recentpopularlog in

jonerp : earnings   44

Salesforce is acquiring ClickSoftware for $1.35B | TechCrunch
Another day, another Salesforce acquisition. Just days after closing the hefty $15.7 billion Tableau deal, the company opened its wallet again, this time announcing it has bought field service software company ClickSoftware for a tidy $1.35 billion.

This one could help beef up the company’s field service offering, which falls under the Service Cloud umbrella. In its June earnings report, the company reported that Service Cloud crossed the $1 billion revenue threshold for the first time. This acquisition is designed to keep those numbers growing."
Another  day  Salesforce  acquisition.  Just  days  after  closing  the  hefty  $15.7  billion  Tableau  deal  company  opened  its  wallet  again  this  time  announcing  it  has  bought  field  service  software  ClickSoftware  for  a  tidy  $1.35  billion.  one  could  help  beef  up  company’s  offering  which  falls  under  Cloud  umbrella.  In  June  earnings  report  reported  that  crossed  $1  revenue  threshold  first  time.  acquisition  is  designed  to  keep  those  numbers  growing. 
august 2019 by jonerp
Can you trust the seasonal earnings release?
"Are earnings releases reliable? The answer should be yes but delays between the release and filing the 10-K put pressure to auditors to overlook errors."
analytics  planning  and  data  analysis  earnings  reports 
february 2019 by jonerp
Insights on cloud growth from AWS and Microsoft latest earnings
"AWS and Microsoft recently posted eye-popping results for their cloud businesses. Analysts seem math challenged on what these vendors actually achieved and where they're going. We look at the detail."
cloud  platforms  -  infrastructure  and  architecture  earnings  reports 
february 2019 by jonerp
SAP restructures as it sets long term ambitions while meeting Q4 FY2018 expectations
"SAP announced an ambitious target for cloud earnings by 2023 as it sets to take an estimated €800-950 million restructuring hit, hits Q4 expectations."
cloud  erp  financials  and  supply  chain  crm  customer  experience  digital  transformation  -  frictionless  enterprise  earnings  reports 
january 2019 by jonerp
Workday Q2 FY2019 impresses, warns of headwinds associated with Adaptive Insights acquisition
"Another solid quarter from Workday but with plenty of questions around what happens now that the Adaptive Insights acquisition has been consummated."
cloud  erp  financials  and  supply  chain  hcm  the  digital  future  of  work  earnings  reports 
september 2018 by jonerp
Alibaba continues to gain cloud momentum
"Like all its cloud competitors, the company is concentrating on some key technologies to drive that growth including big data analytics, artificial intelligence, security and Internet-of-Things, all of which are resource intensive and help grow revenue quickly."
cloud  earnings  tc  alibaba  amazon  web  services  marketshare 
august 2018 by jonerp
SAP shows healthy Q2 FY 2018 cloud revs, ups outlook – a call with Luka Mucic, CFO
"SAP comes off Q2 FY2018 in good shape and with a healthy outlook but there are still plenty of questions it needs to answer."
brexit  cloud  erp  financials  and  supply  chain  platforms  -  infrastructure  architecture  crm  customer  experience  hcm  the  digital  future  of  work  earnings  report 
july 2018 by jonerp
Adobe could be the next $10 billion software company
"Even while it was announcing its revenue, rival Salesforce was meeting with Marketing Cloud customers in Chicago at the Salesforce Connections conference, a move that presented an interesting juxtaposition between the two competitors. Both have a similar approach to the marketing side, while Salesforce concentrates on the customer including CRM and service components. Adobe differentiates itself with content, which shows up on the balance sheet as the majority of its revenue."
cloud  earnings  ecommerce  enterprise  adobe  customer  experience  management  marketing  subscription  model 
june 2018 by jonerp
Salesforce keeps revenue pedal to the metal with another mammoth quarter
"Salesforce just keeps on growing revenue. In another remarkable quarter, the company announced 3.01 billion in revenue for Q1 2019 with no signs of slowing down. That puts the CRM giant on a run rate of over $12 billion with the company’s most optimistic projections suggesting it could go even higher. It’s also the first time they have surpassed $3 billion in revenue for a quarter."
