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Sunday, June 18, 2017

Can Oracle Reverse Its Earnings Downtrend?

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Oracle reports QE May 2017 financial results on June 21




Summary
  • Earnings estimates are an average of $0.78 per share by the analysts and $0.80 by Oracle management. This is a -3.7% and -1.2% YoY decrease, respectively.
  • A small YoY decrease in revenues (-1.4%) is projected by the analysts from $10.60 billion to $10.45 billion.
  • ORCL stock has been in a long-term uptrend and is up about 17+% for both 2017 YTD and the past 12 months.




Read more analysis and see the financial charts at Seeking Alpha!


About Oracle

Oracle offers a comprehensive and fully integrated stack of cloud applications and platform services. For more information about Oracle (NYSE: ORCL), visit www.oracle.com/investor or contact Investor Relations at investor_us@oracle.com or (650) 506-4073.


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Amazing Adobe Expected To Report Record Earnings

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Adobe reports QE May 2017 financial results on June 20




Summary
  • Earnings estimates are an average of $0.95 per share by the analysts and $0.94 by Adobe management. This is a strong +34% and +32% YoY, respectively.
  • Both the analysts and management estimate total revenues of $1.73 billion, a YoY increase of +24%.
  • ADBE stock has been in a lengthy long-term uptrend and is up about +34% YTD 2017 and +42% for the past 12 months.




Read more analysis and see the financial charts at Seeking Alpha!


About Adobe

Adobe is changing the world through digital experiences. For more information, visit www.adobe.com.


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A Trillion-Dollar Boost: Salesforce Releases New Research on the Economic Impact of Artificial Intelligence on CRM

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By 2021, AI-powered CRM activities could increase global business revenues by $1.1 trillion and create 800,000 net-new jobs, according to predictions in new study. Salesforce customers are estimated to account for $293 billion of this revenue and more than 155,000 of the net-new jobs by 2021. The global market for AI in CRM is estimated to jump from $7.9 billion in 2016 to $46.3 billion by 2021.


A Trillion-Dollar Boost: Salesforce Releases New Research on the Economic Impact of Artificial Intelligence on CRM


Summary

SAN FRANCISCO, June 14, 2017 /PRNewswire/ -- Salesforce [NYSE: CRM], the global leader in CRM, today announced new research from IDC detailing the economic impact of artificial intelligence (AI) on CRM. AI-powered CRM activities will drive new efficiencies in how companies sell, service, and market, ultimately expected to create more than $1.1 trillion in new GDP impact worldwide and 800,000 net-new jobs by 2021 - surpassing those lost to automation.

AI has impacted nearly every aspect of our consumer lives, redefining how we engage with technology and each other. With the convergence of increased computing power, big data and breakthroughs in machine learning, AI is also poised to transform how people work. While some researchers predict automation driven by AI could impact 49 percent of job activities and eliminate around 5 percent of jobs,1 new data from IDC suggests AI could also augment and increase the productivity of employees, specifically in CRM-related fields. From predictive sales lead scoring to service chatbots to personalized marketing campaigns, AI could provide every employee with tools to be more productive and provide smarter, more personalized customer experiences.

According to the new IDC White Paper, commissioned by Salesforce,2 2018 will be a landmark year for AI adoption. More than 40 percent of companies said they will adopt AI within the next two years. In fact, by 2018, IDC forecasts that 75 percent of enterprise and ISV development will include AI or machine-learning functionality in at least one application. AI-powered CRM activities will cover a large spectrum of use cases and touch almost all facets of an enterprise, including accelerating sales cycles, improving lead generation and qualification, personalizing marketing campaigns and lowering costs of support calls."

"AI is impacting all sectors of the economy and every business. For the CRM market—the fastest-growing category in enterprise software - the impact of AI will be profound, ushering in new levels of productivity for employees and empowering companies to drive even better experiences for their customers," said Keith Block, vice chairman, president and COO, Salesforce. "For companies embracing AI, it's critical that they create new workforce development programs to ensure employees are prepared for this next wave of innovation."

