What Happens to Cerner Stock After the Proposed Oracle Buyout?
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.
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.
How the Server Market’s Growth Impacted Oracle in Fiscal 1Q18
According to Gartner, server market revenues grew 2.8% to ~$13.9 billion, while shipments grew 2.4% to ~2.8 million units in 2Q17.
Why Salesforce Acquired Twin Prime
Salesforce continued its spree in December 2016 with its acquisition of Twin Prime, a startup focused on machine learning.
Why Oracle’s Marketing Cloud is integral to its growth
Oracle’s Marketing Cloud allows customers to run marketing campaigns and manage data related to those campaigns on web, social, mobile, and email.
Google Versus Oracle Supreme Court Case Results in a Win for Google
Don Johnson's Critical Role at Oracle Amid Focus on Cloud Business
Why Oracle Made the Big Move From California to the Lone Star State
How Business Software Leader Oracle Makes Money
Why Oracle Stock Isn't a Buy Right Now Amid Tough Outlook
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.
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 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.
What Can We Expect from Salesforce’s Fiscal 3Q17 Results?
For fiscal 3Q17, analysts expect Salesforce (CRM) to post revenue and non-GAAP EPS (earnings per share) of ~$2.12 billion and $0.21, respectively.
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 […]
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.
SaaS, PaaS Playing a Role in Oracle’s Growing Net Margins
In the past ten quarters including fiscal 1Q17, Oracle’s revenues have missed analyst expectations nine times.
Comparing Microsoft’s Valuation with Peers’
Microsoft stock closed at $101.87 on June 20, close to its lower Bollinger Band of $98.
Despite a Revenue Miss, Why Did Oracle Stock Receive an Upgrade?
Oracle’s (ORCL) better-than-expected Cloud revenues led J.P. Morgan (JPM) to upgrade Oracle stock from “neutral” to “overweight.”
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.
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.
Oracle’s Cloud Offerings Dominated Its Fiscal 4Q17 Results
In fiscal 4Q17, Oracle’s (ORCL) SaaS revenues grew 75% on a YoY basis to $1 billion.
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).
Oracle’s Services Segment Performance in Fiscal 1Q16
Oracle’s Services segment is composed of consulting, customer support, and education services for its products and services.
Farallon Capital sells stake in Yahoo!
Farallon Capital Management sold its position in Yahoo! Inc. (YHOO) during the third quarter. The stock accounted for 3.39% of the fund’s total 2Q14 portfolio.
Is Oracle Stock Losing Momentum?
Oracle’s tepid top- and bottom-line guidance for fiscal Q1 2019 has affected its stock price.
Parsing Oracle-NetSuite Material Adverse Effect Clause: Part 1
In the merger deal between Oracle (ORCL) and NetSuite (N), the MAE clause lays out the circumstances under which Oracle can back out of the transaction.
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.
Inside Intel’s 1Q17 Irony
Intel (INTC) reported 1Q17 revenues of $14.8 billion, up 8% from 1Q16 and slightly below the consensus estimate.
How Wall Street Analysts View Oracle Stock
Analysts’ views on Oracle stock Earlier in this series, we discussed Oracle’s (ORCL) technical indicators and its value proposition in the software space. Let’s take a look at the Wall Street analysts’ view of Oracle and its metrics. Of the 34 analyst recommendations for Oracle’s stock, only one was a “sell” recommendation. Close to 74% […]
Inflows into Investment-Grade Bond Funds Increase Last Week
Investment-grade bond (AGG) funds saw net inflows of $1.53 billion in the week ending May 1, 2015.
The Word on the Street: What Do Analysts Recommend for IBM Now?
Of the 27 analyst recommendations on IBM stock, 56% were “hold” as of July 8, 2016. About 26% were “buy” recommendations, and 19% were “sell.”
Oracle Joins the Cloud Native Computing Foundation
On September 13, Oracle announced that it joined the Cloud Native Computing Foundation as a Platinum member.
