International Business Machines Corp

Most Recent

  • Why Is DBaas Preferred over Traditional Databases?
    Earnings Report

    Why Is DBaas Preferred over Traditional Databases?

    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.

    By Anne Shields
  • What Helped Microsoft Capture the Largest Market Share?
    Company & Industry Overviews

    What Helped Microsoft Capture the Largest Market Share?

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

    By Anne Shields
  • How IBM’s Strategic Imperatives Performed in Fiscal 4Q17
    Earnings Report

    How IBM’s Strategic Imperatives Performed in Fiscal 4Q17

    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.

    By Anne Shields
  • How the Server Market’s Growth Impacted Oracle in Fiscal 1Q18
    Company & Industry Overviews

    How the Server Market’s Growth Impacted Oracle in Fiscal 1Q18

    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.

    By Anne Shields
  • Why Oracle Dominates the ERP Cloud Space
    Earnings Report

    Why Oracle Dominates the ERP Cloud Space

    In fiscal 1Q18, Oracle’s Cloud ERP business grew 90%, excluding NetSuite’s contribution, and reached an annual run rate of $1.3 billion.

    By Anne Shields
  • Why HP Sold Its 51% Stake in H3C Technologies This Month
    Earnings Report

    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.

    By Anne Shields
  • Why Adobe Marketing Cloud ranks the highest amongst its peers
    Tech & Comm Services

    Why Adobe Marketing Cloud ranks the highest amongst its peers

    Through the acquisition of Omniture, an analytics platform, in 2009, Adobe (ADBE) forayed into the digital marketing space. Omniture is now called Adobe Analytics.

    By Anne Shields
  • Paradata
    Consumer

    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.

    By Paradata
  • IBM Led Peers in Patents in 2017
    Company & Industry Overviews

    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.

    By Anne Shields
  • What’s Amazon’s Gobal AWS Strategy Now?
    Company & Industry Overviews

    What’s Amazon’s Gobal AWS Strategy Now?

    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.

    By Puneet Sikka
  • How IBM’s Strategic Imperatives Segment Performed in 3Q17
    Earnings Report

    How IBM’s Strategic Imperatives Segment Performed in 3Q17

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

    By Anne Shields
  • uploads///IBM Has Recorded  Consecutive Quarters of Declining Revenue
    Company & Industry Overviews

    Why IBM’s Earnings Could Fall Going Forward

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

    By Sanmit Amin
  • Tech & Comm Services

    Why the new SQL release could help Microsoft’s database presence

    During the conference call to announce Microsoft’s (MSFT) fiscal Q3 2014 earnings, Microsoft mentioned that it recently launched a new version of SQL database

    By Puneet Sikka
  • uploads///azure
    Consumer

    How High Cloud Growth Is Helping Microsoft

    In fiscal 3Q18, Azure grew 93%, and Office 365 grew 42%.

    By Anne Shields
  • uploads///Mkt cap
    Company & Industry Overviews

    Oracle’s Value Proposition: A Peer Comparison

    Oracle was trading at a forward EV-to-EBITDA multiple of ~8.6x on June 29, 2016.

    By Anne Shields
  • uploads///
    Company & Industry Overviews

    Why the Microsoft–Amazon Cloud Competition Could Spike in 2019

    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.

    By Ruchi Gupta
  • uploads///US Leads in Corporate Tax Rate Among Developed Economies
    Company & Industry Overviews

    Inside the Market’s View of Corporate Tax Cuts

    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 […]

    By Mary Sadler
  • uploads///Series  A
    Company & Industry Overviews

    What Can Go Wrong for Intel in Fiscal 2016?

    Intel gained a lion’s share in the PC and sever space. However, IBM’s Power Architecture may challenge Intel’s dominance in the server market in the future.

    By Puja Tayal
  • uploads///
    Company & Industry Overviews

    IBM Wins the Kyocera Cloud Contract

    IBM (IBM) recently won a cloud computing contract from Kyocera. The contract was awarded after a competitive bidding process.

    By Ruchi Gupta
  • uploads///aurora oracle
    Company & Industry Overviews

    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.

    By Anne Shields
  • uploads///segment wise revenues
    Earnings Report

    What Industry Analysts Say about IBM after the 2Q17 Results

    Seasonality is expected to weigh on IBM’s fiscal 3Q17 results. IBM expects a sequential fall of almost $1 billion in its revenue.

