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Among hyperscale cloud providers that drove growth in the server space, the majority of the share was taken by ODMs, which are also known as white box manufacturers.

Apple (AAPL) has finally decided to purchase UK-based (EWU) music recognition app Shazam Entertainment.

Amazon’s (AMZN) cloud services unit, Amazon Web Services (or AWS), and Equinix (EQIX) have strengthened their partnership.

Amazon’s (AMZN) cloud computing business Amazon Web Services (or AWS) has decided to take its virtual assistant Alexa to offices.

Donald Trump’s promises of financial deregulation, infrastructure spending, and tax cuts played a major role in the stock market rally this year.

In 3Q17, Twitter (TWTR) reported $582.4 million in operating expenses, including its cost of revenues.

A scrutiny of Facebook’s (FB) cost structure reveals that the company’s costs and expenses rose faster in 3Q17 than in the prior quarter and year-ago quarter.

It’s important that we understand the core technology behind cryptocurrencies if we want to appreciate the ingenuity of the bitcoin creation.

Through the Altspace acquisition, Microsoft’s Windows 10 can now boast a self-VR social networking service and can now compete with Google and Facebook.

In August 2017, Intel completed the acquisition of Mobileye for a very high premium, and it’s wasting no time to put Mobileye’s technology to work.

With the PC (personal computer) market slowing, Intel (INTC) has been banking on its DCG (Data Center Group) to boost overall earnings.

AT&T-TUMI According to research company Boston Consulting Group, three industries (discrete manufacturing, transportation and logistics, and utilities) will likely account for 50% of IoT (Internet of Things) spending by 2020. Research company IDC predicts that global IoT spending will surpass $1.0 trillion by 2020. Attracted by the bright prospects of the transportation subset of the IoT, US […]

Better TV audience targeting In seeking to merge with Time Warner (TWX), AT&T (T) is motivated by advertising prospects. For AT&T, combining Time Warner’s media assets, especially high-quality content, with its technology and massive user data should make a huge difference in its advertising business. For example, AT&T hopes that the combination will enable it […]

On September 13, 2017, Fitbit (FIT) launched its latest smartwatch, the Ionic, which includes heart-rate monitoring, personal coaching, and a built-in GPS.

In 2017 to date, Oracle stock has surged 33% and outperformed the computer software sector, which grew 24% year-to-date.

Apple has stuck to its tradition of releasing its new iPhone models in September, but it veered away from a pricing culture that it has practiced for years.

Google parent Alphabet (GOOGL) has formed a new holding company to complete its evolution. The new entity is called XXVI Holdings.

Baidu and PayPal combined their digital payment services to make it easier for millions of Chinese consumers to pay for purchases from overseas vendors.

Nokia’s routers are capable of handling cloud-based Internet services, VR (virtual reality), programming, and next-generation mobile communications.

While Uber operates in 633 cities around the world, it faces stiff competition from local companies like Careem in the Middle East, Grab in Southeast Asia, and Ola in India.

Google, Alphabet’s operating unit that manages cloud computing, noted that it is only a matter of time before it overtakes AWS to become the world’s largest cloud vendor.

Cisco Systems (CSCO) acquired Meraki for $1.2 billion in November 2012. Meraki expanded its services portfolio and entered the cloud communications market.

The big technology companies (XLK) are expected to continue dominating the markets (SPY) (QQQ) thanks to their size, innovations, acquisitions, and investments in 2017.

Snap (SNAP) plans to release its 2Q17 earnings results on August 10, 2017, during a time of heightened concern about its future. Advertisers have expressed concern about content discoverability on Snapchat.

Yelp trimmed its 2017 adjusted EBITDA—a move stemming from, in part, the impact of its acquisition of Turnstyle.

On June 13, 2017, Verizon (VZ) sealed the acquisition of Yahoo, marking the end of a deal that was announced in July 2016.

Microsoft (MSFT) stock hit an all-time high of $74.30 on Thursday, July 20, 2017, on the back of strong fiscal 4Q17 results.

