Brocade Communications Systems Inc

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    Company & Industry Overviews

    What Are Broadcom’s Plans for Its Enterprise Storage Business?

    Broadcom’s latest acquisition of Brocade should double the size of its Enterprise Storage segment, which currently accounts for 13% of its revenue.

    By Puja Tayal
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    Energy & Utilities

    Rackspace Hosting sees activist interest from Blue Harbour

    In September, after months of speculation that Rackspace could be acquired by CenturyLink, Inc. (CTL) and had interest from Hewlett-Packard, the company said it was no longer exploring merger and acquisition options. On the contrary, the company declared its commitment to remain independent.

    By Samantha Nielson
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    Financials

    Must-know positions traded by Blue Harbour Group

    Blue Harbour Group was founded in 2004. It manages capital on behalf of pension funds, endowments, and other institutional investors.

    By Samantha Nielson
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    Consumer

    Blue Harbour exits position in DeVry Education Group

    DeVry University has seen revenue fall in previous fiscal years due to a decrease in new and total student enrollments. The decline is expected to continue into fiscal year 2015.

    By Samantha Nielson
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    Energy & Utilities

    Rowan Companies sees activist interest from Blue Harbour

    Rowan Companies plc is a global provider of contract drilling services in the ultra-deepwater and shallow water jack-up market. It has a fleet of 34 offshore drilling units, including four ultra-deepwater drillships, all of which are currently under long-term contracts.

    By Samantha Nielson
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    Financials

    Elliott Management takes activist stake in Informatica

    Informatica stock surged 6.8% to $41.04 on news of Elliott’s activist stake, bringing its market capitalization to around $4.5 billion.

    By Samantha Nielson
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    Company & Industry Overviews

    A Look at Broadcom’s Business Ecosystem

    After multiple mergers and acquisitions, Broadcom (AVGO) became the world’s largest fabless IC design company by revenue in 2Q17. In this series, we’ll look at the opportunities and challenges that could impact Broadcom’s fiscal 3Q17 earnings.

    By Puja Tayal
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    Company & Industry Overviews

    How Does Qualcomm Fit into Broadcom’s Business Model?

    Broadcom climbed the ladder through acquisitions, while Qualcomm climbed the ladder through its technology advantage in the smartphone industry.

    By Puja Tayal
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    Earnings Report

    A Look at Broadcom’s Cash Inflows and Outflows

    In fiscal 2Q17, Broadcom’s operating cash flow increased 17% sequentially to ~$1.6 billion.

    By Puja Tayal
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    Company & Industry Overviews

    What is happening in Broadcom’s Enterprise Storage Segment?

    Broadcom’s Enterprise Storage segment Broadcom (AVGO) earns almost 80% of its revenue from Wired and Wireless businesses. It is looking to expand its Enterprise Storage business, which currently contributes 17% towards its revenue, by acquiring Brocade Communications Systems (BRCD). However, the acquisition is currently uncertain due to pending regulatory approvals. While this acquisition is delayed, […]

    By Puja Tayal
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    Technology & Communications

    The State of the Broadcom–Brocade Merger

    Broadcom’s $5.9 billion acquisition of Brocade Communications Systems (BRCD), which it announced in November 2016, is facing regulatory scrutiny.

    By Puja Tayal
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    Miscellaneous

    How’s the Broadcom-Brocade Deal Progressing?

    Broadcom (AVGO) has reduced the seasonal impact on its earnings by diversifying its product portfolio through acquisitions.

    By Puja Tayal
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    Company & Industry Overviews

    How Broadcom’s Acquisition Strategy Is Affecting Its Earnings

    Broadcom has been in the news for its major acquisitions year after year. These acquisitions have made it the world’s largest communications semiconductor company.

    By Puja Tayal
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    Company & Industry Overviews

    How Much Broadcom’s Debt Burden Has Increased

    Broadcom’s mergers and acquisitions Broadcom (AVGO) is looking to tap opportunities from the connected world through its massive portfolio, which spans the wired, wireless, enterprise storage, and industrial sectors. The company built the portfolio through M&A (mergers and acquisitions), which significantly increased its debt. Cash-debt position After completing the $37-billion Broadcom-Avago deal, CEO Hock Tan stated […]

    By Puja Tayal
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    Company & Industry Overviews

    What Could Drive Broadcom’s 1Q17 Enterprise Storage Revenue

    Broadcom’s enterprise storage segment In the previous part of this series, we saw that Broadcom (AVGO) is likely to witness seasonal weakness in its wireless revenue. This decline is likely to be offset by flat revenue from its wired segment and strong growth from its enterprise storage segment, which accounts for 14% of the company’s revenue. […]

    By Puja Tayal
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    Miscellaneous

    What Legal Challenges Does Broadcom Face?

    Avago-Broadcom merger Broadcom (AVGO) is facing regulatory scrutiny for its Brocade Communications Systems (BRCD) merger. It isn’t its first merger to face legal concerns. In the Avago-Broadcom merger, the combined company faced a shareholder class-action lawsuit for releasing a joint proxy statement that was false and misleading and did not include material information. Shareholders stated that Broadcom’s board […]

    By Puja Tayal
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    Company & Industry Overviews

    Brocade Acquisition to Further Increase Broadcom’s Leverage

    Broadcom’s acquisition of Brocade Communications Systems (BRCD) is inclined more toward increasing cash flows than expanding its portfolio.

    By Puja Tayal
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    Earnings Report

    How Did Cisco’s Wireless Segment Perform in Fiscal 1Q17?

    Cisco’s (CSCO) wireless business’s revenues fell 2% YoY (year-over-year) in fiscal 1Q17.

    By Adam Rogers
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    Miscellaneous

    What’s the Strategy behind Broadcom’s Brocade Acquisition?

    Broadcom is acquiring Brocade in order to benefit from the latter’s strong cash flow. This raises the question of why Brocade agreed to be acquired if its business was profitable.

    By Puja Tayal
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    Miscellaneous

    Why Broadcom Chose Brocade as Its Next Acquisition Target

    Broadcom’s next acquisition after the Avago-Broadcom merger came faster than expected. The $37 billion merger left the combined company with very high net debt.

    By Puja Tayal
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    Earnings Report

    Why Is Brocade Optimistic about Its Gen 6 Fibre Channel Technology?

    In fiscal 3Q16, Brocade Communications (BRCD) launched its Gen 6 Fibre Channel technology.

    By Adam Rogers
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