Why the NASDAQ’s 5,000 Level Is Not Like the Dot Com Bubble
The NASDAQ hit the all-important 5,000 level on March 2, 2015, for the first time after the dot com bubble burst of 2000.
Why Decline in LinkedIn Stock Made It a Potential Target
LinkedIn’s stock, which traded at $269 in February 2015, fell to one of its lows of $101.11 in February 2016.
Oracle’s New ID Graph Offers Unique Features
Oracle ID Graph’s unique feature is that it separates device-based identifiers and mobile devices that allow marketers to send a message to these devices directly.
What Helped Microsoft Capture the Largest Market Share?
Microsoft (MSFT) is behind only Amazon (AMZN) in the overall cloud space.
How Microsoft 365 Quickly Became a Multibillion-Dollar Business
Microsoft launched Microsoft 365 about a year ago, and the company claims that it’s already a multibillion-dollar business.
Why China Is a Good Opportunity for the Mobile Payment Market
Third-party mobile payment services in China registered a total transaction volume of ~$197 billion in 2013—an increase of 707% on a YoY basis.
Data Is the New Crude, and Paradata Is Refining It
Everyone’s heard that data is the new oil. But Paradata shows that data is like crude oil—if you don’t refine it into something you can use, it’s useless.
Understanding VMware’s NSX Everywhere Strategy
VMware’s NSX is a networking platform that can manage and control any virtualized networking environment, irrespective of endpoints.
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.
IBM Led Peers in Patents in 2017
Earlier in the series, we discussed IBM’s improved position in the cloud space due to its prowess in the hybrid cloud space.
Why VMware Acquired CloudVelox
In late February 2018, VMware announced its acquisition of CloudVelox, taking its hybrid cloud to the next level.
Alphabet CEO Sundar Pichai's Overall Compensation Shrank in 2020
Tesla Q3 Earnings: What to Watch beyond the Numbers
Tesla’s (TSLA) third-quarter earnings are scheduled for Wednesday. Notably, the company will likely post a loss in the quarter.
Buying Alphabet Stock GOOG or GOOGL Comes Down to Voting Rights
What Do Analysts Recommend for Alphabet?
On December 21, 2015, the last trading price of Alphabet (GOOG) was $760.8.
Yahoo Coins the Term MaVeNS, Its Key Revenue Growth Driver
In 2015, Yahoo’s management expects that MaVeNS will contribute more than $1.5 billion of revenue to Yahoo’s overall business.
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.
Netflix’s Beef with US Banks over Chip-Based Credit Cards
After its disappointing 3Q15 earnings report, Netflix pointed the finger at US banks and their rollout of new chip-enabled credit cards.
US-China Talks: Can ‘Miles and Miles’ Be Covered in Five Weeks?
With about five weeks remaining in the trade truce, Commerce Secretary Wilbur Ross said yesterday that the US was “miles and miles” away from a trade deal with China.
FDN Sees Huge Fund Inflows in Trailing 12-Month Period
In the trailing 12-month period, net fund inflows were $2.3 billion. FDN’s fund flows in the trailing one week and trailing three months were -$105.7 million and $719.3 million, respectively.
Twitter stock (TWTR) is up after CEO promises new features
Twitter’s (TWTR) stock was up 7.45% after Twitter’s CEO’s presentation at Analyst Day on November 12, 2014. Twitter’s investors like what they heard.
What Can We Expect from Amazon in 2016?
Analysts predict that Amazon Web Services could reach $12 billion in profits by the end of 2016 as companies become more dependent on the cloud and reduce spending on IT infrastructure.
How High Cloud Growth Is Helping Microsoft
In fiscal 3Q18, Azure grew 93%, and Office 365 grew 42%.
Why BlackBerry Is Eyeing the Auto Car Segment
On December 19, 2016, BlackBerry (BBRY) announced plans to invest $76.0 million (or $100.0 million Canadian) to develop software for driverless cars.
Why Microsoft Isn’t the Only Threat to Amazon’s Cloud Dominance
In late 2016, Oracle (ORCL) launched the second generation of its IaaS (infrastructure-as-a-service) offering, Oracle Bare Metal Cloud.
US Businesses Are Ready to Take on Trump’s Tariffs
Several companies have taken a hit on their earnings after Trump’s Section 232 tariffs lifted US steel prices and physical aluminum premiums to multiyear highs.
Will Dish’s Sling TV Remain Successful?
As Millennials increasingly move to OTT (over-the-top) services, pay-TV companies like Dish Network (DISH) are also focusing on OTT services.
Marketers Can Now Target Ads on Google through Customer Match
Google (GOOG) recently announced the launch of a new product called Customer Match. It will enable marketers to send tailored ads to target customers that sign on to Google’s Gmail or YouTube.