Microsoft Reports Earnings Tomorrow, Stock Shows 23 Percent Upside
As Microsoft gears up to report its earnings, the stock has soared this year. The company’s stock price has risen 34% in 2020.
Oracle Gets a Buy Rating from UBS following Cassandra Summit
On September 25, 2015, UBS restated its “buy” rating on Oracle. This news came following the Cassandra Summit, which concluded on September 24, 2015.
Inside IBM’s Cognitive Solutions Performance in 2Q16
IBM’s Cognitive Solutions segment’s revenues grew by 3.5% to $4.7 billion in fiscal 2Q16. In this segment, cloud revenues grew by 55%.
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.
Behind IBM’s Stock Reaction to Its Latest Quarterly Results
IBM saw its shares fall 8.2% in April, after the firm reported its 1Q17 results. IBM reported revenue of $18.2 billion for 1Q17—slightly below the analyst estimate.
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 […]
How 1Q18 Treated Microsoft’s Margins
Segment-wise contribution to revenue and margins So far in this series, we’ve discussed Microsoft’s (MSFT) segment-wise performance, Whereas its Productivity and Business Processes and Intelligent Cloud segments reported growth, its MPC (More Personal Computing) segment did not. Productivity and Business Processes, Intelligent Cloud, and MPC contributed 24%, ~28%, and 38%, respectively, of the company’s total revenue in fiscal […]
Revenues for VMware Increase 4% YoY in 2Q15
In this series, we will analyze the stocks in the First Trust ISE Cloud Computing Index ETF (SKYY) that comprise the Systems Software subsector. Since January 2015, SKYY generated returns of 2.42% to close at $29.18 on August 28.
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.
Why Oracle Could Advance in the Cloud Space
In the most recent quarter, Oracle’s cloud ERP business grew 156%, excluding NetSuite’s contribution, and reached an annual run rate of $1.2 billion.
Why IBM stands out as a leader in middleware solutions
Lately, IBM has seen lot of harsh criticism due to its poor financial results and faltering leadership position. But there are some technological areas where the company still stands tall.
Intel’s Investment in Yuneec Will Enhance Its Presence in China
Intel is focused on enhancing its presence in China, as is apparent from Intel’s investment in China-based Tsinghua Group in which it bought a 20% stake for $1.5 billion in 2014.
Will Apple Force Trump to Reduce the Tax Rate?
In August 2016, Apple’s CEO, in a talk with The Washington Post about the company’s cash held overseas, said, “We’re not going to bring back until there’s a fair rate.”
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).
How Trump’s Regime Will Affect Technology Sector Financials
After the announcement of the US presidential election’s outcome, which defied the pre-poll results, we saw a fall in the technology sector (QQQ).
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.
How AddThis Will Strengthen Oracle’s Marketing Cloud Position
AddThis will be a part of Oracle’s Data Cloud and provide extensive market intelligence, which will boost Oracle’s presence in the marketing cloud space.
Intuit Is Increasing Its Focus on QuickBooks Services
The divestiture of QuickBooks will enable Intuit to focus on its online, subscription-based services, especially its flagship cloud software QuickBooks Online.
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.
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.
How Did Oracle’s Hardware Segment Perform in Fiscal 2Q17?
In fiscal 2Q17, Oracle (ORCL) launched its second-generation IaaS (Information as a Service) offering, Oracle Bare Metal Cloud.
Overview: The software industry landscape
Once customers adopt specific operating systems, it would be very difficult for them to even consider changing it.
SAP-Concur buyout is one of the largest deals in the tech space
According to Dealogic, SAP’s (SAP) acquisition of Concur Technologies ranks among the top ten largest software deals. SAP acquired Concur Technologies for $8.3 billion. SAP paid $129 per share. It represents a 20% premium over Concur Technologies’ closing price on September 17.
