SAP SE

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  • Adobe’s Digital Marketing segment is its strong pillar of growth
    Technology & Communications

    Adobe’s Digital Marketing segment is its strong pillar of growth

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

    By Anne Shields
  • uploads///Mkt cap
    Company & Industry Overviews

    Oracle’s Value Proposition: A Peer Comparison

    Oracle was trading at a forward EV-to-EBITDA multiple of ~8.6x on June 29, 2016.

    By Anne Shields
  • uploads///margin
    Earnings Report

    Hewlett-Packard’s Split: Margins and Bargaining Power

    Hewlett-Packard had significant bargaining power with chip makers—like Intel (INTC). It remains to be seen how the split will impact its bargaining power.

    By Anne Shields
  • uploads///mobile subscriptions
    Company & Industry Overviews

    Microsoft Responds to Expected Surge in Enterprise Mobile Apps

    The launch of PowerApps holds importance, as the enterprise mobile apps market is expected to surge significantly.

    By Anne Shields
  • uploads///IBM mkt cao
    Company & Industry Overviews

    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.

    By Anne Shields
  • uploads///services revenues
    Earnings Report

    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.

    By Anne Shields
  • uploads///SMART
    Company & Industry Overviews

    Apple May Debut 2017 iPhone with Much Larger Display

    Under pressure to impress consumers, Apple (AAPL) is reportedly working on radical designs for the iPhone 8, which could include a curved display.

    By Ruchi Gupta
  • uploads///analysts recommendations
    Company & Industry Overviews

    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.”

    By Anne Shields
  • uploads///GBS
    Earnings Report

    How Did IBM’s Global Business Services Perform in Fiscal 2Q15?

    In its fiscal 2Q15 earnings release, IBM stated that its customers are moving away from big on-premise ERP projects towards smaller projects.

    By Anne Shields
  • uploads///bcafefcaeffddbdeabdadce
    Macroeconomic Analysis

    Can European Indexes Rally in the Current Global Turmoil?

    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.

    By Sarah Sands
  • uploads///bigdata
    Technology & Communications

    Why “big data” and IoT are important to Intel’s growth

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

    By Anne Shields
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    Earnings Report

    Why HPE Is Optimistic about Long-Term Growth

    Hewlett Packard Enterprise (HPE) has introduced several products in the last few months, building a wide array of solutions.

    By Adam Rogers
  • uploads///gartner
    Earnings Report

    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.

    By Anne Shields
  • uploads///Performance of Societe Generale
    Macroeconomic Analysis

    Société Générale Fell 5.8% and Became FEZ’s Biggest Loser

    On Friday, January 15, 2016, Société Générale stock fell 5.8%, putting it at the bottom of the SPDR Euro STOXX 50 ETF (FEZ).

    By Sarah Sands
  • Technology & Communications

    Overview: The software industry landscape

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

    By Anne Shields
  • uploads///merger
    Technology & Communications

    SAP-Concur buyout is one of the largest deals in the tech space

    According to Dealogic, SAP’s (SAP) acquisition of Concur Technologies ranks among the top ten largest software deals. SAP acquired Concur Technologies for $8.3 billion. SAP paid $129 per share. It represents a 20% premium over Concur Technologies’ closing price on September 17.

    By Anne Shields
  • uploads///
    Company & Industry Overviews

    Understanding the Apple-General Electric Partnership

    In October, Apple and GE announced that they were teaming up to create industrial apps for mobile devices, specifically for Apple’s iPhone and iPad devices.

    By Ruchi Gupta
  • uploads///database ranking
    Earnings Report

    Oracle’s Database Cost Is Its Best Defense in Open Source Space

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

    By Anne Shields
  • uploads///layoffs
    Earnings Report

    Qualcomm Plans to Cut Costs and Lay Off 15% of Its Staff

    The technology industry has always taken the layoff route to reduce its costs. Employee costs form a significant part of the operating expenditure.

    By Anne Shields
  • uploads///
    Company & Industry Overviews

    Here’s What SAP Wants to Achieve with Its Restructuring

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

    By Ruchi Gupta
  • uploads///saleforce
    Company & Industry Overviews

    Are These Funds Plotting to Oust Salesforce CEO Marc Benioff?