Amazon’s (AMZN) balance sheet reflects total debt of $7.7 billion. The company reported total capital of ~$29.4 billion, and its total-debt-to-total-capital ratio is 50%.

An ACSI survey revealed that in the US, Apple’s (AAPL) iPhone SE and iPhone 7 are the highest-rated smartphones in terms of customer satisfaction over the last year. The iPhone SE gained the top spot with 87 points.

In the past seven years, including its fiscal 4Q17 results, Salesforce (CRM) has met or exceeded analysts’ expectations with each passing quarter.

Salesforce’s deferred revenue So far in this series, we’ve discussed Salesforce’s (CRM) position in the cloud space and the threat posed by its peers. In fiscal 4Q17, Salesforce reported deferred revenue of $5.5 billion. Its unbilled deferred revenue stood at $9 billion. Its revenue grew 29% and 27%, respectively, in constant currency terms, indicating improvement […]

Microsoft’s edge over Salesforce in the cloud Earlier in this series, we discussed how Adobe’s (ADBE) and Microsoft’s (MSFT) collaboration could loosen Salesforce’s (CRM) grip on the cloud computing space. Salesforce pioneered SaaS (software-as-a-service) and had a first-mover advantage over peers Microsoft, Oracle (ORCL) and IBM (IBM). However, Microsoft soon became a dominant player in […]

In fiscal 2Q17, Microsoft’s (MSFT) Azure revenues rose 93%, and its computing usage more than doubled on a year-over-year basis. In constant currency terms, MSFT’s growth reached 95%.

Oracle (ORCL) has targeted the Asia-Pacific region, the Middle East, and North America to open more data centers in 2018.

Comcast stated that the key to getting ahead of the competition has been the company’s strategy to offer products based on market segmentation.

The key risk Intel faces with the Mobileye acquisition is that Mobileye could fail to create an autonomous driving solution in time.

Electronic Arts’ (EA) iconic game FIFA 17 was the best-selling console title in 2016.

Netflix stated that it would spend $6 billion to produce original films in 2017, suggesting a $1 billion increase to a similar 2016 budget.

Mobile revenue for Electronic Arts (EA) rose 21% YoY (year-over-year) in fiscal 2Q17 to $149 million.

IBM (IBM) spends ~6% of its annual revenue on R&D (research and development). In 2016, IBM spent $5.4 billion on R&D

Despite a fall in overall revenue and no growth in any of its operating segments, IBM’s Strategic Imperatives segment managed to post growth in 3Q16.

Apple (AAPL) reported fiscal 4Q16 net sales of $46.9 billion, which represents a YoY (year-over-year) fall of 8.9% from its net sales of $51.5 billion in fiscal 4Q15.

Despite its impressive revenue growth, Google’s (GOOGL) overall costs grew at an even higher rate last quarter.

A look at weekend holiday smartphone activations shows that Apple could have a reason to worry about its iPhone business.

The GoPro Plus subscription service costs $4.99 per month and supports all camera models. GoPro Plus has to compete with major players like iCloud (AAPL).

A leader in the data loss prevention space Earlier in this series, we discussed Symantec’s (SYMC) Enterprise Security segment’s performance in fiscal 2Q17. We also learned that Symantec was recognized as a leader in endpoint protection. Additionally, it launched SEP (Symantec Endpoint Protection) 14 and SEP Cloud. These launches ensured that “Symantec the only company with […]

On Friday, October 14, 2016, Morgan Stanley (MS) released a list of its favorite “secular growth” stock picks. It believes these stocks have long-term growth possibilities.

while Netflix enjoyed a popularity of 37% among teens who streamed videos from the service every day, Alphabet’s (GOOG) YouTube came a close second.

Twitter trades at lower multiples than its peers Earlier in this series, we discussed rumors of Twitter’s (TWTR) possible acquisition and how Salesforce (CRM), Google (GOOG), and The Walt Disney Company (DIS) could be contenders. In this part, we’ll compare Twitter’s value proposition with that of other companies in the social media space. As of […]

In May 2016, GoPro (GPRO) announced a multiyear partnership that includes content production, cross-promotion, and distribution on a global scale with Red Bull.