Symantec (NASDAQ:SYMC) announced its Q3 FY12 earnings last week with revenues of $1.725 billion last quarter, up 7% year-over-year. Its revenue growth was driven primarily by revenue from security software for businesses increased 17% year-over-year. On the other hand, revenue from consumer security software and storage software increased only 5% and 3% respectively, weighing on revenue growth. Symantec also managed to improve its overall gross margin to 84.2%. Following the results, we have revised our Trefis price estimate for Symantec to $21.60, which stands nearly 20% above the current market price. Symantec competes primarily with Intel (NASDAQ:INTC) via McAfee in security software and IBM (NYSE:IBM), EMC (NYSE:EMC), HP (NYSE:HPQ) and NetApp (NASDAQ:NTAP) in storage software. Read More »
Articles for Software
Enterprise Security Software Carries Symantec to $21.60
Graph ItNEW!Friday, February 3rd, 2012 by Trefis Team
Weekly Tech Review: Microsoft and Zynga
Graph ItNEW!Friday, February 3rd, 2012 by Trefis Team
This week was a very eventful one for several companies in the technology space, with many of them announcing their earnings for Q4 2011. Besides that, there were some significant developments related to companies like Microsoft (NASDAQ:MSFT) and Zynga (NASDAQ:ZNGA), which could impact their value in the coming years.
Microsoft Begins Technical Preview of Office 15, Beta Launch in Summer 2012
Graph ItNEW!Tuesday, January 31st, 2012 by Trefis Team
Microsoft (NASDAQ:MSFT) has announced that it has released a Technical Preview version of Office 15 to select customers, who will test the software, point out bugs and suggest usability improvements, if any. It also announced that it will be releasing a public beta of Office 15 in Summer of 2012. Office 15 is the next version of Microsoft Office expected to be launched in 2013. Office 15 will offer a completely redesigned interface, optimized for touch-based tablets as well as standard notebooks. Microsoft Office competes primarily with Google (NASDAQ:GOOG) Docs, Apple (NASDAQ:AAPL) iWork and open-source alternatives like Open Office and Libre Office. Read More »
Microsoft & RIM to Launch Blackberry Business Cloud Services for Office 365
Graph ItNEW!Tuesday, January 31st, 2012 by Trefis Team
Microsoft (NASDAQ:MSFT) and Research in Motion (NASDAQ:RIMM) have announced the launch of BlackBerry Business Cloud Services for Microsoft Office 365. The new service enables enterprise Office 365 customers to manage employee Blackberry devices using Exchange Online, Microsoft’s hosted email offering which is included in the Office 365 suite.
Read More »
After Consoles and Desktops, Microsoft Plans to Bundle Kinect with Notebooks
Graph ItNEW!Tuesday, January 31st, 2012 by Trefis Team
The Kinect sensor for the Xbox gaming console has been Microsoft‘s (NASDAQ:MSFT) greatest product success in recent times. It was the fastest selling consumer electronics device ever, selling more than 18 million units since its launch in late 2010. Microsoft recently announced that it would launch Kinect for Windows desktops in February 2012. Recently, it also confirmed that it plans to bundle Kinect sensors with notebooks. It is already working on prototypes of Kinect enabled notebooks with Asus, and may launch some models following the launch of Windows 8 in mid-2012. Read More »
SAP’s Cloud, HANA and Mobile Plans Lift Earnings and Outlook
Graph ItNEW!Friday, January 27th, 2012 by Trefis Team
SAP (NYSE:SAP) announced its earnings for Q4 FY11, reporting strong revenue growth in its core businesses, as well as from its new initiatives. It managed to show double digit sales growth in software revenue from all major markets despite the global economic slowdown threatening enterprise software spending. Q4 2011 was its best quarter yet in terms of earnings with total revenue of around €4.5 billion. We expect strong revenue growth in the coming years. Following the earnings update, we have updated our model to reflect the latest numbers. Our $62 Trefis price estimate for SAP stands nearly 5% above its current market price. SAP competes primarily with Oracle (NASDAQ:ORCL), Microsoft (NASDAQ:MSFT) and Salesforce.com (NYSE:CRM). Read More »
