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Anne Shields

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 Anne Shields

  • Overview: Micron Technology business segments
    Technology & Communications

    Overview: Micron Technology business segments

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

    By Anne Shields
  • Why Is DBaas Preferred over Traditional Databases?
    Earnings Report

    Why Is DBaas Preferred over Traditional Databases?

    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.

    By Anne Shields
  • Why Decline in LinkedIn Stock Made It a Potential Target
    Miscellaneous

    Why Decline in LinkedIn Stock Made It a Potential Target

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

    By Anne Shields
  • Oracle’s New ID Graph Offers Unique Features
    Company & Industry Overviews

    Oracle’s New ID Graph Offers Unique Features

    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.

    By Anne Shields
  • What Helped Microsoft Capture the Largest Market Share?
    Company & Industry Overviews

    What Helped Microsoft Capture the Largest Market Share?

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

    By Anne Shields
  • How IBM’s Strategic Imperatives Performed in Fiscal 4Q17
    Earnings Report

    How IBM’s Strategic Imperatives Performed in Fiscal 4Q17

    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.

    By Anne Shields
  • HP looks to rapid growth in 3D printing industry
    Earnings Report

    HP looks to rapid growth in 3D printing industry

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

    By Anne Shields
  • Adobe’s Digital Marketing segment is its strong pillar of growth
    Technology & Communications

    Adobe’s Digital Marketing segment is its strong pillar of growth

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

    By Anne Shields
  • Key strategies applied by Texas Instruments to achieve growth
    Earnings Report

    Key strategies applied by Texas Instruments to achieve growth

    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.

    By Anne Shields
  • How the Server Market’s Growth Impacted Oracle in Fiscal 1Q18
    Company & Industry Overviews

    How the Server Market’s Growth Impacted Oracle in Fiscal 1Q18

    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.

    By Anne Shields
  • Why Red Hat Stock Rose More than 4% This Week
    Earnings Report

    Why Red Hat Stock Rose More than 4% This Week

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

    By Anne Shields
  • Why Oracle Dominates the ERP Cloud Space
    Earnings Report

    Why Oracle Dominates the ERP Cloud Space

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

    By Anne Shields
  • Why Micron’s NAND is an important business segment
    Technology & Communications

    Why Micron’s NAND is an important business segment

    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.

    By Anne Shields
  • Why China Is a Good Opportunity for the Mobile Payment Market
    Company & Industry Overviews

    Why China Is a Good Opportunity for the Mobile Payment Market

    Third-party mobile payment services in China registered a total transaction volume of ~$197 billion in 2013—an increase of 707% on a YoY basis.

    By Anne Shields
  • Why Amazon Acquired PillPack
    Consumer

    Why Amazon Acquired PillPack

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

    By Anne Shields
  • EA’s Packaged Goods Segment’s Revenue Contribution Declined in 3Q15
    Earnings Report

    EA’s Packaged Goods Segment’s Revenue Contribution Declined in 3Q15

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

    By Anne Shields
  • Why HP Sold Its 51% Stake in H3C Technologies This Month
    Earnings Report

    Why HP Sold Its 51% Stake in H3C Technologies This Month

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

    By Anne Shields
  • Why Adobe Marketing Cloud ranks the highest amongst its peers
    Technology & Communications

    Why Adobe Marketing Cloud ranks the highest amongst its peers

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

    By Anne Shields
  • Why Salesforce Acquired Twin Prime
    Miscellaneous

    Why Salesforce Acquired Twin Prime

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

    By Anne Shields
  • Understanding VMware’s NSX Everywhere Strategy
    Company & Industry Overviews

    Understanding VMware’s NSX Everywhere Strategy

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

    By Anne Shields
  • What’s Oracle’s Value Proposition in the US Software Space?
    Company & Industry Overviews

    What’s Oracle’s Value Proposition in the US Software Space?

    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.

