“3 Top Cloud Computing Stocks to Buy in May - Motley Fool” plus 3 more |
- 3 Top Cloud Computing Stocks to Buy in May - Motley Fool
- Dubber goes live on Cisco price list - iTWire
- Google once explored acquiring video meet app Zoom: Report - ETTelecom.com
- Appian (APPN) to Report Q1 Earnings: What's in the Cards? - Yahoo Finance
| 3 Top Cloud Computing Stocks to Buy in May - Motley Fool Posted: 06 May 2020 06:00 AM PDT Tech investors looking for stable investments right now will be hardpressed to find a company that hasn't seen their share price effected by the current pandemic. But despite the uncertainty surrounding the stock market and the economy, there are still companies that have fantastic long-term potential. Three such examples in the cloud computing market are Microsoft (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), and Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL). Here's why.  Image source: Getty Images. MicrosoftIt's hard to find a large tech company that's executed its cloud computing strategy as well as Microsoft. Microsoft has not only transitioned its popular Office apps to the cloud, but it's built out entirely new cloud products over the past few years that are snatching up a large share of the market as well. The best example of this is the company's Azure cloud computing infrastructure service. Azure, which competes directly with Amazon Web Services (AWS), accounts for 18% of the public cloud market, up from 13% three years ago. Those market share gains have come at Amazon's expense and have shown investors that even after 46 years, Microsoft is still as innovative as ever. Azure's sales grew by 59% in the most recent quarter and Microsoft's broader Commercial Cloud sales (which include its cloud-based Microsoft 365 subscriptions) jumped 39% year over year to $13.3 billion. What's great about Microsoft's cloud computing strength is that there's plenty of room for the company to expand in the market. The public cloud market is worth about $266 billion right now and will grow to $355 billion by 2022. With Microsoft's long list of cloud-based services and newer cloud products like Teams (a Slack competitor) continuing to gain steam, Microsoft's cloud opportunity is just getting started. AmazonIf you're looking for the leader in the cloud computing market, look no further than Amazon. The company's AWS holds a very impressive 33% of the market right now. While Microsoft has made some gains on Amazon's cloud business over the past few years, it's hard to imagine Amazon being overtaken in this space any time soon. Even during the pandemic, the company's cloud business has expanded. Amazon CEO Jeff Bezos said in the company's first-quarter press release last week, "The current crisis is demonstrating the adaptability and durability of Amazon's business as never before." AWS revenue surged 33% in the first quarter and, even more impressive, Amazon's AWS continues to be the company's most profitable business. AWS' first-quarter operating income was $3.1 billion, which was a 38% increase from the year-ago quarter and far outpaced the company's e-commerce operating income from its North American segment, which was $1.3 billion. Amazon's existence isn't as dependent on cloud computing as some of its other competitors, but that hasn't stopped Amazon from staying focused on growing its lucrative AWS business and dominating the space. As such, Amazon is as close to a sure bet in the cloud computing market as you can get. AlphabetAlphabet is increasingly looking to cloud computing as a bigger part of its future and the company's Google Cloud Platform (GCP) already has about 8% of the public cloud market right now. That's far behind Amazon and Microsoft, but investors shouldn't count Alphabet out of this race just yet. Sales from Alphabet's broad Google Cloud business, which includes its GCP and its G Suite products, spiked 52% in the most recent quarter to $2.8 billion. That figure may not seem like much compared to Alphabet's competitors, but the company indicated on its first-quarter earnings call last week that it's more committed to the cloud than ever before. "Cloud and productivity software for businesses of all sizes is a deep area of investment," Alphabet CEO Sundar Pichai said. Alphabet already boasts a large and growing number of large companies that are using its cloud computing services and products, including Shopify, Vodafone, and AT&T, and Alphabet now has more than 6 million paying G Suite customers. With cloud computing being one of the company's brightest spots in the most recent quarter, and companies needing more cloud-based services than ever before, investors can expect Alphabet to be even more focused on boosting its cloud products in the coming years. Cloud computing is far more than a trendCloud computing was already a fast-growing market before COVID-19 arrived, but the coronavirus pandemic has shown many companies -- both large and small -- that having reliable, cloud-based software and services is critical. With so many people in the U.S. and abroad working and communicating from home, there's little excuse for anyone to shun the cloud services the above companies offer. And with demand surging for these services, you can bet that Microsoft, Amazon, and Alphabet will be fighting even harder to gain an advantage as this market expands.  |
