Adobe Systems Inc.

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  • Adobe on a smartphone and Adobe logo
    Cryptocurrency & Blockchain

    Adobe Partners With Rarible for NFT Verification Feature

    By Alyssa Exposito
  • Adobe’s Digital Marketing segment is its strong pillar of growth
    Technology & Communications

    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.

    By Anne Shields
  • Why Digital Media remains an integral segment for Adobe in 3Q14
    Technology & Communications

    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.

    By Anne Shields
  • is adobe stock a buy
    Technology & Communications

    Adobe Stock Looks Like a Buy Before Its Earnings Release

    By Mohit Oberoi, CFA
  • uploads///Content viewing frequency by genre
    Company & Industry Overviews

    Netflix Explored New Content Genres in 2015

    Netflix has stayed away from sports programming but has not ruled it out entirely. However, Netflix does not consider it to be as attractive an opportunity as news programming.

    By Shirley Pelts
  • uploads///ALSN
    Basic Materials

    ValueAct Capital increases its position in Allison Transmission

    ValueAct Capital upped its stake in Allison Transmission from 4,625,204 shares to 18,025,204 shares, last quarter.

    By Samantha Nielson
  • uploads///ISP and SP
    Macroeconomic Analysis

    ISE Cyber Security Index Beats S&P 500 Index

    Since December 2015, the ISE Cyber Security Index (HACK) has beaten the S&P 500 Index (SPX) by 10.54 percentage points. Cybersecurity stock is expected to grow rapidly.

    By Parker Thomas
  • uploads///apple
    Earnings Report

    Adobe Continues to Lure Investors with Share Buybacks

    Cash, cash flow, and debt position Earlier in this series, we learned that consistent improvements and growth in subscription revenues enabled Adobe (ADBE) to beat analysts’ expectations in 3Q16. It held cash and short-term investments worth $4.3 billion as of June 3, 2016. It has a debt of $1.9 billion, which is entirely long-term. Adobe’s […]

    By Anne Shields
  • uploads///gartner
    Earnings Report

    Why Salesforce Was Named a Digital Marketing Hub Leader

    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 […]

    By Anne Shields
  • uploads///Statista
    Earnings Report

    Is Microsoft’s ‘Mobile First, Cloud First’ Strategy Working?

    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.

    By Anne Shields
  • uploads///A_Semiconductors_AMD_Pro SSG
    Company & Industry Overviews

    AMD’s Vega GPUs Now in Professional Graphics Markets

    In April, AMD and Adobe (ADBE) launched a video editing solution, Adobe Premiere Pro CC, which is powered by the AMD Radeon Pro SSG.

    By Puja Tayal
  • uploads///Part
    Consumer

    GS and MS Agree with Bridgewater about Peak Margins

    Bridgewater isn’t alone in believing that most US companies (QQQ) are experiencing peak margins.

    By Anuradha Garg
  • Technology & Communications

    Adobe’s flagship product, Photoshop, attracts more cloud customers

    During the company’s conference call to announce its Q2 2014 earnings, Adobe’s management mentioned that a separate cloud offering of Photoshop continues to attract photographers and hobbyists.

    By Puneet Sikka
  • uploads///Marketing Cloud Penetration
    Miscellaneous

    How AddThis Will Strengthen Oracle’s Marketing Cloud Position

    AddThis will be a part of Oracle’s Data Cloud and provide extensive market intelligence, which will boost Oracle’s presence in the marketing cloud space.

    By Anne Shields
  • uploads///LPLA
    Consumer

    Lone Pine Capital buys a new position in LPL Financial Holdings

    Lone Pine initiated a new position in LPL Financial Holdings (LPLA) last quarter that accounts for 1.95% of the fund’s total 1Q portfolio.

    By Samantha Nielson
  • uploads///AdobeStock_
    Consumer

    Where Stanley Druckenmiller Is Bullish

    Last week, Duquesne Family Office, managed by Stanley Druckenmiller, filed its Q3 13F with the SEC. We’ll look at the fund’s top holdings, buys, and sells.