Weekly Tech Review: Microsoft and Zynga
Graph ItNEW!Friday, January 27th, 2012 by Trefis Team
This week was a very eventful one for several companies in the technology space, with many of them announcing their earnings for Q4 2011. There were some significant developments related to companies like Microsoft (NASDAQ:MSFT) and Zynga (NASDAQ:ZNGA), which could impact their value in the coming years. Read More »
Microsoft Ready to Launch Windows 8 App Store in February
Graph ItNEW!Wednesday, January 25th, 2012 by Trefis Team
Microsoft (NASDAQ:MSFT) revealed some more details about the Windows 8 App Store, an online application marketplace for Windows users, which will be launched with Windows 8. Microsoft will be doing a beta launch of the Windows App Store as well as Windows 8 in February 2012. It is holding a contest to encourage developers to build Metro style Windows 8 apps, which will be made available with the App Store. Windows 8 is expected to be Microsoft’s biggest launch in years, and one of its most crucial ones, as Windows accounts for nearly 25% of Microsoft’s $32 Trefis price estimate and brings in a significant portion of its revenues. Windows 8 will compete with Apple‘s (NASDAQ:AAPL) Mac OS X, Linux and to some extent, Google‘s (NASDAQ:GOOG) Chrome OS. Read More »
Software : All Articles
- Week of 2012-01-29
- 02/03/12 Enterprise Security Software Carries Symantec to $21.60
- 02/03/12 Weekly Tech Review: Microsoft and Zynga
- 01/31/12 Microsoft Begins Technical Preview of Office 15, Beta Launch in Summer 2012
- 01/31/12 Microsoft & RIM to Launch Blackberry Business Cloud Services for Office 365
- 01/31/12 After Consoles and Desktops, Microsoft Plans to Bundle Kinect with Notebooks
- 01/31/12 Salesforce Launches Desk.com, Social Customer Service Platform for SMBs
- Week of 2012-01-22
- 01/27/12 SAP’s Cloud, HANA and Mobile Plans Lift Earnings and Outlook
- 01/27/12 Weekly Tech Review: Microsoft and Zynga
- 01/25/12 Microsoft Ready to Launch Windows 8 App Store in February
- 01/25/12 Salesforce.com Helps Companies Sift Social Network Chatter
- 01/23/12 Symantec Earnings Preview: What We’re Watching Wednesday
- Week of 2012-01-15
- 01/20/12 Weekly Tech Review: Microsoft, SAP and Oracle
- 01/20/12 Microsoft’s Server and Xbox Sales Offset Slowing Windows, $32 Fair Value Unchanged
- 01/19/12 HANA & Mobile Sales Exceed Targets, SAP Reports Record Revenue in 2011
- 01/18/12 SAP Ramps Up Retailer ERP Offerings, Headed to $63
- 01/18/12 Microsoft Announces Skype for Windows Phone, Earnings On Deck
- 01/18/12 SAP Buys Datango to Dominate Education Software Market
- 01/18/12 Microsoft Earnings Preview: What We’re Watching This Week
- 01/17/12 Symantec Acquires LiveOffice to Bolster Enterprise Security Offering
- 01/17/12 Adobe Revises Creative Suite Upgrade Policy After Getting Earful
- 01/17/12 Oracle Counters SAP’s HANA with Exalytics and TimesTen In-Memory Database
- Week of 2012-01-08
- 01/13/12 Microsoft Restructuring Operations to Trim Down Marketing Expenses
- 01/12/12 You Can Sign Docs Digitally on the New Adobe Reader with EchoSign
- 01/12/12 Oracle Rolls to $37 with Help from Big Data Appliance Cloudera
- 01/12/12 Android App Emulator Solves Microsoft’s App Dilemma for Windows 8
- 01/12/12 Microsoft’s Kinect for Windows Will Help it Reach $32
- 01/12/12 Symantec Updates: Worth $20 as SSL Shows Gains, Leaked Code Not Harmful
- 01/11/12 Intel in 2012: Leads the Push for Ultrabooks
- 01/10/12 SAP Update: Zeroes in on the Cloud, Worth $63
- 01/10/12 Salesforce.com Update: Increasing Competition Weighs on Stock
- 01/09/12 Europe Will Drag on IT Spending in 2012
- Week of 2012-01-01
- 01/06/12 Weekly Tech Notes: Microsoft and Zynga
