Alphabet Inc

In June 2016, GoPro announced its partnership with Ford, wherein the two companies will develop an original series called Unstoppable Life.

In 2013, IBM decided to make its technology available to third parties and launched the OpenPower Foundation.

Cisco’s Collaboration business saw revenues rise by 10% YoY in fiscal 3Q16. Revenues in this segment rose from $972 million in fiscal 3Q15 to $1.1 billion in fiscal 3Q16.

Rackspace and other smaller players are losing market share to large players in the cloud space.

Azure retained its position as a top performer in Microsoft’s cloud offerings with triple-digit growth in fiscal 4Q16.

In this part of the series, we’ll discuss why investors shouldn’t worry about Amazon’s (AMZN) lofty valuations compared to those of its peers.

The growing number of third-party sellers on Amazon Marketplace is one of the key factors driving the company’s expansion in its gross margin.

Amazon (AMZN) currently dominates the cloud infrastructure space. AWS (Amazon Web Services) is used by more than 1 million customers.

According to Statista, shooter and action games dominate video game sales and account for 24.5% and 22.9% of total sales, respectively, in the United States

Amazon’s other services, which were developed to support its core retail business, have now become its revenue and profitability drivers.

Intuitive Surgical is a pioneer of minimally invasive robotic surgery. It develops and manufactures da Vinci surgical systems and related instruments.

In his monthly investment outlook for June 2016, Bill Gross outlined that money managers who have decades of experience witnessed a “magnificent era.”

Average revenue per user (or ARPU) is a key metric for Internet companies, as it helps in analyzing how well a company can monetize its user base.

Motorola’s Razr proved to be quite popular. But with the advent Apple’s iPhone and Samsung’s smartphone offerings, Motorola quickly lost its market share.

Nokia clearly ruled the mobile phone market from the late 1990s until 2011. Then Nokia began to decline, and Samsung emerged as the leader in mobile phones.

Previously, Facebook (FB) accounted for less bandwidth usage than it does now. This has changed with the rising use of rich media content.

Office 365 usage continued its upward trajectory in 2015. The company was able to close the gap between itself and Salesforce.com.

Millennials resonate with the idea of the sharing economy since it perfectly fits their budgets. Millennials took longer than expected to enter the job market—and at lower wages.

Last month, Cisco completed the acquisition of European (VGK) video conferencing startup Acano for $700 million in cash.

Apple (AAPL) has repeatedly stated that it has a very satisfied and loyal customer base. In fiscal 1Q16, Apple experienced a high switch rate from Android (GOOG) to iPhone.

Last month, Apple (AAPL) declared its fiscal 1Q16 results, reporting revenues of $75.9 billion. Revenues rose 2% YoY (year-over-year) and 8% on a constant currency basis.

Facebook (FB) is highly monetizing its growing user base of 1.6 billion as of 4Q15. It’s doing this by liberalizing its policies for publishing Instant Articles.

Out of 43 analysts covering Yahoo, 26 have “buy” recommendations, none have “sell” recommendations, and 17 have “hold” recommendations on the stock.

In an annual study conducted in 2013 by Brand Finance, Ferrari stood as the world’s most popular and instantly recognizable global brand.

Netflix’s competition in the video streaming market is increasing. Amazon has taken several initiatives in the last year to expand its Prime Instant Video service to counter Netflix.

In the third week of December, Amazon added 3 million new Amazon Prime members. Amazon Prime members receive video streaming services and free package delivery.

The majority of Apple’s revenues come from the iPhone, but the majority of the smartphone market is driven by Google’s Android. Google is valued at $527 billion.

Comcast (CMCSA) has two primary business segments, Cable Communications and NBCUniversal.

The advertising revenues for Comcast’s (CMCSA) NBCUniversal Cable Networks and Broadcasting Television business are susceptible to advertising cyclicality and program ratings.

The advertising revenues for Comcast’s NBCUniversal Cable Networks and Broadcasting Television segment are susceptible to advertising cyclicality and program ratings.

Although Apple does not provide guidance beyond the next quarter, the management is optimistic about the company’s growth prospects in the long term.

The smartphone growth cycle will reach its maturity stage at the end of this year. For the first time, it’s showing single-digit worldwide growth, according to IDC.

The medical device industry in the US consists of a few big players and a large number of small and medium enterprises.

TripAdvisor (TRIP) is a travel site, which means its business depends on getting loads of traffic that it can later monetize.

Signet acknowledges the value of e-commerce growth and its ability to maximize in-store experiences. Signet has thus integrated its website with its stores.

Disney’s (DIS) Media Networks segment was the biggest contributor to its revenue, at 44% or $52.5 billion, in fiscal 2015.

Competition in the technology sector Microsoft (MSFT) faces competition from a number of companies in the tech (technology) sector due to low barriers of entry and continuous evolution of the tech space. As seen in the above chart, Amazon (AMZN), IBM (IBM), and Google (GOOG) are Microsoft’s major competitors in the cloud business segment. Microsoft focuses on […]

In 3Q15, Netflix reported consolidated revenues of $1.7 billion compared to 1.4 billion in the same period the previous year—an increase of 23.3%.

Currently, Amazon’s Prime Video service is not a major player in the video streaming market, but it continues to grow at a rapid pace thanks to Amazon’s continued investment.

Google’s (GOOG) market share in the mobile ad space is expected to fall to 31.70% in 2017. In contrast, Facebook’s market share is expected to grow.

The Alliance for Open Media aims to develop video formats that have no royalty costs. The nature of the business makes royalty payments significant for companies like Apple and Google.

Instagram reported its click-through rate of 1.50% for the month of August to date. This is almost double Facebook’s rate. Instagram clearly has the potential to churn out big money for Facebook.

Netflix is grabbing eyeballs with its original content and taking advantage of an audience prone to hyper-consumption or binge viewing.

Disney uses a franchise-focused growth strategy that enables it to monetize its intellectual properties across its segments for a long time.

The US courier and parcel delivery services industry consists of about 7,500 companies both large and small, which have combined annual revenue of about $90 billion.

The growing preference for open-source technologies and databases plays a crucial role in Oracle’s recent struggles.

The US same-day delivery market could grow from $0.10 billion in 2014 to $4.03 billion in 2018 at a CAGR (compound annual growth rate) of 150%.

The Gigabit Pro service can provide much faster speeds than those offered by Verizon (VZ) FiOS, AT&T GigaPower, and Google Fiber.

For those investors who believe that a rising tide lifts all boats, as John F. Kennedy once said, understanding business cycle investing is a must.

The overall large-cap technology sector is suffering from currency issues. Microsoft expects a 4% hit to its revenue growth, and Apple expects a 5% hit.