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- Nokia Slows
- Sramana Mitra submits: While Apple AAPL had a great quarter, Nokia NOK lost market share and reported a disappointing quarter last week. The loss in market share follows its decision not to match aggressive pricing from its competitors at the cost of profitability. While market share slid to 38%...
- External links 2008-10-24
- Amazon: International Strategy?
- Sramana Mitra submits: The economic recession is hitting retail stocks worldwide. The recent announcement of Amazon’s AMZN results did not bring much cheer to the market either. Their revenues of $4.3 billion for the quarter were in line with the market’s expectations, and recorded a 30% increase...
- External links 2008-10-24
- Microsoft?s View Of Recession
- Sramana Mitra submits: The IT giant Microsoft MSFT isn’t safe from the damage caused by worsening economic conditions, as was evident from its Q1 results last week. Revenue for the quarter stood at $15.1 billion, growing 9% over the year and exceeding the market’s expectations of $14.8 billion. Sequentially,...
- External links 2008-10-28
- Strong Results From VMware and EMC Corp.
- Sramana Mitra submits: Until the last quarter, VMware VMW was facing trouble. In these times when most companies are reporting rather depressing results, both VMW and its parent company, EMC’s results were a pleasant surprise. VMWare’s Revenues for the quarter of $472 million exceeded the market’s expectations of...
- External links 2008-10-31
Additional Resources
- More SaaS: Concur, Taleo and RightNow
- Sramana Mitra submits: Concur CNQR, the expense management software maker, released its earnings for the second quarter of 2008. Subscription revenue growth was the main driving force behind its robust earnings. The company posted a net income of $4.5 million or $0.09 a share, compared with $1.8 million or $0.04...
- External links 2008-08-08
- Wireless Carriers: Sprint and T-Mobile
- Sramana Mitra submits: On August 6, Sprint Nextel Corp. (NYSE: S) reported second quarter results that beat analyst estimates. The new CEO, Dan Hesse, has put in place a turnaround plan for improving customer experience, building the Sprint brand, and increasing profitability. The plan is already showing results: the...
- External links 2008-08-12
- Dell Targets India
- Sramana Mitra submits: Dell DELL and rival HP HPQ continue to jockey over market share. As per the market intelligence firm IDC, Dell increased its market share from 15.5% last quarter to 16.4% versus HP’s 18.9%. It has grown 21.4% y-o-y compared with the industry growth rate of 15.3%....
- External links 2008-08-31
- Newspaper Stocks: New York Times Company, Gannett and McClatchy
- Sramana Mitra submits: U.S. newspaper stocks have been facing the brunt of worsening economic conditions and the attack from digital media. The main sources of their revenues - vertical classifieds - have steadily been moving online. Their response should be to invest in and acquire online verticals, which has...
- External links 2008-08-26
- Optical Components Overview: Finisar and JDS Uniphase Corp.
- Sramana Mitra submits: On September 8, optical component manufacturer Finisar FNSR reported strong first quarter results that beat market expectations. It also reported preliminary fourth quarter results for optical subsystems designer and manufacturer Optium, with which it closed its merger on August 29. Revenue increased 21.7% y-o-y and 6.4%...
- External links 2008-09-14
- 3Com Reports Strong Quarter
- Sramana Mitra submits: On Monday, 3Com Corporation (NASDAQ: COMS) reported strong first quarter results that not only beat all estimates but also were a sign of significant turnaround progress. It was the first time since 2000 that 3Com has reported quarterly GAAP profit. 3Com attributed the profit to higher sales, lower...
- External links 2008-09-24
- Qualcomm Quite Cheap
- Sramana Mitra submits: On Thursday, Qualcomm (Nasdaq: QCOM), which tops my Top 10 Semiconductor Stocks list, reported mixed fourth quarter and fiscal year 2008 results. Q4 revenue grew 45% y-o-y and 21% q-o-q to $3.33 billion and included the $560 million in licensing and royalty revenues received from Nokia...
- External links 2008-11-09
- Online Travel: Expedia, Priceline and Orbitz
- Sramana Mitra submits: The three key online travel companies are going through a rough patch following their recent quarterly earnings reports. Expedia Inc EXPE, the world’s largest online travel agency, announced its Q2 earnings at the end of July. Revenues of $795 million beat the market’s expectations...
- External links 2008-08-08
- IBM Unintimidated
- Sramana Mitra submits: There is some good news amidst this bloodbath. IBM IBM is second on my recent list of Top 10 Outsourcing Stocks and its recent earnings show why. Despite the tough market, the company had a strong quarter. IBM had grown stronger in the face of the...
- External links 2008-10-21
- Oracle Will Shop SaaS in 2009
- Sramana Mitra submits: Oracle (NASDAQ:ORCL) reported its Q209 results on December 18. Revenue was up 6% to $5.6 billion, missing analyst estimates of $5.84 billion. However, as the company cut costs aggressively across the board, non-GAAP EPS of $0.34 met analyst estimates for earnings. Operating margin improved 166 basis...
- External links 2008-12-23
- J. Crew: One-Upping the Gap in Quality, Style, and Agility
- With savvy PR and an agile product line, J. Crew has snagged a good chunk of the Gap's market — and even its CEO. Giant: The Gap Shadow Success: J. Crew The Gap market cap: $11.7 billion; revenues: $14.2 billion J. Crew market...
- Articles 2009-06-10
- Semiconductor IP Players: InterDitigal and Tessera
- Sramana Mitra submits: InterDigital, Inc. (NASDAQ:IDCC) reported a strong second quarter on August 6. Added to the positive news in two major cases, its shares soared to a 52-week high of $28 on July 31. InterDigital is a top five beneficiary of the 3G iPhone, as its licensing technology...
- External links 2008-08-10
- Comcast Pursues Roll-Up Strategy
- Sramana Mitra submits: Comcast CMCSA has been managing to beat the economic downturn. Its quarterly performance and the rising stock price are indicative of the company’s execution strength. Q2 revenues of $8.6 billion were in line with the market’s expectations and increased 11% over the year. Sequentially, revenues...
- External links 2008-08-28
- SaaS Acquisitions Recommended for ADP and Intuit
- Sramana Mitra submits: In a recent Automatic Data Processing ADP National Employment report, ADP reported a drop of 157,000 jobs, the biggest decline the company has seen since November 2002. With the economic slump becoming more severe, job cuts have spread from automakers, financial and housing-related companies to retailers...
- External links 2008-11-25
- Why Google Needs to Tighten Up
- Sramana Mitra submits: Google’s GOOG Q4 earnings, reported yesterday, exceeded market expectations. Revenue of $5.7 billion grew 18% over the year and 4% sequentially. EPS of $5.10 represented 15% annual growth and 4% quarterly growth. The market was expecting revenue of $5.6 billion and EPS of $4.95. Profits, however,...
- External links 2009-01-23
- SAP Tightening Up
- Sramana Mitra submits: SAP AG’s SAP results reveal that compared with the last quarter, when it seemed to be going strong, the company has become yet another giant to be affected by the global economic crisis. Its shares fell almost 50% in a month as the crisis worsened. On Tuesday,...
- External links 2008-10-30
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