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ConsumerUS-China Trade Talks: Trump’s Comments Impact Markets
On Tuesday, in-person US-China trade talks resumed in Shanghai. The two sides have been talking on the phone since the truce last month. Technology & CommunicationsHow Analysts Rate Symantec Stock
Symantec’s near-term sales and profits are projected to see increased growth. MiscellaneousChina Wants Huawei Ban Lifted, Trump Talks 5G with India
Discussing 5G with India could be part of President Trump’s mind game before his meeting with President Jinping. Company & Industry OverviewsFacebook Bans Huawei from Preloading Its Apps
Facebook (FB) has decided to prohibit Huawei from preloading its apps on Huawei smartphones. The news is another blow for Huawei. The company has been shunned by many other US suppliers. Company & Industry OverviewsWhat’s in the Cloud Market for Alibaba?
More than $180 billion is up for grabs in the global cloud computing market this year, and Alibaba is one of the major contenders for this opportunity. Company & Industry OverviewsHow Microsoft’s and Amazon’s Cloud Revenues Compare
Cloud-computing issues dominated talks at Microsoft’s (MSFT) 2019 Build software developer conference this week. Earnings ReportMicrosoft Azure Continues to Post Impressive Growth
Microsoft’s (MSFT) cloud businesses are slowly becoming the key growth engine for the software giant. Company & Industry OverviewsHow Is Yandex’s Cloud Business Performing?
Yandex’s first-quarter earnings results will be the company’s first full-quarter financial results since it opened its cloud platform to everyone. Company & Industry OverviewsRed Dead Redemption 2 Is a Key Revenue Growth Driver for Take-Two
Gaming companies such as Take-Two Interactive (TTWO), Electronic Arts (EA), and Activision Blizzard (ATVI) are highly dependent on popular franchises to drive sales. Company & Industry OverviewsAlibaba Stoking Another Fire against Amazon in India
Alibaba (BABA) is preparing to inject $50 million in fresh funding in BigBasket, India’s top online grocery retailer. ConsumerWhy Oracle’s Revenue Growth Is Getting Sluggish
Software giant Oracle (ORCL) topped revenue estimates of nearly $9.62 billion by 0.3% in the third quarter of fiscal 2019. Technology & CommunicationsNVIDIA Announces Acquisition of Mellanox for $6.8 Billion
Things are heating up in the semiconductor M&A space, and this time, Israel-based big data connectivity company Mellanox is the target. Company & Industry OverviewsThe Google-Oracle Dispute is going to the Supreme Court
Alphabet’s (GOOGL) Google is under pressure to prove it didn’t violate Oracle’s (ORCL) software copyright in the development of Android. Company & Industry OverviewsWill Samsung Galaxy Fold Eat up Apple iPhone Market Share?
Despite the rivalry between the two companies, Samsung is still one of the prominent component suppliers to Apple. Company & Industry OverviewsHow Many Users Does Twitter Have in China?
According to eMarketer estimates, digital advertising spending hit ~$62.6 billion in China in 2018. Company & Industry OverviewsCloud Infrastructure Continues to See Spectacular Growth
The global cloud infrastructure space has continued to grow strongly. Company & Industry OverviewsWhy Microsoft Bought DataSense
Microsoft (MSFT) recently announced that it had bought education data management platform DataSense from BrightBytes. Earnings ReportMarketing 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. ConsumerWhy AWS’s Growth Is Critical for Amazon’s Bottom Line Growth
While some of Amazon’s business segments are seeing slowing growth, one segment is growing relentlessly: Amazon Web Services. ConsumerShould You Have Taken President Trump’s Advice in December?
Today, US President Donald Trump tweeted, “Best January for the DOW in over 30 years.” Company & Industry Overviews3 Things Elon Musk Said Today That You Might Have Missed
Early this morning, before the market opened, Musk revealed that TSLA is reducing its full-time workforce by 7%. Company & Industry OverviewsBezos Invested in Twitter about Ten Years Ago: Should You Now?
Jeff Bezos invested about $15 million in Twitter (TWTR) just over a decade ago. Company & Industry OverviewsJeff Bezos Owns These Five Key Public Stocks
Amazon (AMZN) became the world’s most valuable public company on January 7. Company & Industry OverviewsTim Cook Blames These Internal Factors for Apple’s Guidance Cut
In Apple’s January 2 press release, Cook noted several internal and external factors that are affecting its sales in some emerging markets. Company & Industry OverviewsIBM Continues to Win Contracts for Its Blockchain Solutions
In July, IBM launched a blockchain solution specifically for the financial service industry, LedgerConnect. Company & Industry OverviewsHow IBM Is Investing in AI Solutions
AI is the buzzword these days, and the market has huge growth potential. Company & Industry OverviewsAlibaba Grows Its Cloud Footprint in Europe
Alibaba (BABA) has recently opened its first data centers in the United Kingdom as it seeks to expand its cloud footprint in Europe. Company & Industry OverviewsKey Drivers of Microsoft’s Cloud Business
Microsoft’s (MSFT) Azure cloud platform continues to see increased adoption driven by the ongoing migration of workloads to the cloud. Earnings ReportBlackBerry’s Optimism about Enterprise Software and Services
Revenues from BlackBerry’s (BB) Enterprise Software and Services business fell from $91.0 million in fiscal Q2 2018 to $88.0 million in fiscal Q2 2019. Company & Industry OverviewsHere’s What Drove Cost of Revenue for Alphabet and Baidu
Alphabet’s (GOOG) cost of revenue rose at a three-year CAGR (compound annual growth rate) of 21% to $45.6 billion in 2017. Company & Industry OverviewsAutodesk: What’s Next after Cloud Transition?