cloud  earnings  enterprise  crm  marc  benioff  revenue  run  rate  salesforce 
june 2018 by jonerp
Yawn: Amazon cloud business just keeps rolling along
"A technology highlight at SuiteWorld 2018 is the introduction of machine intelligence to the NetSuite midmarket ERP platform for real-world use cases"
cloud  earnings  amazon  aws  azure  marketshare  google  platform  microsoft 
april 2018 by jonerp
Workday ends FY 2018 on a roll but Wall St frets over billings - by @philww
"Workday earnings for Q4 FY 2018 beat estimates as cloud financials does well, while Wall St frets over a metric with little relevance in a SaaS business."
analytics  planning  and  data  analysis  financials  hcm  the  digital  future  of  work  earnings  reports 
february 2018 by jonerp
SAP Q4 FY2017 earnings – a call with Luka Mucic, CFO - by @dahowlett
"SAP didn't disappoint in its Q4 FY2017 numbers but then it didn't excite either. But there are still questions worth the asking. "
cloud  erp  financials  and  supply  chain  platforms  -  infrastructure  architecture  crm  customer  experience  earnings  reports 
january 2018 by jonerp
Intel does its best to tamp down impact of Spectre and Meltdown in earnings call - by @ron_miller
"Intel CEO Brian Krzanich was delighted to report that Intel had a record year in the company’s quarterly earnings call with analysts yesterday. Of course, he also had to acknowledge the Spectre and Meltdown chip vulnerabilities revealed earlier this month in perhaps the ultimate good news-bad news moment"
earnings  security  tc  intel  meltdown-spectre  chips 
january 2018 by jonerp
Oracle confident ahead of earnings, changes executive compensation plan – software buyers take note - by @dahowlett
"Oracle has radically changed its key executive compensation plan. This matters as do the goals and targets it is setting for itself."
cloud  erp  financials  and  supply  chain  platforms  -  infrastructure  architecture  crm  customer  experience  hcm  the  digital  future  of  work  earnings  reports 
september 2017 by jonerp
Twitter’s stock plunges as user growth stalls
"That's not going to happen, and investors are cluing in. Twitter had 328 million average monthly active users, or MAU, in the three months ending in June, which is unchanged from the previous quarter. The company's shares were down more than 10 percent this morning on the news.

The poor showing comes despite Twitter's role in the daily news cycle being more prominent than ever, since the platform often serves as President Donald Trump's favored medium of expression."
law  &  disorder  ministry  of  innovation  earnings  facebook  twitter 
july 2017 by jonerp
Infosys Q4 FY2017 results disappoint amid management distractions and execution challenges - by @dahowlett
"Infosys so-so results for Q4 FY2017 were overshadowed by ongoing public spats between a founder and the board. They served as a distraction that impacted the company."
outsourcing  professional  services  earnings  reports 
april 2017 by jonerp
SAP Q4 FY2016 hits top of cloud range but is an overall miss. Company ups guidance for 2020 - by @dahowlett
"The markets will likely whine at the revenue miss but I don’t think we should read too much into this. The ancillary information suggests that SAP is achieving better order value this year compared to last year even though overall deal flow fell. Order volume for on-premises deals fell about 5.5% but the share of deals above €5 million rose from 20% to 34% year over year. What is not so clear is the general impact of currency volatility and an assessment of conditions in a post-Brexit and under a Trump presidency."
analytics  planning  and  data  analysis  cloud  erp  financials  supply  chain  crm  customer  experience  hcm  the  digital  future  of  work  earnings  reports 
january 2017 by jonerp
Microsoft’s Q1 FY2017 – steady as she goes but work to be done - by @dahowlett
"Microsoft turned in a solid result for Q1 FY2017 but the underlying numbers are all over the map."