- 01/06/12 Microsoft Update: Windows, Xbox and Windows Phone to Guide Revenue Growth
- 01/06/12 Adobe Update: Bet on Digital Media & Marketing Should Get Stock to $34
- 01/05/12 Oracle Update: All Eyes on the Cloud as Hardware Sales Recover
- Week of 2011-12-25
- 12/29/11 SAP and Google Team Integrate Google Apps with SAP’s Business ByDesign ERP Suite
- 12/29/11 Zoho’s Upgraded CRM Offering Poses Threat to Salesforce.com
- 12/28/11 Adobe Launches EchoSign App for Apple’s iOS
- 12/27/11 Microsoft’s Profit Margins, $32 Fair Value Under Pressure from Cloud
- 12/26/11 SAP Owned SuccessFactors Acquires Jobs2Web, Cloud-based Recruiting Platform
- 12/26/11 Dell Adds Salesforce Service Cloud to its CRM Offering
- Week of 2011-12-18
- 12/23/11 Oracle Bets on the Cloud as Software Sales Slump on European Mess
- 12/23/11 Weekly Tech Review: Microsoft, Oracle and SAP
- 12/23/11 Microsoft & Intel Fend Off iPad Frenzy with Ultrabooks
- 12/22/11 SAP Partners with NetBase to Enter the Social Media Analytics Market
- 12/22/11 Microsoft Launches SkyDrive App for iPhone and Windows Phone
- 12/20/11 Salesforce.com Enters Human Capital Management Market with Rypple Deal
- 12/19/11 Oracle Earnings Preview: What We’re Watching
- 12/19/11 Weekly Tech Notes: Zynga, Microsoft & Adobe
- 12/19/11 Microsoft Launches AnswerDesk, Wanna Be “Genius Bar” for PCs
- Week of 2011-12-11
- 12/16/11 Adobe Heads for $34 on Digital Media and Marketing Drive
- 12/16/11 Microsoft Looks for More Coin From Skype Enterprise Customers
- 12/15/11 Cisco Primed for Explosive Traffic Growth Driven by the Cloud
- 12/14/11 Microsoft Teams Up with HP to Conquer the Enterprise Cloud
- 12/14/11 Symantec Update: Market Share Slips, Unveils New Mobile Security Offering
- 12/14/11 Adobe Earnings Preview: What We’re Watching
- 12/13/11 Tech Notes: Microsoft, SAP & Salesforce.com
- 12/13/11 Symantec Market Share in Storage Software Slips Again
- 12/13/11 Microsoft’s Xbox Live Brings Live TV, More Streaming Content & Kinect Voice Control
- 12/13/11 Microsoft Should Launch Windows 8 ASAP as Tablet Demand Spikes
- Week of 2011-12-04
- 12/09/11 Symantec Corp: The Virus of Mismanagement
- 12/09/11 Adobe Update: Efficient Frontier Acquisition to Help Digital Marketing Efforts
- 12/09/11 Oracle Updates: Competition in the Cloud Intensifies
- 12/09/11 Microsoft Upgrades Office 365; Adds Sharing Features & Mobile Support
- 12/09/11 SAP Plays Cloud Catch Up with SuccessFactors Acquisition
- 12/09/11 Salesforce.com’s Enterprise App Store Goes Mobile
- 12/09/11 Symantec Launches New Enterprise Mobile Security Offering
- 12/08/11 Microsoft Unveils Windows 8 App Store; Its Next Billion Dollar Business?
- 12/08/11 Salesforce.com Update: New Products Drive Stock Higher on Improved Outlook
- 12/08/11 SAP Update: Raises its Profile in the Cloud and Mobile Markets
- Week of 2011-11-27
- 12/02/11 Weekly Tech Notes: Microsoft, Adobe & Salesforce.com
- 12/01/11 Microsoft Working on Office 15, Beta Launch in Early 2012
- 12/01/11 Salesforce.com Launches Heroku Postgres, Another Cloud Based Database Service
- 12/01/11 Oracle Set to Launch Cloud Application Server
- 12/01/11 Microsoft Acquires VideoSurf to Spruce Up Video Search & Discovery on Xbox Live
- 11/30/11 PC Shipments Impacted by Thailand Floods to Hurt Microsoft’s Windows Sales in Q4
- 11/30/11 Delayed Windows 8 Launch Could Hurt Microsoft’s Sales in 2012
- 11/30/11 Adobe Update: Going Ahead with Digital Media & Marketing Push
- 11/30/11 Oracle Update: Committed to the Enterprise Cloud
- 11/30/11 Symantec Update: Stock Shimmies on EU Noise, Enterprise Storage & Security Software
- Week of 2011-11-20
- 11/25/11 Weekly Tech Review: Microsoft, SAP & Oracle
- 11/25/11 SAP Powers Data Warehouse Software with HANA to Improve Performance
- 11/23/11 Intel’s Push for Touchscreen Ultrabooks to Help Microsoft’s Windows 8 Efforts
- 11/22/11 Microsoft Offering $25 Worth of Apps With Every Windows Phone to Boost Sales
- 11/21/11 After Adobe Abandons Mobile Flash, Will Microsoft Axe Silverlight?
