Where is Infosys’ Wave 3 Strategy?

Infosys (INFY) announced their Q4 results yesterday. For the quarter, they met analyst expectations with revenues of $1.14 billion and EPS of $0.54. Their revenues reported a 32.3% increase over Q4 previous year, while EPS grew by 20% over the period. Their revenue for the year reached $4.18 billion. For the first time ever, their net profits for the year crossed $1 billion. >>>

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Why is Salesforce.com’s S&M Expense so High?

And it is finally official that Salesforce.com is integrating Google Apps into its CRM applications to provide the first cloud computing suite for enterprises. Called Salesforce for Google Apps, it leverages the Force.com Platform and Google’s open APIs. Sridhar Vembu, CEO of Adventnet, whose company also competes with both Salesforce.com and Google with productivity suite Zoho, yesterday wrote a scathing review of this move where he challenged Salesforce.com’s financials, particularly its heavy sales and marketing expenditure. Let’s take a look. >>>

Micron’s Challenges

In an earlier post, I had looked at Micron’s prospects with the iPhone design win for its imaging chip. And just last month, Micron launched a separate division for its CMOS imaging business, Aptina Imaging that will provide it with more manufacturing flexibility. It also launched a new 9MP image sensor. >>>

Good Time to Buy Autodesk

I have worked a lot with CAD businesses in their various forms, so I have a fair bit of visceral knowledge of the market. I own Autodesk stock, and have no intention of selling it anytime soon. With that backdrop, let’s look at their most recent financials and business metrics. >>>

Don’t get Nervous with NetSuite

Just like SuccessFactors, this was the first quarter since Netsuite went public. Earlier coverage is available here and here. Let’s look at how they are faring in this current climate of gloom. >>>

Buy SuccessFactors for the Long Term

In February, SuccessFactors (NASDAQ: SFSF) released its results for Q4 and fiscal year 2007 that ended 31 December 2007. This was the first quarter since they went public in November. I recently did an interview with its CEO, Lars Dalgaard, which is available here.
I will summarize some thoughts here, but highly recommend that you read the interview to get an in-depth view into how this company is run. You will learn much, and most importantly, develop a gut feel for the management. >>>

Comcast Climbs As Predicted

I said it was time to buy Comcast back in January. At the time, the stock had managed to hit its 52 week low of $16.11, but has since traded up 25%, now at above $20. So what’s going on in the company? >>>

Time to Buy WebMD

WebMD (WBMD), ranked by Time as one of the 25 sites we can’t live without, rated by Forbes as the best of online health information portal and recognized by Trustee as one of the top 20 most trusted companies on the web, announced their Q4 financials and their merger with HLTH Corporation in February. >>>

Hold On To RIMM

Yesterday, RIM (NASDAQ: RIMM) reported its Q4 and fiscal year 2008 financial results. Q4 revenue was $1.88 billion, up 104% y-o-y and 13% sequentially. Net income was $412.5 million, or 72 cents a share, up 118% y-o-y. It added 2.18 million Blackberry subscribers in the quarter bringing the total to over 14 million Blackberry subscribers. For the full year 2008, revenue was $6.01 billion, up 98%. Net income was $1.29 billion, or $2.26 per share diluted, up 105%. >>>

Accenture – A Good Long Term Investment

I have written a fair bit lately about the Indian outsourcing industry’s challenges. In my article Death of Indian Outsourcing, I had talked about how outsourcing companies need to come up with solutions to fight the growing inefficiencies of the cost structure in India. Labor Arbitrage strategies need to change for those in the outsourcing business who are using India as a key competitive advantage, including Accenture and IBM, besides the 3,500 odd Indian companies. >>>