    By Rabindra Samanta
  • uploads///saleforce
    Company & Industry Overviews

    Are These Funds Plotting to Oust Salesforce CEO Marc Benioff?

    Several hedge funds known for their activist approaches to reforming the management of the companies they target have recently disclosed their holdings in Salesforce (CRM).

    By Ruchi Gupta
  • uploads///digital marketing hubs
    Company & Industry Overviews

    Oracle Announces Marketing Cloud Integration with MediaMath

    Oracle integrated its Marketing Cloud with MediaMath to improve cross-channel purchases.

    By Anne Shields
  • uploads///part
    Company & Industry Overviews

    Analyzing Informatica’s Leveraged Buyout Deal

    In April 2015, it was announced that Informatica agreed to be bought by Canada Pension Plan Investment Board and Permira Advisors for $5.3 billion.

    By Adam Rogers
  • uploads///digital marketing analytics
    Company & Industry Overviews

    Competition 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.

    By Anne Shields
  • What Enabled Adobe to Raise Its Digital Media ARR?
    Earnings Report

    What 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.

    By Anne Shields
  • uploads///creative cloud
    Earnings Report

    Will 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.

    By Anne Shields
  • uploads///Logfire
    Technology & Communications

    Understanding 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.

    By Anne Shields
  • uploads///Content viewing frequency by genre
    Company & Industry Overviews

    Netflix Is Exploring Different Genres of Programming

    As Netflix faces increasing competition from other video streaming providers in the United States, the company is exploring different genres of programming.

    By Shirley Pelts
  • uploads///fotolia
    Fund Managers

    Maverick Capital Reduces Stake in Adobe Systems

    Adobe Systems is one of the largest and most diversified software companies in the world. 4Q14 revenue grew 3% year-over-year to $1.073 billion.

    By Patricia Garner
  • uploads///bafaafbdaafcecedaaad
    Company & Industry Overviews

    Does Oracle’s Buyout Strategy Affect Investors’ Returns?

    Oracle has pursued the acquisition route to gain a foothold in the cloud space

    By Anne Shields
  • uploads///Content viewing frequency by genre
    Miscellaneous

    Netflix’s Increasing Focus on Kids’ Programming

    Children watching a cartoon on Netflix are also likely to want to buy a licensed toy ot other product related to the cartoon.

    By Shirley Pelts
  • uploads///digital mktg CMO
    Earnings Report

    What recent updates has Adobe made to its Marketing Cloud suite?

    Adobe (ADBE) aims to revolutionize the digital marketing space by including Apple’s (AAPL) iBeacon in its Marketing Cloud suite.

    By Anne Shields
  • uploads///Docusign
    Technology & Communications

    JPMorgan Chase and Wedbush See More Upside in DocuSign

    DocuSign (NASDAQ:DOCU) has surged about 187% year-to-date to $212.42 as of July 9. However, some analysts expect more upside in the stock.

    By Sirisha Bhogaraju
  • uploads///shaking hands _
    Technology & Communications

    DocuSign to Replace United Airlines on the NASDAQ-100

    On Monday, DocuSign (NASDAQ:DOCU) stock rose 8.0% and closed at $162.69. The company will replace United Airlines on the Nasdaq-100 Index on June 22.

    By Ambrish Shah
  • uploads///adobe results
    Technology & Communications

    Adobe’s Q2 Earnings Soared on Pandemic-Led Demand

    Adobe reported mixed results in the second quarter. Although the EPS beat analysts’ consensus expectation, the sales missed the estimates.

    By Ambrish Shah
  • uploads///DocuSign Q
    Earnings Report

    DocuSign Posts Upbeat Q1 Results, Strong Outlook

    DocuSign (NASDAQ:DOCU) reported impressive results for the first quarter of fiscal 2021, which ended on April 30. The company benefited from new customers.

