tag:blogger.com,1999:blog-17729477444417415152024-03-13T16:51:01.716-07:00Osprey FlyerTechnology Sector and Stocks News & AnalysisAnonymoushttp://www.blogger.com/profile/16184725449341525386noreply@blogger.comBlogger206125tag:blogger.com,1999:blog-1772947744441741515.post-17180002388912846322017-06-28T20:15:00.001-07:002017-06-28T20:15:31.214-07:00Small Business Guide to Cyber Threats<div class="separator" style="clear: both; text-align: center;">
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<a href="https://1.bp.blogspot.com/-PP9UkNMCivg/WVRsT3pQxsI/AAAAAAAAAWM/0QHOOp65HPkV4i8gVvmEDkuDZLWwRGAKQCLcBGAs/s1600/NFIBLogo.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="176" data-original-width="304" height="185" src="https://1.bp.blogspot.com/-PP9UkNMCivg/WVRsT3pQxsI/AAAAAAAAAWM/0QHOOp65HPkV4i8gVvmEDkuDZLWwRGAKQCLcBGAs/s320/NFIBLogo.jpg" width="320" /></a></div>
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<span style="font-size: x-small;">The National Federation of Independent Business (NFIB)</span></div>
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Understanding how to protect your small business is the first step to cybersecurity: Cyber attacks aren’t just a concern of big business—42 percent of attacks target small business, according to Symantec. The attacks leave small companies vulnerable: In addition to lost money and time, more than 50 percent of small companies face public scrutiny due to a security breach, according to a recent Cisco cyber security report.</div>
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Spam and adware are two of the biggest cyber threats to small businesses, with spam comprising two thirds of all emails, and adware infecting 75 percent of organizations.<br />
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Cyber threats come in a variety of forms, from bad links to prompts to change passwords. This guide will help you identify those threats.<br />
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<a href="https://4.bp.blogspot.com/-FBOVFlDZ5ao/WVRu2LkrtfI/AAAAAAAAAWY/h0o7JrvA0foQQ1m5YVrIdLdNcndnRBvowCLcBGAs/s1600/NFIBCyberThreatsJpeg.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1600" data-original-width="415" src="https://4.bp.blogspot.com/-FBOVFlDZ5ao/WVRu2LkrtfI/AAAAAAAAAWY/h0o7JrvA0foQQ1m5YVrIdLdNcndnRBvowCLcBGAs/s1600/NFIBCyberThreatsJpeg.jpg" /></a></div>
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<a href="http://bit.ly/2rYJHac" target="_blank">Read more at the NFIB website!</a><br />
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<b><span style="color: blue;">About NFIB</span></b><br />
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NFIB is the leading advocate for small business owners with offices in every state capital and Washington, D.C. We proudly represent hundreds of thousands of members nationwide from every industry and sector.Anonymoushttp://www.blogger.com/profile/16184725449341525386noreply@blogger.com0tag:blogger.com,1999:blog-1772947744441741515.post-16251982009216047152017-06-28T17:30:00.001-07:002017-06-28T23:30:00.906-07:00Cisco Live 2017: Key Takeaways from CEO Chuck Robbins Keynote<div class="separator" style="clear: both; text-align: center;">
<a href="https://4.bp.blogspot.com/-DDIsul9x7zw/WRop591YGLI/AAAAAAAAAQ4/kuYc3n7wQfQbu7YpT4UC5v6ibRcKIQYiwCPcB/s1600/CiscoLogo.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="487" data-original-width="488" height="199" src="https://4.bp.blogspot.com/-DDIsul9x7zw/WRop591YGLI/AAAAAAAAAQ4/kuYc3n7wQfQbu7YpT4UC5v6ibRcKIQYiwCPcB/s200/CiscoLogo.png" width="200" /></a></div>
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<span style="font-size: x-small;">Cisco Live Conference, June 26, 2017</span></div>
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Cisco kicked off this year's Live conference with a keynote from its CEO Chuck Robbins, who walked attendees through recent and upcoming news announcements while laying out the company's vision for next-generation networks. Here's a look at the key takeaways from Robbins' talk.</div>
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The new networking realities: In 2016, the world hit an inflection point as the number of machine-to-machine network activations exceeded those of phones and tablets, Robbins said. Enterprises are already using billions of connected devices for new business models, preventive maintenance and other pursuits, and the pace by which more and more devices will be connected to the Internet is set to increase dramatically, he added.<br />
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Three things will define networks going forward: <i>scale, simplification and security</i>, Robbins said. Of the last, he noted: "We all know what's in the press and as we add more and more things the threat surface expands. Once a month, something major happens. We have to ensure we're building security into everything we do."<br />
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Cisco Live 2017 Opening Keynote with Cisco CEO Chuck Robbins. Live from Las Vegas. Includes guest appearances by Apple CEO Tim Cook and UnitedHealth Group CEO David Wichmann.<br />
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<a href="http://zd.net/2thFodq" target="_blank">Read more at the ZDNET website!</a><br />
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<b><span style="color: blue;">About Cisco Systems</span></b><br />
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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.Anonymoushttp://www.blogger.com/profile/16184725449341525386noreply@blogger.com0tag:blogger.com,1999:blog-1772947744441741515.post-8548801842681877612017-06-25T23:11:00.001-07:002017-06-25T23:32:24.663-07:00Oracle Earnings Rebound to Second Best Ever!<div style="text-align: center;">
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<span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;">Oracle reported QE May 2017 financial results on June 21</span></div>
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<b><span style="color: blue; font-family: "arial" , "helvetica" , sans-serif;">Summary</span></b></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">ORCL stock has been in an long-term uptrend and is about +33% YTD 2017 and +25% for the past 12 months.</span></div>
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<b><span style="color: blue; font-family: "arial" , "helvetica" , sans-serif;">Has Oracle Reversed the Financial Downtrend with Cloud Hyper-Growth?</span></b><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Oracle (ORCL) earnings per share for the quarter ending May 31, 2017 were the second best ever. CEOs Mark Hurd and Safra Catz reported a large surprise earnings beat with an exceptional quarter including a YoY increase in Non-GAAP earnings per share (+10%) and a YoY increase in revenues (+3%). The analysts had estimated -3.7% and -1.4% while the Oracle management outlook was -1.2% and +0.5%, respectively.</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">“Our fourth quarter results were very strong as revenue growth and earnings per share both substantially exceeded the high end of guidance. We continue to experience rapid adoption of the Oracle Cloud led by the 75% growth in our SaaS business in Q4. This cloud hyper-growth is expanding our operating margins, and we expect earnings per share growth to accelerate in fiscal 2018.”, said CFO Safra Catz.</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">I continue to consider ORCL a Hold and but now have a Positive outlook on Oracle’s future financial performance. This was a decisive reversal of the financial downtrend, but the QE May 2014 remains the financial pinnacle to be exceeded.</span>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">The Non-GAAP earnings per share of $0.89 was a beat over the $0.78 projected by analysts and was well above the prior four-quarter average of $0.69. This was the second highest earnings per share ever recorded.</span></div>
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<b id="docs-internal-guid-f81f5557-cc0e-bd0d-5695-ec73819f0850" style="font-weight: normal;"><span style="font-family: "arial" , "helvetica" , sans-serif;">What is the Oracle Management Guidance for next quarter?</span></b></div>
