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
Company & Industry Overviews What’s Oracle’s Cloud Position in Comparison to Peers?
In October 2017, Oracle announced that Oracle 18c, its first fully automated database system, would offer data-warehousing services at half the price that AWS charges.Company & Industry Overviews What’s Amazon’s Role in ODM Growth in the Global Server Market?
Among hyperscale cloud providers that drove growth in the server space, the majority of the share was taken by ODMs, which are also known as white box manufacturers.Earnings Report How WMware’s NSX Performed in Fiscal 3Q18
In the last quarter, VMware’s (VMW) NSX license bookings grew 100%, indicating that NSX continues to see increased traction.Miscellaneous Aconex Acquisition Could Boost Oracle’s Position in Construction Sector
Though both Aconex and Textura cater to the construction industry, there is only a small overlap between them.Earnings Report Why Industry Analysts Raised VMware’s Stock Price Target
Brad Reback, an analyst with Stifel Nicolaus, explained the factors that led his firm to raise the price target for VMware stock to $152 from $150.Technology & Communications VMware’s VeloCloud Acquisition: The Trend It Points To
VMware’s acquisition of VeloCloud and Cisco’s acquisition of Viptela hint of a trend toward a preference for subscription-based business models.Technology & Communications How VMware’s Acquisition of VeloCloud Could Impact Cisco
Citing IHS Markit, Channel Partners reported that VMware’s recent buyout of VeloCloud Networks has established it as one of the top two companies in the SD-WAN space.Company & Industry Overviews Why Did Oracle Partner with Slack?
Earlier this month, Oracle announced a partnership with Slack. Oracle aims to integrate its enterprise software offerings with Slack’s workplace messaging app.Consumer A Look into IBM’s Growth Strategy
Consistent growth in the cloud and mainframe systems enabled IBM to post a lower-than-expected fall in its revenues in 3Q17.Company & Industry Overviews Understanding IBM’s Value Proposition in the IT Consulting Space
IBM was trading at a forward EV-to-EBITDA multiple of ~9.25x on November 11, 2017.Company & Industry Overviews Comparing Microsoft’s and Peers’ Cash Reserves
Tax reforms for repatriation of US companies’ cash reserves Previously, we discussed the rationale behind Trump’s proposed tax reforms, which aim to lure US companies back to the country. According to Goldman Sachs (GS), if the Republicans manage to pass the tax legislation, US companies (SPY) (SPX) are expected to repatriate $250 billion in foreign profits. Technology […]Technology & Communications How AltspaceVR Could Benefit Microsoft HoloLens in VR
Through the Altspace acquisition, Microsoft’s Windows 10 can now boast a self-VR social networking service and can now compete with Google and Facebook.Company & Industry Overviews Why Europe’s Increased Focus on Cybersecurity Is Good News for FireEye
Last year, more than 4,000 ransomware attacks happened on a daily basis in the EU (EFA).Consumer What Is Hybrid Cloud’s Role in Red Hat’s Growth?
Red Hat’s dominant presence in the Linux space will further enable it to cross-sell its OpenStack to new and existing clients as hybrid cloud adoption increases.Company & Industry Overviews How Oracle Stock Compared to the S&P 500
In 2017 to date, Oracle stock has surged 33% and outperformed the computer software sector, which grew 24% year-to-date.Company & Industry Overviews Why Is Oracle Hiring a Month after Announcing Layoffs?