    Several hedge funds known for their activist approaches to reforming the management of the companies they target have recently disclosed their holdings in Salesforce (CRM).

    By Ruchi Gupta
  • uploads///business network
    Consumer

    Cloud Margins for This SAP Segment Are Significantly High

    In fiscal 2Q16, within SAP Business Network segment, cloud subscriptions and support revenue grew by 21% in constant currency terms to $766 million.

    By Anne Shields
  • sap acqpngautocompresscformatandixlibphp
    Financials

    Must-know: Concur is the biggest acquisition in SAP’s history

    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.

    By Anne Shields
  • uploads///Logfire
    Technology & Communications

    Understanding Oracle’s LogFire Acquisition

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

    By Anne Shields
  • uploads///Datascience
    Miscellaneous

    Why Oracle Acquired DataScience.com

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

    By Anne Shields
  • uploads///acquisitions
    Earnings Report

    What are investors’ concerns with Oracle stock?

    Oracle has been implementing its acquisition strategy to gobble up cloud companies in order to access domain expertise and get entry into new markets.

    By Anne Shields
  • uploads///moving averages
    Company & Industry Overviews

    What Do Technical Indicators Say about Oracle’s Stock?

    As of June 8, 2016, Oracle’s stock has fallen 9% for the trailing-12-month period.

    By Anne Shields
  • Technology & Communications

    Microsoft releases 1Q15 earnings

    On October 23, 2014, Microsoft released its 1Q15 earnings. Although earnings per share (or EPS) did beat analysts’ expectations, it declined on a year-over-year basis.

    By Anne Shields
  • Technology & Communications

    SAP used the acquisitions route to join the growing cloud space

    To keep its momentum, SAP has increased its rate of acquisitions. It’s strategically shifting most of its staple applications on the cloud. SAP has a strategy to address its market. The market is expected to grow to $230 billion by 2015 through innovations and strategic acquisitions.

    By Anne Shields
  • uploads///BlackBerry Software contribution
    Earnings Report

    BlackBerry Faces Pricing Pressure for Its EMM Solution

    One reason for BlackBerry’s software business revenue fall could be the pricing pressure that it faces for its Enterprise Mobility Management solution.

    By Puneet Sikka
  • uploads///adobe results
    Technology & Communications

    Adobe’s Q2 Earnings Soared on Pandemic-Led Demand

    Adobe reported mixed results in the second quarter. Although the EPS beat analysts’ consensus expectation, the sales missed the estimates.

    By Ambrish Shah
  • uploads///Alphabet earnings
    Technology & Communications

    5 Things We Learned from Alphabet’s Earnings Report

    Alphabet reported revenue of $46.1 billion for the fourth quarter, which fell below the consensus estimate of $46.9 billion in its latest earnings.

    By Ruchi Gupta
  • uploads///Google Looker
    Technology & Communications

    Why the Google-Looker Deal May Not Close This Year

    When Google (GOOGL) announced its acquisition of Looker in June, it said it expected to close the transaction by year-end.

    By Ruchi Gupta
  • Consumer

    Why IBM’s deal with Apple could impact other players

    IBM (IBM) and Apple’s (AAPL) partnership wants to bring enterprise mobility into the mainstream. It will benefit all of the players in the space.

    By Anne Shields
  • uploads///Google cloud
    Consumer

    Google Wins Big Client after Taking SAP, Oracle Veterans

    Google has won a chunk of Vodafone’s cloud computing business. Vodafone is the world’s second-largest mobile operator by subscribers after China Mobile.

    By Ruchi Gupta
  • uploads///Part
    Consumer

    Under Armour Partners with IBM and SAP to Widen Connected Fitness Potential

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

    By Phalguni Soni
  • uploads///Google cloud CloudSimple
    Company & Industry Overviews

    Could CloudSimple Help Google Overtake Microsoft?

    Google (GOOGL) has acquired CloudSimple in its latest move to bolster its cloud computing business and catch up to Microsoft (MSFT).

