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
ConsumerVMware’s Acquisition of VeloCloud: Start of Mergers in SD-WAN?
Could VMware’s (VMW) acquisition of VeloCloud be the start of an M&A (merger and acquisition) spree in the SDN space? We’ll have to wait and see. Company & Industry OverviewsCompetition Has Heated Up in the Marketing Cloud Space
Oracle has stated that Maxymiser—its recent acquisition in marketing cloud—will enhance its offering to manage marketing programs spanning digital channels and customer lifecycle. Earnings ReportSymantec: Information Management Didn’t Grow in Fiscal 1Q16
In fiscal 1Q16, Symantec’s Information Management—Veritas—posted revenue of $587 million. This was a fall of 10% on YoY (year-over-year) basis. Technology & CommunicationsWhy Micron’s management is optimistic about DRAM growth
Information technology researcher Gartner expects the smartphone market to grow at an average rate of 10% in the next five years. And, the PC market will continue to decline during that period. Company & Industry OverviewsA Peek at Oracle’s Autonomous Database Cloud
Last month, at the Oracle OpenWorld conference, Oracle unveiled its Oracle Autonomous Database Cloud, its next-generation database. Technology & CommunicationsWhy Micron’s position in the DRAM market may be under threat
Samsung is expected to initiate manufacturing of DRAM wafers by the end of 2014, with a focus on PC DRAM. In the second half of 2015, its maximum S3 DRAM capacity is expected to reach 60,000 per month. Earnings ReportWhat Enabled Adobe to Raise Its Digital Media ARR?
The continued migration of Creative Suite and the addition of new Creative Cloud subscriptions contributed towards Adobe’s subscription growth. FinancialsMust-know: Concur is the biggest acquisition in SAP’s history
Since 2010, SAP AG (SAP) spent more than ~$12 billion on acquisitions. Concur Technologies is the largest acquisition in SAP’s 42-year history. In its 2Q14 results, most of SAP’s growth was from its cloud business—approximately $1 billion annually. Concur’s management mentioned that they expect to end fiscal year 2014 with ~$690 million.Consumer Why the video gaming industry is attracting so much investment
Mergers and acquisitions aren’t uncommon. In fact, they play an integral role in the growth of the video gaming industry. Earnings ReportWill Adobe’s Creative Cloud Continue Its Growth in Fiscal 1Q16?
Adobe’s Creative Cloud subscriptions surpassed analyst expectations in fiscal 4Q15, showing that Adobe’s transition towards the subscription model is happening at a faster pace than expected. Earnings ReportCitrix’s GoToMeeting Is Now a Part of LogMeIn
The combined conferencing business of LogMeIn and GoToMeeting is expected to bring in $1 billion pro forma revenues in its first year. ConsumerWhy Oracle’s cloud growth lags behind IBM and other peers
Oracle is lagging behind its competitors in taking up the opportunity provided by the high-growth cloud services market. Technology & CommunicationsUnderstanding Oracle’s LogFire Acquisition
After the acquisition, LogFire’s WMS (warehouse management applications) solutions will be integrated into Oracle’s SCM (supply chain management) cloud. Earnings ReportA Look at Microsoft’s More Personal Computing Segment in 1Q18
More Personal Computing revenue flat Previously, we discussed Microsoft’s (MSFT) Intelligent Cloud segment’s performance. In this part, we’ll look at how its MPC (More Personal Computing) segment performed in fiscal 1Q18. Microsoft’s MPC segment, as the name suggests, is highly dependent on the PC (personal computer) market, drawing close to ~50% of its total revenue […] Technology & CommunicationsWhy FireEye Could Be Seen as an Acquisition Target
FireEye has frequently been considered as a potential takeover target, and its transition toward a subscription business model makes it an attractive option. MiscellaneousWhy Oracle Acquired DataScience.com
Now, let’s take a look at Oracle’s (ORCL) acquisition of DataScience.com, which it announced last month. Company & Industry OverviewsHow FireEye’s CEO Is Approaching the Security Field
In its most recent quarter, FireEye strengthened its HX with Exploit Guard to facilitate behavioral analysis. HX protects network end points from malware. Company & Industry OverviewsMicrosoft’s Productivity and Business Processes Segment
In fiscal 4Q18, Microsoft expects Productivity and Business Processes revenue of $9.6 billion–$9.8 billion. Company & Industry OverviewsAssessing VMware’s End-User Computing in 4Q18
Workspace ONE, VMware’s digital workspace platform, integrates EMM (enterprise mobility management) with identity and digital workspace capabilities. Technology & CommunicationsWhy Oracle Acquired Vocado
On April 30, Oracle (ORCL) announced its acquisition of cloud-based financial aid solution Vocado. Technology & CommunicationsHow Industry Analysts Feel about Oracle-Aconex Deal
Oracle is not expected to face major competition from domestic players. Company & Industry OverviewsComparing Microsoft’s Research Spending to Amazon’s
Amazon (AMZN) once again topped the list of US companies’ spending on research and development last year. Company & Industry OverviewsHow VMware’s vSAN Performed in Fiscal Q1 2019
Earlier in the series, we discussed double-digit growth in VMware’s (VMW) revenue. Technology & CommunicationsWhat Microsoft’s PlayFab Acquisition Tells Us
Now that we’ve discussed how PlayFab’s acquisition could complement Microsoft’s Azure gaming capabilities, we have to wonder what the acquisition indicates.Company & Industry Overviews Why NVIDIA’s GPU is an integral part of its growth
Since GPUs are installed into every system or PC before they’re shipped, they indicate the PC market’s health. The Gaming PC segment requires higher-end GPUs. Technology & CommunicationsWhy 3D NAND should drive Applied Materials’s growth
The market share for 3D NAND is expected to reach 20% in 2015, and this technology is expected to account for the majority of total flash shipments by 2017. Technology & CommunicationsWhat Tokyo Electron acquisition means for Applied Materials
Applied Materials’s merger with Tokyo Electron is expected to provide Eteris with a 25% market share in the chip manufacturing equipment market. Technology & CommunicationsWhy IBM sold its semiconductor division to Globalfoundries
In its 3Q14 results, IBM (IBM) announced the sale of its semiconductor operations to Globalfoundries. IBM will pay Globalfoundries $1.5 billion over next three years. ConsumerWhy IBM announced a partnership with Apple
In July 2014, IBM Corp. (IBM) announced its partnership with Apple Inc. (AAPL). IBM wants to make a space for itself in the enterprise mobility space. Technology & CommunicationsWhy Oracle Continues to Be the Undisputed Leader of the DBMS Space
The DBMS (database management systems) space grew 8.7% to $35.9 billion and is expected to be a $50-billion market by 2017.Technology & Communications Why “Application software” is important in the software industry
Application software is the software that you install on your operating system. Technology & CommunicationsWhy Did Microsoft’s Stock Fall after LinkedIn Offer?
