Microsoft vs. As You Sow: The Fight for the Right to Repair
Microsoft Appoints President Brad Smith as Vice Chairman
Is Climeworks Stock Publicly Traded? Company Got Microsoft's Attention
Microsoft's Pentagon Cloud Contract Canceled, New Partners to Come
App Developer Fees for Apple, Google, and Microsoft Are a Hot Issue
Why Decline in LinkedIn Stock Made It a Potential Target
LinkedIn’s stock, which traded at $269 in February 2015, fell to one of its lows of $101.11 in February 2016.
What Helped Microsoft Capture the Largest Market Share?
Microsoft (MSFT) is behind only Amazon (AMZN) in the overall cloud space.
EA’s Packaged Goods Segment’s Revenue Contribution Declined in 3Q15
Electronic Arts’ (EA) Packaged Goods segment includes games created and published by the company for consoles, handheld devices, and PCs.
Why Salesforce Acquired Twin Prime
Salesforce continued its spree in December 2016 with its acquisition of Twin Prime, a startup focused on machine learning.
What’s Oracle’s Value Proposition in the US Software Space?
As of December 26, 2017, Microsoft (MSFT), with a market cap exceeding $650 billion, continued to be the largest software player. Oracle came in second.
Why Microsoft’s Capital Expenditure Has Risen
In fiscal 3Q18, Microsoft’s capital expenditure was $3.5 billion, with most going toward data center expansion.
IBM Led Peers in Patents in 2017
Earlier in the series, we discussed IBM’s improved position in the cloud space due to its prowess in the hybrid cloud space.
What’s Amazon’s Gobal AWS Strategy Now?
Amazon’s AWS is a fast-growing business for the company that saw its revenues rise by 55% YoY (year-over-year) to over $3.2 billion in 3Q16.
Microsoft acquires Mojang, the popular developer of Minecraft
In September 2014, Microsoft (MSFT) announced its acquisition of Mojang, a Swedish company popular for its game Minecraft, for $2.5 billion.
How Is Microsoft Ensuring Office 365’s Success?
Microsoft Teams for Office 365 Microsoft’s (MSFT) aim is to boost Office 365’s adoption by including new and efficient features. In fiscal 4Q17, to target education, Microsoft launched Microsoft Teams in Office 365. Microsoft Teams is a chat-centered workspace that requires the Office 365 subscription. It enables the members to access the team’s content instantly from […]
Why Intel’s tablet segment could get a boost from its Core M
Intel Core M processors, or Lama Mountain, are expected to be available by the end of October 2014. They should lead to more design wins for Intel.
Why Digital Media remains an integral segment for Adobe in 3Q14
The Digital Media segment of Adobe (ADBE) provides tools and solutions that enable individuals, businesses, and enterprises to create, publish, promote, and consequently monetize their digital content anywhere.
AMD’s semi-custom is a high growth market
AMD (AMD) provides customized silicon chip solutions to original equipment manufacturers (or OEMs). The chip solutions are found in a variety of products. They help product development.
Why VMware Acquired CloudVelox
In late February 2018, VMware announced its acquisition of CloudVelox, taking its hybrid cloud to the next level.
Nuance Communications (NUAN) and Microsoft Confirm Mega-Deal
Bill Gates Once Helped Steve Jobs With a $150 Million Investment in Apple
Microsoft Is Poised for More Growth, Stock Forecast Looks Good in 2021
Smart Speakers: How Google’s Market Has Transformed
Alphabet (GOOGL) has several branches, and Google is the branch that looks after its smart speaker business.
How Microsoft Could Benefit from Trump’s Policies
Microsoft’s cash and short-term investment balance of $136.9 billion was on the top of the list for the fourth straight quarter.
Why Competition Is Heating up for NVIDIA in the AI Space
Many companies are shifting their focus toward AI, which has been increasing the competition for NVIDIA (NVDA).
Oracle’s Value Proposition: A Peer Comparison
Oracle was trading at a forward EV-to-EBITDA multiple of ~8.6x on June 29, 2016.
Why the Microsoft–Amazon Cloud Competition Could Spike in 2019
Microsoft, Amazon, and other vendors are pursuing a $278.3 billion revenue opportunity in the global public cloud market, according to the latest Gartner estimates.
Why Azure Could Help Microsoft Gain Dominance in the Cloud Space
Azure is an integral contributor to Microsoft’s Commercial Cloud business, which had an annualized revenue run rate in excess of $14 billion.
Must-know: Why Microsoft isn’t launching a Surface Mini
A few weeks back, Bloomberg had reported that Microsoft (MSFT) was planning to launch a smaller version of its Surface tablet, popularly known as the “Surface Mini.”
