iShares US Technology

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  • 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
  • Why the NASDAQ’s 5,000 Level Is Not Like the Dot Com Bubble
    Macroeconomic Analysis

    Why the NASDAQ’s 5,000 Level Is Not Like the Dot Com Bubble

    The NASDAQ hit the all-important 5,000 level on March 2, 2015, for the first time after the dot com bubble burst of 2000.

    By Heidi Richardson
  • Oracle’s New ID Graph Offers Unique Features
    Company & Industry Overviews

    Oracle’s New ID Graph Offers Unique Features

    Oracle ID Graph’s unique feature is that it separates device-based identifiers and mobile devices that allow marketers to send a message to these devices directly.

    By Anne Shields
  • Why China Is a Good Opportunity for the Mobile Payment Market
    Company & Industry Overviews

    Why China Is a Good Opportunity for the Mobile Payment Market

    Third-party mobile payment services in China registered a total transaction volume of ~$197 billion in 2013—an increase of 707% on a YoY basis.

    By Anne Shields
  • uploads/// Population over  US
    Company & Industry Overviews

    Why Structural Hurdles Could Thwart US Economic Progress

    The American economy is facing major structural issues that have the potential to thwart economic progress. The most important hurdle facing the US economy is an aging population.

    By Rick Rieder
  • uploads///borrowed funds fueled rise in stocks
    Macroeconomic Analysis

    Why a Chinese Market Slump Won’t Affect the Economy

    The Chinese market slump is not likely to dampen consumer spending or affect the economy. Stocks make up a mere 15% of Chinese household financial assets.

    By Russ Koesterich, CFA
  • uploads///airport _
    Consumer

    TripAdvisor Fell ~5% after Its Q4 Earnings

    TripAdvisor (TRIP) shares fell ~5% during after-hours trading on February 12. The company reported lower-than-expected bottom-line results.

    By Anirudha Bhagat
  • uploads///High Yield Bonds Appear Attractive
    Macroeconomic Analysis

    High Yield Offers Attractive Potential in a Yield-Starved World

    In an environment of generally decent, albeit recently disappointing, growth and gently rising yields, high yield offers attractive potential in a yield-starved world.

    By Russ Koesterich, CFA
  • 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///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///Yahoo tumblr user growth
    Earnings Report

    Yahoo’s Tumblr Outshines Instagram in User Growth

    Yahoo plans to make Tumblr similar to YouTube and is trying to convince some of Google’s top YouTube stars to make Tumblr their exclusive video distributor.

    By Patricia Garner
  • uploads///intro
    Company & Industry Overviews

    Overview of Motorola Solutions

    Motorola Solutions has a market capitalization of $14.21 billion, and competitors Harris Corporation and Cisco have market capitalizations of $9.37 billion and $131.29 billion, respectively.

    By Adam Rogers
  • uploads///comparison
    Earnings Report

    Why Rackspace Revenue Growth Has Slowed Down

    The primary reason for Rackspace’s slow revenue growth in spite of increased preference for the cloud,is a change in its strategy.

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

    NetEase Picks Up Minority Stake in France’s Quantic Dream

    On January 30, NetEase (NTES), a well-known gaming company in China, picked up a minority stake in Quantic Dream for an undisclosed amount.

    By Samuel Prince
  • uploads///SP  Returns Following Rising Fed Funds Rate
    Company & Industry Overviews

    Rich Valuations and Higher Rates Lead to Poor Stock Returns

    Rich valuations and higher rates are a lethal combination for stocks. Over the longer term, multiple expansion and tightening lead to negative returns.

    By Russ Koesterich, CFA
  • uploads///Internet core search market share
    Earnings Report

    Yahoo Is Looking to Increase User Engagement on Yahoo Mail

    In addition to its partnership with Paperless Post, Yahoo (YHOO) also launched contact cards in Yahoo Mail to increase user engagement.