Read more at the Salesforce website!


About Salesforce

Salesforce, the world’s #1 CRM company and the Intelligent Customer Success Platform, empowers companies to connect with their customers in a whole new way. Salesforce has headquarters in San Francisco, with offices in Europe and Asia, and trades on the New York Stock Exchange under the ticker symbol "CRM." For more information about Salesforce, visit: www.salesforce.com.


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Saturday, June 17, 2017

Intel Named to DARPA Project Focused on Machine Learning and Artificial Intelligence

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Extracting Insight from the Data Deluge Is a Hard-to-Do Must-Do


Intel Named to DARPA Project Focused on Machine Learning and Artificial Intelligence


Summary

SANTA CLARA, Calif., June 5, 2017 - Intel has been selected by DARPA, a U.S. Department of Defense agency, to collaborate on the development of a powerful new data-handling and computing platform that will leverage machine learning and other artificial intelligence (AI) techniques.

The notion of Big Data emerges from the observation that 90 percent of the data available today has been created in just the past two years. From devices at the edge to large data centers crunching everything from corporate clouds to future energy technology simulations, the world is awash in data – being stored, indexed and accessed.
DARPA’s Microsystems Technology Office created the Hierarchical Identify Verify & Exploit (HIVE) program to develop new technologies to realize 1,000x performance-per-watt gains in the ability to handle graph analytics.

Read more at the Intel website!

Extracting Insight from the Data Deluge Is a Hard-to-Do Must-Do (DARPA)

About Intel

Intel (NASDAQ: INTC) expands the boundaries of technology to make the most amazing experiences possible. Information about Intel can be found at newsroom.intel.com and intel.com.


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Thursday, June 8, 2017

Cisco Visual Networking Index Predicts Global Annual IP Traffic to Exceed Three Zettabytes by 2021

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IoT applications will represent more than 50 Percent of global devices and connections by 2021


Cisco Visual Networking Index Predicts Global Annual IP Traffic to Exceed Three Zettabytes by 2021


Summary

SAN JOSE, CA -- (Marketwired) -- 06/08/17 -- Cisco (NASDAQ: CSCO) -- Over the next five years (2016 - 2021), global digital transformation will continue to have a significant impact on the demands and requirements of IP networks according to today's release of the Cisco Visual Networking Index™ (VNI) Complete Forecast. Top-level indicators include the projected increase in Internet users -- from 3.3 to 4.6 billion or 58 percent of the global population1, greater adoption of personal devices and machine-to-machine (M2M) connections -- from 17.1 billion to 27.1 billion from 2016 - 2021, average broadband speed advances -- from 27.5 Mbps to 53.0 Mbps, and more video viewing -- from 73 percent to 82 percent of total IP traffic. Over the forecast period, global IP traffic is expected to increase three-fold reaching an annual run rate of 3.3 zettabytes by 2021, up from an annual run rate of 1.2 zettabytes in 2016.

For the first time in the 12 years of the forecast, M2M connections that support Internet of Things (IoT) applications are calculated to be more than half of the total 27.1 billion devices and connections and will account for five percent of global IP traffic by 2021. IoT innovations in connected home, connected healthcare, smart cars/transportation and a host of other next-generation M2M services are driving this incremental growth -- a 2.4-fold increase from 5.8 billion in 2016 to 13.7 billion by 2021. With the rise of connected applications such as health monitors, medicine dispensers, and first-responder connectivity, the health vertical will be fastest-growing industry segment (30 percent CAGR). The connected car and connected cities applications will have the second-fastest growth (29 percent CAGRs respectively).

Video will continue to dominate IP traffic and overall Internet traffic growth -- representing 80 percent of all Internet traffic by 2021, up from 67 percent in 2016. Globally, there will be nearly 1.9 billion Internet video users (excluding mobile-only) by 2021, up from 1.4 billion in 2016. The world will reach three trillion Internet video minutes per month by 2021, which is five million years of video per month, or about one million video minutes every second.x

Read more at the Cisco website!


