Showing posts with label Cloud. Show all posts
Showing posts with label Cloud. Show all posts

2019-06-12

Mary Meeker’s 2019 Internet Trends Report & Highlights

Mary Meeker’s 2019 Internet Trends Report (pdf) embed below:
Internet Trends archive: https://www.bondcap.com/#archive
Highlights:

Global Internet Users 3.8B (51% of world population), Growth Slowing: +6% vs. +7% Y/Y

Top 30 Global Internet Market Capitalization Leaders: USA 18 of 30, China 7 of 30

Top 30 Global Market Capitalization Leaders: USA 23 of 30, technology 9 of 30

USA E-Commerce Growth +12.4% vs. +12.1% (Y/Y – Q1 vs. Q4)

USA E-Commerce as % of All Retail Sales: 15% vs. 14% Y/Y

Media Time vs. Advertising Spending: Mobile @ Equilibrium (2018), Desktop (2015)

Internet Ad Revenue Growth Decelerating: +20% vs. +29% at Leading USA Platforms (Y/Y  Q1 vs. Q4). Internet Ad Buying: Programmatic Gains vs. Direct, Negatively Impacting Pricing.

Effective + Efficient Marketing = One’s Own Product + Happy Customers + Recommendations

USA Digital Media Usage Growth Accelerating: +7% vs. +5% Y/Y;  More time spent on Mobile devices than TV.

Usage: Images Increasingly Relevant Way to Communicate, e.g., Twitter: >50% of Tweet Impressions include Images / Video / Other Media.

Interactive Gaming Players Accelerating: 2.4B +6% vs. +5% Y/Y. Interactive Gaming =
Real-Time Play + Talk / Text + Watch… Social in Nearly All Ways.

Freemium Business Evolution Started in Gaming, Evolving / Emerging in Enterprise + Consumer…All In… Just Getting Started.

Cloud Deployment Revenue +58% Y/Y

Digital Payments >50% of Day-to-Day Transactions

Data Collection + Analysis + Utilization Evolving From Humans to Humans / Computers: Data is now fundamental to how people work & the most successful companies have intelligently integrated it into everyone's daily workflow… Data is the new application--Frank Bien, CEO & President, Looker, June, 2019. Consumers + Businesses + Regulators Increasingly Drinking from Data Firehose.

"Problematic" Internet Content: Media Maxim "People Prefer Negative News."

World Wide Web  v.  Webs of Worlds Driven by Local Regulation.

Cyber Attacks Sophistication + Scope Continue to Rise, Particularly State Sponsored 

Global Relative GDP (Current $): China + USA + India Rising, ... Europe Falling

Cross-Border Trade is 29% of Global GDP.

USA Consumer Confidence Index High & Rising @ 97 vs. 88 Sixty-Five Year Average 
Economy / Employment (USA): Unemployment @ 19 Year Low… Job Openings @ All-Time High and Wages Rising.

ONLINE EDUCATION = BIG NUMBERS + BIG GROWTH

Areas prime for innovation in USA: 1. Healthcare; 2. Government.

See also tweets at @bondcap.
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DISCLAIMER

2019-05-22

Interview | Ruth Porat, CFO at Alphabet and Google $GOOG $GOOGL

Ruth Porat, CFO at Alphabet and Google

“You’re at the table because people want your voice. It’s easy to forget that. Don’t keep second guessing. If you have a point of view, the reason you were hired is because people want to hear it.”⁣

Ruth Porat, CFO at Alphabet and Google, was interviewed  for the final View from the Top for this academic year at the Stanford Graduate School of Business. Failing to invest for the long term could be one of tech’s greatest vulnerabilities, she said, and advised students to keep thinking about investing for the long haul.

”What I’ve seen is that if you don’t invest in the long term, you’re sowing the seeds of your own destruction.”⁣ In the video, Porat discusses her experiences while at Morgan Stanley $MS (morganstanley.com) and later, Google $GOOGL, $GOOG (google.com). Stanford Graduate School of Business video above published May 21, 2019.