    By Patricia Garner
  • uploads///Google number of apps
    Company & Industry Overviews

    Google Play: Introducing Sponsored Search Ads

    Google will earn revenues from each of the sponsored search ads that developers use to showcase their apps to users.

    By Puneet Sikka
  • uploads///PE ratios of NASDAQ
    Macroeconomic Analysis

    Strong Earnings Growth Helps Keep NASDAQ Valuations Attractive

    The promise of technology stocks has translated into solid deliverables with strong earnings growth.

    By Heidi Richardson
  • uploads///alchemyAPI
    Earnings Report

    AlchemyAPI Acquisition Will Empower IBM’s Watson

    IBM’s (IBM) Watson is a cognitive computing system that analyzes large volumes of data, understands complex questions posed in natural language, and proposes evidence-based answers.

    By Anne Shields
  • uploads///zENterprise
    Earnings Report

    IBM Has Increased Its Initiatives in the Cloud Space

    In February 2014, IBM announced integration of its high-end POWER Systems servers for hosting and developing applications on SoftLayer cloud infrastructure.

    By Anne Shields
  • uploads///services ecosystem
    Miscellaneous

    How IBM’s iX Unit Could Get a Big Boost from Bluewolf Group

    After the Bluewolf acquisition is finalized, the company will become part of IBM’s iX, or Interactive Experience, unit.

    By Anne Shields
  • Technology & Communications

    Why consistent Mac growth helped Apple gain PC market share

    Within this market, Apple (AAPL) is now the fifth largest player. It has broken into the list of the top five players for the first time ever.

    By Puneet Sikka
  • uploads///Revenue by segment
    Earnings Report

    Must-Know: A Review of IBM’s 4Q14 and Fiscal Year 2014 Earnings

    For 4Q14 and fiscal year 2014, IBM’s revenues declined by 11.94% and 5.94% on a year-over-year basis, respectively.

    By Anne Shields
  • uploads///sandisk tam
    Earnings Report

    Investors: What to Consider if You Invest in SanDisk

    If it’s true that Apple is changing its preference to Samsung, SanDisk will lose a very important customer, which will negatively impact SanDisk’s top line.

    By Anne Shields
  • uploads///Mature Tech Companies Have Loads of Cash in their Coffers
    Macroeconomic Analysis

    Why the Rally in the Tech Sector Has Legs

    The rally in the tech sector has legs given the amount of cash and the current level of debt.

    By Russ Koesterich, CFA
  • uploads///Weibo
    Earnings Report

    Why Did Oracle Choose to Provide Support to Weibo?

    In March 2015, Oracle (ORCL) Social Cloud extended its support to Weibo. It will provide publishing, engagement, and analytics support for Weibo.

    By Anne Shields
  • uploads///Smartphone OS market share
    Miscellaneous

    Apple Says LinX Acquisition in April Will Improve iPhone Camera

    Apple (AAPL) has bought LinX Computational Imaging, a company that develops camera technology for smartphones and tablets.

    By Puneet Sikka
  • uploads///Stock performance
    Fund Managers

    JANA’s Track Record As an Activist Investor

    Activist investor JANA Partners sold a 20% stake in the firm to Neuberger Berman’s Dyal Capital Partners. Dyal holds a passive interest in JANA Partners.

    By Diana Key
  • uploads///commercial
    Technology & Communications

    Microsoft Cloud is instrumental to future growth

    Microsoft’s (MSFT) revenue subsegment comprised primarily of Microsoft Cloud and Office 365 grew at a phenomenal 50% rate on account of subscriber growth, lower base, and a higher premium mix of Office 465 offerings.

    By Anne Shields
  • uploads///globalfoundries
    Technology & Communications

    Why IBM sold its semiconductor division to Globalfoundries

    In its 3Q14 results, IBM (IBM) announced the sale of its semiconductor operations to Globalfoundries. IBM will pay Globalfoundries $1.5 billion over next three years.

