Cisco Systems Inc
Cisco Stock Is Falling—Should You Buy the Dip or Sell at These Levels?
5 Olympic-Related Stocks To Watch Ahead of the Tokyo Games
Cybersecurity Stocks to Invest in After Colonial Pipeline Cyberattack
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 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 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 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
How NetApp Is Increasing Shareholder Value
NetApp has stated that it is fully committed to executing its capital allocation programs and to creating value for shareholders.
Behind NetApp’s Focus on Strategic Solutions
NetApp CEO George Kurian has stated that the firm will focus on strategic solutions “that represent our pivot to the growth segments of the market.”
Understaning Intel’s Slow Data Center Revenue Growth
In fiscal 1Q16, Intel’s Data Center Group revenues rose by 9% YoY to $4 billion, making for another quarter of single-digit growth.
How VMWare’s NSX Got a Boost from the PLUMgrid Acquisition
VMware ended 2016 with the acquisition of technology and IP intellectual property of PLUMgrid, a startup that designs smart SDN (software-designed networking) systems.
Behind Cisco’s Financial Metrics
Cisco Systems (CSCO) now has a dividend yield of 3.4%, or $0.29, which indicates an annualized dividend payout of $1.16.
Understanding the Apple-General Electric Partnership
In October, Apple and GE announced that they were teaming up to create industrial apps for mobile devices, specifically for Apple’s iPhone and iPad devices.
Must-know update: Why is Cisco undervalued? (FCF model included)
Cisco Sytems, Inc.’s stock is up 13% since 2013, and it has underperformed the S&P 500 Index.
Is FireEye’s Falling Share Price a Threat to Its Existence?
FireEye’s massive stock fall since 2015 makes it an ideal acquisition target for established technology companies. Falling stock prices have depressed the company’s valuations.
Why Are NetApp’s Data Fabric and Strategic Solutions Important?
NetApp (NTAP) believes that the data fabric is the future for data management.
Tech players like Qualcomm plan to tap the Internet of Things
These devices include connected home devices such as air conditioners, washers, and refrigerators, security systems such as alarms and cameras, and energy devices such as thermostats.
How Will Cisco’s Data Center Business Perform in Fiscal 1Q17?
While HPE leads the enterprise data center hardware space with a 20% share, Cisco leads the service provider data center hardware market with a 12% share.
How Cisco, Ericsson, Nokia, and Juniper Performed in 1Q17
Cisco has seen its share price rise 11.8% since the start of calendar 2017 and 17% in the trailing-12-month period, closing 1Q17 at $33.8.
How Hewlett Packard Enterprise Is Increasing Shareholder Value
By the end of fiscal 3Q17, HPE had returned $107 million to shareholders in the form of dividends and $625 million through share repurchases.
A Look at the Nokia–VimpelCom Deal
The expanded contract with VimpelCom offers Nokia an opportunity to settle scores with rivals such as Cisco Systems (CSCO), Ericsson, and Huawei.
What Impacted Cisco Systems’ Security Revenues in Fiscal 2Q18?
In fiscal 2Q18, Cisco’s (CSCO) Security segment posted revenues of $558.0 million, a 6.0% increase compared to $526.0 million in fiscal 2Q17.
How Amazon Chime Could Steal Share from Microsoft’s Skype
Amazon is late to the UCaaS (Unified Communications as a Service) market. But Amazon Chime could still carve out a significant share of the market.
Fair Trade Commission Investigates Qualcomm’s Licensing Practices
According to the Korea Fair Trade Commission’s Case Examiner’s Report, Qualcomm’s practice of licensing its patents at the device level violates Korean competition law.
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.
How the Dell-EMC Merger Could Benefit VMware in the Cloud
VMware, now owned by Dell, was ranked second after Microsoft (MSFT) in the cloud infrastructure software space.
BlackBerry on the Street: What the Analysts Say in May
The stock of Canada-based (EWC) BlackBerry (BBRY) has risen 44% in the past 12 months, after falling 28% in 2016 and 14.2% in 2015.
EMC-Dell Merger Cleared: What Does This Mean for the Competition?
EMC and Dell announced the expiration of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976 for the companies’ merger.
Tech Strength: Strong Balance Sheets and Cash Positions
The primary reason for tech strength is the fact that most tech giants have effective currency hedging techniques in place.
Gauging the Impact of Restructuring on Marvell’s Wireless Business
Marvell Technology Group’s (MRVL) Mobile and Wireless segment completes its cycle of storing, moving, and accessing data.
May 2017 Proved to Be a Roller Coaster Ride for Cisco Stock
Since 2012, Cisco has bought 49 companies, ranging from startups to established companies.
What Impacted Cisco’s Applications Business Revenue in Q4?
Cisco’s (CSCO) Applications business has also contributed to Cisco’s revenue growth in fiscal Q4 2018 and 2018. Revenue from this business segment rose 10% YoY (year-over-year) to $1.34 billion in fiscal Q4 2018.
Is HPE Losing Its Hold on the Server Space?
