Polycom Inc

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  • uploads///PLCMFIN
    Company & Industry Overviews

    Polycom Trades above Moving Averages in October

    Polycom generated investor returns of 5.4% in the trailing-12-month period and 29.4% in the trailing-one-month period.

    By Adam Rogers
  • uploads///plcm
    Earnings Report

    Polycom’s UC Platform Segment Revenues Rise 5% Year-over-Year

    In 3Q15, product revenues for Polycom fell 12.0% year-over-year to $211.3 million and service revenues fell 4% YoY to $91.8 million.

    By Adam Rogers
  • uploads///PLCM
    Company & Industry Overviews

    Elliott Management Seeks Increased Valuation for Polycom

    Elliott Management doesn’t believe that Polycom’s strategy of cutting costs, changing management, and repurchasing shares has created shareholder value.

    By Adam Rogers
  • uploads///Cisco Collaboration growth
    Earnings Report

    Cisco’s Collaboration Segment: TelePresence Sales Drive Its Growth

    Cisco’s Collaboration business managed YoY revenue growth of 9% in fiscal 3Q15. The revenue growth turned positive in the last two quarters.

    By Puneet Sikka
  • uploads///Bluekai
    Tech & Comm Services

    Oracle’s strategic acquisitions in marketing cloud space

    Oracle integrated BlueKai with both Responsys for B2C marketing automation and Eloqua for B2B marketing automation.

    By Anne Shields
  • uploads///Cisco innovation
    Tech & Comm Services

    Cisco sticks to its “build, buy, partner, and integrate” strategy

    The “build, buy, partner, and integrate” approach is at the heart of Cisco’s innovation culture.

    By Samantha Nielson
  • Real Estate

    Lee Cooperman’s Omega Advisors opens a new position in T-Mobile

    Cooperman seems to be following the trend of other other hedge funds such as Third Point and Paulson to capitalize on consolidation in the telecom space.

    By Samantha Nielson
  • uploads///SUNE
    Real Estate

    Cooperman’s Omega Advisors establishes a new position in SunEdison

    Omega Advisors initiated a new 1.50% position in SunEdison Inc (SUNE). SunEdison is a major developer and seller of photovoltaic energy solutions.

    By Samantha Nielson
  • uploads///PLCM
    Tech & Comm Services

    Why did Soros Fund Management acquire a stake in Polycom?

    George Soros’ Soros Fund Management disclosed a new position in Polycom Inc. (PLCM), according to a 13G filed with the SEC. Soros acquired 9,400,078 shares, or 6.96% of the company.

    By Samantha Nielson
  • uploads///VCRA
    Healthcare

    Vocera Communications: Must-know catalysts and outlook

    Vocera Communications’ (VCRA) revenue growth in 2013 suffered from a combination of macro and micro factors. Ultimately, it can be boiled down to three main issues.

    By Samuel Madden, CFA
  • uploads///VCRA
    Healthcare

    Why Vocera’s total revenue opportunity is materially larger

    Vocera Communications (VCRA) roughly has a 10% market share of potential hospital contracts in the U.S. Per some Street estimates, VCRA’s total addressable market in the U.S. healthcare is roughly $6 billion.

    By Samuel Madden, CFA
  • uploads///VCRA
    Healthcare

    Vocera Communications: Why the stock could see a meaningful upside

    Vocera Communications (VCRA) provides a unique solution in the healthcare communications industry and has a leading position in this developing market.

    By Samuel Madden, CFA
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