HP looks to rapid growth in 3D printing industry
According to Gartner, there are seven technologies making up the current 3D printing industry. Material extrusion is expected to lead growth in the market.
Why Micron’s NAND is an important business segment
These products offer higher performance, reduced power consumption, and better reliability when compared to traditional hard disk drives. This explains the product’s popularity and rapid proliferation as a data storage medium.
Why HP Sold Its 51% Stake in H3C Technologies This Month
On May 21, 2015, HP (HPQ) officially announced the sale of its 51% share in H3C Technologies to China-based Tsinghua Holdings subsidiary, Unisplendour.
How SMAC provides growth opportunities for Symantec
SMAC has led to increased security concerns and more global spending on cyber security, which is expected to reach $71.1 billion in 2014.
Hewlett-Packard’s Split: Margins and Bargaining Power
Hewlett-Packard had significant bargaining power with chip makers—like Intel (INTC). It remains to be seen how the split will impact its bargaining power.
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, […]
Slowing PC Shipments Hit Intel’s Earnings
As the PC demand slowed, Intel started reducing its exposure in the CCG segment.
Why HP resorted to layoffs to reduce its costs
Social, mobile, analytics, and cloud (or SMAC) is a disruptive technology that’s transforming the current IT environment at a rapid pace. Many technology leaders, who failed to acknowledge its importance or were slow in embracing it, are suffering. HP has been impacted by SMAC.
Micron Works to Improve Its Compute and Networking Revenue
Micron Technology (MU) serves four major market segments: Compute and Networking, Mobile, Storage, and Embedded.
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.
What Could Drive NVIDIA’s GeForce Unit Sales
Growth opportunities in the gaming market NVIDIA’s (NVDA) GeForce business unit has a history of strong growth. The company expects the growth to continue in coming years as the gaming market evolves with the increasing popularity of eSports, AAA games, gaming notebooks, and VR (virtual reality). At NVIDIA’s 2017 Investor Day, GeForce senior vice president […]
Could Apple Beat Analyst Estimates Again in Fiscal 2Q16?
Apple (AAPL) is set to announce its fiscal 2Q16 results on April 25, 2016. Analysts and investors will be looking closely at the results, as Apple is one of the most popular companies in the technology sector.
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).
Why HP Inc. Is Optimistic about Its Long-Term Growth
HP Inc. has valued its total available market (or TAM) at $560.0 billion.
Intel Responds to Competition from AMD with Coffee Lake
Responding to increasing competition, Intel is set to launch the eighth-generation Coffee Lake Core i7-8700K processor.
Oracle’s Services Segment Performance in Fiscal 1Q16
Oracle’s Services segment is composed of consulting, customer support, and education services for its products and services.
Apple Continued to Improve Shareholder Value in Fiscal 1Q18
Apple (AAPL) has now completed $248.4 billion of its $300 billion ongoing capital return program at the end of fiscal 1Q18.
PC Market Not Expected to Stabilize before 2017
In calendar 2Q15, PC shipments fell globally by 9.50%. This situation is likely to continue through 2016 and isn’t likely to stabilize before 2017.
How Hewlett Packard Enterprise Fared in Fiscal 1Q17
Hewlett Packard Enterprise (HPE) reported revenue of $11.4 billion in fiscal 1Q17, a fall of 10% YoY (year-over-year).
Why Is HP Ink Out of Stock?
Where’s HP in the PC Market Now?
Market research firm IDC has estimated worldwide PC shipments of 70.2 million units in 4Q16—a fall of 1.5% YoY.
ISE Cyber Security Index Beats S&P 500 Index
Since December 2015, the ISE Cyber Security Index (HACK) has beaten the S&P 500 Index (SPX) by 10.54 percentage points. Cybersecurity stock is expected to grow rapidly.
Legacy Storage Vendors Hit by Disruptive Innovation
Legacy storage vendors like EMC (EMC), IBM (IBM), and NetApp (NTAP) are witnessing a decline in their market share.
