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  • uploads///EA
    Company & Industry Overviews

    Electronic Arts Trades below Moving Averages in August

    Electronic Arts (EA) generated investor returns of 70.14% in the trailing 12-month period and -9.62% in the trailing one-month period.

    By Adam Rogers
  • uploads///Quarterly Revenue
    Earnings Report

    Palo Alto Networks Stock Rises 4% after Fiscal 1Q16 Earnings

    Palo Alto Networks (PANW) announced its fiscal 1Q16 earnings on November 23, 2015. Market reaction was positive, and investors drove the stock up by 4.0% in after-hours trading.

    By Parker Thomas
  • uploads///Weekly Performance
    Macroeconomic Analysis

    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.

    By Parker Thomas
  • uploads///Fortinet Moving Avg
    Macroeconomic Analysis

    Fortinet Stock Price Quoted below Its Benchmark

    Fortinet (FTNT) has risen 78.48% in the trailing twelve months (TTM) and 4.07% over the last month. The share price of the firm has seen a rise of 2.86% in the trailing five-day period.

    By Parker Thomas
  • uploads///
    Consumer

    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.

    By Jitendra Parashar
  • uploads///honeywell eps
    Earnings Report

    Honeywell’s Management Seeks to Reassure Investors

    Honeywell (HON) released its 3Q16 earnings on October 21. It provided a business update earlier in the month, but there were a few surprises in the release.

    By Shannon Black
  • uploads///MinHash
    Miscellaneous

    Salesforce.com Pushes into Big Data with MinHash Acquisition

    December 2015 has been eventful for Salesforce.com with the acquisition of MinHash, a data analytics firm. With this acquisition, Salesforce.com is going deeper into the Big Data space.

    By Anne Shields
  • Tech & Comm Services

    Why Microsoft has been strong since Satya Nadella became CEO

    Satya Nadella was appointed CEO of Microsoft (MSFT) in February 2014. In the short span of three months, he has taken a number of initiatives that have made investors happy.

    By Puneet Sikka
  • uploads///SMB
    Earnings Report

    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.

    By Anne Shields
  • Tech & Comm Services

    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.

    By Anne Shields
  • uploads///Goog Price Movement
    Company & Industry Overviews

    Google Enlisted Ford to Implement Self-Driving System

    Google and Ford are set to form a partnership to develop self-driving cars. The partnership is scheduled to be announced by Ford at the “consumer electronics show” in January 2016.

    By Parker Thomas
  • uploads///Microsoft stock
    Company & Industry Overviews

    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.

    By Maitali Ramkumar
  • uploads///AdobeStock_
    Basic Materials

    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.

    By Anuradha Garg
  • uploads///IRM PRICE
    Real Estate

    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 […]

    By Amanda Lawrence
  • uploads///
    Company & Industry Overviews

    Why Has the Profit Margin for Electronic Arts Improved?

    Digital revenues have grown rapidly for Electronic Arts (EA). In fiscal 4Q16, digital revenues rose by 18.3% year-over-year to $712 million from $602 million in 4Q15.

    By Adam Rogers
  • uploads///
    Miscellaneous

    Activision Acquired Major League Gaming to Enter the e-Sports Segment

    According to Activision, the e-sports audience comprises more than 100 million viewers and is projected to be bigger than the audience for professional sports leagues.

    By Adam Rogers
  • uploads///
    Earnings Report

    Why Digital Revenues Are Key to Electronic Arts’ Long-Term Growth

    Electronic Arts generates ~$1 billion a year from FIFA as its core game and its revenues from Fantasy Football total ~$400 million. Although users may play FIFA for a few months, the online fantasy game is played all year long.

    By Adam Rogers
  • uploads///
    Miscellaneous

    Average Monthly Active Users Drove Activision’s Digital Growth

    In 2015, Activision’s GAAP digital revenue grew 32% YoY to $2.5 billion from $1.9 billion in 2014. Digital revenue accounted for 54% of the total revenue in 2015.