    By Anne Shields
  • Consumer

    Why IBM announced its high-end “brain like” chips

    After divesting its manufacturing business, IBM (IBM) appears to be in a better position to focus on high-end servers, super computers, and technology research.

    By Anne Shields
  • Consumer

    Why IBM and Apple target “big data” and the mobile space

    Apple (AAPL) and IBM (IBM) announced a global partnership that’s designed to push increased adoption for mobiles in the enterprise space.

    By Anne Shields
  • uploads///Distimo
    Consumer

    Why Apple’s ecosystem is its biggest competitive advantage

    Apple CEO Tim Cook said at a Goldman Sachs conference last year that Apple can be distinguished from other companies due to the company’s expertise in software, hardware, and services.

    By Samantha Nielson
  • uploads///Chart  Valuation
    Consumer

    Where Does Booking Holdings Stand among Peers?

    Booking Holdings (BKNG) stock is currently trading at a discounted PE valuation multiple to its peers Ctrip.com International (CTRP), TripAdvisor (TRIP), and Expedia (EXPE).

    By Anirudha Bhagat
  • uploads///Chart  Valuation
    Company & Industry Overviews

    Expedia Has an Attractive Valuation Multiple

    Expedia stock is trading at a PE ratio of 22.07x. At the current multiple, the stock is trading at a discounted valuation compared to its peers.

    By Anirudha Bhagat
  • uploads///Chart  Revenues
    Consumer

    Booking Holdings’ Prepaid Business Model to Drive Q4 Revenues

    Apart from a healthy travel demand environment, Booking Holdings’ (BKNG) sustained focus on investing in marketing, alternative accommodations, people, and technology could continue driving its revenues.

    By Anirudha Bhagat
  • uploads///Chart  Revenues
    Company & Industry Overviews

    Analyzing Expedia’s Q4 Revenues

    Expedia’s (EXPE) revenues rose 10% YoY (year-over-year) to $2.56 billion in the fourth quarter.

    By Anirudha Bhagat
  • uploads///Chart  EPS
    Company & Industry Overviews

    How Did Expedia Perform in Q4?

    Expedia reported strong fourth-quarter results on February 7. The company’s adjusted EPS of $1.24 beat analysts’ expectation of $1.08.

    By Anirudha Bhagat
  • uploads///Chart  Revenues
    Consumer

    TripAdvisor: Non-Hotel Segment Drove Its Q4 Revenues

    TripAdvisor’s (TRIP) fourth-quarter revenues grew 8% YoY (year-over-year) to $346 million and beat analysts’ forecast of $342.8 million.

    By Anirudha Bhagat
  • uploads///Chart  Revenues
    Consumer

    Expedia: Travel Demand and Marketing Initiatives

    In the fourth quarter, Expedia’s (EXPE) revenues of $2.56 billion beat analysts’ estimate of $2.54 billion and rose 10% YoY.

    By Anirudha Bhagat
  • uploads///Chart  Key Metrics
    Earnings Report

    Marketing and Product Design to Drive TripAdvisor’s User Base

    TripAdvisor’s (TRIP) sustained focus on enhancing its mobile-centric product designs along with marketing initiatives will likely continue to attract new users and drive overall user base.

    By Anirudha Bhagat
  • uploads///IMAGE
    Consumer

    Where Is IBM Stock Heading in 2019?

    On January 22, IBM (IBM) is scheduled to release its fourth-quarter earnings after the market closes.

    By Samuel Prince
  • uploads///IBM_Image
    Consumer

    What to Expect from IBM’s Fourth-Quarter Earnings

    IBM is scheduled to announce its fourth-quarter earnings on January 22 after the market closes.

    By Samuel Prince
  • uploads///Conclusion
    Macroeconomic Analysis

    Fund Managers Believe Gold Is Undervalued: Time to Buy?

    A record number of fund managers in the BAML (Bank of America Merrill Lynch) July survey believe that gold is undervalued.