About Cisco Systems

Cisco (NASDAQ: CSCO) is the worldwide technology leader that has been making the Internet work since 1984. Our people, products and partners help society securely connect and seize tomorrow's digital opportunity today. Discover more at thenetwork.cisco.com and follow us on Twitter at @Cisco.


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Salesforce Data Management Platform Named a Leader

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Salesforce achieved highest score among all reviewed vendors in strategy and market presence categories


Salesforce Data Management Platform Named a Leader by Independent Research Firm


Summary

SAN FRANCISCO, June 5, 2017 /PRNewswire/ -- Salesforce (NYSE: CRM), the global leader in CRM, today announced the Salesforce Data Management Platform (DMP) was named a leader by Forrester Research in its report The Forrester Wave™: Data Management Platforms, Q2 2017. The report evaluated 11 vendors based on 35 criteria, including current offering, strategy and market presence.

Salesforce received the highest possible scores among all reviewed vendors for the strategy and market presence categories. The report states that Salesforce DMP "approaches data management differently from other DMPs: Rather than algorithmically deriving insights from aggregated data, Salesforce DMP ingests raw data and applies machine learning to allow insights to bubble up, eliminating the inherent biases that algorithms entail...The company's approach works, as one client said: 'Over 85% of our traffic comes from in-app mobile sources. Salesforce DMP has been able to manage our user identify issues, providing deep matches to second- and third-party data sources and addressing a broad range of design needs.' Surveyed customers gave Salesforce DMP high praise for change management, segment creation and management, data security and leakage prevention, flexibility and usability of the user interface, privacy capabilities, cost, and overall flexibility."

Read more at the Salesforce website!


About Salesforce

Salesforce, the world’s #1 CRM company and the Intelligent Customer Success Platform, empowers companies to connect with their customers in a whole new way. Salesforce has headquarters in San Francisco, with offices in Europe and Asia, and trades on the New York Stock Exchange under the ticker symbol "CRM." For more information about Salesforce, visit: www.salesforce.com.


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Dell Technologies Revenues and Earnings Down

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Dell Technologies reported QE April 2017 financial results on June 8


Dell Technologies Revenues and Earnings Down


Summary
  • Dell Technologies is a privately held company, but reports publicly due to public debt and related SEC requirements.
  • Dell Technologies has two tracking stocks (DVMT, SCWX) for its ownership in VMware and SecureWorks, respectively.
  • Therefore, overall financial performance and position are not represented by a "Dell Technologies stock" in the stock market.

Below are the charts for both GAAP and Non-GAAP financial performance (in millions $).

GAAP net revenues ($17.8B), gross profit ($4.3B), operating loss (-$1.5B), net loss (-$1.4B):




Non-GAAP net revenues ($18.2B), gross profit ($5.6B), operating earnings ($1.2B), net earnings from continuing operations ($581M).




About Dell Technologies

Dell Technologies is a unique family of businesses that provides the essential infrastructure for organizations to build their digital future, transform IT and protect their most important asset, information. The company services customers of all sizes across 180 countries – ranging from 98 percent of the Fortune 500 to individual consumers – with the industry's most comprehensive and innovative portfolio from the edge to the core to the cloud.


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Tuesday, June 6, 2017

What You Need to Know from Apple WWDC 2017

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Apple WWDC 2017


What You Need to Know from Apple WWDC 2017


Summary
  • HomePod
  • Augmented Reality
  • iOS 11 with many improvements
  • Siri improvement
  • New macOS: High Sierra
  • watchOS design changes
  • New iPad Pro 10.5"
  • MacBook refresh
  • iMac refresh
  • MacPro refresh
  • iMac Pro upgrade to Apple's most powerful computer




About Apple

Apple revolutionized personal technology with the introduction of the Macintosh in 1984. Today, Apple leads the world in innovation with iPhone, iPad, Mac, Apple Watch and Apple TV. Apple’s four software platforms — iOS, macOS, watchOS and tvOS — provide seamless experiences across all Apple devices and empower people with breakthrough services including the App Store, Apple Music, Apple Pay and iCloud. Apple’s more than 100,000 employees are dedicated to making the best products on earth, and to leaving the world better than we found it.