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<b id="docs-internal-guid-f81f5557-cc0e-bd0d-5695-ec73819f0850" style="font-weight: normal;"><span style="font-family: "arial" , "helvetica" , sans-serif;">Estimated QE August 2017 Earnings per Share (Non-GAAP):</span></b><br />
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<li><span style="font-family: "arial" , "helvetica" , sans-serif;">ORCL Average Estimate: $0.60</span></li>
<li><span style="font-family: "arial" , "helvetica" , sans-serif;">Prior Year $0.55 = +9% YoY</span></li>
<li><span style="font-family: "arial" , "helvetica" , sans-serif;">Prior Quarter $0.89 = -33% QoQ</span></li>
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<b id="docs-internal-guid-f81f5557-cc0e-bd0d-5695-ec73819f0850" style="font-weight: normal;"><b><span style="color: blue; font-family: "arial" , "helvetica" , sans-serif;">Earnings per Share Year Over Year Growth Rate (%)</span></b></b></div>
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<b id="docs-internal-guid-f81f5557-cc0e-bd0d-5695-ec73819f0850" style="font-weight: normal;"><span style="font-family: "arial" , "helvetica" , sans-serif;">The Non-GAAP EPS was an impressive +9.88% increase year over year, from $0.81 to $0.89. This was the largest increase since the QE August 2013 (+11.32%)! Oracle management is projecting a year over year growth rate of +9.09% for next QE August 2017, which would be a slight slowing. This trend is still a vast improvement over the downtrend from the QE November 2014 through the QE November 2016.</span></b><br />
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<b id="docs-internal-guid-f81f5557-cc0e-bd0d-5695-ec73819f0850" style="font-weight: normal;"><b><span style="color: blue; font-family: "arial" , "helvetica" , sans-serif;">Revenues</span></b></b></div>
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<b id="docs-internal-guid-f81f5557-cc0e-bd0d-5695-ec73819f0850" style="font-weight: normal;">Total Non-GAAP Revenues were an encouraging, and annual cyclical peak, of $10.94 billion and a beat over the $10.45 billion projected by the analysts. Prior year QE May 2016 was $10.60 billion.</b></span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">What is the Oracle Management Guidance for next quarter?</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;">Estimated QE August 2017 Total Revenues (Non-GAAP):</span><br />
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<li><span style="font-family: "arial" , "helvetica" , sans-serif;">ORCL Average Estimate: $9.03B</span></li>
<li><span style="font-family: "arial" , "helvetica" , sans-serif;">Prior Year $8.60B = +5% YoY</span></li>
<li><span style="font-family: "arial" , "helvetica" , sans-serif;">Prior Quarter $10.89B = -17% QoQ
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<b id="docs-internal-guid-f81f5557-cc0e-bd0d-5695-ec73819f0850" style="font-weight: normal;"><b><span style="color: blue; font-family: "arial" , "helvetica" , sans-serif;">Conclusion</span></b></b></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;"><i>Financial Performance:</i> Non-GAAP and GAAP financial performance had slowed from both a cyclical peak and a pinnacle for the QE May 2014. At that time, Non-GAAP EPS was $0.92 and total revenues were $11.33 billion. By comparison, this QE May 2017 was $0.89 and $10.89 billion. This latest quarter, and the management estimates for next quarter, indicate financial performance is improving.</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;"><i>Financial Position:</i> Capital and working capital are adequate. Total assets of $135 billion is a record high. The current assets to total assets ratio is 53%, so there is liquidity. The total debt ratio, both short-term and long-term, is a very high at 43% of total assets and has been at this higher level for a couple of years.</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;"><i>Pivot to the Cloud:</i> Co-CEO Safra Catz has clearly indicated that the cloud is the future for Oracle. She also stated in the Q3 2017 earnings call, “Next year I expect our cloud revenue will be larger than our new software licensing revenue. The investments we’ve made to transition our business to the cloud has been important to ensure Oracle remains a technology leader and we’re now beginning to see the benefits in our results.”</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;"><i>Earnings Returned to Shareholders:</i> Oracle is paying a record-high dividend of $0.19. At a selected benchmark $50.00 stock price this is a 1.52% annualized yield. Oracle repurchased $494 million of common stock in the QE May 2017. These repurchases combined with the $787M dividends equal $1.281B earnings returned to shareholders.</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;"><i>Stock Price:</i> ORCL stock has been in a long-term upward trend. ORCL has price support from the dividends paid, dividend yield, stock repurchases, and institutional buyers.</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;"><i>Stock Evaluation and Opinion:</i> As an intermediate-term to long-term investor, and from that perspective, I continue to consider Oracle stock to be a Hold, compared to Buy or Sell. I am now Positive on Oracle stock, compared to previously being Neutral. Long-term will hopefully have better prospects, but that has not been completely proven yet. The quarters ending in May are the annual cyclical peaks for top line revenues and bottom line earning per share. The pinnacle of these financial performance indicators was reached for the QE May 2014 and has not been regained since.</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">(Graphs created by author using data from Oracle. Time frames generally are intermediate-term = 1-3 months and long-term = 3+ months for purposes of the above discussion.)</span><br />
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<b id="docs-internal-guid-f81f5557-cc0e-bd0d-5695-ec73819f0850" style="font-weight: normal;"><b><span style="color: blue; font-family: "arial" , "helvetica" , sans-serif;">About Oracle</span></b></b></div>
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<b id="docs-internal-guid-f81f5557-cc0e-bd0d-5695-ec73819f0850" style="font-weight: normal;"><span style="font-family: "arial" , "helvetica" , sans-serif;">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 or contact Investor Relations at investor_us@oracle.com or (650) 506-4073. </span></b></div>
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Anonymoushttp://www.blogger.com/profile/16184725449341525386noreply@blogger.com0tag:blogger.com,1999:blog-1772947744441741515.post-7386070139154865432017-06-23T20:21:00.002-07:002017-06-28T22:49:34.951-07:00Cisco Unveils Network of the Future That Can Learn, Adapt, Evolve<div class="separator" style="clear: both; text-align: center;">
<a href="https://4.bp.blogspot.com/-DDIsul9x7zw/WRop591YGLI/AAAAAAAAAQ4/kuYc3n7wQfQbu7YpT4UC5v6ibRcKIQYiwCPcB/s1600/CiscoLogo.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="487" data-original-width="488" height="199" src="https://4.bp.blogspot.com/-DDIsul9x7zw/WRop591YGLI/AAAAAAAAAQ4/kuYc3n7wQfQbu7YpT4UC5v6ibRcKIQYiwCPcB/s200/CiscoLogo.png" width="200" /></a></div>
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<span style="font-size: x-small;">Designed to be intuitive, Cisco's new network can recognize intent, mitigate threats through encryption, and learn over time, unlocking opportunities and enhancing business agility</span></div>
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SAN FRANCISCO, CA -- (Marketwired) -- 06/20/17 -- Today Cisco (NASDAQ: CSCO) unveiled intent-based networking solutions that represent one of the most significant breakthroughs in enterprise networking. The introduction is the culmination of Cisco's vision to create an intuitive system that anticipates actions, stops security threats in their tracks, and continues to evolve and learn. It will help businesses to unlock new opportunities and solve previously unsolvable challenges in an era of increasing connectivity and distributed technology.</div>
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This new network is the result of years of research and development by Cisco to reinvent networking for an age where network engineers managing hundreds of devices today will be expected to manage 1 million by 2020.<br />