    By Anne Shields
  • uploads///cloud adoption
    Earnings Report

    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.

    By Anne Shields
  • uploads///Cisco IOE
    Tech & Comm Services

    Why is “Internet of Everything” a future growth driver for Cisco?

    Cisco CEO John Chambers believes the Internet of Everything (IoE) might be a $19 trillion opportunity. Cities globally have the potential to claim $1.9 trillion in value from IoE over the next decade, Cisco’s study stated.

    By Samantha Nielson
  • uploads///Valuations
    Earnings Report

    Inside Berkshire’s Investment Income and Valuations after 3Q17

    As of October 2017, Berkshire Hathaway (BRK.B) stock has returned 3.2% in the past month and 31.4% over the past four quarters.

    By Robert Karr
  • uploads///cloud growth
    Earnings Report

    How Have IBM’s Cloud Offerings Performed in Fiscal Year 2014?

    In 2014, IBM’s (IBM) cloud-related technologies generated revenues of $7 billion, a 60% increase on a year-over-year basis.

    By Anne Shields
  • uploads///
    Company & Industry Overviews

    Is Amazon Dreaming of Challenging IBM’s Watson?

    Amazon (AMZN) recently partnered with health information services provider WebMD Health (WBMD) to help Alexa users quickly get answers to their medical queries.

    By Ruchi Gupta
  • uploads///Apple
    Company & Industry Overviews

    Understanding Investors’ Response towards Apple’s Bond Sale

    Apple continues its bond sale trend in 2017 Earlier in this series, we discussed how IBM had continued its trend of share buybacks, and how the IT (Information Technology) sector continued to be the top spender among industries. In early February 2017, Apple (APPL) raised $10 billion in debt. The Financial Times, citing Dealogic estimates, stated […]

    By Anne Shields
  • uploads///
    Real Insights

    What to Expect from Ericsson in 2Q17

    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.

    By Adam Rogers
  • uploads///gartner server
    Earnings Report

    IBM Systems Segment Failed to Benefit from Server Market Growth

    Despite growth in the server market after five quarters, IBM’s Systems segment failed to benefit from it.

    By Anne Shields
  • uploads///SaaS margins
    Tech & Comm Services

    Why Is Salesforce Stock a ‘Buy’ for UBS?

    On the insistence of its shareholders, Salesforce has backed away from its prior decision to buy Twitter (TWTR).

    By Anne Shields
  • uploads///strategic imperatives
    Miscellaneous

    How Optevia Acquisition Will Boost IBM’s Strategic Imperatives

    IBM’s strategic imperatives relate to the company’s investment in cloud, analytics, mobile, social, and security technologies.

    By Anne Shields
  • uploads///Europe revs
    Company & Industry Overviews

    Europe Maintains Strong Growth Momentum for Accenture

    Accenture’s European market continues to witness impressive growth buoyed by strong double-digit growth in Germany, Italy, Ireland, France, and Spain.

    By Aaron Hemsworth
  • uploads///employees
    Tech & Comm Services

    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.

    By Anne Shields
  • uploads///ad spending
    Miscellaneous

    Why IBM is Keen on the Digital Agency and Marketing Space

    IBM is not the only company in the IT sector that is keen on the digital agency and marketing space. Accenture (ACN) recently acquired Boomerang Pharmaceutical Communications in December 2015.

    By Anne Shields
  • uploads///Smartphone device activations enterprises
    Company & Industry Overviews

    Apple and IBM Introduce 3 New Apps for Apple Watch

    Apple believes its partnership with IBM will help it penetrate the enterprise market. Building enterprise apps—and using IBM’s big data and analytics capabilities—is one way to provide better service to enterprises.

    By Puneet Sikka
  • uploads///
    Company & Industry Overviews

    Goldman Sachs’s Views on Cisco Systems

    While Cisco Systems (CSCO) stock has had an impressive rally this year, Goldman Sachs (GS) views this as only the beginning.

    By Ruchi Gupta
  • uploads///Oracles revenues and margins
    Earnings Report

    SaaS, PaaS Playing a Role in Oracle’s Growing Net Margins

    In the past ten quarters including fiscal 1Q17, Oracle’s revenues have missed analyst expectations nine times.

    By Anne Shields
  • uploads///cybersecurity spending
    Earnings Report

    FireEye Finds New CEO: Will It Make a Difference?

