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.
Why Salesforce Acquired Twin Prime
Salesforce continued its spree in December 2016 with its acquisition of Twin Prime, a startup focused on machine learning.
What’s Amazon’s Gobal AWS Strategy Now?
Amazon’s AWS is a fast-growing business for the company that saw its revenues rise by 55% YoY (year-over-year) to over $3.2 billion in 3Q16.
What Can We Expect from Salesforce’s Fiscal 3Q17 Results?
For fiscal 3Q17, analysts expect Salesforce (CRM) to post revenue and non-GAAP EPS (earnings per share) of ~$2.12 billion and $0.21, respectively.
Microsoft Responds to Expected Surge in Enterprise Mobile Apps
The launch of PowerApps holds importance, as the enterprise mobile apps market is expected to surge significantly.
Salesforce.com partners with Accenture to tailor wearable devices
Salesforce.com (CRM) announced a collaboration with Accenture (ACN. Both companies share an equal passion about wearable technology ruling the market in the future.
Cloud Space Continues to See Consolidation in June
The SMAC (social, mobile, analytics, and cloud) revolution has forced technology players to look for various avenues of growth in the rapidly changing environment.
What Are Analysts’ Recommendations for Salesforce’s Stock?
Salesforce is a prominent player in the software space, along with Microsoft (MSFT), Oracle (ORCL), IBM (IBM), and SAP (SAP).
Soros Fund Management’s Major Picks amid Trade War
Soros Fund Management’s top five buys in the second quarter were Invesco QQQ Trust (QQQ), Alphabet, eBay, Symantec, and Red Hat.
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 […]
Why Salesforce Holds the Title of Most Innovative Company
In 2016, Salesforce has continued to report double-digit growth and was ranked as the most innovative company by Forbes for the sixth straight year.
How NetSuite Will Improve Oracle’s Position in the Cloud Space
In fiscal 2016, Oracle reported ~$2.9 billion in cloud revenue. Oracle is making progress in the space and expects 65% growth in the space in fiscal 2017.
How Did Microsoft’s Cloud Offerings Perform in Fiscal 4Q16?
In fiscal 4Q16, Microsoft’s cloud offerings grew to reach an annualized revenue run rate of $12.1 billion.
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.
Oracle Unveils a Range of Cloud Offerings
Oracle’s newly launched cloud offerings are a step forward in Oracle’s strategy to shift its database and CRM business to the cloud.
Overview: The software industry landscape
Once customers adopt specific operating systems, it would be very difficult for them to even consider changing it.
Why the IBM-Salesforce Deal Matters to AI
IBM has been betting heavily on Watson, its cognitive computing platform, to steer the company toward much-needed growth.
Why Salesforce Acquired Gravitytank
Salesforce is currently on the acquisition bandwagon. In mid-September 2016, it announced its acquisition of Gravitytank.
Oracle’s Database Cost Is Its Best Defense in Open Source Space
Except for Oracle’s relational databases, all other databases—especially MySQL—are losing to NoSQL databases.
What Salesforce Is Buying in the Startup Market
Salesforce (CRM) has recently been active in the M&A (mergers and acquisitions) market, buying startups that a company official has described as “tuck-in assets.”
Oracle Cloud at Customer: Could It Boost Oracle’s Position?
On March 24, 2016, Oracle (ORCL) announced a new service in the cloud: Oracle Cloud at Customer. It’s a hybrid structure in which a client can run the workload on-premise or in Oracle cloud.
Why Box Inc. looks to leverage hot tech trends—cloud and mobility
Here, we’ll discuss the company’s business and how it’s trying to leverage cloud service market growth. Box’s storage product is based on cloud architecture.
A Look at Amazon’s and Peers’ Growth in the Cloud Space
Amazon leads but other players are quickly catching up Earlier in this series, we discussed expectations for growth in the cloud space. Amazon (AMZN) is the undisputed leader of the cloud space, ruling more than half of it. Microsoft (MSFT), IBM (IBM) and Google (GOOG) are the three next largest players. Though Salesforce (CRM) and […]
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).
A Look at Salesforce’s Cash Position in Fiscal 2Q17
As of July 31, 2015, Salesforce had cash, cash equivalents, and marketable securities worth $1.1 billion.
Cloud Margins for This SAP Segment Are Significantly High
In fiscal 2Q16, within SAP Business Network segment, cloud subscriptions and support revenue grew by 21% in constant currency terms to $766 million.
A Close Look at Intuit’s Reporting Structure
Intuit’s reporting structure is organized around three segments: Small Business, Consumer Tax, and Professional Tax. It generates a majority of its revenues from small businesses.