Canon Announces Its New Investment Plans
Canon (CAJ) reported 2Q16 net sales of 860.2 billion Japanese yen (about $8.4 billion), which represents a fall of 11.7% from its net sales of 974.4 billion yen (about $9.5 billion) in 2Q15.
Here Are NVIDIA’s Future Growth Drivers
So far, we have looked at factors driving NVIDIA’s (NVDA) revenue in the gaming and data center markets where it is already a leader.
HP Names Steve Nigro Head of 3D Printing Business
On September 2, Fortune reported that Steve Nigro, HP’s (HPQ) senior vice president of imaging and printing, will take charge of the company’s 3D Printing business for the soon-to-form HP Inc.
How Petya Attack Could Benefit Qualcomm
To deal with the slowdown in its core mobile market, Qualcomm (QCOM) has been seeking new growth opportunities in the Internet of Things, data center servers, and personal computer markets.
Investment-Grade Bond Funds Saw Outflows for Third Week in a Row
Investment-grade bond issuance fell to $26.275 billion last week as compared to $32.35 billion in the previous week.
AMD’s professional graphics attain a milestone with Apple deal
In December 2013, AMD (AMD) announced that Apple (AAPL) used its dual FirePro professional graphics processing units (or GPUs) in its Mac Pro. Apple’s graphic cards are designed by AMD.
Why HP Is Banking on 3D Printing
In 2016, HP stated that it aims to reinvent the printing experience and has now unveiled the world’s smallest all-in-one inkjet printer.
2020 Should Be a Challenge for These Five Tech CEOs
In this year-end review, we’ll look at five tech CEOs who have the challenge of bolstering or restoring market confidence in their companies in 2020.
When Will Hewlett-Packard’s Supplies Revenue Stabilize?
Hewlett-Packard’s (HPQ) revenue from its Printing segment fell 16% YoY (year-over-year) to $4.6 billion in fiscal 2Q16.
PC Sales Fall in 2Q15 due to the Fall in PC Shipments
On July 9, Gartner reported that global PC shipments fell by 9.50% to 68.4 million units on a YoY basis in 2Q15—the steepest fall recorded since 3Q13.
Western Digital’s Volatile Stock Activity in 2015
In June 2015, shares of Western Digital (WDC) saw a 19% drop, which was driven by overall falls in demand in its global PC segment.
HP’s Analysts Might Surprise You
As of February 22, HP has generated investor returns of 56.6% in the trailing-12-month period and 10.4% in the trailing-one-month.
Can HP Increase Its Penetration in the 3D Printing Segment?
HP, a market leader in the traditional printing business for the past 30 years, is now eyeing the lucrative and high-growth 3D Printing market.
Why investors should be concerned about IBM
IBM (IBM) is known for its acquisitions, patents, and technology research. It has been criticized because of its lack of revenue growth for several consecutive quarters.
HP’s Recommendations: What the Analysts Say
HP has generated investor returns of 70.5% in the trailing-12-month period and 8.7% in the trailing-one-month period.
Why Microsoft Has Sought Growth in China through Local Partnerships
According to a Wall Street Journal report, China’s cloud computing player 21Vianet Group, a Microsoft partner, will set up a joint venture with Tsinghua Unigroup.
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.
Change Is Needed In The Office Supplies Retail Segment
Although the office supplies industry is a niche retail segment, it’s highly fragmented. The industry has many players. The rivalry between the players is intense.
Where Is Apple Trading Compared to Its Moving Averages?
Apple has generated investor returns of -22.47% in the trailing-12-month period and -0.1% in the trailing-one-month period. It has generated -7.4% YTD.
Analyzing the US Treasury Market Events of October 15, 2014
In a report on the US Treasury market on October 15, 2014, the ten-year benchmark yield witnessed a 37 basis-point trading range.
Must-know: IBM’s current status in the hardware space
The rising cost of manufacturing chips caused a decline in IBM’s (IBM) volume base. It forced the company to divest the business.
