Citrix Systems Inc

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  • citrix wrike main
    Investments & Deals

    Citrix Acquires Wrike, Makes Sense Amid Distributed Work Culture

    By Rachel Curry
  • uploads///Network systems
    Company & Industry Overviews

    Inside Cisco’s $57 Million Australia Investment Plan

    Cisco Systems (CSCO) recently disclosed plans to invest as much as $57 million in its Australia operations.

    By Ruchi Gupta
  • uploads///E commerce
    Company & Industry Overviews

    eBay Chooses Peace with Elliott—for Now

    This month, eBay (EBAY) announced some form of settlement with activist investors Elliott Management and Starboard Value.

    By Ruchi Gupta
  • uploads///CTXS REV
    Company & Industry Overviews

    A Look at Citrix Systems’ 2018 and Beyond

    Citrix Systems’ (CTXS) revenue fell at a four-year CAGR (compound annual growth rate) of 1% to $2.8 billion in 2017.

    By Amanda Lawrence
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    Earnings Report

    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.

    By Adam Rogers
  • uploads///deferred revs
    Company & Industry Overviews

    What’s Driving Deferred Revenue Growth for Nutanix?

    Nutanix has sustained strong growth in deferred revenue driven by growing contract wins and a strong product portfolio.

    By Aaron Hemsworth
  • uploads///RD
    Company & Industry Overviews

    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.

    By Aaron Hemsworth
  • uploads///valuation
    Company & Industry Overviews

    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.

    By Aaron Hemsworth
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    Company & Industry Overviews

    AMD’s New Radeon Pro V340 Server GPU Raises Investor Optimism

    Advanced Micro Devices (AMD) stock has been on a growth spree since August 20, hitting a new 52-week high of $27.30 on August 27.

    By Puja Tayal
  • uploads///stock returns
    Company & Industry Overviews

    VMware Stock Is Showing Strong Growth Momentum

    VMware (VMW) has risen 6.5% in the last month, whereas in the last year, the stock has risen 61.8%.

    By Aaron Hemsworth
  • uploads///Operating margin
    Company & Industry Overviews

    Can VMware Sustain Its Margin Growth?

    In the last five years, VMW’s operating income grew at a CAGR (compound annual growth rate) of 9.0%.

    By Aaron Hemsworth
  • uploads///FCF
    Company & Industry Overviews

    Factors Influencing Free Cash Flow Growth for VMware

    VMW exited fiscal 2018 with free cash flow of ~$2.9 billion against $2.2 billion in fiscal 2017.

    By Aaron Hemsworth
  • uploads///Share repurchase
    Company & Industry Overviews

    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.

    By Aaron Hemsworth
  • uploads///Unearned revenue
    Company & Industry Overviews

    Higher Contract Wins Driving Unearned Revenue Growth for VMware

    In the last five years, the VMware’s unearned revenues have grown at a CAGR (compound annual growth rate) of 6.9%.

    By Aaron Hemsworth
  • uploads///Valuation
    Company & Industry Overviews

    Comparing VMware’s Valuations with Its Peers

    On May 22, VMware’s (VMW) market capitalization stood at $55.4 billion.

    By Aaron Hemsworth
  • uploads///Total Revenue
    Company & Industry Overviews

    How a Strong Product Portfolio Drives VMware’s Business

    In the last five quarters, VMware’s revenues grew at a CAGR (compound annual growth rate) of 3.2%.

    By Aaron Hemsworth
  • uploads///NTNX_Revenue Qtrly
    Company & Industry Overviews

    What’s Driving Nutanix’s Business?

    Leading enterprise cloud computing solution provider Nutanix (NTNX) continues to gain from the growing popularity of cloud computing.

    By Aaron Hemsworth
  • uploads///cloud _
    Company & Industry Overviews

    Nutanix Transforming to Software-based Business Model

    Leading enterprise solution provider Nutanix (NTNX) is gradually shifting to software-centric business by slowly eliminating its hardware business.

