Puneet Sikka

Although Apple does not provide guidance beyond the next quarter, the management is optimistic about the company’s growth prospects in the long term.

Currently, Amazon’s Prime Video service is not a major player in the video streaming market, but it continues to grow at a rapid pace thanks to Amazon’s continued investment.

Cisco credits Meraki for the acceleration in revenue growth for Cisco’s commercial segment. Cisco’s year-over-year revenue growth for this segment rose to 11% in 4Q15.

Despite semiconductor companies combining to become bigger, Intel continues to lead this market with a 15.4% share in the worldwide semiconductor market in 2014.

In fiscal 4Q15, Alibaba’s GMV growth for its Taobao platform slowed. Meanwhile, this growth rate increased for Tmall.

The overall large-cap technology sector is suffering from currency issues. Microsoft expects a 4% hit to its revenue growth, and Apple expects a 5% hit.

Cisco’s stock has gained 33% in the last year, while its main competitor in the switches and routers business, Juniper Networks, declined by 8%.

In November 2013, Cisco responded to the SDN trend by introducing its application-centric infrastructure (or ACI).

The Amazon Web Services business aims at leveraging the fast-growing cloud services market, which should grow to $127.5 billion in 2018.

The main reason for Amazon’s gross margin increase was the increasing proportion of third-party sellers who sell their products on Amazon.

The average selling price (or ASP) for BlackBerry (BBRY) smartphones continues to decline. Last quarter, the ASP declined from $201 in fiscal 2Q15 to $182.

During the fiscal 3Q15 conference call, Chen mentioned that after having achieved profitability, the company’s next goal will be to grow its revenues.

Everything is not hunky-dory with the e-commerce business. Brick-and-mortar stores complain that being online hurts them on two fronts.

Technology and content costs include expenses incurred on new product development, data centers, and licensing costs associated with music and videos.

Qualcomm (QCOM) recently acquired Wilocity to boost its portfolio of mobile chipsets. Wilocity operates high-speed wireless technology WiGig, which works at a higher frequency and promises faster data speeds.

Google (GOOG)(GOOGL) remains the undisputed leader of the global online advertising market. It offers a number of products that have helped it maintain its leadership.

AT&T’s Mobile Share Value plan is another popular plan. It gives you shareable data for up to ten devices per account, unlimited domestic calls, unlimited domestic and international messages, and 50 GB of free cloud storage.

Variety first reported that Google (GOOG)(GOOGL) reached a preliminary agreement to buy Twitch for $1 billion. Then Business Insider reported that Yahoo (YHOO) had also made an offer to buy Twitch.

Google’s share in the mobile advertising market could decline from ~53% in 2012 to 47% in 2014.

Verizon continues to invest heavily in building its 4G LTE coverage and adding capacity for its existing coverage. Its capex spending increased from $3.6 billion in Q1 2013 to $4.2 billion in Q1 2014.

Apple came out with its fiscal Q2 2014 earnings on Wednesday. The company mentioned in the call that it managed to sell 4.1 million Macs, which was a growth of 5% over the same quarter last year.

WhatsApp competes with apps such as Line and WeChat in the mobile messaging industry, but it’s the global leader and is quite popular—especially in Europe, Latin America, and Asia.

On February 19, Facebook (FB) announced its purchase of the mobile messaging service WhatsApp for $19 billion in cash and stock.