abhisht gupta

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  • Will Workday reach its break-even point

    By abhisht gupta - January 5, 2013 | Tickers: ORCL, SAP, WDAY

    Workday (NYSE: WDAY) is a leading provider of enterprise cloud-based applications for human capital management (HCM), payroll, financial management, employee time tracking. It is one of the only companies to provide a complete set of unified human resource cloud-based applications to enterprises.

    For the recent quarter revenues stood $72.6 million which was  an increase of 99% over Q3 ‘12. Operating loss stood $23.5 million which were 24% higher more »

  • Why IBM Is a Buy

    By abhisht gupta - January 4, 2013 | Tickers: ACN, INFY, IBM

    “In the third quarter, we continued to drive margin, profit and earnings growth through our focus on higher-value businesses, strategic growth initiatives and productivity.”

    -Ginni Rometty, IBM Chairman, President, and CEO 

    I see a sense of positivity in IBM (NYSE: IBM), even though the stock still has ebbed and flowed over the past year. Prevailing macro-economic conditions have put IBM’s profitability to the test. However, the macro-economic scenario is more »

  • Is Splunk banking on new pricing policy

    By abhisht gupta - January 4, 2013 | Tickers: MSFT, ORCL, SPLK

    “Our license revenues were the result of broad adoption by our customers in financial services, technology, telecommunications and government sectors.”

    Godfrey Sullivan, Chairman & President of Splunk

    Splunk (NASDAQ: SPLK) provides applications that helps organizations collect and organize large amounts of data of any type & amount. This enables the organizations to search data easily and quickly.Its applications can also be used to report and analyze the data to make business more »

  • Actuate extended its share repurchase programme

    By abhisht gupta - January 3, 2013 | Tickers: ORCL

    Actuate Corp (NASDAQ: BIRT) provides software and services to develop open source business intelligence platform which helps to increase customer loyalty & business performance of any business. Applications developed by BIRT helps the stakeholders both inside & outside the organization, to access & understand   the information to make business decisions & improve performance.

    Actuate’s Q3 ‘12 revenue was $32 million, a decrease of 5% from Q3 ‘11. It adjusted operating income was $4 more »

  • Microstrategy launches social intelligence platform

    By abhisht gupta - January 2, 2013 | Tickers: MSFT, MSTR, ORCL

    Microstrategy (NASDAQ: MSTR) provides software applications for businesses & cell-phone users enabling them with artificial intelligence. Thereby,helping them to collect and organize data of any amount & type.

    Microstrategy’s Q3 ‘12 revenue was $142 million, an increase of 1% from Q3 ‘11. Its adjusted operating profit was $4.8 million, which was almost flat compared to Q3 ‘11.International revenue which is 41% of the total revenue is one of more »

  • Nvidia Extends its Share Repurchase Program

    By abhisht gupta - January 2, 2013 | Tickers: AMD, INTC, NVDA

    “We are pleased to start paying our shareholders a quarterly cash dividend. We have confidence in our businesses and our continued ability to grow. Given our strong financial position and ongoing ability to generate cash, we are well positioned to continue investing in our future.”

    Jen-Hsun Huang, CEO & President of Nvidia

    Nvidia (NASDAQ: NVDA) designs and manufactures graphic chips for the personal computers. It invented the graphic processing unit (GPU more »

  • Palo Alto announces the largest product launch

    By abhisht gupta - January 2, 2013 | Tickers: HPQ, IBM, PANW

    Palo Alto (NYSE: PANW) provides network security solutions that protect business networks and allow them to run complex and rapidly growing applications on their networks. Since its inception in 2005, the company has been aggressively focusing on the research and development front, resulting in the introduction of many next generation products. Its success story can be easily seen in its more than 10,000 customers located across 100 countries.

    Palo more »

  • Advanced Micro’s Big Restructuring

    By abhisht gupta - December 31, 2012 | Tickers: AMD, INTC, NVDA

    “Our restructuring efforts are decisive actions that position AMD to compete more effectively and improve our financial results.”

    -Rory P. Read, CEO & President of AMD

    Advanced Micro Devices (NYSE: AMD) designs and manufactures semiconductors, as well as differentiated products like Accelerated Processing Units. A semiconductor is an essential piece of equipment that powers a wide range of computing devices.

    Advanced Micro’s Q3 2012 revenue was $1.27 billion, a more »

  • This Company is a Major Play in the Cloud Sector

    By abhisht gupta - December 23, 2012 | Tickers: HPQ, IBM, NOW

    “ServiceNow’s (NYSE: NOW) third quarter results were highlighted by continued growth across our key financial metrics and we exceeded our previously stated outlook on revenue and non-GAAP EPS.”