    By Sirisha Bhogaraju
  • uploads///DocuSign
    Earnings Report

    What to Expect from DocuSign’s Q1 Results

    So far, DocuSign (NASDAQ:DOCU) stock has surged 99% in 2020. The S&P 500 and the Dow Jones have fallen 4.6% and 9.8%, respectively.

    By Sirisha Bhogaraju
  • uploads///ALSN
    Consumer

    ValueAct raises its position in Allison Transmission Holdings

    Allison Transmission posted a 19% increase in net sales in 3Q14, to $553 million. This increase was partially offset by previously confirmed reductions in US defense spending.

    By Samantha Nielson
  • uploads///AWI
    Consumer

    ValueAct gets seat on Armstrong World Industries’ board

    While Armstrong’s 3Q14 results beat estimates, its consolidated net sales fell slightly compared to 3Q13, due to lower volumes in Europe and lower sales of resilient and wood flooring in the Americas.

    By Samantha Nielson
  • Technology & Communications

    Why “Application software” is important in the software industry

    Application software is the software that you install on your operating system.

    By Anne Shields
  • uploads///ADOBE
    Earnings Report

    Adobe and RingCentral Rise in Pre-Market Trading

    Tech earnings continue to move stocks. On Monday, Adobe (ADBE) and RingCentral (RNG) announced their earnings after the market close.

    By Adam Rogers
  • uploads///Microsoft
    Company & Industry Overviews

    Microsoft Deepens Ties with SAP: Is Amazon Listening?

    On October 20, SAP (SAP) and Microsoft (MSFT) revealed their three-year cloud partnership. This partnership would be called Embrace.

    By Namrata Sen Chanda
  • uploads///apple
    Company & Industry Overviews

    Why Apple Could Have a Landmark Year in 2020

    The buzz surrounding Apple’s augmented reality headset is getting stronger. On October 21, Bloomberg reported that the company is planning a 2020 release.

    By Namrata Sen Chanda
  • uploads///ADOBE
    Financials

    Adobe, Workday, and ServiceNow Fall Due to Downgrades

    Adobe (ADBE), Workday (WDAY), and ServiceNow shares have lost significant market value in early-market trading today. Adobe stock has fallen close to 4%.

    By Adam Rogers
  • uploads///AdobeStock__Editorial_Use_Only
    Company & Industry Overviews

    Microsoft Partners with Oracle to Counter AWS Threat

    Microsoft (MSFT) and Oracle (ORCL) have entered a strategic cloud partnership.

    By Ruchi Gupta
  • uploads///FEATURED
    Consumer

    Yet Another Analyst Cautions about Tech Slowdown

    AB Bernstein analyst Tony Sacconaghi has warned investors to stay away from tech stocks with high valuations.

    By Adam Rogers
  • uploads///ServiceNow
    Earnings Report

    ServiceNow Stock Slumps on Q2 Earnings

    Enterprise software company ServiceNow (NOW) saw its stock fall over 5.0% in after-hours trading today after the company reported its Q2 earnings results.

    By Adam Rogers
  • uploads///GS
    Consumer

    Goldman Sachs Is Worried about an Earnings Slowdwon

    At the end of 2018, Goldman Sachs’ chief equity strategist, David Kostin, expected SPY to reach 3,000 by the end of 2019. He maintains that target.

    By Anuradha Garg
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    Company & Industry Overviews

    Square Fires a Shot at Amazon

    Relying on Weebly’s technology, Square (SQ) has revamped some of its products as it steps up its competition with Amazon (AMZN).

    By Neha Gupta
  • uploads///doll _
    Technology & Communications

    Welcome (Back) To the Stock Market Clown Show

    With the major indices pushing higher and higher, we need to again look at whether any new money should be put to work here.

    By JP Gravitt
  • uploads///
    Company & Industry Overviews

    Autodesk Bolsters Its Customer Outreach with a Software Showroom

    Autodesk (ADSK) spends a big chunk of its revenue on marketing its products.

