Infosys Q1 FY2017 - headwinds and Brexit
Infosys faced a disappointing and challenging quarter. Brexit loomed large in the analyst calls but like others, Infosys is taking a relatively neutral yet cautious approach.
Archive: Earnings reports
Invictus Games - a sporting challenge metaphor for Sage's cloud shift?
The Invictus Games celebrates sporting excellence against the odds. An appropriate metaphor for some time yet for Sage Group as the shift to the cloud proceeds?
Morrisons makes sales progress, but online barely into single figures
Some signs of progress at beleaguered supermarket chain Morrisons, but e-commerce still only accounts for 1% of total sales. Will Amazon ride to the rescue?
Workday delivers on Q4 FY2016, light for growth in FY2017 - the analysis
Workday rounded out FY2016 in strong form, beating estimates but the guidance is light and that demands some attention.
Splunk posts record results and aims for $1 billion revenue
New CEO Douglas Merritt said that he was confident in Splunk’s long-term strategy and spoke said that the company had brought on over 600 new enterprise customers this year.
What Walmart has learned about omni-channel - the hard way
Walmart has turned in shockingly low sales, but its digital and e-commerce investment is paying off, insist senior execs.
Qlik misses Q4 2015, soft guidance for 2016. What's going on?
Qlik disappointed but things are not quite as rough as they seem and in fact may be much better in 2016 than the company estimates.
What the heck happened at Tableau? It gruesome.
Tableau's soft guidance for 2016 is puzzling. Here's what I discovered.
Google does the year end splits, but what about those pesky taxes?
Google beat market expectations but there are many questions it leaves unanswered. Including those on taxes.
PayPal enjoys the single life, but eBay's got post-divorce blues
Breaking up is hard to do if you're eBay, but PayPal's enjoying life as a singleton again.
Apple - the billion user services company?
Could Apple make a shift to a services-dominant business model? Not any time soon certainly, but longer term, CEO Tim Cook clearly sees opportunities.
SAP Q4 FY2015 - a critique for the road ahead
SAP's Q4 2015 results have now been fully released but as we look forward, what can we tell? The outlook its impressive but much has to be done to get from here to there.
digibyte - SAP outlook for 2017 at the top of previously guided range
SAP's forward guidance is encouraging but you have to look more closely at the constant currency numbers to note the positive impact of a strong US dollar.