International Business Machines Corp
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.
What Helped Microsoft Capture the Largest Market Share?
Microsoft (MSFT) is behind only Amazon (AMZN) in the overall cloud space.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
How High Cloud Growth Is Helping Microsoft
In fiscal 3Q18, Azure grew 93%, and Office 365 grew 42%.
Oracle’s Value Proposition: A Peer Comparison
Oracle was trading at a forward EV-to-EBITDA multiple of ~8.6x on June 29, 2016.
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.
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 […]
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 […]
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.
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.
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).
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.
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.
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.
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.
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.
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.
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.
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.
Comparing Microsoft’s Valuation with Peers’
Microsoft stock closed at $101.87 on June 20, close to its lower Bollinger Band of $98.
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.
Growing Demand for Security Products Drives Fortinet
Huge demand for security products across the industry has helped Fortinet (FTNT) maintain strong business growth.
Behind Salesforce’s Increase in Software Spending in 2017
Global IT spending is projected to reach nearly $3.5 trillion in 2017.
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.
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.
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.
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%.
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.
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.
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.
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.
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). […]
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.
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.
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.
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.
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 […]
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).
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.
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.
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.
Is Oracle Stock Losing Momentum?
Oracle’s tepid top- and bottom-line guidance for fiscal Q1 2019 has affected its stock price.
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.
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.
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.
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.
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.
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.
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 […]
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.
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.
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.
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.
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.
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.
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.
Cloud Arms Race Continues as Amazon Opens Argentina Office
Amazon (AMZN) is expanding its cloud footprint in Latin America as it pursues growth overseas.
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.
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.
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.
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%.
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.
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.
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.
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.
Chart in Focus: AMD’s Moore’s Law Plus Concept
AMD developed the concept of Moore’s Law Plus to drive future innovation.
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.
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.
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.
Why Cognizant Acquired Mirabeau
Agreeing straight away to Elliott Management’s “suggestion,” Cognizant (CTSH) announced the acquisition of Mirabeau on November 29, 2016.
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.
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.
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.
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.”
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.
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.
What Factors Affected Rackspace’s Performance?
Growing competition between Amazon and Microsoft is also impacting Rackspace.
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.
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.
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.
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.