| Dubber goes live on Cisco price list - iTWire Posted: 06 May 2020 04:09 AM PDT  Listed Australian call recording vendor Dubber's services are now available via the Cisco Global price list and order entry system (CCW). The Dubber (ASX:DUB) services have, for an initial period, been available in the network via an interim process which required the Cisco channel to liaise directly with Dubber to satisfy immediate requirement, but now Call Recording and Data Capture services for Cisco Webex Calling can be ordered by any of Cisco's resellers globally directly from Cisco. "We are very pleased to have Dubber call recording and data capture services orderable on the Cisco Global Price List as part of an integrated bundling for Cisco Webex Calling customers," said Steve McGovern CEO, Dubber. "This opens up Dubber's services to all Cisco partners globally, where they can order Call Recording and other features as part of the Cisco Webex Calling sales process. "Given the recent uptake in the requirement for fully featured cloud telephony services, we expect this to result in significant increases in global ordering and provisioning of services. We are currently seeing robust uptake across the USA, Canada and Europe, particularly in the health care and large financial services verticals." "Against the background of a generational shift to working from home, businesses and enterprises are now looking to Cisco Webex Calling for the solution to their immediate workforce requirements and long-term Business Continuity Planning (BCP) as they seek to replace legacy hardware-based telephony services with flexible, cloud based capability," said Dubber. "Call recording is a key requirement in this process and is now immediately available for any Cisco Webex Calling user." LAYER 1 ENCRIPTION A KEY TO CYBER-SECURITY SOLUTIONSecurity requirements such as confidentiality, integrity and authentication have become mandatory in most industries.Data encryption methods previously used only by military and intelligence services have become common practice in all data transfer networks across all platforms, in all industries where information is sensitive and vital (financial and government institutions, critical infrastructure, data centres, and service providers). Get the full details on Layer-1 encryption solutions straight from PacketLight's optical networks experts. This white paper titled, "When 1% of the Light Equals 100% of the Information" is a must read for anyone within the fiber optics, cybersecurity or related industry sectors. To access click Download here.  |
| Google once explored acquiring video meet app Zoom: Report - ETTelecom.com Posted: 05 May 2020 08:16 PM PDT  San Francisco: Google Cloud teams in 2018 explored to acquire California-based video meet app Zoom which has seen a definite surge in its popularity in social distancing times across the globe including in India.According to a report in The Information citing people with direct knowledge of the situation, the internal discussions didn't get very far but a group of Google Cloud engineers "evaluated what would be a reasonable price to pay and calculated the unit economics for the service if it ran on Google's servers". Zoom was one of several companies the Google engineers evaluated, the report said on Monday. A Google spokesperson was quoted as saying that the tech giant never "seriously evaluated" acquiring Zoom and has never had a large-scale agreement for employees to use Zoom. Citing privacy and security concerns, Google has banned Zoom for its employees across offices, and promotes its own app unified enterprise communication app Meets.Google is adding roughly 3 million new users on Meets daily and have seen a 30-fold increase in usage since January. There are now over 100 million daily Meet meeting participants, according to Alphabet and Google CEO Sundar Pichai. Inspired by the growing use of its video conferencing app, Google has announced to make the premium video meeting app free for everyone in social distancing times. Zoom founder Eric Yuan have rebuffed acquisition offers from Microsoft too, which has seen its video conferencing app Teams growing in COVID-19 lockdowns. Microsoft's enterprise communication tool Teams now has more than 75 million daily active users and number of organisations integrating their third-party and line of business apps with Teams has tripled in the past 2 months. Microsoft saw more than 200 million meeting participants in a single day this month, generating more than 4.1 billion meeting minutes. In a startling revelation late last month, Zoom meekly admitted it does not have over 300 million daily active users (DAUs) but these are actually the numbers of meeting participants. In a recent blog post, Zoom declared it more than 300 million DAUs users "around the world are using Zoom during this challenging time". The California-based company later deleted these references from the original blog post, claiming "300 million daily Zoom meeting participants".  |
