Alliant Energy Corp
Intel’s Prolonged Supply Shortage Good News for AMD
Advanced Micro Devices (AMD) stock rose 12.8% between October 10 and 21 as concerns around the United States-China trade war ease.
Apple’s Mac Shipments Could Outpace the Global Market
Apple’s Mac notebook shipments outperformed the global market in Q2 with 19.8% YoY growth to 3.2 million units. Global notebook PC shipments rose 0.9% YoY.
AMD EPYC Rome: It Wasn’t Built in a Day
Advanced Micro Devices (AMD) launched the second-generation AMD EPYC Rome server CPU (central processing unit). After the news, the company’s stock rose 16% in just one day.
HP Led the Global PC Market at the End of Q1
The global PC market is a mature industry whose shipments fell 3.0% YoY (year-over-year) to 58.48 million units in the first quarter of 2019, according to market research company IDC.
How Is HP Placed Compared to Peers in Global PC Market?
According to research firm IDC, HP regained its top spot in the worldwide PC (personal computer) space with a market share of 22.3% at the end of Q1 2019.
Lenovo Took HP’s Top Position in the Global PC Space
China’s Lenovo (LNVGY) has surpassed HP (HPQ) to reach the top position in the global PC (personal computers) market.
What Dented HP’s Revenues in the Personal Systems Segment?
HP (HPQ) had the second largest market share of 23.6% in the global PC (personal computers) market at the end of the fourth quarter of 2018.
How Will Apple’s MacBook Business Perform?
According to market research company IDC, the global personal computer (or PC) market fell 0.9% year-over-year to 67.38 million units in the third quarter of 2018.
MSFT Has High Expectations for Surface Pro 6 and Surface Laptop 2
Microsoft (MSFT) has recently launched a number of devices that show it’s serious about capturing a fair share of the PC market.
MacBook Sales Estimated to Decline in Apple’s Fourth Quarter
Gartner estimated Apple’s (AAPL) MacBook shipments at 4.9 million units in the third quarter of 2018, a decline of 8.5% year-over-year compared to 5.4 million units shipped in Q3 2017.
HP’s Personal Systems Revenue Rose 12% in Fiscal Q3 2018
HP’s (HPQ) Personal Systems segment’s revenue rose 12% YoY (year-over-year) to $9.4 billion in the fiscal third quarter.
Can HPE Maintain Lead in High Performance Computing Market?
According to Hyperion Research, the HPC market including servers was valued at $24.3 billion in 2017.
Understanding How Intel and China Depend on Each Other
Intel announced $72.0 million in investments in 12 tech startups to drive its AI, cloud, IoT, and silicon technologies.
Apple’s MacBook and iPad Segments in Fiscal Q3 2018
Apple’s (AAPL) MacBook revenue fell 5% YoY (year-over-year) to $5.33 billion in fiscal Q3 2018 compared to $5.6 billion.
Apple’s Mac Sales Were Flat Last Quarter as Global PC Sales Rose
According to Gartner, global PC shipments grew YoY (year-over-year) in the second quarter for the first time in over six years.
HP Inc. May Remove 5,000 Jobs as It Restructures
HP Inc. leads the shrinking PC market. It controlled a 20.8% share of the global PC market in the first quarter, compared to Lenovo’s (LNVGY) 20.0% and Dell’s (DVMT) 16.0%.
How the PC Market’s Consistent Decline Affects Microsoft
According to Gartner, PC (personal computer) shipments in 1Q18 fell 1.4% on a YoY (year-over-year) basis to 61.7 million units.
Could Intel Close Shop If Apple Takes Away Its Mac Business?
Apple is exploring using its own processors in future Mac computers, thereby dropping Intel (INTC) as a chip supplier for the product, according to Bloomberg.
Examining the Market as Intel Works on 5G-Enabled PCs
Intel (INTC) announced in February that it was collaborating with Dell, HP, Lenovo, and Microsoft to bring 5G (fifth generation) connectivity to Windows PCs.
HP Inc. Stimulates a Push for Workstation Revenues
HPQ registered a 14.2% year-over-year increase in revenues in fiscal 1Q18.
Why Is HP Optimistic about Long-Term Growth in Personal Systems?
While total units rose 7% YoY, notebook shipments rose 8%, and desktop shipments rose 6% YoY in 1Q18.
