Apps & Software

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Earnings Duel: Google vs. Microsoft (MSFT, GOOG, YHOO)

Today is going to be a challenging earnings day, and it is no coincidence that Google (NASDAQ:GOOG) is reporting earnings simultaneously with Microsoft (NASDAQ:MSFT).  Google has already trumped Yahoo! (NASDAQ:YHOO) as we saw earlier…

Douglas A. McIntyre · 19 years ago

EMC’s VMWare IPO: New Preliminary Data

The upcoming and expected IPO out of EMCCorp. (EMC-NYSE) for the VMWare unit thissummer is still on track, and there are few IPO’s this summer that are going to be as sought after as…

Douglas A. McIntyre · 19 years ago

Oracle Beats But Guidance Not Until Later (ORCL, IBM, SAP)

Oracle Corp. (ORCL-NASDAQ) has posted non-GAAP EPS of $0.37 and revenues of $5.8 Billion.  This compares to estimates of $0.35 on a non-GAAP basis on consolidated revenues of $5.615 Billion.  The company gave prior…

Douglas A. McIntyre · 19 years ago

Oracle Earnings Preview; June 26, 2007 (ORCL, CRM, MSFT, SAP)

Oracle Corp. (ORCL-NASDAQ) is set to report earnings right after the close of trading today.  The enterprise software behemoth is expected to post EPS at $0.35 on a non-GAAP basis on consolidated revenues of…

Douglas A. McIntyre · 19 years ago

Adobe, Settling Down to Better Value (ADBE)

Adobe Systems (ADBE-NASDAQ) is a stock we have been a bit cautious on going into the last earnings.  We had even noted how shares were priced for perfection. Part of the caution was based…

Douglas A. McIntyre · 19 years ago

Adobe (ADBE) Beats Estimates, But Traders Question In-Line Guidance

Adobe Systems Inc. (ADBE-NASDAQ) has reported earnings at $0.37 EPS non-GAAP and revenues of $745.6 million, compared to First Call estimates of $0.35 EPS and $728.2 million revenues. Adobe’s proior second quarter revenue target…

Douglas A. McIntyre · 19 years ago

Novell Makes A Few Cents, Sort Of (NOVL)

Novell Inc. (NOVL-NASDAQ) has turned in earnings of $0.03 non-GAAP EPS and revenues of $239 million, compared to First Call estimates of $0.01 and $235.1 million.  The company managed to lose $110,000.00 on a…

Douglas A. McIntyre · 19 years ago

CDW Goes to Private Equity (CDWC)

CDW Corp (CDWC) shares are trading up marginally after the company agreed to be acquired by Madison Dearborn Partners for roughly $7.3 Billion in cash.  The buyout price amounts to $87.75 per share in…

Douglas A. McIntyre · 19 years ago

aQuantive Massive Buyout Premium (AQNT, MSFT)

Stock Tickers: AQNT, MSFT, GOOG, TFSM, YHOO, VCLK aQuantive Inc. (AQNT-NASDAQ) just recived a huge premium buyout by Microsoft (MSFT-NASDAQ).  This is one that was a 50/50 chance of happening via deductive reasoning after…

Douglas A. McIntyre · 19 years ago

Intuit Thinks Its Key Quarter Will Keep Going (INTU)

Intuit (INTU-NASDAQ) is a true odd-bird in technology and software, particularly since its last quarter is the crux of its entire year EPS year in and year out.  The company fell 8% in march…

Douglas A. McIntyre · 19 years ago

Autodesk Must Run on Auto-Pilot (ADSK)

Autodesk (ADSK-NASDAQ) posted revenues of $509 million versus $499.9 million estimates. GUIDANCE: Net revenues for the second quarter of fiscal 2008 are expected to be in the range of $520 million to $530 million.…

Douglas A. McIntyre · 19 years ago