Anne Shields

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.

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

To boost its position in the cybersecurity space, Symantec has strategically chose to acquire Blue Coat.

According to the New York Times, Symantec’s acquisition of Blue Coat was expected since it’s in line with Silver Lake’s working methods.

Amazon’s AWS (Amazon Web Services), Microsoft Azure, and Google Cloud all include enterprise AI solutions such as translation, NLP (natural language processing), and image recognition.

Microsoft revised its corporate strategy “mobile first cloud first” in accordance with the change in the IT landscape. It’s going through the SMAC revolution.

Red Hat (RHT), a leading Linux software and open-source provider, was the latest in the technology space to announce its fiscal 4Q16 earnings.

Focus on Marketing Cloud Earlier in this series, we discussed Salesforce’s (CRM) acquisition of Sequence. On February 20, 2017, Salesforce shared that it has been positioned as a leader by Gartner in its February 2017 Magic Quadrant for Digital Marketing Hubs report. Salesforce’s Marketing Cloud CEO and chief analytics officer Bob Stutz said that “we believe Salesforce’s […]

In 1Q17, Microsoft’s (MSFT) Azure revenues rose 121.1% in constant currency terms, with its computing usage, more than doubling on a YoY basis.

On August 25, Salesforce, along with the announcement of its Lightning platform for its Sales Cloud, launched Financial Services Cloud, its first industry-specific offering.

Plexxi’s acquisition has given HPE access to networking, which is considered crucial to enterprise cloud infrastructure.

At present 3D NAND is less efficient than 16-nm, but it is expected to surpass 16-nm in the future. Thus, Micron will see expansion in its gross margins from the NAND business.

On July 26, 2016, SAP (SAP) announced that that it was, once again, ranked as a leader by Forrester Research.

In March 2014, Intel (INTC) announced that it invested $740 million in Cloudera—in return for an 18% stake ownership in the company.

On March 1, Cisco announced the acquisition of CliQr Technologies for $260 million. CliQr provides application-centric hybrid cloud management software.

On completion of the LogMeIn-GoToMeeting merger, Citrix shareholders will get ~27.6 million shares.

Let’s take a look at how IBM’s (IBM) Global Business Services (or GBS) segment performed in 1Q17. The GBS segment’s revenue fell 2% to $4.0 billion in the quarter.

In 2016, Salesforce has continued to report double-digit growth and was ranked as the most innovative company by Forbes for the sixth straight year.

Continued sluggishness in computer market  In the previous part, we discussed Symantec’s (SYMC) latest acquisition of LifeLock. PC (personal computer) shipments fell for the eighth consecutive quarter in 3Q16. Gartner said that this was “the longest duration of decline in the history of the PC industry.” Let’s discuss how this acquisition is going to enhance its […]

In fiscal 2016, Oracle reported ~$2.9 billion in cloud revenue. Oracle is making progress in the space and expects 65% growth in the space in fiscal 2017.

Sticking to its strategy to grow Strategic Imperatives, IBM announced a cloud partnership with Red Hat (RHT) in late March 2017.

The sequential binding of applications through the use of middleware is known as enterprise application integration (or EAI).

Microsoft has extended its partnership with Lenovo, a leading vendor in the PC space, because it generates the majority of its revenue from the PC market.

The primary reason for Rackspace’s slow revenue growth in spite of increased preference for the cloud,is a change in its strategy.

The double-digit growth of open source databases is posing an additional threat to Oracle, which has a revenue share of 48.3% in this space.

Teradata primarily generates revenues from data and analytics and marketing applications. Its core business is struggling, as data warehouses are increasingly moving toward the cloud.

According to IBM, with Promontory’s integration into Watson, Watson’s capabilities will get a significant boost.

The rising cost of manufacturing chips caused a decline in IBM’s (IBM) volume base. It forced the company to divest the business.

Oracle’s newly launched cloud offerings are a step forward in Oracle’s strategy to shift its database and CRM business to the cloud.

Once customers adopt specific operating systems, it would be very difficult for them to even consider changing it.

Salesforce is currently on the acquisition bandwagon. In mid-September 2016, it announced its acquisition of Gravitytank.

AMAT earns approximately 30% of its revenue from Taiwan, a share that has consistently risen in recent years.

Despite exceeding analysts’ estimates, IBM stock fell after the earnings announcement on April 18, 2016. It was IBM’s 16th consecutive quarter of revenue decline.

For fiscal 2Q16, Intuit expects to post revenue and EPS of $880–$900 million and $0.17–$0.20, respectively. These exceed analysts’ estimates for revenue and EPS of $823.9 million and $0.05, respectively.

Microsoft’s current acquisition spree has come as no surprise, considering the rapidly changing IT space and the significant cash reserves it has.

Microsoft holds $108.3 billion worth of earnings overseas, which accounts for 4.7% of the total overseas cash held by S&P 500 companies.

Except for Oracle’s relational databases, all other databases—especially MySQL—are losing to NoSQL databases.

Enterprise resource planning (ERP) is a product domain-focused software solution that manages and integrates all facets of business.

On March 24, 2016, Oracle (ORCL) announced a new service in the cloud: Oracle Cloud at Customer. It’s a hybrid structure in which a client can run the workload on-premise or in Oracle cloud.

IBM’s GBS revenue fell by 4.3% to $4.1 billion in fiscal 1Q16. On a constant currency basis, this decline amounted to 2.3%.

Oracle’s support and maintenance revenues account for nearly half of its total revenues. Continued growth of this revenue segment is crucial to Oracle’s growth.

The tech sector was the only S&P 500 sector that had more cash than debt per share in 2015, but the majority of cash was held by Microsoft, IBM, and Google.

On July 28, 2016, Oracle (ORCL) announced the acquisition of NetSuite for $9.3 billion. Oracle is paying roughly $109 per share for each NetSuite stock.

In August 2014, Intel (INTC) shared details about its development with 14nm technology. 14nm succeeds Intel’s 22nm technology.

In this part, we’ll look at Adobe’s operating segments: Digital Media, Digital Marketing, and Print and Publishing. Digital Media contributed the most to Adobe’s overall revenue.

In fiscal 3Q18, VMware unveiled two offerings: VMware AppDefense and PKS (Pivotal Container Service).

VMware, now owned by Dell, was ranked second after Microsoft (MSFT) in the cloud infrastructure software space.

IBM’s partnership with Apple is especially appealing. Watson Health will bring cloud services and analytics to Apple’s HealthKit and ResearchKit.

After the Bluewolf acquisition is finalized, the company will become part of IBM’s iX, or Interactive Experience, unit.

Moore’s Law holds an important place in the semiconductor space. It’s a law that was based on an observation by Gordon Moore. Moore co-founded Intel in 1968.