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Friday, June 2, 2017

Hewlett Packard Enterprise Faces 'Some Current Headwinds'

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Hewlett Packard Enterprise Earnings reported QE April 2017 financial results on May 31




Summary
  • HPE reported a discouraging YoY decrease in Non-GAAP earnings per share (-17%) and management has projected a performance crushing YoY decrease of -47% for the next QE.
  • Management has maintained their fiscal year 2017 outlook of $1.46 to $1.56 for Non-GAAP earnings per share. That means Q4, the QE 10-31-17, needs to be $0.40 to $0.50.
  • HPE is a different, smaller company. Both financial performance and position have been materially affected by the separation of the Enterprise Services segment.


Read more analysis and see the financial charts at Seeking Alpha!


About Hewlett Packard Enterprise

HPE is an industry-leading technology company that enables customers to go further, faster. With the industry's most comprehensive portfolio, spanning the cloud to the data center to workplace applications, our technology and services help customers around the world make IT more efficient, more productive and more secure.


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Wednesday, May 31, 2017

Salesforce Introduces Sales Cloud Partner Relationship Management

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Sales Cloud Partner Relationship Management (PRM)
The New Intelligent Sales App, Built On The #1 CRM Platform


Salesforce Introduces Sales Cloud Partner Relationship Management


Summary

Sales Cloud PRM leverages Einstein AI to enable channel partners to close deals faster Companies that rely most on distributors and resellers - including those in manufacturing, high-tech and telecom - trust Salesforce to supercharge their sales

SAN FRANCISCO, May 31, 2017 /PRNewswire/ -- Salesforce [NYSE: CRM], the global leader in CRM, today announced Sales Cloud Partner Relationship Management (PRM), a new sales app that will empower companies to turbocharge channel sales. With one-third of the average company's revenue coming from partners1—and more than two-thirds of revenues for companies in high-tech2, manufacturing3 and telecom—4 it is critical to arm every partner, distributor and reseller with the personalized tools and information they need to sell smarter and faster.

Introducing Sales Cloud PRM The new PRM app will allow companies to easily build modern, branded partner communities with clicks, not code. In contrast to legacy partner portals that are built on inflexible, archaic systems creating disconnected silos, Sales Cloud seamlessly brings together both partner and direct sales functions.

Read more at the Salesforce website!


About Salesforce

Salesforce, the world’s #1 CRM company and the Intelligent Customer Success Platform, empowers companies to connect with their customers in a whole new way. Salesforce has headquarters in San Francisco, with offices in Europe and Asia, and trades on the New York Stock Exchange under the ticker symbol "CRM." For more information about Salesforce, visit: www.salesforce.com.


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Monday, May 29, 2017

Hewlett Packard Enterprise Earnings Face 'Significant Headwinds'

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Hewlett Packard Enterprise Earnings reports QE April 2017 financial results on May 31


Hewlett Packard Enterprise Earnings Face 'Significant Headwinds'


Summary
  • Earnings estimates for the quarter ending April 30 are an average of $0.35 per share by both the analysts and HPE management. This is a -17% YoY decrease.
  • A large YoY decrease in revenues (-24% YoY) is projected by the analysts from $12.7 billion to $9.6 billion as a result of the separation of the Enterprise Services business.
  • HPE is essentially a different, and smaller, company with this next quarterly earnings report. Both financial performance and position are materially affected by the separation of the Enterprise Services segment.

Earnings per Share

Hewlett Packard Enterprise (HPE) reports earnings for the quarter ending April 2017 on Wednesday, May 31, after market close. The analysts expect CEO Meg Whitman to report a dismal quarter, with a YoY decrease in Non-GAAP earnings per share (-17%) and a YoY decrease in revenues (-24%). HPE management outlook averages the same. Management does not provide a revenues projection.

