SAP SE

The Digital Marketing segment of Adobe (ADBE) provides solutions and services for creating, managing, and executing advertising and marketing initiatives.

In the current global scenario, the possibility of further devaluation of the Chinese yuan is a major concern for global equity markets. The Chinese PMI data released on January 31, 2016, indicated a slowdown in the Chinese economy.

In March 2014, Intel (INTC) announced that it invested $740 million in Cloudera—in return for an 18% stake ownership in the company.

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.

Once customers adopt specific operating systems, it would be very difficult for them to even consider changing it.

Except for Oracle’s relational databases, all other databases—especially MySQL—are losing to NoSQL databases.

SAP SE (SAP) wants to reconfigure its business structure, a reorganization it estimates will cost up to ~$1.0 billion.

Since 2010, SAP AG (SAP) spent more than ~$12 billion on acquisitions. Concur Technologies is the largest acquisition in SAP’s 42-year history. In its 2Q14 results, most of SAP’s growth was from its cloud business—approximately $1 billion annually. Concur’s management mentioned that they expect to end fiscal year 2014 with ~$690 million.

After the acquisition, LogFire’s WMS (warehouse management applications) solutions will be integrated into Oracle’s SCM (supply chain management) cloud.

Now, let’s take a look at Oracle’s (ORCL) acquisition of DataScience.com, which it announced last month.

Under Armour’s revenues from its Connected Fitness initiative came in at $53 million in 2015, which was up from $19 million in 2014.

The DBMS (database management systems) space grew 8.7% to $35.9 billion and is expected to be a $50-billion market by 2017.

Application software is the software that you install on your operating system.

Google’s cloud business is surging under Thomas Kurian. In July, it revealed that its cloud business makes an average of $8.0 billion in annual revenue.

Last year, Oracle and AT&T entered into an agreement through which Oracle will migrate thousands of existing Oracle databases on AT&T’s network to Oracle cloud.

Autodesk (ADSK) is underway with the transition to a cloud-based subscription business model, where customers pay ongoing subscription fees instead of one-time software license purchases.

Amazon has been a conservative buyer, but this trend seems to be changing since 2017.

On May 21, Adobe (ADBE) announced its acquisition of Magento Commerce for $1.7 billion.

On June 5, German-based (EWG) SAP AG (SAP) announced its acquisition of CoreSystems.

In its mid-February report, Oracle was once again positioned highest among other players owing to its “ability to execute” in Gartner’s Magic Quadrant for Data Management Solutions for Analytics.

In January 2018, Germany-based SAP (SAP) announced the acquisition of Callidus Software for $2.4 billion.

As of February 26, 2018, Microsoft stock had risen ~2.4% and 0.15% for in trailing-five-day period and the trailing-one-month period, respectively.

Amazon’s (AMZN) cloud computing business Amazon Web Services (or AWS) has decided to take its virtual assistant Alexa to offices.

Earlier this month, Oracle announced a partnership with Slack. Oracle aims to integrate its enterprise software offerings with Slack’s workplace messaging app.

Salesforce.com is a leader in the customer relationship management industry. The company has built its moat on the back of its network effect and strong brand.

The German Stock Index DAX 30 (DAX-INDEX) surged over its 12,000 historical mark in March and was trading at 11,941 on March 9, 2017.

To gain a strong foothold in the public cloud space, VMware has pursued a hyper-converged infrastructure (or HCI).

Adobe’s Document Cloud performance in 3Q16 So far in this series, we’ve discussed Adobe’s (ADBE) performance in fiscal 3Q16. We also looked at Adobe’s increased Creative Cloud subscriptions, which enabled the company’s Digital Media segment to report a 29% revenue growth in fiscal 3Q16. Document Cloud (or DC) also contributed to Digital Media’s record revenue […]

Earlier in this series, we discussed Salesforce’s (CRM) recently announced fiscal 1Q17 earnings. Now, let’s look at the company’s value proposition.

The Fed’s cautious approach and global growth concerns are weighing heavily on the US dollar, whose decline has impacted SAP’s fiscal 1Q16 performance.

The EU’s (European Union) GDP (gross domestic product) depends on the service sector. The service sector contributes ~73.90% towards the EU’s (EZU) GDP.

Oracle has been growing its CRM segment rapidly by making strategic acquisitions to expand its position in the CRM market.

Salesforce.com is focusing on expanding its presence and operations across Europe by opening data centers.

Major contributors to the operating expenditure are marketing costs and research and development (R&D) expenses that leads to value added products and services development.

“Software” refers to computer program or data (bits and bytes stored), that can be stored electronically.