    By Adam Rogers
  • uploads///
    Earnings Report

    Impressive Digital Revenues for Activision in 4Q15

    On February 11, Activision (ATVI) announced its 4Q15 results and reported GAAP net revenues of $1.4 billion compared to $1.6 billion in 4Q14.

    By Adam Rogers
  • uploads///
    Earnings Report

    Looking Ahead: Citrix’s Financial Outlook for 2016

    Citrix Systems (CTXS) has targeted revenues in the range of $3.31 billion to $3.32 billion for fiscal 2016.

    By Adam Rogers
  • uploads///
    Earnings Report

    Customer Spending Slowdown Has Driven Tableau’s Weak Guidance

    Tableau projected revenues for 2016 to be between $830 million and $850 million, lower than its previous forecast of between $845 million and $865 million.

    By Adam Rogers
  • uploads///
    Earnings Report

    Tableau Software’s 4Q15 Revenues and Earnings Beat Estimates

    On February 4, 2016, Tableau Software (DATA) announced its 4Q15 results. Tableau reported revenues of $202.8 million, a rise of 42% year-over-year.

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

    Electronic Arts Traded below Its Moving Averages in December 2015

    Out of 23 analysts covering the Electronic Arts (EA), 17 have a “buy” recommendation on Electronic Arts and six recommend a “hold.”

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

    Electronic Arts: A Market Leader in the Gaming Space

    Electronic Arts owns an enviable list of gaming franchises such as FIFA, Madden, Battlefield, and Battlefront. The just-released Star Wars game is free to download from Google Play and the App Store.

    By Adam Rogers
  • uploads///fds pe
    Earnings Report

    How Does FactSet Research Systems Compare to Its Peers?

    The PBV (price-to-book value) ratios of FactSet Research Systems, Thomson Reuters, MSCI, Markit, and Morningstar are 12.6x, 2.4x, 6.8x, 2.3x, and 5.3x, respectively.

    By Gabriel Kane
  • uploads///fds pm
    Earnings Report

    FactSet Research Systems’ Revenue and Income Rose in Fiscal 1Q16

    After FactSet Research Systems (FDS) released its fiscal 1Q16 earnings report, FDS fell by 4.0% to close at $162.59 per share in yesterday’s trade.

    By Gabriel Kane
  • uploads///Big Data
    Earnings Report

    What’s Driving Growth for Splunk and Its Peers?

    One reason that companies like Splunk can report strong double-digit growth is that there is relatively small penetration of big data in the tech industry.

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

    Assessing the ROE of Adobe, Autodesk, and Salesforce in 3Q15

    In 3Q15, the return on equity (or ROE) for Adobe (ADBE) was 10.38% compared to 2.67% in the same period last year and 4.82% in 3Q13.

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

    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.

    By Adam Rogers
  • uploads///Moving Averages
    Macroeconomic Analysis

    What Do Analysts Recommend for FireEye?

    As of November 4, 2015, FireEye (FEYE) has generated returns of -15.5% for the trailing 12 months (or TTM) and -12.5% in the trailing-one-month period.

    By Parker Thomas
  • uploads///Intel and AMD
    Miscellaneous

    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.

    By Parker Thomas
  • uploads///Microsoft Price
    Miscellaneous

    Microsoft to Acquire Another Security Company: Secure Islands

    On November 9, 2015, Microsoft (MSFT) announced the acquisition of Secure Islands, a data security company based in Israel. This will be its third acquisition of an Israeli cybersecurity company.

    By Parker Thomas
  • uploads///Weekly Performance
    Macroeconomic Analysis

    How Did Cybersecurity ETF HACK Perform Last Week?

    HACK closed at $27.10 with a positive return of 1.3% on Friday, November 6, 2015, generating a profit of 1.1% for the week.

    By Parker Thomas
  • uploads///msft
    Company & Industry Overviews

    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.

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

    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.”

    By Adam Rogers
  • uploads///Moving Averages
    Macroeconomic Analysis

    How Barracuda Quoted Below Its Benchmark—but Remained Attractive

    On September 29, 2015, Barracuda showed a decline of -7.25% in the trailing twelve-month period and decline of -11.33% in the trailing one-month period.