    By Anne Shields
  • Why Microsoft’s Capital Expenditure Has Risen
    Company & Industry Overviews

    Why Microsoft’s Capital Expenditure Has Risen

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

    By Anne Shields
  • IBM Led Peers in Patents in 2017
    Company & Industry Overviews

    IBM Led Peers in Patents in 2017

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

    By Anne Shields
  • Does Palo Alto Pose a Real Competition to FireEye in Cybersecurity?
    Company & Industry Overviews

    Does Palo Alto Pose a Real Competition to FireEye in Cybersecurity?

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

    By Anne Shields
  • Microsoft acquires Mojang, the popular developer of Minecraft
    Technology & Communications

    Microsoft acquires Mojang, the popular developer of Minecraft

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

    By Anne Shields
  • What Do VMware’s RSI and Beta Indicate?
    Miscellaneous

    What Do VMware’s RSI and Beta Indicate?

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

    By Anne Shields
  • Why Symantec Acquired SurfEasy
    Technology & Communications

    Why Symantec Acquired SurfEasy

    On November 6, 2017, Symantec (SYMC) announced that it had acquired SurfEasy. In this series, we’ll look at that deal and other factors driving Symantec’s performance.

    By Anne Shields
  • How Is Microsoft Ensuring Office 365’s Success?
    Company & Industry Overviews

    How Is Microsoft Ensuring Office 365’s Success?

    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 […]

    By Anne Shields
  • Why Intel’s tablet segment could get a boost from its Core M
    Technology & Communications

    Why Intel’s tablet segment could get a boost from its Core M

    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.

    By Anne Shields
  • Why Digital Media remains an integral segment for Adobe in 3Q14
    Technology & Communications

    Why Digital Media remains an integral segment for Adobe in 3Q14

    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.

    By Anne Shields
  • A lucrative sector: Why you should look to Asia’s gaming markets
    Technology & Communications

    A lucrative sector: Why you should look to Asia’s gaming markets

    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.

    By Anne Shields
  • AMD’s semi-custom is a high growth market
    Technology & Communications

    AMD’s semi-custom is a high growth market

    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.

    By Anne Shields
  • Why Oracle’s Marketing Cloud is integral to its growth
    Earnings Report

    Why Oracle’s Marketing Cloud is integral to its growth

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

    By Anne Shields
  • How IBM’s Strategic Imperatives Segment Performed in 3Q17
    Earnings Report

    How IBM’s Strategic Imperatives Segment Performed in 3Q17

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

    By Anne Shields
  • Why VMware Acquired CloudVelox
    Company & Industry Overviews

    Why VMware Acquired CloudVelox

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

    By Anne Shields
  • Why Red Hat Acquired Permabit
    Miscellaneous

    Why Red Hat Acquired Permabit

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

    By Anne Shields
  • uploads///microsoft cash
    Company & Industry Overviews

    How Microsoft Could Benefit from Trump’s Policies

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

    By Anne Shields
  • uploads///revenue margin
    Earnings Report

    A Close Look at Adobe’s Margins in Fiscal 2015

    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.

    By Anne Shields
  • uploads///marketing offering
    Company & Industry Overviews

    Oracle’s Position in the Marketing Cloud Space versus Peers

    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.

    By Anne Shields
  • uploads///Mkt cap
    Company & Industry Overviews

    Oracle’s Value Proposition: A Peer Comparison

    Oracle was trading at a forward EV-to-EBITDA multiple of ~8.6x on June 29, 2016.

    By Anne Shields
  • uploads///centriq
    Company & Industry Overviews

    Why Azure Could Help Microsoft Gain Dominance in the Cloud Space

    Azure is an integral contributor to Microsoft’s Commercial Cloud business, which had an annualized revenue run rate in excess of $14 billion. 

    By Anne Shields
  • uploads///cdaeefeecebc
    Earnings Report

    Fiscal 1Q16 Results Accelerated Adobe’s Stock Rise in 2016

    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.