    -Frank Slootman, President and CEO of ServiceNow

    ServiceNow provides cloud-based services for consolidating IT operations. Business organizations use Servicenow’s service to create a consolidated enterprise IT, which reduces their costs by increasing efficiency.

    ServiceNow has been performing better year over more »

  • Intel's Journey Continues

    By abhisht gupta - December 19, 2012 | Tickers: AMD, INTC, NVDA

    Intel (NASDAQ: INTC) designs and manufactures integrated digital technology platforms, which consists of a microprocessor and chipset. The company sells these platforms primarily to the computing and communications industries. The company’s platforms has wide range of applications, such as personal computers, data centers, tablets, smartphones, automobiles, automated factory systems and medical devices.

    Intel’s Q3 2013 revenue was $13.5 billion, a growth of 1% from Q2 2013. It more »

  • Answer This Telecom's Call

    By abhisht gupta - December 16, 2012 | Tickers: T, S, VZ

    Verizon (NYSE: VZ) recently announced its third consecutive quarter of double-digit percentage growth. This was mainly in fact due to the string growth in Verizon’s Wireless segment that generated a second consecutive quarter of record-high margins coupled with Verizon’s wireline segment that posted accelerated growth in consumer revenues. Another reason for this successful performance lies with FiOS fiber-optic network, which resulted in the highest growth in U.S more »

  • Infosys: A Success Story

    By abhisht gupta - December 12, 2012 | Tickers: ACN, INFY, IBM

    Formerly known as Infosys Technologies Limited, Infosys (NYSE: INFY) is the second largest IT exporter in India. It provides business consulting, technology, engineering, and outsourcing, etc. The company has 64 offices and 68 development centers around the globe, including in the US, India, China, Australia, Japan, Middle East, UK, Germany, France, Switzerland, Netherlands & many other countries. It has some global giants as its alliance partners, including Microsoft, Oracle, and SAP more »

  • Liveperson's Journey Begins

    By abhisht gupta - December 10, 2012 | Tickers: ADBE, LPSN, ORCL

    Liveperson (NASDAQ: LPSN) provides online engagement solutions, hosting platforms support and managing online interactions for businesses. The company’s services include chat, voice/click-to-call, and personalized content delivery, all managed from a single agent desktop.

    Liveperson operates through two segments: business and consumer. The business segment provides real-time online interactions, voice & click-to-call, email, and self-service/knowledge bases to small & large businesses. The consumer segment provides online transactions between independent service more »

  • Oracle's Performance Dwindles as the Dollar Strengthens

    By abhisht gupta - December 7, 2012 | Tickers: IBM, ORCL, SAP

    Oracle’s (NYSE: ORCL) adjusted new software licenses and cloud software subscriptions ($1.6 billion) & software license updates and product support ($4.1 billion) revenues were up 6% and 3%, respectively. Unfortunately, its adjusted total revenue ($8.2 billion) and hardware systems products revenues ($779 million) were down by 2% and 24%, respectively. Despite falling revenue, Oracle reported adjusted EBIT of $3.6 billion, which was up by 1%, and more »

  • Is Sprint a Rising Star?

    By abhisht gupta - December 3, 2012 | Tickers: T, S, VZ

    Sprint's (NYSE: S) capex guidance for FY 2012 is in the $6 billion range, which it will use to invest in “Network Vision” Also, the company expects that its net service revenue (consolidated revenue less wireless equipment revenue) will rise around 4-6%.

    Even though its EPS figures are $(0.26), it will improve in near future. Also, additions for postpaid subscriptions were down to 456,000 and wire line more »

  • Are Good Things Ahead for This Telecom Giant?

    By abhisht gupta - December 1, 2012 | Tickers: T, S, VZ

    AT&T (NYSE: T) has a quarterly EPS of $0.63, which seems to be a promising, in spite of net additions for postpaid and wireline net additions that were below my expectations. This is because of the following factors:

    • Most smartphone devices went to the existing supplier base, which resulted in the reduction of net additions.
    • Revenue growth for the current quarter has also decelerated due to macro & fiscal more »
  • Microsoft's Huge Bet on Windows 8

    By abhisht gupta - November 27, 2012 | Tickers: AAPL, MSFT

    Microsoft (NASDAQ: MSFT)  has made the biggest change in its operating system since Windows 95. Windows 95 was the software which revolutionized access to world wide web. It is reported that approximately a thousand applications can use Windows 8. This would in turn encourage developers to create new applications for such apps. Microsoft has also incorporated certain new features in its windows 8 platform, which will enable Microsoft to reduce more »