Flash Report | August 28, 2019 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. Read More
Flash Report | August 28, 2019 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. Read More
Company Earnings Update | August 22, 2019 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. Read More
Company Earnings Update | August 22, 2019 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. Read More
Analyst Corner | August 22, 2019 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. Read More
Flash Report | August 18, 2019 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. Read More
Company Earnings Update | August 16, 2019 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 Read More
Company Earnings Update | August 16, 2019 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. Read More
Analyst Corner | August 15, 2019 Register for Free Access Weinswig’s Weekly — August 16, 2019This week’s note “From the Desk of Deborah Weinswig” looks at the abundance of technology pouring into retail stores. Read More
Company Earnings Update | August 15, 2019 Register for Free Access Tencent (HKEX: 0700) 2Q19 Results: Mixed Results, Growth in FinTech and Business Services in Challenging Ad EnvironmentTencent 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. Read More
Company Earnings Update | August 15, 2019 Register for Free Access Cisco (NASDAQ: CSCO) 4Q19 Results: Beats/In Line with Consensus, Security Driving GrowthCisco 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. Read More
Deep Dive | August 12, 2019 Premium RetailTech: In-Store TechnologyThis deep dive represents the third installment in the RetailTech series and covers everything from beacons to magic mirrors to robots. Read More
Analyst Corner | August 9, 2019 Register for Free Access Weinswig’s Weekly — August 9, 2019This week’s note “From the Desk of Deborah Weinswig” looks at the impact of the falling UK pound on British consumers and retailers. Read More
Flash Report | August 8, 2019 Register for Free Access Salesforce to Acquire Field-Service Management Software Maker ClickSoftware for $1.35 BillionSalesforce announced the signing of a definitive agreement to acquire field service management company ClickSoftware for $1.35 billion in cash and stock. Read More
Company Earnings Update | August 7, 2019 Register for Free Access Pitney Bowes (NYSE: PBI) 2Q19 Results: Mixed Results, Strong Growth in Global E-Commerce, 2019 and Long-Term Targets Remain on TrackPitney 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. Read More