    By Anne Shields
  • uploads///margins
    Earnings Report

    What margins, financials say about Nvidia’s growth prospects

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

    By Anne Shields
  • uploads///aurora oracle
    Company & Industry Overviews

    Why Microsoft Isn’t the Only Threat to Amazon’s Cloud Dominance

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

    By Anne Shields
  • uploads///cloud adoption
    Earnings Report

    What Can We Expect from Salesforce’s Fiscal 3Q17 Results?

    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.

    By Anne Shields
  • uploads///cyber security growth
    Earnings Report

    How SMAC provides growth opportunities for Symantec

    SMAC has led to increased security concerns and more global spending on cyber security, which is expected to reach $71.1 billion in 2014.

    By Anne Shields
  • uploads///margin
    Earnings Report

    Hewlett-Packard’s Split: Margins and Bargaining Power

    Hewlett-Packard had significant bargaining power with chip makers—like Intel (INTC). It remains to be seen how the split will impact its bargaining power.

    By Anne Shields
  • uploads///Apple
    Company & Industry Overviews

    Understanding Investors’ Response towards Apple’s Bond Sale

    Apple continues its bond sale trend in 2017 Earlier in this series, we discussed how IBM had continued its trend of share buybacks, and how the IT (Information Technology) sector continued to be the top spender among industries. In early February 2017, Apple (APPL) raised $10 billion in debt. The Financial Times, citing Dealogic estimates, stated […]

    By Anne Shields
  • uploads///Xamarin
    Miscellaneous

    Microsoft Infiltrates the Mobile App Space: The Xamarin Acquisition

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

    By Anne Shields
  • uploads///mobile subscriptions
    Company & Industry Overviews

    Microsoft Responds to Expected Surge in Enterprise Mobile Apps

    The launch of PowerApps holds importance, as the enterprise mobile apps market is expected to surge significantly.

    By Anne Shields
  • uploads///wearables
    Technology & Communications

    Salesforce.com partners with Accenture to tailor wearable devices

    Salesforce.com (CRM) announced a collaboration with Accenture (ACN. Both companies share an equal passion about wearable technology ruling the market in the future.

    By Anne Shields
  • uploads///gartner server
    Earnings Report

    IBM Systems Segment Failed to Benefit from Server Market Growth

    Despite growth in the server market after five quarters, IBM’s Systems segment failed to benefit from it.

    By Anne Shields
  • uploads///pixabay
    Earnings Report

    Why Symantec’s Fiscal 3Q18 Earnings Failed to Impress Investors

    Symantec (SYMC) reported fiscal 3Q18 revenues of ~$1.2 billion, missing the Wall Street estimate by $40.0 million.

    By Anne Shields
  • uploads///neptune
    Company & Industry Overviews

    Will Amazon’s Dominance in Cloud Affect Oracle’s Lead in Database?

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

    By Anne Shields
  • uploads///employees
    Technology & Communications

    Why HP resorted to layoffs to reduce its costs

    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.

    By Anne Shields
  • uploads///Public cloud
    Company & Industry Overviews

    Cloud Space Continues to See Consolidation in June

    The SMAC (social, mobile, analytics, and cloud) revolution has forced technology players to look for various avenues of growth in the rapidly changing environment.

    By Anne Shields
  • uploads///jpb cuts
    Company & Industry Overviews

    What Microsoft’s Layoff Announcement Says about Its Strategy

    The technology sector reported a 52.5% decline in workforce reductions to 23,813 for the first half of this year, compared to 50,161 announced in 1H16.

    By Anne Shields
  • uploads///Speculators SP
    Company & Industry Overviews

    Will Oracle Continue to Outperform the S&P 500 Index?

    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.

    By Anne Shields
  • uploads///Oracles revenues and margins
    Earnings Report

    SaaS, PaaS Playing a Role in Oracle’s Growing Net Margins

    In the past ten quarters including fiscal 1Q17, Oracle’s revenues have missed analyst expectations nine times.