    By Parker Thomas
  • uploads///Moving Averages
    Macroeconomic Analysis

    Imperva Stock Price Quoted above Average

    Cyber and data security provider Imperva (IMPV) has generated returns of 152.29% in the trailing 12 months (or TTM) and 33.63% in the trailing one-month period.

    By Parker Thomas
  • uploads///fds npm
    Earnings Report

    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.

    By Gabriel Kane
  • uploads///fds pm
    Earnings Report

    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.

    By Gabriel Kane
  • uploads///rht pe
    Earnings Report

    How Does Red Hat Compare to Its Peers?

    Red Hat has outperformed its peers based on the gross profit margin, current ratio, PE ratio, and PBV ratio. It also outperformed it ETFs.

    By Gabriel Kane
  • uploads///ntct
    Company & Industry Overviews

    NetScout Acquires Danaher’s Communication Business

    In October 2014, Danaher (DHR) announced an agreement with NetScout (NTCT). Danaher’s communication business will combine with NetScout.

    By Adam Rogers
  • uploads///Fortinet and Splunk Technical Alliance
    Macroeconomic Analysis

    Fortinet and Splunk to Form Technical Alliance Against Cyber Threats

    Fortinet recently announced its technical alliance with Splunk, which should significantly help service providers fight cyber attacks.

    By Parker Thomas
  • uploads///adbe cr
    Earnings Report

    How Does Adobe Systems Compare to Its Peers?

    Adobe Systems was better than its peers based on the PE ratio, PBV ratio, and gross profit margin. It was also ahead of its ETFs.

    By Gabriel Kane
  • uploads///msft
    Company & Industry Overviews

    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%.

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

    Device and Consumer Revenues Decline for Microsoft

    In 4Q15, revenues in the devices and consumer segment for Microsoft declined by 13% to $8.7 billion.

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

    NetSuite Reports Record 2Q15 Revenues

    On July 23, NetSuite declared its 2Q15 results and reported revenues of $177.3 million, a 35% YoY increase in comparison to 2Q14.

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

    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.

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

    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.

    By Adam Rogers
  • uploads///Moving Average
    Macroeconomic Analysis

    Infoblox Stock Remained below the Moving Averages

    Infoblox (BLOX) has generated returns of 28.64% in the trailing 12 months (or TTM) and -20.49% in the trailing one-month period.

    By Parker Thomas
  • uploads///Earnings Analysis
    Macroeconomic Analysis

    Splunk’s Earnings Beat Analysts’ Expectations

    Splunk (SPLK) shares fell by 5.10% to $60.98 despite strong 2Q15 results. It reported total revenue of $148.3 million compared to $101.5 million last year.

    By Parker Thomas
  • uploads///ZNGA_Mobile
    Fund Managers

    TPG-Axon Ups Its Position in Zynga by 36%

    TPG-Axon raised its position in Zynga (ZNGA) by increasing shares from 16,303,598 in 3Q14 to 22,124,546 in 4Q14. This represents an increase of 36%.

    By Stuart McKenzie
  • uploads///
    Fund Managers

    Must-Know Overview of Rovi Corporation

    Rovi Corporation (ROVI) provides content discovery and personalized, interactive experiences to the entertainment media market.

    By Santiago Solari
  • uploads///a
    Fund Managers

    Glenn Welling’s Fund Pressures Rovi’s Board

    According to Bloomberg News, Engaged Capital is seeking to alter Rovi Corporation’s cost structure and implement various strategic initiatives.

    By Santiago Solari
  • uploads///
    Fund Managers

    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.

    By Santiago Solari
  • uploads///strategy
    Consumer

    Must-know: Saleforce.com’s “industry strategy”

    In April 2014, Salesforce.com (CRM) announced its “industry strategy.” The company wants to expand its presence across various industry verticals. The company’s industry strategy is three-pronged.

    By Anne Shields
  • Consumer

    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.

    By Puneet Sikka
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