Autodesk (ADSK) is underway with the transition to a cloud-based subscription business model, where customers pay ongoing subscription fees instead of one-time software license purchases. Company & Industry OverviewsOracle’s Valuations Compared with Its Industry Peers
In the September 7 trading session, Oracle stock closed at $47.81, close to its lower Bollinger Band level of $47.54. Company & Industry OverviewsHow Is Microsoft Returning Value to Shareholders?
Tech giant Microsoft (MSFT) has been rewarding its shareholders with dividend payments. Company & Industry OverviewsFacebook Stops Taking 30% of Instant Games Revenue
After Instant Games exited the beta phase in April, Facebook (FB) began monetizing the digital games platform through in-app purchases in May. Company & Industry OverviewsAre IBM’s Research and Development Investments Paying Off?
To stay competitive and gain market share, IBM (IBM) has continued to incur R&D (research and development) expenses. Company & Industry OverviewsAnalyzing AMD’s Revenue Dependency on Geographies
AMD and China’s leading retailer, JD.com (JD), partnered in January to expand the availability of AMD Ryzen processors and desktops in China. Company & Industry OverviewsAccenture Maintains a Higher Book-to-Bill Ratio
In the last five quarters, Accenture’s book-to-bill ratio has always remained above 1, which is a healthy sign for its business. Company & Industry OverviewsWhy Microsoft Formed a Strategic Alliance with Walmart
Yesterday, Microsoft (MSFT) formed a strategic partnership with Walmart (WMT). Here’s what you need to know. Company & Industry OverviewsWhy IBM’s Cloud Vendor Ranking Is Sliding
IBM’s (IBM) ranking among cloud vendors is sliding, and it turns out Alibaba (BABA) and Alphabet’s (GOOGL) Google may have played a role in its repositioning. Company & Industry OverviewsComparing IBM’s Capital Expenditure with Peers’
IBM’s (IBM) capital expenditure has been stable for the last five years due to its huge data center investments. Company & Industry OverviewsWhat Drives Microsoft’s Average Revenue per User
Microsoft’s (MSFT) ARPU (average revenue per user) growth has continued to improve, buoyed by strong demand for its Office 365 and Azure products and Xbox Live monthly active users. Company & Industry OverviewsWhat Microsoft’s GitHub Acquisition Could Mean
Recently, Microsoft (MSFT) decided to acquire open-source software development company GitHub for $7.5 billion. Company & Industry OverviewsHow Oracle’s Soar Could Help It in the Cloud Space
Earlier, we discussed Oracle’s newest offering, Oracle Cloud, which will ease the migration of ERP (enterprise resource planning) systems to the cloud. Earnings ReportCisco Led the Enterprise Collaboration Market at the End of 4Q17
According to Synergy Research, Cisco Systems (CSCO) has maintained a slender lead over Microsoft (MSFT) in the enterprise collaboration market. Company & Industry OverviewsIdentifying Microsoft’s Key Growth Drivers
In fiscal 2Q18, Microsoft’s (MSFT) total revenues reached $28.9 billion, up 12.0% year-over-year. Company & Industry OverviewsWhat’s Driving Palo Alto Networks’ Customer Base?
Palo Alto Networks (PANW) has maintained strong growth in customer additions, driven by its product portfolio and service quality. Earnings ReportA Look at Nokia’s Historical and Future Revenue Growth
In the previous part of this series, we learned that analysts expect Nokia’s (NOK) revenue to rise 10.4% YoY (year-over-year) in fiscal 1Q18. Earnings ReportA Look at Ericsson’s Business Strategy
Ericsson’s (ERIC) CEO, Börje Ekholm, stated that the company’s top strategy includes a focus on customers and service providers. Company & Industry OverviewsHow Markets Feel about Oracle’s Autonomous Database Technology
In its mid-February report, Oracle was once again positioned highest among other players owing to its “ability to execute” in Gartner’s Magic Quadrant for Data Management Solutions for Analytics. Company & Industry OverviewsAnalyzing Key Drivers for Infosys in Fiscal 2018
Infosys expects its total revenues in fiscal 2018 to expand 6.5%–7.5%.