The average estimated Non-GAAP EPS of $0.35 by analysts is a discouraging drop of -17% YoY and lower than the four-quarter earnings per share average through QE January 2017 of $0.49. This is the result of yet another restructuring and separation. The Enterprise Services business segment was merged with Computer Sciences Corporation and renamed DXC Technology, effective April 3. Accordingly, HPE management estimates for Non-GAAP earnings per share for Hewlett Packard Enterprise were dropped from an average of $0.43 to an average of $0.35 for the QE 4-30-17.

Since the initial restructuring and separation from HP (HPQ), beginning with the QE January 2016, Non-GAAP earnings per share have been $0.45, $0.61, $0.49, $0.42, $0.41 for the past five quarters, in reverse chronological order.

Estimated QE April 2017 Earnings per Share (Non-GAAP):
* Analyst Estimates: $0.35 avg, $0.33 low, $0.38 high, 23 analysts
* Prior Year $0.42 = -17% YoY
* Prior Quarter $0.45 = -22% QoQ
* HPE Management Outlook $0.33 to $0.37 = -21% to -12% YoY

Non-GAAP and GAAP net earnings and earnings per share have not tracked together for the past five quarters. Non-GAAP earnings per share have averaged $0.48 for the past five quarters, GAAP EPS has averaged $0.40.



Earnings per Share Year Over Year Growth Rate (%)

The estimated Non-GAAP EPS for the QE 4-30-17 of $0.35 is a -17% decrease year over year, from $0.42 for the QE April 2016. The prior QE 1-31-17 was a much better +10% increase YoY, from $0.41 to $0.45. I am not including data from before the restructuring, which began QE 1-31-16. Therefore, it will take a few more quarters to build a history.

Net Revenues

Net revenues have averaged $12.3 billion for the five restructured quarters reported and been in an obvious decline. A decrease to $9.6 billion is projected for the next QE April 2017 because of the separation of the Enterprise Services segment. This would be the lowest net revenues recorded since the initial restructuring and separation from HP.

Estimated QE April 2017 Revenues (GAAP &Non-GAAP):
* Analyst Estimates: $9.64B avg, $7.32B low, $10.44B high, 21 analysts
* Prior Year $12.71B = -24% YoY
* Prior Quarter $11.41B = -15% QoQ
* HPE Management Outlook: None



Revenues by Segment

Quarterly revenues by segment, before eliminations (>100%), are comprised of Enterprise Group (55%), Enterprise Services (35%), Software (7%), Financial Services (6%), and Corporate Investments (now 0%). The segment detail, drilling down deeper, is in the chart below. This revenue mix will change significantly in the next quarter, with the spinoff of the Enterprise Services to DXC Technology (DXC).



The above detailed segment trends are not encouraging. As a percentage of net revenues at QE 1-31-17, before eliminations (>100%), the major detailed segments are Servers (27%), Infrastructure Technology Outsourcing (23%), Technology Services (17%), and Application and Business Services (12%). These four segments comprise 79% of Hewlett Packard Enterprise revenues.

Return on Assets

Hewlett Packard Enterprise is just now reporting enough quarters post-restructuring to calculate the annualized return on average assets. Non-GAAP net earnings are consistently higher than GAAP net earnings. However, Non-GAAP ROA is a meager 4.3% and GAAP ROA is an even lower 4.1%. These ROAs are below average for a leading edge technology company.

Conclusion

Financial Performance: Non-GAAP & GAAP financial performance has slowed. Non-GAAP EPS peaked at $0.61 for the QE 10-31-16. GAAP EPS peaked at a very high $1.32 for the QE 7-31-16, but this was because of a $2.2 billion gain on the divestiture of H3C. Analyst’s project an average EPS of $0.35 as does HPE management. The Enterprise Services segment will have been spunoff in the next quarterly earnings report.

