More From Aaron Hemsworth
Digitalization Trend Is Helping Accenture Win New Contracts
Accenture (ACN) has secured a $27.3 million order from the Library of Congress to build a new data center.
Can Palo Alto’s New Strategies Drive Its Security Business?
Cybersecurity company Palo Alto Networks (PANW) is expanding its product portfolio, adding new and updated products.
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 Netflix’s Stranger Things Drive Subscribers in 4Q17?
According to Nielsen, Stranger Things averaged 8.8 million viewers per episode. The first episode was watched by 15.8 million viewers between the ages of 18 and 49.
Can Comcast Beat Earnings Estimates in 4Q17?
Leading cable and media conglomerate Comcast (CMCSA) is set to release its 4Q17 earnings results before the market opens on January 24, 2018.
Helix Could Be a Major Force for FireEye
FireEye’s (FEYE) Helix security technology combines the company’s network, email, and endpoint security platforms with its advanced threat intelligence, threat analytics, and orchestration features.
Europe Maintains Strong Growth Momentum for Accenture
Accenture’s European market continues to witness impressive growth buoyed by strong double-digit growth in Germany, Italy, Ireland, France, and Spain.
Viacom’s Affiliate Revenue May Gain from Multiyear Renewal Deals
Viacom’s (VIAB) affiliate revenue business, part of its media networks segment, fell 1% YoY (year-over-year) to $1.2 billion in fiscal 4Q17.
Comparing Microsoft’s Valuation with Peers’
Microsoft stock closed at $101.87 on June 20, close to its lower Bollinger Band of $98.
Growing Demand for Security Products Drives Fortinet
Huge demand for security products across the industry has helped Fortinet (FTNT) maintain strong business growth.
Can Microsoft’s Xbox One X Boost Its Gaming Business?
The newly released Xbox One X is powered by the 2.3 GHz, 8-core AMD Jaguar processor, 12GB of RAM, and a six-teraflop AMD Radeon GPU.
Will Microsoft Beat Q4 Earnings Estimates?
Microsoft (MSFT) is set to release its fiscal Q4 2018 financial results on July 19.
Oracle Expands Its Retail Product Features
Oracle (ORCL) seems to be making rapid investments in its retail cloud service triggered by higher demand across the retail industry.
Can FireEye Stock Gain Momentum?
FireEye (FEYE) stock has gained 16% in the last six months.
What’s Driving Nutanix’s Business?
Leading enterprise cloud computing solution provider Nutanix (NTNX) continues to gain from the growing popularity of cloud computing.
What Drove Accenture’s Margin Growth in the Fourth Quarter?
Accenture (ACN) reported a strong GAAP operating margin in the fourth quarter of fiscal 2018.
Is Oracle Stock Losing Momentum?
Oracle’s tepid top- and bottom-line guidance for fiscal Q1 2019 has affected its stock price.
Could Take-Two’s Margins Improve?
To counter competition and gain market share, Take-Two Interactive Software (TTWO) may need to invest heavily in new and innovative product development.
Can Fortinet Maintain Its Earnings Growth Trend?
Fortinet’s (FTNT) strong product pipeline and growing customer portfolio have driven the company’s bottom-line growth in the last five quarters.
Factors Driving Deferred Revenue for Autodesk
Autodesk has continued to witness strong growth in its deferred revenue over the past few quarters mainly triggered by its transition from a maintenance-based to a subscription-based business model.
What’s Expected for FireEye’s Revenue
In Q2 2018, cybersecurity company FireEye expects its revenue to grow 4% YoY (year-over-year) to $199 million–$203 million, driven by the addition of new clients and upselling to existing customers.
How an Extended Agreement with Krungsri Will Help IBM
IBM strengthened its ties with leading financial company Krungsri to help the financial company achieve its digital transition goal.
Analyzing Autodesk’s Key Markets
Autodesk’s (ADSK) American market, which contributes more than 40% of its overall revenue, has maintained strong revenue growth.
How CloudHealth Acquisition Could Drive VMware’s Cloud Business
VMware (VMW) bought start-up firm CloudHealth Technologies in October 2018.
Why Cadence Has Teamed Up with ArcSoft
Leading electronics design supplier Cadence (CDNS) formed a strategic alliance with ArcSoft, an imaging intelligence technology provider, yesterday to build AI and vision applications.