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"The network has never been more critical to business success, but it's also never been under more pressure," said Chuck Robbins, chief executive officer for Cisco. "By building a more intuitive network, we are creating an intelligent platform with unmatched security for today and for the future that propels businesses forward and creates new opportunities for people and organizations everywhere."<br />
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<a href="http://bit.ly/2sAYit1" target="_blank">Read more at the Cisco website!</a><br />
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<b><span style="color: blue;">About Cisco Systems</span></b><br />
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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.Anonymoushttp://www.blogger.com/profile/16184725449341525386noreply@blogger.com0tag:blogger.com,1999:blog-1772947744441741515.post-1758661182068008762017-06-23T19:18:00.000-07:002017-06-23T19:18:55.439-07:00Amazing Adobe Earnings Beat Again<div style="text-align: center;">
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<span style="font-size: x-small;">Adobe reported QE May 2017 financial results on June 20</span></div>
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<b><span style="color: blue;">Summary</span></b></div>
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<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 11pt; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Adobe reported another earnings beat with an exceptional YoY increase in Non-GAAP earnings per share of +44%.</span></div>
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<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 11pt; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Total revenues were an all-time high of $1.77 billion which is a YoY increase of +27%.</span></div>
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<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 11pt; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">ADBE stock has been in an extraordinary long-term uptrend and is about +37% YTD 2017 and +44% for the past 12 months.</span></div>
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<b><span style="color: blue;">Earnings per Share</span></b></div>
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Adobe (ADBE) reported earnings for the quarter ending June 2, 2017 on Tuesday, June 20. CEO Shantanu Narayen reported another beat with a strong quarter including a YoY increase in Non-GAAP earnings per share (+44%) and a YoY increase in revenues (+27%). The analysts had estimated +34% and +24% while the Adobe management outlook was +32% and +24%, respectively.</div>
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“Adobe continues to execute well, with another quarter of record revenue and operating profit in Q2. We’re excited about the strong business momentum we have as we enter the second half of fiscal 2017 and remain confident in our ability to drive strong revenue and earnings growth in the future”, said CFO Mark Garrett.</div>
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The Non-GAAP earnings per share of $1.02 was a beat over the $0.95 projected by analysts and was well above the prior four-quarter average of $0.83. This is another all-time high. Non-GAAP earnings per share have been $1.02, $0.94, $0.90, $0.75 for the past four quarters, in reverse chronological order.</div>
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<a href="https://3.bp.blogspot.com/-yDPw8_8YB9k/WU3IpE0Z6HI/AAAAAAAAAUc/2HqXqrOqFqYzFdM6T0mjgkjoTSBzyk2UQCLcBGAs/s1600/ADBEEPS060217.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="371" data-original-width="600" height="246" src="https://3.bp.blogspot.com/-yDPw8_8YB9k/WU3IpE0Z6HI/AAAAAAAAAUc/2HqXqrOqFqYzFdM6T0mjgkjoTSBzyk2UQCLcBGAs/s400/ADBEEPS060217.png" width="400" /></a></div>
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What is the Adobe Management Guidance for next quarter?</div>
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Estimated QE August 2017 Earnings per Share (Non-GAAP):<br />
ADBE Estimate: $1.00<br />
Prior Year $0.75 = +33% YoY<br />
Prior Quarter $1.02 = -2% QoQ<br />
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<a href="https://2.bp.blogspot.com/-Y3Mgki1QkwQ/WU3I3d4d-cI/AAAAAAAAAUg/oKAZ4j15eLctY2__ygl9lBcf1hmrd5GWACLcBGAs/s1600/ADBEEPSEstimate083117.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="371" data-original-width="600" height="246" src="https://2.bp.blogspot.com/-Y3Mgki1QkwQ/WU3I3d4d-cI/AAAAAAAAAUg/oKAZ4j15eLctY2__ygl9lBcf1hmrd5GWACLcBGAs/s400/ADBEEPSEstimate083117.png" width="400" /></a></div>
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<b><span style="color: blue;">Earnings per Share Year Over Year Growth Rate (%)</span></b><br />
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The Non-GAAP EPS was an impressive +44% increase year over year, from $0.71 to $1.02. The prior four-quarter average was also +44%. Adobe management is projecting a year over year growth rate of +33% for next quarter, which would be a slowing. However, Adobe has been beating the EPS estimates each quarter.<br />
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<a href="https://1.bp.blogspot.com/-tQRr3IX8L4U/WU3JS7WYRKI/AAAAAAAAAUk/aXVoWx-491sf0y0CgJeK7jx39HNbZBm_ACLcBGAs/s1600/ADBENGEPSEstimate083117.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="371" data-original-width="600" height="247" src="https://1.bp.blogspot.com/-tQRr3IX8L4U/WU3JS7WYRKI/AAAAAAAAAUk/aXVoWx-491sf0y0CgJeK7jx39HNbZBm_ACLcBGAs/s400/ADBENGEPSEstimate083117.png" width="400" /></a></div>
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<b><span style="color: blue;">Revenues</span></b></div>
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Total revenues were a record $1.77 billion and a beat over the $1.73 billion projected. Revenues had previously averaged $1.54 billion for the prior four quarters reported.</div>
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What is the Adobe Management Guidance for next quarter?<br />
Estimated QE August 2017 Total Revenues (GAAP & Non-GAAP):<br />
ADBE Estimate: $1.815B<br />
Prior Year $1.464B = +24% YoY<br />
Prior Quarter $1.772B = +2% QoQ<br />
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<a href="https://4.bp.blogspot.com/-xxMOSTn9qdU/WU3KIZyGnbI/AAAAAAAAAUw/0S1uK9S2F5EaWL_mxNN1I_ZzQ9GVDGnRQCLcBGAs/s1600/ADBENGEPSEstimate083117.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="371" data-original-width="600" height="246" src="https://4.bp.blogspot.com/-xxMOSTn9qdU/WU3KIZyGnbI/AAAAAAAAAUw/0S1uK9S2F5EaWL_mxNN1I_ZzQ9GVDGnRQCLcBGAs/s400/ADBENGEPSEstimate083117.png" width="400" /></a></div>
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<b><span style="color: blue;">Revenues by Segment</span></b><br />
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Quarterly revenues by segment are comprised of Digital Media (68%), Digital Marketing (29%), and Print and Publishing (3%). Adobe management continues their leadership in the digital transformation. CEO Shantanu Narayen stated in the most recent earnings call, “Digital transformation continues to be the burning agenda for creative professionals, enterprises, governments and educational institutions. Adobe is now the go-to company for creating world-class digital customer journeys from design to delivery to measurement and monetization.” As can be seen in the chart below, the Digital Media segment is driving the revenues, and earnings, upwards.<br />
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Revenues by Region</span></b><br />
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Quarterly revenues by region are comprised of the Americas (58%), Europe, Middle East, Africa (27%), and Asia Pacific (15%). As can be seen in the chart below, the Americas is driving the revenues, and earnings, upwards.<br />
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<b><span style="color: blue;">Return on Assets and Margins</span></b><br />
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Because Non-GAAP earnings are higher than GAAP earnings, the return on assets is also higher. For the QE May 2017, the annualized return on average assets was an improved +14.2% for Non-GAAP and +11.3% for GAAP. Both measures have been increasing as the overall profitability of Adobe has increased and reached new highs.
