Cisco Systems Inc
Cisco Stock Is Falling—Should You Buy the Dip or Sell at These Levels?
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How the Server Market’s Growth Impacted Oracle in Fiscal 1Q18
According to Gartner, server market revenues grew 2.8% to ~$13.9 billion, while shipments grew 2.4% to ~2.8 million units in 2Q17.
Why HP Sold Its 51% Stake in H3C Technologies This Month
On May 21, 2015, HP (HPQ) officially announced the sale of its 51% share in H3C Technologies to China-based Tsinghua Holdings subsidiary, Unisplendour.
Why Microsoft’s Capital Expenditure Has Risen
In fiscal 3Q18, Microsoft’s capital expenditure was $3.5 billion, with most going toward data center expansion.
Does Palo Alto Pose a Real Competition to FireEye in Cybersecurity?
FireEye (FEYE) employs malware sandboxing technology to identify advanced security threats before they intrude and infect a network.
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.
Is Cisco Stock a Good Buy at These Prices?
How Microsoft Could Benefit from Trump’s Policies
Microsoft’s cash and short-term investment balance of $136.9 billion was on the top of the list for the fourth straight quarter.
Can Cisco Beat Its Own Revenue Forecast in Fiscal 3Q15?
Cisco is expected to announce its fiscal 3Q15 earnings on May 13. Cisco expects its year-over-year revenue growth to be 3%–5% in the quarter.
What Are Analysts’ Views on NetApp?
NetApp (NTAP) generated investor returns of -9.3% in the trailing-one-month period.
Can Cisco’s Switching and Routing Revenue Continue to Fall?
Cisco Systems’ (CSCO) Switching business revenue has fallen 4.0% YoY (year-over-year) to $10.5 billion in the first nine months of fiscal 2017.
HPE Continues to Beat Analyst Earnings Estimates in Fiscal 2018
HPE beat earnings estimates of $0.37 in fiscal Q3 by 19% with posted non-GAAP (generally accepted accounting principles) EPS of $0.44.
Why is “Internet of Everything” a future growth driver for Cisco?
Cisco CEO John Chambers believes the Internet of Everything (IoE) might be a $19 trillion opportunity. Cities globally have the potential to claim $1.9 trillion in value from IoE over the next decade, Cisco’s study stated.
What Comes after Dell–EMC, WDC–SNDK Deals in the Storage Space?
SanDisk (SNDK), which was eagerly looking for a buyer, found one in Western Digital (WDC). WDC agreed to buy SanDisk for $19 billion.
How SMAC provides growth opportunities for Symantec
SMAC has led to increased security concerns and more global spending on cyber security, which is expected to reach $71.1 billion in 2014.
Symantec’s Value Proposition in the Cybersecurity Space
Symantec’s scale in the cybersecurity space So far in this series, we’ve looked at Symantec’s (SYMC) performance in fiscal 2Q18. We’ve discussed its segment-wise performance and factors that could boost its prospects in the rapidly growing cybersecurity space. In this part, we’ll compare Symantec’s value proposition with peers’. On November 27, 2017, Cisco Systems (CSCO), with a market […]
A Detailed Analysis of JPMNX’s Low-Volatility Holdings
Apart from JPMNX’s long positions, the fund’s portfolio is also made up of short holdings in the financial, IT, and healthcare sectors.
What to Expect from Ericsson in 2Q17
Ericsson (ERIC) is expected to announce its 2Q17 results on July 18, 2017. Analysts expect Ericsson to post revenue of $5.7 billion with a low estimate of $5.6 billion and a high estimate of $5.8 billion for the quarter.
IBM Systems Segment Failed to Benefit from Server Market Growth
Despite growth in the server market after five quarters, IBM’s Systems segment failed to benefit from it.
Why HP resorted to layoffs to reduce its costs
Social, mobile, analytics, and cloud (or SMAC) is a disruptive technology that’s transforming the current IT environment at a rapid pace. Many technology leaders, who failed to acknowledge its importance or were slow in embracing it, are suffering. HP has been impacted by SMAC.