    By Aaron Hemsworth
  • uploads///DATA_Share repurchase
    Company & Industry Overviews

    A Look at Tableau Software’s Stock Buyback Program

    Tableau Software exited fiscal 2017 with $165.0 million in free cash flow, up 42.0% year-over-year.

    By Aaron Hemsworth
  • uploads///ADSK_Share Buyback
    Company & Industry Overviews

    Autodesk Continues to Bolster Share Repurchases

    In order to enhance shareholder wealth, Autodesk (ADSK) continues to buy back shares on a regular basis.

    By Aaron Hemsworth
  • uploads///TDC_FCF
    Company & Industry Overviews

    Tax Reform to Boost Teradata’s Free Cash Flow

    Teradata (TDC) exited fiscal 2017 with $237.0 million in free cash flow compared to $328.0 million generated in fiscal 2016.

    By Aaron Hemsworth
  • uploads///TTWO_SHare Buyback
    Company & Industry Overviews

    Take-Two Continues Share Repurchases

    In a bid to enhance shareholder wealth, Take-Two Interactive Software (TTWO) continues to buy back shares.

    By Aaron Hemsworth
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    Earnings Report

    How BlackBerry Is Trading Compared to Moving Averages

    BlackBerry (BB) has returned 79% in the trailing 12 months, 11.1% in the last month, and 2.4% in the trailing five days.

    By Adam Rogers
  • uploads///CDNS_Margin
    Earnings Report

    Can Cadence Achieve Its 2018 Margin Target?

    Cadence Design Systems (CDNS) reported double-digit growth in its operating income driven by a 31.5% YoY (year-over-year) fall in its expenses.

    By Aaron Hemsworth
  • uploads///CTXS_Share Repurchase
    Earnings Report

    A Look at Citrix’s Share Buyback Program

    Citrix Systems (CTXS) ended fiscal 2017 with a share repurchase of nearly $1.2 billion.

    By Aaron Hemsworth
  • uploads///CTXS_Networking revs
    Consumer

    Citrix’s NetScaler Driving Networking Business

    Gartner expects global IT expenditures to increase 3.5% to ~$3.6 trillion in 2018.

    By Aaron Hemsworth
  • uploads///CTXS_Geographic revs
    Earnings Report

    Citrix’s Americas Region: A Key Revenue Generator

    In 2017, Citrix (CTXS) reported $2.8 billion in revenues. It expects its 2018 revenues to be $2.86 billion–$2.88 billion.

    By Aaron Hemsworth
  • uploads///CTXS_Content Revs
    Earnings Report

    Growing Demand of Cloud to Drive Citrix’s Content Business

    In 4Q17, Citrix’s Content Collaboration business grew nearly 23.0% year-over-year to $45.6 million.

    By Aaron Hemsworth
  • uploads///EMM
    Earnings Report

    How VMware’s End-User Computing Has Been Performing

    VMware’s (VMW) EUC license bookings grew 40% on a YoY (year-over-year) basis in fiscal 3Q18.

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

    What’s Red Hat’s Value Proposition in the US Software Space?

    Red Hat was trading at a forward EV-to-EBITDA (enterprise value to earnings before interest, tax, depreciation, and amortization) multiple of ~21.78x on September 29, 2017.

    By Anne Shields
  • uploads///VMware analysts recommendation
    Tech & Comm Services

    How Wall Street Analysts View VMware Stock after Fiscal 2Q18

    Of the 34 analysts covering VMware, 62% gave it a “buy” recommendation on August 29, 2017, and 38% gave it a “hold” recommendation. There are no “sell” recommendations on the stock.

    By Anne Shields
  • uploads///ss
    Earnings Report

    A Quick Survey of Snap’s Financial Metrics

    Of the 36 analysts covering Snap, 11 gave it a “buy” recommendation, seven recommended a “sell,” and 18 recommended a “hold.”