Apple’s Premium Pricing Strategy, Product Differentiation
Steve Jobs’s vision for Apple was always to create a premier product and charge a premium price. Here’s how that strategy has worked out.
iPhone and Mac could drive Apple’s growth in fiscal 1Q15
iPhone contributed about 57% of Apple’s revenues in fiscal 2014, up from 55% in fiscal 2013. This could increase when Apple announces its 1Q15 results.
SAP-Concur buyout is one of the largest deals in the tech space
According to Dealogic, SAP’s (SAP) acquisition of Concur Technologies ranks among the top ten largest software deals. SAP acquired Concur Technologies for $8.3 billion. SAP paid $129 per share. It represents a 20% premium over Concur Technologies’ closing price on September 17.
Why divestitures and spinoffs are becoming common
Disruptive technologies like social, mobile, analytics, and cloud (or SMAC) are driving change in the IT and technology sector. This increases the need for continuous innovation.
JANA Partners starts a new position in Rackspace Hosting
JANA Partners added a stake in Rackspace Hosting Inc. (RAX). The position accounted for 1.18% of the fund’s total third-quarter portfolio.
HP in Fiscal 1Q17: What the Estimates Say
The fiscal 1Q17 estimate for HP’s EPS is $0.37, with a high estimate of $0.38 and a low estimate of $0.35.
AMD Expands Ryzen Portfolio to Boost Its Computing Business
AMD plans to launch its second-generation Ryzen processors in April 2018 under the Ryzen 2000 series.
Inside HP’s Printing in Fiscal 1Q17
HP Inc.’s (HPQ) Printing business group reported revenues of $4.6 billion in fiscal 4Q16, which represents a fall of 8% YoY.
Analyzing Accenture’s Performance Compared to Its Peers
Accenture outperformed its peers based on the EPS, PE ratio, and PBV ratio. It outperformed the ETFs based on the price movement and PBV ratio.
Bridgewater Associates buys HPQ, RL, and GE and sells TSO, BEN, and CTSH—13F Flash F
Bridgewater Associates is an investment management firm founded by Ray Dalio in 1975 and based in Westport, Connecticut. Why sell Cognizant Tech Solutions (CTSH)?
Hewlett-Packard’s Enterprise Group business banks on storage and server
Hewlett-Packard’s Enterprise Group (EG) revenue was up 1% year over year to $6.9 billion for fiscal first quarter 2014, but operating income for this group declined by 6% to just over $1 billion. In fiscal 2013, EG revenues declined 5.4% to $28.2 billion. EG offers a broad portfolio of enterprise technology infrastructure solutions such as […]
Does EMC Stock Hold Potential for Investors?
In its fiscal 1Q15 earnings release, EMC lowered its expectations. Now, it expects its revenue and EPS to be $25.7 billion and $1.91, respectively.
Bridgewater Associates buys HPQ, RL, and GE and sells TSO, BEN, and CTSH—13F Flash C
Bridgewater Associates is an investment management firm founded by Ray Dalio in 1975 and based in Westport, Connecticut. Why buy General Electric Co. (GE)?
Intel’s CPU Shortages to Positively Impact AMD
Although AMD’s products have delivered better price-to-performance metrics, Intel still offers some of the highest-performing CPUs.
AMD, MU, and WDC Fell on HP’s Weak First-Quarter Earnings
HP (HPQ), the world’s second-largest PC maker, reported mixed first-quarter earnings on February 27.
Bridgewater Associates buys HPQ, RL, and GE and sells TSO, BEN, and CTSH—13F Flash B
Bridgewater Associates is an investment management firm founded by Ray Dalio in 1975 and based in Westport, Connecticut. Why buy Ralph Lauren Corp. (RL)?
This Is Driving HP’s Personal Systems
HP Inc.’s (HPQ) Personal Systems PC Group reported revenues of $8.2 billion in fiscal 1Q17, which rose 10% YoY.
Qualcomm Plans to Cut Costs and Lay Off 15% of Its Staff
The technology industry has always taken the layoff route to reduce its costs. Employee costs form a significant part of the operating expenditure.
