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Company & Industry OverviewsIs Jet.com a Potential Threat to Amazon’s Business?
Amazon (AMZN) has a new competitor in town—Jet.com. It opened to the public early last week. The startup was founded by Marc Lore. Company & Industry OverviewsHow Has E-Commerce Changed the Courier Services Industry?
In the recent past, there has been a surge in the use of e-commerce across the globe. The impact of this new form of commerce has been felt in each and every industry. Company & Industry OverviewsWho Are the Key Players in the US Delivery Services Industry?
The US courier and parcel delivery services industry consists of about 7,500 companies both large and small, which have combined annual revenue of about $90 billion. Earnings ReportOpen-Source Databases Pose a Threat to Oracle’s Dominance
The growing preference for open-source technologies and databases plays a crucial role in Oracle’s recent struggles. Company & Industry OverviewsFedEx’s Delivery Market Share Is Threatened by New Competitors
FedEx was formed with a vision to change the way delivery services worked prior to 1971. It established a new industry and it has been leading its peers since then. Company & Industry OverviewsWhy Is Online Expansion So Vital for Department Store Growth?
US online sales increased to 7.0% in 1Q15 from 4.2% in 1Q10. More consumers are preferring to shop online, which makes online expansion vital for department stores. Company & Industry OverviewsWhy Same-Day Delivery Is Imperative in E-Commerce
The US same-day delivery market could grow from $0.10 billion in 2014 to $4.03 billion in 2018 at a CAGR (compound annual growth rate) of 150%. Earnings ReportE-Commerce Should Spark Walmart’s Fiscal 1Q16 Performance
Walmart announced it was testing unlimited shipping for $50 per year, presenting significant competition to Amazon’s Prime service. Earnings ReportMobile Commerce: One of Alibaba’s Key Growth Drivers
For the quarter ending in December 2014, Alibaba achieved 265 million monthly active users on its mobile commerce apps. This is a sequential growth of 22%. Earnings ReportWhy Is Alibaba’s Active User Base Growing at a Fast Rate?
Part of the reason for Alibaba’s GMV growth was the growth in its active user base. The growth was driven by an increase in active buyers throughout China. Fund ManagersEminence Capital Reduces Position in eBay
During the fourth quarter of 2014, Eminence Capital lowered its stake in eBay (EBAY). The company accounted for 2.55% of the fund’s 4Q14 portfolio. Fund ManagersChristie’s Maintains Lead over Sotheby’s
While Sotheby’s was facing Daniel Loeb’s activist pressure, the new management team at Christie’s was implementing a global strategy. Earnings ReportSwift Transportation: A Company Overview
Swift operates a diverse fleet of 18,000 tractors, 60,000 trailers, and 8,700 intermodal containers from more than 40 terminals in the US and Mexico. Earnings ReportWhy eBay isn’t worried about a falling take rate
eBay’s take rate fell from 3.79% in 2Q13 to 3.53% in 2Q14. However, the company isn’t worried about it since take rate is offset by healthy revenue growth. Earnings ReportWhy Amazon benefits from more third-party sellers
The main reason for Amazon’s gross margin increase was the increasing proportion of third-party sellers who sell their products on Amazon. Company & Industry OverviewsManaging Walmart’s Supply Chain – Cross-Docking and Other Tools
Cross-docking is an inventory management system. Walmart made it popular. Cross-docking can lower the time required to transport merchandise. MiscellaneousThe Office Depot–Staples merger is about cost savings
Staples expects to spend $1 billion up front in order to achieve $1 billion in annual synergies—usually meaning reducing workforce—beginning in year three. Company & Industry OverviewsAssessing Best Buy’s debt profile
Gauging a company’s debt levels is crucial to understanding its financial health. Maintaining high debt levels in uncertain times can be damaging. Company & Industry OverviewsFocus on online sales: Best Buy goes head-to-head with Amazon
To address inventory issues associated with online sales at its distribution centers, Best Buy rolled out a ship-from-store strategy. Company & Industry OverviewsUnderstanding Best Buy’s revenue mix
The computing and mobile phone category is the largest of Best Buy’s revenue mix, accounting for 48% of the Domestic segment’s fiscal 2014 revenues. Company & Industry OverviewsRenew blue: Best Buy’s turnaround strategy
As part of its turnaround strategy, Best Buy is also revamping its stores and trying to encourage more robust store traffic. Company & Industry OverviewsBest Buy: The largest consumer electronics retailer
Best Buy is the leading consumer electronics retailer in the US. Today, Best Buy has more than 1,900 stores and locations. Company & Industry OverviewsThe pros and cons of the growing display advertising market
Display advertising is a type of online advertising that appears next to content on websites, instant messaging (or IM) applications, and email. Company & Industry OverviewsWhy is e-commerce such a low-margin business?
Everything is not hunky-dory with the e-commerce business. Brick-and-mortar stores complain that being online hurts them on two fronts. Earnings ReportOracle caters to SMAC requirements with expanded cloud portfolio
Oracle’s expanded cloud platform includes new functionality for big data analytics, integration, process management, Java Platform Standard Edition, and Node.js for server-side JavaScript. Earnings ReportAmazon continues to invest in technology and content
Technology and content costs include expenses incurred on new product development, data centers, and licensing costs associated with music and videos. Earnings ReportSalesforce1 gets major upgrade with Lightning platform
Salesforce1 is a cloud-based platform that serves as a foundation for building connected apps that link to mobile devices, wearables, and big data. ConsumerMust-know: Is an increase in deferred revenues cause for concern?
Salesforce.com (CRM) has a subscription business. It collects revenue for many of its offerings and applications before services. The company reports that the “deferred revenue” is rendered from its customers. In 2011, deferred revenue formed 65% of its liquid assets. It grew to 95% in 2014. ConsumerWhy consumer confidence is an important economic indicator
Consumer confidence is an economic indicator. It measures how confident consumers are about the overall state of the economy. It also measures how confident people feel about their income’s stability. Their confidence impacts their economic decisions—like their spending activity.Consumer Why Twitch should boost Amazon’s business in several key ways
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.Consumer Why Microsoft Azure may be the key to Microsoft’s future success
Microsoft Azure might not be a leader, but it is expanding very fast in terms of applications and geography. Its hybrid cloud approach offers some hope regarding its future in the cloud space.Consumer Why Google has started to diversify its search business
Google’s share in the mobile advertising market could decline from ~53% in 2012 to 47% in 2014. ConsumerMust-know: An analysis of Box’s threats
Box was created due to changes in the way users store and collaborate on files. ConsumerMust-know: An analysis of Box’s weaknesses
There’s no shortage of companies offering services similar to what Box offers. ConsumerIs Pandora Media’s business model sustainable?
The popular Internet radio service Pandora, which revolutionized the way people listen to music, posted its highest quarterly earnings in the calendar fourth quarter 2013, since its IPO in 2011.