Citrix Systems Inc
Citrix Acquires Wrike, Makes Sense Amid Distributed Work Culture
How VMWare’s $1.3 Billion Nicira Acquisition Is Helping It
VMware (VMW) parted with $1.3 billion three years ago to acquire Nicira, a software-defined networking company. Now, VMware is beginning to show that it made the right decision.
IBM Continues Its Falling Revenue Trend in 3Q15
IBM’s 2Q15 results marked 13 straight quarters of falling revenue. This trend continued in fiscal 3Q15 when IBM failed to report any revenue growth.
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.
BlackBerry’s Optimism about Enterprise Software and Services
Revenues from BlackBerry’s (BB) Enterprise Software and Services business fell from $91.0 million in fiscal Q2 2018 to $88.0 million in fiscal Q2 2019.
How More Research and Development Could Help VMware
VMware (VMW) considers it extremely important to upgrade its product portfolio by investing in R&D (research and development) on a regular basis.
Does VMware’s Valuation Look Attractive?
On September 5, VMware (VMW) was trading at a forward price-to-free-cash-flow multiple of ~16.5x.
VMware’s Share Buyback Program
As part of VMware’s (VMW) share repurchase program, the company has bought back ~$5.4 billion in shares in the last five years.
Comparing VMware’s Valuations with Its Peers
On May 22, VMware’s (VMW) market capitalization stood at $55.4 billion.
Autodesk Continues to Bolster Share Repurchases
In order to enhance shareholder wealth, Autodesk (ADSK) continues to buy back shares on a regular basis.
How Have VMware’s Hybrid Cloud and SaaS Performed?
VMware’s hybrid cloud and software-as-a-service offerings on the back of AirWatch SaaS and vCloud Air Network rose in the double digits year-over-year.
Amazon Enters the Workplace Collaboration Space with Chime
Amazon (AMZN) recently threw its hat into the workplace collaboration services ring with the launch of Chime, the company’s version of Microsoft’s (MSFT) Skype for Business.
Inside the ClearBridge Aggressive Growth Fund Portfolio
The sectoral breakdown of SHRAX is unlike any other mutual fund in this review, with healthcare as its biggest holding, commanding 35% of the portfolio.
Microsoft Claims Salesforce Leadership Position in the SaaS Space
SaaS and Salesforce are synonymous terms, but in 2Q16, Microsoft overtook Salesforce’s lead in SaaS.
Inside the Portfolio Changes in the ClearBridge Aggressive Growth Fund so Far in 2016
The ClearBridge Aggressive Growth Fund’s assets were invested across 78 holdings as of June 2016, when it was managing assets worth $11.4 billion.
IBM Continued Its No-Revenue Growth Trend in 4Q15
Though it failed to report revenue growth, IBM’s revenue and EPS of $22.1 billion and $4.84 beat analysts’ expectations by $20 million and $0.03 per share.
IBM Unlikely to Disrupt Its Revenue Degrowth Trend in 4Q15
On January 19, 2016, IBM will release its fiscal 4Q15 results. In the last 14 consecutive quarters, IBM has not reported any revenue growth. IBM beat Thomson Reuters’s consensus EPS estimate of $3.30 in fiscal 3Q15.
How ServiceNow’s 3Q15 Results Beat Analyst Expectations
ServiceNow announced its 3Q15 results on October 21 and posted revenues and non-GAAP earnings per share of $261.2 million and $0.15 per share, respectively.
Microsoft Teams with VMware to Push the Windows 10 Adoption
Microsoft Corporation and VMware recently announced their partnership in called venture called Project A2, which aims to speed up the Windows 10 adoption.
What Does Autodesk’s High Price-to-Earnings Ratio Mean in 2015?
In 4Q15, Autodesk’s subscription business grew 17% to $300 million, beating analysts’ estimates. ADSK’s cloud-based products, Fusion 360 and PLM 360, increased its customer base.
EMC invests in software-defined storage and elastic cloud storage
In July, 2014 EMC announced the VMAX3 TM family. VMAX3 transforms VMAX from an enterprise storage to an open enterprise data service platform. It allows organizations to swiftly shift from on premise infrastructure to an agile data center infrastructure.
Must-know: Why VMware sees competition from Microsoft
VMware leads virtualization infrastructure solutions with around a 60% share of the server virtualization market—the company recently posted 2Q14 results above street estimates with revenue up 17% to $1.46 billion from $1.24 billion in the same quarter last year.
Why “big data” and “virtualization” go hand in hand?
“Big data” analysis requires large data set analysis and the creation of advanced analytic algorithms that are designed to identify insights, patterns, and trends that aren’t understood yet.