s platform.
In 1Q15, Microsoft reported 147% growth in its cloud revenue. It’s on track to generate $4.4 billion in revenue in fiscal year 2015.
Verizon’s earnings declined by 12% quarter-over-quarter in 3Q14. Wall Street analysts expect this trend to continue in the last quarter of 2014.
In the first three quarters of 2014, Verizon’s Global Enterprise revenues declined by ~4.2%. They’re expected to decline by ~4% year-over-year in 2014.
Mass Market’s growth picked up after 1Q14, mainly because of FiOS subscribers. Verizon’s Wireline segment is expected to grow to more than 4% in 2014.
Verizon competes on its network performance, which is the best among the national carriers. Verizon’s network efficiency is even higher than AT&T’s.
According to Verizon, Sprint and T-Mobile may not be able to pursue price competition over an extended period in this capital-intensive telecom industry.
The last quarter of 2014 witnessed intense competition among telecoms. AT&T and Verizon had to offer low-cost promotions to acquire and retain customers.
At the UBS Conference, Verizon’s management mentioned that postpaid upgrades increased in 4Q14 and are expected to cross the 9.5% mark.
According to Verizon, its Edge penetration rate increased significantly during 4Q14. Higher Edge penetration should positively impact its 4Q14 earnings.
Verizon’s churn rate was higher than average in the last quarter, but the company retained high-quality customers through loyalty offers in 4Q14.