VMware Acquires Dell EMC’s Service Assurance Suite Platform
On August 9, VMware (VMW) decided to acquire Dell EMC’s Service Assurance Suite platform.
IBM to Provide Automation Support to Aditya Birla Fashion
On September 13, IBM (IBM) extended its technology partnership with India-based Aditya Birla Fashion and Retail (ABFRL).
How Workday May Benefit from the Acquisition of SkipFlag
Enterprise cloud application provider Workday (WDAY) bought startup SkipFlag in January. However, the details of the deal haven’t been disclosed.
A Look at the Potential of Disney’s International Parks and Resorts
Disney’s (DIS) lucrative Parks and Resort segment continues to dominate the top-line growth of the company driven by the growing popularity of its international presence.
Microsoft Maintains an Increasing Dividend Payment Trend
In fiscal 2Q18, Microsoft paid nearly $3.2 billion in dividends, compared with $3.0 billion in fiscal 2Q17.
How Higher Debt Levels Affect Symantec
Symantec’s (SYMC) debt levels in the last two years have increased at a rapid pace, driven by the acquisition of Blue Coat Systems for ~$4.7 billion and LifeLock for $2.3 billion.
What’s Driving Disney’s Fiscal 1Q18 Revenue?
The Walt Disney Company (DIS) is set to release its fiscal 1Q18 results on February 6, 2018, after the closing bell.
Will Falling Shareholder Returns Be a Concern for Viacom?
In the last five years, Viacom has returned ~$12.5 billion to its investors at an average of nearly $2.5 billion per year.
Why the Enterprise Security Business Is Looking Soft
Symantec expects its fiscal 2019 revenues to reach $2.27 billion–$2.35 billion compared with its previous guidance of $2.29 billion–$2.39 billion.
VMware’s VeloCloud Acquisition to Boost Its Cloud Platform
VMware (VMW) bought VeloCloud, a startup firm dealing with cloud-based wide area networks (or WAN).
Microsoft Seeks Innovative Technologies
Microsoft (MSFT) wants to expand its innovation in the field of AI, blockchain, IoT (Internet of Things), and data analytics.
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.
This Drove Time Warner’s Top-Line Growth in 3Q17
In 3Q17, Time Warner’s theatrical products unit, which is part of its Warner Bros segment, reported $1.69 billion in revenues—up 5.6% YoY (year-over-year).
Oracle Exceeded Fiscal Q1 Estimates
Oracle’s non-GAAP EPS after adjustments came in at $0.71 per share, outperforming analysts’ estimate of $0.68 per share.
Can VMware Achieve Its License Revenue Outlook in Fiscal Q2 2019?
VMware remains optimistic about its License segment revenue in the upcoming quarter, buoyed by strong bookings growth.
Teradata’s International Business Looks Strong
In the last five quarters, Teradata’s International Data and Analytics division grew at a CAGR (compound annual growth rate) of 3.3%.
Can Symantec Maintain Strong Growth in Its Billings?
In fiscal Q4 2018, Symantec’s total billings increased 17.1% YoY to $1.6 billion.
Why Analysts Maintain a Neutral View on Symantec Stock
The average target price for Symantec provided by 29 analysts came in at $21.10 on August 27.
Why IBM Cloud Is Gaining Global Popularity with Start-Up Firms
IBM is gaining market share in the enterprise cloud space with a dominance in blockchain and Watson AI that are attracting start-up firms.
Why FireEye Stock Is Overvalued
On October 11, FireEye (FEYE) was trading at a forward EV-to-EBITDA multiple of ~26.1x as compared to the industry average of 8.1x.
How IBM’s New Multicloud Manager Could Boost Service Offerings
On October 15, IBM (IBM) introduced its Multicloud Manager, an open technology platform.
What’s Driving FireEye’s Annual Recurring Revenue Growth?
FireEye’s (FEYE) gradual shift towards a subscription-based business model continues to act as a key catalyst for the company’s ARR (annual recurring revenue) growth.
How Helix Can Create a Business Opportunity for FireEye
FireEye (FEYE) continues to enhance its Helix user interface platform on both cloud and on-premise infrastructure.
VMware’s Network Virtualization Product Is Gaining Popularity
VMware’s (VMW) NSX (network virtualization) product, which is derived from the acquisition of VeloCloud in December 2017, could drive the company’s license business.
