Adam Rogers

The Chinese stock market rose by 150% 15 months before June 2015. Approximately 12 million Chinese citizens opened trading accounts in May 2015 alone.

In fiscal 3Q17, HPE announced HPE Next, which is aimed at simplifying customer engagement, sales compensation, and order processing.

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.

According to a report from Apple Insider, Morgan Stanley expects Apple to offset the threat of longer replacement cycles with the iPhone Xs.

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.

Shares of semiconductor (SMH) firm NVIDIA (NVDA) rose 27% in January 2018 to close at $245.8.

Ericsson (ERIC) stock returned 17.0% in the first half of 2018.

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.

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.

In 2014, Dollar General reported net sales of $18.9 billion, an increase of 8% compared to sales of $17.5 billion in 2013.

In July 2015, investors poured approximately $23 billion in US ETFs with 50% of total investments in equity funds.

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.

On January 4, 2017, GoPro (GPRO) stated that it will resume sales of its Karma drone.

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.

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%.

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.

Apple (AAPL) expects revenues of $60 billion–$62 billion in fiscal 2Q18, with gross margins of 38%–38.5%.

NetApp’s cash-to-debt ratio in 1Q16 was 3.33x—higher than the 1.36x industry median. Its operating income was -$26 million.

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.

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.

Chinese tech heavyweight Alibaba has declined 8% this week.

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.

Emerging markets such as China and international markets such as Japan have contributed significantly to Apple’s Services segment over the years.

In March, Fitbit (FIT) launched a new smartwatch, the Fitbit Versa.

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.

Hewlett-Packard Enterprise’s (HPE) Enterprise Group revenue was $6.7 billion in fiscal 4Q16, a fall of 9% YoY (year-over-year).

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.

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.

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.

Cisco (CSCO) has generated investor returns of -5.7% in the trailing-12-month period and -3% in the trailing-one-month period.

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.

Apple beat the revenue and earnings estimates in the fourth quarter. The company forecast sales between $89 billion and $93 billion.

HP Inc. has valued its total available market (or TAM) at $560.0 billion.

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.

The third quarter of 2014 was by far the best for SiriusXM in terms of market penetration as well as increasing revenues.

Despite a 40.0% YoY fall in sales in 1Q17, Fitbit stock rose 12.0% on May 4, 2017, since it beat analysts’ revenue estimate.

The US-based (SPY) Hewlett Packard Enterprise (HPE) announced its fiscal 4Q17 results on November 21 and reported revenue of $7.8 billion for the quarter, which ended in October 2017.

Apple (AAPL) has now completed $248.4 billion of its $300 billion ongoing capital return program at the end of fiscal 1Q18.

After the Apple Watch (AAPL) was launched in April 2015, Apple is largely expected to unveil its second generation watch on September 7, 2016.

Of the 23 analysts tracking EA, 18 gave the stock a “buy” recommendation, and five analysts recommended a “hold.” There were no “sell” recommendations from these analysts.

As in the table below shows, analysts have estimated an absolute revenue growth rate of 67% for Activision Blizzard between fiscal 2014 and fiscal 2019.

In the trailing one month, net fund inflows for the VanEck Vectors Semiconductor ETF (SMH) were $184.6 million. In the trailing 12-month (or TTM) period, net fund inflows were $87.7 million.

On August 17, 2016, Cisco Systems (CSCO) announced its fiscal 4Q16 and fiscal 2016 results. It reported revenue of $12.6 billion, an increase of 2% YoY.

Juniper Networks’ (JNPR) Services business segment generated revenues of $392 million in 2Q17, a rise of 9% year-over-year.

HP (HPQ) has returned 22% in the last 12 months, -9% in the last month, and -0.7% in the last five days.

In September 2016, GoPro (GPRO) unveiled its much-anticipated drone, Karma a compact drone designed to fit in a small backpack.

In the trailing-one-month period, Ericsson (ERIC) has generated returns of -1.1%. In the trailing-12-month period, the stock has fallen 2.4%.

Hewlett Packard Enterprise (HPE) reported revenue of $11.4 billion in fiscal 1Q17, a fall of 10% YoY (year-over-year).

Citadel Advisors exited stake in United Rentals by selling off shares worth $241 million. The shares accounted for 0.3225% of its previous portfolio.

Of the 29 analysts covering Juniper Networks (JNPR), nine gave it a “buy” recommendation, two recommended a “sell,” and 18 gave it a “hold” recommendation.

NetApp (NTAP) announced its fiscal 4Q17 results on May 24, 2017. Its share price rose 3.4% to $40.96 on May 25.

Nokia (NOK) will be announcing its 3Q16 results on October 27, 2016. Analysts estimate revenues of $6.5 billion with a low estimate of $6.3 billion and a high of $6.7 billion.

US-based (SPY) Cisco Systems’ (CSCO) Switching segment saw a revenue rise of 2% YoY (year-over-year) in fiscal 3Q17.

In fiscal 1Q18, Apple expects revenues of $84.0 billion–$87.0 billion with a gross margin of 38.0%–38.5%.

On April 24, 2017, Activision Blizzard (ATVI) generated investor returns of 46.8% in the trailing 12-month period and 3.6% in the trailing one-month period.

Western Digital reportedly shipped ~42.5 million HDD units in fiscal 4Q16—a significant YoY fall of ~12.5% over units shipped in fiscal 4Q15.

Market research firm IDC has estimated worldwide PC shipments of 70.2 million units in 4Q16—a fall of 1.5% YoY.

Social media Snapchat’s (SNAP) shares fell 18.5% in the week ended March 10 to close at $22.07. But the stock rose 44% on March 2, the day of its IPO.

