More From Adam Rogers
Is the Worst Over in the Chinese Stock Market?
The Chinese stock market rose by 150% 15 months before June 2015. Approximately 12 million Chinese citizens opened trading accounts in May 2015 alone.
Toshiba to Redefine Focus Business Areas
Toshiba stated THAT it plans to concentrate on cash flow in planning its mid-term business plans, budget, business performance management, and evaluation.
Why Apple’s iPad Shipments Fell 13% YoY in Fiscal 2Q17
In fiscal 2Q17, Apple (AAPL) shipped approximately 8.9 million iPad units and generated revenue of $3.9 billion.
How Hewlett Packard Enterprise Plans to Improve Profit Margins
In fiscal 3Q17, HPE announced HPE Next, which is aimed at simplifying customer engagement, sales compensation, and order processing.
Most Analysts View LinkedIn as a ‘Buy’
Out of 43 analysts covering LinkedIn’s stock, 37 have issued “buy” recommendations, and six have issued “hold” recommendations.
FDN Sees Huge Fund Inflows in Trailing 12-Month Period
In the trailing 12-month period, net fund inflows were $2.3 billion. FDN’s fund flows in the trailing one week and trailing three months were -$105.7 million and $719.3 million, respectively.
Why Is Morgan Stanley Optimistic about Apple?
According to a report from Apple Insider, Morgan Stanley expects Apple to offset the threat of longer replacement cycles with the iPhone Xs.
SanDisk’s 3Q15 Net Margin Highest among Storage Giants at 9.16%
The gross margin for SanDisk (SNDK) has been declining year-over-year from 49.35% in 3Q13 to 46.79% in 3Q14 and 41.51% in 3Q15.
An Overview of Take-Two Interactive Software’s Foray into eSports
The global eSports market is expected to reach $1 billion in 2017. Approximately one-third of the eSports fans in the United States participate in online amateur tournaments.
Apple’s iPhone Sales Flat for First Time since Fiscal 2007
Apple’s iPhone sales have been flat year-over-year, not growing for the first time since fiscal 2007. This indicates that the incremental upgrades to the iPhone 6S didn’t boost sales.
Why Are Data Center Solutions Important for Western Digital?
During its investor day presentation, Western Digital stated that the total available market for data center solutions was expected to rise to $23 billion by 2020.
Analyzing BlackBerry’s Recent Partnerships
A few days ago, BlackBerry (BBRY) announced that it would partner with Japan-based (EWJ) Fujisoft and Hitachi Industry & Control Solutions.
Electronic Arts Trades below Moving Averages in August
Electronic Arts (EA) generated investor returns of 70.14% in the trailing 12-month period and -9.62% in the trailing one-month period.
What Are Analysts’ Views on NetApp?
NetApp (NTAP) generated investor returns of -9.3% in the trailing-one-month period.
NVIDIA Stock Continues to Rise in 2018
Shares of semiconductor (SMH) firm NVIDIA (NVDA) rose 27% in January 2018 to close at $245.8.
Why BlackBerry Is Eyeing the Auto Car Segment
On December 19, 2016, BlackBerry (BBRY) announced plans to invest $76.0 million (or $100.0 million Canadian) to develop software for driverless cars.
Citadel Advisors add new position in Liberty TripAdvisors
Liberty TripAdvisors is a new position for Citadel Advisors in the third quarter. It accounts for 0.23% of the total portfolio.
Factors that Impacted Ericsson Stock in H1 2018
Ericsson (ERIC) stock returned 17.0% in the first half of 2018.
Here’s What Impacted Snap Shares Last Month
The stock for social media company Snap (SNAP) fell 16.0% last month to close at $17.77. It’s now trading just above its IPO price of $17.
EA and Activision Look to Improve Their Profit Margins
Electronic Arts expects its gross margin to be 72.1% by the end of fiscal 2017, rising from 69.2% in fiscal 2016, 68.3% in fiscal 2015, and 63.4% in fiscal 2014.