    By Anuradha Garg
  • uploads/// DLT System
    Real Insights

    Why the Future Belongs to Digital Assets

    In DLT (distributed ledger technology), details of the transactions are recorded in multiple places called blocks. These blocks are then chained together on a shared network.

    By VanEck
  • uploads///part
    Macroeconomic Analysis

    Sector Rotation Could Be the New Theme for the S&P 500

    According to the latest Commitment of Traders report, large speculators have increased their net bullish positions in the S&P 500 futures.

    By Ricky Cove
  • uploads///part
    Macroeconomic Analysis

    Can the S&P 500 Sustain above 2,400 amid the Tech Rout?

    The S&P 500 index (SPY) managed to close with minimal losses last week, closing at 2,431.77 compared to 2,433.79 the week before.

    By Ricky Cove
  • uploads///apple green bond
    Real Insights

    How Apple Has Contributed to Green Bonds

    Apple (IYW) (XLK) is not only the first US technology company but also the first and largest US corporation to issue green bonds.

    By VanEck
  • uploads///part
    Company & Industry Overviews

    How 3M Company Differs from Other Industrial Conglomerates

    While 3M’s peer group includes industrial conglomerates such as Honeywell and General Electric, these companies hardly share any similarities with 3M.

    By Shannon Black
  • uploads/// World population
    Company & Industry Overviews

    How Structural Changes in the World Economy Affect Markets

    For the last few years, the world has been in the midst of a major demographic transition, which has affected the world economy. The aging population is one of the most visible global trends

    By Rick Rieder
  • uploads///Series  A
    Company & Industry Overviews

    Understanding AMD’s Uphill Battle against Lost Market Share

    AMD, a major competitor of Intel and NVIDIA, had a tough 2015, reporting losses and lost market share. But it’s gearing up for a comeback in 2016.

    By Puja Tayal
  • uploads/// Ownership
    Macroeconomic Analysis

    How Millennials Are Driving the Sharing Economy

    Millennials resonate with the idea of the sharing economy since it perfectly fits their budgets. Millennials took longer than expected to enter the job market—and at lower wages.

    By Ann Hynek
  • uploads/// US GDP
    Company & Industry Overviews

    Why Warren Buffett Strongly Believes in the American Dream

    Buffett said that it has been a terrible mistake to bet against America, not only for the past 240 years but even now. He believes that America’s emphasis on innovation and strength in commerce will continue to provide strong gains for its people.

    By Peter Barnes
  • uploads///Facebook Price Movement
    Company & Industry Overviews

    How Facebook’s Improved Features Are Attracting More Users

    Facebook (FB) is engaging more and more users with its set of features such as groups, events, and pages.

    By Parker Thomas
  • uploads/// leisure travel
    Macroeconomic Analysis

    Why Quality of Life Is the New Money for Millennials

    I believe that consumption demand patterns among millennials, including an emphasis on quality of life, is somewhat influencing this demand for travel and leisure, tech products and personal services.

    By Ann Hynek
  • uploads///Return Dispersion Within Asset Classes Has Been Dramatic
    Macroeconomic Analysis

    Why Returns Will Likely Be Far from Uniform within Asset Classes

    During the last few years, return dispersions within asset classes have been dramatic.

    By Rick Rieder
  • uploads///resource
    Miscellaneous

    Resource/Ammirati Is IBM’s First Design and Creative Acquisition

    IBM announced the acquisition of digital marketing agency Resource/Ammirati on January 28, 2016. This marked the company’s first acquisition in the digital agency space.

    By Anne Shields
  • uploads///revenue segment Q
    Earnings Report

    IBM Continued Its No-Revenue Growth Trend in 4Q15

    Though it failed to report revenue growth, IBM’s revenue and EPS of $22.1 billion and $4.84 beat analysts’ expectations by $20 million and $0.03 per share.