The Word on the Street: What Analysts Recommend for Cisco Systems
Cisco has generated investor returns of 5.9% in the trailing 12-month period, and -3.9% in the trailing one-month period. It generated 0.6% in 2015.
Goldman Sachs’s Views on Cisco Systems
While Cisco Systems (CSCO) stock has had an impressive rally this year, Goldman Sachs (GS) views this as only the beginning.
Motorola Solutions Announces 2Q15 Results, Beats Expectations
2Q15 Results On August 5, 2015, Motorola Solutions (MSI) announced its 2Q15 results and reported revenues of $1.36 billion, a 2% year over year (or YoY) decrease including $53 million of unfavorable foreign currency impact. Gross profit for 2Q15 was $648 million compared to $656 million in 2Q14. Operating income increased 84% YoY from $138 […]
Open Source Continues to Get Attention from Technology Players
IBM’s recent acquisitions show the company has increased investments in open source. The cloud revolution has acted as a catalyst to the increased adoption of open source technologies.
What Will Drive Routing Growth for Cisco?
A rise in the penetration of mobile devices will drive mobile data demand. Cisco forecasts mobile video to have the highest growth rate of any application.
Cisco and Ericsson Join Hands to Take on Huawei
On November 9, Cisco and Ericsson announced a major partnership where both companies would develop new products. Both face competition from nokia and Huawei.
HPE’s Revenue Is Estimated to Rise 6% in Fiscal 2018
HPE’s revenue is estimated to rise 6% from $28.9 billion in 2017 to $30.62 billion in fiscal 2018.
What Will Drive NetApp’s Revenue in the Future?
Let’s look at the key growth drivers of NetApp’s revenue. The company earns ~56% of its revenue by selling data storage hardware and ~44% from services.
How Do Analysts View Cisco?
Cisco (CSCO) has generated investor returns of -5.7% in the trailing-12-month period and -3% in the trailing-one-month period.
Inside the Nokia-Juniper Deal: Juniper’s Perspective
From the no-comment by Juniper and the denial by Nokia, there appear to be no active merger talks between the two companies right now.
Can Juniper Ride the Cloud Computing Wave?
Juniper issued upbeat guidance for the current quarter. EPS is expected in the range of $0.59–$ 0.64.
Analysts Expect Juniper’s Revenue to Fall 14% in 1Q18
Juniper Networks (JNPR) is expected to announce its 1Q18 results on May 1, 2018.
iPhone Battery Replacement Could Impact Apple’s Earnings
Apple (AAPL) reported earnings per share of $3.36 on revenues of $78.4 billion for fiscal 1Q17, which ended in December 2016.
FireEye Comes Up Short of Analysts’ Expectations in Fiscal 1Q16
FireEye (FEYE) reported its fiscal 1Q16 earnings on May 5, 2016. Like fiscal 4Q15, revenues failed to meet analysts’ expectations.
Why Ericsson Had a Feeble Performance in 2Q17
Ericsson (ERIC) disappointed investors in the latest quarter as sales plunged and its bottom line deteriorated.
What to Expect from HPE’s Revenue and Earnings in Fiscal Q3
In this series, we’ll look at analysts’ earnings and revenue estimates for Hewlett Packard Enterprise (HPE) for the fiscal third quarter.
Must-know: What challenges “big data” is posing
The continuous inflow of massive data—in various formats like texts and photos—poses the biggest challenge because organizations still aren’t equipped to deal with them.
Cisco Systems: How Did It Do in Fiscal 4Q16 and Fiscal 2016?
On August 17, 2016, Cisco Systems (CSCO) announced its fiscal 4Q16 and fiscal 2016 results. It reported revenue of $12.6 billion, an increase of 2% YoY.
What Helped Fortinet’s Billings Post Double-Digit Growth in 2015?