Is China Trying to Steal Apple’s Autonomous Car Secrets?
According to NBC, the FBI has arrested a Chinese national for allegedly “attempting to steal trade secrets” from Apple (AAPL).
J.P. Morgan Encourages Investors to Buy Stocks despite Worries
The US stock market has seen a decent recovery in the first quarter of 2019 so far after a steep decline in the fourth quarter of 2018.
Shareholder Activism at Work with Oracle-NetSuite Deal
In accordance with its minimum tender condition, the majority of NetSuite stakeholders must vote in favor of the deal to make it happen.
Why Are NetApp’s Data Fabric and Strategic Solutions Important?
NetApp (NTAP) believes that the data fabric is the future for data management.
Microsoft Smashes Earnings, Sales Expectations in Fiscal 1Q17
Over the last five quarters, Microsoft has battled with shrinking sales. However, the gains in the latest quarter signaled that the company’s massive investment in building cloud data centers is paying off.
Oracle’s Database Cost Is Its Best Defense in Open Source Space
Except for Oracle’s relational databases, all other databases—especially MySQL—are losing to NoSQL databases.
What Salesforce Is Buying in the Startup Market
Salesforce (CRM) has recently been active in the M&A (mergers and acquisitions) market, buying startups that a company official has described as “tuck-in assets.”
Oracle Cloud at Customer: Could It Boost Oracle’s Position?
On March 24, 2016, Oracle (ORCL) announced a new service in the cloud: Oracle Cloud at Customer. It’s a hybrid structure in which a client can run the workload on-premise or in Oracle cloud.
Strong Earnings Growth Helps Keep NASDAQ Valuations Attractive
The promise of technology stocks has translated into solid deliverables with strong earnings growth.
Tech Sector’s Buybacks Fell despite Microsoft’s $40 Billion Plan
The IT (information technology) sector is still the biggest spending sector on share buybacks in 2Q16, the way it was in 1Q16.
Key Tech Sector Updates for the Week Ended June 23, 2017
Technology stocks rose a combined 2.3% in the week ended June 23, 2017, after three weeks of negative returns. The S&P 500 Index rose just 0.2% in the same period.
Net Exports: Why They Matter and What Drives Them
A country’s net exports measure the value of total exports less the value of its total imports. It’s positive if exports are larger in value than imports.
Here’s What SAP Wants to Achieve with Its Restructuring
SAP SE (SAP) wants to reconfigure its business structure, a reorganization it estimates will cost up to ~$1.0 billion.
Why HP spins off to form two new companies
HP (HPQ) is a technology company that’s been around for 75 years. On October 5, 2014, HP announced its decision to break the company into two separate publicly-traded companies.
Are These Funds Plotting to Oust Salesforce CEO Marc Benioff?
Several hedge funds known for their activist approaches to reforming the management of the companies they target have recently disclosed their holdings in Salesforce (CRM).
A Look at Salesforce’s Cash Position in Fiscal 2Q17
As of July 31, 2015, Salesforce had cash, cash equivalents, and marketable securities worth $1.1 billion.
How Microsoft Aims to Capture the Hybrid Cloud with Azure
Microsoft’s focus on the hybrid cloud Previously, we discussed Microsoft’s (MSFT) Intelligent Cloud. Azure has enabled Microsoft to gain a strong foothold in the hybrid cloud space. Within the space, where IBM (IBM) is a leader, Microsoft’s focus lies on applications, infrastructure, data, and AI (artificial intelligence). Microsoft believes that the conversion of data into AI drives a […]
Oracle Announces Marketing Cloud Integration with MediaMath
Oracle integrated its Marketing Cloud with MediaMath to improve cross-channel purchases.
Google Faces Pressure in the EU and United States
The European Commission fined Google (GOOGL) ~$2.7 billion, on Tuesday, June 27, for abusing its monopoly.
Currency wars: Do they help solve low growth?