cloud  platforms  -  infrastructure  and  architecture  crm  customer  experience  devops  nosql  the  open  source  stack  earnings  reports 
october 2016 by jonerp
Workday Q2 FY2017 beat on revenue prefaces a strong outlook through to 2020 - by @dahowlett
"Workday turned in a good result for Q2 FY2017, beating out on revenue but with relatively light guidance for Q3. However, the ongoing mid-term guidance is solid and something that catches the eye."
analytics  planning  and  data  analysis  hr  admin  payroll  earnings  reports 
august 2016 by jonerp
Qlik misses Q4 2015, soft guidance for 2016. What’s going on? - by @dahowlett
"Qlik disappointed but things are not quite as rough as they seem and in fact may be much better in 2016 than the company estimates.
earnings  reports 
february 2016 by jonerp
What the heck happened at Tableau? It gruesome. - by @dahowlett
"Tableau's soft guidance for 2016 is puzzling. Here's what I discovered."
earnings  reports 
february 2016 by jonerp
SAP Q4 FY2015 – a critique for the road ahead - by @dahowlett
"SAP's Q4 2015 results have now been fully released but as we look forward, what can we tell? The outlook its impressive but much has to be done to get from here to there."
earnings  reports 
january 2016 by jonerp
Sage Software’s somewhat confusing transition to a subscription business - by @dahowlett
"Sage Software's full year 2015 report card looks like steady as she goes. But there is much to confuse the casual reader."
earnings  reports 
december 2015 by jonerp
Hewlett-Packard Enterprise and HP Inc. Results Go in Opposite Directions
"As a combined company, HP finished the quarter with sales down 7 percent to $28.4 billion, or down 2 percent after adjusting for the effect of currency exchange rates. (The U.S. dollar remains strong, and HP did a lot of business in international markets.) Earnings per share were 93 cents, down 12 percent year-on-year."
enterprise  computing  earnings  hp  split  personal  quarterly  results 
november 2015 by jonerp
Cisco Falls on Mixed Q1 Results, Weak Outlook
"On the conference call, Robbins seemed unconcerned about the potential impact on Cisco’s business of the pending acquisition of EMC by computing company Dell. Cisco’s Unified Computing System — its main offering for data centers — is a product that combines computing, storage and networking, but the company doesn’t own any storage assets. Instead it offers storage products from EMC, NetApp, Hitachi and IBM as an option in UCS products. “
enterprise  earnings  quarterly  results 
november 2015 by jonerp
Bill McDermott, CEO SAP – it’s about tomorrow’s generation - by @dahowlett #sapteched
"Bill McDermott, CEO SAP talks education and youth programs he's got going at SAP. It's an interesting mix that could help solve for new talent needs.
earnings  reports  education 
october 2015 by jonerp
Is search under threat from social networks? - by @dahowlett
"An ongoing debate suggest that search and social networks are locked into an unholy war with winner takes all as the eventual outcome. This is wrongheaded."
earnings  reports  marketing 
august 2015 by jonerp
ServiceNow beats on Q2 FY2015, flat outlook, markets relieved - by @dahowlett
"ServiceNow Q2 FY2015 showed a much better outcome than Q1. Management was clearly relieved but is guiding cautiously for the second half."
earnings  reports  service  management 
july 2015 by jonerp
Infor boasts 300% growth in cloud bookings, hires new CFO - by @derek_dupreez
"What is different about Uber fighting City Hall versus WalMart or an energy company, is that Uber has user experience on their side. This is where De Blasio fatally erred in taking on Uber. He attempted to use worn our arguments about safety and employee rights to define Uber as a threat to the public welfare when anyone who has ridden in a yellow cab – anywhere – will tell you it is quite the opposite. The data didn’t back up De Blasio’s claim, on the surface or at that level that we just intuitively know."
earnings  reports 
july 2015 by jonerp
SAP’s Q2 FY2015 – more color on the results, S/4 is a’coming, HANA revived - by @dahowlett
"SAP's Q2 FY2015 was good on the top line but there were plenty of questions to parse back to the executive team. I spoke with Rob Enslin on this occasion."
