September 17, 2019 Company Earnings Update Register for Free Access Infor (Private) 1Q20 Results: Revenues Up in Constant Currency but Hurt by Customer Issue, Leadership TransitionInfor reported 1Q20 revenue growth in constant currency, which was hurt by a European customer putting its SaaS project on hold. The company also announced a transition in its senior leadership team.
September 13, 2019 Analyst Corner Register for Free Access Weinswig’s Weekly — September 13, 2019This week’s note “From the Desk of Deborah Weinswig” looks at how warehouse clubs have been upping their digital games following the Amazon–Whole Foods acquisition.
September 13, 2019 Company Earnings Update Register for Free Access Oracle (NYSE: ORCL) 1Q20 Results: In-Line Quarter, Year on Track, CEO Taking Health-Related LeaveOracle’s fiscal 1Q20 results were roughly in line with street consensus estimates. The company expects low-margin headware businesses to be replaced by higher-margin cloud busineses over time. CEO Mark Hurd is leaving the company due to a health issue.
September 11, 2019 Deep Dive Premium Coresight Matrix: Supply-Chain Analytics SoftwareThis report examines the supply-chain analytics software segment and uses our Coresight Matrix to evaluate leaders and emerging players in terms of innovation effort and market power.
September 6, 2019 Analyst Corner Register for Free Access Weinswig’s Weekly — September 6, 2019This week’s note “From the Desk of Deborah Weinswig” looks at how Costco and Aldi are taking different approaches to entering China.
August 30, 2019 Analyst Corner Register for Free Access Weinswig’s Weekly — August 30, 2019This week’s note “From the Desk of Deborah Weinswig” looks at the shifting nature of beauty to be more holistic and health-conscious
August 29, 2019 Company Earnings Update Register for Free Access Best Buy (NYSE: BBY) 2Q20 Results: Beats Consensus on EPS, Narrows FY20 Guidance but Cautious on Tariffs and Consumer in Second HalfBest Buy reported fiscal 2Q20 results that beat/were in line with consensus. The company narrowed its FY20 guidance ranges but sounded on China tariffs and consumer purchases in the second half.
August 28, 2019 Flash Report Register for Free Access Pitney Bowes to Sell Software Solutions Business to Syncsort for $700 Million in Cash, Reduces Guidance from Divestiture and TariffsPitney Bowes announced a definitive agreement to sell its Software Solutions business to Syncsort for $700 million in cash. The divestiture will enable PBI to focus on its core shipping, mailing and related businesses.
August 28, 2019 Flash Report Register for Free Access Cisco Announces Intention to Acquire Cloud Data Predictive Analytics Company CloudCherryCisco announced its intention to acquire cloud data-analytics company CloudCherry, which provides predictive analytics, rich customer journey mapping and sophisticated survey capabilities for customers operating contact centers in the cloud or on-premises.
August 22, 2019 Company Earnings Update Register for Free Access HP Inc. (NYSE: HPQ) 3Q19 Results: Results Beat/In Line with Consensus, Growth Driven by Desktops, Raises Annual EPS Forecast, Announces CEO SuccessionHP 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.
August 22, 2019 Company Earnings Update Register for Free Access Salesforce (NYSE: CRM) 2Q20 Results: Quarter in Line/Beats Consensus, Strength from Marketing and Commerce, Raises Revenue GuidanceSalesforce’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.
August 22, 2019 Analyst Corner Register for Free Access Weinswig’s Weekly — August 23, 2019This week’s note “From the Desk of Deborah Weinswig” looks at China’s many shopping holidays – and how Western companies can tap into the opportunity.
August 18, 2019 Flash Report Register for Free Access Online Supermarket Joint Venture Dada-JD Daojia Considering $500 Million US IPO in May 2020Chinese online grocer Dada-JD Daojia is reportedly conducting talks bankers to raise around $500 million in a US IPO in May 2020. Walmart owns a 10% stake in the venture.
August 16, 2019 Company Earnings Update Register for Free Access Walmart (NYSE: WMT) 2Q20 Results: Beats Expectations and Offers Mixed GuidanceWalmart reported fiscal 2Q20 revenues of $130.38 billion, up 1.8% year over year and beating the $130.10 billion consensus estimate
August 16, 2019 Company Earnings Update Register for Free Access Nvidia (NASDAQ: NVDA) 2Q20 Results: Beats Consensus, New AI Products for Language and VehiclesNvidia 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.