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Company & Industry OverviewsChart 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. MiscellaneousHow 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. Company & Industry OverviewsHow 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 OverviewsHow 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 OverviewsHow 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%. Company & Industry OverviewsNetflix’s Unique Video Approach to Beat Its Competition
Netflix stated that it would spend $6 billion to produce original films in 2017, suggesting a $1 billion increase to a similar 2016 budget. Company & Industry OverviewsInside GeForce NOW: Nvidia’s New Gaming Revenue Stream
Nvidia (NVDA) is looking at new revenue streams within the gaming space after dominating the high-end PC gaming market. Earnings ReportWhy 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 OverviewsUnderstanding Oracle’s Value Proposition in the Software Space
Oracle was trading at a forward EV-to-EBITDA multiple of ~8.3x on December 8, 2016. This metric was lower than Microsoft’s multiple of ~10.3x. Company & Industry OverviewsAnalyzing Morningstar’s Economic Moat Rating
Morningstar first began rating companies in 2002 according to the strength and longevity of their competitive advantages. Earnings ReportPartnering with Amazon to Help VMware in Virtualization Space
Along with Microsoft (MSFT), VMware was named a leader in the x86 server virtualization infrastructure space in Gartner’s Magic Quadrant. Company & Industry OverviewsNetflix and Chill: Why Teens Are Gravitating to Streaming Service
while Netflix enjoyed a popularity of 37% among teens who streamed videos from the service every day, Alphabet’s (GOOG) YouTube came a close second. Company & Industry OverviewsHow This Emerson Sales Strategy Is Reeling in Big Box Retailers
Emerson Electric’s (EMR) omnichannel sales strategy is a multichannel approach that provides an integrated shopping experience. ConsumerRackspace Is the Latest to Yield to Rising Competition in Cloud Space
Rackspace and other smaller players are losing market share to large players in the cloud space. ConsumerCan Microsoft Post $20 Billion in Cloud Revenue by 2018?
Azure retained its position as a top performer in Microsoft’s cloud offerings with triple-digit growth in fiscal 4Q16. ConsumerHow Amazon Compares to Its Peers
In this part of the series, we’ll discuss why investors shouldn’t worry about Amazon’s (AMZN) lofty valuations compared to those of its peers. Company & Industry OverviewsHow Amazon’s Marketplace Is Driving Its Gross Margins
The growing number of third-party sellers on Amazon Marketplace is one of the key factors driving the company’s expansion in its gross margin. Company & Industry OverviewsUnited Kingdom: A Stronghold Market for Viacom
The Channel 5 acquisition has led to Viacom (VIAB) gaining access to nearly 100% of the United Kingdom’s television audience, particularly for the Nickelodeon brand. Company & Industry OverviewsHow Amazon Web Services Has Expanded Globally
Amazon (AMZN) currently dominates the cloud infrastructure space. AWS (Amazon Web Services) is used by more than 1 million customers. Company & Industry OverviewsHow Amazon Has Consistently Grown Its Revenue
In the last five years, Amazon’s revenue has risen at a compound annual growth rate of 22% thanks to its flourishing e-commerce sales. Company & Industry OverviewsWhat Are Amazon’s Revenue and Profitability Drivers?
Amazon’s other services, which were developed to support its core retail business, have now become its revenue and profitability drivers. Company & Industry OverviewsHow Could Foreign Regulations Impact Netflix?
Netflix and Amazon’s Prime Instant Video service could be forced to ensure that 20% of their content catalogs consist of European content. Earnings ReportIs Salesforce Changing Its Business Strategy?
Earlier in the series, we discussed Salesforce’s (CRM) fiscal 1Q17 results and the company’s growing relationship with Amazon (AMZN). Company & Industry OverviewsComcast Business Services Segment Continues Its Growth Trajectory
Comcast is increasingly focusing on its Business Services segment, which has three growth engines: small business, mid-sized business, and enterprise. Company & Industry OverviewsHow Will Facebook Deal with the Growing Use of Bandwidth?
Previously, Facebook (FB) accounted for less bandwidth usage than it does now. This has changed with the rising use of rich media content. Company & Industry OverviewsWhat Are Analysts’ Recommendations for Alibaba?
As of March 4, 2016, Alibaba (BABA) has generated returns of -16.1% for the trailing 12 months and -15.3% in the trailing-one-month period. Company & Industry OverviewsHow Did Facebook Drive More Traffic to Instant Articles?
Facebook (FB) is highly monetizing its growing user base of 1.6 billion as of 4Q15. It’s doing this by liberalizing its policies for publishing Instant Articles. Earnings ReportA Look at Netflix’s Capital Structure
At -$276 million, Netflix had negative free cash flow for the fourth straight quarter in 2015 as the company continued investing in original programming. Company & Industry OverviewsAmazon Prime Instant Video’s New Initiatives against Netflix
Netflix’s competition in the video streaming market is increasing. Amazon has taken several initiatives in the last year to expand its Prime Instant Video service to counter Netflix. Earnings ReportStrong Holiday Sales Will Likely Drive Amazon’s Growth in December
Amazon is the largest e-commerce player in the world. It could beat its own guidance for the December quarter. It will announce its earnings next month. Company & Industry OverviewsWhat Seasonal and Cyclical Factors Impact NBCUniversal?