    By Ruchi Gupta
  • uploads///ADBE REV
    Company & Industry Overviews

    A Closer Look at Adobe’s Latest

    Adobe’s (ADBE) revenue rose at a four-year CAGR (compound annual growth rate) of 16% to $7.3 billion in fiscal 2017.

    By Amanda Lawrence
  • uploads///
    Company & Industry Overviews

    Autodesk: What’s Next after Cloud Transition?

    Autodesk (ADSK) is underway with the transition to a cloud-based subscription business model, where customers pay ongoing subscription fees instead of one-time software license purchases.

    By Ruchi Gupta
  • uploads///share returns
    Company & Industry Overviews

    Workday’s Stock Price Showing an Upside Trend

    Workday stock is trading 46.0% higher than its 52-week low of $95.35 and 2.3% lower than its 52-week high of $142.45.

    By Aaron Hemsworth
  • uploads///Software Applications
    Company & Industry Overviews

    Why Israel Is Terminating Its Microsoft Software Contracts

    Israel plans to end some software licensing agreements with Microsoft (MSFT) this year. Israel spends ~$27 million per year on software.

    By Ruchi Gupta
  • uploads///image_
    Company & Industry Overviews

    AMD Looks to Compete with Nvidia in the Workstation GPU Market

    The workstation market is growing as the role of graphics grows beyond gaming and into designing, architecture, and film production.

    By Puja Tayal
  • uploads///amazon acquisitions
    Consumer

    A Look at Amazon’s Acquisition Strategy

    Amazon has been a conservative buyer, but this trend seems to be changing since 2017.

    By Anne Shields
  • uploads///BEAT PE MC
    Healthcare

    Analyzing BEAT, SUPN, ADBE And RHT Stocks

    Growth stock analysis   BioTelemetry BioTelemetry’s (BEAT) net income has declined at a 3-year and 5-year average of 17% and 5.9% respectively. The company’s negative pre-tax margin changed from 5.5% in 2013 to 3.6% in 2017. The stock prices have beaten the diagnostics & research industry and S&P 500 between 2013 and 2017. The market […]

    By Amanda Lawrence
  • uploads///proj pe ratio
    Consumer

    Total Returns and Sector Exposure for Growth Indexes—Continued

    The S&P 900 Growth and S&P 900 Pure Growth indexes have three-year annualized returns of 13% and 9.7%, respectively.

    By Amanda Lawrence
  • uploads///A_Semiconductors_AMD_Ryzen Rollout
    Company & Industry Overviews

    What Are AMD’s Key Growth Areas for 2018?

    Easing investors’ and analysts’ concerns, AMD gave a statement that its long-term growth is not dependent on cryptocurrency as it’s not even its core market.

    By Puja Tayal
  • uploads///application software
    Company & Industry Overviews

    How Adobe Is Positioned in the Application Software Space

    On March 13, 2018, SAP (SAP) with a market cap of $132.2 billion was the world’s largest player by market capitalization in the software space, followed by Adobe and ServiceNow (NOW)

    By Anne Shields
  • uploads///Gainers
    Company & Industry Overviews

    Adobe Systems: S&P 500’s Top Gainer on October 19

    Adobe Systems was the S&P 500’s top gainer on October 19, 2017. On Thursday, Adobe Systems opened higher and rose to record high price levels.

    By Val Kensington
  • uploads///A_AMD_Semiconductors_Radeon GPU Portfolio
    Company & Industry Overviews

    AMD Plans to Expand Radeon Vega GPU Lineup beyond Gaming

    Advanced Micro Devices (AMD) has entered the high-performance GPU market with the launch of its Vega architecture.

    By Puja Tayal
  • uploads///salesforce revenue growth
    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 […]

    By Anne Shields
  • uploads///Part  recomm
    Earnings Report

    What Analysts Recommend for Honeywell

    On April 24, 2017, 21 brokerage companies were actively tracking Honeywell (HON) stock. 81% of these analysts recommended a “buy” on the stock, and 19% recommended a “hold.”