NYSE: MS
$MS
NASDAQ: GOOGL
$GOOGL


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2019-05-02

GoDaddy $GDDY Q1 2019 Earnings LIVE Webcast May 2, 5 pm EDT

 GoDaddy
GoDaddy Inc. NYSE: GDDY, (godaddy.com), release of financial results for the first quarter (Q1 2019) on Thursday, May 2, 2019, after the stock market closes, with a LIVE webcast and conference call at 5:00 p.m. EDT. To hear the call, dial (833) 286-5800 in the United States or (647) 689-4445 from international locations, with passcode 5078531. A live webcast of the call will also be available on GoDaddy's investor relations website at https://investors.godaddy.net. Following completion of the call, a recorded replay will be available on the investor relations website. GoDaddy is the world's largest domain name registrar, and also provides hosting, cloud, and other technology services to 18.5 million customers worldwide.

Listen to Webcast -- Press Release -- Presentation

GoDaddy CEO Scott Wagner on Q1 2019 Results--Earnings Call Transcript.

Q1 2019 Results excerpts:
  • Total revenue of $710.0 million, up 12.1% year over year, or approximately 13.6% on a constant currency basis.
  • Total bookings of $870.5 million, up 11.2% year over year, or approximately 13.5% on a constant currency basis.
  • Net cash provided by operating activities of $199.7 million, up 34.6% year over year.
  • Unlevered free cash flow of $198.8 million, up 22.4% year over year.
  • Customers of 18.8 million, up 6.4% year over year.
  • Average revenue per user (ARPU) of $150, up 8.5% year over year.
  • Domains revenue of $319.6 million, up 9.6% year over year.
  • Hosting and Presence revenue of $268.9 million, up 12.1% year over year.
  • Business Applications revenue of $121.5 million, up 19.5% year over year.
  • International revenue of $245.1 million, up 8.2% year over year, or approximately 12.2% on a constant currency basis.
Operating Highlights:
  • GoCentral, GoDaddy's website builder, and Managed WordPress continue to see robust subscription growth, driven by feature expansion and improvements in awareness.
  • GoDaddy acquired Sellbrite, a world-class multi-channel eCommerce suite, to broaden its tools in eCommerce channel syndication, advanced inventory management and fulfillment.
  • GoDaddy launched support for digital downloads, enabling customers to sell music, e-books, videos, art and other content in online stores.
  • After strong reception in Brazil and Mexico, GoDaddy launched its Open-Xchange powered business email offering for customers in India.
  • GoDaddy launched "Connections," a customer management tool that helps entrepreneurs organize and engage with their audience.
  • In February, GoDaddy surpassed four million customers in its EMEA region.
  • GoDaddy acquired CoBlocks and ThemeBeans, continuing its investment in the WordPress ecosystem.
  • GoDaddy completed a secondary offering of 8.5 million shares of its Class A common stock sold by certain of its stockholders at $75.40 per share in February 2019, increasing the publicly available float.
  • In March, GoDaddy's credit rating was upgraded by Moody's to Ba2, reducing the margin on its debt to 200 basis points from 225 basis points.
Balance Sheet: At March 31, 2019, total cash, cash equivalents and short-term investments were $1,109.0 million, total debt was $2,451.1 million and net debt was $1,342.1 million.

Business Outlook: For the full year 2019, GoDaddy expects revenue in the range of $2.97 billion to $3.00 billion, representing full-year growth of 12% to 13%. For the second quarter ending June 30, 2019, GoDaddy expects revenue of $730 million to $740 million.

Editor's notedue to the 'miss' on analysts consensus on revenue and EPS$GDDY shares are down in after hours trading 2 May 2019.
$GDDY


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2019-04-29

Alphabet $GOOG $GOOGL Q1 2019 Earnings LIVE Webcast April 29

Alphabet Inc. (NASDAQ: GOOG, GOOGL) quarterly conference call to discuss first quarter (Q1) 2019 financial results, Monday, April 29, at 1:30 p.m. PDT / 4:30 p.m. EDT, via LIVE webcast. A replay of the webcast will be available through the same link following the conference call. Go to the Investor Relations website at abc.xyz/investor on April 29, 2019, to view the earnings release prior to the conference call.

UPDATE: Earnings Release (pdf) excerpt:
"We delivered robust growth led by mobile search, YouTube, and Cloud with Alphabet revenues of $36.3 billion, up 17% versus last year, or 19% on a constant currency basis," said Ruth Porat, Chief Financial Officer of Alphabet and Google. "We remain focused on, and excited by, the significant growth opportunities across our businesses."
Editor's note: GOOGL shares have declined in early afterhours trading 29 Apr 2019.
$GOOGL
About Alphabet Inc.
Larry Page and Sergey Brin founded Google in September 1998. Today the company has grown to more than 90,000 employees worldwide, with popular products and platforms like Search, Ads, Maps, Gmail, Chrome, YouTube, and Android. In October 2015, Alphabet became the parent holding company of Google.


