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Why Oracle Is Playing Both Defense And Offense With The Cloud
Friday, October 30, 2015 - 9:06am | 390Read More...Oracle Corporation (NYSE: ORCL) has seen a 9.43 percent increase in its share price over the past month, with the shares touching a high of 38.87 on October 28. MKM Partners’ Kevin Buttigieg has maintained a Neutral rating on the company, with a price target of $42. At its recent...
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Meet Tien Tzuo, The Man Helping Businesses Join The Subscription Revolution
Saturday, September 26, 2015 - 12:05pm | 1381Read More...Subscription-based services like Amazon.com, Inc. (NASDAQ: AMZN) Prime and Netflix, Inc. (NASDAQ: NFLX) have forced companies in every sector to re-examine their business models. Many of these companies have turned to Zuora for help. Co-founded by Tien Tzuo, Zuora makes it possible for...
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Everyone's Talking About Oracle
Thursday, September 17, 2015 - 4:04pm | 967Read More...Oracle Corporation (NYSE: ORCL) reported better-than-expected earnings for its first quarter on Wednesday, but sales fell short of expectations. At the same time, the company also issued forward-looking guidance that may have spooked investors, as shares were trading lower by more than 3 percent...
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BTIG Initiates Coverage Of Software Sector, Notes 'Early Innings Of Multi-Year Growth'
Friday, September 11, 2015 - 9:42am | 524Read More...Cloud computing is creating a "radical change" throughout technology, according to Joel Fishbein of BTIG. Fishbein added Enterprise software spending will outpace overall IT spending over the next five years Fishbein recommends buying a "handful" of tech companies,...
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Canaccord Remains Cautious On Box Following Q2 Print, Notes Company Several Quarters Away From Profitability
Thursday, September 10, 2015 - 9:43am | 441Read More...Shares of Box have fallen 25 percent since its highs in June.< Richard Davis Jr. of Canaccord maintained a Hold rating with a lower price target following the Q2 print. Davis stated the "chief knock" against Box is its negative cash flow and the company is several quarters...
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How The Street Is Playing Workday's Post-Earnings Decline
Thursday, August 27, 2015 - 11:45am | 932Read More...Shares of Workday Inc (NYSE: WDAY) were trading higher by more than 2 percent Thursday after the company reported mixed second-quarter results on Wednesday. Workday said that it lost $0.37 per share in the second quarter, which fell short of the $0.06 per share loss analysts were expecting. On...
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Here's What Trip Chowdhry Likes After The Market Selloff
Wednesday, August 26, 2015 - 4:00pm | 486Read More...Trip Chowdhry of Global Equities Research answered the top question on many investors' minds right now: What are the best companies to invest in with a 12 to 18 month time horizon? Chowdhry answered with several of his top picks, which consist of: Apple Inc. (NASDAQ: AAPL), Facebook Inc (NASDAQ:...
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Morgan Stanley Downgrades The Cloud: Cuts Western Digital, Seagate, QLogic & Aspeed
Thursday, July 23, 2015 - 9:56am | 667Read More...In a report published Wednesday, Morgan Stanley analyst Katy Huberty commented on the Cloud sector, noting the space is "cloudy with a chance of revisions." According to Huberty's research, the Cloud space is expected to experience a 20 percent growth rate in 2015, based on a...
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SAP's Mixed 2Q Earnings Explained: The Impact Of The Cloud
Tuesday, July 21, 2015 - 1:14pm | 365Read More...SAP SE (ADR) (NYSE: SAP) reported its second-quarter earnings on Tuesday. Although sales for the company in the quarter rose 20 percent year-over-year to approximately $5.4 billion, its operating profit margin declined to 28 percent majorly due to the cloud business. Luka Mucic, CFO of SAP, was...
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Cowen: Cloud Services Business Is Now A 'Two-Horse Race'
Tuesday, July 7, 2015 - 5:22pm | 425Read More...The Cowen TMT Team, led by analyst John Blackledge, recently released the results of the firm’s 2015 survey of 200 public cloud vendors. According to the survey results, the leaders in a crowded cloud space are already starting to stand out from the pack. The Numbers Amazon.com, Inc. (...
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Sidoti Initiates Coverage Of Virtusa, Notes Revenue Growth Rate Will Retreat
Tuesday, June 9, 2015 - 1:22pm | 306Read More...In a report published Tuesday, Sidoti & Company analyst Jairam Nathan initiated coverage of Virtusa Corporation (NASDAQ: VRTU) with a Neutral rating and $50 price target as management can do a better job in monetizing its clients. According to Nathan, Virtusa delivered a 23 percent compounded...
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Deutsche Bank Offers 3 Reasons To Buy Hewlett-Packard Shares
Friday, May 29, 2015 - 8:16am | 386Read More...In a report published Thursday, Deutsche Bank analyst Sherri Scribner offered three reasons why shares of Hewlett-Packard Company (NYSE: HPQ) remain "attractively valued" with catalysts this year that will boost shares higher. "Hewlett-Packard remains one of our favorite stocks...
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What To Expect From Hewlett-Packard's Earnings
Thursday, May 21, 2015 - 12:34pm | 593Read More...Hewlett-Packard Company (NYSE: HPQ) is scheduled to report its second quarter results after Thursday's market close. The Estimize consensus estimate (based on 41 estimates) is calling for the company to earn $0.88 per share on revenue of $25.962 billion. This compares to the Wall Street...
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Staggering Stats: The Sky's The Limit For The Cloud
Wednesday, May 20, 2015 - 2:18pm | 633Read More...There is no doubt cloud computing is the future of data storage. Big name tech companies like Amazon.com, Inc. (NASDAQ: AMZN), Salesforce.com, Inc. (NYSE: CRM), International Business Machines Corp. (NYSE: IBM), Microsoft Corporation (NASDAQ: MSFT) and Oracle Corp (NYSE: ORCL)...
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Amazon 'Overwhelming Leader' In Cloud Infrastructure
Wednesday, May 20, 2015 - 12:39pm | 388Read More...Amazon.com, Inc. (NASDAQ: AMZN)'s cloud infrastructure services is doing more than 10 times the capacity volume of 14 other providers covered in an annual survey. Infrastructure, along with software as a service and platform as a service, is generally placed among the three broad...














