DVMT

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.

AB Bernstein analyst Tony Sacconaghi has warned investors to stay away from tech stocks with high valuations.

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.

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.

China’s Lenovo (LNVGY) has surpassed HP (HPQ) to reach the top position in the global PC (personal computers) market.

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.

Hewlett Packard Enterprise (HPE) saw its share of revenue in the market tumble 3.2% YoY in the third quarter.

In the last quarter, Storage Systems revenue fell 5.6%, which the company blamed on growing competition amid continued pricing pressure.

Lenovo stock lost 15.1% on October 4.

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.

Nutanix (NTNX) looks to strike large deals driven by its popularity in hyper-converged infrastructure (or HCI).

Dell Technologies (DVMT) will be hosting an analyst meeting on September 18 as part of its efforts to become a public company again.

Both US (SPY) (IVV) businesses and consumers are expected to be negatively affected by the most recent round of trade tariffs.

Apple (AAPL) is planning to unveil new products at its headquarters on September 12.

On September 10, Nutanix (NTNX) made a deal worth over $20 million with the US Department of Defense.

Nutanix (NTNX) reported its financial results for the fiscal fourth quarter on August 30.

HP’s (HPQ) Personal Systems segment’s revenue rose 12% YoY (year-over-year) to $9.4 billion in the fiscal third quarter.

Nutanix (NTNX) has continued to see steady billings growth in the last five quarters driven by higher demand for its products.

Apple (AAPL) has recently announced it plans to launch a redesigned and lower-priced MacBook Air by the end of this year.

According to Hyperion Research, the HPC market including servers was valued at $24.3 billion in 2017.

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.

According to IDC, worldwide enterprise storage systems revenue rose 34.4% YoY (year-over-year) to $13 billion in the first quarter.

Intel announced $72.0 million in investments in 12 tech startups to drive its AI, cloud, IoT, and silicon technologies.

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.

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. 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%.

Leading enterprise cloud solution provider Nutanix (NTNX) has maintained strong deferred revenue growth, driven by new deals and customer additions, namely Global 2000 clients.

In fiscal 2Q18, the company’s bill-to-revenue ratio was 1.2, compared with 1.1 in fiscal 2Q17.

Nutanix (NTNX) has maintained strong US revenue growth in the last five quarters, driven by huge demand for cloud services across different enterprises.

Nutanix (NTNX) is set to gain from customers’ changing spending habits.

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

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

Intel (INTC) announced in February that it was collaborating with Dell, HP, Lenovo, and Microsoft to bring 5G (fifth generation) connectivity to Windows PCs.

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 is not a major player in the NAND flash memory space. The agreement with Toshiba could help it gain traction in NAND.

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.

Western Digital reported revenues of $5.3 billion in fiscal 2Q18 and non-GAAP earnings per share of $3.95.

HPQ registered a 14.2% year-over-year increase in revenues in fiscal 1Q18.

Cisco Systems still owns more than 2.5 million VMware shares, representing nearly 42.8% of its total portfolio.

Hewlett Packard Enterprise (HPE) recently expanded its pay-per-use IT (information technology) sales model with the launch of HPE GreenLake.

Seagate (STX) stock rose 16.7% in 2017. In the trailing-one-month period, the stock has generated returns of 13.6%.

Seagate Technology (STX) returns value to its investors through a combination of dividends and share repurchases.

NetApp (NTAP) recently declared a quarterly cash dividend of $0.20 per share, which will be distributed to shareholders on January 24, 2018.

In 3Q17, IBM had $1.4 billion in dividends and $0.9 billion in repurchases for a combined $2.3 billion.

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.

NetApp’s (NTAP) latest quarterly results continued the management’s narrative that the company’s execution strategy is striking the right chord with customers.

The decision by Alphabet’s (GOOGL) Google to stop scanning Gmail content for advertising purposes appears to have more than meets the eye.

Seagate’s management stated that it remains “cautiously optimistic” about global macroeconomic conditions as well as enterprise IT spending trends.

In 2016, Alphabet issued a ten-year bond to raise $2 billion to pay off some short-term debts.

NetApp (NTAP) acquired SolidFire for $870 million in December 2015, and this acquisition has helped it gain customers.

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.

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.

In April 2017, Hewlett Packard Enterprise (HPE) announced that the firm has completed the Nimble Storage (NMBL) acquisition.

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.

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.

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).

Last month, technology (QQQ) firm Hewlett Packard Enterprise (HPE) announced the acquisition of SimpliVity for $650 million in cash.

VMware (VMW) parted with an undisclosed sum to add PlumGrid to its portfolio.

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.

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.