HPE Headwinds: In the prior quarterly earnings press release, management said, “Three significant headwinds have developed since Hewlett Packard Enterprise provided its original fiscal 2017 outlook at its Securities Analyst Meeting in October 2016: increased pressure from foreign exchange movements, higher commodities pricing, and some near-term execution issues. Given these challenges, the company is reducing its FY17 outlook by $0.12 in order to continue making the appropriate investments to secure the long-term success of the business.”

Financial Position: Financial position is adequate with a capital to assets ratio of 41%. Working capital is $3.84 billion, the lowest in five quarters. The current assets to total assets ratio is 33%, so there is liquidity. The total debt ratio, both short-term and long-term, is a little high at 21% of total assets. The balance sheet will change as a result of the separation of the Enterprise Services segment in this next quarterly earnings report.

Dividends: HPE declared a dividend of $0.065 on March 23, payable July 5, for stockholders of record June 14. At a selected benchmark $19.00 stock price this is a 1.4% annualized yield. The dividends paid for the past five quarters have been $109M, $92M, $91M, $94M, $96M, in reverse chronological order.

Stock Repurchases: HP repurchased $641 million of common stock in the QE January 2017. These repurchases, combined with the $$109M dividends equal $750M earnings returned to shareholders. The repurchases for the past five quarters have been $641M, $0M, $1.45B, $15M, $1.20B, in reverse chronological order.

Stock Price: Despite the financial performance struggles, the stock has been in a long-term upward trend. HPE does have price support from the dividends paid, dividend yield, stock repurchases, and institutional buyers. Any lower price, and therefore higher dividend yield, will provide support. With a stock beta of 1.84, this stock provides opportunities for short-term fast traders.

Stock Evaluation & Opinion: As an intermediate-term to long-term investor, I consider Hewlett Packard Enterprise stock to be an intermediate-term Hold, compared to Buy or Sell. For now, I am Neutral on HPE stock intermediate-term, compared to Positive or Negative. Long-term will hopefully have better prospects, but that has not been proven yet. With this latest restructure and separation, I’m in the wait and see camp. I’d rather bide my time and see what the newly restructured HPE can be and do. Are the multi-year restructurings and separations over that began with HP Inc. and now with Hewlett Packard Enterprise? HP and HPE management have been looking for the light at the end of tunnel for years.

Restructuring

For all the data and commentary above, I have used only information since the original restructuring and separation from HP (HPQ), which was effective for the QE January 2016. There have now been five quarters reported since that separation. Additional restructuring expenses continue to be incurred. As noted earlier in the article, yet another separation has occurred. The Enterprise Services business segment was merged with Computer Sciences Corporation (CSC) and renamed DXC Technology (DXC) effective April 3, 2017. This will materially affect both financial position and financial performance for Hewlett Packard Enterprise beginning with the QE April 2017. Both the balance sheet and income statement may be restated by management for prior quarters to reflect the spinoff.


About Hewlett Packard Enterprise

HPE is an industry-leading technology company that enables customers to go further, faster. With the industry's most comprehensive portfolio, spanning the cloud to the data center to workplace applications, our technology and services help customers around the world make IT more efficient, more productive and more secure.


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Thursday, May 25, 2017

HP Revenues Up, Earnings Dip

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HP Inc. reported QE April 2017 financial results on May 24




Summary
  • HP reported a surprisingly solid YoY increase in top line revenues (+6.9%) but bottom line Non-GAAP earnings per share decreased YoY (-2.4%).
  • Increasing revenues, hopeful earnings, stock repurchases, dividends, and a decent dividend yield should provide price support for HPQ.
  • HP estimates next quarter Non-GAAP earnings per share on average will be +2.6% QoQ and -13.5% YoY.


About HP

HP creates new possibilities for technology to have a meaningful impact on people, businesses, governments and society. With the broadest technology portfolio spanning printing, personal systems, software, services and IT infrastructure, HP delivers solutions for customers' most complex challenges in every region of the world. More information about HP is available at http://www.hp.com.


