Apps & Software

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Websense Still Targets Growth (WBSN)

Websense, Inc. (NASDAQ: WBSN) has posted earnings.  The results from the web filtering and data security player are initially being viewed as a disappointment, but the company is actually offering guidance for 2009 and…

Douglas A. McIntyre · 18 years ago

VMware Bunts on Earnings (VMW)

VMware, Inc. (NYSE: VMW) just posted earnings and the virtualization leader reported that Q4 sales and earnings were $0.36 non-GAAP EPS on $515 million in revenues. Analysts were looking for $0.26 EPS and $512.3…

Douglas A. McIntyre · 18 years ago

Can VMware Escape Earnings Noose? (VMW, EMC, CTXS)

Virtualization leader VMware, Inc. (NYSE: VMW) is set to report earnings after the close of trading today.  This earnings will likely have an impact on EMC Corp. (NYSE: EMC) and Citrix Systems, Inc. (NASDAQ:…

Douglas A. McIntyre · 18 years ago

Microsoft Conference Call Live Commentary (MSFT)

By now, even the pygmies have figured out that Microsoft Corp. (NASDAQ: MSFT) had an awful quarter.  We already signaled the top-line and bottom-line miss this morning, and a warning that was without any…

Douglas A. McIntyre · 18 years ago

Microsoft (MSFT) Gets A Second Chance

A  look at the numbers for Microsoft’s last quarter would make most investors shudder. Revenue barely moved, up 2% to $16.6 billion. Net income was of 11% to $4.2 billion. The world’s largest software…

Douglas A. McIntyre · 18 years ago

Microsoft and Premature Hari Kari, Death of Guidance (MSFT)

Microsoft Corp. (NASDAQ: MSFT) was not supposed to report earnings until after the close of trading.  But something happened for the first time we have ever seen.  The company unexpectedly released earnings at 9:00…

Douglas A. McIntyre · 18 years ago

All’s Well With Microsoft (MSFT) Except Its Plans

The Daily Racing Form’s take on Microsoft’s (MSFT) fourth quarter is that there was nothing good about it. The company missed earnings and will have to fire almost 10,000 people. Redmond forecast that its…

Douglas A. McIntyre · 18 years ago

Aladdin In Play? (ALDN)

Aladdin Knowledge Systems Ltd. (NYSE: ALDN) shares have risen sharply on new reports that the Israeli data security software provider was close to receiving a buyout offer from a Vector Capital Group affiliate.  Israel’s…

Douglas A. McIntyre · 18 years ago

Cloud Computing Will Never Work

Cloud computing has started to pick up some fans. Google (GOOG) markets a lot of the stuff. It allows things like e-mail, documents, and spreadsheets to run on its servers. The PCs at companies…

Douglas A. McIntyre · 18 years ago

Oracle Earnings, A Currency Story (ORCL)

Oracle Corp. (NASDAQ: ORCL) posted non-GAAP earnings of $0.34 EPS and $5.7 billion in revenue compared with First Call estimates of $0.34 EPS and $5.84 billion in sales. There is more data that impacted…

Douglas A. McIntyre · 18 years ago

Oracle Expectations Differ From Analysts & Ellison (ORCL)

After the close of trading today, Larry Ellison & Co. is set to report earnings for Oracle Corp. (NASDAQ: ORCL).  Thomson Reuters (First Call) has earnings estimates of $0.34 EPS on $5.84 billion in…

Douglas A. McIntyre · 18 years ago