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.
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.
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.
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.
Oracle’s strategic acquisitions in marketing cloud space
Oracle integrated BlueKai with both Responsys for B2C marketing automation and Eloqua for B2B marketing automation.
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.
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.
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.
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.
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.
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.
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.