    By Anne Shields
  • uploads///fcffdcfedbefd
    Earnings Report

    IBM Unlikely to Disrupt Its Revenue Degrowth Trend in 4Q15

    On January 19, 2016, IBM will release its fiscal 4Q15 results. In the last 14 consecutive quarters, IBM has not reported any revenue growth. IBM beat Thomson Reuters’s consensus EPS estimate of $3.30 in fiscal 3Q15.

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

    Which IBM Partnerships and Acquisitions Have Boosted Watson?

    Apart from acquisitions to further push the chances of Watson Health’s success in the healthcare space, IBM has partnered with Apple (AAPL), Johnson & Johnson (JNJ), and Medtronic (MDT).

    By Anne Shields
  • uploads///Gravitant
    Miscellaneous

    IBM Bought Gravitant to Boost Its Standing in Hybrid Cloud Space

    Gravitant’s flagship offering, CloudMatrix, enables enterprises to have a hybrid approach that lets them compare and analyze varied cloud services offerings currently available.

    By Anne Shields
  • uploads///video
    Miscellaneous

    Clearleap Was IBM’s Latest Acquisition in the Video Space

    IBM has made several acquisitions in the SMAC (social, mobile, analytics, and cloud) space. In December 2015, IBM announced the acquisition of Clearleap, a video services company.

    By Anne Shields
  • uploads///OS Market Share
    Macroeconomic Analysis

    Google’s Android Operating System Dominates the Smartphone Market

    The majority of Apple’s revenues come from the iPhone, but the majority of the smartphone market is driven by Google’s Android. Google is valued at $527 billion.

    By Parker Thomas
  • uploads///hfs Blueprint
    Miscellaneous

    How Ebix Could Thwart CSC’s Plans to Acquire Xchanging

    CSC still has to wait to move on the Xchanging deal, as the takeover panel granted Ebix (EBIX), one of the bidders, more time to finalize its offer on December 10, 2015.

    By Anne Shields
  • uploads///geography
    Earnings Report

    Oracle Is Counting on Cloud Services to Drive Growth

    Though cloud revenues contributed only 7% to the company’s overall revenues in fiscal 1Q16, Oracle is taking aggressive steps to increase its contribution.

    By Anne Shields
  • uploads///QBO
    Earnings Report

    Intuit’s QuickBooks Growth Continues to Accelerate in Fiscal 1Q16

    The growth of QBO (QuickBooks Online) is important for Intuit as it overhauls its business. QBO subscriptions rose 87,000 to 1.2 million QoQ. On a YoY basis, the growth was >57%.

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

    Apple Soars in China as Sales Rise 84% Year-over-Year

    Apple (AAPL) recorded sales of $58.7 billion for fiscal 2015 in China. Its sales in fiscal 2013 and fiscal 2014 stood at $27 billion and $31.9 billion, respectively.

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

    Apple and Xiaomi Compete as India’s Smartphone Market Heats Up

    In 3Q15, Apple saw a 93% increase in iPhone sales in India, where sales outpaced China for the first time.

    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///CRM
    Earnings Report

    How Salesforce Continued to Expand Its CRM Market Share

    Salesforce was the largest customer relationship management (or CRM) vendor in 2014 with $4.3 billion in revenues and 18.4% market share.

    By Anne Shields
  • uploads///capital return
    Earnings Report

    Symantec Accelerated Its Share Buyback Program in Fiscal 2Q16

    In fiscal 2Q16, Symantec—as expected with the $8 billion sale of Veritas—announced the buyback of $500 million in shares.

    By Anne Shields
  • uploads///plan
    Earnings Report

    Symantec’s Strategy to Drive Revenue Growth

    With its expected pipeline of products, Symantec’s CEO, Michael Brown, wants to command the overall security intelligence space.

    By Anne Shields
  • uploads///Intel VS HPE
    Company & Industry Overviews

    Intel and HP Enterprise to Develop Solutions for IoT

    Intel and HP Enterprise will jointly develop a standard for IoT devices and will establish global “solution labs” to deploy IoT applications for customers.