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2019-04-25

Amazon $AMZN Q1 2019 Earnings LIVE Webcast Apr 25, 5:30pm EDT

Amazon.com, Inc. (NASDAQ: AMZN) conference call and LIVE webcast to discuss Amazon's first quarter (Q1) 2019 financial results on April 25, 2019 at 5:30 p.m. EDT. The audio and associated slides will be available for at least three months thereafter at www.amazon.com/ir.

Q1 2019 Earnings Release (pdf)
Amazon reports Q1 2019 revenue of $59.7B, up 17% YoY, operating income of $4.4B, up from $1.9B in Q1 2018, and net income of $3.6B, up from $1.6B in Q1 2018. Amazon's AWS reported Q1 revenue of $7.7B, up 41% YoY and representing 13% of total sales at Amazon, up from 10% in Q4. Editor's note: shares are up in afterhours trading 25 Apr 2019.
$AMZN
2018 Letter to Shareholders
By Jeff Bezos on April 11, 2019

How Amazon Makes Money

Amazon reported a record net income of $10.1 billion in 2018, which was a considerable jump from $3 billion in 2017. CNBC breaks down where exactly the money came from and how Amazon Web Services, advertising and the third-party marketplace are driving Amazon's increased profitability. CNBC.com video above published Feb 18, 2019.


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2019-04-09

Google Cloud Next ’19 San Francisco LIVE April 9-11

Google Cloud Next ’19 San Francisco, LIVE from the Moscone Center April 9-11
 Google Cloud Next '19
LIVE Online via the Next OnAir livestream. Watch more than 75 live sessions, behind-the-scenes interviews, and more.

Google Cloud Next '19: Day 1 Secure Channel

Google Cloud video above scheduled for Apr 9, 2019: "Innovate without sacrificing security. Our Secure channel includes sessions on how to secure applications and resources, plus develop comprehensive security and compliance strategies for your organization. Live sessions run all day starting at 11:10 AM PST, April 9, 2019."

Google Cloud Next '19: Day 1 Next Live Show

Google Cloud video above scheduled for Apr 9, 2019: "Join us at Next, wherever you are. With the Next Live Show channel, you’ll get a guided tour of the Next ’19 experience. Enjoy product demos, session recaps, plus 1:1 interviews with Google Cloud customers, partners, and industry experts."  2nd and 3rd day via YouTube: Google Cloud YouTube Channel.

See also:
  • The cloud demystified: How it works and why it matters--blog.google Apr 8, 2019


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2019-02-12

IBM Think 2019, San Francisco, February 12-15 (video)

Think 2019 Trailer: Come Together and Think

Learn how to put smart to work, witness the evolution of mankind and machine come to life. Immerse yourself in AI, cloud, and other groundbreaking technologies, and see firsthand how IBM clients are using them across all industries.

Domain: ibm.com/events/think/

Watch LIVE and on demand



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2019-01-31

Amazon $AMZN Q4 2018 Earnings LIVE Webcast Jan 31, 5:30pm EST

$AMZN
Q4 2018 Amazon.com, Inc. (NASDAQ: AMZN) Earnings Conference Call Jan 31, 2019 at 5:30 pm EST CLICK HERE FOR WEBCAST

The event will be webcast live, and the audio and associated slides will be available for at least three months thereafter at amazon.com/ir (Amazon Investor Relations).