For both Non-GAAP and GAAP, gross margin has remained relatively stable, with a slight improvement to 86%. Operating margins are 28% and 37% for GAAP and Non-GAAP, respectively. Net margins are now 21% and 29%, respectively. Both operating and net margins for both GAAP and Non-GAAP have improved overall in the long-term.<br />
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<b><span style="color: blue;">Conclusion</span></b><br />
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<i>Financial Performance:</i> Amazing Adobe continues to, well, amaze. Non-GAAP and GAAP financial performance has steadily increased and each quarter is a record quarter for total revenues and earnings per share.<br />
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<i>Financial Position:</i> Financial position is strong with a capital to assets ratio of 58%. Total assets of $13.4 billion are at a record high. Working capital of $3.0 billion is adequate. The current assets to total assets ratio is 45%, so there is liquidity. The total debt ratio, both short-term and long-term, is an acceptable 14% of total assets.<br />
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<i>Dividends:</i> Adobe does not pay dividends.<br />
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<i>Stock Repurchases:</i> Adobe repurchased $300 million of common stock in this most recent QE May 2017. The ongoing repurchases equal $1.2B for the past four quarters. The repurchases for the past four quarters have been $300M, $200M, $300M, $400M, in reverse chronological order.<br />
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<i>Stock Price:</i> ADBE stock has been in an exceptionally long-term upward trend. ADBE does have price support from stock repurchases and institutional buyers. The stock beta is a low 1.03, so this stock is steady and there normally is not much excess volatility<br />
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<i>Stock Evaluation and Opinion:</i> As an intermediate-term to long-term investor, and from that perspective, I consider Adobe stock to be a Buy, compared to Hold or Sell. I am Positive on Adobe stock, compared to Neutral or Negative. Both the revenues and earnings per share growth has been exceptional but may be slowing. Management projections for revenues and earnings per share for next quarter is mildly disappointing. However, Adobe management guidance tends to be low and set up for a beat each quarter. Even at a possible slowing financial performance growth rate, Adobe continues to be a top tech financial performer.
(Graphs created by author using data from Adobe. Time frames generally are intermediate-term = 1-3 months and long-term = 3+ months for purposes of the above discussion.)<br />
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<b><span style="color: blue;">About Adobe</span></b><br />
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Adobe is changing the world through digital experiences. For more information, visit www.adobe.com.<br />
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Anonymoushttp://www.blogger.com/profile/16184725449341525386noreply@blogger.com0tag:blogger.com,1999:blog-1772947744441741515.post-20424806479683903602017-06-18T09:44:00.001-07:002017-06-18T09:44:16.360-07:00Can Oracle Reverse Its Earnings Downtrend?<div style="text-align: center;">
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<span style="font-size: x-small;">Oracle reports QE May 2017 financial results on June 21</span></div>
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<b><span style="color: blue;"><a href="http://bit.ly/2sMfLRC" target="_blank"><span id="goog_451249914"></span>Can Oracle Reverse Its Earnings Downtrend?<span id="goog_451249915"></span></a></span></b><b><span style="color: blue;"><br /></span></b></div>
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<a href="https://www.blogger.com/"></a><br />
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<b><span style="color: blue;">Summary</span></b></div>
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<li>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.</li>
<li>A small YoY decrease in revenues (-1.4%) is projected by the analysts from $10.60 billion to $10.45 billion.</li>
<li>ORCL stock has been in a long-term uptrend and is up about 17+% for both 2017 YTD and the past 12 months.</li>
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<a href="http://bit.ly/2sMfLRC" target="_blank">Read more analysis and see the financial charts at Seeking Alpha!</a><br />
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<b><span style="color: blue;">About Oracle</span></b><br />
<br />
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.<br />
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Anonymoushttp://www.blogger.com/profile/16184725449341525386noreply@blogger.com0tag:blogger.com,1999:blog-1772947744441741515.post-87347393841565386082017-06-18T09:29:00.001-07:002017-06-18T09:29:39.475-07:00Amazing Adobe Expected To Report Record Earnings<div style="text-align: center;">
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<span style="font-size: x-small;">Adobe reports QE May 2017 financial results on June 20</span></div>
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<b><span style="color: blue;"><a href="http://bit.ly/2tgKq7b" target="_blank"><span id="goog_451249914"></span>Amazing Adobe Expected To Report Record Earnings<span id="goog_451249915"></span></a></span></b><b><span style="color: blue;"><br /></span></b></div>
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<a href="https://www.blogger.com/"></a><br />
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<b><span style="color: blue;">Summary</span></b></div>
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<ul>
<li>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.</li>
<li>Both the analysts and management estimate total revenues of $1.73 billion, a YoY increase of +24%.</li>
<li>ADBE stock has been in a lengthy long-term uptrend and is up about +34% YTD 2017 and +42% for the past 12 months.</li>
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<a href="http://bit.ly/2tgKq7b" target="_blank">Read more analysis and see the financial charts at Seeking Alpha!</a><br />
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<b><span style="color: blue;">About Adobe</span></b><br />
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Adobe is changing the world through digital experiences. For more information, visit www.adobe.com.<br />
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Anonymoushttp://www.blogger.com/profile/16184725449341525386noreply@blogger.com0tag:blogger.com,1999:blog-1772947744441741515.post-57283982593759102662017-06-18T00:00:00.002-07:002017-06-28T22:50:16.340-07:00A Trillion-Dollar Boost: Salesforce Releases New Research on the Economic Impact of Artificial Intelligence on CRM<div style="text-align: center;">
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<span style="font-size: x-small;">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.</span></div>
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<b><span style="color: blue;">A Trillion-Dollar Boost: Salesforce Releases New Research on the Economic Impact of Artificial Intelligence on CRM</span></b><b><span style="color: blue;"><br /></span></b></div>
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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.<br />
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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.<br />
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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."<br />
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"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."<br />
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<a href="http://sforce.co/2rr40A9" target="_blank">Read more at the Salesforce website!</a><br />
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<b><span style="color: blue;">About Salesforce</span></b><br />
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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.<br />
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Anonymoushttp://www.blogger.com/profile/16184725449341525386noreply@blogger.com0tag:blogger.com,1999:blog-1772947744441741515.post-86000795439386119952017-06-17T23:31:00.002-07:002017-06-28T22:51:02.606-07:00Intel Named to DARPA Project Focused on Machine Learning and Artificial Intelligence<div style="text-align: center;">
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<span style="font-size: x-small;">Extracting Insight from the Data Deluge Is a Hard-to-Do Must-Do</span></div>
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<b><span style="color: blue;">Intel Named to DARPA Project Focused on Machine Learning and Artificial Intelligence</span></b><b><span style="color: blue;"><br /></span></b></div>
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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.</div>
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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.