Farallon Capital Increases Its Position in Dollar General
In 2014, Dollar General reported net sales of $18.9 billion, an increase of 8% compared to sales of $17.5 billion in 2013.
Investors Park Funds in Large-Cap ETFs in July
In July 2015, investors poured approximately $23 billion in US ETFs with 50% of total investments in equity funds.
How Will NetApp Streamline Its Business?
NetApp (NTAP) plans to focus on execution as well as reduce its cost base and manage trends in the storage industry.
Can Cisco’s Switching and Routing Revenue Continue to Fall?
Cisco Systems’ (CSCO) Switching business revenue has fallen 4.0% YoY (year-over-year) to $10.5 billion in the first nine months of fiscal 2017.
Is GoPro Banking on Karma Again to Drive Future Revenue?
On January 4, 2017, GoPro (GPRO) stated that it will resume sales of its Karma drone.
Analysts Expect WDC’s Revenue to Fall Close to 27% in Q3 2019
Semiconductor company Western Digital (WDC) will report its first-quarter earnings results on April 29.
How Accenture Is Banking on Digitalization to Drive Revenues
In fiscal 2016, Accenture Interactive generated revenues of $4.4 billion, an increase of almost 51% year-over-year.
HPE Continues to Beat Analyst Earnings Estimates in Fiscal 2018
HPE beat earnings estimates of $0.37 in fiscal Q3 by 19% with posted non-GAAP (generally accepted accounting principles) EPS of $0.44.
Fitbit Gets a ‘Buy’ from Only 18% of Analysts
Of the 17 analysts tracking Fitbit (FIT) stock, three have recommended a “buy,” and 11 have recommended a “hold.”
Analyzing HP’s Traction in the 3D Printing Space
HP Inc. (HPQ) is optimistic about its opportunities in the 3D printing space.
How Fitbit Stock Has Performed
As shown in the chart below, Fitbit (FIT) stock has risen ~5.5% this year. It fell 75% in 2016 and 22% in 2017.
ServiceNow: No ‘Sell’ Recommendations
Of the 34 analysts tracking ServiceNow, 30 recommended a “buy,” four recommended a “hold,” and none of the analysts recommended a “sell.”
What to Expect from Ericsson in 2Q17
Ericsson (ERIC) is expected to announce its 2Q17 results on July 18, 2017. Analysts expect Ericsson to post revenue of $5.7 billion with a low estimate of $5.6 billion and a high estimate of $5.8 billion for the quarter.
How Juniper Networks Views 4Q17
In 4Q17, Juniper Networks (JNPR) expects revenues between $1.2 billion and ~$1.3 billion with gross margins of 62.0% and an operating margin of 22.6%.
Why Did Red Hat Stock Fall Last Week?
Red Hat (RHT) stock fell 13.6% last week. The stock fell 14% on December 14, 2016, due to disappointing 3Q16 results.
VeriSign’s Return on Assets Stood at 14.4% in 3Q15
In 3Q15, VeriSign’s (VRSN) return on assets (or ROA) was 14.4% compared to 16.8% for the same period last year and 13.3% in 3Q13.
Splunk Stock Declined 4.7% on September 17
Splunk (SPLK), a cloud software solutions company, fell 4.7% on September 17. The stock is currently trading at $119.49
Altera Trades above Moving Averages in September
Altera generated investor returns of 39.56% in the trailing 12-month period and 3.41% in the trailing one-month period.
Electronic Arts: Stock Performance since Fiscal Q1 2019 Results
Electronic Arts (EA) reported its fiscal Q1 2019 results on July 26. Since then, the stock has fallen 22% to close at $113.84.
How Apple Views Fiscal 2Q18?
Apple (AAPL) expects revenues of $60 billion–$62 billion in fiscal 2Q18, with gross margins of 38%–38.5%.