Inside the Market’s View of Corporate Tax Cuts
Are markets upbeat on potential tax reforms? The markets (SPY) (IVV) surged last week with the announcement of a phenomenal update on the corporate tax cut. The S&P and Nasdaq Comp gained ~2% in the week ended February 10, 2017. The Trump administration’s proposed tax cut is likely to boost the economy, though analysts have […]
What Can Go Wrong for Intel in Fiscal 2016?
Intel gained a lion’s share in the PC and sever space. However, IBM’s Power Architecture may challenge Intel’s dominance in the server market in the future.
Why Microsoft Isn’t the Only Threat to Amazon’s Cloud Dominance
In late 2016, Oracle (ORCL) launched the second generation of its IaaS (infrastructure-as-a-service) offering, Oracle Bare Metal Cloud.
Investors Park Funds in Large-Cap ETFs in July
In July 2015, investors poured approximately $23 billion in US ETFs with 50% of total investments in equity funds.
Why The US Saw Positive Fund Flows In 2014
The US saw positive fund flows in 2014 due to a relatively better economic position.
SanDisk Announced 3Q15 Earnings October 21: Reaction Is Positive
SanDisk (SNDK) announced its 3Q15 earnings on October 21, 2015. The market reaction was positive, which showed a marginal increase of 0.16% in after-hours trading.
Which Segment Will Drive AMD’s Growth in Fiscal 4Q15?
The gaming console market is the key growth driver for AMD. It has an upper hand over NVIDIA (NVDA) in this segment through its application processing unit.
Hewlett-Packard’s Split: Margins and Bargaining Power
Hewlett-Packard had significant bargaining power with chip makers—like Intel (INTC). It remains to be seen how the split will impact its bargaining power.
AQR Capital Increases Holdings in Apple
In 4Q14, AQR Capital raised its holdings in Apple (AAPL). AAPL constituted 1.46% of the fund’s fourth-quarter portfolio.
Why Google Acquired 1,200 Acres of Land in Reno
Google, an Alphabet (GOOGL) company, recently bought a 1,210-acre piece of land in Reno, Nevada, for $29.1 million, according to a Wall Street Journal report.
Understanding Investors’ Response towards Apple’s Bond Sale
Apple continues its bond sale trend in 2017 Earlier in this series, we discussed how IBM had continued its trend of share buybacks, and how the IT (Information Technology) sector continued to be the top spender among industries. In early February 2017, Apple (APPL) raised $10 billion in debt. The Financial Times, citing Dealogic estimates, stated […]
Microsoft Infiltrates the Mobile App Space: The Xamarin Acquisition
On February 24, Microsoft announced that it will acquire Xamarin, a mobile app platform provider. Financial details of the deal were not disclosed.
If BlackBerry Adopts Android, Its Security Standards Could Suffer
A comparative lack of security for Android shows that BlackBerry could do more harm than good to its image as a secure player by adopting Android as its operating system.
Microsoft Responds to Expected Surge in Enterprise Mobile Apps
The launch of PowerApps holds importance, as the enterprise mobile apps market is expected to surge significantly.
Twitter Ending Support for Its Apple Computers App
Twitter (TWTR) announced in mid-February that it would be dismantling its app for Apple desktop computers.
NFLX’s International Membership Additions Exceeded Expectations
On January 19, 2016, Netflix (NFLX) announced its 4Q15 results. Netflix recorded international streaming revenues of $566 million in 4Q15.
Slowing PC Shipments Hit Intel’s Earnings
As the PC demand slowed, Intel started reducing its exposure in the CCG segment.
Apple Regains Its Crown, but Can It Keep It?
Apple (AAPL) was the biggest public company by market cap between 2011 and last November, when holding that title became a game of cat and mouse.
Apple and IBM Introduce 3 New Apps for Apple Watch
Apple believes its partnership with IBM will help it penetrate the enterprise market. Building enterprise apps—and using IBM’s big data and analytics capabilities—is one way to provide better service to enterprises.
What Are the Catalysts for Amazon’s Stock in 2016?
AWS and the continued success of the Prime membership program were the main drivers for Amazon in 2015. This will likely continue in 2016 as well.
Why Samsung’s marketing expenses continue to rise in Q2 2014
Part of the reason Samsung forecast a decline in earnings for Q2 was an increase in operating expenses. Samsung had to incur higher operating expenses.
Why an attractive smartphone lineup is important for Verizon
The quality and variety of the smartphone lineup is an important parameter for any telecom company. For Verizon, it’s even more important, as it’s trying to increase the popularity of its Edge program by attracting customers to upgrade their devices faster.
Why Yahoo’s revenue continues to decline
The mobile advertising market is expected to grow at a faster rate than the overall digital advertising market.
Cloud Space Continues to See Consolidation in June
The SMAC (social, mobile, analytics, and cloud) revolution has forced technology players to look for various avenues of growth in the rapidly changing environment.