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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.<br />
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<a href="http://intel.ly/2rsjQqa" target="_blank">Read more at the Intel website!</a><br />
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<a href="http://bit.ly/2se264C">Extracting Insight from the Data Deluge Is a Hard-to-Do Must-Do</a> (DARPA)
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<b><span style="color: blue;">About Intel</span></b><br />
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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.<br />
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Anonymoushttp://www.blogger.com/profile/16184725449341525386noreply@blogger.com0tag:blogger.com,1999:blog-1772947744441741515.post-45354111543887001282017-06-08T21:28:00.002-07:002017-06-08T21:28:37.327-07:00Cisco Visual Networking Index Predicts Global Annual IP Traffic to Exceed Three Zettabytes by 2021<div style="text-align: center;">
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<span style="font-size: x-small;">IoT applications will represent more than 50 Percent of global devices and connections by 2021</span></div>
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<b><span style="color: blue;">Cisco Visual Networking Index Predicts Global Annual IP Traffic to Exceed Three Zettabytes by 2021</span></b><b><span style="color: blue;"><br /></span></b></div>
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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.</div>
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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).<br />
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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<br />
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<a href="http://bit.ly/2s2lqCn" target="_blank">Read more at the Cisco website!</a><br />
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<b><span style="color: blue;">About Cisco Systems</span></b><br />
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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.<br />
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Anonymoushttp://www.blogger.com/profile/16184725449341525386noreply@blogger.com0tag:blogger.com,1999:blog-1772947744441741515.post-49480503680935761622017-06-08T21:06:00.002-07:002017-06-28T22:51:53.702-07:00Salesforce Data Management Platform Named a Leader<div style="text-align: center;">
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<span style="font-size: x-small;">Salesforce achieved highest score among all reviewed vendors in strategy and market presence categories</span></div>
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<b><span style="color: blue;">Salesforce Data Management Platform Named a Leader by Independent Research Firm</span></b><b><span style="color: blue;"><br /></span></b></div>
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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.</div>
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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."<br />
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<a href="http://sforce.co/2r86P92" target="_blank">Read more at the Salesforce website!</a><br />
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<b><span style="color: blue;">About Salesforce</span></b><br />
<br />
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.<br />
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Anonymoushttp://www.blogger.com/profile/16184725449341525386noreply@blogger.com0tag:blogger.com,1999:blog-1772947744441741515.post-79481311743006519272017-06-08T10:10:00.002-07:002017-06-10T22:05:07.158-07:00Dell Technologies Revenues and Earnings Down<div style="text-align: center;">
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<span style="font-size: x-small;">Dell Technologies reported QE April 2017 financial results on June 8</span></div>
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<b><span style="color: blue;"><span id="goog_451249914"></span>Dell Technologies Revenues and Earnings Down<span id="goog_451249915"></span></span></b><b><span style="color: blue;"><br /></span></b></div>
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<a href="https://www.blogger.com/"></a><br />
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<b><span style="color: blue;">Summary</span></b></div>
<div style="text-align: left;">
<ul>
<li>Dell Technologies is a privately held company, but reports publicly due to public debt and related SEC requirements.</li>
<li>Dell Technologies has two tracking stocks (DVMT, SCWX) for its ownership in VMware and SecureWorks, respectively.</li>
<li>Therefore, overall financial performance and position are not represented by a "Dell Technologies stock" in the stock market.</li>
</ul>
<br />
Below are the charts for both GAAP and Non-GAAP financial performance (in millions $).<br />
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GAAP net revenues ($17.8B), gross profit ($4.3B), operating loss (-$1.5B), net loss (-$1.4B):<br />
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<a href="https://1.bp.blogspot.com/-u7CN807VMpA/WTmDsRpGXsI/AAAAAAAAATE/7yr4hgYaGtEwttitC_5C-WIVZ1ZuJpQmgCLcB/s1600/GAAPNRGPOENE050517.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="371" data-original-width="600" height="198" src="https://1.bp.blogspot.com/-u7CN807VMpA/WTmDsRpGXsI/AAAAAAAAATE/7yr4hgYaGtEwttitC_5C-WIVZ1ZuJpQmgCLcB/s320/GAAPNRGPOENE050517.png" width="320" /></a></div>
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Non-GAAP net revenues ($18.2B), gross profit ($5.6B), operating earnings ($1.2B), net earnings from continuing operations ($581M).<br />
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<b><span style="color: blue;">About Dell Technologies</span></b><br />
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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.<br />
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Anonymoushttp://www.blogger.com/profile/16184725449341525386noreply@blogger.com0tag:blogger.com,1999:blog-1772947744441741515.post-22183663150582830752017-06-06T03:22:00.000-07:002017-06-06T03:22:53.313-07:00What You Need to Know from Apple WWDC 2017<div style="text-align: center;">
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<a href="https://1.bp.blogspot.com/-YRDW2eXjltg/WTZ9VmhqMQI/AAAAAAAAASo/m17tD-T5sgQQQ0Ru6XHnOE7YmwhCM3TlQCLcB/s1600/WWDC2017.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="450" data-original-width="800" height="180" src="https://1.bp.blogspot.com/-YRDW2eXjltg/WTZ9VmhqMQI/AAAAAAAAASo/m17tD-T5sgQQQ0Ru6XHnOE7YmwhCM3TlQCLcB/s320/WWDC2017.jpg" style="cursor: move;" width="320" /></a><b></b><i></i><u></u><sub></sub><sup></sup><strike></strike></div>
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<span style="font-size: x-small;">Apple WWDC 2017</span></div>
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<b><span style="color: blue;"><span id="goog_451249914"></span>What You Need to Know from Apple WWDC 2017<span id="goog_451249915"></span></span></b><b><span style="color: blue;"><br /></span></b></div>
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<a href="https://www.blogger.com/"></a><br />
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<b><span style="color: blue;">Summary</span></b></div>
<div style="text-align: left;">
<ul>
<li>HomePod</li>
<li>Augmented Reality</li>
<li>iOS 11 with many improvements</li>
<li>Siri improvement</li>
<li>New macOS: High Sierra</li>
<li>watchOS design changes</li>
<li>New iPad Pro 10.5"</li>
<li>MacBook refresh</li>
<li>iMac refresh</li>
<li>MacPro refresh</li>
<li>iMac Pro upgrade to Apple's most powerful computer</li>
</ul>
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<iframe allowfullscreen="" frameborder="0" height="315" src="https://www.youtube.com/embed/4rdR6ctE2Ms" width="560"></iframe></div>
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<b><span style="color: blue;">About Apple</span></b><b></b><i></i><u></u><sub></sub><sup></sup><strike></strike><br />
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<b></b><i></i><u></u><sub></sub><sup></sup><strike><br /></strike></div>
<div>
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.</div>
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Anonymoushttp://www.blogger.com/profile/16184725449341525386noreply@blogger.com0tag:blogger.com,1999:blog-1772947744441741515.post-77329435294847098502017-06-02T09:48:00.000-07:002017-06-08T21:44:42.439-07:00Hewlett Packard Enterprise Faces 'Some Current Headwinds' <div style="text-align: center;">