Amazon Web Services Revenue Comprises 57% of Amazon’s Profits
Amazon’s cloud services arm, Amazon Web Services contributed $391 million toward Amazon’s $684 million operating profit for 2Q15, or 57%.
How IBM’s iX Unit Could Get a Big Boost from Bluewolf Group
After the Bluewolf acquisition is finalized, the company will become part of IBM’s iX, or Interactive Experience, unit.
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.
Must-know: Concur is the biggest acquisition in SAP’s history
Since 2010, SAP AG (SAP) spent more than ~$12 billion on acquisitions. Concur Technologies is the largest acquisition in SAP’s 42-year history. In its 2Q14 results, most of SAP’s growth was from its cloud business—approximately $1 billion annually. Concur’s management mentioned that they expect to end fiscal year 2014 with ~$690 million.
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.
Is Salesforce Stock Still a Buy After Latest Rally and Dow Listing?
Does Oracle’s Buyout Strategy Affect Investors’ Returns?
Oracle has pursued the acquisition route to gain a foothold in the cloud space
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.
What Do Technical Indicators Say about Oracle’s Stock?
As of June 8, 2016, Oracle’s stock has fallen 9% for the trailing-12-month period.
Why Did Oracle Choose to Provide Support to Weibo?
In March 2015, Oracle (ORCL) Social Cloud extended its support to Weibo. It will provide publishing, engagement, and analytics support for Weibo.
Coatue Management adds new position in Level 3 Communications
Coatue Management added a new position in Level 3 Communications Inc. (LVLT) during the third quarter. The stock accounted for 1.46% of the fund’s 3Q14 portfolio.
Azure Could Outpace AWS—Bernstein Bullish on MSFT
Azure has proven to be Microsoft’s pillar of growth time and again. The stock got a bullish call from a Bernstein analyst due to Azure’s profit potential.
Why “Application software” is important in the software industry
Application software is the software that you install on your operating system.
Must-know: Will Microsoft’s new “one Microsoft” strategy pay off?
The realignment is expected to enable Microsoft to innovate with greater speed, efficiency, and capability in a fast-changing technological landscape.
How Are Citadel Advisors Hedging their Portfolio?
Kenneth Cordele Griffin is the CEO of investment management firm Citadel Advisors LLC. He is the hedge fund manager and he founded Citadel in 1990.
Why Salesforce shares fell after earnings despite revenue growth
Shares plunged at the end of February despite Salesforce beating Street estimates with its results for the fiscal fourth quarter ended January 31, 2014.
Must-know: A brief overview of Box Inc.
Box has built-in functionality across programs such as Microsoft (or MS) Word, MS PowerPoint, MS Excel, Google Spreadsheets, and Google Docs.
Overview: The status of Box’s initial public offering
One of the reasons why the IPO may be delayed is because of sub-optimal equity markets.
Will Microsoft’s Nokia acquisition drive its mobile market share?
Analysts believe Microsoft had no choice but to acquire Nokia for the Windows operating system to remain relevant in the mobile market.
A guide to Microsoft’s shift from software to devices and services
Microsoft is currently transforming from a software player to a “devices and services company” in an overhaul aimed at improving sales and MSFT’s competitive position.
Amazon’s VI Initiative: Which Stock To Invest In?
Would you invest in a company that promises a technological utopia? It could be a simple answer – either you invest in it or you don’t.
Where Did Stanley Druckenmiller Place His Bets?
In the second quarter, Stanley Druckenmiller’s top five buys were Uber Technologies, Microsoft, Salesforce.com, PG&E, and Barrick Gold.
Etsy Expands to New Vertical with Reverb Acquisition
Etsy (ETSY) stock price edged higher on the confirmation that the company is expanding into a new vertical.
As Facebook Unveils Libra, MSFT and CRM Join a Blockchain Group
On June 18, Facebook (FB) launched Libra, its own cryptocurrency. On the same day, CoinDesk published another piece of blockchain news that didn’t receive as much fanfare as Facebook’s Libra news. Was the timing a coincidence? We think not.
S&P 500’s Top Gainers: Micron Technology and Twitter
Micron Technology, which is an American global corporation that produces many forms of semiconductor devices, was the S&P 500’s top gainer on July 2.
Dish Network’s Business Strategy Regarding the Internet of Things
Dish Network believes that for IoT to work, a 5G (fifth-generation) network is essential.
Could Oracle’s Stock Price Top $60?
Oracle has more than 400,000 enterprise customers that it can convert from legacy on-premise software to cloud-based software.