UPDATE Q4 2018 Earnings Release (pdf) excerpt:
Fourth Quarter 2018: Net sales increased 20% to $72.4 billion in the fourth quarter, compared with $60.5 billion in fourth quarter 2017. Excluding the $801 million unfavorable impact from year-over-year changes in foreign exchange rates throughout the quarter, net sales increased 21% compared with fourth quarter 2017. Operating income increased to $3.8 billion in the fourth quarter, compared with operating income of $2.1 billion in fourth quarter 2017. Net income increased to $3.0 billion in the fourth quarter, or $6.04 per diluted share, compared with net income of $1.9 billion, or $3.75 per diluted share, in fourth quarter 2017. The fourth quarter 2017 included a provisional tax benefit for the impact of the U.S. Tax Cuts and Jobs Act of 2017 of approximately $789 million. 
Full Year 2018: Net sales increased 31% to $232.9 billion, compared with $177.9 billion in 2017. Excluding the $1.3 billion favorable impact from year-over-year changes in foreign exchange rates throughout the year, net sales increased 30% compared with 2017. Operating income increased to $12.4 billion, compared with operating income of $4.1 billion in 2017. Net income increased to $10.1 billion, or $20.14 per diluted share, compared with net income of $3.0 billion, or $6.15 per diluted share, in 2017. “Alexa was very busy during her holiday season. Echo Dot was the best-selling item across all products on Amazon globally, and customers purchased millions more devices from the Echo family compared to last year,” said Jeff Bezos, Amazon founder and CEO. “The number of research scientists working on Alexa has more than doubled in the past year, and the results of the team’s hard work are clear. In 2018, we improved Alexa’s ability to understand requests and answer questions by more than 20% through advances in machine learning, we added billions of facts making Alexa more knowledgeable than ever, developers doubled the number of Alexa skills to over 80,000, and customers spoke to Alexa tens of billions more times in 2018 compared to 2017. We’re energized by and grateful for the response, and you can count on us to keep working hard to bring even more invention to customers.”
  
Amazon.com, Inc., (amazon.com) is a multinational technology company in e-commerce (Amazon), cloud computing (AWS - Amazon Web Services - aws.amazon.com), and artificial intelligence (Alexa - alexa.amazon.com, developer.amazon.com/alexa). Headquarters are in Seattle, Washington.

Amazon Is Doing 'Everything Right,' Wedbush's Pachter Says--Bloomberg.com video published Jan 25, 2019: Michael Pachter, Wedbush Securities managing director, discusses the reasons behind his bullish call on Amazon.com Inc. with Bloomberg's Lisa Abramowicz.


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DISCLAIMER

2018-12-04

Who's The Fairest of Them All: Amazon, Apple, or Microsoft?

Who's The Fairest of Them All? Amazon $AMZN, Apple $AAPL, or Microsoft $MSFT?
$AMZN Dec 3, 2018
$AAPL Dec 3, 2018
$MSFT Dec 3, 2018
Amazon.com, Inc., became the most valuable company (valued by market capitalization) on Wall Street during Monday's (Dec 3) intraday trading, only days after Microsoft Corporation had surpassed long-time leader Apple Inc. However, at the close of trading on Monday, Apple had regained the crown. Click on the graphics or links above for the most recent pricing of shares.

Editor's noteas of midday on Tuesday, Dec 4, 2018, all three companies' shares had declined along with the major stock indexes. Increased volatility, due in part to interest rates, as well as other macroeconomic issues, has impacted market conditions. 

source: statista.com
When you think of Amazon, think "ecommerce" and "cloud" (AWS):
source: statista.com
source: statista.com
Likewise "cloud" (Azure) with Microsoft also:
source: statista.com
Apple (iPhones) may have a growth problem:
source: statista.com

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2018-11-26

AWS re:Invent Conference, Las Vegas, Nov 26-30, LIVE Feed

The seventh annual AWS re:Invent conference. Discover "deeper technical content, more hands-on learning opportunities, keynote announcements ... the best party in technology," November 26 – November 30, 2018, Las Vegas. Agenda here.

Register for the Keynote LIVEstreams: https://reinvent.awsevents.com/learn/livestreams/
  • Monday, Nov. 26  7:30 PM - 9:00 PM PT Monday Night Live -- Peter DeSantis VP, Global Infrastructure and Customer Support, AWS
  • Tuesday, Nov. 27  8:30 AM - 10:30 AM PT Global Partner Keynote Terry Wise VP, Global Alliances and Channels, AWS
  • Wednesday, Nov. 28   8:00 AM - 11:00 AM PT Keynote Andy Jassy CEO, AWS
  • Thursday, Nov. 29   8:30 AM - 10:30 AM PT Keynote Werner Vogels CTO, Amazon.com
Also https://www.twitch.tv/aws: non-stop action with overviews and demos of new products, live Q&A with expert guests, and launch announcements from 12:00 PM – 2:00 PM PT each day. Tune in at twitch.tv/aws. Date and Time & Details:
  • Tuesday, Nov. 27 9:00 AM - 6:30 PM PT AWS Launchpad Day 1
  • Wednesday, Nov. 28 11:00 AM - 6:30 PM PT AWS Launchpad Day 2
  • Thursday, Nov. 29 10:30 AM - 4:00 PM PT AWS Launchpad Day 3
Also AWS on YouTube: https://www.youtube.com/user/AmazonWebServices.
 AWS reInvent 2018 map


