Salesforce.com (CRM) has lost 10% of its market value (about $5 billion) since offering disappointing billings for the current quarter in late August. The stock is down almost 17% from its all time highs made in May, and …
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On September 8th we took a look at Salesforce (CRM) and determined that there was a strong possibility that the stock would remain under pressure into their Q3 report in November. The main reason being the weakness in billings was unlikely …
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Adobe (ADBE) reports tonight after the close. The options market is implying about a 4% one day move tomorrow, which is rich to the 4 qtr average one day post earnings move of 3.5%. The …
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There is little doubt that Salesforce.com (CRM) has been a pioneer of one of the largest secular shifts in enterprise computing in decades, and is helmed by a guy who has the potential to be the next …
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Last night Salesforce.com (CRM) reported fiscal Q2 results that were generally inline. They guided the current quarter down a touch, and left full year guidance intact. The stock was down 8% last night in the …
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Event: Salesforce.com (CRM) reports fQ2 results tonight after the close. The options market is implying about a 5.5% one day move, which is basically inline with the 4 qtr one day average move of 5.3%, …
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On Tuesday I previewed Workday’s (WDAY) fiscal Q2 results that were reported last night. Regular readers know that I am skeptical of stories like this. Stocks that trade at ridiculous multiples, are massively unprofitable on a …
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The technology industry is full of ‘collaborations’. Established players that are slow to innovate and adapt to increasingly rapid change often invest in, or partner with smaller companies for a whole host of reasons. I …
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Event: Oracle (ORCL) reports fiscal Q3 results tomorrow after the close. The options market is implying about a 4.5% one day move, which is slightly high of its 4 quarter average of about 4.25%, but in …
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Shares of enterprise cloud software provider Workday (WDAY) are up nearly 14% today after reporting fourth quarter sales that beat expectations, and grew a whopping 43% year over year (despite guiding the current qtr lower). …
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