    By Ruchi Gupta
  • uploads///INFA products
    Technology & Communications

    Informatica: A market leader in data integration and data quality

    Informatica Data Exchange products offer technology infrastructure for multi-enterprise data integration, partner management, and business-event monitoring.

    By Samantha Nielson
  • uploads///Research development
    Technology & Communications

    Why Oracle Continues to Be the Undisputed Leader of the DBMS Space

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

    By Anne Shields
  • Technology & Communications

    Why “Application software” is important in the software industry

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

    By Anne Shields
  • Technology & Communications

    Why Salesforce shares fell after earnings despite revenue growth

    Shares plunged at the end of February despite Salesforce beating Street estimates with its results for the fiscal fourth quarter ended January 31, 2014.

    By Samantha Nielson
  • Technology & Communications

    A must-know overview of the cloud computing business

    There’s so much information available on the Internet about the cloud that you might be confused as to what exactly the cloud is and how it affects the tech sector.

    By Anne Shields
  • Technology & Communications

    Must-know: An overview of SAP’s 2Q14 earnings

    In 2Q14, SAP reported that its revenues and operating profits grew by 2% and 4% compared to 2Q13. In the half year ending 2014 and in 2Q14, SAP reported revenues that grew over 6% and 5% to reach 7.85 billion Euros and 4.15 billion Euros, respectively. It missed the analysts’ estimates by 70 million Euros.

    By Anne Shields
  • uploads///Microsoft
    Company & Industry Overviews

    Microsoft Deepens Ties with SAP: Is Amazon Listening?

    On October 20, SAP (SAP) and Microsoft (MSFT) revealed their three-year cloud partnership. This partnership would be called Embrace.

    By Namrata Sen Chanda
  • uploads///Google Microsoft
    Company & Industry Overviews

    Google Recruits Microsoft Exec to Best It in the Cloud

    Google has set a high target for its cloud computing business. It wants the unit to grow rapidly and surpass Microsoft in the global cloud market.

    By Ruchi Gupta
  • uploads///Google cloud
    Company & Industry Overviews

    Google Cloud Unit Hired Another SAP Executive

    Google’s (GOOGL) cloud computing unit is beginning to look like a mini SAP (SAP). In the latest move, Google hired SAP veteran Brigette McInnis-Day.

    By Ruchi Gupta
  • uploads///Google cloud
    Company & Industry Overviews

    Google’s Cloud Revenue Could Hit $38 Billion by 2025

    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.

    By Ruchi Gupta
  • uploads///Google cloud
    Company & Industry Overviews

    Google Cloud Bets $3.3 Billion More: Huge Opportunity

    Google Cloud plans to spend $3.3 billion more to expand its data center presence across Europe over the next two years, competing with Amazon and Microsoft.

    By Ruchi Gupta
  • uploads///AMAZON
    Company & Industry Overviews

    Amazon Leads Market, Loses Cloud Shares

    Amazon (AMZN) leads the IaaS Public Cloud Services market. Research firm Gartner estimated Amazon’s share at 47.8% at the end of 2018.

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

    Accenture Bets on Acquisitions to Secure Its Future

    Accenture’s revenue increased 7.0% YoY to $10.6 billion in the first quarter of fiscal 2019.

    By Ruchi Gupta
  • uploads///Selling cloud services to enterprise customers
    Company & Industry Overviews

    What Google Is Seeking from Pacts with Informatica, SAP, and ACN

    In addition to their massive infrastructure capacity, the other reason Amazon and Microsoft are far ahead of the competition in the cloud computing market is that they excel in the business of providing cloud services to enterprise customers.

    By Neha Gupta
  • uploads///
    Company & Industry Overviews

    Apple and SAP Expand iPhone Business Apps Pact

    Apple (AAPL) and German business software company SAP SE (SAP) are taking their enterprise mobility partnership to a new level.

    By Ruchi Gupta
  • uploads///
    Company & Industry Overviews

    Autodesk Bolsters Its Customer Outreach with a Software Showroom

    Autodesk (ADSK) spends a big chunk of its revenue on marketing its products.

