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Technology Stocks
Apple Seeks Life Beyond the iPhones
Apple (Nasdaq: AAPL) recently reported its third quarter results that surpassed market expectations despite a weak performance of the iPhones. Apple is trying to wean itself away from its dependence on iPhone sales and the recent quarter results suggest that it may be succeeding at that. It delivered strong performance on other segments including the wearables and its streaming service.
>>>Google Cloud Gaining Market Share
Earlier last week, Google’s parent Alphabet (Nasdaq: GOOG) reported its second quarter results that surpassed market estimates and sent the stock climbing 8% in the after-hours trading session. This was the biggest one-day gain for Alphabet in the last four years and a pleasant change from the last quarter’s disappointing performance.
>>>Should Amazon Remain One Company?
Amazon (NASDAQ: AMZN) last week reported a mixed quarter. Its earnings missed estimates while revenue growth was strong. Its cloud segment AWS missed analyst sales estimates.
>>>Facebook on Thin Ice with Payment Foray
This week, Facebook (NASDAQ: FB) reported a strong quarter that beat analyst estimates. Market has reacted positively to its strong quarter and the recent FTC settlement.
>>>Cloud Stocks: CrowdStrike Has a Successful IPO
According to a report by Markets and Markets, the global endpoint security industry is estimated to grow at a CAGR of 9.92% from $11.8 billion in 2018 to $19.69 billion by 2024. CrowdStrike (NASDAQ: CRWD) is an endpoint security player that went public last month. Last week, it reported results of an impressive first quarter.
>>>What can SAP Acquire to Meet its Revenue Shortfall?
Last week, SAP reported results of its second quarter, which were just short of analyst expectations. A major cause for worry was the 5% decline in software license revenue. The disappointing results led to a 7% slide in its stock price.
>>>Microsoft Still Has Upside
According to Canalys, cloud infrastructure spend grew 46% to $80 billion in 2018. While Amazon Web Services continues to dominate the market with 31.7% share, Microsoft Azure is second with 16.8% share. Microsoft (Nasdaq: MSFT) last week announced its fourth quarter results that blew past all market expectations and sent its valuation again into the trillion-dollar zone.
>>>IBM Counts on Red Hat for Cloud Growth
Earlier this week, IBM (NYSE: IBM) announced its second quarter results that saw improvement in its Cloud metrics. But the increase in Cloud revenues could not offset the decline in its legacy business.
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