Deep Dive | July 31, 2019 Premium Amazon: A Timeline of Key EventsFrom 2017 to 2019 we saw Amazon focus on consolidating its e-commerce services, strengthening its technology capabilities and investing in cross-industry projects. Read More
Company Earnings Update | July 31, 2019 Register for Free Access NCR Corp (NYSE: NCR) 2Q19 Results: Handily Beats Consensus Estimates, Huge ATM Growth, Raises Annual Revenue GuidanceNCR reported 2Q19 revenues of $1.71 billion, up 11.3% and ahead of the $1.58 billion consensus estimate. Adjusted EPS was $0.76, up 16.9% and beating the $0.67 consensus estimate Read More
Company Earnings Update | July 29, 2019 Register for Free Access Intel (NASDAQ: INTC) 2Q19 Results: Misses on Revenues but Raises Annual Guidance, Plans to Sell 5G Modem BusinessIntel’s 2Q19 earnings report missed on revenues, but EPS was in line. The company raised its annual guidance and is selling its 5G smartphone modem business to Apple for $1 billion. Read More
Flash Report | July 29, 2019 Register for Free Access Tencent and the Pokémon Co to Collaborate on New GamesTencent and the Pokémon Company announced they will collaborate on new games. Tencent and Nintendo will hold a press event on August 2 at which they are expected to announce the launch of the Nintendo Switch Game System in China Read More
Company Earnings Update | July 29, 2019 Register for Free Access Taubman Centers (NYSE: TCO) 2Q19 Results: FFO Misses Consensus, Lowers GuidanceTaubman Centers reported 2Q19 revenues of $161.6 million, up 5.8% year over year and beating the $159.7 million consensus estimate. FFO was $0.78 per share, missing the $0.83 consensus estimate. Read More
Company Earnings Update | July 26, 2019 Register for Free Access Diebold Nixdorf (NYSE: DBD) 2Q19 Results: Surprise Adjusted Profit, Raises Revenue Guidance Based on Solid Transformation ProgressDiebold’s 2Q19 beat consensus estimates, reporting a surprise adjusted profit. The company raised annual revenue guidance based on solid progress in its transformation. Read More
Flash Report | July 26, 2019 Register for Free Access Salesforce to Partner with Alibaba to Offer Its CRM Platform in ChinaSalesforce announced a strategic partnership with Alibaba via a blog post. Under the agreement, Alibaba will become the exclusive provider of Salesforce to customers in Greater China. Read More
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