Examining Sony’s Love for Google Assistant
Sony headphones getting a Google Assistant upgrade Sony (SNE) is gearing up to bring a portfolio of its older headphones to the fast lane of technology. The electronics giant recently announced that several of its older noise-canceling headphones would be made to support Google Assistant with a software update. Google Assistant, Alphabet’s (GOOGL) voice-based digital assistant, is […]
How Will HP’s Personal Systems Business Perform in Fiscal 2017?
According to market research company IDC, PC (personal computer) shipments rose marginally by 0.7% YoY (year-over-year) to 70.6 million units in 4Q17.
Will HP’s Profit Margins and Dividend Yield Improve in Fiscal 2018?
Analysts expect HP’s (HPQ) net margin to be 5.5% and its operating margin to be 7.6% in fiscal 2018.
Will HP Beat Analysts’ Estimates in Fiscal 1Q18?
HP (HPQ) plans to announce its fiscal 1Q18 results on February 22, 2018. Analysts expect it to post revenue of $13.5 billion for the quarter.
Can Google’s Smart Speakers Get a Boost from Built-In Screens?
Google launched its smart assistant, Google Home, much later than Amazon’s Echo speaker, which debuted in 2015.
Apple’s MacBook Segment: Its Fiscal 1Q18 Performance
Apple (AAPL) reported revenue of $6.9 billion from its MacBook segment, with shipments of 5.1 million units. Revenue and shipments fell 5% YoY each in fiscal 1Q18.
Can Apple’s iPad Revenue Continue to Rise in Fiscal 1Q18?
According to a DigiTimes report, global tablet shipments are estimated to rise to 45.6 million units in 4Q17, a rise of 7.8% QoQ (quarter-over-quarter).
A Look at Apple’s MacBook Performance in 2017
Apple’s (AAPL) revenues from its MacBook segment rose 25.0% year-over-year to $7.2 billion in fiscal 4Q17 compared to revenues of $5.7 billion in fiscal 4Q16.
Will Revenue from HP’s Personal Systems Segment Keep Growing?
In calendar 2017, HP (HPQ) continued to gain market share in the worldwide PC (personal computer) space. At the end of calendar 3Q17, research firm Gartner estimated HP’s unit shipment growth at 4.4% YoY.
What Impacted HP’s Revenue in Its Personal Systems Business?
HP (HPQ) saw a PC shipment growth of 6% YoY in 3Q17. HP is the largest PC manufacturer with a share of 23%.
A Look at Apple’s MacBook Performance in Fiscal 4Q17
Apple’s (AAPL) revenues from its MacBook business rose 25.0% year-over-year in fiscal 4Q17 to ~$7.2 billion, a significant rise from ~$5.7 billion in fiscal 4Q16.
A Look at Microsoft’s More Personal Computing Segment in 1Q18
More Personal Computing revenue flat Previously, we discussed Microsoft’s (MSFT) Intelligent Cloud segment’s performance. In this part, we’ll look at how its MPC (More Personal Computing) segment performed in fiscal 1Q18. Microsoft’s MPC segment, as the name suggests, is highly dependent on the PC (personal computer) market, drawing close to ~50% of its total revenue […]
Behind Apple’s iPad Business in Fiscal 4Q17
In fiscal 3Q17, Apple reported revenue growth of 2% YoY (year-over-year) in its iPad segment. Revenues rose to $5 billion in fiscal 3Q17.
An Overview of the Other Players in the Global Smartphone Market
Although there are five Chinese firms among the top ten global smartphone manufacturers, Apple (AAPL) and Samsung (SSNLF) account for more than 90% of operating profits in this space.
Could HP Penetrate the Gaming Space?
Over the last two years, HP’s gaming laptops have seen tremendous growth in terms of unit shipments.
How HP Is Improving Market Share in Personal Computer Segment
HP (HPQ) has grown its market share in the last two quarters in the PC (personal computer) space. It has displaced Lenovo (LNVGY) to become the largest PC manufacturer in the world.
Vivo and Xiaomi Compete for 5th Place in the Smartphone Market
Vivo shipped 77.3 million smartphones in 2016, a significant rise of 103% year-over-year compared to shipments of 38.0 million in 2015.
Did VMware’s vSAN Continue Its Growth in Fiscal 2Q18?
In fiscal 2Q18, VMware’s vSAN license bookings rose 150% on a year-over-year basis.
Hewlett-Packard’s Personal Systems: Revenue Rose in Fiscal 3Q17
Hewlett-Packard’s Personal Systems reported revenue of $8.4 billion in fiscal 3Q17—a rise of 12% YoY. Its revenue rose 13% YoY on a constant currency basis.
