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SAP Expands HANA Footprint

Posted on Wednesday, Feb 8th 2017

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According to research firm Apps Run the World, the top 10 ERP software vendors accounted for nearly 28% of the global ERP applications market. Overall, the global ERP applications market was estimated to be worth $82.1 billion in license, maintenance, and subscription revenues in 2015. In 2015, SAP (NYSE: SAP) was the leader in the market with 6% market share and $5.3 billion in ERP product revenues, riding on a 23% jump in license, maintenance, and subscription revenues. With its latest product innovations, SAP hopes to maintain that lead.

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Tableau Expands Connector Strategy

Posted on Tuesday, Feb 7th 2017

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After a less than impressive performance last quarter, data analytics firm Tableau (NYSE: DATA) reported stellar results for the recently reported quarter. The company continues to focus on driving product innovation to help surpass market competition.

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Amazon Fires on All Cylinders

Posted on Monday, Feb 6th 2017

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Amazon (Nasdaq: AMZN) has reported its seventh straight quarter of profit and beat earnings estimates. All this, thanks to its hugely profitable cloud segment, Amazon Web Services (AWS). >>>

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Facebook Diversifies Beyond Advertising

Posted on Friday, Feb 3rd 2017

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Facebook (Nasdaq: FB) is the undisputed king of social media. But it had a rough end to the year due to the uproar about fake news. The company was accused of spreading hoax news that was a big catalyst in getting Donald Trump elected as the US President despite all odds. Facebook may still not have figured out how to stop the fake news, but it definitely knows how to run a successful business and literally mint money!

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A Look At Apple Beyond The iPhone

Posted on Thursday, Feb 2nd 2017

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For the past few quarters, Apple (Nasdaq: AAPL) was struggling because of the saturated smart phone market. iPhone sales were lagging and the market wasn’t too happy with the growth on its other initiatives. But the recently reported quarter seems to prove that things may have turned around. This was a big quarter for Apple. Not only was it the holiday quarter, but it was also the first full quarter for iPhone 7 sales.

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ServiceNow Looks Robust

Posted on Wednesday, Feb 1st 2017

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ServiceNow (NYSE: NOW) recently reported results that surpassed all market expectations. The company attributes the growth to a successful platform strategy, and rightly so.

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Alphabet Betting Outside Search

Posted on Tuesday, Jan 31st 2017

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Alphabet (Nasdaq: GOOG) recently announced its fourth quarter results. While revenues surpassed market expectations, the earnings were a miss due to accounting policy changes. But the market has been forgiving to Alphabet given the huge strides it is making in non-search areas.

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Watch Microsoft in 2017

Posted on Monday, Jan 30th 2017

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Microsoft (Nasdaq: MSFT) recently announced its first quarter results that surpassed market expectations and proved to the world its agility. Like I said earlier, it maybe the dark horse in the race, but it is certainly taking the right strides.

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eBay Delivers Better than Promised Results

Posted on Friday, Jan 27th 2017

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eBay (Nasdaq: EBAY) finally appears to be taking a turn for the better. Not only did eBay deliver better than expected results during the holiday quarter, it also improved some of its operational metrics. But its outlook still continued to disappoint the market.

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Billion Dollar Unicorns: Kabam Struggles to Stay Alive

Posted on Thursday, Jan 26th 2017

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According to a Newzoo report, the total gaming market worldwide was estimated to grow 8.5% over the year to $99.6 billion in revenues in 2016. This is also the first year when mobile gaming will account for a bigger share than PC games. Mobile gaming was estimated to bring in $36.9 billion in revenues, growing 21.3% over the year. The global gaming market is expected to grow 6.6% annually over the next three years to be worth $118.6 billion in 2019 with mobile gaming accounting for $52.5 billion of these revenues.

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