    By Anne Shields
  • uploads///cybersecurity spending
    Earnings Report

    FireEye Finds New CEO: Will It Make a Difference?

    FireEye (FEYE) has announced that Kevin Mandia will be its new CEO after the current CEO David DeWalt steps down on June 15, 2016.

    By Anne Shields
  • uploads///split
    Earnings Report

    What does the future hold for Hewlett-Packard after the split?

    HP’s (HPQ) split into HP Inc. and HP Enterprise will finalize by November of 2015.

    By Anne Shields
  • uploads///opensource
    Company & Industry Overviews

    Open Source Continues to Get Attention from Technology Players

    IBM’s recent acquisitions show the company has increased investments in open source. The cloud revolution has acted as a catalyst to the increased adoption of open source technologies.

    By Anne Shields
  • uploads///sp
    Company & Industry Overviews

    Why Investors Are Optimistic about Tech Stocks

    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 […]

    By Anne Shields
  • uploads///SP
    Earnings Report

    What Drove Microsoft Stock to Touch an All-Time High

    On July 21, Microsoft (MSFT) stock crossed $74.3, its all-time high since the company became public in 1986.

    By Anne Shields
  • uploads///revenue growth trend
    Earnings Report

    Despite a Revenue Miss, Why Did Oracle Stock Receive an Upgrade?

    Oracle’s (ORCL) better-than-expected Cloud revenues led J.P. Morgan (JPM) to upgrade Oracle stock from “neutral” to “overweight.”

    By Anne Shields
  • uploads///surface hub invention
    Miscellaneous

    Surface Hub is Microsoft’s Priciest Hardware Offering

    Surface Hub features built-in advanced sensors, cameras, NFC, and microphones. Through the welcome screen, users can call or connect a personal device to display content on the screen.

    By Anne Shields
  • uploads///IBM mkt cao
    Company & Industry Overviews

    IBM’s Value Proposition in the US Software Space

    IBM was trading at a forward EV-to-EBITDA multiple of 8.77x on April 8, 2016. This was lower than Microsoft’s and Oracle’s at 10.22x and 9.10x, respectively.

    By Anne Shields
  • uploads///NPD games
    Earnings Report

    Sports Titles Helped Electronic Arts Exceed Analyst Expectations

    Sports titles led EA’s growth in 2Q16. In September 2015, EA launched FIFA 16 and NHL 16. According to the NPD Group, both games made the Top 10 Games list for September 2015.

    By Anne Shields
  • uploads///oracle saas and paas
    Earnings Report

    Oracle’s Cloud Offerings Dominated Its Fiscal 4Q17 Results

    In fiscal 4Q17, Oracle’s (ORCL) SaaS revenues grew 75% on a YoY basis to $1 billion.

    By Anne Shields
  • uploads///Threat analysis
    Miscellaneous

    How the Agile 3 Buyout Could Boost IBM’s Strategic Imperatives

    In sync with IBM’s Strategic Imperatives In the previous part of this series, we discussed IBM’s (IBM) acquisition of Agile 3 Solutions. According to IBM, Agile 3 Solutions marks the company’s 20th security-related acquisition aimed at enhancing its expertise in the cybersecurity space. Since 2015, IBM has employed or hired 1,900 security experts. It has also […]

    By Anne Shields
  • uploads///salesforce analyst recommendation
    Company & Industry Overviews

    What Are Analysts’ Recommendations for Salesforce’s Stock?

    Salesforce is a prominent player in the software space, along with Microsoft (MSFT), Oracle (ORCL), IBM (IBM), and SAP (SAP).

    By Anne Shields
  • uploads///revenues
    Earnings Report

    What does Intel’s revenue say about its growth prospects?

    Intel spent ~$11.5 billion on R&D, or research and development, in 2014. This represents ~21% of its total revenue—compared to 19% in 2013.

