Anne Shields

According to information technology research company Gartner, Micron held tenth position in the worldwide semiconductor market in 2012.

DBaaS makes it easier to build applications in the cloud. This is why DBaaS is expected to become a dominant deployment model for all databases.

LinkedIn’s stock, which traded at $269 in February 2015, fell to one of its lows of $101.11 in February 2016.

Oracle ID Graph’s unique feature is that it separates device-based identifiers and mobile devices that allow marketers to send a message to these devices directly.

Microsoft (MSFT) is behind only Amazon (AMZN) in the overall cloud space.

Earlier in the series, we discussed IBM’s (IBM) geographical revenues and the impact of currency fluctuations, especially the US dollar’s (UUP) impact on the company’s fiscal 4Q17 results.

According to Gartner, there are seven technologies making up the current 3D printing industry. Material extrusion is expected to lead growth in the market.

The Digital Marketing segment of Adobe (ADBE) provides solutions and services for creating, managing, and executing advertising and marketing initiatives.

Texas Instruments Incorporated (TXN) planned its strategic exit from it back in September 2012. It instead dedicated its strategic and R&D investments toward becoming a pure analog and embedded processing company.

According to Gartner, server market revenues grew 2.8% to ~$13.9 billion, while shipments grew 2.4% to ~2.8 million units in 2Q17.

In the last seven years, Red Hat has met or exceeded analysts’ expectations each quarter with few exceptions.

In fiscal 1Q18, Oracle’s Cloud ERP business grew 90%, excluding NetSuite’s contribution, and reached an annual run rate of $1.3 billion.

These products offer higher performance, reduced power consumption, and better reliability when compared to traditional hard disk drives. This explains the product’s popularity and rapid proliferation as a data storage medium.

It seems the overall tech sector is on an acquisition spree. On June 28, Amazon announced its acquisition of PillPack.

Electronic Arts’ (EA) Packaged Goods segment includes games created and published by the company for consoles, handheld devices, and PCs.

On May 21, 2015, HP (HPQ) officially announced the sale of its 51% share in H3C Technologies to China-based Tsinghua Holdings subsidiary, Unisplendour.

Through the acquisition of Omniture, an analytics platform, in 2009, Adobe (ADBE) forayed into the digital marketing space. Omniture is now called Adobe Analytics.

Salesforce continued its spree in December 2016 with its acquisition of Twin Prime, a startup focused on machine learning.

VMware’s NSX is a networking platform that can manage and control any virtualized networking environment, irrespective of endpoints.

As of December 26, 2017, Microsoft (MSFT), with a market cap exceeding $650 billion, continued to be the largest software player. Oracle came in second.

In fiscal 3Q18, Microsoft’s capital expenditure was $3.5 billion, with most going toward data center expansion.

Earlier in the series, we discussed IBM’s improved position in the cloud space due to its prowess in the hybrid cloud space.

FireEye (FEYE) employs malware sandboxing technology to identify advanced security threats before they intrude and infect a network.

In September 2014, Microsoft (MSFT) announced its acquisition of Mojang, a Swedish company popular for its game Minecraft, for $2.5 billion.

VMware’s 14-day RSI is 49, indicating that the stock is neither overbought nor oversold.

Microsoft Teams for Office 365 Microsoft’s (MSFT) aim is to boost Office 365’s adoption by including new and efficient features. In fiscal 4Q17, to target education, Microsoft launched Microsoft Teams in Office 365. Microsoft Teams is a chat-centered workspace that requires the Office 365 subscription. It enables the members to access the team’s content instantly from […]

Intel Core M processors, or Lama Mountain, are expected to be available by the end of October 2014. They should lead to more design wins for Intel.

The Digital Media segment of Adobe (ADBE) provides tools and solutions that enable individuals, businesses, and enterprises to create, publish, promote, and consequently monetize their digital content anywhere.

With each passing day, the prices for handsets such as Google’s (GOOGL) Android and Apple (AAPL) iOS devices are falling. This trend has played a key role in the popularity of games, especially among youth, benefiting the gaming industry.

AMD (AMD) provides customized silicon chip solutions to original equipment manufacturers (or OEMs). The chip solutions are found in a variety of products. They help product development.

Oracle’s Marketing Cloud allows customers to run marketing campaigns and manage data related to those campaigns on web, social, mobile, and email.

IBM’s Strategic Imperatives segment is increasingly focused on IoT (Internet of Things), AI (artificial intelligence), and Blockchain technologies.

In late February 2018, VMware announced its acquisition of CloudVelox, taking its hybrid cloud to the next level.

Permabit specializes in cleaning up corporate data to make data access faster and data storage more efficient.

Microsoft’s cash and short-term investment balance of $136.9 billion was on the top of the list for the fourth straight quarter.

A reduction in operating expenses, primarily sales and marketing (or S&M) and general and administrative (or G&A) expenses, led to an expansion in Adobe’s margins.

Over past couple of years, Oracle, SAP (SAP), and Salesforce (CRM) have aggressively turned to acquisitions in order to strengthen their footholds in the marketing cloud space.

Adobe’s stock has risen by 13% in 2016. Its stock had a successful run in 2015. The subscription business model led to more predictable recurring revenue.

PC gaming and accelerated computing played strong roles in the expansion of margins for Nvidia.

In late 2016, Oracle (ORCL) launched the second generation of its IaaS (infrastructure-as-a-service) offering, Oracle Bare Metal Cloud.

For fiscal 3Q17, analysts expect Salesforce (CRM) to post revenue and non-GAAP EPS (earnings per share) of ~$2.12 billion and $0.21, respectively.

On February 24, Microsoft announced that it will acquire Xamarin, a mobile app platform provider. Financial details of the deal were not disclosed.

Amazon Neptune marked the company’s entry into the graph database market.

Social, mobile, analytics, and cloud (or SMAC) is a disruptive technology that’s transforming the current IT environment at a rapid pace. Many technology leaders, who failed to acknowledge its importance or were slow in embracing it, are suffering. HP has been impacted by SMAC.

Earlier in this series, we discussed the factors that might impede Oracle’s (ORCL) dominance in the database space, which is also the company’s cash cow.

The tech sector’s competitive edge So far in this series, we’ve discussed the potential effects of Trump’s proposed tax reform on prominent tech stocks such as Apple (AAPL), Microsoft (MSFT), IBM (IBM), and Amazon (AMZN). Tech companies continue to be preferred by investors due to their proprietary technological expertise and large cash balances. Their technical […]

With a fleet of almost 20 self-driving cars, Google now averages ~10,000 self-driving miles per week. Google claims that its cars have 75 years of US adult driving experience.

Micron (MU) in its fiscal 3Q15 presentation stated that it plans to start volume production of 3D NAND by the end of 2015.

With the development of 7-nm chips, IBM has surpassed Intel, which is still working on 10-nm chips.

Following in the footsteps of tech giants IBM (IBM) and Microsoft (MSFT), which partnered to expand and strengthen their offerings, FireEye is also entering an industry partnership with Microsoft.