Apart from revenues and EPS, industry analysts keep a watchful eye on billings growth in the cybersecurity space.
How Is Ericsson Stock Performing in July 2017?
In the trailing-one-month period, Ericsson (ERIC) has generated returns of -1.1%. In the trailing-12-month period, the stock has fallen 2.4%.
How Ralph Lauren Could Benefit from Trump’s Tax Reforms
According to a recent study by Goldman Sachs, S&P 500 companies have parked $920 billion of untaxed cash overseas
How Wall Street Analysts View Juniper Networks
Of the 29 analysts covering Juniper Networks (JNPR), nine gave it a “buy” recommendation, two recommended a “sell,” and 18 gave it a “hold” recommendation.
What Are Analysts Recommending for FireEye Stock?
Of the 30 analyst recommendations for FireEye (FEYE) stock, there are two “sell” recommendations. More than 60% of these analysts recommended a “hold” and the remainder were “buy” recommendations.
FireEye’s 3Q16 Cash Flow Presents a Source of Concern
In fiscal 4Q16, FireEye (FEYE) expects its revenues to range from $187 million–$193 million and its billings to range from $230 million–$250 million.
What Can Investors Expect from Nokia’s Upcoming 3Q16 Earnings?
Nokia (NOK) will be announcing its 3Q16 results on October 27, 2016. Analysts estimate revenues of $6.5 billion with a low estimate of $6.3 billion and a high of $6.7 billion.
What Impacted Cisco’s Switching Revenue in Fiscal 3Q17?
US-based (SPY) Cisco Systems’ (CSCO) Switching segment saw a revenue rise of 2% YoY (year-over-year) in fiscal 3Q17.
How VMware Aims to Expand in the Enterprise IT Space
VMware’s expansion of NSX, which operates in the SDN market, is timely.
How Has VMware’s NSX Been Performing?
In its fiscal 4Q16 earnings release, VMware shared that the company had closed an “NSX-only deal” that surpassed $10 million in the quarter.
Palo Alto Networks Had Record Billings Growth in Fiscal 2Q16
Palo Alto Networks’ (PANW) fiscal 2Q16 billings of $459 million exceeded consensus expectation of $417 million. It was its highest billings growth for the last 11 consecutive quarters.
Apple May Debut 2017 iPhone with Much Larger Display
Under pressure to impress consumers, Apple (AAPL) is reportedly working on radical designs for the iPhone 8, which could include a curved display.
What Makes FireEye Management Optimistic?
FireEye is expecting 3Q17 (September quarter) revenue in the range of $183 million to $189 million.
Cisco Systems Adjusts Its Holdings in VMware
Cisco Systems still owns more than 2.5 million VMware shares, representing nearly 42.8% of its total portfolio.
Updates on Sprint’s Partnership with Altice
In November 2017, wireless service provider Sprint (S) announced a strategic MVNO (mobile virtual network operator) deal with Altice USA (ATUS).
Why Nokia Is Cutting Jobs in France
Nokia’s French R&D unit, where the company is required to have hired a total of 2,500 employees before the end of 2018, is expected to be spared the layoff.
How Taxes Have Affected Garmin
In 3Q17, Garmin’s (GRMN) effective tax rate was 20.8% compared to 16.5% in the same period last year.
Dotcom Bubble 2.0? We Don’t Think So!
Although tech stocks have been buoyant in 2015, we don’t think that this means the advent of dotcom bubble 2.0. There are some key differences.
How Palo Alto Networks Performed Compared to Its Peers
Palo Alto Networks’ (PANW) current ratio is 1.10. This is low compared to Check Point Software Technologies (CHKP) at 1.70 and Cisco (CSCO) at 3.23.
Trump’s New Round of Tariffs on Chinese Imports Could Hurt Intel
Donald Trump imposed a second round of tariffs on $200 billion in Chinese (FXI) imports on September 24.