    FireEye (FEYE) has announced that Kevin Mandia will be its new CEO after the current CEO David DeWalt steps down on June 15, 2016.

    By Anne Shields
  • uploads///el salvador _
    Company & Industry Overviews

    Comparing Microsoft’s Valuation with Peers’

    Microsoft stock closed at $101.87 on June 20, close to its lower Bollinger Band of $98.

    By Aaron Hemsworth
  • uploads///split
    Earnings Report

    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.

    By Anne Shields
  • uploads///FTNT_Total revenue
    Company & Industry Overviews

    Growing Demand for Security Products Drives Fortinet

    Huge demand for security products across the industry has helped Fortinet (FTNT) maintain strong business growth.

    By Aaron Hemsworth
  • uploads///Gartner
    Company & Industry Overviews

    Behind Salesforce’s Increase in Software Spending in 2017

    Global IT spending is projected to reach nearly $3.5 trillion in 2017.

    By Anne Shields
  • uploads///
    Miscellaneous

    How Analysts View Western Digital in June 2017

    Of the 32 analysts that cover Western Digital (WDC) stock, 25 recommend a “buy,” and seven recommend a “hold.” There are no “sell” recommendations.

    By Adam Rogers
  • uploads///
    Earnings Report

    Alliance Data’s LoyaltyOne Business Segment Fell in 4Q15

    Alliance Data’s (ADS) LoyaltyOne business segment’s revenues fell 9% YoY (year-over-year) from $398 million in 4Q14 to $364 million in 4Q15.

    By Adam Rogers
  • uploads///opensource
    Company & Industry Overviews

    Open Source Continues to Get Attention from Technology Players

    IBM’s recent acquisitions show the company has increased investments in open source. The cloud revolution has acted as a catalyst to the increased adoption of open source technologies.

    By Anne Shields
  • uploads///
    Tech & Comm Services

    How Analysts View Cognizant in July 2017

    In the trailing 12-month period, Cognizant Technology Solutions (CTSH) stock has risen 24.4%. In the last month, it has risen 4.8%.

    By Adam Rogers
  • uploads///open stack contribution
    Company & Industry Overviews

    With the StrongLoop Buyout, IBM Continues to Focus on Open Source

    IBM, a founding member of Node.js Foundation, aims to strengthen its ties with the open source community through StrongLoop’s acquisition and its integration with the majority of its offerings.

    By Anne Shields
  • uploads///
    Earnings Report

    HPE’s Revenue Is Estimated to Rise 6% in Fiscal 2018

    HPE’s revenue is estimated to rise 6% from $28.9 billion in 2017 to $30.62 billion in fiscal 2018.

    By Adam Rogers
  • uploads///Series  A
    Earnings Report

    What Will Drive NetApp’s Revenue in the Future?

    Let’s look at the key growth drivers of NetApp’s revenue. The company earns ~56% of its revenue by selling data storage hardware and ~44% from services.

    By Puja Tayal
  • uploads///IBM mkt cao
    Company & Industry Overviews

    IBM’s Value Proposition in the US Software Space

    IBM was trading at a forward EV-to-EBITDA multiple of 8.77x on April 8, 2016. This was lower than Microsoft’s and Oracle’s at 10.22x and 9.10x, respectively.

    By Anne Shields
  • uploads///salesforce analyst recommendation
    Miscellaneous

    Salesforce Stock: Most Analysts Recommend ‘Buy’

    Wall Street analysts’ views on Salesforce stock Earlier in this series, we discussed how growing competition in the cloud space could halt Salesforce (CRM) double-digit revenue growth. We also discussed the company’s initiatives to overcome this. Salesforce is a prominent player in the software space, along with Microsoft (MSFT), Oracle (ORCL), IBM (IBM), and SAP (SAP). […]

    By Anne Shields
  • uploads///mu npm
    Earnings Report

    How Did Micron Technology Perform Compared to Its Peers?

    The peers outperformed Micron based on the current ratio, PE ratio, and PBV ratio. The ETFs outperformed Micron based on the price movement, PE ratio, and PBV ratio.

    By Gabriel Kane
  • uploads///Apple ipad sales_Q
    Company & Industry Overviews

    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.

    By Puneet Sikka
  • uploads///Aggregate Finacing
    Consumer

    Can China Manage Growth without Fueling a Debt Crisis?

    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.

