Microsoft Corp
Latest Microsoft Corp News and Updates
Company & Industry Overviews 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 […]Company & Industry Overviews 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 […]Company & Industry Overviews 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.Consumer 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).Company & Industry Overviews 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.Fund Managers Davidson Kempner Initiates Stake in Apple
In February 2015, Apple announced its 1Q15 results and once again beat all analysts’ estimates.Earnings Report Why FireEye Partnered with Microsoft
Following in the footsteps of tech giants IBM (IBM) and Microsoft (MSFT), which partnered to expand and strengthen their offerings, FireEye is also entering an industry partnership with Microsoft.Consumer Why Airbus Abandoned Microsoft Office for Google Docs
Airbus is flying out of Microsoft’s (MSFT) Office environment, and the destination is Google.Company & Industry Overviews Facebook Determined to Make Money in Africa
Through Internet.org, Facebook offers various countries in the developing world a free app that enables users there to access certain websites and apps without any data charges.Consumer Border Wall and Trump’s Obsession with National Security
Whether the border wall could enhance US national security is a debatable topic. The answers about the wall vary depending who you ask.Consumer Behind NVIDIA’s Record Fiscal 3Q18
NVIDIA’s revenues of $2.6 billion represented a quarterly top-line record. The revenue figure rose 32% year-over-year and topped the consensus estimate by ~$280.0 million.Financials Jeffrey Ubben’s ValueAct Capital buys a new stake in Symantec
ValueAct Capital initiated a new position in Symantec Corp. (SYMC) that accounts for 1.14% of the fund’s first quarter portfolio.Company & Industry Overviews General Electric’s Mission, Vision, and Strategy
General Electric’s strategy is to reshape its portfolio from a broad conglomerate to a more focused industrial leader.Company & Industry Overviews IBM Has Ample Space for Growth in Hybrid Cloud Space
Amazon’s AWS (Amazon Web Services), Microsoft Azure, and Google Cloud all include enterprise AI solutions such as translation, NLP (natural language processing), and image recognition.Technology & Communications Why price is important for every smartphone player except Apple
Apple is no longer the top-selling smartphone player with the Verizon (VZ) and Sprint (S) networks, where Samsung (SSNLF) has held on to its top position.Earnings Report Red Hat: 56th Consecutive Quarter of Revenue Growth
Red Hat (RHT), a leading Linux software and open-source provider, was the latest in the technology space to announce its fiscal 4Q16 earnings.Earnings Report Why Salesforce Was Named a Digital Marketing Hub Leader
Focus on Marketing Cloud Earlier in this series, we discussed Salesforce’s (CRM) acquisition of Sequence. On February 20, 2017, Salesforce shared that it has been positioned as a leader by Gartner in its February 2017 Magic Quadrant for Digital Marketing Hubs report. Salesforce’s Marketing Cloud CEO and chief analytics officer Bob Stutz said that “we believe Salesforce’s […]Earnings Report Is Microsoft’s ‘Mobile First, Cloud First’ Strategy Working?
In 1Q17, Microsoft’s (MSFT) Azure revenues rose 121.1% in constant currency terms, with its computing usage, more than doubling on a YoY basis.Energy & Utilities Dimensional Fund Advisors’ Major Holdings in Q3
Dimensional Fund Advisors’ top buys are Apple (AAPL), AT&T (T), Microsoft (MSFT), L3Harris Technologies (LHX), and Verizon Communications (VZ).Consumer Why did Lone Pine Capital buy a stake in SBA Communications?
SBA Communications Corporation is a 2.11% position initiated by Lone Pine Capital in 4Q 2013.Fund Managers George Soros Buys Slack, Increases SPY Short Exposure
The 13F filing showed that George Soros bought almost 500,000 Slack (WORK) shares at an average price of $37.5 per share during the second quarter.Technology & Communications Why “big data” and IoT are important to Intel’s growth
In March 2014, Intel (INTC) announced that it invested $740 million in Cloudera—in return for an 18% stake ownership in the company.Consumer How to Invest in Global Wide Moat Stocks
The Morningstar Global Wide Moat Focus Index has global exposure, unlike the Morningstar International Moat Index (MOTI).Company & Industry Overviews Micro-Transactions Are an Important Strategy for Electronic Arts
Accounting for over $200 million in revenues, micro-transactions present users with the opportunity to buy items that enhance their gameplay.Earnings Report Why Salesforce Holds the Title of Most Innovative Company
In 2016, Salesforce has continued to report double-digit growth and was ranked as the most innovative company by Forbes for the sixth straight year.Miscellaneous 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 […]Technology & Communications How NetSuite Will Improve Oracle’s Position in the Cloud Space
In fiscal 2016, Oracle reported ~$2.9 billion in cloud revenue. Oracle is making progress in the space and expects 65% growth in the space in fiscal 2017.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.Company & Industry Overviews Graphical Representation of General Electric’s Business Model
General Electric’s industrials and finance services are its two broader divisions, contributing 91% and 9%, respectively, to its consolidated 2015 earnings.Miscellaneous Why Microsoft Has Sought Growth in China through Local Partnerships
According to a Wall Street Journal report, China’s cloud computing player 21Vianet Group, a Microsoft partner, will set up a joint venture with Tsinghua Unigroup.Miscellaneous Does VMware’s Acquisition of PlumGrid Make Sense?