System Software Subsector: Best Performer in HACK
From September 7–11, 2015, the technology sector performed immensely well, pulling all the sectors up. For HACK, System Software was the best performing subsector.
Understanding BlackBerry’s Vision of Fiscal 2018
BlackBerry expects its gross margin to reach 70% in fiscal 2018, which would be a rise of 800 basis points over its gross margin of 62% in fiscal 2018.
Bright Spots for Cisco under a Trump Presidency
Cisco’s (CSCO) CEO, Chuck Robbins, discussed on the company’s fiscal 1Q17 earnings call what he thought about doing business under a Donald Trump presidency.
What Drove Cisco’s Infrastructure Revenue in the Third Quarter?
Cisco is losing market share to China’s (FXI) Huawei and is targeting growth in emerging markets (EEM) including India (INDA).
Tech Stocks Benefit from Market Bounce
On September 8, 2015, the tech sector began to bounce back, with all component stocks rising.
IBM Is Now Eyeing the Cloud Video Space
IBM’s interest in the cloud video space, as seen by its acquisitions of Ustream and Clearleap, reflect its high expectations for the cloud video market.
Can Cisco’s Security Business Keep Growing in Fiscal 3Q17?
According to IDC, tech heavyweight Cisco Systems (CSCO) continues to dominate the security appliance market with a 13.7% share.
What Just Happened to Ericsson’s Stock Price?
Shares of telecom equipment firm Ericsson (ERIC) fell ~10% in July 2017 to close the month at $6.42.
Elliott Management Seeks Increased Valuation for Polycom
Elliott Management doesn’t believe that Polycom’s strategy of cutting costs, changing management, and repurchasing shares has created shareholder value.
Overview of Motorola Solutions
Motorola Solutions has a market capitalization of $14.21 billion, and competitors Harris Corporation and Cisco have market capitalizations of $9.37 billion and $131.29 billion, respectively.
How Cisco’s Recent Acquisitions Fit
Including the recently announced acquisition of BroadSoft, Cisco Systems (CSCO) has done seven acquisitions so far in 2017.
Nokia Is in Balance Sheet Cleanup Mode
Nokia is set to spend ~$1.5 billion to repurchase notes issued by it and its subsidiary Alcatel-Lucent. The notes Nokia is repurchasing are years away from their maturities.
The Datadog IPO: Will the Optimism Continue?
Software-as-a-service company Datadog (DDOG) made a smashing debut on Wall Street yesterday. After its IPO, DDOG’s shares surged 40% in intraday trading.
UCS Drove Cisco’s Data Center Business Growth in Fiscal 3Q15
Cisco’s Data Center business continues to have strong growth. Its Data Center business had a YoY revenue growth rate of 21%—the highest among its other segments.
Vocera Communications: Why the stock could see a meaningful upside
Vocera Communications (VCRA) provides a unique solution in the healthcare communications industry and has a leading position in this developing market.
Brocade on the Street: How Analysts View BRCD in May 2017
Of the 13 analysts covering Brocade Communications Systems (BRCD), only one has recommended a “buy,” while 13 have recommended a “hold.”
Why Intel is aggressively eyeing the IoT space
According to the IDC, the IoT (Internet of Things) market is expected to reach $7.1 trillion in sales by 2020—up from $1.9 trillion in 2014.
The New Face of Splunk: Great Expectations with Doug Merritt
Doug Merritt, who joined Splunk as Senior Vice President of Field Operations in 2014, will become CEO, following Godfrey Sullivan’s decision to step down.
How HPE’s Acquisition of Plexxi Could Affect VMware
Plexxi’s acquisition has given HPE access to networking, which is considered crucial to enterprise cloud infrastructure.
What Drives VMware’s Revenues?
EMC (EMC) controls an 80% stake in VMware (VMW). The company’s NSX and Virtual SAN segments recorded triple-digit growth in fiscal 2015.
Will the UK’s Brexit and the Weakening Pound Pose Concerns for IBM?