    By Anuradha Garg
  • uploads///
    Earnings Report

    Exploring Seagate’s and Western Digital’s Financial Metrics

    Analysts expect Western Digital’s (WDX) operating margin to be 26.2% in fiscal 2018 and to fall to 23.8% in fiscal 2019.

    By Adam Rogers
  • uploads///Threat analysis
    Miscellaneous

    How the Agile 3 Buyout Could Boost IBM’s Strategic Imperatives

    In sync with IBM’s Strategic Imperatives In the previous part of this series, we discussed IBM’s (IBM) acquisition of Agile 3 Solutions. According to IBM, Agile 3 Solutions marks the company’s 20th security-related acquisition aimed at enhancing its expertise in the cybersecurity space. Since 2015, IBM has employed or hired 1,900 security experts. It has also […]

    By Anne Shields
  • uploads///salesforce analyst recommendation
    Company & Industry Overviews

    What Are Analysts’ Recommendations for Salesforce’s Stock?

    Salesforce is a prominent player in the software space, along with Microsoft (MSFT), Oracle (ORCL), IBM (IBM), and SAP (SAP).

    By Anne Shields
  • uploads///services revenues
    Earnings Report

    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.

    By Anne Shields
  • uploads///cloud computing _
    Earnings Report

    What to Expect from HPE’s Revenue and Earnings in Fiscal Q3

    In this series, we’ll look at analysts’ earnings and revenue estimates for Hewlett Packard Enterprise (HPE) for the fiscal third quarter.

    By Adam Rogers
  • uploads///challenges
    Tech & Comm Services

    Must-know: What challenges “big data” is posing

    The continuous inflow of massive data—in various formats like texts and photos—poses the biggest challenge because organizations still aren’t equipped to deal with them.

    By Anne Shields
  • uploads///stock ret
    Company & Industry Overviews

    Is Oracle Stock Losing Momentum?

    Oracle’s tepid top- and bottom-line guidance for fiscal Q1 2019 has affected its stock price.

    By Aaron Hemsworth
  • uploads///fireeye product
    Earnings Report

    How Did FireEye’s Segments Perform in Fiscal 1Q16?

    The shift to cloud services has impacted FireEye’s (FEYE) revenue. Its product revenues are billed at the time of shipment, but cloud services revenues are recurring.

    By Anne Shields
  • uploads///
    Earnings Report

    What Cognizant Expects for 1Q18 and Fiscal 2018

    Cognizant Technology Solutions (CTSH) expects revenue to come in between $3.88 billion and $3.92 billion in 1Q18.

    By Adam Rogers
  • uploads///AWS
    Consumer

    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.

    By Amit Singh
  • uploads///computer _
    Company & Industry Overviews

    Can Fortinet Maintain Its Earnings Growth Trend?

    Fortinet’s (FTNT) strong product pipeline and growing customer portfolio have driven the company’s bottom-line growth in the last five quarters.

    By Aaron Hemsworth
  • uploads///geography
    Miscellaneous

    How the US Dollar’s Rise Could Impact Oracle’s Growth in 2017

    The strengthening US dollar (UUP) has been pressuring the entire technology sector, and growth in Oracle’s (ORCL) top line is vulnerable to fluctuations in the dollar.

    By Anne Shields
  • uploads///synergy research
    Company & Industry Overviews

    What Has Boosted Oracle Stock So Far in 2017?

    Although UBS is wary of Oracle’s transition to the cloud, Oracle has managed to achieve high growth rates consistently in this space.

    By Anne Shields
  • uploads///snap
    Earnings Report

    How Snap Stock Stacks Up

    What’s Snap’s economic value? Snap (SNAP) boasts an enterprise value (or EV) of $14.3 billion. Peers FireEye (FEYE), IBM (IBM), Symantec (SYMC), and Oracle (ORCL) have EVs of $2.5 billion, $176.8 billion, $22.1 billion, and $190.6 billion, respectively. Snap’s trailing-12-month EV-to-sales ratio is 20.3x, and its EV-to-projected-sales ratio for the next year is 11.0x. Snap’s price […]

    By Neha Gupta
  • uploads///US dollar headwinds
    Macroeconomic Analysis

    The Strong Dollar Is Dragging Down US Companies’ Revenues

    As earnings reports and analyst call transcripts show, many of the companies reporting sales misses cited the strong dollar as a contributing factor.

