Internet Software & Services

(CRM) How to Invest in a Bipolar World, Part II

On Friday, I argued that the biggest challenge facing investors today is our “bipolar world.”

In the public sector, for instance, we have stifling regulations that cost Americans $1.8 trillion a year. That’s $14,768 per household. And we have a federal budget deficit and unfunded liabilities...

17Feb2014 | | Comments Off on (CRM) How to Invest in a Bipolar World, Part II | Continued

(JCOM) j2 Global on a Buying Spree

j2 Global Inc. (JCOM), a leading provider of unified messaging capabilities, is continuing with its buying spree as its subsidiary Ziff Davis Inc. announced the acquisition of NetShelter from inPowered. NetShelter is the biggest technology...

5Aug2013 | | Comments Off on (JCOM) j2 Global on a Buying Spree | Continued

(SINA) SINA Posts Narrower-Than-Expected Loss

SINA Corp (SINA) reported first quarter loss of 6 cents per share (including stock-based compensation), much better than the Zacks Consensus Estimate of a loss of 11 cents per share. First quarter results significantly...

9Jul2013 | | Comments Off on (SINA) SINA Posts Narrower-Than-Expected Loss | Continued

(FFIV) F5 Networks Misses by a Penny in First Quarter

F5 Networks, Inc. (FFIV) delivered first quarter 2013 adjusted earnings per share (EPS) of 88 cents, which missed the Zacks Consensus Estimate by a penny. The miss could well be attributed to higher expenses and tax rate.

Revenues

F5...

29Jan2013 | | Comments Off on (FFIV) F5 Networks Misses by a Penny in First Quarter | Continued

(CRM) Envestnet Boosts CRM Capabilities

Envestnet, Inc. (ENV) recently entered into a strategic alliance with Salentica Inc. – a leading provider of innovative and integrated Client Relationship Management (CRM) and Client Reporting technology solutions for wealth managers...

1Jan2013 | | Comments Off on (CRM) Envestnet Boosts CRM Capabilities | Continued

(DRIV) Digital River Joins with American Express

Leading e-commerce services provider Digital River, Inc. (DRIV) recently expanded its Digital River World Payments solution with the addition of American Express’ (<

28Dec2012 | | Comments Off on (DRIV) Digital River Joins with American Express | Continued

(FFIV) F5 Network’s New Big-IP Suite for Amazon

Renowned provider of application delivery controllers (ADCs), F5 Networks Inc. (FFIV) recently unveiled a virtual edition of its flagship Big-IP product suite for Amazon.com’s (

2Dec2012 | | Comments Off on (FFIV) F5 Network’s New Big-IP Suite for Amazon | Continued

(CRM) Salesforce.com Earnings Preview

Salesforce.com Inc. (CRM) is scheduled to announce its second quarter 2013 results on August 23, 2012, after the closing bell. We see limited movement in analyst estimates over the past 30 days.

First Quarter Overview

Salesforce.com...

26Aug2012 | | Comments Off on (CRM) Salesforce.com Earnings Preview | Continued

(CRM) Salesforce Beats Estimates in Second Quarter

Salesforce.com Inc. (CRM) reported second quarter fiscal 2013 adjusted earnings per share (EPS) of 5 cents, a penny ahead of the Zacks Consensus Estimate of 4 cents. Despite the marginal beat, shares plunged 5.09% in after-hours trading,...

26Aug2012 | | Comments Off on (CRM) Salesforce Beats Estimates in Second Quarter | Continued

(SINA) SINA Corporation Earnings Preview

SINA Corp. (SINA) is scheduled to announce its fiscal second quarter 2012 results after market closes on Wednesday, August 15, 2012. In the run up to the earnings release we do not notice any significant change in the analyst estimates.

However,...

22Aug2012 | | Comments Off on (SINA) SINA Corporation Earnings Preview | Continued

(CRM) Salesforce.com Allies with Twitter

After making it big in the cloud computing business, Salesforce.com (CRM) recently shifted its focus to the social networking domain and allied with Twitter. As per the alliance, Twitter will provide its entire volume of public Tweets...

17Jun2012 | | Comments Off on (CRM) Salesforce.com Allies with Twitter | Continued

(SYMC) Symantec to Acquire Nukona

Symantec Corporation (SYMC) upped its acquisition count with the recent takeover of privately-held Nukona Inc., a provider of mobile application management (MAM) services. The financial terms of the acquisition were not disclosed.

This...

22Mar2012 | | Comments Off on (SYMC) Symantec to Acquire Nukona | Continued

(CRM) Salesforce.com Offers New Applications

Enterprise cloud-solutions vendor Salesforce.com Inc. (CRM) announced the worldwide release of two new products in its annual customer event, Cloudforce. The two cloud-based products were Salesforce Rypple, a human resources management...

19Mar2012 | | Comments Off on (CRM) Salesforce.com Offers New Applications | Continued

(FFIV) F5 Networks Snaps Up Traffix Systems

F5 Networks Inc. (FFIV) recently completed the acquisition of a provider of Diameter signaling products, Traffix Systems, for an undisclosed amount. The agreement to acquire Traffix was signed earlier this week. The acquisition will...