    By Peter Neil
  • uploads///brazil
    Miscellaneous

    What Can Salesforce Achieve in Brazil?

    Brazil’s cloud computing revenue is expected to be $1.1 billion by the end of 2017, a sharp rise compared to $217 million in 2012, according to consulting company Frost & Sullivan.

    By Ruchi Gupta
  • uploads///synergy research
    Earnings Report

    Why Salesforce Is Set to Grow in 2017

    Salesforce’s position Earlier in this series, we discussed how growing cloud adoption and the United States’ large market for the cloud will benefit Salesforce (CRM). According to Synergy Research Group founder and chief analyst Jeremy Duke, “we tagged 2015 as the year when cloud became mainstream and I’d say that 2016 is the year that cloud […]

    By Anne Shields
  • uploads///salesforce revenue growth
    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.

    By Anne Shields
  • uploads///digital marketing
    Earnings Report

    A Look at Adobe’s Digital Marketing Performance in Fiscal 3Q16

    Adobe’s Digital Marketing segment grew ~7% in 3Q16 Previously in this series, we saw how consistently strong growth in the Digital Media segment helped Adobe Systems (ADBE) post better-than-expected fiscal 3Q16 results. In this part, we’ll look at the performance of Adobe’s other operating segment, Digital Marketing. We know that this segment caters to the […]

    By Anne Shields
  • uploads///document cloud
    Earnings Report

    How Adobe’s Document Cloud Contributed to Its Fiscal 3Q16 Results

    Adobe’s Document Cloud performance in 3Q16 So far in this series, we’ve discussed Adobe’s (ADBE) performance in fiscal 3Q16. We also looked at Adobe’s increased Creative Cloud subscriptions, which enabled the company’s Digital Media segment to report a 29% revenue growth in fiscal 3Q16. Document Cloud (or DC) also contributed to Digital Media’s record revenue […]

    By Anne Shields
  • uploads///Digital media revenue
    Consumer

    How Did Adobe’s Digital Media Perform in Fiscal 3Q16?

    Digital Media revenue contribution increased 29% Previously in this series, we looked at Adobe Systems’ (ADBE) fiscal 3Q16 results, which have continued to please investors as well as the market. Let’s now look at the company’s dominant operating segment, Digital Media, which contributed 29% more to revenues in fiscal 3Q16. As we have highlighted in […]

    By Anne Shields
  • uploads///Adobe segments revenues
    Earnings Report

    A Look at Adobe’s Operating Segments in Fiscal 3Q16

    Double-digit growth continues As we saw in the previous part of this series, Adobe Systems (ADBE) continued to beat analysts’ expectations with its fiscal 3Q16 earnings. In this part, we’ll take a look at the company’s operating segments: Digital Media, Digital Marketing, and Print and Publishing. The Digital Media segment contributes the most towards Adobe’s […]

    By Anne Shields
  • uploads///VR
    Earnings Report

    Why Is Adobe Targeting the Virtual Reality Space?

    Keen to expand avenues for revenue growth, Adobe chose IBC 2016 in early September as the platform to unveil “new virtual reality, character animation and 3D innovations” in its CC (Creative Cloud) and Marketing Cloud offerings.

    By Anne Shields
  • uploads///Portfolio Breakdown of the MFEGX
    Financials

    Noteworthy Portfolio Changes in the MFS Growth Fund

    The MFS Growth Fund Class A’s assets were invested across 87 holdings as of June 2016, and it was managing assets worth $12 billion as of the end of June.

    By David Ashworth
  • uploads///Gartner
    Earnings Report

    Adobe Is the Leader in Gartner’s Magic Quadrant, Again

    On June 20, 2016, Adobe announced it had again been recognized by Gartner as a leader in the 2016 Magic Quadrant for Mobile App Development Platforms research report.

    By Anne Shields
  • uploads///digital marketing
    Earnings Report

    Adobe Digital Marketing Performance in Fiscal 2Q16

    Adobe Marketing Cloud plays a significant role in the growth of Adobe’s Digital Marketing segment. The segment grew 12.5% in fiscal 2Q16.

