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NetApp Stock Plunges on Preliminary Results
NetApp’s (NTAP) shares have fallen 21.3% in the last two trading days after the company announced preliminary results for its first quarter of fiscal 2020.
Yet Another Analyst Cautions about Tech Slowdown
AB Bernstein analyst Tony Sacconaghi has warned investors to stay away from tech stocks with high valuations.
HP Led the Global PC Market at the End of Q1
The global PC market is a mature industry whose shipments fell 3.0% YoY (year-over-year) to 58.48 million units in the first quarter of 2019, according to market research company IDC.
How Is HP Placed Compared to Peers in Global PC Market?
According to research firm IDC, HP regained its top spot in the worldwide PC (personal computer) space with a market share of 22.3% at the end of Q1 2019.
Lenovo Took HP’s Top Position in the Global PC Space
China’s Lenovo (LNVGY) has surpassed HP (HPQ) to reach the top position in the global PC (personal computers) market.
What Dented HP’s Revenues in the Personal Systems Segment?
HP (HPQ) had the second largest market share of 23.6% in the global PC (personal computers) market at the end of the fourth quarter of 2018.
What Are HPE’s Plans as the Server Market Gets Tough?
Hewlett Packard Enterprise (HPE) saw its share of revenue in the market tumble 3.2% YoY in the third quarter.
Why IBM Thinks Storage Hardware Is a Competitive Business
In the last quarter, Storage Systems revenue fell 5.6%, which the company blamed on growing competition amid continued pricing pressure.
Why Lenovo and Apple Fell on Friday
Lenovo stock lost 15.1% on October 4.
Why Is Intel Outsourcing Its 14-NM Chip Production?
Intel (INTC) has recently acknowledged that it has fallen short of providing 10-nm (nanometer) PC CPUs (central processing unit) due to a delay in production and rising CPU demand.
How Winning of Large Contracts Driving Nutanix Business?
Nutanix (NTNX) looks to strike large deals driven by its popularity in hyper-converged infrastructure (or HCI).
Why Dell Could Convince Wall Street to Go Public Again
Dell Technologies (DVMT) will be hosting an analyst meeting on September 18 as part of its efforts to become a public company again.
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.
Can Apple’s New Products Help Sluggish Mac Revenues?
Apple (AAPL) is planning to unveil new products at its headquarters on September 12.
Nutanix Signs Large Deal with Department of Defense
On September 10, Nutanix (NTNX) made a deal worth over $20 million with the US Department of Defense.
Nutanix Narrowed Its Losses, Outpaced Estimates in Fiscal Q4 2018
Nutanix (NTNX) reported its financial results for the fiscal fourth quarter on August 30.
HP’s Personal Systems Revenue Rose 12% in Fiscal Q3 2018
HP’s (HPQ) Personal Systems segment’s revenue rose 12% YoY (year-over-year) to $9.4 billion in the fiscal third quarter.
Can Nutanix Sustain Strong Billing Growth in Fiscal Q4 2018?
Nutanix (NTNX) has continued to see steady billings growth in the last five quarters driven by higher demand for its products.
Apple Seeks to Gain from Its New MacBook Air and Mac Mini
Apple (AAPL) has recently announced it plans to launch a redesigned and lower-priced MacBook Air by the end of this year.
Can HPE Maintain Lead in High Performance Computing Market?
According to Hyperion Research, the HPC market including servers was valued at $24.3 billion in 2017.
A Look at NetApp Stock’s Returns and Price Targets
NetApp (NTAP) stock has returned 96% in the last 12 months, 7.3% in the last month, and 6.5% in the last three months.
Where Does NetApp Stand in the Global Storage Market?
According to IDC, worldwide enterprise storage systems revenue rose 34.4% YoY (year-over-year) to $13 billion in the first quarter.
Understanding How Intel and China Depend on Each Other
Intel announced $72.0 million in investments in 12 tech startups to drive its AI, cloud, IoT, and silicon technologies.
Pure Storage Named a Market Leader in All-Flash
Market research firm IDC has estimated that all-flash array storage revenues will rise 54.7% YoY (year-over-year) to $2.1 billion in Q1 2018.
Pure Storage Could Benefit from Growth in Enterprise Storage
Market research firm International Data Corporation (or IDC) has estimated the worldwide enterprise storage system revenue to grow at 34.4% YoY (year-over-year) to $13 billion.
HP Inc. May Remove 5,000 Jobs as It Restructures
HP Inc. leads the shrinking PC market. It controlled a 20.8% share of the global PC market in the first quarter, compared to Lenovo’s (LNVGY) 20.0% and Dell’s (DVMT) 16.0%.
Nutanix Generates Strong Deferred Revenue Growth
Leading enterprise cloud solution provider Nutanix (NTNX) has maintained strong deferred revenue growth, driven by new deals and customer additions, namely Global 2000 clients.
Nutanix May Gain from a Rising Bill-To-Revenue Ratio
In fiscal 2Q18, the company’s bill-to-revenue ratio was 1.2, compared with 1.1 in fiscal 2Q17.
Nutanix: Region-Wise Business Contribution
Nutanix (NTNX) has maintained strong US revenue growth in the last five quarters, driven by huge demand for cloud services across different enterprises.