25Feb2012 | | 0 comments | Continued

(CRM) Salesforce.com – Bear of the Day

Salesforce.com (CRM) reported decent third quarter 2012 results. The earnings guidance is also decent, but cost increase may offset revenue growth to a certain extent. We are concerned about continuous R&D investments that would...

7Feb2012 | | 0 comments | Continued

(JCOM) j2 Global Downgraded to Neutral by Analyst

We downgrade our recommendation on j2 Global Inc. (JCOM) to Neutral based on its third quarter of...

27Dec2011 | | 0 comments | Continued

(VRSN) VeriSign Incorporated – Bull of the Day

VeriSign, Inc. (VRSN) recently reported earnings of $0.35 per share in the third quarter of 2011, beating the Zacks Consensus Estimate of $0.33. In the past few years, VeriSign has considerably streamlined its business to focus on...

8Dec2011 | | 0 comments | Continued

(CTXS) Citrix Systems Analyst Remains Neutral

Citrix Systems Inc. (CTXS) declared strong financial results for the second quarter of 2011, beating the Zacks Consensus Estimates. Global trends toward virtualization and cloud computing are facilitating Citrix to report impressive...

6Oct2011 | | 0 comments | Continued

(JCOM) j2 Global Communications Reports Blockbuster Second Quarter

Yesterday, after the closing bells, j2 Global Communications Inc. (JCOM) reported excellent financial results for the second quarter of 2011. In the reported quarter, the company achieved record high revenues, EPS and free cash flow....

3Aug2011 | | 0 comments | Continued

(JCOM) j2 Global Communications Gets Neutral Rating

We downgrade our recommendation on j2 Global Communications Inc. (JCOM) to Neutral based on its current valuation. The stock price soared more than 36% last year. We continue to believet he company’s strong financial position and...

12Jul2011 | | 0 comments | Continued

(CTXS) Citrix Systems Analyst Downgrades Shares

We downgrade our recommendation on Citrix Systems Inc. (CTXS) to Neutral based on its current valuation. The stock price has soared more than 94% in the last year. Citrix is growing gradually as virtualization and cloud computing...

6Jul2011 | | 0 comments | Continued

(SYMC) Symantec Expands its Horizon

Security, storage and systems management solutions provider, Symantec Corporation (SYMC) is currently expanding its operations to serve companies in the virtualization and cloud computing market. Moreover, the company has recently...

29Jun2011 | | 0 comments | Continued

(SINA) SINA Teams with Find Japan

SINA Corp. (SINA) recently entered into a partnership with Find Japan Inc., to market its microblog service “weibo”, as reported by the news agency Bloomberg.

Under the terms of the agreement, Find Japan Inc. will provide...

29Jun2011 | | 0 comments | Continued

(CTXS) Citrix Systems Incorporated – Bull of the Day

We upgrade our recommendation on Citrix Systems (CTXS) to Outperform backed by its excellent performance in first-quarter 2011. The company is growing gradually as virtualization and cloud computing becomes essential for large enterprises...

6Jun2011 | | 0 comments | Continued

(CRM) Salesforce-Toyota Make Allies

Salesforce.com Inc. (CRM) recently announced a strategic alliance with the multinational automobile manufacturer Toyota Motors Corp. (TM). Under the terms of the agreement,...

24May2011 | | 0 comments | Continued

(JCOM) j2 Global Communications – Bull of the Day

We upgrade our recommendation on j2 Global Communications (JCOM) to Outperform. We believe j2 Global’s strong financial position and diversified product pipeline, coupled with the future growth prospects of outsourced value-added...

16May2011 | | 0 comments | Continued

(JCOM) j2 Global Communications Reported Mixed First Quarter 2011

Yesterday, after market close,j2 Global Communications Inc. (JCOM) reported mixed financial results for the first quarter of 2011.  GAAP net income was $30.9 million or 66 cents per share compared with $17.6 million or 39 cents per...

7May2011 | | 0 comments | Continued

(SINA) Sina Drops Google Search

A leading online media company and a provider of mobile value-added services in China, Sina Corp. (SINA) announced that a contract which allowed it to use Google Inc.’s (GOOG)...

31Mar2011 | | 0 comments | Continued

(SYMC) Symantec Offers Essential iPad Security

Largest Internet protection software maker Symantec Corporation (SYMC) recently announced the launch of Symantec VeriSign Identity Protection (VIP) Access for Mobile in the iPad. The solution will be available on the App Store.

The...

26Mar2011 | | 0 comments | Continued

(JCOM) j2 Global Communications Reports Quarterly Earnings That Beat

Yesterday, after market close ,j2 Global Communications Inc. (JCOM) reported excellent financial results for the fourth quarter of 2010.  GAAP net income was $26.9 million or 58 cents per share compared with $17.7 million or 39 cents...

17Feb2011 | | 0 comments | Continued