The announcement of the United Kingdom’s referendum results in favor of exiting the EU, or Brexit, caused IBM’s stock to fall by ~6% in late June 2016.
Cisco Dominates Communications Equipment Space in HACK
In this series, we’ll compare the performance of companies in the communications equipment subsector such as Cisco Systems, Juniper Networks, Palo Alto Networks, and Radware, which are part of HACK.
BlackBerry Owes Its Software Revenue Growth to BES12 and QNX
BlackBerry’s software and technology licensing revenues grew 18% year-over-year, mainly due to the company’s BES12 solution.
The Truth behind Cisco’s Acquisition of CliQr Technologies
On March 1, Cisco announced the acquisition of CliQr Technologies for $260 million. CliQr provides application-centric hybrid cloud management software.
Why did Soros Fund Management acquire a stake in Polycom?
George Soros’ Soros Fund Management disclosed a new position in Polycom Inc. (PLCM), according to a 13G filed with the SEC. Soros acquired 9,400,078 shares, or 6.96% of the company.
Inside Routers: Who Are the Major Players in the Routing Market?
Routers are connected to a minimum of two networks and decide which way to send information, based on the understanding of the networks.
Why Brocade Shares Rose in November 2016
On November 2, Broadcom announced that it will acquire Brocade for $5.9 billion, including a cash transaction of $5.5 billion and $0.4 billion of net debt.
Can Cisco Continue Revenue Growth in Its Security Business?
According to IDC, the worldwide security appliance market grew YoY in vendor revenues and unit shipments in 2Q16 (fiscal 4Q16 for Cisco).
Boeing Stock: Worst Weekly Fall since 2016
Boeing stock fell 10.3% last week—the biggest weekly loss in the last three years. The stock fell 11.4% during the week ending February 12, 2016.
Could NetApp Be a Market Leader in the All-Flash Storage Market?
NetApp (NTAP) chief information officer Phil Brotherton stated that Flash technology is important to the company’s operating system.
What Can HPE Achieve with Niara’s Technology?
With security analytics provider Niara in its portfolio, Hewlett-Packard Enterprise (HPE) stands a better chance at bolstering its competitive advantage in the enterprise IT vendor market.
Does VMware’s Acquisition of PlumGrid Make Sense?
VMware (VMW) parted with an undisclosed sum to add PlumGrid to its portfolio.
Why Vocera’s total revenue opportunity is materially larger
Vocera Communications (VCRA) roughly has a 10% market share of potential hospital contracts in the U.S. Per some Street estimates, VCRA’s total addressable market in the U.S. healthcare is roughly $6 billion.
Intel’s Investment in Yuneec Will Enhance Its Presence in China
Intel is focused on enhancing its presence in China, as is apparent from Intel’s investment in China-based Tsinghua Group in which it bought a 20% stake for $1.5 billion in 2014.
How the Latest Tariffs Could Affect US Businesses and Consumers
Both US (SPY) (IVV) businesses and consumers are expected to be negatively affected by the most recent round of trade tariffs.
Symantec: What’s Impressive about Splunk?
In fiscal 2Q18, Splunk posted revenue growth of nearly 32% year-over-year to $280 million.
Why Is IBM’s Partnership with Cisco So Important?
IBM announced its partnership with Cisco in late June 2016. It will enable both companies to develop a suite of cloud-based workplace tools and apps.
What’s behind HP’s Sluggish Revenue Growth in Q1?
HP Inc. (HPQ) has posted double-digit growth in revenues on a YoY basis for eight consecutive quarters.
HP launches next generation Gen9 ProLiant Servers
Hewlett-Packard Company’s Gen9 Proliant Servers are designed to deliver more applications and services in a timely, cost-efficient way.
Could Hexadite Mark the Onset of Microsoft’s M&A Spree?
Believed to be the world’s largest cyberattack, WannaCry ransomware infected more than 230,000 computers in almost 150 countries.