    By Neha Gupta
  • uploads///SYMC
    Company & Industry Overviews

    Comparing Symantec’s Valuation

    Symantec’s comprehensive valuation Symantec (SYMC) has an EV (enterprise value) of ~$22.4 billion. In comparison, peers VMware (VMW), Intuit (INTU), Microsoft (MSFT), and Citrix Systems (CTXS) have EVs of ~$29 billion, ~$32.9 billion, ~$512.1 billion, and ~$12.2 billion, respectively. Symantec’s EV-to-adjusted EBITDA (enterprise value to adjusted earnings before interest, tax, depreciation, and amortization) multiple for […]

    By Ruchi Gupta
  • uploads///
    Earnings Report

    Why BBRY Is Optimistic about Unified Endpoint Management Platform

    BlackBerry’s (BBRY) enterprise business performed well in fiscal 1Q18.

    By Adam Rogers
  • uploads///analysts recommendations VMware
    Miscellaneous

    Why Most Analysts Gave ‘Buy’ Ratings to VMware Stock

    Of the 35 analysts covering VMware, 49% have given it “hold” recommendations as of June 6, 2017, and 51% have given it “buy” recommendations.

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

    What’s VMware’s Value Proposition in the US Software Space?

    Earlier in the series, we discussed the market’s expectations for VMware’s (VMW) fiscal 1Q18 results. Now, let’s take a look at where VMware is positioned in the software space.

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

    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.

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

    Could Citrix Sell Itself after Its $1.8 Billion Spin-Off of GoTo?

    Citrix Systems (CTXS) merged GoTo with LogMeIn (LOGM) in February in a $1.8 billion transaction. In its first quarterly report since the spin-off, CTXS posted 1Q17 EPS of $0.97, topping the consensus estimate of $0.95.

    By Ruchi Gupta
  • uploads///analysts recommendations
    Company & Industry Overviews

    What Are Analysts’ Recommendations on VMware Stock?

    In the virtualization space, VMware faces stiff competition from Microsoft’s Hyper-V, Citrix Systems’ Xen, and Red Hat’s RHEV (Red Hat Enterprise Virtualization).

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

    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.

    By Ruchi Gupta
  • uploads///bbry
    Company & Industry Overviews

    How BBM Enterprise Could Impact BlackBerry’s Software Business

    By opening BBM Enterprise SDK to third-party developers, BlackBerry has also unlocked a new revenue stream in its Software and Services segment.

    By Ruchi Gupta
  • uploads///vm
    Company & Industry Overviews

    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.

    By Ruchi Gupta
  • uploads///Portfolio Breakdown of the SHRAX
    Fund Managers

    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.

    By David Ashworth
  • uploads///enterprise saas
    Company & Industry Overviews

    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.

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

    What Is VMware’s Value Proposition in the US Software Space?

    VMware was trading at a forward EV-to-EBITDA multiple of 9.2x on August 29, 2016. This was lower than Microsoft’s and Citrix Systems’ multiples of 10.0x and 11.1x, respectively.

    By Anne Shields
  • uploads///gartner leader
    Company & Industry Overviews

    VMware Sets Sights on Virtualization Infrastructure Space

    VMware’s leadership in the virtualization space will benefit from rapid growth in the cloud IaaS space.

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

    Analyzing Citrix Systems’ Value Proposition in the Software Space

    Citrix was trading at a forward EV-to-EBITDA multiple of ~9.8x on July 27, 2016.

    By Anne Shields
  • uploads///shareholder activism
    Consumer

    Citrix Is the Latest to Yield to Shareholder Activism

    Shareholder activism plays a dominant role in the breakup of companies to unlock shareholder potential.

    By Anne Shields
  • uploads///reverse morris trust
    Earnings Report

    How Will Shareholders Gain from the LogMeIn-GoToMeeting Merger?

