Do investors have their heads in the clouds or is their logic grounded in good statistics? It appears to be the latter, as a June Information Week survey stated that 60% of respondents are using or considering using a cloud app platform, up from 52%. This is a very bullish sign for Salesforce.com (NYSE: CRM) which offers those services through its Heroku and Force.com websites.
46% of respondents more »
When Bazaarvoice (NASDAQ: BV) went public in February 2012 with a $12 IPO, investors were enthusiastic. Within a month the stock was trading at $19.89 on March 30, 2012. As a social commerce provider the company offers solutions to capture, exhibit, and scrutinize virtual word of mouth (WOM) over various social media platforms, including ratings and reviews by end-users. Its clients put end-users at the heart of their business more »
The demand for cloud-based applications has been on the rise, as it has become preferred over on-premises installations due to its cost effectiveness. Currently, about 10% of the total Enterprise Resource Planning (ERP) solutions are SaaS based, and the demand for SaaS-based ERP solutions is increasing at a rapid pace. This gives a huge market potential for the companies in this industry to expand their SaaS based solutions.
About WorkDay more »
When Jive Software (NASDAQ: JIVE) went public back at the end of 2011, it had so much promise for providing a social platform for businesses. The stock shot up to $28 due to the excitement that social media brought at the time. After a weak quarterly report, the stock plunged over 20% to end back around $13. Stocks such as Facebook plummeted as well back in early 2012, but most more »
The new TalkinCloud 100, released on July 31, has some important news for investors in technology stocks.The list contains cloud service providers ranked by revenue.
Applications have overtaken infrastructure as the heart of the cloud, and this may mean changes in your portfolio.
The largest Cloud Service Provider, according to the site, is no longer Amazon.Com. It's Salesforce.com (NYSE: CRM).
Salesforce had $3 billion more »
Cloud computing delivers software and IT infrastructure services via a shared network. The global cloud market will grow at a compound annual growth rate of 26.2%, increasing from $37.8 billion in 2010 to $121.1 billion by 2015. Looking at the growth opportunities in cloud technology, software companies are combining cloud technology with existing applications as well as new ones. With the prevailing growth opportunities in this industry more »
Recently, Oracle introduced its third-generation release of Oracle Enterprise Manager 12c. According to the company, the solution enables fast-growing enterprises to scale their IT environment and reduce the cost of their cloud network.
The product’s exadata database machine allows for more »
Amazon (NASDAQ: AMZN) has been “accused” by The New York Times of raising its prices on some books to improve its anemic margins. The bookseller denies it. If that's true, investors should seriously consider jumping ship.
A Big Business
Amazon is a giant company. While it started out selling just books, it quickly expanded into other areas like merchandise, handling the Internet business of competitors, cloud computing, and video more »
A small, mostly unnoticed update to Google’s (NASDAQ: GOOG) Gmail service may have a lasting impact on email marketing.
Google rolled out a fresh new design that divides your mailbox into three parts. A “primary” box, a “social’ inbox, and a tab for “promotions.”
Here's the new view:
Why it matters
Online marketers know the value of an email address. Every business from retail to B2B collects customer more »
While increasing mobile Internet use is a very public technology shift, the other big change is the corporate swing toward cloud computing.
A Rough Quarter
Oracle's results missed Wall Street estimates for the second more »
Salesforce.com (NYSE: CRM) is a $22 billion internet-based business. Its primary product is customer relationships management (CRM) software, which sales professionals use to keep track of customers. Salesforce is the number one customer relationship management software company. And it's an early entrant in "cloud computing." It delivers its software over the Internet. That's great for small businesses, because it eliminates the need to own a server, install more »
Oracle (NYSE: ORCL) delivered a poor quarterly report, missing both on earnings and on revenue. The stock was punished. One of the main reasons for the miss was soft cloud subscription growth. Right after the earnings announcement, the company announced cloud partnerships with Microsoft (NASDAQ: MSFT), Salesforce (NYSE: CRM) and NetSuite (NYSE: N).
Would these deals help the stock?
The essence of the deals
Oracle’s database software will now more »
For investors with secure jobs and a stable working environment, devoting savings to invest in high-growth stocks can be a perfect way to achieve diversification of their current capital.
Application software industry
The software industry has been changing so rapidly that a company needs to be on the move to keep ahead of its competitors. The U.S. software industry accounts for 42.6% of the global software market's more »
Stocks options are a wonderful instrument. The underlying rationale behind stock option grants is to align the interests of employees with the interests of shareholders, thereby turning employees into "mini owners." But this wonderful instrument, although born good, can very quickly turn into a weapon for mass dilution of current shareholders, disguised in the form of option grants.
The wild west of the Dot-Com bubble
In the jolly years before more »
Recently, Barron’s featured six stocks which could experience a 100% increase in their share prices in the next five years. Indeed, a 100% return in five years would give investors quite a decent annualized return of 15% per year. In the list of six stocks, there are two technology giants: Oracle (NYSE: ORCL) and Hewlett-Packard (NYSE: HPQ). While Hewlett-Packard has enjoyed a whopping gain of 74% since the beginning more »
Right before Oracle (NASDAQ: ORCL)'s strategic alliance with NetSuite to deliver integrated HCM and ERP cloud services for mid-size customers, Oracle has made two significant partnership movements. Oracle unveiled a “strategic partnership” with Salesforce.com (NYSE: CRM) right after its deal with Microsoft (NASDAQ: MSFT) announced a day earlier on June 24. As promised by management, Oracle is making a series of partnership movements to enhance its cloud more »
A week ago, Oracle (NYSE: ORCL) reported quarterly results that missed analysts’ estimates by a small margin. The shareholders reacted negatively, and the company's shares dropped by 9.3% the following day. To help, the company has announced cloud computing deals with some of its biggest rivals.
The computer hardware and software company’s sales remained largely flat, showing an increase of just 0.3% from the same more »
Shares of Oracle (NYSE: ORCL) fell nearly 9% after earnings as total revenue grew a meagre 1% year-over-year amid concerns about its hardware business. In 2008, Oracle’s CEO, Lawrence Ellison, remarked cloud computing to be a “nonsensical “concept with absolutely no strategy on maneuvering the company in that direction. Five years hence, cloud computing has become an indispensable tool for huge companies seeking a sophisticated IT support system.
As more »
Shares of Microsoft (NASDAQ: MSFT) jumped over 1% earlier in the week -- a notable move for such a monstrous company, especially given the selloff in the broader market. The gain was prompted by the company’s deal with long-time rival Oracle (NYSE: ORCL).
Going forward, Microsoft will be a major cloud services supplier for Oracle’s enterprise software. Ultimately, that push into the cloud could be enough to offset the more »
Oracle (NYSE: ORCL) made two big deals this week.
What does this mean for more »
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