    By Ruchi Gupta
  • uploads///Microsoft
    Company & Industry Overviews

    Why Microsoft Put Its Money in nsKnox

    Through its investment arm, M12, Microsoft (MSFT) has led a funding round that has raised $15 million for nsKnox, a startup aiming to make corporate payments more secure.

    By Ruchi Gupta
  • uploads///Latest on enterprise software
    Company & Industry Overviews

    Is the US Government Shutdown Hurting Microsoft?

    Speaking on CNBC, Microsoft’s chief legal officer said that the current partial shutdown of the US government isn’t good for business.

    By Ruchi Gupta
  • uploads///Enterprise
    Company & Industry Overviews

    The Future Looks Bright for Microsoft’s HoloLens Product

    Microsoft bested over two dozen competitors to clinch a large Pentagon contract for the supply of augmented reality systems.

    By Ruchi Gupta
  • uploads///Oracle Revenue Growth Rate
    Company & Industry Overviews

    Why Oracle Considers the AT&T Deal One of the Biggest

    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.

    By Puneet Sikka
  • uploads///ERP Players
    Company & Industry Overviews

    Why Oracle Believes It Is the Number One ERP Cloud Player

    SAP (SAP) continues to be the largest player in the ERP market with revenue of over $7 billion in 2017. Oracle is another top player.

    By Puneet Sikka
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    Company & Industry Overviews

    What’s Underpinning SAP’s Confidence?

    SAP SE (SAP) raised its 2018 guidance for revenue and profit based on the strength of its cloud business.

    By Ruchi Gupta
  • uploads///Microsoft IBM Intel
    Company & Industry Overviews

    Microsoft Sues over Software Piracy

    Microsoft is suing a Texas man who it says is a central figure in the distribution of Windows and Office software that violates its copyright.

    By Ruchi Gupta
  • uploads///ADBE REV
    Company & Industry Overviews

    A Closer Look at Adobe’s Latest

    Adobe’s (ADBE) revenue rose at a four-year CAGR (compound annual growth rate) of 16% to $7.3 billion in fiscal 2017.

    By Amanda Lawrence
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    Company & Industry Overviews

    Autodesk: What’s Next after Cloud Transition?

    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.

    By Ruchi Gupta
  • uploads///Software Applications
    Company & Industry Overviews

    Why Israel Is Terminating Its Microsoft Software Contracts

    Israel plans to end some software licensing agreements with Microsoft (MSFT) this year. Israel spends ~$27 million per year on software.

    By Ruchi Gupta
  • uploads///amazon acquisitions
    Consumer

    A Look at Amazon’s Acquisition Strategy

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

    By Anne Shields
  • uploads///magento
    Miscellaneous

    Why Adobe Acquired Magento

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

    By Anne Shields
  • uploads///business _
    Miscellaneous

    Why SAP Acquired Coresystems

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

    By Anne Shields
  • uploads///gartner
    Company & Industry Overviews

    How Markets Feel about Oracle’s Autonomous Database Technology

    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.

    By Anne Shields
  • uploads///application software
    Company & Industry Overviews

    How Adobe Is Positioned in the Application Software Space

    On March 13, 2018, SAP (SAP) with a market cap of $132.2 billion was the world’s largest player by market capitalization in the software space, followed by Adobe and ServiceNow (NOW)

    By Anne Shields
  • uploads///CPQ
    Company & Industry Overviews

    Oracle’s Position in Configure, Price, and Quote Application Suites

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

    By Anne Shields
  • uploads///technical
    Company & Industry Overviews

    What Technical Indicators Say about Microsoft Stock?

    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.

    By Anne Shields
  • uploads///technical
    Company & Industry Overviews

    What Technical Indicators Say about Oracle Stock

    Oracle shareholder returns and stock trends So far in this series, we’ve discussed expectations from Oracle’s fiscal 3Q18 earnings and its position in the competitive cloud space. Let’s take a look at Oracle’s (ORCL) technical indicators, as they help us make market entry and exit decisions in the stock. On February 28, 2018, Oracle stock […]

    By Anne Shields
  • uploads///sales of devices with alexa
    Company & Industry Overviews

    Amazon’s Alexa Could Have Large Growth Prospects in Offices

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

    By Sophia Nicholson
  • uploads///technical indicator
    Company & Industry Overviews

    What Oracle’s Technical Indicators Are Telling Us about the Stock

    As of December 12, 2017, Oracle (ORCL) stock has risen 24% and 30.7% in the trailing 12-month period and YTD (year-to-date), respectively.