- 11/21/11 Salesforce.com Updates: Focuses on Cloud Based Software as Stock Slumps
- 11/21/11 SAP Focused on Products As European Concerns Hammer its Stock
- Week of 2011-11-13
- 11/18/11 Weekly Tech Review: Salesforce.com & Microsoft
- 11/18/11 SAP Looks to Expand in Asia Following Excellent Sales Growth
- 11/18/11 Salesforce.com Model Metrics Deal Helps Enterprises Become Social and Mobile
- 11/18/11 Mac Passes 5% Global PC Market Share as Windows 8 Remains in the Offing
- 11/18/11 Salesforce.com’s Rising Expenses Keep $120 Lid on Stock
- 11/17/11 Salesforce.com Q3 Earnings Preview: What We’re Watching Thursday
- 11/17/11 Symantec Exits Joint Venture with Huawei for $530 Million
- 11/16/11 Windows 8 Continues to Rally Support from Top Manufacturers
- 11/15/11 Xbox Live Adds More Social and Video as Microsoft Sees Value in Gamers
- 11/15/11 Oracle’s GoAhead Software Sharpens Focus on Communications Service Providers
- Week of 2011-11-06
- 11/11/11 SAP Focusing on Mobile, Cloud & Big Data to Drive Growth in 2012
- 11/11/11 After Xbox, Microsoft Plans to Bring Kinect to Windows 8. Game On!
- 11/11/11 Steve Jobs’ Final Victory: Adobe Abandons Flash on Mobile
- 11/10/11 Symantec Revamps Network Storage Appliance; Jumping All Over Storage Market
- 11/10/11 Adobe Sacks Employees, Restructures to Focus on Digital Media and Marketing
- 11/09/11 SAP Targets Small Businesses with New Business One ERP Offering
- 11/08/11 SAP Goes After Big Data with Hadoop Integration
- 11/07/11 Weekly Tech Notes: Adobe & Microsoft
- Week of 2011-10-30
- 11/02/11 Adobe Takes Aim at Video Advertising Market with Auditude Acquisition
- 11/02/11 Microsoft Updates Dynamics CRM with Social Features
- 11/01/11 Microsoft Inks Patent Deal with Compal, Printing Money Off Android
- 11/01/11 SAP’s Outlook Solid on Earnings, New Product Annoucements
- 11/01/11 Symantec Upgrades Storage Software Products, Announces New Pricing Scheme
- 11/01/11 Microsofts Tablets Overtake Netbooks in Q2 2011
- 10/31/11 SAP’s Software Sales, International Reach Show Impressive Growth
- 10/31/11 Weekly Tech Notes: Microsoft & Oracle
- Week of 2011-10-23
- 10/28/11 Security Software for Businesses Boosts Symantec’s Revenue Growth
- 10/28/11 SAP Launches On Demand Business Intelligence Offering
- 10/28/11 New Unblur Feature Could Boost Adobe Photoshop Sales
- 10/27/11 Oracle Acquires RightNow to Take on Salesforce.com in Cloud Based CRM
- 10/27/11 Microsoft To Go Mobile With its Business Intelligence Offerings
- 10/27/11 Symantec Launches New Security and Backup Cloud Software
- 10/27/11 Salesforce’s Stock Has the Jitters With Big Tech Taking on the Cloud
- 10/24/11 Symantec Earnings Preview: What We’re Watching Wednesday
- 10/23/11 Office, Server & Xbox Propel Microsoft’s Revenue Growth
- Week of 2011-10-16
- 10/21/11 Weekly Tech Notes: Microsoft, SAP & Oracle
- 10/21/11 Oracle Buys Endeca For Big Data Analysis and BI Tools
- 10/21/11 After Oracle, Microsoft Goes After Big Data
- 10/21/11 Dell, HP Already Backing Microsoft’s Windows 8 For Tablets
- 10/20/11 Adobe Banking on HTML 5 and Tablet Apps to Drive Growth Going Forward
- 10/19/11 Microsoft and HP Target the Database Market with SQL Server Appliance
- 10/19/11 SAP Stock Jumps Following Higher Than Expected Revenue Growth
- 10/19/11 Oracle’s Stock Headed to the Cloud
- 10/18/11 Symantec Steps Up Its Enterprise Game with New Authentication and Security Offering
- 10/18/11 Microsoft Earnings Preview: What We’re Watching Thursday
- Week of 2011-10-09
- 10/14/11 Microsoft Snags Android Patent Deal with Quanta, Another Big Win
- 10/14/11 Microsoft Officially Closes Skype Deal; Stock Even Money at $28 for Now
