Polycom Inc

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  • 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///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
  • uploads///PLCM
    Technology & Communications

    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

    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: 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///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///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
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