More From Anne Shields
Overview: Micron Technology business segments
According to information technology research company Gartner, Micron held tenth position in the worldwide semiconductor market in 2012.
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.
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.
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.
What Helped Microsoft Capture the Largest Market Share?
Microsoft (MSFT) is behind only Amazon (AMZN) in the overall cloud space.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Why Amazon Acquired PillPack
It seems the overall tech sector is on an acquisition spree. On June 28, Amazon announced its acquisition of PillPack.
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.
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.
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.
Why Salesforce Acquired Twin Prime
Salesforce continued its spree in December 2016 with its acquisition of Twin Prime, a startup focused on machine learning.
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.
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.
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.
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.
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.
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.
What Do VMware’s RSI and Beta Indicate?
VMware’s 14-day RSI is 49, indicating that the stock is neither overbought nor oversold.
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.
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 […]
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.
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.
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.
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.
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.
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.
Why VMware Acquired CloudVelox
In late February 2018, VMware announced its acquisition of CloudVelox, taking its hybrid cloud to the next level.
Why Red Hat Acquired Permabit
Permabit specializes in cleaning up corporate data to make data access faster and data storage more efficient.
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.
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.
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.
Oracle’s Value Proposition: A Peer Comparison
Oracle was trading at a forward EV-to-EBITDA multiple of ~8.6x on June 29, 2016.
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.
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.
What margins, financials say about Nvidia’s growth prospects
PC gaming and accelerated computing played strong roles in the expansion of margins for Nvidia.
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.
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.
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.
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.
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 […]
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.
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.
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.
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.
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.
Will Amazon’s Dominance in Cloud Affect Oracle’s Lead in Database?
Amazon Neptune marked the company’s entry into the graph database market.
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.
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.
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.
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.
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.
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.
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.
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.
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 […]
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.
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.”
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.
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.
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.
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.
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 […]
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).
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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% […]
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.
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.
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.
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%.
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.
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.
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.
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.
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.
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.
Why Cognizant Acquired Mirabeau
Agreeing straight away to Elliott Management’s “suggestion,” Cognizant (CTSH) announced the acquisition of Mirabeau on November 29, 2016.
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.