earnings  reports 
july 2015 by jonerp
Workday blows out its Q1 FY2016 numbers, reiterates $1billion plus run rate - by @dahowlett
"Workday blew out Q1 FY2016 on every important measure but only reiterated its previous guidance. The market wasn't satisfied "
earnings  reports 
may 2015 by jonerp
Amazon splits out AWS numbers, market goes crazy making wrong assumptions - by @dahowlett
"Surprise surprise, Amazon Web Services is profitable - sort of but it masks underlying issues."
earnings  reports  Amazon  AWS  clouds 
april 2015 by jonerp
.@SAP beats revenue, drops on profit in Q1 2015 earnings - by @dahowlett #SAP
"SAP reported revenues handily up but profits falling sharply in Q1 FY 2015. Introduces new method of accounting for subscription business. "
earnings  reports  SAP 
april 2015 by jonerp
Adobe's Q1 solid, Q2 outlook light, Creative Cloud subs surge - by @ldignan
"To me, this is why data scientists are so important. We need some experts to go beyond what we can do for ourselves. Average is not always good enough. This is not about being a power-user? It is about having the experience and expertise outside of the technology to use the technology to its fullest."
cloud  marketing  Adobe  earnings 
march 2015 by jonerp
​Oracle's moving parts: Here's the Q3 roll call - by @ldignan
"Oracle's third quarter earnings report will provide a glimpse into whether the company can sustain its cloud momentum. "
cloud  Oracle  IT  earnings 
march 2015 by jonerp
Intel cuts outlook, cites weak PC sales - by @ldignan
"Intel said it cut its first quarter outlook because of "weaker than expected demand for business desktop PCs and lower than expected inventory levels across the PC supply chain."
hardware  Intel  IT  earnings 
march 2015 by jonerp
..@CornerstoneInc beats out estimates, soft on outlook - by @dahowlett
"Cornerstone OnDemand handily beat all forecasts, issues softish guidance for 2015 from FX headwinds."
earnings  reports  talent  management  HCM 
february 2015 by jonerp
Microsoft Q2: Surface, enterprise lead the charge - by @ldignan
"Following the Windows 10 shindig, Microsoft announced the acquisition of Revolution Analytics, which specializes big data using the R programming language. Also on the big data front, Microsoft is rumored to roll out its Cosmos big data services as a paid version. "
cloud  Microsoft  earnings 
january 2015 by jonerp
IBM's Q4: Every core unit saw revenue declines - by @ldignan
Uh oh...."IBM reported mixed fourth quarter results that highlighted the company's challenges developing emerging businesses such as cloud and Watson fast enough to offset the slowdown in other units. Meanwhile, the company cut its 2015 outlook."
data  centers  IBM  IT  earnings 
january 2015 by jonerp
SAP Forecasts 7X Cloud Growth, Previews Next-Gen ERP - by @dhenschen
"SAP CEO Bill McDermott predicts fast growth through 2020, previews S4 Hana, a new suite of "simplified" ERP software."
SAP  earnings 
january 2015 by jonerp
Understanding SAP’s 2017-20 outlook - by @dahowlett
"SAP's detailed discussion of its Q4 2014 results produced little of note but the forward outlook is interesting."
earnings  reports  SAP 
january 2015 by jonerp
IBM Can't Shrink Its Way To Greatness - by @dhenschen
"IBM saw revenue declines in every major business unit in 2014. Can the company do more than please investors with fatter margins?"
IBM  earnings  IT 
january 2015 by jonerp
SAP provides investor relief in Q4 2014, what about the long term outlook? - by @dahowlet
"SAP got home in 2014 on its forecasts but as on-premise revenue continues to decline, can it offset with cloud and network revenue in 2015 and beyond?"
earnings  reports 
january 2015 by jonerp
​SAP Q4 solid with help from acquisitions - by @ldignan
"The acquisitions of Concur and Fieldglass give SAP's cloud revenue a boost in the fourth quarter."
SAP  earnings  clouds 
january 2015 by jonerp

Copy this bookmark:

to read