What Can We Expect from Salesforce’s Fiscal 3Q17 Results?
For fiscal 3Q17, analysts expect Salesforce (CRM) to post revenue and non-GAAP EPS (earnings per share) of ~$2.12 billion and $0.21, respectively.
Why The US Saw Positive Fund Flows In 2014
The US saw positive fund flows in 2014 due to a relatively better economic position.
SanDisk Announced 3Q15 Earnings October 21: Reaction Is Positive
SanDisk (SNDK) announced its 3Q15 earnings on October 21, 2015. The market reaction was positive, which showed a marginal increase of 0.16% in after-hours trading.
US Businesses Push Back against Trump’s Tariffs
Farmers for Free Trade’s campaign was rolled out on September 12 with the slogan “Tariffs Hurt the Heartland.”
Inside Analysts’ Recommendations for Twitter
While Twitter (TWTR) recently posted better-than-expected earnings and revenue on April 25, concerns over its future revenue growth have pulled down the company’s stock by 2.1%.
Emerging Markets: Twitter’s Next Focus
Twitter’s latest strategy is to explore emerging markets and boost its slow revenue growth. Expansion of its Singapore office is intended to overcome Twitter’s poor 1Q15 performance.
AQR Capital Increases Holdings in Apple
In 4Q14, AQR Capital raised its holdings in Apple (AAPL). AAPL constituted 1.46% of the fund’s fourth-quarter portfolio.
Will Alphabet Woo Its Investors Again with Its 3Q15 Results?
Alphabet (GOOGL), the parent company of Google (GOOG), is scheduled to announce the third quarter earnings of 2015 on October 22.
NVIDIA Expands Its Tegra Business
NVIDIA (NVDA), which earns more than 80% of its revenue from GPUs (graphics processing units), is expanding the application of these GPUs in verticals beyond gaming.
Must-know: Why eBay’s operating margins continue to decline
eBay’s management noted that eBay Enterprise margins fell by 3.9% during the last quarter compared to a year ago. The increased cost to prepare for the holiday season was blamed for the decline.
Microsoft Infiltrates the Mobile App Space: The Xamarin Acquisition
On February 24, Microsoft announced that it will acquire Xamarin, a mobile app platform provider. Financial details of the deal were not disclosed.
If BlackBerry Adopts Android, Its Security Standards Could Suffer
A comparative lack of security for Android shows that BlackBerry could do more harm than good to its image as a secure player by adopting Android as its operating system.
Is President Trump’s Friendliness with Markets Over?
The trade war that President Trump unleashed with the Section 232 steel and aluminum tariffs has taken a toll on market sentiments.
How Oracle and Peers Contributed to the S&P 500’s Performance in 2017
As seen in its partnership with Symantec (SYMC), Oracle (ORCL) is a key player in the tech sector, which is dominated by cloud computing technology.
Music-Label Deals Could Also Help Facebook’s Video Ambitions
Facebook has been concentrating its efforts on video for a long time now. It has ambitions of becoming the number one player in the video ad market.
Must-know business overview: Hewlett-Packard in revival mode
Hewlett-Packard (HPQ), headquartered in Palo Alto, California, is one of the world’s largest information technology companies and a leading provider products, technologies, software, solutions and services. HP has seen its shares bounce back from their late-2012 lows, and the company beat street estimates in its latest quarterly results. For the first quarter of fiscal 2014, […]
Facebook’s WhatsApp Making Progress with India’s Payments Market
Facebook (FB) has been trying to come up with a mobile payment service for WhatsApp in India (EPI) for quite some time.
What’s Driving Alibaba’s Valuations?
Alphabet (GOOG) announced its partnership with JD.com in June 2018, worth $550 billion.
Renaissance Technologies sells its Amazon shares in 4Q13
Renaissance Technologies eliminated a position in online retailer Amazon.com Inc. (AMZN) that accounted for 0.34% of the fund’s 3Q portfolio.
Apple Regains Its Crown, but Can It Keep It?
Apple (AAPL) was the biggest public company by market cap between 2011 and last November, when holding that title became a game of cat and mouse.
AT&T’s Net Additions of Postpaid Customers Declined in 2Q15
On the positive side, growth in AT&T’s net additions of connected devices continued to be solid during 2Q15. AT&T added ~1.4 million connected devices during the quarter.
What Are the Catalysts for Amazon’s Stock in 2016?
AWS and the continued success of the Prime membership program were the main drivers for Amazon in 2015. This will likely continue in 2016 as well.
Can New BlackBerry Smartphone Offerings Increase Unit Sales?
BlackBerry now plans to launch its next version of the Passport smartphone, Passport Oslo, by the end of this year. The smartphone will have high-end specifications.
