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 AMD’s computing and graphics segment is having trouble
In 3Q14, AMD’s computing and graphics segment reported a quarter-over-quarter and year-over-year decline in its revenues of 6% and 16%, respectively.
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.
How Has Einstein Enhanced Salesforce Sales Cloud?
Einstein High Velocity Sales Cloud launched Earlier in this series, we discussed how Microsoft’s (MSFT) and Adobe’s (ADBE) partnership poses a threat to Salesforce (CRM) in the cloud space. Earlier this month, Salesforce announced the launch of Einstein High Velocity Sales Cloud. Aimed at mechanizing CRM (customer relationship management) and sales tasks, the package of […]
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.
How Will Grapeshot Enhance Oracle’s Data Cloud?
Over the years, Oracle has made several acquisitions to expand its digital marketing and advertising solutions business in order to leverage the rising trend of social media.
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 memory product selling prices could impact Micron’s stock
The semiconductor industry requires huge investments, making it a capital-intensive industry. On average, equipment needs to be replaced each three to five-year time period.
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.
How High Cloud Growth Is Helping Microsoft
In fiscal 3Q18, Azure grew 93%, and Office 365 grew 42%.
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.
Why Concur expects to boost its business by being part of SAP
In June 2012, Concur got a 15-year contract to supply travel and expense software to multiple federal agencies. SAP (SAP) has an existing relationship with federal agencies. Concur is known for its business software. Concur and SAP will be able to expand their relationship across the globe. They will expand to other governments and agencies.
What Industry Analysts Say about IBM after the 2Q17 Results
Seasonality is expected to weigh on IBM’s fiscal 3Q17 results. IBM expects a sequential fall of almost $1 billion in its revenue.
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.
What Comes after Dell–EMC, WDC–SNDK Deals in the Storage Space?
SanDisk (SNDK), which was eagerly looking for a buyer, found one in Western Digital (WDC). WDC agreed to buy SanDisk for $19 billion.
Why FireEye’s Dependence on the US Market Is Good News
While Palo Alto Networks (PANW) poses the biggest threat to Cisco Systems’ (CSCO) dominance in security appliance space, FireEye (FEYE) aims to be a player.
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.
How Have IBM’s Cloud Offerings Performed in Fiscal Year 2014?
In 2014, IBM’s (IBM) cloud-related technologies generated revenues of $7 billion, a 60% increase on a year-over-year basis.
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 […]
Symantec’s Value Proposition in the Cybersecurity Space
Symantec’s scale in the cybersecurity space So far in this series, we’ve looked at Symantec’s (SYMC) performance in fiscal 2Q18. We’ve discussed its segment-wise performance and factors that could boost its prospects in the rapidly growing cybersecurity space. In this part, we’ll compare Symantec’s value proposition with peers’. On November 27, 2017, Cisco Systems (CSCO), with a market […]
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.
How Oracle and Peers Contributed to the S&P 500’s Performance in 2017
As seen in its partnership with Symantec (SYMC), Oracle (ORCL) is a key player in the tech sector, which is dominated by cloud computing technology.
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 Is Salesforce Stock a ‘Buy’ for UBS?
On the insistence of its shareholders, Salesforce has backed away from its prior decision to buy Twitter (TWTR).
How Optevia Acquisition Will Boost IBM’s Strategic Imperatives
IBM’s strategic imperatives relate to the company’s investment in cloud, analytics, mobile, social, and security technologies.
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.
Why IBM is Keen on the Digital Agency and Marketing Space
IBM is not the only company in the IT sector that is keen on the digital agency and marketing space. Accenture (ACN) recently acquired Boomerang Pharmaceutical Communications in December 2015.
What Does FireEye’s Billings Growth Say about Its Future?
For 3Q17, FireEye expects its revenues and billings to stand in the range of $183 million–$189 million and $190 million–$205 million, respectively.
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.
Behind Salesforce’s Increase in Software Spending in 2017
Global IT spending is projected to reach nearly $3.5 trillion in 2017.
Why Private Equity Firms Are Pursuing Rackspace
Increased competition in the cloud space has significantly impacted Rackspace’s growth.
What Oracle’s Leadership in B2B Commerce Suites Means
According to Forrester Research, the US B2B (business-to-business) digital commerce market is expected to grow at a compound annual growth rate of 7.7%, from $780.0 billion in 2015 to $1.1 trillion in 2018.
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 […]
With the StrongLoop Buyout, IBM Continues to Focus on Open Source
IBM, a founding member of Node.js Foundation, aims to strengthen its ties with the open source community through StrongLoop’s acquisition and its integration with the majority of its offerings.
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.”
Intuit Shares Fell Steeply after August Divestiture Announcement
Intuit shares fell steeply, nearly 19%, in August 2015. This followed the company’s fiscal 4Q15 results and the announcement of the divestiture of three of its software products.
Why S&P 500 Could Reach New Highs This Week
The S&P 500 (VOO) index recorded its 13th record high this week. On January 26, 2018, it rose 1.2%, its biggest gain in the last 11 months.
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.
Salesforce Stock: Most Analysts Recommend ‘Buy’
Wall Street analysts’ views on Salesforce stock Earlier in this series, we discussed how growing competition in the cloud space could halt Salesforce (CRM) double-digit revenue growth. We also discussed the company’s initiatives to overcome this. Salesforce is a prominent player in the software space, along with Microsoft (MSFT), Oracle (ORCL), IBM (IBM), and SAP (SAP). […]
Why AMD targets the embedded computing market
In September 2013, AMD (AMD) announced its plan for the embedded computing market. It offered ARM and x86 processors. AMD catered to the rapid changes in the technology market.
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 Tax Reforms Could Affect Adobe
In late January 2018, Adobe (ADBE) announced that the new tax law would have a positive impact on the company and its investors.
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.
FireEye Comes Up Short of Analysts’ Expectations in Fiscal 1Q16
FireEye (FEYE) reported its fiscal 1Q16 earnings on May 5, 2016. Like fiscal 4Q15, revenues failed to meet analysts’ expectations.
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.