IBM’s Stock Performance in 2018
As of October 9, IBM’s (IBM) closing price was $147.24 per share. IBM has a market capitalization of ~$134.4 billion.
How VMware Could Gain from 5G Investments
VMware’s (VMW) network virtualization capability makes it an ideal choice for telecom operators.
What Are VMware’s Latest Business Drivers?
VMware (VMW) is working to strengthen its already strong foothold in the network virtualization space.
IBM Stock: Analysts’ Recommendations
In the past year, IBM’s stock price showed slow growth momentum. During this period, IBM’s stock price only increased 1.57%.
Can Netflix Meet Its Domestic Outlook in Q3 2018?
Netflix (NFLX) expects its total domestic paid membership to reach 56.6 million in the third quarter.
Is IBM’s $12 Billion Free Cash Flow Goal on Track?
IBM (IBM) seems to be heading in the right direction to achieve its annual FCF (free cash flow) target of $12 billion.
IBM’s International Market: Strong Growth Momentum
IBM’s (IBM) international revenues, which include the EMEA and Asia-Pacific regions, continue to generate strong business.
How Netflix Can Meet Its International Membership Outlook in Q3
Netflix (NFLX) set a third-quarter net subscriber addition target of 4.35 million.
A Look at Netflix’s Revenue Target for Q3 2018
Netflix (NFLX) expects its Q3 2018 revenues, including its DVD business, to reach ~$4.0 billion, reflecting 33.6% year-over-year growth.
Analyzing IBM’s Operating Margin Trend
IBM’s operating profit in the second quarter was $3.4 billion—up 11% YoY. The operating margin for the same quarter was 16.9%.
ServiceNow to Acquire FriendlyData: Will It Help?
On October 10, ServiceNow (NOW) announced it will acquire start-up company FriendlyData. It didn’t reveal the financial terms of the deal.
Oracle Partners with LinkedIn to Boost HR Solutions
On October 10, Oracle (ORCL) formed a partnership with LinkedIn (MSFT) to streamline HR solutions.
Can IBM Beat Analysts’ Third-Quarter Earnings Estimate?
IBM (IBM) is expected to report its third-quarter financial results on October 16. Analysts expect IBM’s third-quarter EPS to be $3.4.
How the Strategic Alliance with Grab Could Help Microsoft
Microsoft (MSFT) Azure is set to be the preferred cloud platform of Grab, which will leverage Microsoft’s machine learning and AI tools.
Microsoft’s LinkedIn Expands, Acquires Glint
On October 8, Microsoft’s (MSFT) corporate social network platform LinkedIn bought Glint—an employee engagement platform.
Will Dividend Payment Policy Change Help Accenture Shareholders?
Accenture’s (ACN) board of directors decided to change its existing semi-annual dividend payment policy to a quarterly schedule beginning in the first quarter of fiscal 2020.
Oracle Introduces New Security and Risk Management Solution Tool
On October 4, Oracle (ORCL) introduced an AI-driven security and risk management solution tool for corporate customers.
How Acquisitions Are Contributing to Accenture’s Growth
In order to boost its Industry X.0 platform, Accenture (ACN) acquired Pillar Technology and Mindtribe in the fourth quarter of fiscal 2018.
Accenture Maintains Strong Share Repurchase Trends
Accenture (ACN) continues to drive investors’ returns through strong share buybacks and regular dividend payments.
How E5 Could Contribute to Microsoft’s Office 365 Business
Microsoft’s (MSFT) Office 365 products continue to see stable growth driven by demand from both the consumer and commercial spaces.
How Accenture’s Key Operating Segments Performed in Q4
The Communications, Media, and Technology (or CMT) unit continues to be a lucrative segment for Accenture (ACN).
Microsoft’s Server Business Shows Strong Momentum
Microsoft’s (MSFT) server business, which belongs to the Intelligent Cloud segment, continues to retain its solid growth momentum.
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.
Analyzing Accenture’s Geographic Performance
Accenture (ACN) witnessed strong growth in various geographic regions in the fourth quarter of fiscal 2018.
Microsoft Enhances Its Surface Portfolio
On October 2, Microsoft (MSFT) announced several enhancements to its Surface product portfolio.