    By Anne Shields
  • uploads///services revenues
    Earnings Report

    Oracle’s Services Segment Performance in Fiscal 1Q16

    Oracle’s Services segment is composed of consulting, customer support, and education services for its products and services.

    By Anne Shields
  • uploads///GTX TitanX
    Earnings Report

    What Factors Make Nvidia Appeal to Investors?

    In 1Q16, Nvidia’s gaming revenue stood at $587 million—an increase of 25% on a YoY basis. For 2Q16, Nvidia expects revenue of $1.01 billion.

    By Anne Shields
  • uploads///Semiconductor
    Earnings Report

    Investing in Nvidia? Key Points to Consider First

    According to Nvidia, PC gaming represents approximately 40% of the global gaming market—more than phones, consoles, tablets, or any other single gaming segment.

    By Anne Shields
  • uploads///IDM
    Technology & Communications

    Why Mobile drives Intel’s foundry operations

    Huge investments are required to operate fabs. Unlike other chip makers, Intel (INTC) hasn’t outsourced its fabs. It has invested heavily in them over decades.

    By Anne Shields
  • uploads///CLOUD IaaS
    Earnings Report

    Oracle’s Focus on IaaS: A Need Rather Than an Opportunity

    Oracle’s (ORCL) new Software Licensing segment’s revenues declined in fiscal 3Q17, falling 15.8% to ~$1.4 billion.

    By Anne Shields
  • uploads///Car revolution
    Company & Industry Overviews

    Google Could Put Self-Driving Cars on the Roads by Summer 2015

    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.

    By Anne Shields
  • uploads///PC shipments
    Company & Industry Overviews

    PC Market Not Expected to Stabilize before 2017

    In calendar 2Q15, PC shipments fell globally by 9.50%. This situation is likely to continue through 2016 and isn’t likely to stabilize before 2017.

    By Anne Shields
  • uploads///synergy research
    Company & Industry Overviews

    What Has Boosted Oracle Stock So Far in 2017?

    Although UBS is wary of Oracle’s transition to the cloud, Oracle has managed to achieve high growth rates consistently in this space.

    By Anne Shields
  • uploads///semiconductor
    Earnings Report

    Intel leads the semiconductor market – good news for investors

    According to Gartner, Intel (INTC) dominates the semiconductor industry. In fiscal year 2014, Intel’s revenue was $55.9 billion—a growth of 6% on a YoY basis.

    By Anne Shields
  • uploads///PC Shipments
    Earnings Report

    Microsoft Needs to Watch Apple in the PC Market

    In 2Q15, Apple refreshed the MacBook Pro and the MacBook Air, and introduced the MacBook. MacBook Air and MacBook Pro now include Intel’s (INTC) Broadwell processor family.

    By Anne Shields
  • uploads///GPU
    Earnings Report

    Nvidia Gets the Goods from Graphics Processing Unit Biz in 2Q16

    Nvidia says that the customer base of the GeForce Experience PC gaming platform grew to 65 million, up from 38 million a year ago.

    By Anne Shields
  • Why AMD’s restructuring strategy will revive its operations
    Technology & Communications

    Why AMD’s restructuring strategy will revive its operations

    In 2011, AMD earned ~75% of its revenue from the PC market. As a result of a slowdown in the PC market, AMD (AMD) experienced a steep decline in its PC chip revenues.

    By Anne Shields
  • uploads///azure stack
    Consumer

    Microsoft and Avere Systems: A Step Forward in Hybrid Cloud?

    Recently, the hybrid cloud space has been seeing a lot of activity. Microsoft is not the only company interested in the hybrid cloud space.

    By Anne Shields
  • uploads///NAND Flash
    Earnings Report

    How Micron’s NAND Segment Performed in Fiscal 3Q15

    In fiscal 3Q15, NAND contributed 32% towards Micron’s (MU) overall revenues. NAND flash memory is a key component in tablets, ultrabooks, smartphones, and e-readers.