    By Anne Shields
  • uploads///Chatapps popularity
    Company & Industry Overviews

    Why Did Oracle Partner with Slack?

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

    By Anne Shields
  • uploads///market cap
    Company & Industry Overviews

    Oracle’s Value Proposition in the Software Space

    Oracle’s scale in the software space So far in this series, we’ve discussed Oracle’s (ORCL) fiscal 1Q18 earnings results as well as the company’s consistent foray into the rapidly growing and competitive cloud space. We also discussed Oracle stock’s technical indicators and compared them with its peers. On September 19, 2017, Microsoft (MSFT), with a […]

    By Anne Shields
  • uploads///analysts opinion
    Technology & Communications

    How Wall Street Analysts View Oracle Stock

    Of the 35 analyst recommendations for Oracle’s stock, only one was a “sell” recommendation. More than 70% were “buy,” and the remainder were “hold” recommendations.

    By Anne Shields
  • uploads///cloud
    Company & Industry Overviews

    How Cloud Revenues Could Affect Oracle’s Fiscal 1Q18 Results

    In fiscal 4Q17, Oracle’s cloud business contributed 13% to the company’s top line, up from 8.0% in fiscal 4Q16.

    By Anne Shields
  • uploads///MKT CAP
    Company & Industry Overviews

    Gauging IBM’s Value Proposition in the US Software Space

    As of July 26, Microsoft (MSFT) is still the largest software player by market capitalization globally. It’s followed by Oracle (ORCL) and IBM (IBM).

    By Anne Shields
  • uploads///Mkt cap
    Company & Industry Overviews

    Understanding Microsoft’s Value Proposition in the US Software Space

    Microsoft’s forward annual dividend yield was ~2.1% on July 18, 2017, lower than IBM’s forward dividend yield of ~3.9% but higher than Oracle’s forward dividend yield of ~1.5%.

    By Anne Shields
  • uploads///Salesforces Revenues Have Seen Robust Growth over the Years
    Real Insights

    How Salesforce Gained Its Moat

    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.

    By VanEck
  • uploads///salesforce analyst recommendation
    Miscellaneous

    How Analysts View Salesforce Stock: 91% Recommend a ‘Buy’

    The Wall Street consensus target price for Salesforce was $96.93 per share on May 15, 2017.

    By Anne Shields
  • uploads///g suite  percent
    Company & Industry Overviews

    Could Google Threaten Microsoft’s Dominance in the Collaboration Space?

    Google’s record growth in SaaS space suggests that its rapid growth could pose a threat to Microsoft’s dominance in the collaboration sector.

    By Anne Shields
  • uploads///erp offerings
    Earnings Report

    Oracle’s ERP Cloud Posts Triple-Digit Growth in Fiscal 3Q17

    Oracle (ORCL) noted that 564 new customers had selected its ERP offerings (excluding NetSuite), 120 of which were expansions.

    By Anne Shields
  • uploads///SAAS
    Earnings Report

    How NetSuite Enabled Oracle’s Dominance in the ERP Space

    Oracle’s (ORCL) better-than-expected Cloud revenues, driven by SaaS and PaaS, indicate that NetSuite’s addition to Oracle could be a profitable move.

    By Anne Shields
  • uploads///Germanys GDP Rising Slowly
    Company & Industry Overviews

    What’s Driving Germany’s Economic Growth?

    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.