With revenue and market share of $3.1 billion and 21.3%, respectively, in 3Q17, HPE (HPE) continued to be a leader in the global server space.
What Do Analysts Recommend for Juniper?
Juniper Networks (JNPR) has generated investor returns of -15.6% in the trailing-12-month period and -0.8% in the trailing-one-month period.
HP Industry Standard Servers Post 11% Growth in 2Q15
HP’s industry standard servers reported $3.12 billion in revenue in 2Q15 versus $2.83 billion in 2Q14, a year-over-year increase of 11%.
IBM Continues to Lure Its Investors with Share Buybacks
In 4Q14, IBM (IBM) returned $1.2 billion to shareholders with $1.1 billion in dividends and $0.1 billion in share repurchases.
Why Oracle’s Buyback and Dividend Trend Will Likely Run into 2017
Like IBM (IBM), Oracle (ORCL) aims to lure investors through share buybacks and dividends.
Inside Marvell’s Wireless Plan
In fiscal 4Q16, Marvell exited its mobile business, which reduced the Wireless segment’s revenue contribution to 18%.
Why Bridgewater increased its position in Juniper Networks
Bridgewater Associates increased its position in Juniper Networks from 0.07% in the 1Q portfolio to 0.21% in the fund’s 2Q portfolio.
Why the Rally in the Tech Sector Has Legs
The rally in the tech sector has legs given the amount of cash and the current level of debt.
FireEye Is Trading at a 26% Discount to Average Analyst Estimates
Cybersecurity (HACK) stock FireEye (FEYE) has taken investors on a volatile ride over the last few years.
Cisco Offloading Video Software Business as Strategy Shifts
Cisco Systems (CSCO) is selling its service provider video software business to Permira, the same company that sold it the business in 2012.
Why NVIDIA’s GPU is an integral part of its growth
Since GPUs are installed into every system or PC before they’re shipped, they indicate the PC market’s health. The Gaming PC segment requires higher-end GPUs.
Why HP introduces the Shark system in the “big data” space
All the legacy vendors want a slice of this rapidly growing phenomenon. Demand for data storage is expected to increase. This is why legacy players are pouring funds into “big data” appliances. They’re adopting new technologies to harness “big data” growth through billion dollar investments and acquisitions.
Understanding the Key Growth Drivers in the Switching Market
In the next few years, the exponential growth in the IoT (Internet of Things) space will result in a big jump in the number of connected devices.
Why T-Mobile Isn’t Concerned about Comcast’s New Wireless Service
According to Cisco Systems’ (CSCO) Visual Networking Index at the end of 2015, video constituted ~61% of mobile data traffic in the United States.
Adena Friedman: Corporate Tax Reforms to Improve Economic Activity
Currently, the passage of tax reform is playing a significant role in Trump’s agenda in 2017 after some of the setbacks in their reforms.
What Were Cisco’s Major Acquisitions in Fiscal 3Q16?
In fiscal 3Q16, Cisco (CSCO) closed five acquisitions. It acquired Jasper Technologies, making Cisco the largest cloud-based IoT (Internet of Things) service platform.
Will Cisco Stock Benefit from ThousandEyes Acquisition?
Cisco Systems (NASDAQ:CSCO) stock is still down for the year at roughly 5.0%. However, the stock has registered an impressive comeback from pandemic lows.
Is GoPro Stock a ‘Buy’ for Investors at a 40% Discount?
At $4.16 per share, GoPro (NASDAQ:GPRO) stock trades at more than a 40% discount to its 52-week peak of $7.30. The stock has come a long way.
Why Hewlett Packard Stock Is a ‘Sell’ after Its Q2 Earnings
Hewlett Packard stock fell 7.8% in pre-market today at 8:41 AM ET. The stock fell after the company’s results for the second quarter of fiscal 2020.
Big Rewards for Shareholders in Cisco’s 3Q Earnings
Cisco’s earnings report shows that the company continued to put money back in shareholders’ pockets despite COVID-19 disruptions.
What’s in the Cards for Cisco’s Q3 Earnings?
Cisco Systems (NASDAQ:CSCO) stock rose 3.92% on May 8 and closed at $42.99. The stock was trading 26.2% below its 52-week high of $58.26.
Cisco Systems’ Resurgence May Just Be Getting Started
Cisco (CSCO) stock was under pressure in 2019 due to the US-China trade war. Options traders are betting on CSCO’s rise by the middle of March.
HP Stock: Analyzing Its Dividend Yield and Outlook
HP (HPQ) stock hasn’t performed remarkably this year. However, the company has been regularly rewarding shareholders.
HPE: Dividend Hike, Buybacks Impress Shareholders
Hewlett Packard Enterprise has been regularly rewarding shareholders through dividends and buybacks. This week, HPE reported its fiscal 2019 Q4 earnings.
Tech Stocks: 3 Dividend Companies to Consider for 2020
Tech stocks have been on a roll in 2019. As we get closer to 2020, let’s take a look at the companies to consider for the next year.