- 10/14/11 Symantec’s Stock Elevates on Slew of New Announcements
- 10/13/11 Survey: Windows 8 Could Help Microsoft Ride the Mobile Wave
- 10/13/11 Microsoft’s Stock Firm as Earnings are on Deck Next Week
- 10/12/11 Oracle Gets More Social On the Way to $40
- 10/11/11 SAP Keeps HR Pros Up and Running with Mobile Apps
- 10/10/11 Oracle Looks to Ride Big Data and NoSQL Growth to $40
- 10/10/11 Backed by HP, SAP Jumps on the Cloud Bandwagon
- 10/10/11 Weekly Tech Notes: Oracle, Adobe & Microsoft
- Week of 2011-10-02
- 10/07/11 Oracle Finally Embraces the Cloud with ‘Oracle Public Cloud’
- 10/07/11 Adobe Acquires Typekit to Enhance its Web Design Offerings
- 10/06/11 Microsoft’s Skype Deal Gets OK From EU Regulator
- 10/05/11 Adobe Looking Suite at $35: New Photoshop Touch for Tablets and Creative Cloud
- 10/05/11 Adobe Furthers Its Lead in Mobile App Development with PhoneGap Acquisition
- Week of 2011-09-25
- 09/30/11 Weekly Tech Notes: Microsoft, Oracle and Adobe
- 09/30/11 While Microsoft Earns Extra Dough From Android, Google is Slugging it Out with Oracle
- 09/30/11 Adobe Fights On with Flash 11 Despite Being Rebuffed by Apple and Microsoft
- 09/29/11 Windows 8 Threatens to Torpedo Symantec’s Norton Antivirus Business
- 09/29/11 Adobe Steps Up Creative Suite Efforts with Photoshop Elements 10 Launch
- 09/28/11 Amazon’s Kindle Fire Could Make Microsoft’s Tablet Entry Even More Difficult
- 09/27/11 Microsoft Follows Salesforce in Making CRM More Social
- 09/27/11 Oracle Launches Off the Shelf Database Solution for Small, Mid-Size Businesses
- 09/26/11 Oracle Acquires GoAhead Software, Market Leading Communication Services Specialist
- 09/25/11 Tech Weekly Notes: Oracle, Adobe, SAP and Salesforce.com
- Week of 2011-09-18
- 09/23/11 Tablets & New Software to Drive Adobe’s Growth in Q4
- 09/23/11 SAP Acquires Crossgate to Strengthen ERP and SCM Offerings
- 09/23/11 Salesforce.com Acquires Assistly to Bolster CRM Offering
- 09/21/11 End of the Road for Adobe Flash on Tablets?
- 09/21/11 Oracle Shrugs Off EU Mess With Solid Growth & Margin Improvement
- 09/19/11 Symantec to Launch Norton One: Universal Protection For All Your Devices
- 09/19/11 Oracle Earnings Preview: What We’re Watching
- 09/19/11 Symantec Taps Potential Gold Mine with Security Service for Cloud Platforms
- Week of 2011-09-11
- 09/16/11 Weekly Tech Review: Microsoft, Adobe, Symantec and SAP
- 09/16/11 Adobe Earnings Preview: What We’re Watching
- 09/15/11 Adobe Bolsters Video Editing Software by Adding Iridas to its Bench
- 09/13/11 HP Secures Enterprises from Growing Cloud and Mobile Threats
- 09/12/11 Businesses View Operations in 3D with SAP’s Newly Acquired Software
- 09/12/11 Weekly Tech Review: Salesforce.com, Microsoft, Oracle, SAP and Verisign
- Week of 2011-09-04
- 09/09/11 Microsoft Could Unveil Windows 8 for Tablets Next Week
- 09/09/11 Symantec Upgrades Backup Software En Route to $20
- 09/08/11 IBM Sees Big Market in Making Cities Safer with i2 Acquisition
- 09/07/11 Microsoft Upgrades Display Ad Technology to Counter Facebook & Google
- Week of 2011-08-28
- 09/02/11 Cisco Will be a Big Winner in Shift to the Cloud
- 09/01/11 Adobe Launches PDF Creation Tools for iOS
- 08/31/11 Microsoft Launches Dynamics CRM, Pays Users to Switch
- 08/31/11 Oracle Challenges VMware with New Virtualization Software
- 08/31/11 SAP Launches New Microsite to Spur CRM Sales, Will it Work?
- 08/29/11 Salesforce.com Acquires Cloud Encryption Firm to Secure its Cloud Offerings
- 08/29/11 Skype Looks to Crack Group Messaging with GroupMe Acquisition
- 08/29/11 Weekly Tech Notes: Microsoft and Apple
- Week of 2011-08-21
- Week of 2011-08-14
- 08/19/11 Will Windows 8 App Store be a Billion Dollar Business?
