The cloud transition state
There’s a confusing dynamic happening in the software industry caused by the inexorable shift to the cloud. Even before you can get into the analysis you need to identify which cloud(s) you’re thinking about (infrastructure, apps, platform). Also, once you’ve done that you need to decide if you’re partial to technology or financial analysis. It […]
It takes time to make a cloud
Financial analysts are in a small funk because Oracle’s earnings were not as spectacular as they’d have liked. Actually, the revenue numbers were fine; they beat the street estimates of $9.57 billion for the just completed Q2 2018 with revenues of $9.63 billion. The cause of the consternation was a relatively weak cloud growth rate […]
Some analysts still don’t get it
Oracle reports its earnings on Thursday, December 14, after the markets close and trying to guess how the company did in its second fiscal quarter has become a parlor game. Seeking Alpha, an investment newsletter, has been making observations ahead to the announcement trying to inform its subscribers about what to expect. They are not […]
Ariba, Stock Run Ups and Equity Research
I continue to be surprised at the run-up in certain tech stocks, driven in part by many analyst reports. This suggest to me that at least some of the so-called experts covering various markets really don’t have much knowledge of t…
Are Extraordinary U.S. Savings Levels Coming to an End?
During the recession, we all started minding our spend — companies, nonprofits, families and individuals included (governments, of course, got a pass). Of course, if you’re a family or individual lucky enough to be gainfully employed, and you cut ba…