Why Investors Should Be Optimistic about ATVI’s Long-Term Growth
Activision Blizzard (ATVI) has a long-standing partnership with China’s (FXI) NetEase (NTES) that has now spanned 11 years.
Inside Activision’s Revenue Metrics
For 3Q17, analysts expect Activision’s revenue to rise marginally to $1.63 billion.
Can BlackBerry Stock Still Generate Impressive Returns in 2018?
BlackBerry (BB) stock has returned 5.5% in the last 12 months, 5.6% in the last month, and 1.8% in the last five days.
Analyzing the Recent Decline in High-Growth Stocks
ServiceNow rose 56% between January and September. However, the stock has declined 20% since the beginning of October.
A Closer Look at NetApp’s High Cash-to-Debt Ratio
NetApp’s cash-to-debt ratio in 1Q16 was 3.33x—higher than the 1.36x industry median. Its operating income was -$26 million.
How Fundamentally Strong is Verizon after 3Q15?
Verizon has a dividend yield of 4.9% and a dividend payout ratio of 0.89x. It has a share buyback rate of -11.9.
How Is Activision Blizzard Increasing Its Player Investment?
In 3Q16, King Digital’s GAAP revenue for in-game content reached $1 billion.
Spotify Stock Rose over 4% on April 26
Music streaming giant Spotify (SPOT) rose 4.1% on April 26 to close at $138.25.
Square Stock Fell after Quarterly Results
Mobile payment processing company Square (SQ) fell 8% on May 2 to close trading at $67.74.
The Word on the Street: What Analysts Recommend for Cisco Systems
Cisco has generated investor returns of 5.9% in the trailing 12-month period, and -3.9% in the trailing one-month period. It generated 0.6% in 2015.
Is a Rosy Picture in Store for GoPro for the Rest of 2016?
GoPro (GPRO) expects to post revenue between ~$1.4 billion–$1.5 billion in fiscal 2016. Analysts estimate that GoPro will post revenue of $317.3 million in 3Q16 and $671.6 million in 4Q16.
Seagate Expects Data to Support Demand for Storage Products
Seagate (STX) continues to see demand from the cloud-based enterprise market.
How Did Alibaba Stock Perform This Week?
Chinese tech heavyweight Alibaba has declined 8% this week.
Blue Ridge Capital exits stake in Citigroup
Citigroup posted a $3.4 billion net income, up by 8% with revenues of $19.6 billion, and the net interest margin increased to 2.91% for 3Q14.
How GoPro Aims to Improve Its Profitability in 2018
GoPro is aiming to reduce its operating expenses by $80 million in 2018, which will mean total operating expenses of below $400 million for the year.
Here’s What’s Impacting BlackBerry Stock
On September 5, BlackBerry (BB) stock fell 6.3% to close at $9.97.
What Will Drive Services Revenue for Apple?
Emerging markets such as China and international markets such as Japan have contributed significantly to Apple’s Services segment over the years.
Motorola Solutions Announces 2Q15 Results, Beats Expectations
2Q15 Results On August 5, 2015, Motorola Solutions (MSI) announced its 2Q15 results and reported revenues of $1.36 billion, a 2% year over year (or YoY) decrease including $53 million of unfavorable foreign currency impact. Gross profit for 2Q15 was $648 million compared to $656 million in 2Q14. Operating income increased 84% YoY from $138 […]
BlackBerry’s Performance in Fiscal 3Q17
On December 20, 2016, BlackBerry (BBRY) announced its fiscal 3Q17 results. Its GAAP revenue fell 47.0% YoY, from $548.0 million in fiscal 3Q16.
Broadcom’s Revenue Guidance for 3Q15
Net income for 2Q15 included acquisition cost of Avago Generally accepted accounting principles (GAAP) net income for 2Q15 included costs associated with the proposed acquisition of Avago (AVGO) of $22 million or $0.04 per share. Broadcom’s press release on July 31, 2015, stated, “GAAP net income for the first quarter of 2015 included impairment charges […]
How Seagate, Western Digital, and NetApp Are Standing up to Analyst Estimates
Seagate reported fiscal 2Q17 revenue of $2.9 billion, with a gross margin of 30.8% and net income of $297 million.