    By Russ Koesterich, CFA
  • uploads///azure stack
    Consumer

    Microsoft and Avere Systems: A Step Forward in Hybrid Cloud?

    Recently, the hybrid cloud space has been seeing a lot of activity. Microsoft is not the only company interested in the hybrid cloud space.

    By Anne Shields
  • uploads///China market
    Miscellaneous

    How Trump’s Policies Could Hurt Microsoft

    If Trump implements his trade policies and initiates a trade war with China, tech players such as Microsoft, IBM (IBM), and Apple (AAPL) will face a significant threat due to their dependence on China.

    By Anne Shields
  • uploads///supercomputer _
    Company & Industry Overviews

    How an Extended Agreement with Krungsri Will Help IBM

    IBM strengthened its ties with leading financial company Krungsri to help the financial company achieve its digital transition goal.

    By Aaron Hemsworth
  • uploads///
    Earnings Report

    Will NetApp’s Revenue Continue to Rise in Fiscal 2018?

    Analysts expect NetApp’s (NTAP) revenues to rise 2.7% YoY (year-over-year) to $5.7 billion in fiscal 2018 compared with its revenues of $5.5 billion in fiscal 2017.

    By Adam Rogers
  • uploads///nm
    Company & Industry Overviews

    Why Have IBM’s 7-nm Chips Created Such Excitement?

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

    By Anne Shields
  • uploads///SMART
    Company & Industry Overviews

    Apple May Debut 2017 iPhone with Much Larger Display

    Under pressure to impress consumers, Apple (AAPL) is reportedly working on radical designs for the iPhone 8, which could include a curved display.

    By Ruchi Gupta
  • uploads///
    Company & Industry Overviews

    Cloud Arms Race Continues as Amazon Opens Argentina Office

    Amazon (AMZN) is expanding its cloud footprint in Latin America as it pursues growth overseas.

    By Neha Gupta
  • uploads///isight plat
    Earnings Report

    Why FireEye Partnered with Microsoft

    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.

    By Anne Shields
  • uploads///positioning
    Company & Industry Overviews

    Microsoft’s Shift to the Cloud Is Pressuring Its Margins

    Amid the recent sell-offs in the technology space driven by valuation concerns, Microsoft stock fell from $73 per share to ~$68 per share.

    By Anne Shields
  • uploads///
    Company & Industry Overviews

    Behind NetApp’s Cost-Reduction Strategy in Fiscal 2018

    NetApp (NTAP) has reduced its cost base so far in fiscal 2017 in an effort to offset declining revenues.

    By Adam Rogers
  • uploads///Currencies
    Earnings Report

    Dollar Appreciation Impacts IBM’s Growth in 2Q15

    IBM pointed to the strengthening US dollar for the decline in its revenues, which fell by 13.5% in fiscal 2Q15. On a constant currency basis, revenue only declined by 1%.

    By Anne Shields
  • uploads///PATENTS
    Earnings Report

    Z13 Systems Are Integral to IBM’s Mainframe Growth

    IBM stated that along with a $1 billion investment, it has invested five years and collaborated with more than 60 clients to bring the z13 to the market.

    By Anne Shields
  • uploads///Mobile fitness band preference
    Macroeconomic Analysis

    Apple Should Pose the Biggest Threat to Fitbit

    The Apple Watch is the biggest threat to Fitbit despite its being released only recently. In April, Apple released the Watch in nine countries.

    By Puneet Sikka
  • uploads///ManufacturingDIA
    Macroeconomic Analysis

    DIA May Rise after Triggering Bullish Crossover

    In DIA, the 20-day moving averages for MMM, BA, and HD are crossing over the 100-day moving averages. This is considered a bullish crossover.

    By Lara Sheldon
  • uploads///Hardware
    Earnings Report

    IBM’s Hardware Segment Is Far from Reporting Revenue Growth

    IBM’s Hardware segment was the worst-hit operating segment in fiscal 3Q15, registering a revenue fall of 39% on a year-over-year basis to $1.5 billion.

    By Anne Shields
  • uploads///A_AMD_Semiconductors_Moores law plus
    Company & Industry Overviews

    Chart in Focus: AMD’s Moore’s Law Plus Concept

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

    By Puja Tayal
  • uploads///bitcoin users
    Company & Industry Overviews

    After Microsoft R3CV Deal, Bank of Ireland Shared Blockchain Trial

    On April 5, 2016, the Bank of Ireland (IREBY) stated that in collaboration with Deloitte, the bank has successfully finished a joint proof-of-concept blockchain trial.