    By Anne Shields
  • uploads///Cell design
    Earnings Report

    Micron Targets 3D NAND to Raise Its Visibility in the NAND Space

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

    By Anne Shields
  • uploads///analysts opinion
    Technology & Communications

    How Wall Street Analysts View Oracle Stock

    Analysts’ views on Oracle stock Earlier in this series, we discussed Oracle’s (ORCL) technical indicators and its value proposition in the software space. Let’s take a look at the Wall Street analysts’ view of Oracle and its metrics. Of the 34 analyst recommendations for Oracle’s stock, only one was a “sell” recommendation. Close to 74% […]

    By Anne Shields
  • uploads///nm
    Company & Industry Overviews

    Why Have IBM’s 7-nm Chips Created Such Excitement?

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

    By Anne Shields
  • uploads///VMWARE SDN
    Earnings Report

    How Has VMware’s NSX Been Performing?

    In its fiscal 4Q16 earnings release, VMware shared that the company had closed an “NSX-only deal” that surpassed $10 million in the quarter.

    By Anne Shields
  • uploads///isight plat
    Earnings Report

    Why FireEye Partnered with Microsoft

    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.

    By Anne Shields
  • uploads///Currencies
    Earnings Report

    Dollar Appreciation Impacts IBM’s Growth in 2Q15

    IBM pointed to the strengthening US dollar for the decline in its revenues, which fell by 13.5% in fiscal 2Q15. On a constant currency basis, revenue only declined by 1%.

    By Anne Shields
  • uploads///PATENTS
    Earnings Report

    Z13 Systems Are Integral to IBM’s Mainframe Growth

    IBM stated that along with a $1 billion investment, it has invested five years and collaborated with more than 60 clients to bring the z13 to the market.

    By Anne Shields
  • uploads///payment system
    Company & Industry Overviews

    Apple Pay Is about to Face Serious Competition from CurrentC

    CurrentC generated a lot of interest in October 2014 when its backer MCX members—Walmart (WMT), Rite Aid (RAD), and CVS (CVS)—decided not to accept Apple Pay.

    By Anne Shields
  • uploads///NM
    Technology & Communications

    Why AMD entered into a partnership with Synopsys

    In September 2014, AMD (AMD) and Synopsys (SNPS) entered into a multi-year agreement. The partnership will give AMD access to a range of Synopsys’ intellectual property.

    By Anne Shields
  • uploads///Hardware
    Earnings Report

    IBM’s Hardware Segment Is Far from Reporting Revenue Growth

    IBM’s Hardware segment was the worst-hit operating segment in fiscal 3Q15, registering a revenue fall of 39% on a year-over-year basis to $1.5 billion.

    By Anne Shields
  • uploads///bitcoin users
    Company & Industry Overviews

    After Microsoft R3CV Deal, Bank of Ireland Shared Blockchain Trial

    On April 5, 2016, the Bank of Ireland (IREBY) stated that in collaboration with Deloitte, the bank has successfully finished a joint proof-of-concept blockchain trial.

    By Anne Shields
  • uploads///bbaafcefefcdbcaadece
    Consumer

    Why VMware’s Stock Could Rise after Its 2Q16 Results

    Despite providing weak guidance for 2016, VMware’s (VMW) 1Q16 results beat analysts’ estimates, which helped its stock to rise by 10% after its results were released.

    By Anne Shields
  • uploads///ad revenue growth
    Miscellaneous

    Why Cognizant Acquired Mirabeau

    Agreeing straight away to Elliott Management’s “suggestion,” Cognizant (CTSH) announced the acquisition of Mirabeau on November 29, 2016.

    By Anne Shields
  • uploads///OS
    Miscellaneous

    Microsoft’s Xamarin Buyout: A Fight for Position among Developers

    Microsoft’s Xamarin’s buyout appears to be aimed at attracting developers keen on creating apps for devices that have a more extensive customer base.

    By Anne Shields
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