iShares North American Tech-Software
Latest iShares North American Tech-Software News and Updates
System Software Subsector: Best Performer in HACK
From September 7–11, 2015, the technology sector performed immensely well, pulling all the sectors up. For HACK, System Software was the best performing subsector.
Why Jeff Bezos Loves Startups
According to the data compiled by Thomson Reuters, early-stage companies make up ~53.8% of Bezos Expeditions’ total investments.
A Close Look at Intuit’s Reporting Structure
Intuit’s reporting structure is organized around three segments: Small Business, Consumer Tax, and Professional Tax. It generates a majority of its revenues from small businesses.
Why Oracle’s engineered systems should drive hardware growth
Oracle’s (ORCL) Engineered Systems business comprise the Oracle Exadata Database Machine, Oracle Exalogic Elastic Cloud, and Oracle SPARC SuperCluster products.
Does Jefferies Prefer Microsoft Stock over Oracle?
Jefferies upgraded Microsoft (MSFT) stock to “buy.” The firm also raised its target price on Microsoft stock from $93 to $160.
Cloudera Stock Surges on News of Icahn’s Stake
Yesterday, Carl Icahn revealed his 12.6% stake in data analytics company Cloudera (CLDR), causing its shares to jump.
How Iron Mountain Has Maintained Its Dividend Yield
How Iron Mountain has maintained a 5% yield Iron Mountain (IRM) is an enterprise information management services company. The company’s revenue grew in 2016, supported by its North American Records and Information Management Business, North American Data Management Business, Western European Business, and Other International Business segments. Its revenue fell 4% in 2015 before rising 17% in 2016. Its operating income fell 5% in 2015 and 4% in 2016 due to […]
Comparing Adobe, Autodesk, and Salesforce’s R&D Expenses in 3Q15
In 3Q15, Adobe’s (ADBE) expenses for R&D increased to $219 million from $212 million in 3Q14 and $209 million in 3Q13. R&D expenses allocated comprised 17.98% of total revenues in 3Q15.
Intel Acquires Altera: Will History Repeat Itself?
Intel will be leveraging Altera’s FPGA (field-programmable gate array) product series, which includes its Stratix, Arria, and Cyclone products.
Microsoft and Amazon to Consolidate FAA’s Data Centers
Amazon and Microsoft contracted with the FAA to streamline the FAA’s network centers and store its data on Amazon’s Web Services and Microsoft’s Azure cloud.
Microsoft Trades below Moving Averages in August
Out of 41 analysts covering Microsoft (MSFT), 22 have a “buy” recommendation on it, six have a “sell” recommendation, and 13 recommend “hold.”
FactSet Research Systems’ Performance in a Competitive Market
FactSet Research Systems has outperformed its competitors based on net profit margin, EPS, PE, and PB. It has outperformed its ETFs based on price movement, PE, and PB.
How FactSet Research Systems Performed in 4Q15
FactSet Research Systems (FDS) has a market cap of $6.74 billion. Its YTD performance is going up day by day. After the 4Q15 earnings report, FDS fell 1.96% to close at $162.67 per share.
Microsoft Only Firm Expected to See Tablet Growth in 2015
Microsoft’s Window tablets are forecasted to increase by 59.5% in 2015 to 17.7 million units in 2015, or a market share of 8.4%.
VMware Trades below Moving Averages in August
VMware generated investor returns of -18.97% in the trailing 12-month period and -10.02% in the trailing one-month period.
EPS Increases 15% YoY for VMware in 2Q15
VMWare’s GAAP net income in 2Q15 was $172 million and its EPS equaled $0.40 per diluted share. This compares to its net income of $167 million and EPS of $0.38 in 2Q14.
Engaged Capital Raises Stake in Rovi Corporation
Engaged Capital’s relationship with Rovi dates back to April 2013, when the fund first invested in the company.
Takeaways for Oracle investors: Cloud product growth is important
Despite the lower growth rates achieved by its cloud based products, Oracle remains optimistic. Oracle believes that it has a complete portfolio of SaaS-based products in the HCM, CRM, and ERP markets.