VMware (VMW) parted with an undisclosed sum to add PlumGrid to its portfolio.Technology & Communications Why middleware is an integral component of software industry
The sequential binding of applications through the use of middleware is known as enterprise application integration (or EAI).Company & Industry Overviews 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.Earnings Report Understanding the Economic Sense behind Amazon’s Echo Show
Amazon (AMZN) has a brand new Echo smart speaker called Echo Show. Including Echo Show, there are now five variants of Echo-branded products.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.Earnings Report Open-Source Databases Are Set to Overtake Commercial Databases
The double-digit growth of open source databases is posing an additional threat to Oracle, which has a revenue share of 48.3% in this space.Earnings Report Apple beats all estimates to produce stellar fiscal 1Q15 results
In December 2014, the success of iPhone 6 and Plus helped Apple beat Google’s Android-based smartphones in terms of market share in the US.Company & Industry Overviews Apple Could Introduce Apple Pencil 2 with New iPad
Stylus could come with wireless charging support As Apple (AAPL) prepares to introduce updated versions of its hardware products, there are speculations that the company could also introduce a second-generation model of its stylus pen, the Apple Pencil. The first-generation Apple Pencil, launched in late 2015, costs $100. Apple is expected to release the Apple […]Earnings Report Teradata Struggles as Cloud Adoption Increases
Teradata primarily generates revenues from data and analytics and marketing applications. Its core business is struggling, as data warehouses are increasingly moving toward the cloud.Technology & Communications Must-know: IBM’s current status in the hardware space
The rising cost of manufacturing chips caused a decline in IBM’s (IBM) volume base. It forced the company to divest the business.Earnings Report Oracle Unveils a Range of Cloud Offerings
Oracle’s newly launched cloud offerings are a step forward in Oracle’s strategy to shift its database and CRM business to the cloud.Consumer Apple’s Premium Pricing Strategy, Product Differentiation
Here is how Steve Jobs strategy to price and differentiate the products that Apple offers has taken shape over timeTechnology & Communications Overview: The software industry landscape
Once customers adopt specific operating systems, it would be very difficult for them to even consider changing it.Technology & Communications Eric Schmidt Parts Ways with Google and Alphabet
Former Google CEO Eric Schmidt has cut ties with the company and its parent Alphabet. He served as Google’s CEO from 2001 to 2011.Miscellaneous Why Salesforce Acquired Gravitytank
Salesforce is currently on the acquisition bandwagon. In mid-September 2016, it announced its acquisition of Gravitytank.Consumer Must-know update: Why is Cisco undervalued? (FCF model included)
Cisco Sytems, Inc.’s stock is up 13% since 2013, and it has underperformed the S&P 500 Index.Company & Industry Overviews S&P 500 Index Nears Record High amid Earnings Season
The S&P 500 Index, represented by the SPDR S&P 500 ETF (SPY), rose 0.3% on October 23, nearing the all-time high it saw in July.Consumer Women CEOs: 5 Names You Should Know
Of all the Fortune 500 companies, only 5% have women CEOs. We rounded up five of the biggest names investors should know. Here’s why.Fund Managers GATEX: A Sectorial Portfolio Breakdown
The Gateway Fund – Class A (GATEX) seeks to attain capital appreciation through its equity market investments. It has less risk compared to equity markets.Company & Industry Overviews Why Google Is Not in Favor of Ad Agency Disintermediation
In the cloud computing industry, Google is behind market leaders Amazon (AMZN) and Microsoft (MSFT) and it is trying many strategies to bolster its position.