| Appian (APPN) to Report Q1 Earnings: What's in the Cards? - Yahoo Finance Posted: 06 May 2020 07:42 AM PDT Appian Corporation APPN is set to report first-quarter 2020 results on May 7. For the quarter, the company projects total revenues between $71.0 million and $71.5 million, indicating year-over-year growth between 18% and 19%. The Zacks Consensus Estimate for revenues is pegged at $70.5 million, indicating an increase of 18.3% from the year-ago quarter's reported figure. Moreover, Appian expects non-GAAP net loss in the range of 18-20 cents per share. The consensus mark for loss has increased 10.5% to 21 cents over the past 30 days. Notably, the company's earnings beat the Zacks Consensus Estimate in the trailing four quarters, the average positive surprise being 17.3%. Let's see how things have shaped up for this announcement. Factors to Watch Appian Corporation's first-quarter 2020 results are expected to reflect consistent growth in subscription revenues. Cloud subscription revenues are projected in the range of $27.8 million and $28.1 million, indicating year-over-year growth between 31% and 32%. Notably, as of Dec 31, the company's subscription revenue retention remained strong at 116%. Appian Corporation Price and EPS Surprise  Appian Corporation Price and EPS Surprise Appian Corporation price-eps-surprise | Appian Corporation Quote Additionally, financial services remain Appian's largest and one of the fastest growing industries. Increased adoption of the company's solutions is likely to have driven subscription revenues in the first quarter as well. Appian's investment in new geographies, including through investment in direct and indirect sales channels, professional services and customer support and implementation partners drove top-line growth both domestically and internationally in the fourth quarter. International operations contributed 32% of total revenues in the fourth quarter compared with 27% in the prior-year period. This trend is likely to have continued, aiding the company's expansion in international markets in the to-be-reported quarter. In the first quarter, Appian unveiled the latest version of the Appian Low-code Automation Platform that employs intuitive, visual interface and pre-built development modules, which reduce the time required to build powerful and unique applications. Steady demand for Appian's low-code platform is expected to have contributed to the company's top line in the soon to-be-reported quarter. For instance, Celonis, the market leader in AI-enhanced Process Mining and Process Excellence software, selected Appian's low-code platform to accelerate digital business process transformation and continuous process improvement for joint customers in the first quarter. Moreover, Deloitte formed a strategic alliance with Appian to modernize its mission systems for government and commercial clients through Appian's low-code development and intelligent automation, which ranges across several technologies including AI, robotic process automation (RPA) and robotic workforce management (RWM) among others. These client wins are expected to have boosted the company's top line in the first quarter. Notably, Appian generated revenues of $70.5 million in fourth-quarter 2019, up 17% from the year-ago quarter. Moreover, Appian Guarantee program has been witnessing solid traction. The company expanded the program to other partners besides KPMG. However, Appian has been facing stiff competition from other providers of low-code development platforms and from companies that provide business process management and case management software. The bottom-line is expected to reflect heightened competition. Key Developments in Q1 Appian acquired Novayre Solutions SL, developer of the Jidoka RPA platform, which is currently the highest-rated RPA software on Gartner Peer Insights (>50 reviews). The acquisition makes Appian a one-stop shop for automation, with best-in-class solutions for workflow, AI, and RPA. Additionally, Appian expanded technology partnership with Alphabet's GOOGL Google Cloud in order to focus on intelligent document processing. The partnership enhanced the Appian AI offering, and offered customers AI capabilities pre-configured for Intelligent Document Processing (IDP) use cases. Appian announced Appian RPA, augmenting Appian's Low-code Automation Platform with the ability to govern cloud-native Appian software robots in a unified automation stack. Appian's full-stack automation now combines AI, RPA, workflow, decision rules, and case management at the speed of low-code. Notably, global Appian's strategic partners including KPMG, Cognizant, Accenture Federal, Deloitte Spain, and Doble O Consulting are trained and certified on Appian RPA within their Appian practices. Moreover, the company created a free COVID-19 Response Management application for enterprises and government agencies. The app establishes a central command center to safeguard the health and safety of employees and tracks health status, location, travel history and any COVID-19 incident details. What Our Model Says According to the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that's not the case here. Appian Corporation has an Earnings ESP of -29.81% and a Zacks Rank #3. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. Stocks to Consider Here are some companies, which, per our model, have the right combination of elements to post an earnings beat in their upcoming release. DISH Network DISH has an Earnings ESP of +17.26% and a Zacks Rank of 2. You can see the complete list of today's Zacks #1 Rank stocks here Inphi Corporation IPHI has an Earnings ESP of +20.04% and is Zacks #2 Ranked. Today's Best Stocks from Zacks Would you like to see the updated picks from our best market-beating strategies? From 2017 through 2019, while the S&P 500 gained and impressive +53.6%, five of our strategies returned +65.8%, +97.1%, +118.0%, +175.7% and even +186.7%. This outperformance has not just been a recent phenomenon. From 2000 – 2019, while the S&P averaged +6.0% per year, our top strategies averaged up to +54.7% per year. See their latest picks free >>
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