The advertising revenues for Comcast’s (CMCSA) NBCUniversal Cable Networks and Broadcasting Television business are susceptible to advertising cyclicality and program ratings. Company & Industry OverviewsHow Comcast Acquired NBCUniversal
The advertising revenues for Comcast’s NBCUniversal Cable Networks and Broadcasting Television segment are susceptible to advertising cyclicality and program ratings. Macroeconomic AnalysisHas the Smartphone Reached Its Maturity Stage?
The smartphone growth cycle will reach its maturity stage at the end of this year. For the first time, it’s showing single-digit worldwide growth, according to IDC. Earnings ReportHewlett Packard Enterprise’s Revenues Continue to Fall
In fiscal 4Q15, Hewlett Packard Enterprise (HPE) revenue fell 4% YoY to $14.1 billion, above analysts’ expectation of $13.5 billion. Company & Industry OverviewsHuge Growth Potential in the Global e-Commerce Market
The global e-commerce market is expected to grow at a CAGR (compound annual growth rate) of 17 from $1.3 trillion in 2014 to $2.5 trillion by the end of 2018. Earnings ReportHow Activision Blizzard’s Call of Duty Performed in 3Q15
Call of Duty: Black Ops II, a three-year-old game, witnessed engagement growth on a quarter-over-quarter basis to nearly 12 million monthly active users in 3Q15. Earnings ReportTime Warner: 3Q15 Business Segment Performance
Time Warner announced its 3Q15 results on November 4, 2015. Warner Bros. was a major contributor to the revenue of Time Warner in 3Q15, accounting for 47%. Company & Industry OverviewsMacroeconomic Factors Affecting Microsoft’s Performance
Competition in the technology sector Microsoft (MSFT) faces competition from a number of companies in the tech (technology) sector due to low barriers of entry and continuous evolution of the tech space. As seen in the above chart, Amazon (AMZN), IBM (IBM), and Google (GOOG) are Microsoft’s major competitors in the cloud business segment. Microsoft focuses on […] Company & Industry OverviewsInherent Risks and Rewards in Walmart’s E-Commerce Business
Walmart’s (WMT) e-commerce business is slated to grow the fastest of all its channels, at 20%–30% per annum from fiscal 2016 to fiscal 2019. E-commerce sales were $12.2 billion in fiscal 2015, a growth rate of 22%. Earnings ReportAnalyzing Netflix’s Operating Efficiency and Cash Flow in 3Q15
In 3Q15, Netflix reported consolidated revenues of $1.7 billion compared to 1.4 billion in the same period the previous year—an increase of 23.3%. Company & Industry OverviewsNetflix Prefers Original Content over Content Licensing
Netflix holds the content licensing rights to its original content, but this original content is currently produced by outside studios like Disney’s ABC Studios. Company & Industry OverviewsAmazon Prime Video Service: Analyzing Some Serious Prospects
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. Company & Industry OverviewsData Storage Systems Overview
We live in the “Information Age,” where a huge amount of data is generated every second and storage systems are needed to store this data. Macroeconomic AnalysisAlliance for Open Media: Netflix, Google, and Amazon Team Up
The Alliance for Open Media aims to develop video formats that have no royalty costs. The nature of the business makes royalty payments significant for companies like Apple and Google. Earnings ReportA Glance at Family Dollar’s Historical Performance
Over the last five years, Family Dollar was able to generate a five-year CAGR revenue of 7.2%. That looks decent when you look at it alone. But let’s compare it to its peers. Earnings ReportHow Does Twitter Plan to Attract More Users?
Project Lightning is a new feature. It’s a button that’s available on Twitter’s social media mobile app. Users can view pictures and videos of live events. Macroeconomic AnalysisThe Relationship between the Retail Industry and the US Economy
When we compare the S&P 500 (SPX) with the SPDR S&P Retail ETF (XRT), the retail ETF has beaten the broad market index on a trailing one-year basis. Earnings ReportHome Depot’s E-Commerce Business Grows 25% in 2Q16
Web sales for The Home Depot (HD) rose 25% year-over-year in 2Q16. E-commerce sales made up 5% of total sales, or $1.2 billion. Company & Industry OverviewsDisney’s Franchise-Focused Growth Strategy
Disney uses a franchise-focused growth strategy that enables it to monetize its intellectual properties across its segments for a long time. Company & Industry OverviewsA Look at Disney’s Studio Entertainment Segment
Disney’s Studio Entertainment segment had revenues of $1.7 billion in 2Q15, down 6% from 2Q14. The segment had operating income of $0.4 billion, a 10% fall from 2Q14.