    By Mary Sadler
  • uploads///Mkt cap
    Company & Industry Overviews

    IBM’s Value Proposition in the US Software Space

    IBM’s scale in the systems software space Now that we’ve discussed IBM’s (IBM) fiscal 4Q16 results, and plans to report growth in 2017, let’s look at its value proposition among US software companies. As of February 27, 2017, Microsoft (MSFT) was the largest software player by market capitalization globally, followed by Oracle (ORCL). IBM placed third […]

    By Anne Shields
  • uploads///Mkt cap
    Company & Industry Overviews

    IBM’s Value Proposition in the US Software Space

    IBM’s scale in the systems software space Now that we’ve discussed IBM’s (IBM) plans and initiatives to report growth in 2017, let’s look at its value proposition among other software companies in the United States. As of January 7, 2017, Microsoft (MSFT) was the largest software player by market capitalization globally, followed by Oracle (ORCL). […]

    By Anne Shields
  • uploads///HCI
    Earnings Report

    Why VMware Is Focused on Hyper-Converged Infrastructure

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

    By Anne Shields
  • uploads///Mkt cap
    Company & Industry Overviews

    Understanding IBM’s Value Proposition in the US Software Space

    Despite 3Q16 being the company’s 18th consecutive quarter with no revenue growth, IBM’s Strategic Imperatives segment continued to post growth in 3Q16.

    By Anne Shields
  • uploads///Mkt cap
    Company & Industry Overviews

    What Is Salesforce’s Value Proposition in the Software Space?

    Salesforce was trading at a forward EV-to-EBITDA ratio of ~24.1x on November 9—higher than Microsoft’s ~10.5x, SAP’s ~12.6x, and Oracle’s ~8.2x.

    By Anne Shields
  • Company & Industry Overviews

    The Discretionary and Healthcare Sectors Dented AEDAX in 2016

    Although the industrials sector has done well for AEDAX, the remaining top three invested sectors have been quite substantial negative contributors—especially the consumer discretionary sector.

    By David Ashworth
  • uploads///moving averages
    Company & Industry Overviews

    What Do Technical Indicators Say about Microsoft Stock?

    As of October 13, 2016, Microsoft (MSFT) stock has risen 21.4% for the trailing 12-month period. It has fallen 0.7% in the trailing one month and 1.4% in the trailing five days.

    By Anne Shields
  • uploads///analysts recommendations
    Company & Industry Overviews

    What Do Analysts Recommend for IBM Stock?

    Of the 28 analyst recommendations on IBM stock, 64% were “hold” as of October 6, 2016, 25% were “buy,” and 11% were “sell.”

    By Anne Shields
  • uploads///document cloud
    Earnings Report

    How Adobe’s Document Cloud Contributed to Its Fiscal 3Q16 Results

    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 […]

    By Anne Shields
  • uploads///Series  A
    Company & Industry Overviews

    How Broadcom Plans to Achieve Its Target Profit Margins

    Broadcom’s target is to sustain mid-single digit revenue growth percentage-wise at a gross margin of more than 60% and an operating margin of more than 40%.

    By Puja Tayal
  • uploads///Mkt cap
    Company & Industry Overviews

    What Is Salesforce’s Value Proposition in the Software Space?

    As of September 2, 2016, Microsoft (MSFT) continued to be the largest player by market capitalization in the global software space.

    By Anne Shields
  • Company & Industry Overviews

    Want to Know Why DISAX Has Done Well Year-to-Date?

    DISAX has had an excellent 2016 as of August’s end, coming in second among the 12 funds chosen for this review.

    By David Ashworth
  • uploads///Mkt cap
    Company & Industry Overviews

    What Is Salesforce’s Value Proposition in the Software Space?

    Salesforce was trading at a forward EV-to-EBITDA multiple of ~23.4x on August 22, 2016.

    By Anne Shields
  • uploads///SaaS
    Earnings Report

    Does BeyondCore Complement Salesforce’s Demandware Acquisition?

    In June 2016, Salesforce announced its largest acquisition ever, that of Demandware for $2.8 billion.

    By Anne Shields
  • uploads///Mkt cap
    Company & Industry Overviews

    How Does SAP Stack up in the Global Software Space?

    As of July 28, 2016, Microsoft was the largest player by market capitalization in the software space, followed by Oracle, IBM, SAP, and Salesforce.

    By Anne Shields
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