    By Parker Thomas
  • uploads///Netflix Price
    Company & Industry Overviews

    How Will Netflix Benefit from Spinnaker?

    By leveraging Spinnaker, Netflix can achieve a competitive edge on cost as well as revenue over its competitors.

    By Parker Thomas
  • uploads///Ericsson Share
    Miscellaneous

    Cisco and Ericsson Synergy Collaborate: Predict $1 Billion Each

    On November 9, 2015, Cisco collaborated with Ericsson Synergy. They predict the synergy between the two will allow them to generate $1 billion each in additional revenue by the end of 2018.

    By Parker Thomas
  • uploads///Oracle c
    Company & Industry Overviews

    Insight: Oracle’s Beta Program for Oracle Database 12c Release 2

    Oracle shared that since the beta program has started, it’s very likely that Oracle Database 12c Release 2 will be released in the first half of 2016.

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

    Macroeconomic Factors Affecting Microsoft’s Performance

    Competition in the technology sector Microsoft (MSFT) faces competition from a number of companies in the tech (technology) sector due to low barriers of entry and continuous evolution of the tech space. As seen in the above chart, Amazon (AMZN), IBM (IBM), and Google (GOOG) are Microsoft’s major competitors in the cloud business segment. Microsoft focuses on […]

    By Adam Rogers
  • uploads///IYW
    Macroeconomic Analysis

    IYW Sees $26.9 Billion in Fund Inflows in Trailing One Month

    In the trailing one month, fund inflows for the IYW ETF were $26.9 million. In the trailing-12-month period, net fund outflows stood at -$2.2 billion.

    By Adam Rogers
  • uploads///VRSN
    Earnings Report

    VeriSign Adds 1.68 Million New Domain Names in 3Q15

    In 3Q15, VeriSign (VRSN) had cash, cash equivalents, and marketable securities of $1.9 billion, an increase of $466 million compared to year-end 2014.

    By Adam Rogers
  • uploads///IYW
    Macroeconomic Analysis

    IYW Sees -$1.65 Billion in Fund Outflows in Trailing 12 Months

    IYW tracks the performance of 137 publicly listed companies in the technology sector. Its market capitalization is $2.41 billion with an expense ratio of 0.45%.

    By Adam Rogers
  • uploads///IYW
    Macroeconomic Analysis

    IYW: -$1.595 Billion in Fund Outflows in Trailing 12-Month Period

    The iShares Dow Jones Technology Sector ETF (IYW) tracks a market cap–weighted portfolio of US technology companies. IYW’s market capitalization is $2.46 billion.

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

    A Wave of Startups Has Hit the Data Storage Space

    Enterprise storage startups raised $1.62 billion in funding in 2014, up 25% year-over-year. Between 2010 and 1H15, venture capitalists invested over $6 billion into 96 storage startups.

    By Puja Tayal
  • uploads///security software
    Earnings Report

    Symantec Invests in DLP and End Protection

    According to Gartner, the DLP market grew 15.80% on a YoY (year-over-year) basis. The healthy growth in this segment was credited to Symantec.

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

    The Recent Selloff Has Returned Value to Equities

    Assuming the global economy continues to expand, the recent selloff has returned some value to many financial assets.

    By Russ Koesterich, CFA
  • uploads///dbfbaccdbaabddafec
    Macroeconomic Analysis

    Fed Watch: Look for Rate Liftoff Cues

    The Federal Reserve had fixed the federal funds rate between 0% and 0.25% to combat the effects of the recession caused by the US financial crisis (XLF).

    By Russ Koesterich, CFA
  • uploads///enterprise security portfolio
    Earnings Report

    Why Could Symantec’s Enterprise Security Benefit Its Growth?

    It’s likely that the boost in Symantec’s cash reserves from the Veritas sale will be used to fund growth in the Enterprise Security portfolio in 2016.