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Monday, May 22, 2017

Ho-Hum Earnings Expected For HP

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HP Inc. reports QE April 2017 financial results on May 24




Summary
  • Earnings will be reported this week and are expected to be flat, with a small YoY decrease in earnings per share and a small YoY increase in revenues.
  • A small QoQ uptick is expected for earnings per share, but a significant decline in revenues is projected.
  • HPQ stock reached a multi-year closing high on May 16, but has pulled back over 2% subsequently.


About HP

HP creates new possibilities for technology to have a meaningful impact on people, businesses, governments and society. With the broadest technology portfolio spanning printing, personal systems, software, services and IT infrastructure, HP delivers solutions for customers' most complex challenges in every region of the world. More information about HP is available at http://www.hp.com.


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Friday, May 19, 2017

Salesforce Reports Record Earnings, Expects Even Higher

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Salesforce reported QE April 2017 financial results on May 18




Summary
  • Salesforce stock is having the greatest month in company history, reaching all-time highs.
  • Earnings reported were record high revenues of $2.39B and matched the all-time high non-GAAP earnings per share of $0.28.
  • Salesforce estimates next quarter will be yet another record-setting financial performance with both all-time high revenues and non-GAAP earnings per share.


About Salesforce

Salesforce, the world’s #1 CRM company and the Intelligent Customer Success Platform, empowers companies to connect with their customers in a whole new way. Salesforce has headquarters in San Francisco, with offices in Europe and Asia, and trades on the New York Stock Exchange under the ticker symbol "CRM." For more information about Salesforce, visit: www.salesforce.com.


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Thursday, May 18, 2017

Cisco Earnings Report: An Uncertain Future

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Cisco Systems reported QE April 2017 financial results on May 17




Summary
  • Cisco quarterly revenues failed to reach $12 billion and were down -0.5% YoY. Earnings per share were a surprisingly higher $0.60 and up +5.3% YoY.
  • Cisco stock has pulled back from a March 1 multi-year closing high and May retests prior to the earnings report.
  • Cisco’s Business Outlook for the next quarter is disappointing, forecasting both declining revenues and earnings per share YoY.


About Cisco Systems

Cisco (NASDAQ: CSCO) is the worldwide technology leader that has been making the Internet work since 1984. Our people, products and partners help society securely connect and seize tomorrow's digital opportunity today. Discover more at thenetwork.cisco.com and follow us on Twitter at @Cisco.


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Monday, May 15, 2017

Salesforce Earnings Preview: 2nd Best Quarter In History Expected

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Salesforce reports QE April 2017 financial results on May 18




Summary
  • Salesforce stock is having the greatest month in company history, reaching all-time highs.
  • Earnings will be reported this week and are expected to be strong, with the highest revenues and at least the second highest Non-GAAP earnings per share ever reported.
  • Revenues have had an amazing multi-year growth rate, but Non-GAAP earnings per share growth rate is slowing.


About Salesforce

Salesforce, the world’s #1 CRM company and the Intelligent Customer Success Platform, empowers companies to connect with their customers in a whole new way. Salesforce has headquarters in San Francisco, with offices in Europe and Asia, and trades on the New York Stock Exchange under the ticker symbol "CRM." For more information about Salesforce, visit: www.salesforce.com.


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Cisco Earnings Expected To Plod Along

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Cisco Systems reports QE April 2017 financial results on May 17




Summary
  • Cisco earnings will be reported this week and are expected to be a small improvement both YoY and QoQ.
  • Cisco stock has pulled back from a March 1 multi-year high and May 5 retest prior to the earnings report.
  • Revenues have been cyclical and flat overall for several years. Non-GAAP earnings per share have been in a slowing uptrend.


About Cisco Systems

Cisco (NASDAQ: CSCO) is the worldwide technology leader that has been making the Internet work since 1984. Our people, products and partners help society securely connect and seize tomorrow's digital opportunity today. Discover more at thenetwork.cisco.com and follow us on Twitter at @Cisco.


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Seeking Alpha

Amazon!