Why Lenovo Saw Its First Quarterly Loss in Almost 2 Years
Lenovo reported a net loss of $72 million in fiscal 1Q18 compared to a profit of $173 million in fiscal 1Q17.
How Hewlett-Packard Is Planning to Improve PC Sales
Hewlett-Packard (HPQ) is planning to open 1,000 retail stores in India by the end of 2018, which is far more than its current 490 stores.
Hewlett-Packard and the Global PC Market
According to market research firm IDC, Hewlett-Packard (HPQ) ended 2Q17 with a market share of 22.8% in the PC (personal computer) segment.
What Impacted Apple’s iPad Revenues in Fiscal 3Q17?
Apple’s (AAPL) iPad revenues rose 2% year-over-year to ~$5.0 billion in fiscal 3Q17, up from ~$4.9 billion in fiscal 3Q16.
How Azure Stack Can Add to the Allure of Microsoft’s Azure
Azure Stack is expected to find a preference among companies and industries that prefer the hybrid cloud’s ability.
How the PC Market Is Subduing the Prospects for Microsoft’s MPC Segment
Global PC shipments fell 4.3% to ~63.9 million units in 2Q17, which marked the 11th straight quarter of a fall in PC shipments.
Will the New Tax Reform in India Drive Apple’s Sales?
On July 1, 2017, India introduced a GST reform. This reform led to a fall in Apple’s (AAPL) iPhone, MacBook, and iPad prices across the country.
How Did Oracle’s Hardware Segment Perform in Fiscal 4Q17?
In fiscal 4Q17 and fiscal 2017, Oracle’s (ORCL) Hardware segment reported revenues of ~$1.1 billion and ~$4.2 billion, respectively.
Apple Introduced iMac Pro at WWDC 2017
Last week Apple (AAPL) announced a new iMac Pro at the 2017 Worldwide Developer Conference (or WWDC).
HP Overtakes Lenovo as Leader in PCs
For the first time in four years, PC maker Lenovo has slipped to second place in the PC market behind HP Inc. (HPQ).
Did Competition from Amazon Urge Buffett to Sell Stake in IBM?
Though the cloud space continues to be competitive and concentrated, Amazon (AMZN) seems to be giving IBM more trouble than its peers Microsoft (MSFT) and Google (GOOG).
How IBM’s Systems Segment Has Been Performing
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.
Apple’s iPad Series Leads the Tablet Market
Global tablet shipments fell 8.5% YoY from 39.6 million units in 1Q16 to 36.2 million units in 1Q17.
How Apple Can Benefit from an Expanded Presence in India
In order to set up its retail store in India (INDA), Apple needs to meet local sourcing targets as required by the Indian government.
Did Hewlett-Packard Beat Analyst Estimates in 2Q17?
Hewlett-Packard (HPQ) announced its fiscal 2Q17 results on May 24, 2017. It reported revenue of $12.4 billion and non-GAAP EPS of $0.40.
How Will HP’s Personal System Segment Perform in Fiscal 2Q17?
US-based (SPY) tech (QQQ) firm HP Inc. (HPQ) reclaimed the top PC manufacturer spot from Lenovo (LNVGY), with shipments rising 13.1% YoY.
HP in Fiscal 2Q17: What the Estimates Say
Analysts estimate that HP will post revenue of ~$11.88 billion for fiscal 2Q17, with a low estimate of ~$11.6 billion and a high estimate of ~$12.06 billion.
Why Apple’s iPad Shipments Fell 13% YoY in Fiscal 2Q17
In fiscal 2Q17, Apple (AAPL) shipped approximately 8.9 million iPad units and generated revenue of $3.9 billion.
Sluggishness in the PC Market Impacted Microsoft’s MPC Segment
The MPC segment’s revenues fell 5% to $11.8 billion in fiscal 2Q17. As expected, sluggishness in the PC market impacted the MPC segment.
Where’s HP in the PC Market Now?
Market research firm IDC has estimated worldwide PC shipments of 70.2 million units in 4Q16—a fall of 1.5% YoY.
How Did Apple’s Mac Segment Perform in Fiscal 1Q17?
In fiscal 1Q17, Apple (AAPL) saw a 7.0% YoY (year-over-year) rise in revenue for its Mac segment. Revenue rose to $7.2 billion from $6.1 billion in fiscal 1Q16.