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DISCLAIMER

2018-11-24

Tech Review: 1) Apple's Core Problems, 2) High Tech Wars of the Future

graphic "Tech Review" ©2017 DomainMondo.com
Tech Review (TR 2018-11-24)--Domain Mondo's weekly review of tech investing news with commentary, analysis and opinion: Features • 1) Apple's Core Problems,  2) High Tech Wars of the Future, 3) Investing: The Week, Investing Notes,  4) ICYMI Tech News.

1) Tech Share Rout: Apple's Core Problems

The iPhone maker, Apple (apple.com) $AAPL, has been hit as investors worry over sales and US-China tensions. Financial Times (ft.com) video above published Nov 21, 2018.

NASDAQ: AAPL:
 $AAPL

2) High Tech Wars of the Future

U.S. scientists prepare for high-tech wars of the future: the U.S. is investing in robotics and artificial intelligence as it races against China to develop the weapons of the future. The FT.com’s US foreign policy and defense correspondent Katrina Manson visits the US Army Research Lab to meet the scientists working on the latest tech developments. Financial Times (ft.com) video above published Nov 16, 2018.

3) Investing
graphic: "INVESTING"  ©2017 DomainMondo.com
The Week: NASDAQ Composite -4.3% | S&P 500 Index -2.8% | DJIA -4.4%
Headwinds (graphic)  ©2018 DomainMondo.com
Headwinds   ©2018 DomainMondo.com
Investing Notes:
  • Jim Chanos's Kynikos Associates LP buys Vanguard S&P 500, Vanguard Value, iShares S&P Mid-Cap 400 Growth--gurufocus.com
  • EU troubles: Eurozone, Italy, Immigration, and Brexit--Editor's note: why invest in someone else's mess?
  • China: more nations voice concerns over Chinese investment--'here, borrow some money from us'--chinaeconomicreview.com. Editor's note: a/k/a the Chinese "Extortionate Debt Trap."
  • Bitcoin hit its lowest level in more than a year on Monday, falling under $5,000, while the entire cryptocurrency market cap lost about $40 Billion in the prior week--cnbc.com. Editor's note: until such time as Bitcoin, or some other crypto, becomes "legal tender" in a respected jurisdiction (sorry Venezuela doesn't qualify), the entire market is pure speculation subject to multiple scams. The U.S. government (CFTC) treats cryptocurrencies as commodities and the IRS taxes them as "property" Have you reported your crypto holdings and transactions, paid applicable property taxes on your holdings, and applicable income taxes? Oh, and by the way, the U.S. government does not accept any crypto as payment for taxes.

4) ICYMI Tech News:
graphic: "ICYMI Tech News" ©2017 DomainMondo.com
Not All Clouds Are Equal: Key findings of the 2018 ThousandEyes Public Cloud Performance Benchmark Report: "Architectural differences between providers impacts service delivery: AWS (Amazon) sends traffic over the Internet for the majority of the service delivery path, whereas GCP (Google) and Azure (Microsoft) do not, instead using their own backbone networks. Increased exposure to the Internet means there is greater operational risk and impact on performance predictability ..." Learn more: Download the 2018 ThousandEyes Public Cloud Performance Benchmark Report; also Register for the webinar, "Cloud Wars: Performance Benchmarking AWS, GCP and Azure," taking place December 6, 2018 at 10:00 AM PST.

Apple CEO Tim Cook: new regulations on the tech industry ‘inevitable’--"Generally speaking, I am not a big fan of regulation," Cook told Axios on HBO. "I'm a big believer in the free market, but we have to admit when the free market is not working. And it hasn't worked here." See also Washington pummels Facebook: ‘Big tech can no longer be trusted’--recode.net.

US-based Kroger and UK-based Ocado to build first robotic warehouse in Cincinnati in a joint effort to dominate the U.S. grocery delivery business--reuters.com.

