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 Oracle Dominates the ERP Cloud Space
In fiscal 1Q18, Oracle’s Cloud ERP business grew 90%, excluding NetSuite’s contribution, and reached an annual run rate of $1.3 billion.
Data Is the New Crude, and Paradata Is Refining It
Everyone’s heard that data is the new oil. But Paradata shows that data is like crude oil—if you don’t refine it into something you can use, it’s useless.
Why Salesforce Acquired Twin Prime
Salesforce continued its spree in December 2016 with its acquisition of Twin Prime, a startup focused on machine learning.
How Will Grapeshot Enhance Oracle’s Data Cloud?
Over the years, Oracle has made several acquisitions to expand its digital marketing and advertising solutions business in order to leverage the rising trend of social media.
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.
A Close Look at Adobe’s Margins in Fiscal 2015
A reduction in operating expenses, primarily sales and marketing (or S&M) and general and administrative (or G&A) expenses, led to an expansion in Adobe’s margins.
Oracle’s Position in the Marketing Cloud Space versus Peers
Over past couple of years, Oracle, SAP (SAP), and Salesforce (CRM) have aggressively turned to acquisitions in order to strengthen their footholds in the marketing cloud space.
Why the new SQL release could help Microsoft’s database presence
During the conference call to announce Microsoft’s (MSFT) fiscal Q3 2014 earnings, Microsoft mentioned that it recently launched a new version of SQL database
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.
Why Concur expects to boost its business by being part of SAP
In June 2012, Concur got a 15-year contract to supply travel and expense software to multiple federal agencies. SAP (SAP) has an existing relationship with federal agencies. Concur is known for its business software. Concur and SAP will be able to expand their relationship across the globe. They will expand to other governments and agencies.
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.
Why is “Internet of Everything” a future growth driver for Cisco?
Cisco CEO John Chambers believes the Internet of Everything (IoE) might be a $19 trillion opportunity. Cities globally have the potential to claim $1.9 trillion in value from IoE over the next decade, Cisco’s study stated.
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 […]
Trump Says His Election Prevented a Stock Market Crash
Apart from investors’ concerns about rising interest rates, the major worry that triggered a massive sell-off in the fourth quarter of 2018 was the US-China trade war triggered by President Donald Trump.
Why Is Salesforce Stock a ‘Buy’ for UBS?
On the insistence of its shareholders, Salesforce has backed away from its prior decision to buy Twitter (TWTR).
How Optevia Acquisition Will Boost IBM’s Strategic Imperatives
IBM’s strategic imperatives relate to the company’s investment in cloud, analytics, mobile, social, and security technologies.
Palo Alto Networks Stock Rises 4% after Fiscal 1Q16 Earnings
Palo Alto Networks (PANW) announced its fiscal 1Q16 earnings on November 23, 2015. Market reaction was positive, and investors drove the stock up by 4.0% in after-hours trading.
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.
Behind Salesforce’s Increase in Software Spending in 2017
Global IT spending is projected to reach nearly $3.5 trillion in 2017.
What Oracle’s Leadership in B2B Commerce Suites Means
According to Forrester Research, the US B2B (business-to-business) digital commerce market is expected to grow at a compound annual growth rate of 7.7%, from $780.0 billion in 2015 to $1.1 trillion in 2018.
Oracle Expands Its Retail Product Features
Oracle (ORCL) seems to be making rapid investments in its retail cloud service triggered by higher demand across the retail industry.
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.”
Markets Started Strong and Finished Solid Last Week
Last week, financial markets opened on a strong note as Hurricane Irma died down and the damage was less than anticipated.
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.
Salesforce Stock: Most Analysts Recommend ‘Buy’
Wall Street analysts’ views on Salesforce stock Earlier in this series, we discussed how growing competition in the cloud space could halt Salesforce (CRM) double-digit revenue growth. We also discussed the company’s initiatives to overcome this. Salesforce is a prominent player in the software space, along with Microsoft (MSFT), Oracle (ORCL), IBM (IBM), and SAP (SAP). […]
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.
How Did FireEye’s Segments Perform in Fiscal 1Q16?
The shift to cloud services has impacted FireEye’s (FEYE) revenue. Its product revenues are billed at the time of shipment, but cloud services revenues are recurring.
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.
How the US Dollar’s Rise Could Impact Oracle’s Growth in 2017
The strengthening US dollar (UUP) has been pressuring the entire technology sector, and growth in Oracle’s (ORCL) top line is vulnerable to fluctuations in the dollar.
Inside Intel’s 1Q17 Irony
Intel (INTC) reported 1Q17 revenues of $14.8 billion, up 8% from 1Q16 and slightly below the consensus estimate.
What’s Expected for FireEye’s Revenue
In Q2 2018, cybersecurity company FireEye expects its revenue to grow 4% YoY (year-over-year) to $199 million–$203 million, driven by the addition of new clients and upselling to existing customers.
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.
Microsoft’s Shift to the Cloud Is Pressuring Its Margins
Amid the recent sell-offs in the technology space driven by valuation concerns, Microsoft stock fell from $73 per share to ~$68 per share.
How Does Oracle Plan to Benefit in the Current IT Space?
Oracle Cloud at Customer is Oracle’s focus on providing companies’ CIOs with enterprise software deployment choices.
Why Oracle launched Its Elastic Compute Cloud
Oracle’s Elastic Compute Cloud could be an alternative to Amazon’s already dominant offering, Amazon Web services’ (or AWS) Elastic Compute Cloud, or EC2.
How Is Netsuite Expected to Impact Oracle’s Financials?
So far in 2016, Oracle (ORCL) has made nine acquisitions: Dyn, Palerra, LogFire, NetSuite, Opower, Textura, Crosswise, Ravello Systems, and AddThis.