    By Anne Shields
  • uploads///Digital media revenue
    Earnings Report

    How Adobe’s Digital Media Segment Helped It Post Growth in 2Q16

    Adobe’s Digital Media segment grew 26% in fiscal 2Q16. In fiscal 1Q16, it contributed 68% toward the company’s overall revenue.

    By Anne Shields
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    Fund Managers

    What Are the Top Stock Picks from Goldman Sachs?

    According to Goldman Sachs, its top stock picks will outperform in the flat market scenario since they have higher operating leverages.

    By Sarah Sands
  • uploads///Cloud SaaS markets shares
    Company & Industry Overviews

    Why Did Salesforce Partner with Amazon?

    Salesforce’s revenue growth rate was 21% in the last quarter, but Microsoft (MSFT) grew at a much faster rate of 70%.

    By Puneet Sikka
  • uploads///Series  A
    Company & Industry Overviews

    NVIDIA Introduces Virtual Reality to Designers, Artists, Scientists

    NVIDIA (NVDA) leverages its Quadro platform in the professional visualization space and offers products for both end users and developers.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    NVIDIA Brings Virtual Reality to Materials

    NVIDIA is working with European (IEV) furniture manufacturer IKEA to build a virtual reality application that allows the user to design their own rooms and homes.

    By Puja Tayal
  • uploads///Google analytics
    Company & Industry Overviews

    Here Comes the Newbie: Google Analytics 360

    Google has recently launched Google Analytics 360, which integrates tools designed to help marketers measure campaigns, collate data, and exchange insights.

    By Anne Shields
  • uploads///revenue margins
    Earnings Report

    What’s the Story behind Adobe’s Net Income Growth?

    Adobe’s Digital Media segment’s revenue rose by 33% to $932 million due to better-than-expected growth in Creative Cloud subscriptions in fiscal 1Q16.

    By Anne Shields
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    Earnings Report

    Investors Rejoice: Adobe Continued to Buyback Its Shares in 1Q16

    In 1Q16, Adobe repurchased ~1.5 million shares and returned ~$133 million in cash to shareholders. The company doesn’t pay dividends.

    By Anne Shields
  • uploads///IBM iX
    Miscellaneous

    Ecx.io is IBM’s Latest Purchase in the Creative Services Space

    We are a little over one month into 2016 and IBM has already announced five acquisitions. The most recent addition to the company’s portfolio is Ecx.io, a German design and creative services agency.

    By Anne Shields
  • uploads///Adobe Marketing Cloud
    Earnings Report

    Adobe’s Marketing Cloud Should Drive Growth in Digital Marketing

    In fiscal 4Q15, Adobe’s Marketing Cloud revenues grew 7.5% to $352 million. For fiscal 2015, revenues grew to $1.4 billion and achieved an annual bookings growth goal of approximately 30%.

    By Anne Shields
  • uploads///Digital Marketing
    Earnings Report

    Did Rising Competition Hurt Adobe’s Digital Marketing Growth?

    Adobe’s Digital Marketing revenues grew 2.4% and 11% in fiscal 4Q15 and fiscal 2015, respectively. Adobe’s slow growth in this segment could be due to high competition in this space.

    By Anne Shields
  • uploads///aeeecfcdcaafaafbef
    Earnings Report

    Adobe Stock Hit a 52-Week High in Late November

    Adobe will very likely post fiscal 4Q15 and fiscal 2015 earnings in line with or ahead of consensus estimates.

    By Anne Shields
  • uploads///adobe digital media
    Earnings Report

    Creative Cloud Subscriptions Should Boost Adobe Digital Media

    Adobe expects Digital Media to grow at a compound annual growth rate of 20% in fiscal 2015–2018 with a total addressable market of $21 billion.

