Company Earnings Update | July 26, 2019 Register for Free Access Alphabet (NASDAQ: GOOGL) 2Q19 Results: Beats Consensus Estimates as Growth AcceleratesAlphabet (the parent company of Google) reported Q2 results that beat consensus estimates. Mobile search, YouTube, and Cloud were the key growth drivers in the quarter Read More
Analyst Corner | July 26, 2019 Register for Free Access WEINSWIG’S WEEKLY JULY 26 2019This week’s note “From the Desk of Deborah Weinswig” looks at Alibaba’s move into the US B2B market. Read More
Company Earnings Update | July 24, 2019 Register for Free Access Avery Dennison (NYSE: AVY) 2Q19 Results: Mixed Results, Tougher Year than Expected but Annual EPS Target on TrackAvery Dennison reported mixed 2Q19 results and narrowed guidance with better growth in high-value products and productivity gains more than offsetting a choppy business environment. Read More
Insight Report | July 23, 2019 Premium Coresight Matrix: Inventory-Optimization SoftwareIn this report, we look at new developments in inventory optimization software, and use our Coresight Matrix to rate leaders and emerging players by innovation effort and market power. Read More
Company Earnings Update | July 22, 2019 Register for Free Access Microsoft (NASDAQ: MSFT) 4Q19 Results: Beats Consensus Estimates, Strong Cloud Growth, 2020 Revenues to Be Up Double DigitsMicrosoft reported fiscal 4Q19 results that beat consensus estimates. The Intelligent Cloud segment drove growth, with revenues up 19%. Fiscal 2020 revenues are expected to be up double digits. Read More
Company Earnings Update | July 22, 2019 Register for Free Access SAP (XTRA: SAP) 2Q19 Results: Misses Consensus Estimates, Cloud Growth Remains Robust, Maintains GuidanceSAP’s Q2 missed consensus estimates, but cloud revenue grew 40% and guidance remains on track. The company lauded its Qualtrics customer experience management platform. Read More
Analyst Corner | July 18, 2019 Register for Free Access WEINSWIG’S WEEKLY JULY 19 2019This week’s note “From the Desk of Deborah Weinswig” looks at the growing importance of Internet of Things technology in retail. Read More
Company Earnings Update | July 17, 2019 Register for Free Access IBM (NYSE: IBM) 2Q19 Earnings: Beats Consensus, Revenues Down for Fourth Consecutive Quarter, Will Update Guidance August 2IBM’s 2Q19 met or beat consensus estimates, however revenues were down for the fifth consecutive quarter. The company plans to update guidance for the Red Hat acquisition on August 2. Read More
Analyst Corner | July 11, 2019 Register for Free Access Weinswig’s Weekly July 12, 2019This week’s note “From the Desk of Deborah Weinswig” looks at the opportunities for Grocery Outlet in the US. Read More
Flash Report | July 11, 2019 Register for Free Access Google to Acquire Enterprise Cloud-Storage Company ElastifileOn July 9, 2019, Google announced an agreement to acquire enterprise file-storage provider Elastifile for an undisclosed figure via a blog post. Read More
Flash Report | July 10, 2019 Register for Free Access Cisco to Acquire Acacia Communications for $2.6 Billion in CashOn July 9, 2019, Cisco announced an agreement to acquire optical-networking equipment manufacturer Acacia Communications for a $2.6 billion in cash, net of cash and marketable securities. Read More
Analyst Corner | July 5, 2019 Register for Free Access WEINSWIG’S WEEKLY JULY 5 2019This week’s note “From the Desk of Deborah Weinswig” looks at the growing silver market, offering insights into US seniors’ buying habits. Read More
Flash Report | July 3, 2019 Register for Free Access NCR Acquires Online and Mobile Banking Technology Provider D3On July 2, 2019, NCR announced the acquisition of D3 Technology, Inc., a leading provider of online and mobile banking for the Large Financial Institution (LFI) market, for an undisclosed figure. Read More
Analyst Corner | June 28, 2019 Register for Free Access WEINSWIG’S WEEKLY JUNE 28 2019This week’s note “From the Desk of Deborah Weinswig” looks at the state of US retail amid an ongoing wave of store closures. Read More
Company Earnings Update | June 25, 2019 Register for Free Access 1Q19 US Earnings-Season Wrap-UpThis report reviews the most recent quarterly earnings for (mostly) US-based companies in the Coresight 100, our focus list of retailers, brand owners and real estate firms. Read More