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<a href="https://4.bp.blogspot.com/-u4NH6mZAvZE/WSxHRAmreQI/AAAAAAAAARg/MnZkISjx6hsOPoqNGWoyY3rkUaLBGHQtgCLcB/s1600/hewlett-packard-enterprise-logo.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="512" data-original-width="512" height="200" src="https://4.bp.blogspot.com/-u4NH6mZAvZE/WSxHRAmreQI/AAAAAAAAARg/MnZkISjx6hsOPoqNGWoyY3rkUaLBGHQtgCLcB/s200/hewlett-packard-enterprise-logo.jpg" width="200" /></a></div>
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<span style="font-size: x-small;">Hewlett Packard Enterprise Earnings reported QE April 2017 financial results on May 31</span></div>
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<div style="text-align: center;">
<b><span style="color: blue;"><a href="http://bit.ly/2s0xLHL" target="_blank"><span id="goog_451249914"></span>Hewlett Packard Enterprise Faces 'Some Current Headwinds'<span id="goog_451249915"></span></a></span></b><b><span style="color: blue;"><br /></span></b></div>
<div align="left" style="text-align: left;">
<a href="https://www.blogger.com/"></a><br />
<br />
<b><span style="color: blue;">Summary</span></b></div>
<div style="text-align: left;">
<ul>
<li>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.</li>
<li>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.</li>
<li>HPE is a different, smaller company. Both financial performance and position have been materially affected by the separation of the Enterprise Services segment.</li>
</ul>
</div>
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<a href="http://bit.ly/2s0xLHL" target="_blank">Read more analysis and see the financial charts at Seeking Alpha!</a><br />
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<b><span style="color: blue;">About Hewlett Packard Enterprise</span></b><br />
<br />
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.<br />
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Anonymoushttp://www.blogger.com/profile/16184725449341525386noreply@blogger.com0tag:blogger.com,1999:blog-1772947744441741515.post-24944566847407063662017-05-31T12:16:00.001-07:002017-06-08T21:44:59.423-07:00Salesforce Introduces Sales Cloud Partner Relationship Management<div style="text-align: center;">
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<span style="font-size: x-small;">Sales Cloud Partner Relationship Management (PRM)</span><br />
<span style="font-size: x-small;">The New Intelligent Sales App, Built On The #1 CRM Platform</span></div>
<b></b><i></i><u></u><sub></sub><sup></sup><strike></strike><br />
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<div style="text-align: center;">
<b><span style="color: blue;">Salesforce Introduces Sales Cloud Partner Relationship Management</span></b><b><span style="color: blue;"><br /></span></b></div>
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<b><span style="color: blue;">Summary</span></b></div>
<div style="text-align: left;">
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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</div>
<div>
<br />
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.<br />
<br />
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.<br />
<br />
<a href="http://sforce.co/2seU89n" target="_blank">Read more at the Salesforce website!</a><br />
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<b><span style="color: blue;">About Salesforce</span></b><br />
<br />
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.<br />
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Anonymoushttp://www.blogger.com/profile/16184725449341525386noreply@blogger.com0tag:blogger.com,1999:blog-1772947744441741515.post-22988179988448854642017-05-29T09:17:00.000-07:002017-06-08T21:45:16.679-07:00Hewlett Packard Enterprise Earnings Face 'Significant Headwinds'<div style="text-align: center;">
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<span style="font-size: x-small;">Hewlett Packard Enterprise Earnings reports QE April 2017 financial results on May 31</span></div>
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<div style="text-align: center;">
<b><span style="color: blue;">Hewlett Packard Enterprise Earnings Face 'Significant Headwinds'</span></b><b><span style="color: blue;"><br /></span></b></div>
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<b><span style="color: blue;">Summary</span></b></div>
<div style="text-align: left;">
<ul>
<li>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.</li>
<li>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.</li>
<li>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.</li>
</ul>
</div>
<div>
<br />
<b>Earnings per Share</b><br />
<b><br /></b>
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.<br />
<br />
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.<br />
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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.<br />
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Estimated QE April 2017 Earnings per Share (Non-GAAP):<br />
* Analyst Estimates: $0.35 avg, $0.33 low, $0.38 high, 23 analysts<br />
* Prior Year $0.42 = -17% YoY<br />
* Prior Quarter $0.45 = -22% QoQ<br />
* HPE Management Outlook $0.33 to $0.37 = -21% to -12% YoY<br />
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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.<br />
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<a href="https://4.bp.blogspot.com/-EgRtkNZH1f0/WS5kD_SSRXI/AAAAAAAAARw/EGgBp80R-kABit0YFhvHILA2N6SpSsCaQCLcB/s1600/HPEEPSNGEstimate043017.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="371" data-original-width="600" height="246" src="https://4.bp.blogspot.com/-EgRtkNZH1f0/WS5kD_SSRXI/AAAAAAAAARw/EGgBp80R-kABit0YFhvHILA2N6SpSsCaQCLcB/s400/HPEEPSNGEstimate043017.png" width="400" /></a></div>
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<b>Earnings per Share Year Over Year Growth Rate (%)</b><br />
<b><br /></b>
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.<br />
<br />
<b>Net Revenues</b><br />
<b><br /></b>
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.<br />
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Estimated QE April 2017 Revenues (GAAP &Non-GAAP):<br />
* Analyst Estimates: $9.64B avg, $7.32B low, $10.44B high, 21 analysts<br />
* Prior Year $12.71B = -24% YoY<br />
* Prior Quarter $11.41B = -15% QoQ<br />
* HPE Management Outlook: None<br />
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<b>Revenues by Segment</b><br />
<b><br /></b>
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).<br />
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<a href="https://1.bp.blogspot.com/-Uetn42MZrbw/WS5nvPoBJDI/AAAAAAAAASM/ZzKOGg84h1gAHz5SXzDNKaQOgrWanMVLQCLcB/s1600/HPERevenuesSegmentsDetail013117.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="371" data-original-width="600" height="247" src="https://1.bp.blogspot.com/-Uetn42MZrbw/WS5nvPoBJDI/AAAAAAAAASM/ZzKOGg84h1gAHz5SXzDNKaQOgrWanMVLQCLcB/s400/HPERevenuesSegmentsDetail013117.png" width="400" /></a></div>
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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.<br />
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<b>Return on Assets</b><br />
<b><br /></b>
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.<br />
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<b>Conclusion</b><br />
<b><br /></b>
<i>Financial Performance</i>: 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.<br />
<br />
<i>HPE Headwinds</i>: 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.”<br />
<br />
<i>Financial Position</i>: 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.<br />
<br />
<i>Dividends</i>: 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.<br />
<br />
<i>Stock Repurchases</i>: 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.<br />
<br />
<i>Stock Price</i>: 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.<br />
<br />
<i>Stock Evaluation & Opinion</i>: 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.<br />
<br />
<b>Restructuring</b><br />
<b><br /></b>
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.<br />
<br />
<br />
<b><span style="color: blue;">About Hewlett Packard Enterprise</span></b><br />
<br />
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.<br />
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Anonymoushttp://www.blogger.com/profile/16184725449341525386noreply@blogger.com0tag:blogger.com,1999:blog-1772947744441741515.post-5298178693173525472017-05-25T08:58:00.000-07:002017-06-08T21:45:32.518-07:00HP Revenues Up, Earnings Dip<div style="text-align: center;">