Currency depreciation lures other countries to follow suit and depreciate their own currency. This leads to a currency war.
What Does Larry Ellison Invest In?
Competition Has Heated Up in the Marketing Cloud Space
Oracle has stated that Maxymiser—its recent acquisition in marketing cloud—will enhance its offering to manage marketing programs spanning digital channels and customer lifecycle.
ByteDance Suggests TikTok IPO to Get Trump to Back Oracle Deal
Oracle Not Actually Acquiring TikTok, Looking to Become Cloud Provider
Why Oracle’s engineered systems should drive hardware growth
Oracle’s (ORCL) Engineered Systems business comprise the Oracle Exadata Database Machine, Oracle Exalogic Elastic Cloud, and Oracle SPARC SuperCluster products.
Oracle Taps Blockchain to Strengthen Cloud Computing Offerings
Oracle’s new solutions signal the company’s growing focus on strengthening its cloud computing portfolio.
Why Amazon Poses a Threat to Tech Guns Microsoft and Oracle
By the end of 2016, Amazon is expected to add ~1,000 new features and services to AWS, which will compare favorably to the 722 features it added in 2015.
Understanding Oracle’s LogFire Acquisition
After the acquisition, LogFire’s WMS (warehouse management applications) solutions will be integrated into Oracle’s SCM (supply chain management) cloud.
Walmart and Microsoft Partner to Buy TikTok, Competing With Oracle
Why Oracle Acquired Vocado
On April 30, Oracle (ORCL) announced its acquisition of cloud-based financial aid solution Vocado.
Oracle Plans to Acquire TikTok’s U.S. Operations
Microsoft Maintains an Increasing Dividend Payment Trend
In fiscal 2Q18, Microsoft paid nearly $3.2 billion in dividends, compared with $3.0 billion in fiscal 2Q17.
What are investors’ concerns with Oracle stock?
Oracle has been implementing its acquisition strategy to gobble up cloud companies in order to access domain expertise and get entry into new markets.
IBM Continues to Lure Its Investors with Share Buybacks
In 4Q14, IBM (IBM) returned $1.2 billion to shareholders with $1.1 billion in dividends and $0.1 billion in share repurchases.
Why Oracle’s Buyback and Dividend Trend Will Likely Run into 2017
Like IBM (IBM), Oracle (ORCL) aims to lure investors through share buybacks and dividends.
39% of Analysts Rate AMD Stock as a ‘Buy’ after Q3 Earnings
Despite a weak third quarter, 12 of the 31 analysts covering Advanced Micro Devices (AMD) rated the stock as a “buy.”
Does Oracle’s Buyout Strategy Affect Investors’ Returns?
Oracle has pursued the acquisition route to gain a foothold in the cloud space
How has Oracle’s hardware systems segment performed in 2Q15?
In 1Q15, Oracle’s hardware systems revenue fell 8% to $1.2 billion. The segment’s contribution to overall revenues is steadily declining.
Why Buffet’s Eying IBM
With its ~8.5% stake in IBM, Berkshire Hathaway is IBM’s largest shareholder.
Analysts See Symantec as Value Stock
Analysts call Symantec (SYMC) a value stock. The average EV-to-sales for the System Software subsector is 3.93x. Symantec is trading at an EV multiple of 2.34x.
What Do Technical Indicators Say about Oracle’s Stock?
As of June 8, 2016, Oracle’s stock has fallen 9% for the trailing-12-month period.
Microsoft releases 1Q15 earnings
On October 23, 2014, Microsoft released its 1Q15 earnings. Although earnings per share (or EPS) did beat analysts’ expectations, it declined on a year-over-year basis.
SAP used the acquisitions route to join the growing cloud space
To keep its momentum, SAP has increased its rate of acquisitions. It’s strategically shifting most of its staple applications on the cloud. SAP has a strategy to address its market. The market is expected to grow to $230 billion by 2015 through innovations and strategic acquisitions.