What Microsoft’s Layoff Announcement Says about Its Strategy
The technology sector reported a 52.5% decline in workforce reductions to 23,813 for the first half of this year, compared to 50,161 announced in 1H16.
What Opportunities Does Deep Learning Offer NVIDIA?
Stages of deep learning In the previous part of this series, we saw that GPU[1.graphics processing unit]-accelerated computing is helping supercomputers solve many complex problems efficiently. The cost and time savings brought by GPUs have encouraged many cloud companies to use these chips for their deep learning tasks. Deep learning happens in two stages. The […]
Will Oracle Continue to Outperform the S&P 500 Index?
Earlier in this series, we discussed the factors that might impede Oracle’s (ORCL) dominance in the database space, which is also the company’s cash cow.
Snap May Challenge Sony In This $125 Billion Market
Snap (SNAP) is poised to release its second-quarter results amid speculations of the company taking a deeper plunge into gaming.
Microsoft increases its presence in the sub-$200 smartphone space
During the recent installment of Asia’s largest computing show, Computex, Microsoft (MSFT) announced that it will start selling smartphones and tablets running its software at below $200.
Comparing Microsoft’s Valuation with Peers’
Microsoft stock closed at $101.87 on June 20, close to its lower Bollinger Band of $98.
What does the future hold for Hewlett-Packard after the split?
HP’s (HPQ) split into HP Inc. and HP Enterprise will finalize by November of 2015.
21st Century Fox’s STAR: A Star in India
Twenty-First Century Fox (FOXA) owns STAR India, India’s (EPI) largest media network. STAR India develops, broadcasts, and produces programming for 51 channels in seven languages in its portfolio.
Why Facebook stopped using Bing for its web search results
The company has now stopped including results from Microsoft’s Bing search engine through the Facebook search.
Can Microsoft’s Xbox One X Boost Its Gaming Business?
The newly released Xbox One X is powered by the 2.3 GHz, 8-core AMD Jaguar processor, 12GB of RAM, and a six-teraflop AMD Radeon GPU.
Google: Closing the Gap with Amazon in the Smart Speaker Market?
While Amazon (AMZN) currently dominates the smart speaker market, its days at the helm could be numbered if two recent studies are any guide.
Will Microsoft Beat Q4 Earnings Estimates?
Microsoft (MSFT) is set to release its fiscal Q4 2018 financial results on July 19.
China’s PMI and US Job Additions Push US Stocks Down
US stocks didn’t have a great start last week. Reports emanating from China drove US markets down sharply, but they rebounded the next day when Microsoft (MSFT) helped them bounce back.
Market Rally: Will Trump Like Powell’s Comments Today?
On November 28, Federal Reserve Chairman Jerome Powell’s speech “appeared to signal a nearer end to the U.S. central bank’s interest-rate hikes,” Reuters reported.
Tough Sledding for AMD Stock since 2012
Intel owns more than 99% of the server chip market. AMD is looking to make inroads in this market with the new x86 Zen architecture, which is expected to be competitive with Intel.
NASDAQ Soars with Equities, Treasuries Fall Last Week
US equity markets gained in the week ended April 24, 2015. But the week was all about the NASDAQ, which gained 3.2%.
Where Does Broadcom Call Home?
Tax office in Singapore Broadcom (AVGO), which has proposed to acquire Qualcomm (QCOM), currently maintains large corporate offices in both the United States and Singapore. However, Broadcom is incorporated as a Singaporean company, so its tax office is in Singapore. Last year, the company said that it was considering shifting its corporate headquarters, or tax base, to […]
Why Investors Are Optimistic about Tech Stocks
The tech sector’s competitive edge So far in this series, we’ve discussed the potential effects of Trump’s proposed tax reform on prominent tech stocks such as Apple (AAPL), Microsoft (MSFT), IBM (IBM), and Amazon (AMZN). Tech companies continue to be preferred by investors due to their proprietary technological expertise and large cash balances. Their technical […]
What Drove Microsoft Stock to Touch an All-Time High
On July 21, Microsoft (MSFT) stock crossed $74.3, its all-time high since the company became public in 1986.
What Will Become the Biggest Growth Drivers for Apple?
Apple Watch, Apple Pay, Apple TV, and iPad Pro are niche businesses for Apple (AAPL). But these still have the potential to become big in the future.
Surface Hub is Microsoft’s Priciest Hardware Offering
Surface Hub features built-in advanced sensors, cameras, NFC, and microphones. Through the welcome screen, users can call or connect a personal device to display content on the screen.
Will India Be Able to Balance China’s Falling Apple iPhone Sales?
Apple’s sales in China fell by 26% year-over-year in fiscal 2Q16 to $12.5 billion. Sales more than doubled for Apple between fiscal 2Q12 and fiscal 2Q15.