- 08/16/11 Adobe’s Muse: Website Building for Dummies
- Week of 2011-08-07
- 08/11/11 Oracle Expands in EMEA on 30% Regional Growth
- 08/08/11 SAP Hungry for ERP Market Share, Rolls Out Business ByDesign 3.0
- 08/08/11 IBM Adds Integrated ERP Specialist Infor to its Bench
- Week of 2011-07-31
- 08/05/11 SAP Looks to Add More China to its Growth
- 08/05/11 Tech Weekly Notes: Oracle, Adobe and Microsoft
- 08/04/11 What Windows 8 Means to Microsoft’s Stock
- 08/03/11 Symantec Heads to $20 with Antivirus & Storage Combo
- 08/03/11 Adobe Embraces HTML5 with Edge, Heading to $35
- 08/03/11 Oracle Adds InQuira to its Bench on Way $37
- 08/01/11 SAP’s New Businesses Support Growth Outlook
- Week of 2011-07-24
- 07/27/11 Microsoft Shows Broadbased Growth but Upside Capped at $28
- 07/25/11 SAP Earnings Wednesday: ERP, CRM & Gross Margins in Focus
- Week of 2011-07-17
- 07/22/11 This Week in Software: Apple, Microsoft, Adobe and Oracle
- 07/21/11 Norton Mobile Security for Android Lifts Outlook for Symantec
- 07/19/11 Adobe Aims for $35 with EchoSign Acquisition
- 07/18/11 Software Weekly Notes: Microsoft, VeriSign and Symantec
- Week of 2011-07-03
- 07/08/11 This Week in Software: Microsoft, Oracle, SAP and Salesforce
- 07/08/11 Android’s Success Could Lift Microsoft Past $27
- 07/07/11 SAP Upside & Downside Scenarios to $64 Stock Value
- 07/06/11 Oracle’s Upside from Suing Google
- Week of 2011-06-26
- 07/01/11 Software Weekly Notes – Microsoft and Oracle
- 06/28/11 Microsoft Wants to Tap Cloud Computing Growth with Office 365
- 06/27/11 Oracle’s Database Business Munches IBM’s Market Share
- 06/27/11 Oracle Hardware Growth Will Come, Focusing on Profitability First
- Week of 2011-06-19
- 06/23/11 Norton’s Everywhere Initiative Could be Symantec’s Mobile Money Maker
- 06/20/11 Adobe Earnings Preview: What We’re Watching
- Week of 2011-06-12
- 06/17/11 Oracle Earnings Preview: What We’re Watching
- 06/13/11 Intel, AMD & Akamai Could Gain from Cloud Insecurity
- Week of 2011-05-29
- 05/31/11 Salesforce.com is Not Worried About Microsoft’s “Zune Strategy”
- 05/30/11 Xbox’s Average Selling Price Tied to its Market Share
- Week of 2011-05-22
- 05/26/11 3 Factors Behind Salesforce.com’s Higher Expenses
- 05/24/11 Salesforce.com Raises Guidance on Growth in Customer Base
- Week of 2011-05-15
- 05/17/11 Google Adds Spark to Telcos
- 05/17/11 Salesforce.com Earnings Preview: What We’re Watching
- 05/16/11 Growing Mobile Security Threats Spells Upside for Symantec
- Week of 2011-05-08
- 05/13/11 Netsuite Win Enhances Oracle’s Exadata Presence
- 05/13/11 Google Launches Direct Attack on Microsoft with Chromebook
- 05/12/11 Microsoft Missing Out On Growth From 2 Billion Internet Users
- 05/11/11 SAP Spending More to Drive Long-Term Growth
- 05/11/11 With Microsoft, Can Skype Accelerate the Shift to VoIP?
- Week of 2011-04-24
- 04/28/11 EMC & VMware Show Strong Q1 Results
- 04/27/11 SAP Enhances Customer-Focused Strategy with Innovation
- Week of 2011-04-17
- 04/20/11 Positive Outlook for Salesforce’s CRM Share
- 04/20/11 Microsoft Earning Preview: Windows, OS & Margin Trend in Focus
- Week of 2011-04-10
- 04/15/11 Oracle’s Middleware Software Shines, Supporting $38 Stock Value
- 04/11/11 Mobile Searches Will Help Bing’s Search Revenues
- 04/11/11 Market for Anti-Virus Software Keeps Growing
- Week of 2011-04-03
- 04/08/11 VMware Worth 40% of EMC’s Stock Value
- 04/04/11 10 Tech Stocks with Highest Cash Contributions vs. Stock Value
- Week of 2011-03-27
- 03/31/11 McAfee Targets Enterprise Security Riding Shotgun for Intel
- 03/30/11 Oracle – Profitability is the Focus
- 03/29/11 Exadata and Exalogic Driving Oracle’s Growth
- Week of 2011-03-20
- 03/25/11 The 3 Most Important Product Segments for Oracle
- 03/23/11 Should We Be Worried About Salesforce’s Rising Operating Expenses?