After Microsoft’s announcement, LinkedIn’s stock rose 47% to $192.21 while Microsoft’s stock fell 2.6% to $50.14 on June 13, 2016. Technology & CommunicationsWhy Microsoft Acquired Avere Systems
In the first week of January 2018, Microsoft (MSFT) announced the acquisition of Avere Systems, which provides caching and file storage services in private data centers and the public cloud. ConsumerA Look at Amazon’s Acquisition Strategy
Amazon has been a conservative buyer, but this trend seems to be changing since 2017. Company & Industry OverviewsHow Oracle’s Soar Could Help It in the Cloud Space
Earlier, we discussed Oracle’s newest offering, Oracle Cloud, which will ease the migration of ERP (enterprise resource planning) systems to the cloud. MiscellaneousWhy Adobe Acquired Magento
On May 21, Adobe (ADBE) announced its acquisition of Magento Commerce for $1.7 billion. MiscellaneousWhy SAP Acquired Coresystems
On June 5, German-based (EWG) SAP AG (SAP) announced its acquisition of CoreSystems. Company & Industry OverviewsHow Hyperscalers Impact Growth in the Server Market
Hyperscalers drove volume demand in the server market Earlier, we discussed growth in the server market, wherein the high-end segment benefited from the launch of IBM’s (IBM) z14 mainframe. According to Sanjay Medvitz, a senior research analyst at IDC, “ODMs [original device manufacturer] continue to be the primary beneficiaries from hyperscale server demand. Some OEMs […] Company & Industry OverviewsHow Markets Feel about Oracle’s Autonomous Database Technology
In its mid-February report, Oracle was once again positioned highest among other players owing to its “ability to execute” in Gartner’s Magic Quadrant for Data Management Solutions for Analytics. Company & Industry OverviewsHow Oracle Is Promoting Oracle Autonomous Data Warehouse Cloud
On March 27, 2018, at an Oracle event, Oracle announced the global availability of Oracle Autonomous Data Warehouse Cloud. Company & Industry OverviewsOracle’s Position in Configure, Price, and Quote Application Suites
In January 2018, Germany-based SAP (SAP) announced the acquisition of Callidus Software for $2.4 billion. Company & Industry OverviewsWhat Technical Indicators Say about Microsoft Stock?
As of February 26, 2018, Microsoft stock had risen ~2.4% and 0.15% for in trailing-five-day period and the trailing-one-month period, respectively. Technology & CommunicationsHow Wall Street Analysts View Oracle Stock
Of the 20 Wall Street analysts following Oracle stock, only one has a “sell” recommendation. Technology & CommunicationsHow PlayFab Could Boost Microsoft’s Azure Capabilities in the Cloud?
In late January 2018, Microsoft announced the acquisition of PlayFab. Company & Industry OverviewsWhy Tech Stocks Have High Price-to-Earnings Ratios
Tech stocks with good growth prospects usually trade at a higher PE (price-to-earnings) ratio than the broader S&P 500, which is why they are considered relatively expensive. Earnings ReportHow Symantec Plans to Bring Growth to Its Enterprise Segment
Recent data breaches—especially the Equifax attack—increased the demand for LifeLock identity protection, which benefited Symantec in 2017. Technology & CommunicationsWhy FireEye Acquired X15 Software
FireEye paid $15 million in equity and another $5 million in cash to acquire X15 Software. Company & Industry OverviewsHow Microsoft Contributed to the S&P 500’s High in 2017
On January 16, 2018, MSFT stock rose 1.3% to an all-time intraday high of $90.79, which made the company’s market cap briefly cross the $700 billion mark. Company & Industry OverviewsHow ‘Bring Your Own License’ Fits into Oracle’s Cloud Strategy
Oracle’s BYOL has resulted in significant management and operational costs, as with BYOL, customers with existing on-premise licenses can use Oracle’s PaaS at a fraction of the previous PaaS price. Company & Industry OverviewsHow Oracle Is Positioned in the Database Space
With a market share of 41.6%, Oracle leads the database space. However, its market share has dropped 1.5% since 2016. Microsoft (MSFT) and IBM (IBM) are the top three players in this space.