Gauging IBM’s Value Proposition in the US Software Space
As of July 26, Microsoft (MSFT) is still the largest software player by market capitalization globally. It’s followed by Oracle (ORCL) and IBM (IBM).
Understanding Microsoft’s Value Proposition in the US Software Space
Microsoft’s forward annual dividend yield was ~2.1% on July 18, 2017, lower than IBM’s forward dividend yield of ~3.9% but higher than Oracle’s forward dividend yield of ~1.5%.
How Salesforce Gained Its Moat
Salesforce.com is a leader in the customer relationship management industry. The company has built its moat on the back of its network effect and strong brand.
Salesforce’s EV-to-EBITDA Multiple Compared to Its Peers
Microsoft’s forward annual dividend yield was ~2.3% on May 15, 2017, and Oracle’s and IBM’s yields were ~1.7% and ~4.0%, respectively.
How Analysts View Salesforce Stock: 91% Recommend a ‘Buy’
The Wall Street consensus target price for Salesforce was $96.93 per share on May 15, 2017.
Why Third Point Increased Its Position in Salesforce
Salesforce constitutes ~2.4% of the Third Point LLC portfolio, which the hedge fund acquired at an average price of $79.89 per share.
Why Salesforce’s Revenue Dominance in the Americas Is Good News
According to an IDC Research report released in February 2017, the United States (SPY) could be the largest market for the public cloud between 2015–2020, generating more than 60% of total global revenues.
Why Salesforce Einstein Could Be CRM’s Highlight in 2017
To further enhance the reach and penetration of Einstein, Salesforce partnered with IBM (IBM).
Chart 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.
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 […]
How 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 […]
A Look at Salesforce’s Decline in the Software-As-A-Service Space
Microsoft’s edge over Salesforce in the cloud Earlier in this series, we discussed how Adobe’s (ADBE) and Microsoft’s (MSFT) collaboration could loosen Salesforce’s (CRM) grip on the cloud computing space. Salesforce pioneered SaaS (software-as-a-service) and had a first-mover advantage over peers Microsoft, Oracle (ORCL) and IBM (IBM). However, Microsoft soon became a dominant player in […]
Salesforce’s Data Center Expansion in Japan: A Strategic Move?
Last week, Salesforce (CRM) announced the opening of its second data center in Japan (EWJ). This series will look at the company’s strategy in the highly competitive cloud space.
Could Google Threaten Microsoft’s Dominance in the Collaboration Space?
Google’s record growth in SaaS space suggests that its rapid growth could pose a threat to Microsoft’s dominance in the collaboration sector.
How 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.
Amazon–Workday Deal Signals Strategy to Bring Rivals to AWS
The recent deal between Amazon (AMZN) and Workday (WDAY) hints at a strategy to create AWS customers among Amazon’s rivals.
How Azure Stack Could Complement Microsoft’s Cloud Offerings
The combination of Azure and Azure Stack could boost Microsoft’s position in the overall cloud space as a breakthrough player, rather than an economic option to on-premises servers.
Why Oracle Is Increasing Its R&D Spending
Oracle (ORCL) has targeted the Asia-Pacific region, the Middle East, and North America to open more data centers in 2018.
How NetSuite Enabled Oracle’s Dominance in the ERP Space
Oracle’s (ORCL) better-than-expected Cloud revenues, driven by SaaS and PaaS, indicate that NetSuite’s addition to Oracle could be a profitable move.
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.
Is the IBM-Salesforce Partnership about Killing Microsoft?
Microsoft (MSFT) could become a victim of the artificial intelligence partnership IBM (IBM) and Salesforce (CRM) struck in early March 2017.
Will Salesforce Continue Its Buying Spree in 2017?
Salesforce’s acquisition spree Earlier in this series, we discussed Salesforce’s (CRM) recent acquisition of Sequence. We also looked at why companies such as Salesforce and IBM (IBM) are increasingly drawn towards the digital agency space. Of late, Salesforce has been on an acquisition spree. Since 2006, Salesforce has made 44 acquisitions, according to Crunchbase. In the past […]
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 […]
How Salesforce’s US Dependence Could Help It
Largest market for public cloud Earlier in this series, we discussed analysts’ expectations from Salesforce’s (CRM) soon-to-be-announced fiscal 4Q17 results. We also learned how the growing cloud adoption could benefit Salesforce, which generates the majority of its revenue from subscriptions. Let’s see how the United States, the largest market for the cloud, could benefit Salesforce. According to […]
Why Is Cisco Eyeing the Internet of Things Space?
In January 2017, Cisco Systems (CSCO) made headlines when it announced its acquisition of AppDynamics.