IBM’s Value Proposition in the US Software Space
IBM was trading at a forward EV-to-EBITDA multiple of 8.77x on April 8, 2016. This was lower than Microsoft’s and Oracle’s at 10.22x and 9.10x, respectively.
Can Juniper Ride the Cloud Computing Wave?
Juniper issued upbeat guidance for the current quarter. EPS is expected in the range of $0.59–$ 0.64.
Must-know: Apple’s valuation versus Google and Microsoft
Apple’s stock is trading at a forward P/E of 12.5x, which is lower than its main peers, Google (GOOG) and Microsoft (MSFT).
Pandora Media hikes subscription rates because of increasing costs
The Pandora One service has 3.3 million subscribers and includes advertisement-free access, better audio quality, and reduced timeouts, and offers listeners with additional skips.
Sports Titles Helped Electronic Arts Exceed Analyst Expectations
Sports titles led EA’s growth in 2Q16. In September 2015, EA launched FIFA 16 and NHL 16. According to the NPD Group, both games made the Top 10 Games list for September 2015.
Analyzing Google’s progress in the devices market
Google, Inc. has taken clear forward strides in the mobile devices market. Android should gain up to a 52% share by 2015.
iPhone Battery Replacement Could Impact Apple’s Earnings
Apple (AAPL) reported earnings per share of $3.36 on revenues of $78.4 billion for fiscal 1Q17, which ended in December 2016.
What Is Microsoft’s Strategy behind Windows 10?
Before the rollout of the Windows 10 operating system, Microsoft announced a free upgrade from the existing Windows 7 and Windows 8/8.1 operating system.
What Are Analysts’ Recommendations for Salesforce’s Stock?
Salesforce is a prominent player in the software space, along with Microsoft (MSFT), Oracle (ORCL), IBM (IBM), and SAP (SAP).
What does Intel’s revenue say about its growth prospects?
Intel spent ~$11.5 billion on R&D, or research and development, in 2014. This represents ~21% of its total revenue—compared to 19% in 2013.
How Uber Is Cutting Ties with Alphabet
The recent suing of Uber by Alphabet’s (GOOGL) Waymo over allegations of theft of self-driving technology only tells part of the story of these former allies, who are increasingly pulling in opposite directions.
Apple Continued to Improve Shareholder Value in Fiscal 1Q18
Apple (AAPL) has now completed $248.4 billion of its $300 billion ongoing capital return program at the end of fiscal 1Q18.
What Factors Make Nvidia Appeal to Investors?
In 1Q16, Nvidia’s gaming revenue stood at $587 million—an increase of 25% on a YoY basis. For 2Q16, Nvidia expects revenue of $1.01 billion.
Investing in Nvidia? Key Points to Consider First
According to Nvidia, PC gaming represents approximately 40% of the global gaming market—more than phones, consoles, tablets, or any other single gaming segment.
Is Oracle Stock Losing Momentum?
Oracle’s tepid top- and bottom-line guidance for fiscal Q1 2019 has affected its stock price.
Why Mobile drives Intel’s foundry operations
Huge investments are required to operate fabs. Unlike other chip makers, Intel (INTC) hasn’t outsourced its fabs. It has invested heavily in them over decades.
Why low-cost smartphone players should find success in India
Recently, Intex announced the introduction of its first smartphone in India, named Cloud FX. This smartphone will be based on the Mozilla Firefox operating system and will be priced pretty low, at $33.
Why Upbeat Results Are Expected from Amazon Web Services in 2Q16
Amazon’s cloud-computing segment, Amazon Web Services, is growing at a rapid rate. It continues to maintain a market-leading position in the cloud space.
Comcast Moves To Boost Growth In Business Unit
In 3Q17, Comcast’s Business Services segment generated revenues of $1.6 billion, which rose 12.6% year-over-year.
Oracle’s Focus on IaaS: A Need Rather Than an Opportunity
Oracle’s (ORCL) new Software Licensing segment’s revenues declined in fiscal 3Q17, falling 15.8% to ~$1.4 billion.
What’s Next for Apple after It Builds Its $1.0 Billion Campus?
Apple is planning to invest $1.0 billion in building a new campus in Austin, Texas, which will house up to 15,000 additional workers.
Are Activist Investors Eyeing Time Warner?
On January 7, 2016, the New York Post reported that activist shareholder Corvex Management could be building up its stake in Time Warner.
Will the New Apple TV Taste Success?
Apple does not disclose unit sales for its Apple TV, which is a part of the company’s Other Products segment.
Where Does Redkix Fit with Facebook?
Facebook (FB) recently acquired Redkix, a team collaboration tools provider. Estimates are that it paid ~$100 million for the startup.
The US Economy Has a Hiccup—Hopefully Just One
The second estimate from the Bureau of Economic Analysis (or BEA) showed that gross domestic product (or GDP) growth for the US economy slowed to 2.2%.