Nutanix shares lost 9.1% of there share value this week. It is my view that the sell-off reflects investor concerns that are not well grounded. The substantive concern, implied by a Cleveland Research report, to the extent that Dell is taking share or will take share from Nutanix simply doesn’t come from any independent sources…
Dear Subscribers; I am happy to tell you that we have restored connectivity to the web site. I have tried it myself several times and it is working with Chrome. I am not too sure why we had the problem we did with what are called SSO’s, but we had the problem and it is…
It is Tuesday, and time for more earnings to discuss. I think it is fair to suggest that the stronger companies are reporting strong earnings with a significant beat for Shopify which will be discussed below and beats as well by Paycom and Tenable. Twilio which is just reporting now as this is written and…
Summary Microsoft reported yet another quarter of very strong results. The upside was partially a function of market share gains in the cloud. This time around, the company saw respectable growth in Windows that lead to a blow-out quarterly result. Microsoft shares have been quite strong for some time now. But the opportunity for further…
Yesterday and today are flooded with earnings reports- information overload watch. I will not seek to discuss all of the earnings reports that have been released in the sector-and Microsoft’s stellar release deserves its own article. Needless to say, as a very long-term holder of Microsoft shares, the results for the quarter were gratifying. It…
Three up and Three In-A brief discussion of the first 3 names releasing earnings this season (SAP, MANH, and Dassault (DASTY) The first three companies that I cover in the IT space have reported their results. The result in all cases were strong-well ahead of prior expectations-and commentary from the companies was quite supportive in…
Rumors have been rife this morning to the effect that Medidata will be bought by Dassault Systemie. I prepared one post some time ago regarding MDSO shares. The company competes against Veeva, although to a certain degree saying that is about the same as comparing a MB to a Chrysler. MDSO’s technology is relatively old,…
Atlassian (TEAM) reported the results of its fiscal Q3 on Wednesday. April 17th. The results for the quarter handily surpassed prior guidance and the consensus expectations. The company’s forecast was said by the headlines to have been mixed. Not really, but the shares are down almost 10% in the wake of the earnings guide. So…
Summary Pure shares have languished for many quarters now while the company has continued to achieve 30%+ top-line growth. The company’s newest offerings which include ObjectEngine, Direct Flash Fabric and ES2 seem to be dramatically underappreciated by many industry analysts. The company announced one of the largest orders in its history with a Global System…
Atlassian held its analyst day last week which was organized around it US user conference in Las Vegas. As most such gatherings, this one featured commentary about products, technology and the state of the market. Atlassian is scheduled to report its results next week, and I do not believe that the analyst meeting, long planned,…