Could the Emerging Market Currency Crisis Bother US Investors?
There’s a crisis building in emerging market currencies. The Turkish, Iranian, and Indian currencies have fallen to their all-time low against the US dollar.
What Opportunities Does Deep Learning Offer NVIDIA?
Stages of deep learning In the previous part of this series, we saw that GPU[1.graphics processing unit]-accelerated computing is helping supercomputers solve many complex problems efficiently. The cost and time savings brought by GPUs have encouraged many cloud companies to use these chips for their deep learning tasks. Deep learning happens in two stages. The […]
Will Oracle Continue to Outperform the S&P 500 Index?
Earlier in this series, we discussed the factors that might impede Oracle’s (ORCL) dominance in the database space, which is also the company’s cash cow.
Why Third Point believes Apple Pay is not a threat to PayPal
Third Point added, “when we break down the applicability of Apple Pay to PayPal’s business mix, we find that Apply Pay will compete directly with only 1.5 to 2% of PayPal’s total payment volume (or TPV).”
Microsoft increases its presence in the sub-$200 smartphone space
During the recent installment of Asia’s largest computing show, Computex, Microsoft (MSFT) announced that it will start selling smartphones and tablets running its software at below $200.
Why Facebook’s 3Q14 earnings could positively surprise you
Facebook (FB) has become one of the most important players in the Internet industry. Its revenue growth remains strong.
What does the future hold for Hewlett-Packard after the split?
HP’s (HPQ) split into HP Inc. and HP Enterprise will finalize by November of 2015.
YouTube’s Live Video Streaming Service Takes on Amazon in May
Amazon’s Twitch drives the highest US live video streaming volume with about 44% share. With live video streaming service at 60fps, YouTube aims to give competition to Twitch.
Behind Salesforce’s Increase in Software Spending in 2017
Global IT spending is projected to reach nearly $3.5 trillion in 2017.
Why the housing market impacts consumption and equity investors
This article considers the importance of investment, including residential investment, in the support of U.S. consumption data and the implications for investors.
Why Facebook stopped using Bing for its web search results
The company has now stopped including results from Microsoft’s Bing search engine through the Facebook search.
Why Twitter Changed the Way It Counts Tweet Length
Twitter (TWTR) announced that user names, images, and videos will no longer be counted against its 140-character limit.
Will Microsoft Outperform Its Peer Group in the Tablet Market?
According to a report from Strategy Analytics, Microsoft will have around 18% of the market share in tablets by the end of 2019.
SAP becomes one of the most successful enterprise cloud companies
In its press release to announce the Q1 2014 earnings, SAP mentioned that its annual cloud revenue run rate is now approaching $1.5 billion, which is a growth rate of 38% over the same quarter last year.
NASDAQ Soars with Equities, Treasuries Fall Last Week
US equity markets gained in the week ended April 24, 2015. But the week was all about the NASDAQ, which gained 3.2%.
Why Retailers Are Increasing Their Ad Spending on YouTube
Walmart, Target, Amazon, and Lowe’s were the four retailers in the United States that spent the most on YouTube video ads last year.
Apple Watch Sales May Fall: Can It Remain a Dominant Player?
According to KGI, Apple Watch (AAPL) sales will fall more than 25% in 2016. KGI forecasts sales of 7.5 million units in 2016 compared to estimated sales of 10.6 million units in 2015.
How Are Google’s Local Inventory Ads Helping Retailers?
Seeing the success of local inventory ads, Google has expanded them to all major economies outside the United States, including the United Kingdom (EWU), France, Germany, Japan, and Australia.
Why S&P 500 Could Reach New Highs This Week
The S&P 500 (VOO) index recorded its 13th record high this week. On January 26, 2018, it rose 1.2%, its biggest gain in the last 11 months.
The Value of HBO for Time Warner
The primary sources of revenue for HBO are through subscription revenues, content licensing fees, and home entertainment sale of its original content.
Surface Hub is Microsoft’s Priciest Hardware Offering
Surface Hub features built-in advanced sensors, cameras, NFC, and microphones. Through the welcome screen, users can call or connect a personal device to display content on the screen.
Will the HERO7 Product Launch Drive Sales during the Holidays?
The HERO7 Black launch video has close to two million views on YouTube (GOOG) (GOOGL)—the company’s most viral launch to date.
Alibaba Beats Estimates with Impressive 3Q15 Results
Despite the slow Chinese economy, Alibaba (BABA) reported better-than-expected results for fiscal 2Q16. The e-commerce titan released its fiscal 2Q16 earnings on Tuesday, October 27, 2015.