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<span style="font-size: x-small;">HP Inc. reported QE April 2017 financial results on May 24</span></div>
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<div style="text-align: center;">
<b><span style="color: blue;"><a href="http://bit.ly/2qSTYpM">HP Revenues Up, Earnings Dip</a></span></b><b><span style="color: blue;"><br /></span></b></div>
<div align="left" style="text-align: left;">
<br />
<br />
<b><span style="color: blue;">Summary</span></b></div>
<div style="text-align: left;">
<ul>
<li>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%).</li>
<li>Increasing revenues, hopeful earnings, stock repurchases, dividends, and a decent dividend yield should provide price support for HPQ.</li>
<li>HP estimates next quarter Non-GAAP earnings per share on average will be +2.6% QoQ and -13.5% YoY.</li>
</ul>
</div>
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<br /></div>
<div>
<a href="http://bit.ly/2qSTYpM" target="_blank">Read more analysis and see the financial charts at Seeking Alpha!</a><br />
<br />
<br /></div>
<b><span style="color: blue;">About HP</span></b><br />
<br />
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.<br />
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Anonymoushttp://www.blogger.com/profile/16184725449341525386noreply@blogger.com0tag:blogger.com,1999:blog-1772947744441741515.post-31105947579876148372017-05-22T06:22:00.000-07:002017-06-08T21:45:48.560-07:00Ho-Hum Earnings Expected For HP<div style="text-align: center;">
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<span style="font-size: x-small;">HP Inc. reports QE April 2017 financial results on May 24</span></div>
<br />
<br />
<div style="text-align: center;">
<b><span style="color: blue;"><a href="http://bit.ly/2q9j9S0">Ho-Hum Earnings Expected For HP</a></span></b><b><span style="color: blue;"><br /></span></b></div>
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<br />
<b><span style="color: blue;">Summary</span></b></div>
<div style="text-align: left;">
<ul>
<li>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.</li>
<li>A small QoQ uptick is expected for earnings per share, but a significant decline in revenues is projected.</li>
<li>HPQ stock reached a multi-year closing high on May 16, but has pulled back over 2% subsequently.</li>
</ul>
</div>
<div>
<br />
<br /></div>
<div>
<a href="http://bit.ly/2q9j9S0" target="_blank">Read more analysis and see the financial charts at Seeking Alpha!</a><br />
<br />
<br /></div>
<b><span style="color: blue;">About HP</span></b><br />
<br />
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.<br />
<br />
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<div style="text-align: center;">
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Anonymoushttp://www.blogger.com/profile/16184725449341525386noreply@blogger.com0tag:blogger.com,1999:blog-1772947744441741515.post-67213413033643684372017-05-19T09:07:00.000-07:002017-06-08T21:46:07.280-07:00Salesforce Reports Record Earnings, Expects Even Higher<div style="text-align: center;">
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<div style="text-align: center;">
<span style="font-size: x-small;">Salesforce reported QE April 2017 financial results on May 18</span></div>
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<br />
<div style="text-align: center;">
<b><span style="color: blue;"><a href="http://bit.ly/2rzr2kO">Salesforce Reports Record Earnings, Expects Even Higher</a></span></b><b><span style="color: blue;"><br /></span></b></div>
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<br />
<b><span style="color: blue;">Summary</span></b></div>
<div style="text-align: left;">
<ul>
<li>Salesforce stock is having the greatest month in company history, reaching all-time highs.</li>
<li>Earnings reported were record high revenues of $2.39B and matched the all-time high non-GAAP earnings per share of $0.28.</li>
<li>Salesforce estimates next quarter will be yet another record-setting financial performance with both all-time high revenues and non-GAAP earnings per share.</li>
</ul>
</div>
<div>
<br />
<br /></div>
<div>
<a href="http://bit.ly/2rzr2kO" target="_blank">Read more analysis and see the financial charts at Seeking Alpha!</a><br />
<br />
<br /></div>
<b><span style="color: blue;">About Salesforce</span></b><br />
<br />
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.<br />
<br />
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Anonymoushttp://www.blogger.com/profile/16184725449341525386noreply@blogger.com0tag:blogger.com,1999:blog-1772947744441741515.post-15830108642128634202017-05-18T03:59:00.000-07:002017-06-08T21:46:26.768-07:00Cisco Earnings Report: An Uncertain Future<div style="text-align: center;">
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<div style="text-align: center;">
<span style="font-size: x-small;">Cisco Systems reported QE April 2017 financial results on May 17</span></div>
<br />
<br />
<div style="text-align: center;">
<b><span style="color: blue;"><a href="http://bit.ly/2qw54RM">Cisco Earnings Report: An Uncertain Future</a></span></b><b><span style="color: blue;"><br /></span></b></div>
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<br />
<br />
<b><span style="color: blue;">Summary</span></b></div>
<div style="text-align: left;">
<ul>
<li>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.</li>
<li>Cisco stock has pulled back from a March 1 multi-year closing high and May retests prior to the earnings report.</li>
<li>Cisco’s Business Outlook for the next quarter is disappointing, forecasting both declining revenues and earnings per share YoY.</li>
</ul>
</div>
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<br />
<br /></div>
<div>
<a href="http://bit.ly/2qw54RM" target="_blank">Read more analysis and see the financial charts at Seeking Alpha!</a><br />
<br />
<br /></div>
<b><span style="color: blue;">About Cisco Systems</span></b><br />
<br />
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.<br />
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Anonymoushttp://www.blogger.com/profile/16184725449341525386noreply@blogger.com0tag:blogger.com,1999:blog-1772947744441741515.post-40967168401459406022017-05-15T16:14:00.000-07:002017-06-08T21:46:41.525-07:00Salesforce Earnings Preview: 2nd Best Quarter In History Expected<div style="text-align: center;">
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<span style="font-size: x-small;">Salesforce reports QE April 2017 financial results on May 18</span></div>
<br />
<br />
<div style="text-align: center;">
<b><span style="color: blue;"><a href="http://bit.ly/2pOZ2s2">Salesforce Earnings Preview: 2nd Best Quarter In History Expected</a></span></b><b><span style="color: blue;"><br /></span></b></div>
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<br />
<b><span style="color: blue;">Summary</span></b></div>
<div style="text-align: left;">
<ul>
<li>Salesforce stock is having the greatest month in company history, reaching all-time highs.</li>
<li>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.</li>
<li>Revenues have had an amazing multi-year growth rate, but Non-GAAP earnings per share growth rate is slowing.</li>
</ul>
</div>
<div>
<br />
<br /></div>
<div>
<a href="http://bit.ly/2pOZ2s2" target="_blank">Read more analysis and see the financial charts at Seeking Alpha!</a><br />
<br />
<br /></div>
<b><span style="color: blue;">About Salesforce</span></b><br />
<br />
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.<br />
<br />
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Anonymoushttp://www.blogger.com/profile/16184725449341525386noreply@blogger.com0tag:blogger.com,1999:blog-1772947744441741515.post-63174597289420974082017-05-15T15:35:00.001-07:002017-06-08T21:47:07.568-07:00Cisco Earnings Expected To Plod Along<div style="text-align: center;">
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<span style="font-size: x-small;">Cisco Systems reports QE April 2017 financial results on May 17</span></div>
<br />
<br />
<div style="text-align: center;">
<b><span style="color: blue;"><a href="http://bit.ly/2pDLZh2">Cisco Earnings Expected To Plod Along</a></span></b><b><span style="color: blue;"><br /></span></b></div>
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<br />
<b><span style="color: blue;">Summary</span></b></div>
<div style="text-align: left;">
<ul>
<li>Cisco earnings will be reported this week and are expected to be a small improvement both YoY and QoQ.</li>
<li>Cisco stock has pulled back from a March 1 multi-year high and May 5 retest prior to the earnings report.</li>
<li>Revenues have been cyclical and flat overall for several years. Non-GAAP earnings per share have been in a slowing uptrend.
