Aaron Hemsworth
Disclosure: I am in full compliance with all ethics and other policies for Market Realist research analysts. I am not invested in securities that I cover on Market Realist.
More From Aaron Hemsworth
What to Expect of DISH’s 4Q17 Revenue
DISH Network will release its 4Q17 earnings before the market opens on February 20, 2018. As per Yahoo Finance, DISH’s revenue in 4Q17 is expected to be $3.5 billion.
Can Hopper Enhancement Boost DISH Network’s Revenue?
DISH Network’s (DISH) ARPU for 3Q17 was $87.20 against $89.40 in the prior year’s quarter.
Key Drivers of Microsoft’s Cloud Business
Microsoft’s (MSFT) Azure cloud platform continues to see increased adoption driven by the ongoing migration of workloads to the cloud.
Can IBM’s Blockchain Retain Its Market Share?
According to a report by the IDC, total spending on the blockchain platform is expected to climb by 122% to $2.1 billion.
A Look at Nutanix’s Marketing Strategy
Nutanix (NTNX) is looking to get more aggressive with its marketing strategy as it places more emphasis on commercial segmentation.
Oracle’s Valuations Compared with Its Industry Peers
In the September 7 trading session, Oracle stock closed at $47.81, close to its lower Bollinger Band level of $47.54.
Are IBM’s Research and Development Investments Paying Off?
To stay competitive and gain market share, IBM (IBM) has continued to incur R&D (research and development) expenses.
Debt Remains Netflix’s Prime Source of Financing
Netflix (NFLX) considers debt its main source to finance content, given its lower cost of capital.
Take a Look at Netflix’s Competitive Landscape
All the competition is hurting Netflix’s membership growth. In fiscal Q2 2018, it missed its subscriber guidance for the first time.
Accenture Maintains a Higher Book-to-Bill Ratio
In the last five quarters, Accenture’s book-to-bill ratio has always remained above 1, which is a healthy sign for its business.
Why Microsoft Formed a Strategic Alliance with Walmart
Yesterday, Microsoft (MSFT) formed a strategic partnership with Walmart (WMT). Here’s what you need to know.
VMware Is Driving Its Go-to-Market Strategy
To boost its product sales, VMware (VMW) is aiming to build specialty sales capacities.
Comparing IBM’s Capital Expenditure with Peers’
IBM’s (IBM) capital expenditure has been stable for the last five years due to its huge data center investments.
IBM Takes Slow and Steady Approach for Watson AI
The growing adoption of IBM’s (IBM) Watson AI platform is contributing significantly to the company’s overall business.
What Drives Microsoft’s Average Revenue per User
Microsoft’s (MSFT) ARPU (average revenue per user) growth has continued to improve, buoyed by strong demand for its Office 365 and Azure products and Xbox Live monthly active users.
What Microsoft’s GitHub Acquisition Could Mean
Recently, Microsoft (MSFT) decided to acquire open-source software development company GitHub for $7.5 billion.
VMware’s Share Buyback Program
As part of VMware’s (VMW) share repurchase program, the company has bought back ~$5.4 billion in shares in the last five years.
Comparing VMware’s Valuations with Its Peers
On May 22, VMware’s (VMW) market capitalization stood at $55.4 billion.
How Splunk’s Different Segments Contribute to Its Business
In the last five years, Splunk’s license business has grown at a compound annual rate of 37%.
Workday Generates Strong Business Growth outside the US
In the last five years, Workday’s international business grew at a CAGR (compound annual growth rate) of 57%.
Identifying Microsoft’s Key Growth Drivers
In fiscal 2Q18, Microsoft’s (MSFT) total revenues reached $28.9 billion, up 12.0% year-over-year.
What’s Driving Palo Alto Networks’ Customer Base?
Palo Alto Networks (PANW) has maintained strong growth in customer additions, driven by its product portfolio and service quality.
Analyzing Key Drivers for Infosys in Fiscal 2018
Infosys expects its total revenues in fiscal 2018 to expand 6.5%–7.5%.
Infosys Gains from Its Growing Client Portfolio
At the end of fiscal 3Q18, Infosys recorded 110 clients with a ticket size of $50 million–$100 million.
Analyzing Accenture’s Key Growth Drivers
Accenture (ACN) continues to gain from the latest digital transformation trend taking place throughout the world.
Cadence’s Acquisition Spree to Bolster Product Growth
Cadence Design Systems (CDNS) continues to enhance its product portfolio by way of new acquisitions. In the last five years, the company has completed eight acquisitions.
CA Technologies’ Fiscal 3Q18 Revenue: Highest Growth in 6 Years
In fiscal 3Q18, CA Technologies landed 21 license deals worth $577 million with an incremental contract value of more than $10 million each.
Disney’s Capital Return Policy Looks Attractive
Capital return trends Leading media mogul The Walt Disney Company (DIS) has continued to improve its capital return policy, driven by attractive dividend payments and strong share repurchase programs. In fiscal 2017, the media giant returned ~$11.8 billion to shareholders via buybacks and dividend payments, compared with $9.8 billion in fiscal 2016. In fiscal 2018, the […]
Viacom’s Nickelodeon Remains Driving Force for Media Segment
Nickelodeon’s growing user base Viacom’s (VIAB) Media Networks segment continues to gain, thanks to the popularity of its Nickelodeon channel and its growing number of followers. The network, which targets kids aged two to 17, witnessed television subscriber growth of 22% to 602 million in fiscal 2017, buoyed by the success of strong content such as Teenage Mutant Ninja Turtles, School of […]
How the Marvel Acquisition Is Working out for Disney
Marvel acquisition helping film business The Walt Disney Company’s (DIS) acquisition of Marvel has worked out well for Disney, earning money for its Studio Entertainment segment. The latest flick, Thor: Ragnarok, has already collected more than $600 million worldwide. Blockbuster movie releases and other license fees have driven the company’s business and created a strong brand. The […]
Disney’s Pixar Holds the Key to Film Success
Pixar’s historical success The Walt Disney Company’s (DIS) Pixar continues to boost its Studio Entertainment segment with hit movie releases. To date, Pixar has produced 18 films, including Toy Story, Finding Nemo, and Cars. These movies have generated business of more than $11 billion for the company worldwide. Even its latest movie, Cars 3, released this year, […]
Netflix Battles Competition through Huge Investments
In a bid to retain market share, Netflix (NFLX) continues to boost its investment goals by strengthening its content portfolio.