Why FireEye’s Focus on SaaS Space Is Good News
FireEye, a cybersecurity big gun, is making a rapid transition toward the cloud, meaning that its subscription offerings could dominate its future billings.
Will AppDynamics Acquisition Help Cisco’s Position in SaaS Space?
AppDynamics has managed to grow 50% on an annual basis. Moreover, 75% of AppDynamics customers make purchases based on a subscription-based model.
How AppDynamics Will Enhance Cisco’s Stance in the IoT Space
After Cisco’s acquisition of Sourcefire, a security company, for $2.7 billion in 2013, AppDynamics is its largest acquisition.
Why Salesforce Is Likely to Grow in 2017
Despite the growing competition, Salesforce still dominates CRM space with a significant market share.
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.
Will Strategic Imperatives Again Rule IBM’s 4Q16 Results?
Despite a fall in overall revenue and no growth in any of its operating segments, IBM’s Strategic Imperatives segment managed to post growth in 3Q16.
Will IBM Break Its Negative Revenue Trend in 4Q16?
International Business Machines (IBM) is scheduled to release its 4Q16 and 2016 results on January 17, 2017. In 3Q16, it reported revenue of ~$19.2 billion.
Is IBM Poised to Benefit from the next Computing Cycle?
IBM (IBM), which has been grappling with no revenue growth, continued the trend in 2016. However, its Strategic Imperatives segment, which comprises investments in cloud, analytics, mobile, social, and security technologies, continued to post growth and contribute more to its overall revenue.
Will Oracle’s Acquisition Spree Continue in 2017?
Calendar 2016 marks the second year on record in which tech deals accounted for the majority of M&As. Prior to 2016, 2000 saw the highest number of deals.
Why Did Twitter Stock Fall Last Week?
Twitter (TWTR) stock fell 4.7% on December 21, 2016, after the company reported that two senior executives had resigned.
Would New Offerings Provide FireEye with a Much-Needed Push?
FireEye’s (FEYE) focus on the SaaS space generates hope among its investors, as SaaS is expected to be the fastest-growing segment in the cloud space.
How Will Sanovi Enhance IBM’s Disaster Recovery Strategy?
In June 2016, IBM was positioned as a leader in Gartner’s Magic Quadrant for DRaaS (disaster recovery as a service) for the second straight year.
Analysts’ Views on Salesforce’s Stock
Wall Street analysts’ views on Salesforce’s stock Earlier in this series, we discussed Salesforce’s (CRM) fiscal 3Q17 earnings. Considering its guidance to record $10 billion in revenue in fiscal 2018, it appears that its strategy to grow in the rapidly expanding and competitive cloud space is working. Salesforce is a prominent player in the software […]
Is Salesforce Chasing Growth at the Expense of Margins?
Key factors working for Salesforce Earlier in this series, we discussed Salesforce’s (CRM) double-digit revenue growth, geographical performance, and its operating segments’ contribution towards overall revenue. Although Microsoft (MSFT) recently claimed Salesforce’s leadership position in the SaaS (software-as-a-service) space, Salesforce continues to be a leader in the CRM (customer relationship management) space. Recently, we’ve looked […]
Why Did Cisco’s Collaboration Revenues Fall in Fiscal 1Q17?
Cisco’s (CSCO) Collaboration business posted a 3% revenue decline on a YoY (year-over-year) basis in fiscal 1Q17.
What Is Salesforce’s Value Proposition in the Software Space?
Salesforce was trading at a forward EV-to-EBITDA ratio of ~24.1x on November 9—higher than Microsoft’s ~10.5x, SAP’s ~12.6x, and Oracle’s ~8.2x.
What Trump’s Victory Could Mean for Salesforce
Trump has planned a reduction in the current tax structure, and both immigration and taxation impact the IT sector—especially software sector.
Salesforce Holds Leadership Role in Horizontal Portals
Gartner recently positioned Salesforce in the “Leaders Quadrant in the Gartner 2016 Magic Quadrant for Horizontal Portals” for its Community Cloud offering.
This Fueled Morgan Stanley’s Bullishness in Salesforce’s Stock
Morgan Stanley applauded when Salesforce backed away from the Twitter deal. Keith Weiss, a Morgan Stanley analyst, stated that it was “not the right fit.”
How Microsoft’s Productivity and Business Segment Performed
In fiscal 1Q17, Microsoft’s (MSFT) Productivity Business Processes segment grew 8% to $6.7 billion in constant currency terms.
These Stocks Have Been Fueling the Invesco American Franchise Fund
The Invesco American Franchise Fund Class A (VAFAX) finds itself right in the middle of the pack of 12 funds, performance-wise, YTD in 2016.