Electronic Arts (EA) aims to grow its audience reach across gaming platforms.

In May 2015, EMC announced its $1.2 billion acquisition of Virtustream, a company that operates its own data centers offering cloud services to customers.

NetApp (NTAP) has reduced its cost base so far in fiscal 2017 in an effort to offset declining revenues.

Civeo said the demand for its services depends on its customers’ capital spending programs. As a result, it’s one of the first to suffer losses when oil drillers pare back exploration.

India, with over 1.3 billion people, is becoming more important for global streaming players such as Netflix, Apple TV+, and Amazon Prime Video.

Today, two Chinese tech stocks have gained significant market value. Baidu (BIDU) and iQIYI (IQ) are trading 10% and 15% higher, respectively.

On December 14, 2015, Micron Technology announced that it will buy the remaining shares of foundry partner Inotera Memories in a share swap transaction.

In the trailing-12-month period, Electronic Arts (EA) stock has risen 48.9%. In the past month, its shares have declined 1%.

Cash-to-debt ratio measures the financial strength of a company. EMC’s cash-to-debt ratio in 2Q15 is 1x, which is lower than the industry median of 1.4x.

Though GoPro missed revenue estimates in 4Q16, it was still the firm’s second-best-performing quarter in terms of revenue, driven by sales of its HERO5.

IDC expects the wearables market to grow 20.3% from 2016 to 2020. Total shipments are projected to rise from 79 million in 2015 to 101.9 million in 2016.

Shares of telecom equipment firm Ericsson (ERIC) fell ~10% in July 2017 to close the month at $6.42.

IBM saw its shares fall 8.2% in April, after the firm reported its 1Q17 results. IBM reported revenue of $18.2 billion for 1Q17—slightly below the analyst estimate.

Motorola Solutions has a market capitalization of $14.21 billion, and competitors Harris Corporation and Cisco have market capitalizations of $9.37 billion and $131.29 billion, respectively.

Take-Two Interactive saw its stock rise 23% in August 2017 and closed the month at $97.79. Take-Two is now trading 135% above its 52-week low of $41.7.

Shares of Frontier Communications (FTR) rose 20.7% last week (ended May 19, 2017). The stock has been in a downward spiral for the past 12 months.

Intel generated TTM returns of -16.66%, 9.26% in the trailing one month. It generated -20.03% YTD. Its share price fell by 1.53% in the trailing five days.

In 2016, Fitbit (FIT) inked a deal with Pebble to harvest certain Pebble assets, now that the latter company has begun shutting down operations.

In 2016, HP stated that it aims to reinvent the printing experience and has now unveiled the world’s smallest all-in-one inkjet printer.

The recently launched HERO5 can auto-upload videos shot and photos captured to GoPro Plus when the camera is on charging mode.

GoPro believes it can grow sales in developing economies such as India and China by focusing on online sales.

Hewlett-Packard’s (HPQ) revenue from its Printing segment fell 16% YoY (year-over-year) to $4.6 billion in fiscal 2Q16.

In this series, we’ll compare the performance of companies in the communications equipment subsector such as Cisco Systems, Juniper Networks, Palo Alto Networks, and Radware, which are part of HACK.

In June 2015, shares of Western Digital (WDC) saw a 19% drop, which was driven by overall falls in demand in its global PC segment.

As of February 22, HP has generated investor returns of 56.6% in the trailing-12-month period and 10.4% in the trailing-one-month.

ServiceNow (NOW) stock fell 4.5% on October 4 and closed at $187.44. It’s currently trading 66% above its 52-week low of $112.84.

The Guggenheim China Technology ETF (CQQQ) is a passive fund that looks to replicate the AlphaShares China Technology Index.

In this series, we will analyze the stocks in the First Trust ISE Cloud Computing Index ETF (SKYY) that comprise the Systems Software subsector. Since January 2015, SKYY generated returns of 2.42% to close at $29.18 on August 28.

Google’s Android phone shipments are expected to rise by 6.2% YoY in 2016. Android dominates the smartphone market, followed by Apple.

Routers are connected to a minimum of two networks and decide which way to send information, based on the understanding of the networks.

Cognizant Technology Solutions reported its 1Q18 results on May 7, and its stock fell more than 5.2% on the day.

HP, a market leader in the traditional printing business for the past 30 years, is now eyeing the lucrative and high-growth 3D Printing market.

Accounting for over $200 million in revenues, micro-transactions present users with the opportunity to buy items that enhance their gameplay.

According to IDC, the worldwide security appliance market grew YoY in vendor revenues and unit shipments in 2Q16 (fiscal 4Q16 for Cisco).

HP has generated investor returns of 70.5% in the trailing-12-month period and 8.7% in the trailing-one-month period.

Shares of US-based online advertising company The Trade Desk (TTD) are down 4.0% in after-hours trading today after the company’s earnings results.

Telecom stocks in the wireless telecommunications subsector that is part of the SPDR S&P International Telecom Sector ETF (IST) generated impressive average TTM returns of 17.96%.

Although Electronic Arts’ (EA) Mobile Gaming revenue rose 5% YoY (year-over-year) to $183 million in fiscal 3Q18, the firm’s Live Services’ net bookings rose 39% YoY to $787 million.

In fiscal 3Q17, NetApp’s Strategic Solutions business accounted for 65.3% of its net product revenues, and its revenues rose 13% QoQ.

Hewlett Packard Enterprise (HPE) has introduced several products in the last few months, building a wide array of solutions.

Apple has generated investor returns of -22.47% in the trailing-12-month period and -0.1% in the trailing-one-month period. It has generated -7.4% YTD.

During GoPro’s 4Q16 earnings call, the firm stated that it wants to make GoPro products central to the smartphone experience.