Research | Coresight Research

HP Inc. (NYSE: HPQ) 3Q19 Results: Results Beat/In Line with Consensus, Growth Driven by Desktops, Raises Annual EPS Forecast, Announces CEO Succession

Coresight August 22, 2019

HP reported fiscal 3Q19 results that were in line/beat consensus estimates. Growth was driven by strength in PC desktops, and the company raised annual EPS guidance. The company named a successor to the CEO, who is leaving due to family health reasons.

Company Earnings Update

Salesforce (NYSE: CRM) 2Q20 Results: Quarter in Line/Beats Consensus, Strength from Marketing and Commerce, Raises Revenue Guidance

Coresight August 22, 2019

Salesforce’s F2Q20 results were in line/beat consensus estimates, driven by strength in the marketing and commerce cloud segment, and the company raised annual revenue guidance.

Deep Dive

The Future of Payments

Coresight August 21, 2019

This report looks at payment platforms, explores their prospects, and reviews new technologies that could shape the future of the global payment landscape.

Company Earnings Update

Nvidia (NASDAQ: NVDA) 2Q20 Results: Beats Consensus, New AI Products for Language and Vehicles

Coresight August 16, 2019

Nvidia reported 2Q20 results that beast consensus estimates. Automotive was the fastest-growing segment, growing 30%, and the company announced AI products for language and vehicles.

Company Earnings Update

Tencent (HKEX: 0700) 2Q19 Results: Mixed Results, Growth in FinTech and Business Services in Challenging Ad Environment

Coresight August 15, 2019

Tencent reported 2Q19 revenue and EPS that beat consensus estimates, continuing to post strong growth in the FinTech and Business Services segment, in a challenging ad environment.

Company Earnings Update

Cisco (NASDAQ: CSCO) 4Q19 Results: Beats/In Line with Consensus, Security Driving Growth

Coresight August 15, 2019

Cisco reported fiscal 4Q19 results that met or beat consensus estimates, and security was a major growth driver in the quarter. Cisco is expanding security across all its networking and cloud domains.

Deep Dive

RetailTech: In-Store Technology

Coresight August 12, 2019

This deep dive represents the third installment in the RetailTech series and covers everything from beacons to magic mirrors to robots.

Insight Report

Supply Chain Briefing: Robotic Process Automation Brings Productivity and Precision to the Supply Chain

Coresight August 8, 2019

RPA offers numerous benefits to supply chain operations and the retail industry. Companies such as Walmart and Walgreens have adopted RPA. With RPA’s promise of greater efficiency, increased productivity and greater, we expect to see more retailers adopt this technology.

Flash Report

Salesforce to Acquire Field-Service Management Software Maker ClickSoftware for $1.35 Billion

Coresight August 8, 2019

Salesforce announced the signing of a definitive agreement to acquire field service management company ClickSoftware for $1.35 billion in cash and stock.

Company Earnings Update

Pitney Bowes (NYSE: PBI) 2Q19 Results: Mixed Results, Strong Growth in Global E-Commerce, 2019 and Long-Term Targets Remain on Track

Coresight August 7, 2019

Pitney Bowes reported mixed 2Q19 results, including strong 18% growth in the Global Ecommerce group, and reiterated its annual guidance as its business for 2019 and the long term remains on track.

Flash Report

IBM Investor Briefing: Red Hat Enables Cloud-Native Software to Run on Any Platform; Updates Guidance

Coresight August 6, 2019

(To be completed by Editor) IBM announced that it has transformed its software to be cloud-native and run on any cloud platform with the help of technology from Red Hat and also updated guidance for the acquisition.

Company Earnings Update

Johnson Controls (NYSE: JCI) 3Q19 Results: Meets/Beats Consensus, Investing While Seeing Continued Momentum, Raises Annual EPS Guidance

Coresight August 1, 2019

Johnson Controls reported a fiscal 3Q19 that met consensus revenue estimates and beat by two cents on EPS. The company is seeing continued business momentum and raised its annual EPS guidance.

Company Earnings Update

NCR Corp (NYSE: NCR) 2Q19 Results: Handily Beats Consensus Estimates, Huge ATM Growth, Raises Annual Revenue Guidance

Coresight July 31, 2019

NCR reported 2Q19 revenues of $1.71 billion, up 11.3% and ahead of the $1.58 billion consensus estimate. Adjusted EPS was $0.76, up 16.9% and beating the $0.67 consensus estimate

Company Earnings Update

Intel (NASDAQ: INTC) 2Q19 Results: Misses on Revenues but Raises Annual Guidance, Plans to Sell 5G Modem Business

Coresight July 29, 2019

Intel’s 2Q19 earnings report missed on revenues, but EPS was in line. The company raised its annual guidance and is selling its 5G smartphone modem business to Apple for $1 billion.

Flash Report

Tencent and the Pokémon Co to Collaborate on New Games

Coresight July 29, 2019

Tencent and the Pokémon Company announced they will collaborate on new games. Tencent and Nintendo will hold a press event on August 2 at which they are expected to announce the launch of the Nintendo Switch Game System in China