Tag Archives: SAP

Pegasystems: Diving Into The Cloud Transition

It’s been a bad month for Pegasystems (NASDAQ: PEGA), with investors running for the exits after a huge top-line miss in Q3. For an enterprise software company, there’s probably nothing worse. Pegasystems sold off from all-time highs near $65 and now trades nearly 20% lower, in the low $50s.

Still, though, shares are up a good amount this year (see the YTD chart below), reflecting....More>>>

Pegasystems Goes Whale Hunting

Pegasystems (NASDAQ:PEGA) is an online CRM (customer relationship manager) that must be doing something right because is up against a much bigger and formidable competitor like Salesforce (NYSE:CRM), as well as other much bigger companies like SAP AG (NYSE:SAP) and Oracle (NYSE:ORCL).

It can be instructive to look at the relative performance. First, the stock price development over....More>>>

Cornerstone OnDemand: Priced For A Rebound

Expectations are low for HCM software vendor Cornerstone OnDemand (NASDAQ:CSOD). After having missed two earnings in the past twelve months (3Q16 and 2Q17), investors aren’t expecting great things from a company whose growth has decelerated to 10% in the most recent quarter.

At some point in every cloud company’s life, the growth engine will begin to slow down –....More>>>

Pegasystems Goes Whale Hunting

Pegasystems (NASDAQ:PEGA) is an online CRM (customer relationship manager) that must be doing something right because is up against a much bigger and formidable competitor like Salesforce (NYSE:CRM), as well as other much bigger companies like SAP AG (NYSE:SAP) and Oracle (NYSE:ORCL).

It can be instructive to look at the relative performance. First, the stock price development over....More>>>

Pegasystems Goes Whale Hunting

Pegasystems (NASDAQ:PEGA) is an online CRM (customer relationship manager) that must be doing something right because is up against a much bigger and formidable competitor like Salesforce (NYSE:CRM), as well as other much bigger companies like SAP AG (NYSE:SAP) and Oracle (NYSE:ORCL).

It can be instructive to look at the relative performance. First, the stock price development over....More>>>

The Enterprise Storage Space: A Good Venue In Which To Store Some Investment Dollars

Some thoughts on storage stock meltdowns

Last Friday, storage stocks were under pressure. Perhaps meltdown is too strong a word. But continued pressure was certainly visible. And to some extent, the shares of publicly traded storage vendors have been under pressure for the last few months. There arent all that many publicly traded storage stocks left these days. But the ones that....More>>>

Vuzix: Reality Check

Investment Thesis

Vuzix Corporation (NASDAQ:VUZI) is a company trying to unlock the elusive potential of virtual and augmented reality (VR, AR). The management behind VUZI has been involved within the industry for some time (see this video about CEO’s previous company from 1995), but has yet to manufacture a product that would be commercially successful i.e. generate enough....More>>>

Does Salesforce.com, Inc. (CRM) Stock Have Any Gas in the Tank?

Salesforce.com, Inc. (NYSE:CRM) will report its fourth-quarter earnings after Tuesday’s bell, and based on the charts, it looks like investors are optimistic. CRM stock has jumped nearly 20% for the year-to-date.

Source: TopoI6 Via Flickr

But the markets have broadly been in bull mode of late, with plenty of participation coming from the tech sector. And investors....More>>>

SAP Expands HANA Footprint

According to research firm Apps Run the World, the top 10 ERP software vendors accounted for nearly 28% of the global ERP applications market. Overall, the global ERP applications market was estimated to be worth $82.1 billion in license, maintenance and subscription revenues in 2015. In 2015, SAP (NYSE:SAP) was the leader in the market with 6% market share and $5.3 billion in ERP product....More>>>

SAP Expands HANA Footprint

According to research firm Apps Run the World, the top 10 ERP software vendors accounted for nearly 28% of the global ERP applications market. Overall, the global ERP applications market was estimated to be worth $82.1 billion in license, maintenance and subscription revenues in 2015. In 2015, SAP (NYSE:SAP) was the leader in the market with 6% market share and $5.3 billion in ERP product....More>>>