    By Anne Shields
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    Company & Industry Overviews

    Comparing Adobe, Autodesk, and Salesforce’s R&D Expenses in 3Q15

    In 3Q15, Adobe’s (ADBE) expenses for R&D increased to $219 million from $212 million in 3Q14 and $209 million in 3Q13. R&D expenses allocated comprised 17.98% of total revenues in 3Q15.

    By Adam Rogers
  • uploads///Intel and AMD
    Miscellaneous

    Intel Acquires Altera: Will History Repeat Itself?

    Intel will be leveraging Altera’s FPGA (field-programmable gate array) product series, which includes its Stratix, Arria, and Cyclone products.

    By Parker Thomas
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    Earnings Report

    Oracle Employs the “Nuclear Option” to Bolster Its Cloud Sales

    Oracle is employing a “nuclear option” that involves a breach notice stating that a customer is out of compliance.

    By Anne Shields
  • uploads///digital marketing hubs
    Company & Industry Overviews

    Oracle Aims to Strengthen Its Marketing Cloud with Maxymiser

    Let’s see how Oracle aims to extend the reach of its Marketing Cloud with Maxymiser.

    By Anne Shields
  • uploads///marketing cloud
    Earnings Report

    Salesforce.com Aims to Make Its Marketing Cloud Competitive

    Salesforce.com’s Next Generation Marketing Cloud can access more than 100 digital advertising networks and technologies that span the web, social media, mobile devices, applications, and video channels.

    By Anne Shields
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    Macroeconomic Analysis

    Data Breach Index Remains High

    Gemalto, a digital security solution provider, has released the findings of its data breach index.

    By Parker Thomas
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    Company & Industry Overviews

    Why Apple Dominates Online Video Viewing on Mobile

    When it comes to share of online video viewing, Apple dominates. The Apple iPhone has about two-thirds share of smartphone online video starts.

    By Puneet Sikka
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    Fund Managers

    What Does Autodesk’s High Price-to-Earnings Ratio Mean in 2015?

    In 4Q15, Autodesk’s subscription business grew 17% to $300 million, beating analysts’ estimates. ADSK’s cloud-based products, Fusion 360 and PLM 360, increased its customer base.

    By Adam Rogers
  • uploads///universal apps
    Company & Industry Overviews

    Key Windows Announcements at Microsoft Build Developer Conference

    Microsoft’s Windows 10 aims to establish a common software foundation for PCs, tablets, smartphones, and Xbox, which currently require different operating systems.

    By Anne Shields
  • uploads///marketing cloud wars
    Company & Industry Overviews

    A March Report Ranks Oracle as a Leader in Marketing Cloud Space

    To build its marketing cloud, Oracle has made several acquisitions, including BlueKai, Eloqua, and Responsys.

    By Anne Shields
  • uploads///digital mktg
    Company & Industry Overviews

    Oracle Expands Its Marketing Cloud in 2Q to Cater to CMO Community

    According to Oracle (ORCL), 85% of chief marketing officers (or CMOs) find leveraging data from multiple sources to be a significant challenge.

    By Anne Shields
  • uploads///responsys
    Company & Industry Overviews

    Oracle Launched AppCloud Connect This Month

    AppCloud Connect is a set of open frameworks and application programming interfaces that allow marketers and organizations to connect apps, data, and media.

    By Anne Shields
  • uploads///Gartner
    Company & Industry Overviews

    Oracle Launches Rapid Retargeter for Its Marketing Cloud

    Oracle’s Rapid Retargeter helps to reconnect with the known customers or registered users who have left or abandoned their shopping carts.

    By Anne Shields
  • uploads///ADSK
    Fund Managers

    Lone Pine Capital Raises Its Stake in Autodesk

    Autodesk is aiming for growth from emerging markets. It noted that it saw revenues up 14% from emerging markets in fiscal 2015.

    By Samantha Nielson
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    Fund Managers

    Key overview of Cadence Design Systems’s operations

    About 90% of Cadence’s revenues come from contracts over multiple periods, allowing the company to generate a steady, predictable stream of revenues.

    By Santiago Solari
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