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.
Following ConocoPhillips’ 3Q14 earnings, Wall Street analysts reviewed the company’s performance and gave their broker recommendations and target prices.
Investors might find confidence in a comment by ConocoPhillips’ management that dividend payouts are the company’s top priority.
Falling crude oil prices will cause ConocoPhillips’ earnings to decline by about $35–$40 million for each $1 change in WTI (West Texas Intermediate) crude.
ConocoPhillips’ total returns are significant given the oil industry carnage that’s going on.
ConocoPhillips’ cash flow from operations for nine months ended September 30, 2014, was ~$14 billion. OCF grew by ~13% year-over-year and 15% sequentially.
Two things stand out in ConocoPhillips’ net income report: a significant decline in 3Q14 revenues and an increase in net income despite a drop in revenues.
ConocoPhillips’ balance sheet shows 3Q14 liabilities of ~$14 billion. The quick ratio is 1.15x, which shows it has enough cash to cover short-term debts.
ConocoPhillips’ (COP) full-year 2014 production growth from continuing operations, excluding Libya, is expected to be ~1,525–1,535 Mboe/d.
ConocoPhillips’ capex breakdown for 2015 includes major projects, development drilling, exploration and appraisal, and base maintenance.