Will Motorola Solutions’ Revenue Rise in 2016?
For 2016, Motorola is expecting a revenue rise of between 5% and 6%, with non-GAAP (generally accepted accounting principles) earnings per share of between $4.67 and $4.72.
How Microsoft’s Presence in China Will Improve through Patents
Despite several problems that cloud Microsoft’s working relationship with China from anti-trust to piracy issues, China continues to be an important market for Microsoft and other tech players.
How Did Apple’s MacBook Perform in the PC Segment?
Fiscal 4Q15 was not a great one for Apple in terms of Mac sales. Its revenues from the Mac segment fell 17%, while Mac unit sales fell 14% in the last quarter on a year-over-year basis.
Here’s How Fast Indonesia Is Becoming a Major Market for BlackBerry
In fiscal 2Q17, BlackBerry entered into a licensing agreement and JV with PT Tiphone, an affiliate of Indonesia’s largest mobile carrier, Telkomsel.
How Could Symantec’s Norton Benefit from LifeLock’s Buyout?
Continued sluggishness in computer market In the previous part, we discussed Symantec’s (SYMC) latest acquisition of LifeLock. PC (personal computer) shipments fell for the eighth consecutive quarter in 3Q16. Gartner said that this was “the longest duration of decline in the history of the PC industry.” Let’s discuss how this acquisition is going to enhance its […]
HPE Continues to Lead the Worldwide Server Systems Market
Hewlett Packard Enterprise (HPE) continued to lead the worldwide server market with a share of 25.4% in 2Q16.
How the PC Market Fall Will Impact Symantec’s Consumer Security
Symantec’s Consumer Security offerings are primarily focused on PC security solutions. PC shipments are considered to be the driving factor behind consumer security software sales.
Apple: A Look at the Mac Segment’s Performance in Fiscal 4Q16
Mac revenue fell 17% Apple (AAPL) saw a 17% YoY (year-over-year) fall in its Mac revenue. Its revenue in this business segment fell to $5.7 billion in fiscal 4Q16 from $6.9 billion in fiscal 4Q15. Unit shipments were also down, falling 14% YoY to 4.9 million from 5.7 million in the same period. According to […]
Why Is Apple Optimistic about Revenue Growth in India?
Smartphone market rose 20% in 3Q16 In 3Q16, India’s (INDA) smartphone market grew 20% YoY (year-over-year) to over 30 million units, according to a research report by Canalys. Samsung (SSNLF) continued to lead India’s smartphone market despite issues with the Galaxy Note 7. Samsung currently accounts for over 20% of the smartphone market in India. […]
Will Motorola Solutions’ Revenue Rise in Fiscal 2016?
For 2016, Motorola Solutions (MSI) is expecting revenue growth between 5% and 7%, with non-GAAP EPS somewhere between $4.45 and $4.65.
Fall in PC Sales and the Impact on Microsoft Windows Revenue
Microsoft said its free upgrade led to Windows 10 running on more than 400 million devices, which is far below its target of a billion devices by 2018.
Why Did BlackBerry Outsource Its Handset Business?
During the September 28 earnings call for fiscal 2Q17, BlackBerry’s (BBRY) CEO, John Chen, stated that the company’s internal hardware development will be outsourced to a number of third-party partners.
Why India Is Still a Difficult Market for Apple
Apple (AAPL) has been unable to successfully penetrate the Indian market, with a 2% share in the country’s smartphone market.
Why Microsoft Partnered with Lenovo
Microsoft has extended its partnership with Lenovo, a leading vendor in the PC space, because it generates the majority of its revenue from the PC market.
Apple’s iPad Market Share Rises in Declining Tablet Market
According to research firm IDC, worldwide tablet shipments fell by 12.3% YoY (year-over-year) in 2Q16 to 38.7 million units.
Why Apple’s iPhone SE Isn’t the Most Popular Choice in India
India has become a very important market for Apple, as the firm has reported declining revenues in China in the last two quarters.
How Will Hewlett-Packard’s Personal Computer Segment Perform in Fiscal 3Q16?
Hewlett-Packard is the second-largest PC manufacturer, and its shipments rose by 5.1% YoY from 12.3 million units in 2Q15 to 12.96 million units in 2Q16.
Apple’s Revenues from Sales in China Continued to Fall in 3Q16
Apple’s revenue from Greater China fell 33% YoY (year-over-year) from $13.2 billion in fiscal 3Q15 to $8.8 billion in fiscal 3Q16.
