Salesforce.com Inc

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  • 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 Salesforce Acquired Twin Prime
    Miscellaneous

    Why Salesforce Acquired Twin Prime

    Salesforce continued its spree in December 2016 with its acquisition of Twin Prime, a startup focused on machine learning.

    By Anne Shields
  • What’s Amazon’s Gobal AWS Strategy Now?
    Company & Industry Overviews

    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.

    By Puneet Sikka
  • uploads///cloud adoption
    Earnings Report

    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.

    By Anne Shields
  • uploads///mobile subscriptions
    Company & Industry Overviews

    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.

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

    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.

    By Anne Shields
  • uploads///Public cloud
    Company & Industry Overviews

    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.

    By Anne Shields
  • uploads///salesforce analyst recommendation
    Company & Industry Overviews

    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).

    By Anne Shields
  • uploads///AdobeStock_
    Consumer

    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.

    By Rabindra Samanta
  • 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///innovation
    Earnings Report

    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.

    By Anne Shields
  • uploads///oracle saas and paas
    Technology & Communications

    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.

    By Anne Shields
  • uploads///Technologies
    Consumer

    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.

    By Anne Shields
  • 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///Oracle Cloud Platform
    Earnings Report

    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.

    By Anne Shields
  • Technology & Communications

    Overview: The software industry landscape

    Once customers adopt specific operating systems, it would be very difficult for them to even consider changing it.

    By Anne Shields
  • uploads///IBM A
    Company & Industry Overviews

    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.

    By Anne Shields
  • uploads///Gravitytank
    Miscellaneous

    Why Salesforce Acquired Gravitytank

    Salesforce is currently on the acquisition bandwagon. In mid-September 2016, it announced its acquisition of Gravitytank.

    By Anne Shields
  • uploads///database ranking
    Earnings Report

    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.

    By Anne Shields
  • uploads///salefor
    Miscellaneous

    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.”

    By Ruchi Gupta
  • uploads///Oracle Cloud at Customer
    Company & Industry Overviews

    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.

    By Anne Shields
  • Technology & Communications

    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.

    By Puneet Sikka
  • uploads///cloud
    Company & Industry Overviews

    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 […]

    By Anne Shields
  • 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///apple
    Earnings Report

    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.

    By Anne Shields
  • uploads///business network
    Consumer

    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.

    By Anne Shields
  • uploads///SMB
    Earnings Report

    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.

    By Anne Shields
  • uploads///AWS Revenue Growth
    Earnings Report

    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%.

    By Matilda James
  • uploads///services ecosystem
    Miscellaneous

    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.

    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
  • sap acqpngautocompresscformatandixlibphp
    Financials

    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.

    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
  • is salesforce still a buy
    Technology & Communications

    Is Salesforce Stock Still a Buy After Latest Rally and Dow Listing?

    By Ambrish Shah
  • 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///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///moving averages
    Company & Industry Overviews

    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.

    By Anne Shields
  • uploads///Weibo
    Earnings Report

    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.

    By Anne Shields
  • uploads///lvlt
    Fund Managers

    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.

    By Patricia Garner
  • uploads///cloud
    Technology & Communications

    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.

    By Namrata Sen Chanda
  • 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
  • Technology & Communications

    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.

    By Samantha Nielson
  • uploads///AdobeStock_
    Consumer

    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. 

    By Rabindra Samanta
  • Technology & Communications

    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.

    By Samantha Nielson
  • uploads///Box Screenshot
    Technology & Communications

    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.

    By Ingrid Pan
  • uploads///Box crm
    Technology & Communications

    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.

    By Ingrid Pan
  • uploads///Nokia
    Technology & Communications

    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.

    By Samantha Nielson
  • uploads///Aim
    Technology & Communications

    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.

    By Samantha Nielson
  • uploads///robert ruggiero XbcQMMhaow unsplash
    Company & Industry Overviews

    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.

    By Shankar Iyer
  • uploads///AdobeStock_
    Consumer

    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.

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

    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.

    By Neha Gupta
  • uploads///bitcoin blockchain coin
    Company & Industry Overviews

    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.

    By Mike Sonnenberg
  • uploads///Gaienrs
    Company & Industry Overviews

    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.