Why HP spins off to form two new companies
HP (HPQ) is a technology company that’s been around for 75 years. On October 5, 2014, HP announced its decision to break the company into two separate publicly-traded companies.
How HP Views the A3 Copier Market
In September 2016, HP (HPQ) announced its intention to acquire Samsung’s (SSNLF) Printing business for $1.1 billion.
HP on the Street: What Are the Analysts Saying in May 2017?
HP Inc. (HPQ) has generated investor returns of 67% in the trailing-12-month period and 7.1% in the trailing-one-month period.
Understanding HP’s Outlook for Printing
One of HP Inc.’s (HPQ) key objectives is to place hardware units with a higher usage of supplies.
Oracle Announces Marketing Cloud Integration with MediaMath
Oracle integrated its Marketing Cloud with MediaMath to improve cross-channel purchases.
Regulatory Approval Will Challenge the Tsinghua-Micron Deal
It would be difficult for Tsinghua to get approval from the US government because it wouldn’t allow a foreign company to buy a chip maker of strategic components.
Bridgewater Associates buys HPQ, RL, and GE and sells TSO, BEN, and CTSH—13F Flash D
Bridgewater Associates is an investment management firm founded by Ray Dalio in 1975 and based in Westport, Connecticut. Why sell Tesoro Corp. (TSO)?
Why consistent Mac growth helped Apple gain PC market share
Within this market, Apple (AAPL) is now the fifth largest player. It has broken into the list of the top five players for the first time ever.
The Industry’s Response to NVIDIA’s GeForce Partner Program
NVIDIA’s (NVDA) GeForce gaming GPUs (graphics processing units) are increasingly being adopted by data centers, AI (artificial intelligence) developers, and crypto miners to perform high-computing tasks.
How Apple’s Returns to Investors Compare to Peers
Apple generated investor returns of -4.1% in the trailing-12-month period and 1.8% in the trailing-one-month period as compared to -3% in 2015 and 2.3% YTD.
How Hewlett Packard Enterprise Performed in 2017
Hewlett Packard Enterprise (HPE) rose 8.6% in 2017, compared with the S&P 500’s (SPY) return of 19%. In the past month, HPE has risen 3.4%.
A Look at Apple’s Historical and Expected Revenue Growth
Apple’s revenues could rise more than 14.0% YoY to $261.5 billion in fiscal 2018.
Symantec: Information Management Didn’t Grow in Fiscal 1Q16
In fiscal 1Q16, Symantec’s Information Management—Veritas—posted revenue of $587 million. This was a fall of 10% on YoY (year-over-year) basis.
HP Industry Standard Servers Post 11% Growth in 2Q15
HP’s industry standard servers reported $3.12 billion in revenue in 2Q15 versus $2.83 billion in 2Q14, a year-over-year increase of 11%.
What’s Driving Growth in Intel’s Computing Segment?
Intel has been shifting its focus towards the high-growth data center and IoT markets. The CCG still commands a dominant share of 60% towards the revenue.
What Are EMC’s Other Reasons for Considering a Sell-Off?
Elliott Management has pressured EMC to change its federal structure. However, the firm has agreed to a “standstill agreement” until September 2015.
Will AMD Report Record Revenue in Fiscal 2H17?
Hewlett-Packard (HPQ), Sony (SNE), and Microsoft (MSFT) accounted for 59% of AMD’s revenue in fiscal 2016. This amount is likely to shift as AMD makes efforts to grow its CPU and GPU business.
Why Did Hewlett-Packard’s Personal Systems Revenues Decrease?
Hewlett-Packard’s (HPQ) revenues for its Personal Systems segment fell 13% YoY (year-over-year) to $7.5 billion and 6% on a constant currency basis in fiscal 1Q16.
NetApp Shines in an Underperforming Industry
The Technology, Hardware, and Storage subsector generated returns of -0.97% in the last week, compared with 0.69% for XLK. As a whole, the subgroup is trending down due to lower demand for computers.