Fitbit Has Launched a New Smartwatch
In March, Fitbit (FIT) launched a new smartwatch, the Fitbit Versa.
Lam Research to Acquire KLA-Tencor
KLA-Tencor constitutes ~2.4% of the iShares PHLX Semiconductor ETF (SOXX) and 0.84% of the VanEck Vectors Semiconductor ETF (SMH).
Imperva’s 2Q15 Revenues Increase Year-over-Year
Imperva’s quarterly revenues have been increasing steadily. The company’s 1Q13 revenues were $28.6 million, increasing to $44.8 million in 1Q15.
How Analysts View Western Digital in June 2017
Of the 32 analysts that cover Western Digital (WDC) stock, 25 recommend a “buy,” and seven recommend a “hold.” There are no “sell” recommendations.
How Dropbox Stock Has Performed
Dropbox’s IPO price was $21. The stock is currently trading at $27.16, which indicates a 29% rise compared to the company’s IPO price.
Behind Apple’s iPad Business in Fiscal 4Q17
In fiscal 3Q17, Apple reported revenue growth of 2% YoY (year-over-year) in its iPad segment. Revenues rose to $5 billion in fiscal 3Q17.
Could Apple Beat Analyst Estimates Again in Fiscal 2Q16?
Apple (AAPL) is set to announce its fiscal 2Q16 results on April 25, 2016. Analysts and investors will be looking closely at the results, as Apple is one of the most popular companies in the technology sector.
How Did HPE’s Enterprise Group Perform in Fiscal 4Q16?
Hewlett-Packard Enterprise’s (HPE) Enterprise Group revenue was $6.7 billion in fiscal 4Q16, a fall of 9% YoY (year-over-year).
Why BlackBerry Stock Rose Last Month
BlackBerry’s (BBRY) shares have risen more than 35% in the past month. The stock has generated returns of 42% in the trailing-12-month period.
Alliance Data’s LoyaltyOne Business Segment Fell in 4Q15
Alliance Data’s (ADS) LoyaltyOne business segment’s revenues fell 9% YoY (year-over-year) from $398 million in 4Q14 to $364 million in 4Q15.
Comcast Stock Slid 6% on September 24
Comcast (CMCSA) stock fell 6.0% on September 24 and closed trading at $35.63.
How Analysts View Cognizant in July 2017
In the trailing 12-month period, Cognizant Technology Solutions (CTSH) stock has risen 24.4%. In the last month, it has risen 4.8%.
Seagate’s HDD Shipments Could Benefit from Rise in PC Sales
US-based (SPY) Seagate has a share of ~37% in the HDD (hard disk drive) market.
What Will Drive Routing Growth for Cisco?
A rise in the penetration of mobile devices will drive mobile data demand. Cisco forecasts mobile video to have the highest growth rate of any application.
HPE’s Revenue Is Estimated to Rise 6% in Fiscal 2018
HPE’s revenue is estimated to rise 6% from $28.9 billion in 2017 to $30.62 billion in fiscal 2018.
Apple Watch Sales May Fall: Can It Remain a Dominant Player?
According to KGI, Apple Watch (AAPL) sales will fall more than 25% in 2016. KGI forecasts sales of 7.5 million units in 2016 compared to estimated sales of 10.6 million units in 2015.
Why ServiceNow Stock Has Been Volatile
ServiceNow was impacted by the sell-off last week, falling 12%. It has since recovered, rising 6.5% on October 16 to close at $192.72.
How Does Juniper View 2016?
In 2016, Juniper Networks (JNPR) plans to accelerate its existing strategy by capturing inflection points in the industry. It will focus on product innovation, partnerships, and acquisitions.
How Did Apple’s iPhone Business Segment Perform in 2017?
