International Business Machines Corp

DBaaS makes it easier to build applications in the cloud. This is why DBaaS is expected to become a dominant deployment model for all databases.

Microsoft (MSFT) is behind only Amazon (AMZN) in the overall cloud space.

Earlier in the series, we discussed IBM’s (IBM) geographical revenues and the impact of currency fluctuations, especially the US dollar’s (UUP) impact on the company’s fiscal 4Q17 results.

According to Gartner, server market revenues grew 2.8% to ~$13.9 billion, while shipments grew 2.4% to ~2.8 million units in 2Q17.

On May 21, 2015, HP (HPQ) officially announced the sale of its 51% share in H3C Technologies to China-based Tsinghua Holdings subsidiary, Unisplendour.

Earlier in the series, we discussed IBM’s improved position in the cloud space due to its prowess in the hybrid cloud space.

Amazon’s AWS is a fast-growing business for the company that saw its revenues rise by 55% YoY (year-over-year) to over $3.2 billion in 3Q16.

IBM’s Strategic Imperatives segment is increasingly focused on IoT (Internet of Things), AI (artificial intelligence), and Blockchain technologies.

International Business Machines (IBM) reported its 2Q17 results on Tuesday, July 18. The company reported falling quarterly profits and sales yet again.

Microsoft, Amazon, and other vendors are pursuing a $278.3 billion revenue opportunity in the global public cloud market, according to the latest Gartner estimates.

Are markets upbeat on potential tax reforms? The markets (SPY) (IVV) surged last week with the announcement of a phenomenal update on the corporate tax cut. The S&P and Nasdaq Comp gained ~2% in the week ended February 10, 2017. The Trump administration’s proposed tax cut is likely to boost the economy, though analysts have […]

In late 2016, Oracle (ORCL) launched the second generation of its IaaS (infrastructure-as-a-service) offering, Oracle Bare Metal Cloud.

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.

Ericsson (ERIC) is expected to announce its 2Q17 results on July 18, 2017. Analysts expect Ericsson to post revenue of $5.7 billion with a low estimate of $5.6 billion and a high estimate of $5.8 billion for the quarter.

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.

While there is no denying that China (FXI) needs stimulus measures to kickstart its slowing economy, any propping up needs to be done in a way to avoid another debt-fueled crisis.

With the development of 7-nm chips, IBM has surpassed Intel, which is still working on 10-nm chips.

Following in the footsteps of tech giants IBM (IBM) and Microsoft (MSFT), which partnered to expand and strengthen their offerings, FireEye is also entering an industry partnership with Microsoft.

AMD developed the concept of Moore’s Law Plus to drive future innovation.

Amazon’s AWS (Amazon Web Services), Microsoft Azure, and Google Cloud all include enterprise AI solutions such as translation, NLP (natural language processing), and image recognition.

Red Hat (RHT), a leading Linux software and open-source provider, was the latest in the technology space to announce its fiscal 4Q16 earnings.

Focus on Marketing Cloud Earlier in this series, we discussed Salesforce’s (CRM) acquisition of Sequence. On February 20, 2017, Salesforce shared that it has been positioned as a leader by Gartner in its February 2017 Magic Quadrant for Digital Marketing Hubs report. Salesforce’s Marketing Cloud CEO and chief analytics officer Bob Stutz said that “we believe Salesforce’s […]

IBM (IBM) announced in February 2017 that it was teaming up with Visa (V) to enable people to pay for goods and services through virtually any connected device.

In March 2014, Intel (INTC) announced that it invested $740 million in Cloudera—in return for an 18% stake ownership in the company.

In 2016, Salesforce has continued to report double-digit growth and was ranked as the most innovative company by Forbes for the sixth straight year.

Continued sluggishness in computer market  In the previous part, we discussed Symantec’s (SYMC) latest acquisition of LifeLock. PC (personal computer) shipments fell for the eighth consecutive quarter in 3Q16. Gartner said that this was “the longest duration of decline in the history of the PC industry.” Let’s discuss how this acquisition is going to enhance its […]

The sequential binding of applications through the use of middleware is known as enterprise application integration (or EAI).

Microsoft has extended its partnership with Lenovo, a leading vendor in the PC space, because it generates the majority of its revenue from the PC market.

The double-digit growth of open source databases is posing an additional threat to Oracle, which has a revenue share of 48.3% in this space.

Teradata primarily generates revenues from data and analytics and marketing applications. Its core business is struggling, as data warehouses are increasingly moving toward the cloud.

The rising cost of manufacturing chips caused a decline in IBM’s (IBM) volume base. It forced the company to divest the business.

Cisco Sytems, Inc.’s stock is up 13% since 2013, and it has underperformed the S&P 500 Index.

Despite exceeding analysts’ estimates, IBM stock fell after the earnings announcement on April 18, 2016. It was IBM’s 16th consecutive quarter of revenue decline.

Of all the Fortune 500 companies, only 5% have women CEOs. We rounded up five of the biggest names investors should know. Here’s why. 

When Krzanich took over as Intel’s CEO, it was already a leader in the microprocessor technology and had strong profits and cash flows.

IBM’s GBS revenue fell by 4.3% to $4.1 billion in fiscal 1Q16. On a constant currency basis, this decline amounted to 2.3%.

SAP SE (SAP) wants to reconfigure its business structure, a reorganization it estimates will cost up to ~$1.0 billion.

The tech sector was the only S&P 500 sector that had more cash than debt per share in 2015, but the majority of cash was held by Microsoft, IBM, and Google.

By the end of fiscal 3Q17, HPE had returned $107 million to shareholders in the form of dividends and $625 million through share repurchases.

In technical analysis, there’s a series of common terms. Understanding the glossary of technical analysis terms is helpful for investors. Technical analysis is used to predict stock prices. It uses price, time, and volume data.

Berkshire Hathaway added to its position in Liberty Global PLC (LBTYK) last quarter. The position now accounts for 0.57% of Berkshire’s 1Q 2014 portfolio, up from 0.25% last quarter.

Nvidia is looking at new revenue streams beyond gaming while aiming to tap every possible way of generating revenue from gaming.

VMware, now owned by Dell, was ranked second after Microsoft (MSFT) in the cloud infrastructure software space.

IBM’s partnership with Apple is especially appealing. Watson Health will bring cloud services and analytics to Apple’s HealthKit and ResearchKit.

EMC and Dell announced the expiration of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976 for the companies’ merger.

After the Bluewolf acquisition is finalized, the company will become part of IBM’s iX, or Interactive Experience, unit.

Oracle has stated that Maxymiser—its recent acquisition in marketing cloud—will enhance its offering to manage marketing programs spanning digital channels and customer lifecycle.

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.

Of the 27 analysts covering storage technology (QQQ) company NetApp (NTAP), 13 gave it a “buy” recommendation, two recommended a “sell,” and 12 recommended a “hold.”