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- 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
- 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
- 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
- Autodesk: Long-Term Hold
- Sramana Mitra submits: Leading 2D and 3D design software maker Autodesk ADSK announced its Q3 results last Thursday. The stock might have taken a beating Thursday to close at $16.82 and is now hovering around $13.17, but the company’s performance makes me remain bullish on it. Autodesk reported...
- External links 2008-11-24
- 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
- Salesforce.com Shows Strength
- Sramana Mitra submits: Salesforce.com (NYSE: CRM), the leading SaaS vendor, yet again, reported strong third quarter results on November 20 that beat Street estimates in an increasingly gloomy economic environment: yesterday the National Bureau of Economic Research officially declared that the U.S. has been in a recession since December...
- External links 2008-12-03
- Adobe Delivers Solid Results
- Sramana Mitra submits: On Tuesday, Adobe Systems Incorporated (NASDAQ: ADBE), the leading maker of creative applications, reported its Q4 and FY08 results. Its earnings matched the top end of the company’s lowered forecast from earlier this month. Q4 revenue grew less than 1% to $915.3 million. Net...
- External links 2008-12-18
- 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
- Paychex Reflects Dismal Broader Economic Outlook
- Sramana Mitra submits: Right before the holidays, on December 17, Paychex PAYX, the leading payroll and personnel services provider with annual revenue of $2.06 billion, reported second quarter earnings that fell below analyst expectations. But what is even more telling is the gloomy snapshot of the economy Paychex provides....
- External links 2009-01-09
- Outsourcing: View from Accenture
- Sramana Mitra submits: The New Year doesn’t seem to be bringing any cheer to the market. Although the $20 billion consulting giant, Accenture ACN, continued to beat the market’s expectations with its Q1 results, the company lowered its outlook for the coming year. Revenues of $6 billion...
- External links 2009-01-11
- Microsoft Needs Cleaning Up
- Sramana Mitra submits: Microsoft’s MSFT woes continued this quarter as was evident from their Q2 results announced yesterday see earnings call transcript. Q2 revenue of $16.6 billion recorded annual growth of only 1% and sequential growth of 10%. The market was looking for revenue of $17.1 billion. EPS...
- External links 2009-01-23
- Symantec Soars Amidst Sustained Market Strain
- Sramana Mitra submits: On January 28, Symantec (NASDAQ: SYMC), the world’s largest maker of security software, announced rather impressive Q3 results that sent its stock surging 6%. With revenue of $1.54 billion, the company reported growth of 1% over the previous year and met the Street’s revenue...
- External links 2009-02-04
- More SaaS: SuccessFactors Steady, Concur Cautious
- Sramana Mitra submits: On Tuesday, we saw how the SaaS sector is doing well, with RightNow RNOW achieving profitability and Omniture OMTR going strong. In this post, we’ll analyze the results of SuccessFactors and Concur. On Monday, SuccessFactors (NASDAQ: SFSF), a leading SaaS company for performance and talent...
- External links 2009-02-11
- ADP Reports Layoff Details
- Sramana Mitra submits: On February 4, in its latest ADP employment report, Automatic Data Processing, Inc. (NASDAQ: ADP) reported a loss of 522,000 jobs in the private sector. Then, on February 6, the U.S. Labor Department reported that nonfarm payrolls plunged 598,000 in January, the largest drop in 34...
- External links 2009-02-17
- Intuit Needs to Acquire Into SaaS
- Sramana Mitra submits: On Thursday, Intuit Inc. (NASDAQ: INTU), the tax preparation and small business accounting software maker with annual revenue of $3.1 billion, reported mixed second quarter results that beat earnings estimates. We recently looked at the latest U.S. employment statistics reported by ADP. Intuit is another company...
- External links 2009-02-22
- McAfee May Be Recession Proof
- Sramana Mitra submits: McAfee doesn’t seem to be terribly bothered by the recession. The Security software category should be relatively recession proof, and McAfee will continue to benefit from that. The company also has a good M&A track record, and in this market, with valuations compressed, it can pick...
- External links 2009-02-24
- VMWare Outperforms, Cisco Watching?
- Sramana Mitra submits: VMware (NYSE:VMW) kept up with its previous quarter’s performance of exceeding the market’s expectations in the recently announced Q4 results. Revenue of $515 million for the quarter exceeded the market’s expectations of $512 million, and reported 25% annual growth. EPS for the quarter of $0.36...
- External links 2009-02-25
- Oracle to Acquire Informatica in ?09?
- Sramana Mitra submits: The leading data integration enterprise, Informatica (NASDAQ:INFA), recently announced its Q4 results. Revenue of $124.4 million grew 9% over the year but fell short of the Street’s expectations of $127 million. During the quarter, license revenue grew a record 4% over the year and contributed 46%...
- External links 2009-02-26
- Autodesk Proceeding With Acquisitions
- Sramana Mitra submits: Autodesk’s ADSK stock has been tumbling since last year. The recently announced, better-than-expected Q4 results did not bring it any luck either. A pity because I am a huge fan of this company Q4 revenues of $490 million were higher than the Street’s estimated $484...
- External links 2009-03-08
- Sun Should Pursue Open Source Full Blast
- Sramana Mitra submits: Last year when Sun Microsystems (NASDAQ:JAVA) took over MySQL, I asked if it would get into open source applications. Sun’s Q2 revenues of $3.22 billion were in line with the market’s expectations even though they were down 10.9% over the year. However, EPS...
- External links 2009-03-18
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