    By Val Kensington
  • uploads///Growth in connectivity and IoT
    Company & Industry Overviews

    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.

    By Shirley Pelts
  • uploads///
    Company & Industry Overviews

    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.

    By Ruchi Gupta
  • uploads///MKT CAP
    Company & Industry Overviews

    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).

    By Anne Shields
  • uploads///Mkt cap
    Company & Industry Overviews

    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%.

    By Anne Shields
  • uploads///Salesforces Revenues Have Seen Robust Growth over the Years
    Real Insights

    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.

    By VanEck
  • uploads///dividend
    Company & Industry Overviews

    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.

    By Anne Shields
  • uploads///salesforce analyst recommendation
    Miscellaneous

    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.

    By Anne Shields
  • uploads///shareholder activism
    Company & Industry Overviews

    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.

    By Anne Shields
  • uploads///Salesforce revenue geography
    Company & Industry Overviews

    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.

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

    Why Salesforce Einstein Could Be CRM’s Highlight in 2017

    To further enhance the reach and penetration of Einstein, Salesforce partnered with IBM (IBM).

    By Anne Shields
  • uploads///salesforce revenue growth
    Company & Industry Overviews

    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.

    By Anne Shields
  • 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///deferred revenue
    Company & Industry Overviews

    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 […]

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

    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 […]

    By Anne Shields
  • uploads///Data center traffic growth
    Company & Industry Overviews

    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.

    By Anne Shields
  • uploads///g suite  percent
    Company & Industry Overviews

    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.

    By Anne Shields
  • uploads///Microsoft SaaS
    Company & Industry Overviews

    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.

    By Anne Shields
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    Company & Industry Overviews

    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.

    By Ruchi Gupta
  • uploads///Azure Azure Stack
    Company & Industry Overviews

    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.

    By Anne Shields
  • uploads///Research development
    Earnings Report

    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.

    By Anne Shields
  • uploads///SAAS
    Earnings Report

    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.

    By Anne Shields
  • 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///sale
    Miscellaneous

    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.

    By Ruchi Gupta
  • uploads///salesforce acquisitions
    Earnings Report

    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 […]

    By Anne Shields
  • 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///Salesforces revennue geography
    Earnings Report

    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 […]

    By Anne Shields
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    Company & Industry Overviews

    Why Is Cisco Eyeing the Internet of Things Space?

    In January 2017, Cisco Systems (CSCO) made headlines when it announced its acquisition of AppDynamics.

    By Adam Rogers
  • uploads///fireeye platform
    Company & Industry Overviews

    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.

    By Anne Shields
  • uploads///appdynamics revenue share
    Miscellaneous

    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.

    By Anne Shields
  • uploads///IoT
    Miscellaneous

    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.

    By Anne Shields
  • uploads///cloud TAM
    Company & Industry Overviews

    Why Salesforce Is Likely to Grow in 2017

    Despite the growing competition, Salesforce still dominates CRM space with a significant market share.

    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///cloud TAM
    Earnings Report

    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.

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

    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.

    By Anne Shields
  • uploads///cloud TAM
    Company & Industry Overviews

    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.

    By Anne Shields
  • uploads///tech ma
    Miscellaneous

    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.

    By Anne Shields
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    Miscellaneous

    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.

    By Adam Rogers
  • uploads///MVX Cloud
    Earnings Report

    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.

    By Anne Shields
  • uploads///DRaaS
    Miscellaneous

    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.

    By Anne Shields
  • uploads///salesforce analyst recommendation
    Company & Industry Overviews

    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 […]

    By Anne Shields
  • uploads///research
    Earnings Report

    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 […]

    By Anne Shields
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    Earnings Report

    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.

    By Adam Rogers
  • uploads///Mkt cap
    Company & Industry Overviews

    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.

    By Anne Shields
  • uploads///Salesforces revennue geography
    Earnings Report

    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.

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

    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.

    By Anne Shields
  • uploads///salesforce revenue growth
    Earnings Report

    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.”

    By Anne Shields
  • uploads///productivity business
    Earnings Report

    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.

    By Anne Shields
  • Company & Industry Overviews

    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.

    By David Ashworth
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