    By Anne Shields
  • uploads///bbaafcefefcdbcaadece
    Consumer

    Why VMware’s Stock Could Rise after Its 2Q16 Results

    Despite providing weak guidance for 2016, VMware’s (VMW) 1Q16 results beat analysts’ estimates, which helped its stock to rise by 10% after its results were released.

    By Anne Shields
  • uploads///Screenshot
    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///ad revenue growth
    Miscellaneous

    Why Cognizant Acquired Mirabeau

    Agreeing straight away to Elliott Management’s “suggestion,” Cognizant (CTSH) announced the acquisition of Mirabeau on November 29, 2016.

    By Anne Shields
  • uploads///RD
    Miscellaneous

    How Is Netsuite Expected to Impact Oracle’s Financials?

    So far in 2016, Oracle (ORCL) has made nine acquisitions: Dyn, Palerra, LogFire, NetSuite, Opower, Textura, Crosswise, Ravello Systems, and AddThis.

    By Anne Shields
  • uploads///diabetes
    Company & Industry Overviews

    FDA Approves Medtronic’s Enlite Sensor for iPro2 CGM System

    Medtronic (MDT) is consistently working on expanding access to and improving diabetes management via new and enhanced products and services.

    By Sarah Collins
  • uploads///Buybacks
    Earnings Report

    Oracle and Its Peers Continued Their Share Buyback Trend in 2016

    Of all the companies in this sector, Apple is estimated to be the largest contributor to the IT sector’s expected fall in earnings.

    By Anne Shields
  • uploads///analysts recommendations
    Company & Industry Overviews

    The Word on the Street: What Do Analysts Recommend for IBM Now?

    Of the 27 analyst recommendations on IBM stock, 56% were “hold” as of July 8, 2016. About 26% were “buy” recommendations, and 19% were “sell.”

    By Anne Shields
  • uploads///
    Company & Industry Overviews

    Verizon’s Big Uptake of Amazon Cloud Signals Cost Focus

    Verizon (VZ) is significantly increasing its use of Amazon’s (AMZN) cloud, with plans to migrate more applications to Amazon Web Services.

    By Ruchi Gupta
  • uploads///Revenue segment
    Earnings Report

    Microsoft’s Fiscal 2Q16 Earnings Beat Expectations

    Microsoft reported non-GAAP revenues of $25.7 billion and non-GAAP EPS of $0.78 in fiscal 2Q16, which beat analyst expectations by $440 million and $0.07 per share, respectively.

    By Anne Shields
  • uploads///may
    Consumer

    What Factors Affected Rackspace’s Performance?

    Growing competition between Amazon and Microsoft is also impacting Rackspace.

    By Anne Shields
  • uploads///Microsoft earnings
    Tech & Comm Services

    Microsoft Reports Earnings Tomorrow, Stock Shows 23 Percent Upside

    As Microsoft gears up to report its earnings, the stock has soared this year. The company’s stock price has risen 34% in 2020.

    By Ruchi Gupta
  • uploads///cloud infrastructure
    Company & Industry Overviews

    Economic Slowdown Failed to Impact Cloud Adoption

    According to a recent report by Synergy Research, cloud infrastructure service revenues grew 52% on a YoY (year-over-year) basis in 2015.

    By Anne Shields
  • uploads///GBS
    Earnings Report

    How Did IBM’s Global Business Services Perform in Fiscal 2Q15?

    In its fiscal 2Q15 earnings release, IBM stated that its customers are moving away from big on-premise ERP projects towards smaller projects.

    By Anne Shields
  • uploads///
    Company & Industry Overviews

    Understanding BlackBerry’s Vision of Fiscal 2018

    BlackBerry expects its gross margin to reach 70% in fiscal 2018, which would be a rise of 800 basis points over its gross margin of 62% in fiscal 2018.

    By Adam Rogers
    • CONNECT with Market Realist
    • Link to Facebook
    • Link to Twitter
    • Link to Instagram
    • Link to Email Subscribe
    Market Realist Logo
    Do Not Sell My Personal Information

    © Copyright 2021 Market Realist. Market Realist is a registered trademark. All Rights Reserved. People may receive compensation for some links to products and services on this website. Offers may be subject to change without notice.