US tops world in internet development, with China in second place, said China's Academy of Cyberspace Studies, an institute affiliated with the Cyberspace Administration of China, in its second annual World Internet Development Report. According to the report, the US leads in innovation, industry development and security. Also four U.S. companiesTesla, Amazon, Microsoft and Qualcomm, were the only non-Chinese companies receiving special mentions at China's recent World Internet Conference 2018 in Wuzhen, along with eleven Chinese companies--scmp.com.  

-- John Poole, Editor, Domain Mondo  

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DISCLAIMER

2018-10-25

Amazon $AMZN Q3 2018 Earnings LIVE Webcast Oct 25, 5:30pm EDT

source: statista.com
Amazon.com, Inc.
$AMZN
Amazon.com, Inc. Q3 2018 Earnings LIVE Webcast October 25, 2018, 5:30 p.m. EDT. The audio and associated slides will be available for at least three months thereafter at ir.aboutamazon.com.

Amazon -5% on Q3 revenue miss; AWS +46% Y/Y--SeekingAlpha.com.

See  also "Amazon's Focus On High Standards - Does It Matter For Investors?"--seekingalpha.com:

It's easy to take for granted how unconventional Jeff Bezos is, but his approach to Amazon's business is worth a closer look. We do a close read of the 2017 shareholder letter he published this April to see if we can better understand the company as a business and as an investment. This also is a prequel for our miniseries on Amazon to come this November. As might be expected, there's a lot to discuss.
Topics covered:
3:00 – Setting the scene – Amazon’s 4-part shareholder letter
5:00 – The intro and the key performance indicators – the unique focus of Amazon’s letter
10:00 – The letter as sign of Bezos’s triumph, and as the changing context of the Amazon story
14:00 – Customer divinity and Amazon’s high standards – investment edge?
20:30 – The meta narrative and the six steps ahead thesis
24:00 – Tackling the quality vs. value narrative again and trying to translate this into the investment case
32:15 – The perfect handstand bit and the value of handstand philosophy
40:30 – Picking apart the 6-page memo process
47:30 - Amazon’s recent milestones, and there are many of ‘em – the all-binding importance of revenue
57:45 – Riding the Treasure Truck
1:01:45 – Singing Internationale about Amazon’s human resources policies, and the Bezosian meta-narrative
1:07:45 – What does all this tell us about Amazon as an investment?
1:11:30 – 2017 vs. 1997 letter


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DISCLAIMER

2018-09-24

The New Microsoft $MSFT, Microsoft Ignite, Orlando, LIVE Sep 24-28

Developing for the Cloud | Microsoft Ignite 2018

Microsoft's Jeff Sanquist, general manager who leads developer relations: “My team is laser-focused on changing the relationship with technical audiences around the world.”

Azure Compute:
Microsoft Ignite - Azure Compute
Microsoft Ignite, September 24–28, 2018, Orlando, Florida
Microsoft Ignite has sold out. Watch the keynotes and sessions LIVE--join the live stream starting September 24 here.

Agenda - Sessions - Speakers

Domains: ignite.microsoft.com  |  azure.microsoft.com
Microsoft Corporation
NASDAQ: MSFT
$MSFT
#MSIgnite


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DISCLAIMER

2018-07-18

IBM $IBM Q2 2018 Earnings LIVE Webcast, July 18, 5pm EDT

$IBM
The International Business Machines Corporation (IBM) is an American multinational technology company, founded in 1911, headquartered in Armonk, New York (US), with operations in over 170 countries.

About IBM:
  • IBM received a record-breaking 9,043 U.S patents in 2017, including 1,400+ artificial intelligence and 1,900+ cloud technology patents.
  • 50% of the world's telecommunications IT infrastructure is managed by IBM Services.
  • 87% of all credit card transactions and almost $8 trillion in payments are supported by IBM Z systems.
  • Business focus: cloud computing, AI, software and services.
  • $6.28 annualized payout has 18 years of dividend growth and a dividend yield of 4.52%. Valuation is "dirt cheap," and the dividend yield is at a 24-year high.--SeekingAlpha.com
IBM is the preferred IT provider for:
  • 92 of the world's largest 100 banks
  • 10 out of 10 of the world's largest insurers
  • 8 out of 10 of the world's largest airlines
  • 9 of the world's largest retailers
Principal domain: IBM.com.  Stock exchange: symbol || NYSE: IBM

Q2 2018 Earnings | ibm.com/investor/  Date/time: 18 July 2018,  5pm  EDT

Q2 2018 highlights:

2Q18 press release (pdf, 88 KB) and 2Q18 charts (pdf, 263 KB) (embed below)

source: Statista.com
source: Statista.com


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DISCLAIMER

2018-03-29

Cloudera $CLDR Cloud Technology "Could Lead To Explosive Growth"

Cloudera, Inc.
Domain: cloudera.com
Stock exchange: symbol NYSE: CLDR
 CLDR

See: Cloudera: Cloud Technology Could Lead To Explosive Growth - Cloudera, Inc. (NYSE:CLDR) | SeekingAlpha.com: "CLDR now has more than 50 large enterprise customers with annual recurring revenue in excess of $1 million, collectively contributing to roughly half of the company's subscription software revenue."