</li>
</ul>
</div>
<div>
<br />
<br /></div>
<div>
<a href="http://bit.ly/2pDLZh2" target="_blank">Read more analysis and see the financial charts at Seeking Alpha!</a><br />
<br />
<br /></div>
<b><span style="color: blue;">About Cisco Systems</span></b><br />
<br />
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.<br />
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Anonymoushttp://www.blogger.com/profile/16184725449341525386noreply@blogger.com0tag:blogger.com,1999:blog-1772947744441741515.post-16791323074521657862013-04-30T20:26:00.002-07:002013-04-30T20:26:21.488-07:00Facebook Mobile Usage Continues to Rise<div style="text-align: center;">
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<b><span style="color: blue;">Facebook Mobile Usage Continues to Rise</span></b></div>
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(Business Insider)... according to comScore data analyzed by J.P. Morgan analyst Doug Anmuth. Anmuth notes that Facebook's share of total mobile minutes continues to rise, while share of time spent on those other sites remains relatively flat.<br />
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<a href="http://3.bp.blogspot.com/-T5mGijiD8YA/UYCKe1kWpmI/AAAAAAAAANk/jaQ9ZTQDFnc/s1600/FacebookMobileUsageFebruary2013.jpg" imageanchor="1"><img border="0" height="300" src="http://3.bp.blogspot.com/-T5mGijiD8YA/UYCKe1kWpmI/AAAAAAAAANk/jaQ9ZTQDFnc/s400/FacebookMobileUsageFebruary2013.jpg" width="400" /></a><br />
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<a href="http://read.bi/ZyQOUd">Turns Out People Aren't Actually Getting Bored With Facebook</a></div>
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Anonymoushttp://www.blogger.com/profile/16184725449341525386noreply@blogger.com0tag:blogger.com,1999:blog-1772947744441741515.post-45447825246367299462013-03-06T07:07:00.000-08:002013-03-06T07:08:14.674-08:00Salesforce: Record Earnings, Continuing Losses<div style="text-align: center;">
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<span style="font-size: x-small;">Salesforce reported QE January 2013 financial results on February 28</span></div>
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<b><span style="color: blue;">The Salesforce Anomaly: Record Earnings And Ongoing Losses</span></b></div>
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Enterprise cloud computing leader Salesforce (CRM) reported record Non-GAAP earnings per share ($0.51) and a 7th consecutive GAAP loss per share (-$0.14) for the quarter ending January 2013. Revenues and gross profit were also a record. CEO and cloud visionary Marc Benioff saw Salesforce conclude a "spectacular finish to its fiscal year" and then a CRM stock pop of +7.55% the next day. <a href="http://bit.ly/XPslrj">Read more and see the charts at Seeking Alpha.</a></div>
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<b><span style="color: blue;">About Salesforce</span></b><br />
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Founded in 1999, salesforce.com is the enterprise cloud computing leader. Using salesforce.com’s social and mobile cloud technologies, companies can connect with customers, partners and employees in entirely new ways. Based on salesforce.com's real-time, multitenant architecture, the company's platform and apps give customers the tools to create a social front office and revolutionize the way they sell, service, market, collaborate, work and innovate.</div>
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</div>Anonymoushttp://www.blogger.com/profile/16184725449341525386noreply@blogger.com0tag:blogger.com,1999:blog-1772947744441741515.post-87530855962410494142013-02-27T18:30:00.000-08:002013-02-27T18:30:18.370-08:00Rackspace Acquires ObjectRocket<div style="text-align: center;">
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<a href="http://3.bp.blogspot.com/-Q6LiZjcuzOY/TiMuCN04yYI/AAAAAAAAAG0/610vAuhmfr4/s1600/RackspaceLogo.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="77" src="http://3.bp.blogspot.com/-Q6LiZjcuzOY/TiMuCN04yYI/AAAAAAAAAG0/610vAuhmfr4/s200/RackspaceLogo.jpg" width="200" /></a></div>
<span style="font-size: x-small;">Rackspace <a href="http://bit.ly/X50HHu">reported</a> QE December 2012 financial results on February 12</span><br />
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<b><span style="color: blue;">Rackspace Acquires ObjectRocket to Help Customers Scale MongoDB in the Cloud</span></b><br />
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Acquisition to Provide Open Cloud Customers with NoSQL Database as a Service Offering That’s Significantly Faster Than Leading Competitors<br />
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SAN ANTONIO -- (BUSINESS WIRE) -- Feb. 27, 2013 -- Today, Rackspace® Hosting (NYSE: RAX), the open cloud company, announced it has entered into a definitive agreement to acquire ObjectRocket, a MongoDB database as a service (DBaaS) provider. With ObjectRocket’s open source-based MongoDB solution, Rackspace will broaden its OpenStack-based open cloud platform to offer customers a NoSQL DBaaS. The ObjectRocket offering also immediately expands Rackspace’s capability to help customers shoulder big data in the cloud for today’s most demanding applications. The acquisition will close today.<br />
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According to a report from The 451 Group, “NoSQL software revenue is expected to grow at a CAGR of 82 percent to reach $215 million by 2015.” With the acquisition of ObjectRocket, Rackspace will establish a strong presence within the high growth, NoSQL database market. The ObjectRocket offering will be available in early March for Rackspace customers in its Chicago facility and will soon be deeply integrated across Rackspace's Open Cloud portfolio. ObjectRocket also leverages AWS Direct Connect to provide low latency and free bandwidth to AWS customers and will continue to be sold as a standalone service.<br />
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“Databases are the core of any application and expertise in the most popular database technologies will be critical to us delivering Fanatical Support® in the open cloud,” said Pat Matthews, senior vice president of corporate development at Rackspace. “As we look to expand our open cloud database offering into the MongoDB world, we are really excited to work with the entrepreneurs and engineers at ObjectRocket.”<br />
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Read more at <a href="http://bit.ly/XHqUZO">Rackspace</a>.<br />
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<b><span style="color: blue;">About Rackspace Hosting</span></b><br />
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Rackspace Hosting (NYSE: RAX) is the open cloud company, delivering open technologies and powering more than 205,000 customers worldwide. Rackspace provides its renowned Fanatical Support® across a broad portfolio of IT products, including Public Cloud, Private Cloud, Hybrid Hosting and Dedicated Hosting. Rackspace has been recognized by Bloomberg BusinessWeek as a Top 100 Performing Technology Company, is featured on Fortune’s list of 100 Best Companies to Work For and is included on the Dow Jones Sustainability Index. Rackspace was positioned in the Leaders Quadrant by Gartner Inc. in the “2011 Magic Quadrant for Managed Hosting.” Rackspace is headquartered in San Antonio with offices and data centers around the world. For more information, visit www.rackspace.com.</div>
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Anonymoushttp://www.blogger.com/profile/16184725449341525386noreply@blogger.com0