    On completion of the LogMeIn-GoToMeeting merger, Citrix shareholders will get ~27.6 million shares.

    By Anne Shields
  • uploads///LogMeIn
    Earnings Report

    Citrix’s GoToMeeting Is Now a Part of LogMeIn

    The combined conferencing business of LogMeIn and GoToMeeting is expected to bring in $1 billion pro forma revenues in its first year.

    By Anne Shields
  • uploads///Portfolio Breakdown of the SHRAX
    Fund Managers

    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.

    By David Ashworth
  • uploads///analysts recommendations
    Earnings Report

    What Do Analysts Recommend for VMware’s Stock after 1Q16 Earnings?

    VMware’s stock price movement during the past month has been mildly positive. As of April 20, the company’s stock has risen ~0.3%.

    By Anne Shields
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    Earnings Report

    Looking Ahead: Citrix’s Financial Outlook for 2016

    Citrix Systems (CTXS) has targeted revenues in the range of $3.31 billion to $3.32 billion for fiscal 2016.

    By Adam Rogers
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    Earnings Report

    Citrix’s Software-As-A-Service Segment Grows Substantially

    Citrix Systems (CTXS) announced its 4Q15 results last week. Revenues from its product and license segment rose 5% YoY (year-over-year).

    By Adam Rogers
  • uploads///IDC
    Earnings Report

    Forrester Named VMW a Leader in Hybrid Cloud Management

    VMware in its fiscal 4Q15 earnings release stated that the company was named as a leader in “The Forrester Wave: Hybrid Cloud Management Solutions, Q1 2016.”

    By Anne Shields
  • uploads///UC
    Miscellaneous

    Microsoft Is Keen on Moving up in Unified Communications Space

    Microsoft’s recent acquisitions demonstrate the company’s aims to catch up with Cisco Systems (CSCO) in the UC (unified communications) space.

    By Anne Shields
  • uploads///revenue segment Q
    Earnings Report

    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.

    By Anne Shields
  • uploads///fcffdcfedbefd
    Earnings Report

    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.

    By Anne Shields
  • uploads///ffiv pbv
    Earnings Report

    How Does F5 Networks Compare to Its Peers?

    F5 Networks has outperformed its peers based on PBV and PS. ETFs have outperformed F5 Networks based on price movement and PE. However, F5 Networks is way ahead of its ETFs based on PBV.

    By Gabriel Kane
  • uploads///ffiv pm
    Earnings Report

    F5 Networks Revenue and Income Rose in 4Q15 and Fiscal 2015

    F5 Networks’ (FFIV) year-to-date price movement has been a mixture of ups and downs in 2015. After the 4Q15 earnings report, FFIV rose 0.87% to close at $121.34 per share on October 28, 2015.

    By Gabriel Kane
  • uploads///msft
    Company & Industry Overviews

    Microsoft Surges on Impressive 1Q16 Results

    Microsoft announced its 1Q16 results, declaring revenues of $20.4 billion compared to $23.2 billion in 1Q15.

    By Adam Rogers
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    Earnings Report

    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.

    By Anne Shields
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    Earnings Report

    Why Citrix’s Shares Fell despite Its 3Q15 Earnings

    After it beat analysts expectations in earnings, Citrix’s shares rose by more than 8% to ~$77.4. But later that day its shares fell by more than 5%.

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

    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.

    By Anne Shields
  • uploads///prgs pe
    Earnings Report

    How Does Progress Software Compare to Its Peers?

    The peers outperformed Progress Software based on the gross profit margin and PBV ratio. Progress Software is ahead of its peers based on the current ratio.

    By Gabriel Kane
  • uploads///prgs pm
    Earnings Report

    Progress Software: Organic Growth Boost the Revenue

    Progress Software has a market cap of $1.29 billion. After the earnings report in 3Q15, it fell by 0.77% and closed at $25.63 per share as of October 1, 2015.