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2018-03-04

News Review | Privacy & Cyber Sovereignty: US vs. Microsoft (video)

graphic "News Review" ©2016 DomainMondo.com
Domain Mondo's weekly internet domain news review (NR 2018-03-04) with analysis and opinion: Features •  1) Privacy & Cyber Sovereignty: US vs. Microsoft, 2) ICANN news: a. ICANN61, b. GDPR & WHOIS Proposed Interim Model, and more, 3) Names, Domains & Trademarks: It's Not ALL About The Money, and more, 4) ICYMI Internet Domain News, 5) Most Read.

1) Privacy & Extraterritorial Cyber Sovereignty: Supreme Court Hears U.S. vs. Microsoft 

Bloomberg.com video above published Feb 27, 2018: Christopher Calabrese, Center for Democracy and Technology (domain: cdt.org) VP of policy, and Bloomberg's Dina Bass discuss the Supreme Court hearing a case centering on how a decades-old law, Stored Communications Act of 1986, applies to data on the cloud. They speak with Bloomberg's Emily Chang on Bloomberg Technology.

UPDATE: Amicus Brief filed by Brennan Center, ACLU, EFF, et al

United States vs. Microsoft is a case now pending in the U.S. Supreme Court involving the U.S. government's extraterritoriality law enforcement in seeking electronic data under the 1986 Stored Communications Act. The issue has been framed and litigated in the light of modern computing and internet technologies such as data centers and cloud storage. Microsoft challenged a warrant by law enforcement in 2013, to turn over email of a target account that was stored in Ireland, arguing that the warrant issued under Section 2703 of the Stored Communications Act could not compel American companies to produce data stored in servers outside the United States. Initially Microsoft lost in the District Court, the judge stating that the nature of the Stored Communication Act warrant, as passed in 1986, was not subject to territorial limitations. Microsoft appealed to the United States Court of Appeals for the Second Circuit, which reversed in favor of Microsoft and invalidated the warrant in 2016. The United States Department of Justice appealed to the Supreme Court, which agreed to hear the case in October 2017. Carpenter v. United States is another Supreme Court case (2017–2018 term) on the Stored Communication Act, dealing with privacy of mobile phone communications.

Issues: Internet, Privacy, Cyber Sovereignty, Cyber Security, Extraterritoriality, Extraterritorial Jurisdiction, and Jurisdiction--see also on Domain Mondo:

2) ICANN news
graphic "ICANN | Internet Corporation for Assigned Names and Numbers"
a. ICANN61 | San Juan
ICANN61 | San Juan kicks off in San Juan, Puerto Rico, next Friday with CCWG-Accountability WS2 Session 8:30 - 17:00, Fri, Mar 9, 2018. Saturday's (March 10) schedule here (including remote participation). More info here. Next week's News Review will have additional info and links.

See also: ICANN61 GNSO Remote Participation Details Open and Public Meetings.

Pre-ICANN61 Policy Report | ICANN.org 26 February 2018: (embed below):

See also GNSO Policy Briefing ICANN61 Edition (pdf)

See also on Domain Mondo:

b. GDPR & WHOIS:
Data Protection/Privacy Update: Seeking Input on Proposed Interim Model for GDPR Compliance | ICANN.org 28 Feb 2018: "We're now much closer to settling on a final interim model to use until the community adopts new policies to guide our work."--Göran Marby, ICANN President and CEO. See Proposed Interim Model for GDPR Compliance-- Summary Description (pdf) (The “Calzone Model”, 28 February 2018) Prepared by: ICANN Org--a high-level summary of the proposed interim model, including a proposal for an accreditation program for continued access to full Thick WHOIS data for accredited users/entities [accreditation program to be developed in consultation with the GAC]. The legal justification for collection and use of the WHOIS data included in the interim model is not included in this summary document, but will be based on legitimate interests of the controllers or third parties, and will be detailed in an analysis accompanying the final model.--excerpt below:
See also: a comparison [XLSX, 21 KB] of ICANN organization and community-proposed models based on various elements of registration data against the proposed interim model.
  • Chair's Blog: A Preview of the Puerto Rico [ICANN] Board Workshop | ICANN.org: "... On the morning of Sunday, 11 March, I will lead a discussion on planning for Workstream 2 implementation, followed by a lengthy session on the European Union’s General Data Protection Regulation (GDPR), led by Becky Burr and Göran Marby. We will be focusing on the emerging recommended interim model and next steps for ensuring compliance and implementation. We will also be holding a session, led by Chris Disspain, where we will discuss the implications for the ongoing policy work related to WHOIS in light of the latest updates on GDPR ..."
  • More info: Data Protection/Privacy Issues | ICANN.org.

c. Decline in new gTLDs' domain name registrations continues into 2018 for second straight month (source: ntldstats.com):
The net loss in new gTLD domain name registrations in just 2018 is now more than one million registrations through February 2018. More info here and here (under 3) Names, Domains & Trademarks)..

d. ICANN Root Server System Advisory Committee: RSSAC2 Review: Assessment Report Published | ICANN.orgReport (pdf) - Executive Summary (pdf) excerpts:
  • The RSSAC’s ability to serve as a shared space for RSO–ICANN communication and cooperation is complicated by a persistent legacy of distrust of ICANN by some of its members.
  • Because RSSAC members do not agree on who its stakeholders should be, it is not clear for what and to whom it should be accountable.
  • The relative roles and responsibilities of the RSSAC, the RSSAC Caucus, the RZERC, and the SSAC are unclear to both outsiders and insiders.

e. ICANN Security and Stability Advisory Committee (SSAC) 27 February 2018: SSAC Operational Procedures Version 5.1 (pdf).

3) Names, Domains & Trademarks
graphic "Names, Domains & Trademarks" ©2017 DomainMondo.com
a. Domain Names: It's Not ALL About The Money--Forbes.com reports WNYC, a public radio station in New York, is using donations to acquire the Gothamist.com domain name and its archives and social media assets, shut down by billionaire owner Joe Ricketts, who had indicated the website, and companion website DNAInfo.com, never made any money. Similarly, two other public radio stations, KPCC in Los Angeles and WAMU in Washington, will respectively acquire LAist.com and DCist.com.

b. GoDaddy tones down its 'sexy' (or sexist) side to target Aussie businesses | afr.com

c. What's in a name? Approximately everything | heraldtribune.com

d. GoDaddy (NYSE:GDDY) announced a public offering of 16,916,000 shares of common stock by certain shareholders. GoDaddy will not receive proceeds from the sale.

4) ICYMI Internet Domain News 
graphic "ICYMI Internet Domain News" ©2017 DomainMondo.com
a. Google search algorithms are not impartial. They can be biased, just like their designers | nbcnews.com"Search patterns matter because sites like Google are becoming increasingly powerful arbiters of public information." See also: Bias already exists in search engine results, and it’s only going to get worse | MIT TechnologyReview.com"artificial intelligence might make things worse."

b. Google Says It's Received 2.4 Million Takedown Requests Under EU's 'Right to Be Forgotten' Laws gizmodo.com: (and complied with 43% of them).

c. Apple & China: To comply with local laws, Apple will store keys to Chinese users' iCloud accounts in China, giving Chinese authorities easy access to users' data--Apple moves to store iCloud keys in China, raising human rights fears | Reuters.com.

d. Cyberspace has always been about more than just freedom | rstreet.org

e. In the making: The largest internet filter Europe has ever seen | EDRi.org

f. China’s web censors go into overdrive as President Xi Jinping consolidates power | TechCrunch.com

g. Russiaphobia Gone Wild: Facebook says finds no new evidence Russia interfered in Brexit referendum | Reuters.com. Also note "Many news reports blaming Russian Twitter bots, some of which are not Russian and others not bots, are based on a single source and are likely overblown."-- Stop Blaming Russian Bots For Everything | buzzfeed.com.

5) Most read post this past week:
graphic "Domain Mondo" ©2017 DomainMondo.com

-- John Poole, Editor, Domain Mondo 

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