Must-know: Investing in AMD
Advanced Micro Devices Inc. (AMD) was founded in 1969. It’s a global semiconductor company. AMD caters to the global semiconductor industry.
Key for Investors: Nvidia Posts Mixed Fiscal 1Q16 Results
A few days ago, Nvidia announced that its fiscal 1Q16 earnings failed to cheer investors. It marginally missed the revenue estimates and posted mixed results.
Will AMD’s Computing Segment Continue to Deter Growth?
AMD’s computing and graphics business offers central processing units, graphics processing units, and accelerated processing units for PCs and notebooks.
Why HP introduces the Shark system in the “big data” space
All the legacy vendors want a slice of this rapidly growing phenomenon. Demand for data storage is expected to increase. This is why legacy players are pouring funds into “big data” appliances. They’re adopting new technologies to harness “big data” growth through billion dollar investments and acquisitions.
Phone Business Weighed on Microsoft’s PC Segment in 1Q16
The fall in Microsoft’s device revenue was due to a 54% fall in its phone business in 1Q16. This lead to a double-digit fall in the More Personal Computing segment.
Inside Qualcomm’s Chipset Business Today
Qualcomm’s QCT segment reported strong growth in earnings as it has expanded its modem chips and Snapdragon SoCs.
Where Is Apple Trading Compared to Its Moving Averages?
US-based (SPY) Apple (AAPL) generated investor returns of 5.6% in the trailing-12-month period and 10.3% in the trailing-one-month period.
Dell Explores Sale or Spin-Off of Its Stake in VMware
In today’s pre-market trading session at 7:33 AM ET, Dell Technologies (NASDAQ:DELL) and VMware (NYSE:VMW) stocks rose by 14.7% and 8.3%, respectively.
HP Stock Fell Due to Bad News in Its Q2 Results
Today at 6:07 AM ET, HP (NYSE:HPQ) stock fell 6.3% to $16.05 in the pre-market session following its results for the second quarter of fiscal 2020.
Why Hewlett Packard Stock Is a ‘Sell’ after Its Q2 Earnings
Hewlett Packard stock fell 7.8% in pre-market today at 8:41 AM ET. The stock fell after the company’s results for the second quarter of fiscal 2020.
Should Investors Sell Xerox Stock after Its Q1 Earnings?
Xerox Holdings (NYSE:XRX) stock fell as much as 2% during Tuesday’s trading session and ended the day at $17.74—down 0.45%.
Xerox Secures Financing for Proposed HP Takeover
Citigroup, Mizuho Financial Group, and Bank of America agreed to provide a $24 billion bridge loan to Xerox related to its proposed HP (HPQ) takeover.
HP Stock: Analyzing Its Dividend Yield and Outlook
HP (HPQ) stock hasn’t performed remarkably this year. However, the company has been regularly rewarding shareholders.
HPE: Dividend Hike, Buybacks Impress Shareholders
Hewlett Packard Enterprise has been regularly rewarding shareholders through dividends and buybacks. This week, HPE reported its fiscal 2019 Q4 earnings.
Xerox Sees Synergies Ahead, Urges HP to Merge
Xerox seems to be determined to acquire HP (HPQ). First, the company has to convince HP shareholders. The company addressed HP shareholders on Monday.
What the Hewlett Packard Split Means for Shareholders
Hewlett Packard split into two $50 billion entities in order to provide value to shareholders, better manage the business, and drive growth.
Dell Stock: Target Price and Valuation Update
Dell Technologies (DELL) stock has fallen about 11% since it reported disappointing third-quarter earnings results on Tuesday.
Was HP Wrong to Reject Xerox’s Takeover Offer?
Carl Icahn wants HP (HPQ) shareholders to agree to the takeover bid from Xerox Holdings (XRX). On Wednesday, Icahn wrote an open letter to shareholders.
Get Real: New Targets and Turnaround Hopes
In this morning’s edition of our daily market newsletter, Get Real, we looked at Trump’s new tariff targets, a 5G network launch, and turnaround hopes.