Market expects Google to post 17% Y-o-Y revenue growthThe internet advertising industry is expected to show 11. 1% CAGR through 2020Can Google continue the trend they’ve set for 2016? And what of Google Fiber?
Some analysts claim Chipotle can never get back to its glory days. New unit openings are supporting declining comps for now. If the company can show a slowdown in comps decline, they have a shot at a rebound.
Revenue declines continue to plague the More Personal Computing segmentGrowth in other segments is relatively flat, signifying heavy losses despite cloud and Office 365 gainsAs such, 1Q-17 will be a crucial quarter for Microsoft to show significant traction
Oracle Corporation's transition to being a cloud infrastructure provider has taken on a new level. The company needs time to flesh out its offerings, but the competition won't wait. It will be at least a year before we see significant movement in Oracle's cloud infra revenues.
Last year Amazon took the market cap crown from Wal-Mart in the retail segmentWal-Mart is now taking the inorganic route to deal with the “Amazon Effect”This year Amazon’s margins are better, giving them the leverage for continued growth
Netflix Inc. is cutting its count as well as expenditure on licensed content titles. The shift to original programming is a risky but necessary one. The only problem left to solve now is international local programming.
Twilio sits perfectly positioned at the nexus of cloud, mobile and messagingIt is developer-focused, providing only the tools to build custom comms systemsThough growth is strong, the P/S valuation is too high to move in right away
Amazon has two strong profitability segments, AWS and, now, North American retailBig retailers are still years away from reaching the online scale that Amazon hasAmazon continues to outpace them in growth as well as profitability
Twitter could be Google’s most valuable acquisition if it plays out that way. There are several synergies to be exploited by Google in such a scenario. It is also an ideal way for Alphabet to deal with the Facebook threat.
Facebook and WhatsApp get their media attention, but what about Instagram? Tremendous user base growth means a significant revenue upside. Can Instagram meet analyst revenue estimates in 2016 and 2018?
Oracle founder Larry Ellison announced two key cloud infra services at OpenWorldThe company has also openly challenged Amazon’s supremacy in cloudHow hard is the battle going to be, how long will it take, and can Oracle win?
Oracle is beefing up its ERP portfolio, while Microsoft is pushing in the CRM space. Salesforce stands to lose on SaaS as both companies grow their offerings. Can Salesforce stand up to this two-pronged onslaught from software giants?
AWS is still ahead of the pack in the cloud services segment. How does it manage to do this despite 51 price cuts since its launch? And how does it help other parts of Amazon’s business, especially retail?
Windows revenue is on the decline and ChromeOS is now rearing its headMicrosoft is shaping its device business in sync with the growing need for mobilityNadella’s vision of mobile first, cloud first is already taking form
Margins in the US retail segment are getting better as Amazon reaches scale. International markets show promise, but there's a long way to go. What does Amazon need to achieve in these markets to be consistently profitable?