- 03/22/11 Salesforce.com’s Development Platform Could Become a Major Force
- Week of 2011-03-13
- 03/17/11 Salesforce.com Management Upbeat about Chatter’s Prospects
- 03/17/11 SAP’s In-Memory Technology to Shake Up Database Market
- 03/16/11 Intel to McAfee: Let’s Secure the Cloud
- 03/14/11 Amazon’s Cloud & Web Services Business is Growing, But Won’t Move Stock Much
- Week of 2011-03-06
- 03/11/11 Acquisitions Boost Oracle’s Middleware License Market Share
- 03/11/11 SaaS Market Growth Trickles Down to Lift Oracle Stock
- Week of 2011-02-27
- 03/03/11 Adobe’s Creative Suite 5 Lifts Stock But Pricing on Future Versions a Concern
- 03/03/11 Improvement in Oracle’s Hardware Storage Share Adds Little Value to Stock
- 03/01/11 Sophisticated Cyber Attacks Expand the Addressable Security Software Market
- 02/28/11 2 Microsoft Concerns That Could Deflate Our Enthusiasm
- Week of 2011-02-20
- 02/24/11 Yahoo’s Search Profit Margin to Expand Offering Additional Upside to Stock
- 02/24/11 Oracle’s Abundant Cash Balance Provides Room for Acquisitions
- 02/24/11 Adobe’s Upside and Downside Market Share Scenarios
- 02/23/11 Optimistic Outlook for SAP’s On-Demand Market Prospects
- 02/23/11 Salesforce.com Showing Strong Subscriber Growth Momentum
- Week of 2011-02-13
- 02/17/11 Nokia Partnership Provides Upside for Microsoft Stock
- 02/14/11 Mobile Device Security Creates Attractive Growth Opportunity for Symantec
- Week of 2011-02-06
- 02/11/11 Can New Storage Products Move the Needle for Oracle Stock?
- 02/10/11 Can Salesforce.com Make its Presence Felt in the Cloud Computing Market?
- 02/09/11 SAP Looks to Tap New Markets for Growth
- 02/07/11 Adobe’s Creative Software Market Share Will Continue to be Volatile
- Week of 2011-01-30
- 02/02/11 On-Demand Growth Drives Salesforce’s CRM Market Share
- 01/31/11 Number of Salesforce.com Chatter Users on the Rise
- Week of 2011-01-23
- 01/28/11 Oracle Lags at Enterprise Servers However Still a $38 Stock
- 01/27/11 Upside to Oracle’s Dominant Position in Database Software
- 01/26/11 Microsoft Dynamics CRM a Shot Across the Bow at Salesforce
- 01/26/11 What Does an ARM-Compatible Windows OS Mean for Intel?
- 01/25/11 Android’s a Growth Engine for Adobe’s Stock
- Week of 2011-01-16
- 01/20/11 Leveraging SaaS Market Growth Critical For SAP Stock
- 01/18/11 Oracle’s Exadata & Software Give Oracle 20% Upside
- Week of 2011-01-09
- 01/14/11 Kinect Expands Home Entertainment Beyond Gaming, Reinforces Stock Upside
- 01/14/11 Chatter Network Can Help Salesforce.com Up-Sell Other Cloud-Based Products
- 01/10/11 Potential Rise in Web Service Margins Provides Little Upside to Amazon
- 01/10/11 Can Project Denver Justify Nvidia’s Stock Run?
- Week of 2011-01-02
- Week of 2010-12-26
- 12/28/10 Cisco Can Benefit from Network Security Market Growth, But Upside is Limited
- 12/28/10 Trefis – The Week in Review – Tech/Media/Telecom; December 28
- Week of 2010-12-19
- 12/22/10 Adobe Rich Internet App Pricing Could Accelerate
- 12/21/10 VMware Could See 40% Upside on Shift to Virtualization
- 12/21/10 Oracle – Middleware Software Competition Could be a Growth Headwind
- 12/20/10 Microsoft’s Tablet Headwind Could Hurt Its Stock
- Week of 2010-12-12
- 12/15/10 Salesforce CRM Market Share Could Rise Beyond our Estimates
- 12/14/10 Oracle Study Points to Concerns on Customer Satisfaction
- 12/14/10 SAP-Oracle Lawsuit Could Weigh on SAP Market Share, Stock Price
- Week of 2010-12-05
- Week of 2010-11-21
- 11/23/10 Cisco is Still a $24 Stock
- Week of 2010-11-14
- 11/18/10 iPod’s Value to Apple
- 11/17/10 Upside to SAP if it Holds Market Share
- 11/17/10 Xbox’s Prices Dropping, Impact on Microsoft Small but Growing
- Week of 2010-11-07
- 11/11/10 Could Dell’s PC Business Double its Stock Price?
