International Business Machines Corp

Hyperscalers drove volume demand in the server market Earlier, we discussed growth in the server market, wherein the high-end segment benefited from the launch of IBM’s (IBM) z14 mainframe. According to Sanjay Medvitz, a senior research analyst at IDC, “ODMs [original device manufacturer] continue to be the primary beneficiaries from hyperscale server demand. Some OEMs […]

In its mid-February report, Oracle was once again positioned highest among other players owing to its “ability to execute” in Gartner’s Magic Quadrant for Data Management Solutions for Analytics.

Infosys expects its total revenues in fiscal 2018 to expand 6.5%–7.5%.

As of February 26, 2018, Microsoft stock had risen ~2.4% and 0.15% for in trailing-five-day period and the trailing-one-month period, respectively.

Cadence Design Systems (CDNS) continues to enhance its product portfolio by way of new acquisitions. In the last five years, the company has completed eight acquisitions.

In fiscal 3Q18, CA Technologies landed 21 license deals worth $577 million with an incremental contract value of more than $10 million each.

For RPM International, 54% of the analysts recommended a “buy,” 46% recommended a “hold,” and none of the analysts recommended a “sell.”

With a market share of 41.6%, Oracle leads the database space. However, its market share has dropped 1.5% since 2016. Microsoft (MSFT) and IBM (IBM) are the top three players in this space.

On December 20, 12 of 24 analysts surveyed by Reuters rated Medtronic (MDT) stock as a “buy,” and the remaining 12 analysts recommended a “hold.” There were no “sell” ratings given to MDT stock.

Business segments KBR’s (KBR) business is classified into three core segments (government services, technology and consulting, and engineering and construction) and two non-core segments (non-strategic business and other business). Government services The government service segment’s primary focus is providing support solutions to US, UK, and Australian government agencies. According to KBR’s Form 10-K, the segment offers “full […]

Amazon’s (AMZN) cloud services unit, Amazon Web Services (or AWS), and Equinix (EQIX) have strengthened their partnership.

In September 2017, Western Digital’s (WDC) brand HGST was named in Gartner’s Magic Quadrant for Distributed File Systems and Object Storage as a niche player.

Consistent growth in the cloud and mainframe systems enabled IBM to post a lower-than-expected fall in its revenues in 3Q17.

IBM was trading at a forward EV-to-EBITDA multiple of ~9.25x on November 11, 2017.

Analysts expect Cisco’s revenues to rise 0.3% YoY to $48.1 billion in fiscal 2018, compared with its revenues of $48 billion in fiscal 2017.

Intel taps neuromorphic processors Intel (INTC), a leader in the data processor market, is set to secure its position in the cloud computing space with its new Nervana NNP (Neural Network Processor), which it developed in conjunction with Facebook (FB). Now, it is tapping offline, on-device computing to compete with more energy-efficient ARM processors in […]

In 2017 to date, Oracle stock has surged 33% and outperformed the computer software sector, which grew 24% year-to-date.

In fiscal 2Q17, IBM’s cash reserves and marketable securities stood at ~$12.3 billion, and the company had ~$45.7 billion in debt.

Azure Stack is expected to find a preference among companies and industries that prefer the hybrid cloud’s ability.

For IBM (IBM), 1Q17 marked the 22nd year of annual dividend growth despite being the 20th successive quarter with no revenue growth.

Canada’s (EWC) BlackBerry (BBRY) generated returns of -3.3% in the trailing-one-month period and 58% in the trailing-12-month period.

BlackBerry (BBRY) will announce its fiscal 1Q18 results on June 23, 2017. Analysts estimate that the company will post revenue of ~$264.51 million.

In this part of the series, let’s see how IBM’s (IBM) Systems segment performed in 1Q17. The Systems segment includes systems hardware and OS (operating system) software.

In 1Q17, IBM’s GTS (global technology services) business’s revenue accounted for ~45% of its total revenue. Its performance is crucial to IBM’s overall growth.

Despite its aggressive measures to tap growth, top line growth continues to be elusive for IBM. The company’s 1Q17 results marked its 20th straight quarter without revenue growth.

Microsoft’s forward annual dividend yield was ~2.3% on May 15, 2017, and Oracle’s and IBM’s yields were ~1.7% and ~4.0%, respectively.

In the past seven years, including its fiscal 4Q17 results, Salesforce (CRM) has met or exceeded analysts’ expectations with each passing quarter.

Apple (AAPL) has completed $211.2 billion of its $250.0 billion ongoing capital return program and extended its capital return program by $50.0 billion.

Salesforce’s deferred revenue So far in this series, we’ve discussed Salesforce’s (CRM) position in the cloud space and the threat posed by its peers. In fiscal 4Q17, Salesforce reported deferred revenue of $5.5 billion. Its unbilled deferred revenue stood at $9 billion. Its revenue grew 29% and 27%, respectively, in constant currency terms, indicating improvement […]

In fiscal 2Q17, Microsoft’s (MSFT) Azure revenues rose 93%, and its computing usage more than doubled on a year-over-year basis. In constant currency terms, MSFT’s growth reached 95%.

Oracle (ORCL) has targeted the Asia-Pacific region, the Middle East, and North America to open more data centers in 2018.

As of March 8, 18 brokerage firms were tracking 3M stock—42% of the analysts rated it as a “buy,” 42% rated it as a “hold,” and 16% rated it as a “sell.”

On January 26, financial adviser Andy Chase told CNBC’s Mike Santoli that equity valuations are at an all-time low. Chase believes that stocks provide the strongest investment opportunity in 2017.

IBM (IBM) spends ~6% of its annual revenue on R&D (research and development). In 2016, IBM spent $5.4 billion on R&D

Despite a fall in overall revenue and no growth in any of its operating segments, IBM’s Strategic Imperatives segment managed to post growth in 3Q16.

In the last six years, Ford contributed ~$12.9 billion to its pension funds. It’s the main reason why it has a better-funded status than General Motors.

Defined benefit plans are one of the oldest types of post-retirement benefit plans that automakers offer to their employees.

On November 30, IBM was the largest player by market capitalization in this space, followed by Accenture. Cognizant (CTSH), Infosys, Wipro, and Teradata.

An increase in cyberattacks, the proliferation of IoT, and the increasing requirement to deploy advanced security solutions should drive growth in the APT space.

Fiscal 3Q17 was the first full quarter that reflected Nvidia’s (NVDA) Pascal GPU sales. NVDA reported record-high revenue growth in its Gaming segment, which crossed the $1 billion mark for the first time.

Trump has planned a reduction in the current tax structure, and both immigration and taxation impact the IT sector—especially software sector.

Hewlett Packard Enterprise (HPE) continued to lead the worldwide server market with a share of 25.4% in 2Q16.

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

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.

Last year, Dell said it anticipates roughly $2 billion in revenue synergies from the EMC transaction.

On June 20, 2016, Adobe announced it had again been recognized by Gartner as a leader in the 2016 Magic Quadrant for Mobile App Development Platforms research report.

Network-as-a-Service (or NaaS) follows a business model where network services are delivered virtually over the Internet. MarketsandMarkets expects the NaaS market to grow from ~$30.7 billion in 2014 to ~$50.8 billion in 2019.

Juniper Networks has selected six global strategic alliance partners to complement Juniper’s capabilities and portfolio.

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