    By Gabriel Kane
  • uploads///Cost Savings
    Macroeconomic Analysis

    Why Global Computer Technology Switched to Imperva SecureSphere

    Recently, Global Computer Technology switched from IBM (IBM) Guardium deployment to Imperva SecureSphere to protect its database from potential cyberattacks.

    By Parker Thomas
  • uploads///virtualization
    Company & Industry Overviews

    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.

    By Anne Shields
  • uploads///Fundamental Analysis
    Earnings Report

    F5 Networks Outperformed the SPDR S&P 500

    Even though F5 Networks is highly volatile, it’s performing better than the S&P 500. It has generated a better return of 0.0005. SPY’s return was 0.0002.

    By Parker Thomas
  • uploads///part
    Fund Managers

    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.

    By Adam Rogers
  • uploads///commvault
    Fund Managers

    Blue Harbour Sells Its Position in CommVault Systems

    CommVault Systems provides data and information management software focused on mid-range and enterprise-level environments.

    By Patricia Garner
  • uploads///cloud computing
    Earnings Report

    Microsoft is poised to benefit from cloud infrastructure growth

    In 2014, cloud infrastructure accounted for ~5% of the enterprise IT spending. It’s expected to more than double to reach 11% by 2018.

    By Anne Shields
  • uploads///BlackBerry Blend
    Company & Industry Overviews

    BlackBerry releases several new enterprise solutions

    Recently released enterprise solutions from BlackBerry include BES12, WorkLife, BlackBerry Blend, and Enterprise Identity.

    By Puneet Sikka
  • uploads///RD
    Earnings Report

    EMC’s divisions after company reorganization

    EMC’s core technology division now includes three of the company’s former divisions: enterprise, mid-range systems, and data protection and availability.

    By Anne Shields
  • uploads///CTXS
    Consumer

    Why Maverick Capital liquidated position in Citrix Systems

    Citrix had an annual revenue in 2013 of $2.9 billion. The company sees high competition for its products from companies like VMware and F5 Networks.

    By Samantha Nielson
  • uploads///CTRX
    Consumer

    Why Maverick Capital eliminated position in Catamaran

    Catamaran posted a 58% increase in revenue to $5.4 billion in 2Q14. Net income was up 13% to $71.4 million, or $0.34 per share.

    By Samantha Nielson
  • uploads///SABR
    Consumer

    Maverick Capital establishes position in Sabre Corporation

    Sabre’s April 2014 initial public offering (IPO) sold for $16 per share and valued Sabre at $3.93 billion. Sabre generated $673 million of net proceeds from the IPO.

    By Samantha Nielson
  • uploads///ALSN
    Consumer

    Lee Ainslie’s Maverick Capital opens new position in Allison Transmission

    Allison Transmission generates net sales primarily from the sale of transmissions, transmission parts, support equipment, defense kits, engineering services, and extended transmission coverage.

    By Samantha Nielson
  • uploads///cybersecurity
    Tech & Comm Services

    Why the increase in mobility and cloud computing impacts Symantec

    The exponential growth in data, coming from varied sources like social, mobile, and cloud is presenting a lot of opportunities. It’s changing the way technology leaders function, which is the reason why they’re focused on non-linear growth, platforms, and analytics initiatives to be competitive.

    By Anne Shields
  • uploads///newproducts
    Tech & Comm Services

    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.

    By Anne Shields
  • Tech & Comm Services

    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.

    By Samantha Nielson
  • uploads///Virtualization
    Tech & Comm Services

    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.

    By Anne Shields
  • uploads///Box Screenshot
    Tech & Comm Services

    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///Adobe Acrobat Revenues
    Tech & Comm Services

    Adobe looks to boost Acrobat business through EchoSign adoption

    The Digital Media segment makes the highest revenue contribution of 64% to Adobe’s overall revenue.

    By Puneet Sikka
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