IBM and Groupon’s Dispute Has Been Resolved
On October 1, IBM finally resolved its patent litigation case with Groupon (GRPN). Groupon paid IBM ~$57 million as a settlement.
Microsoft and Volkswagen Form a New Partnership
On September 28, Microsoft (MSFT) joined forces with German automaker Volkswagen to give car owners a new driving experience.
FireEye Sets Its Business Target through Channel Partners
FireEye’s (FEYE) channel sales seem to be picking up momentum driven by the different strategy the company has deployed to boost its business.
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.
Oracle Partners with Cleveland Clinic to Boost Healthcare Platforms
On September 27, Oracle formed a strategic alliance with Cleveland Clinic to enhance the clinic’s healthcare delivery system through Oracle cloud support.
IBM’s Food Trust Solution to Get a Boost from Walmart’s New Move
IBM’s Food Trust Solution may benefit as Walmart directed its vegetable suppliers to input their data in the blockchain by September 2019.
Can FireEye Products Become the First Line of Cyber Defense?
To boost its product portfolio, FireEye is investing in research and development, which is creating huge demand.
Why VMware Is Teaming Up with Microsoft
On September 25, VMware (VMW) announced a strategic alliance with Microsoft (MSFT).
Oracle’s NetSuite Banking as a Service Could Be Helpful
In order to give the banking system a different look, Oracle (ORCL) Netsuite introduced an open banking system called “Netsuite Banking as a Service.”
Can Nutanix Stock Sustain Strong Growth Momentum?
Nutanix’s (NTNX) share price continues to witness robust growth. In the last year, its stock has soared nearly 115.4%.
Oracle Is Betting High on Autonomous Database for Success
Oracle’s (ORCL) Autonomous Database, which can easily be accessed from the cloud, has the potential to mitigate Oracle’s lackluster cloud business.
Microsoft to Enhance Cloud Experience with AI-based Azure Data Box
On September 24, Microsoft (MSFT) introduced Azure Data Box Edge, which allows customers to actively deploy AI technology in their work premise.
What’s Driving Deferred Revenue Growth for Nutanix?
Nutanix has sustained strong growth in deferred revenue driven by growing contract wins and a strong product portfolio.
What Analysts Think about Disney Stock
The average target price for Disney is $120.54 as of September 24.
How Winning of Large Contracts Driving Nutanix Business?
Nutanix (NTNX) looks to strike large deals driven by its popularity in hyper-converged infrastructure (or HCI).
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.
Why Oracle’s ERP Product Holds the Key to Its SaaS Cloud Success
Oracle (ORCL) continues to boost its ERP (enterprise resource planning) product portfolio, mostly through acquisitions and launching new products.
Can Exchange Rates Hurt Oracle’s International Revenue?
Oracle’s (ORCL) international revenue seems to be under some pressure, particularly due to the strengthening of the US dollar.
How Accenture Is Enhancing Patient Healthcare Technology
The healthcare AI market seems to be showing strong growth momentum driven by the increased usage of machine learning applications.
IBM Provides Solution for Artificial Intelligence Management
On September 19, IBM introduced cloud-based bias-detection software that can manage the integration of artificial intelligence.
CA Joined Forces with Swisscom to Boost Open Banking Hub
On September 19, CA Technologies formed a strategic alliance with Swisscom, a leading telecom operator, to build an innovative Open Banking Hub.
Can IBM’s Partnership with IRIS.TV Boost Its AI Business?
On September 12, IBM and IRIS.TV teamed up to introduce Video Recommendations, which customizes AI-based video content to end users.
How IBM Cloud Could Contribute to Data Business Growth
IBM’s (IBM) enterprise cloud remains an integral aspect that drives its Watson AI business.
Could IBM Help Caesars Entertainment Boost Customer Experience?
IBM’s (IBM) global consulting firm Bluewolf has formed an alliance with Caesars Entertainment (CZR) to enhance its customer experience.
Accenture Extends Partnership with SAP to Support Oil and Gas
Accenture (ACN) has extended its alliance with SAP to build a SAP S/4HANA Cloud solution that could be useful to oil and gas companies.
How IBM Watson Could Gain from Existing Opportunities
IBM’s (IBM) Watson AI platform seems to be seeing higher adoption across the industry, driven by the ongoing digitalization trend.