Company Earnings Update | September 18, 2019 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. Read More
Flash Report | September 17, 2019 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. Read More
Flash Report | September 17, 2019 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. Read More
Company Earnings Update | September 17, 2019 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. Read More
Analyst Corner | September 13, 2019 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. Read More
Company Earnings Update | September 13, 2019 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. Read More
Deep Dive | September 11, 2019 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. Read More
Analyst Corner | September 6, 2019 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. Read More
Analyst Corner | August 30, 2019 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 Read More
Company Earnings Update | August 29, 2019 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. Read More
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