Yahoo’s Acquisition of BrightRoll: A Boon for the Company
In December, Yahoo acquired BrightRoll for $640 million. The acquisition of BrightRoll put Yahoo in a leadership position in the video advertising industry.
Must-know: Apple’s valuation versus Google and Microsoft
Apple’s stock is trading at a forward P/E of 12.5x, which is lower than its main peers, Google (GOOG) and Microsoft (MSFT).
Pandora Media hikes subscription rates because of increasing costs
The Pandora One service has 3.3 million subscribers and includes advertisement-free access, better audio quality, and reduced timeouts, and offers listeners with additional skips.
Must-know: What to watch for in real estate this week
Mortgage real estate investment trusts (or REITs) like American Capital Agency (AGNC) and Annaly (NLY) will focus on data that will move the bond market.
Analyzing Google’s progress in the devices market
Google, Inc. has taken clear forward strides in the mobile devices market. Android should gain up to a 52% share by 2015.
Is Nokia Looking to Exit the Digital Health Business?
Nokia (NOK) is reportedly looking to sell off its digital health business, which includes Withings, acquired in 2016.
Qualcomm’s Shares Fall as EU Launches Antitrust Charges
Qualcomm (QCOM) has been hit by another antitrust accusation, which led the company’s shares to fall by 5.6% to close at $49.48 on December 8, 2015.
Apple Improves iPad Multitasking Feature with iOS 9 Release
Apple announced the release of iOS 9, upgrading its operating system for the iPhone and iPad. iOS 9 allows improved multitasking functionality for the iPad.
Analysts Think Dropbox Has Upside Potential of 49%
Dropbox (DBX) was listed on the NASDAQ on March 23 at a price of $21 per share.
Why Facebook Is Expected to Report Strong 2Q16 Earnings
Facebook (FB) is set to report its 2Q16 earnings on Wednesday, July 27. Here’s what analysts expect from the company.
How Tax Reforms Could Affect Adobe
In late January 2018, Adobe (ADBE) announced that the new tax law would have a positive impact on the company and its investors.
Fitbit Continues to Focus on Healthcare Partnerships
Fitbit (FIT) has partnered with Google to use the latter’s Cloud Healthcare API (application program interface) to help connect user data with EMRs (electronic medical records).
What Is Microsoft’s Strategy behind Windows 10?
Before the rollout of the Windows 10 operating system, Microsoft announced a free upgrade from the existing Windows 7 and Windows 8/8.1 operating system.
What Drove Revenue Growth for Alphabet and Baidu?
The United States continues to be Alphabet’s leading market, generating 46% of its revenue in 2015 compared to 47% in 2017.
Mobile Search Is a Key Growth Driver for Yahoo
Mobile search monetizes at a lower rate than PC search due to the smaller screen sizes of mobile devices.
Will economic growth raise Chinese equities like FXI in 2014?
This article considers China’s prospects to see its equity market rally once again after a few years of soft landing–induced tightening.
How Google’s Customer Match Product Benefits Advertisers
Late in 2015, Google launched its Customer Match product, which allows advertisers to provide Google with a list of customer email addresses. Google matches these customers with signed-in customers on Google Search, YouTube, or Gmail.
Why Netflix Surged Nearly 10% Today
American online media giant Netflix (NFLX) stock seems to be on fire, leading the tech stock rally today.
What Factors Could Impact Netflix in Developing Markets?
Netflix’s business model could be hampered by low Internet penetration or low usage of Internet-connected devices in international territories.
These Companies and Countries Drove Gaming Revenue Last Year
According to Newzoo, the top 25 publicly traded gaming firms accounted for 77% of total gaming revenue in 2017.
Why Upbeat Results Are Expected from Amazon Web Services in 2Q16
Amazon’s cloud-computing segment, Amazon Web Services, is growing at a rapid rate. It continues to maintain a market-leading position in the cloud space.
Sprint and T-Mobile: Network Performance on the Bottom Rungs
According to RootMetrics 2H14 national results, out of the four largest national wireless carriers, T-Mobile ranked third in terms of network speeds.
Oracle’s Focus on IaaS: A Need Rather Than an Opportunity
Oracle’s (ORCL) new Software Licensing segment’s revenues declined in fiscal 3Q17, falling 15.8% to ~$1.4 billion.
Must-know: Is income inequality positive or negative for stocks?
At the heart of the ongoing budget debate is the underlying notion that the less fortunate 60% of Americans should be entitled to a reasonable foundation of social services.
The FCC’s New Set-Top Box Proposal: Why All the Controversy?
In late January, the FCC (Federal Communications Commission) put forward a proposal that would give a choice to pay-TV consumers.
Will the New Apple TV Taste Success?
Apple does not disclose unit sales for its Apple TV, which is a part of the company’s Other Products segment.