Apple (AAPL) sold 217.6 million iPhones in fiscal 2017, up from the ~212.0 million iPhones shipped in fiscal 2016 and 231.2 million iPhones shipped in fiscal 2015.
Why Did Microchip Stock Rise on February 8?
Of the 16 analysts covering Microchip (MCHP), ten issued “buy” recommendations, and six recommended a “hold” for the stock.
How Do Analysts View Cisco?
Cisco (CSCO) has generated investor returns of -5.7% in the trailing-12-month period and -3% in the trailing-one-month period.
How Do Analysts View Fitbit Stock?
Fitbit stock has declined significantly over the last few years.
Behind Hewlett-Packard’s Product-Ready 3D Printing System
Hewlett-Packard (HPQ) delivered the world’s first production-ready commercial 3D printing system.
HACK Sees $1.280 Billion in Fund Inflows since Its Inception
The Purefunds ISE Cyber Security ETF (HACK) tracks a market cap–weighted portfolio of US cyber security companies. HACK’s average daily volume of shares traded is $24.21 million.
WDC Traded below 20-Day Moving Average in November 2015
As of November 20, Western Digital Corporation (WDC) generated investor returns of -39.32% in the trailing 12-month period and -11% in the trailing one-month period.
Will India Be Able to Balance China’s Falling Apple iPhone Sales?
Apple’s sales in China fell by 26% year-over-year in fiscal 2Q16 to $12.5 billion. Sales more than doubled for Apple between fiscal 2Q12 and fiscal 2Q15.
Why Did Shares of Stratasys Rise on June 30?
US-based technology company Stratasys (SSYS) has a market capitalization of $1.1 billion. It rose by 4.9% to close at $22.89 per share on June 30, 2016.
Will the HERO7 Product Launch Drive Sales during the Holidays?
The HERO7 Black launch video has close to two million views on YouTube (GOOG) (GOOGL)—the company’s most viral launch to date.
Apple Fell More than 18% in November
Apple beat the revenue and earnings estimates in the fourth quarter. The company forecast sales between $89 billion and $93 billion.
A Look at Apple’s MacBook Performance in Fiscal 4Q17
Apple’s (AAPL) revenues from its MacBook business rose 25.0% year-over-year in fiscal 4Q17 to ~$7.2 billion, a significant rise from ~$5.7 billion in fiscal 4Q16.
Analysts Expect Juniper’s Revenue to Fall 14% in 1Q18
Juniper Networks (JNPR) is expected to announce its 1Q18 results on May 1, 2018.
Why HP Inc. Is Optimistic about Its Long-Term Growth
HP Inc. has valued its total available market (or TAM) at $560.0 billion.
Activision Aims to Increase Its User Base and Player Engagement
World of Warcraft’s MAU (monthly active users) rose 10% YoY in fiscal 2016 and 20% YoY in 4Q16, primarily driven by the successful launch of Legion in 3Q16.
Is Nokia Looking to Exit the Digital Health Business?
Nokia (NOK) is reportedly looking to sell off its digital health business, which includes Withings, acquired in 2016.
Tech ETFs Saw Major Impact on October 10
On October 10, Wall Street had its worst day in eight months. The sell-off was driven by investor concerns about rising interest rates.
Analysts Think Dropbox Has Upside Potential of 49%
Dropbox (DBX) was listed on the NASDAQ on March 23 at a price of $21 per share.
Exploring Seagate’s and Western Digital’s Financial Metrics
Analysts expect Western Digital’s (WDX) operating margin to be 26.2% in fiscal 2018 and to fall to 23.8% in fiscal 2019.
Apple Trades above 20-Day Moving Averages in October
On October 2, 2015, Apple closed the trading day at $110.38. Based on this figure, it traded below its 100, 50, and 20-day moving averages
Blue Ridge Capital increases holding in SiriusXM
The third quarter of 2014 was by far the best for SiriusXM in terms of market penetration as well as increasing revenues.