Mark Hurd, Oracle’s co-CEO, nearly doubled the company’s sales staff to ~35,000 workers in the last six years.Earnings Report Chart in Focus: Symantec’s Leadership in the Secure Web Gateway Space
According to MarketsandMarkets, the global SWG market is expected to grow at a CAGR of 20.5% to $5.6 billion by 2020, up from $2.2 billion in 2015.Technology & Communications Why Symantec Acquired Fireglass
Symantec announced the acquisition of Fireglass in early July 2017.Earnings Report Why Symantec’s Enterprise Security Segment Is Inclined toward the Cloud
In late May 2017, Microsoft (MSFT) acquired Hexadite to strengthen its position in the cybersecurity space.Earnings Report What IBM’s Cash and Cash Flow Tell Us
In fiscal 2Q17, IBM’s cash reserves and marketable securities stood at ~$12.3 billion, and the company had ~$45.7 billion in debt.Company & Industry Overviews How Azure Stack Can Add to the Allure of Microsoft’s Azure
Azure Stack is expected to find a preference among companies and industries that prefer the hybrid cloud’s ability.Company & Industry Overviews What Made Amazon a Leader in the DBaaS Space?
Microsoft’s Cosmos DB is expected to make conventional data migration easier. Although this bodes well for Microsoft, it is expected to have an adverse impact on Oracle’s cash cow—its database business.Company & Industry Overviews Petya’s Role in the Recent Cybersecurity Stock Surge
Several prominent cybersecurity stocks rose on Wednesday, June 28, following the Petya ransomware attack.Company & Industry Overviews How IBM’s Systems Segment Has Been Performing
In this part of the series, let’s see how IBM’s (IBM) Systems segment performed in 1Q17. The Systems segment includes systems hardware and OS (operating system) software.Company & Industry Overviews How IBM’s Global Technology Services Segment Has Performed
In 1Q17, IBM’s GTS (global technology services) business’s revenue accounted for ~45% of its total revenue. Its performance is crucial to IBM’s overall growth.Company & Industry Overviews How Has IBM’s Cognitive Solutions Segment’s Performance Been?
Despite its aggressive measures to tap growth, top line growth continues to be elusive for IBM. The company’s 1Q17 results marked its 20th straight quarter without revenue growth.Company & Industry Overviews Salesforce’s EV-to-EBITDA Multiple Compared to Its Peers
Microsoft’s forward annual dividend yield was ~2.3% on May 15, 2017, and Oracle’s and IBM’s yields were ~1.7% and ~4.0%, respectively.Miscellaneous Why Microsoft Is Looking to Israel to Beef Up Its Cybersecurity Efforts
Investment in Israeli cybersecurity companies rose 23% from $560 million in 2015 to $689 million in 2016.Miscellaneous Why Microsoft Acquired Hexadite
In the week ended May 26, 2017, Microsoft (MSFT) announced the acquisition of Hexadite. Microsoft’s acquisition price for Hexadite is reported to be $100 million.Company & Industry Overviews How Salesforce Became a Leader in Enterprise High Productivity Space
Launched in September 2015, App Cloud now has more than 5.5 million apps and 2.3 million developers. It was designed specifically for the enterprise crowd.Company & Industry Overviews Chart in Focus: Salesforce’s Revenue Growth in 2017
In the past seven years, including its fiscal 4Q17 results, Salesforce (CRM) has met or exceeded analysts’ expectations with each passing quarter.Earnings Report FireEye’s Value Proposition in the Cybersecurity Space
On May 9, 2017, FireEye’s (FEYE) market cap was ~$2.9 billion at the end of trading, which was much lower than that of its peers.Earnings Report How Helix Could Position FireEye in the Security Space
In late March 2017, FireEye launched Helix, its latest offering in the security space.Miscellaneous Why Oracle Acquired Moat
On April 18, 2017, Oracle announced the acquisition of Moat. Founded in 2010, Moat has raised $67.5 million to date in four rounds from investors.Miscellaneous How Intentional Software Could Strengthen Microsoft
The fourth quarter of 2016 marked the third straight quarter in which Microsoft emerged as the leader in the overall enterprise SaaS market.Miscellaneous Why Salesforce’s Stock Price Tripled in Less Than 5 Years
