Jason Earley

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  • SolarWinds vs. Splunk: A Tale of Two Data Management Companies

    By Jason Earley - July 1, 2013 | Tickers: SWI, SPLK

    Data surrounds us, but we only perceive a small fraction of it.  

    Companies like SolarWinds (NYSE: SWI) and Splunk (NASDAQ: SPLK) empower customers to gain dominion over complex digital networks and turn data from numerous disparate sources into actionable business insight.  Think banks aggregating financial activities from numerous sources (ATM, wire transfer, online banking, credit card transactions) to detect fraud or identifying anomalies across network devices in order to quickly more »

  • Which Video Game Maker Will Win Digital?

    By Jason Earley - June 24, 2013 | Tickers: ATVI, EA, TTWO

    Video game makers aim to captivate consumers across multiple platforms for longer periods of time, moving from packaged goods as a one-time delivery to digital games as an ongoing service. The industry expects a few benefits from this approach. Consumers will spend more money over the life of a game, especially through in-game micro-transactions and premium subscriptions, and digital services have lower costs and higher margins than traditional packaged goods more »

  • This Video Game Maker is Going Digital

    By Jason Earley - January 2, 2013 | Tickers: ATVI, EA, TTWO

    Electronic Arts (NASDAQ: EA) has shed 26% of its market cap over the past year -- does this mean it's time to snap up shares, or is it a sign of more trouble to come?  We will examine EA through the lens of their 2013 Q2 earnings call on Oct. 31, 2012, which evidenced the following themes:

    1) EA is aggressively moving from a packaged goods business model to a more »

  • 2013: A Year of Rebuilding for This REIT

    By Jason Earley - December 17, 2012 | Tickers: AVB, BRE, EQR

    After a strong 2011, BRE Properties, Inc. (NYSE: BRE), a real estate investment trust (REIT) focused on apartment complexes in the Western United States, disappointed investors with a stock that went nowhere in 2012.  What will 2013 bring?  With about 76.8 million shares outstanding, the company has earned $2.15 per share of funds from operations (FFO) over the 12 months ending with Q3 2012, with 2012 full-year per-share more »