Nutanix May Gain from Increasing Deal Size
Nutanix (NTNX) is set to gain from customers’ changing spending habits.
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.
Could Intel Close Shop If Apple Takes Away Its Mac Business?
Apple is exploring using its own processors in future Mac computers, thereby dropping Intel (INTC) as a chip supplier for the product, according to Bloomberg.
Examining the Market as Intel Works on 5G-Enabled PCs
Intel (INTC) announced in February that it was collaborating with Dell, HP, Lenovo, and Microsoft to bring 5G (fifth generation) connectivity to Windows PCs.
How HP Is Using AI to Develop Z4 and Z8 Workstations
HP (HPQ) has recently launched its best-selling and most-powerful Z4 and Z8 workstations with machine learning configurations to accelerate artificial intelligence (or AI).
Seagate Technology in Component Supply Agreement with Toshiba
Seagate is not a major player in the NAND flash memory space. The agreement with Toshiba could help it gain traction in NAND.
How Has NetApp Performed since Its Fiscal 3Q18 Results?
NetApp reported revenues of ~$1.5 billion in fiscal 3Q18, an 8.0% year-over-year increase over its fiscal 3Q17 revenues of $1.4 billion.
How Western Digital Stock Has Performed since Fiscal 2Q18 Results
Western Digital reported revenues of $5.3 billion in fiscal 2Q18 and non-GAAP earnings per share of $3.95.
HP Inc. Stimulates a Push for Workstation Revenues
HPQ registered a 14.2% year-over-year increase in revenues in fiscal 1Q18.
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.
What Gives HPE Confidence in Its Pay-Per-Use Model?
Hewlett Packard Enterprise (HPE) recently expanded its pay-per-use IT (information technology) sales model with the launch of HPE GreenLake.
This Impacted Seagate in 2017
Seagate (STX) stock rose 16.7% in 2017. In the trailing-one-month period, the stock has generated returns of 13.6%.
These Factors Are Affecting Seagate’s Capital Returns
Seagate Technology (STX) returns value to its investors through a combination of dividends and share repurchases.
Inside IBM’s Capital Return Program
In 3Q17, IBM had $1.4 billion in dividends and $0.9 billion in repurchases for a combined $2.3 billion.
Why Dell Is Entering the Competitive IoT Market
Dell (DVMT) is betting big on IoT (Internet of Things). The company will be investing $1 billion in the space over the next three years.
What’s NetApp’s Industry Outlook?
NetApp’s (NTAP) latest quarterly results continued the management’s narrative that the company’s execution strategy is striking the right chord with customers.
How Google’s Gmail Move Puts Amazon on Notice
The decision by Alphabet’s (GOOGL) Google to stop scanning Gmail content for advertising purposes appears to have more than meets the eye.
Tracking Seagate’s Revenue in Fiscal 2018
Seagate’s management stated that it remains “cautiously optimistic” about global macroeconomic conditions as well as enterprise IT spending trends.
An Overview of Alphabet’s Debt
In 2016, Alphabet issued a ten-year bond to raise $2 billion to pay off some short-term debts.
What’s Really Driving NetApp’s Recent Transformation?
NetApp (NTAP) acquired SolidFire for $870 million in December 2015, and this acquisition has helped it gain customers.
HPE Goes Nimble in the Hybrid IT Market
According to research firm MarketsandMarkets, the worldwide hybrid cloud market could be worth ~$91.7 billion by 2021, up from $33.3 billion in 2016.
What Analysts Expect from NetApp in Fiscal 4Q17
NetApp (NTAP) will be announcing its fiscal 4Q17 results on May 24, 2017. Analysts estimate that the company will post revenue of $1.4 billion.
How HPE Is Aiming to Grow through Acquisitions
In April 2017, Hewlett Packard Enterprise (HPE) announced that the firm has completed the Nimble Storage (NMBL) acquisition.
What’s the Future of Dividends at Seagate?
After all is said and done about Seagate’s mixed fiscal 3Q17 report, for income investors, the most important question is whether the company can keep dividends flowing.
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.
Did Cisco Beat Analysts’ Estimates in Fiscal 2Q17?
On February 15, 2017, Cisco Systems (CSCO) announced its fiscal 2Q17 results. It reported revenue of $11.6 billion, a fall of 2% YoY (year-over-year).
Why HPE Acquired SimpliVity
Last month, technology (QQQ) firm Hewlett Packard Enterprise (HPE) announced the acquisition of SimpliVity for $650 million in cash.
Does VMware’s Acquisition of PlumGrid Make Sense?
VMware (VMW) parted with an undisclosed sum to add PlumGrid to its portfolio.
Which Companies Are Backing the GE Digital Dream?
General Electric has selected Cisco (CSCO), Dell Technologies (DVMT), and Hewlett-Packard Enterprise (HPE) to back its GE Digital unit by contributing technology to the project.
Cost Cutting Lifts Earnings at Seagate in Fiscal 1Q17
On October 19, Seagate (STX) reported that its fiscal 1Q17 earnings increased from fiscal 1Q16. For fiscal 1Q17, Seagate posted earnings per share of $0.55, higher than $0.11 in fiscal 1Q16.