October 23, 2019 Flash Report Register for Free Access Microsoft Acquires Cloud File-Migration Company MoverOctober 21, 2019, Microsoft announced in a blog post the acquisition of cloud file-migration company Mover, for an undisclosed figure, in a move that will make it easier for Microsoft clients to more easily migrate apps and data to cloud-based architecture.
October 23, 2019 Deep Dive Premium RetailTech: ERP Software—the Nervous System of Modern EnterprisesFrom its origins in manufacturing, enterprise resource planning software has evolved to become critical to almost every aspect of running a business – and offers key functions for retail.
October 22, 2019 Company Earnings Update Register for Free Access SAP (XTRA: SAP) 3Q19 Results: Beats Consensus with Strong Cloud Growth, Announced CEO TransitionSAP announced Q3 results that beat consensus estimates, driven by strong cloud growth and backlog. Sepertaely, the company announced the departure of CEO Bill McDermott and named two co-CEOs.
October 18, 2019 Analyst Corner Register for Free Access Weinswig’s Weekly — October 18, 2019This week’s note “From the Desk of Deborah Weinswig” looks at how three electronics retailers have thrived in the online shopping age, and the lessons they offer to retailers in other sectors.
October 18, 2019 Flash Report Register for Free Access Amazon Migrates Internal Consumer Databases from Oracle to AWSOn October 15, 2019, Amazon announced via a blog post that it had finished migrating its internal consumer databases from Oracle database software to Amazon Web Services (AWS).
October 17, 2019 Company Earnings Update Register for Free Access IBM (NYSE: IBM) 3Q19 Results: Remains on Track to Meet 2019 Guidance with Strength in Cloud, Red Hat and ConsultingIBM reported mixed 3Q19 results, with growth driven by cloud, Red Hat and consulting. The company reiterated its updated 2019 EPS guidance, which had been adjusted for the Red Hat acquisition.
October 11, 2019 Analyst Corner Register for Free Access Weinswig’s Weekly — October 11, 2019This week’s note “From the Desk of Deborah Weinswig” looks at disruption that the rise of private labels is causing for CPG brands, prompting them to expand their direct-to-consumer channels.
October 4, 2019 Analyst Corner Register for Free Access Weinswig’s Weekly — October 4, 2019This week’s note “From the Desk of Deborah Weinswig” looks at the waning importance of holiday shopping for US retailers, with holiday sales accounting for a steadily decreasing proportion of annual sales.
September 30, 2019 Event Coverage Register for Free Access Best Buy Investor Day 2019: Management Plans to Improve “Brand Love”Best Buy delivered an upbeat 2019 investoy meeting lauding its meeting of goals set in 2017 and laying out aggressive but achievable goals for FY25.
September 27, 2019 Analyst Corner Register for Free Access Weinswig’s Weekly — September 27, 2019This week’s note “From the Desk of Deborah Weinswig” looks at the rise of buy online, return in store (BORIS), and the headaches and opportunities it presents for retailers.
September 23, 2019 Insight Report Premium Oracle Looks Forward to Revenue Acceleration from Autonomous Database, Second-Generation Cloud and Geographic ExpansionOracle predicted revenue in its annual analyst meeting, due to new technologies such as its autonomous database, second-generation cloud and geographic expansion.
September 20, 2019 Analyst Corner Register for Free Access Weinswig’s Weekly — September 20, 2019This week’s note “From the Desk of Deborah Weinswig” looks at India’s Big Billion Days shopping festival.
September 18, 2019 Company Earnings Update Register for Free Access Adobe (NASDAQ: ADBE) 3Q19 Results: Beats Consensus on EPS with Strong Magento Bookings, But 4Q Guidance Lags ConsensusAdobe’s 3Q19 results beat consensus EPS estimates, reporting 40% growth in Magento bookings. The company’s 4Q revenue and EPS guidance fell below consensus estimates.
September 17, 2019 Flash Report Register for Free Access Amazon Go Was Originally Forecast to Comprise 156 Stores with Sales of $639 Million in 2020, According to Leaked Company DocumentsAmazon documents from 2018 contain pertinent details about the company’s plans for its Amazon Go stores.
September 17, 2019 Flash Report Register for Free Access Salesforce Expands Presence in Verticals with New Manufacturing and Consumer Goods CloudsOn September 16, 2019, Salesforce announced two new industry-specific cloud-based CRM solutions: Manufacturing Cloud and Consumer Goods Cloud, to be available in October 2019, with the Einstein AI Analytics for Consumer Goods to be available in February 2020.