How Will Dell Benefit from the Merger with EMC?
Last year, Dell said it anticipates roughly $2 billion in revenue synergies from the EMC transaction.
China’s Foreign Reserves Rise in June: Here’s Why
China’s foreign reserves rose by $13.5 billion in June to $3.2 trillion. June’s increase was the largest in 14 months.
Understanding the Fall in Apple’s MacBook Shipments in 2Q16
Although Apple’s (AAPL) market share in the PC segment remained steady at 7.1% in fiscal 2Q16, its shipments fell by 4.9% YoY.
PC Shipments Drop: Impact on Microsoft’s Fiscal 4Q16 Results?
Microsoft (MSFT) generates the majority of its revenue from the PC (personal computing) market. As a result, any major changes in the PC market or in PC shipments have a significant impact on the company.
Tracking MAPTX’s Portfolio Moves in 2016
MAPTX’s was managing assets worth $6.7 billion in May 2016, making it the largest fund under review in terms of asset size.
What’s Driven FEAAX Down Year-to-Date in 2016?
FEAAX has emerged as a below-average performer, placing third last among the nine funds in its peer group YTD (year-to-date) in 2016.
How Has Fidelity Pacific Basin Fund’s Portfolio Changed in 2016?
The Fidelity Pacific Basin Fund invests 80% of its assets in stocks and bonds issued by companies located in the Pacific Basin.
IMF Provides a Positive Assessment of China’s Economy
In a press conference on June 14 on its annual Article Four Staff Report, the IMF provided a positive assessment of China’s economy.
How Will Strategic Alliances Drive Revenues for Juniper Networks?
Juniper Networks has selected six global strategic alliance partners to complement Juniper’s capabilities and portfolio.
Why China’s Official Non-Manufacturing PMI Slowed in April
China’s official non-manufacturing purchasing managers’ index is an economic indicator that provides a snapshot into the non-manufacturing sector of an economy.
Why Did Hewlett-Packard’s Personal Systems Revenue Fall?
Hewlett-Packard’s revenue for its Personal Systems segment fell 10% YoY (year-over-year) to $7 billion and 5% on a constant currency basis in fiscal 2Q16.
Why Apple Continues to Lead the Tablet Market in 1Q16
Worldwide tablet shipments fell by 14.7% YoY in 1Q16 to 39.6 million units. Apple’s shipments stood at 10.3 million units in 1Q16, down from 12.6 million.
Apple iPhone Sales Grew Substantially in India in 1Q16
Apple’s iPhone sales rose 56% YoY in India (INDA) in 1Q16, according to the market research firm Canalys. But Apple faces stiff competition from Samsung.
Why Did Apple’s CEO Visit India Last Week?
Last week, Apple (AAPL) CEO Tim Cook visited India (EPI) and met with Indian Prime Minister Narendra Modi. Indian markets are a top priority for Apple.
Why Did IBM Stock Fall after Its Fiscal 1Q16 Results?
Despite exceeding analysts’ estimates, IBM stock fell after the earnings announcement on April 18, 2016. It was IBM’s 16th consecutive quarter of revenue decline.
Apple Aims to Increase Penetration of India’s Smartphone Market
iPhones cost more in India because Apple currently depends on third-party distributors to sell the devices in India, adding their commissions to the phone’s price.
How Much Revenue Could the Apple iPhone SE Generate in 2016?
Apple launched the iPhone SE in India (INDA) on April 8, 2016. It commands a 36% price premium compared to the United States.
Apple’s PC Shipments Have Declined, but Market Share Increased
According to IDC, Apple’s share in the PC market rose to 7.4% in 1Q16 from 6.7% in 1Q15. It was driven by solid growth in North America, making it the fourth largest PC manufacturer in the world.
Did China End Its 4-Month Decline in Foreign Reserves in March?
China’s State Administration of Foreign Exchange, or SAFE, released foreign reserve data for March on April 7, 2016. China’s foreign reserves rose $10.3 billion to $3.2 trillion in March.
The Fidelity Pacific Basin Fund Shows Superlative Metrics
From a purely net asset value return standpoint, the Fidelity Pacific Basin Fund (FPBFX) was among the top three funds in its peer group in the one-year period ending March 31, 2016, as well as in 1Q16.
Will Apple’s iPhone SE Capture Market Share in India?
Although the iPhone is considered to be a niche product in most developing countries, the recently launched iPhone SE could attract users due to its competitive pricing.