    By Anne Shields
  • uploads///AWS
    Earnings Report

    Intense Competition and Lack of Cash Flow Haunt Rackspace

    With a market capitalization of ~$4.5 billion, Rackspace (RAX) was considered a “pioneer” in the cloud space.

    By Anne Shields
  • uploads///Cloud Deployment
    Earnings Report

    Rackspace Is the Leader in the Hosted Private Cloud Market

    Rackspace leads the hosted private cloud space with a 20% market share. This market is a “highly fragmented market.”

    By Anne Shields
  • uploads///Cisco Security growth
    Company & Industry Overviews

    Why Did Cisco Acquire OpenDNS in the Last Quarter?

    In fiscal 4Q15, Cisco acquired OpenDNS for $635 million. OpenDNS is a cloud security player. It should benefit Cisco in the network security business.

    By Puneet Sikka
  • uploads///Cisco Security growth
    Earnings Report

    Cisco’s Security Business: FirePOWER Series Drives Its Growth

    In fiscal 3Q15, Cisco’s security business experienced YoY revenue growth of 14%. This was much better than the segment’s growth in fiscal 2Q15.

    By Puneet Sikka
  • uploads///The Nasdaq Composite Index Has Rallied in the Last  Years
    Macroeconomic Analysis

    Why the NASDAQ’s 5000 Level Is Not Like the Tech Bubble

    The NASDAQ’s 5000 level is not like the tech bubble. Earnings have grown multifold, making current valuations sane.

    By Russ Koesterich, CFA
  • uploads///FB_DAU
    Fund Managers

    AQR Capital Lowers Holdings in Facebook by 27%

    In 4Q14, AQR Capital lowered its holdings in Facebook (FB). FB made up 0.49% of the fund’s fourth-quarter portfolio.

    By Stuart McKenzie
  • uploads///revenues
    Company & Industry Overviews

    Analyzing How Intel’s Financials Performed in 1Q15

    In 1Q15, Intel’s gross margin stood at 60.5%—an increase of 0.9% over 1Q14, but down 4.9% from 4Q14. Intel continued to lead the semiconductor space in 2014.

    By Anne Shields
  • uploads///Young population low
    Macroeconomic Analysis

    The Cyclical Aspect of the Labor Market Conundrum

    There is a cyclical aspect of the labor market conundrum. People typically drop out of the work force during and immediately after recessions.

    By Russ Koesterich, CFA
  • uploads///Exadata
    Company & Industry Overviews

    Oracle Adds New Hardware Innovations to Exadata X5 in March

    The unique thing about Exadata X5 is that this is the first generation of Exadata that has elastic configurations.

    By Anne Shields
  • uploads///marketing cloud wars
    Company & Industry Overviews

    A March Report Ranks Oracle as a Leader in Marketing Cloud Space

    To build its marketing cloud, Oracle has made several acquisitions, including BlueKai, Eloqua, and Responsys.

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

    Oracle Expands Its Marketing Cloud in 2Q to Cater to CMO Community

    According to Oracle (ORCL), 85% of chief marketing officers (or CMOs) find leveraging data from multiple sources to be a significant challenge.

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

    Oracle Launches Rapid Retargeter for Its Marketing Cloud

    Oracle’s Rapid Retargeter helps to reconnect with the known customers or registered users who have left or abandoned their shopping carts.

    By Anne Shields
  • uploads///eCommerce conversion rates fro social networks
    Company & Industry Overviews

    Google Will Provide Targeted Ads through Users’ Email Addresses

    Internet companies are finding newer ways to provide users with relevant and targeted ads. Google is in talks with advertisers to provide customer information.

    By Puneet Sikka
  • uploads///client enterprise SSD
    Earnings Report

    Factors that Forced SanDisk to Lower Its 1Q15 Guidance

    Factors responsible for SanDisk’s dismal performance in 1Q15 include in-product issues, a shift of PCIe TAM, pricing issues, and supply challenges.

    By Anne Shields
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