- 11/09/10 Microsoft Rises on PC Refresh Cycle
- Week of 2010-10-31
- Week of 2010-10-24
- Week of 2010-10-17
- Week of 2010-10-03
- Week of 2010-09-26
- Week of 2010-09-19
- 09/22/10 Potential 40% Upside to Adobe Based on New Market Levels
- 09/20/10 SAP’s Application Software Business Worth More Than Oracle’s
- Week of 2010-09-05
- 09/07/10 How Can Google Monetize Apps?
- Week of 2010-08-22
- 08/27/10 McAfee Deal Could Lift Intel’s Stock by 3%
- 08/23/10 Can Intel Justify $48 Per Share For McAfee?
- Week of 2010-08-15
- Week of 2010-08-08
- 08/13/10 Profit Margins for EMC’s Data Domain Expected to Remain Strong
- 08/12/10 Cloud Services Growth Unlikely to Boost Amazon’s Stock
- 08/10/10 SAP’s Margins Rise With Corporate IT Spending
- Week of 2010-08-01
- Week of 2010-07-25
- Week of 2010-07-18
- Week of 2010-06-20
- Week of 2010-04-11
- Week of 2010-04-04
- Week of 2010-03-21
- 03/25/10 Creative Suite 5 Success Important for Adobe’s Stock
- 03/23/10 Adobe Flash No Longer on the iPhone. Does it Matter for Adobe Stock?
- 03/23/10 How Much Could Norton 2010 Help Symantec’s Stock?
- Week of 2010-03-14
- 03/16/10 Microsoft’s Stock Could Lose $2 if Office Margins Decline to Google App Levels
- 03/15/10 Oracle Can Benefit from Growing Mobile Phone Market with Sun’s Java
- Week of 2010-03-07
- 03/08/10 Google Apps Can Win Microsoft Office Customers with DocVerse
- 03/08/10 Symantec Benefits from Health Care Industy’s Need to Cut Costs
- Week of 2010-02-28
- Week of 2010-02-21
- 02/22/10 Windows is 32% of Microsoft’s Stock; Windows 7 Key to Future Growth
- 02/22/10 Negative Impact of Potential HP-McAfee Deal on Symantec’s Stock
- Week of 2010-02-14
- 02/19/10 Can Office 2010 Help Microsoft Maintain its Leadership in Productivity Software?
- 02/16/10 Symantec Business Market Share Losses Expected to Stop
- Week of 2010-02-07
- 02/11/10 Financial Services Rebound Could Propel SAP’s ERP Software Business
- 02/10/10 Featured Forecast: 90%+ Gross Margins for Adobe’s Acrobat Software
- 02/09/10 Google Apps is 3% of Google’s Stock
- 02/09/10 Symantec’s Antivirus Market Share Will Decline
- 02/08/10 Symantec’s Stock: Norton Margin Declines to Continue
- 02/08/10 Xbox less than 3% of Microsoft’s Value
- Week of 2010-01-31
- 02/05/10 Photoshop is 56% of Adobe’s Stock
- Week of 2010-01-10
- Week of 2009-12-13
- Week of 2009-12-06
- Week of 2009-11-29
- Week of 2009-11-22
- Week of 2009-10-25
- 10/30/09 vSphere to boost VMware market share; Trefis price estimate increased from $44.49 to $49.54
- 10/29/09 SAP’s markets are shrinking and margins are declining; Trefis price estimate lowered from $45.51 to $39.06
- 10/26/09 Distilling impact of Microsoft earnings results: 1) Windows 7 will drive more upgrades 2) revenue per search for Bing declines significantly
- Week of 2009-10-18
- 10/21/09 Lexmark, SanDisk and Yahoo Report Earnings; we think there is upside to Lexmark and SanDisk
- Week of 2009-09-27
- Week of 2009-09-20
- Week of 2009-09-13
- Week of 2009-09-06
- Week of 2009-08-23
- 08/27/09 SAP helps large banks use customer data to make more money
- 08/25/09 Will open source destroy VMware’s core virtualization business?
- Week of 2009-08-16
- 08/21/09 How Netbooks impact Microsoft’s Windows pricing
- 08/17/09 Can Microsoft help Nokia?
- Week of 2009-08-09
- 08/15/09 Comcast’s Digital Cable Business Threatened by AT&T, Verizon, YouTube & Hulu
- 08/11/09 Impact on Google’s stock if Google can monetize YouTube at levels similar to Google Search
- Week of 2009-07-26
- Week of 2009-07-19
- Week of 2009-07-12