Salesforce meets or exceeds analyst expectations Earlier in this series, we discussed Salesforce’s (CRM) initiatives and the threat posed by Microsoft (MSFT), Adobe (ADBE), and Oracle (ORCL) in the cloud space. Despite this mounting competition, with each passing quarter, Salesforce has managed to increase its revenue guidance. Earlier, Salesforce expected revenue of $10.1 billion–$10.15 billion […]Company & Industry Overviews How Deferred Revenue Enabled Salesforce to Raise Its Guidance
Salesforce’s deferred revenue So far in this series, we’ve discussed Salesforce’s (CRM) position in the cloud space and the threat posed by its peers. In fiscal 4Q17, Salesforce reported deferred revenue of $5.5 billion. Its unbilled deferred revenue stood at $9 billion. Its revenue grew 29% and 27%, respectively, in constant currency terms, indicating improvement […]Company & Industry Overviews A Look at Salesforce’s Decline in the Software-As-A-Service Space
Microsoft’s edge over Salesforce in the cloud Earlier in this series, we discussed how Adobe’s (ADBE) and Microsoft’s (MSFT) collaboration could loosen Salesforce’s (CRM) grip on the cloud computing space. Salesforce pioneered SaaS (software-as-a-service) and had a first-mover advantage over peers Microsoft, Oracle (ORCL) and IBM (IBM). However, Microsoft soon became a dominant player in […]Company & Industry Overviews How Microsoft’s Approach Made It a Leader in the SaaS Space
Collaboration is the largest segment in the SaaS space and, after enterprise resource planning (or ERP), it grew the most in the SaaS space.Company & Industry Overviews How Office 365 Could Determine Microsoft’s Success in the Cloud
In fiscal 2Q17, Microsoft’s (MSFT) Azure revenues rose 93%, and its computing usage more than doubled on a year-over-year basis. In constant currency terms, MSFT’s growth reached 95%.Earnings Report Why Oracle Is Increasing Its R&D Spending
Oracle (ORCL) has targeted the Asia-Pacific region, the Middle East, and North America to open more data centers in 2018.Company & Industry Overviews FireEye’s Value Proposition in the Cybersecurity Space
Cisco Systems is considered a leader in security appliances, but IDC recently stated that Palo Alto, with its 17.1% market share, leads the security market.Company & Industry Overviews What Is Microsoft’s Value Proposition in the US Software Space?
As of January 25, 2017, Microsoft continues to be the largest software player by market capitalization on a global scale.Earnings Report Why VMware Is Focused on Hyper-Converged Infrastructure
To gain a strong foothold in the public cloud space, VMware has pursued a hyper-converged infrastructure (or HCI).Company & Industry Overviews Why Salesforce Has to Be Ambitious in Revenue Growth
Salesforce pioneered SaaS, and since its launch, Salesforce has developed an impressive mix of cloud-based offerings.Earnings Report Why IBM Needs to Spend on Research and Development
IBM (IBM) spends ~6% of its annual revenue on R&D (research and development). In 2016, IBM spent $5.4 billion on R&DEarnings Report Will Strategic Imperatives Again Rule IBM’s 4Q16 Results?
Despite a fall in overall revenue and no growth in any of its operating segments, IBM’s Strategic Imperatives segment managed to post growth in 3Q16.Earnings Report How Do SaaS and PaaS Affect Oracle’s Net Margins?
Oracle’s better-than-expected SaaS (software-as-a-service) and PaaS (platform-as-a-service) revenues generate hope, as SaaS revenues are usually more predictable than licensing deals.Company & Industry Overviews Why Oracle, Amazon, and Microsoft Are Investing in Data Centers
As the IT (information technology) space is engulfed by the SMAC (social, mobile, analytics, and cloud) revolution, technology players have poured in billions of dollars to increase their scale and competitiveness in the cloud space.Company & Industry Overviews A Closer Look into Oracle’s Big Data Role in DBMS
A slowdown in RDBMS (relational database management systems) was reflected in Oracle’s new software licenses, falling 11% in fiscal 1Q17 to ~$1.03 billion.