Oracle and Its Peers Continued Their Share Buyback Trend in 2016
Of all the companies in this sector, Apple is estimated to be the largest contributor to the IT sector’s expected fall in earnings.
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.
Choosing between Short- and Long-Term Fixed-Income Mutual Funds
Bond prices fall when interest rate rise. So when interest rate rises, the value of a bond or a bond portfolio falls.
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%.
Is Blackberry’s Software Bet Crumbling?
BlackBerry (BB) has focused on software and services as its core business since it lost ground to Apple and Samsung (SSNFL) in the smartphone market.
Must-know: Enterprise resource planning
Salesforce.com (CRM), SAP AG (SAP), Oracle (ORCL), IBM Corp. (IBM), Microsoft (MSFT), and SAS Institute Inc. (SAS) are the leading players in this market.
What Caused Microsoft Stock to Rise by ~20% in 2015?
Microsoft revised its corporate strategy “mobile first cloud first” in accordance with the change in the IT landscape. It’s going through the SMAC revolution.
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.
What Are Analysts Expecting from Microsoft’s Fiscal 4Q16 Results?
Microsoft (MSFT) is scheduled to release its fiscal 4Q16 and 2016 earnings after the Market closes on July 19, 2016. For fiscal 4Q16, Estimize expects Microsoft to report revenue of $22.1 billion.
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.
Is Microsoft Trying to Compete with Google in the AI Space?
Since 2011, nearly 140 private companies related to AI technologies have been acquired with more than 40 acquisitions taking place in 2016 alone.
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 […]
Future Guidance: SAP Expects to Be a Cloud Company by 2018
SAP’s ongoing transition to the web-based subscription model from traditional licensed software is expected to lead to more predictable recurring revenue.
Why Was Salesforce Destined to Lose to Microsoft in the SaaS Space?
Eweek.com stated that Microsoft held 15% share of global enterprise SaaS revenues, while Salesforce held 14% in 2Q16.
Understanding Salesforce’s Partnership with Amazon—And Why It Matters
In mid-2016, Salesforce (CRM) announced a partnership with Amazon (AMZN). Salesforce has chosen Amazon’s AWS as its public cloud infrastructure provider.
Salesforce Launches Its Financial Services Cloud
On August 25, Salesforce, along with the announcement of its Lightning platform for its Sales Cloud, launched Financial Services Cloud, its first industry-specific offering.
StackEngine: Oracle’s Recent Cloud Acquisition
Oracle (ORCL) announced the acquisition of StackEngine on December 18, 2015. SEC filings indicate that the company paid $1.3 million for StackEngine’s employee stock options and equity.
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 […]
Why Did Oracle’s Software Segment Decline in Fiscal 4Q16?
In fiscal 4Q16, Oracles Software segment’s revenue fell by 3% to ~$7.6 billion. In 2016, it declined by 5% to ~$26.1 billion.
SAP Is Again a Leader in Gartner’s Magic Quadrant
On July 26, 2016, SAP (SAP) announced that that it was, once again, ranked as a leader by Forrester Research.
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.
Metanautix: Microsoft’s Recent Buy in Big Data Space
Microsoft (MSFT) announced the acquisition of Metanautix on December 18, 2015. Microsoft aims to integrate Metanautix Big Data expertise with SQL Server and the Cortana Analytics Suite to improve data usage.
Can Oracle’s Startup Strategy Undo Amazon’s Cloud Dominance?
Oracle (ORCL) is fighting to shed the tag of cloud computing underdog, now that it has been dwarfed by Amazon and Microsoft in software and services.
Why Oracle Expects Improved Software and Platform Growth Ahead
Oracle now expects 65% or higher growth in its cloud SaaS (software-as-a-service) and PaaS (platform-as-a-service) space in fiscal 2017.
US Dollar Played Havoc with IBM’S 2015 Results
The strengthening of the US dollar against major currencies received the blame from IBM for the fall in its revenues.
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.
Adobe’s Focus on Digital Marketing Should Keep Paying Off
Industry analysts believe that digital marketing spending will witness a consistent increase in the future. Digital marketing is necessary for business-to-business (or B2B) organizations.
Could Apple Ever Buy Netflix, Blizzard, and Sonos?
Despite a massive sell-off at the start of 2019, Apple (AAPL) managed to end January on a positive note.
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.
Computer Sciences Rose 8% after Separation from CSRA
On November 30, 2015, CSRA (CSRA) announced its separation from Computer Sciences (CSC).
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.
How Salesforce Subscription Revenues Performed in Fiscal 1Q16
Salesforce generated ~93% of its fiscal 1Q16 revenue from the subscription and support fees that are associated with cloud services.
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.
Symantec: What’s Impressive about Splunk?
In fiscal 2Q18, Splunk posted revenue growth of nearly 32% year-over-year to $280 million.
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).
HP launches next generation Gen9 ProLiant Servers
Hewlett-Packard Company’s Gen9 Proliant Servers are designed to deliver more applications and services in a timely, cost-efficient way.
Adobe and Other Tech Players Want More Digital Marketing Space
The Forrester Research report estimates that spending in the Digital Marketing space in the United States is expected to increase to $103.4 billion by 2019, from $57.3 billion.
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).
How the Microsoft-Adobe Partnership Threatens Salesforce
Adobe-Microsoft partnership threatens Salesforce Earlier in this series, we discussed Salesforce’s (CRM) initiatives to grow in the consolidated and extremely competitive cloud space. In late March 2017, Adobe (ADBE) and Microsoft (MSFT) took their partnership one notch higher by announcing the collaboration of their marketing cloud and sales cloud offerings. Adobe plans to build an […]
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.