Showing posts with label cloud computing. Show all posts
Showing posts with label cloud computing. Show all posts

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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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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2018-11-21

Dropbox CEO Drew Houston and the Evolution of a Tech Entrepreneur

Drew Houston: Dropbox and the Evolution of a Tech Entrepreneur

Goldman Sachs video above published Nov 12, 2018: In this episode of Talks at GS, filmed at Goldman Sachs’ Builders + Innovators Summit, Dropbox (dropbox.com) co-founder and CEO Drew Houston discusses what he has learned as he continues to grow the cloud computing company into one of the biggest disruptors in Silicon Valley.
NASDAQ: DBX
$DBX
 

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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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2018-08-23

Alibaba $BABA Q2 2018 Earnings, LIVE Webcast August 23, 7:30am EDT

$BABA
Alibaba Group (NYSE: BABA) June Quarter 2018 Results
August 23, 2018 Conference Call: 7:30 a.m. U.S. EDT (details below) LIVE Webcast here (replay).
Investor Relations: https://www.alibabagroup.com/en/ir/home

(Q1 FY19) June Quarter 2018 Results: Press Release (pdf, excerpts below) and Presentation (pdf).
"Revenue was RMB80,920 million (US$12,229 million), an increase of 61% year-over-year.  
"Mobile MAUs on our China retail marketplaces reached 634 million in June 2018, an increase of 17 million over March 2018. 
"Income from operations was RMB8,020 million (US$1,212 million), a decrease of 54% year-over-year due to a one-time increase in share-based compensation expense related to Ant Financial’s awards to our employees, which was the result of a significant increase in the valuation of Ant Financial in its most recent round of equity fundraising (see “Costs and Expenses – Shares-based Compensation Expense” and “Business and Strategic Updates—Updates on Ant Financial” below). Excluding Ant Financial-related share-based compensation expense, our income from operations would have increased by 9%. "
Alibaba Group Holding Limited (NYSE: BABA) had previously announced it would report its unaudited financial results for the quarter ended June 30, 2018 before the U.S. market opens on Thursday, August 23, 2018, and would hold a conference call to discuss the financial results at 7:30 a.m. U.S. EDT (7:30 p.m. Hong Kong Time) the same day.

LIVE webcast of the earnings conference call can be accessed at https://www.alibabagroup.com/en/ir/earnings. An archived webcast will be available through the same link following the call. A replay of the conference call will be available for one week (dial-in number: +61 2 8199 0299; conference ID: 5096826).

Details of the conference call via phone are as follows:
International: +65 6713 5090
U.S.: +1 845 675 0437
U.K.: +44 203 621 4779
Hong Kong: +852 3018 6771
Conference ID: 5096826

Alibaba Group Holding Limited (Chinese: 阿里巴巴集团控股有限公司; pinyin: Ālǐbābā Jítuán Kònggǔ Yǒuxiàn Gōngsī) is a Chinese multinational e-commerce, retail, internet, AI and technology conglomerate founded in 1999 that provides consumer-to-consumer, business-to-consumer and business-to-business sales and services via web portals, as well as electronic payment services, shopping search engines, and cloud computing services. See also: Starbucks and Alibaba Group Form Strategic Partnership to Transform the Customer Experience in the Coffee Industry in China.


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2018-07-26

Amazon $AMZN Q2 2018 Earnings LIVE Webcast July 26, 5:30pm EDT

Q2 2018 Amazon.com, Inc. Earnings Conference Call
Thursday, July 26, 2018, 5:30 p.m. EDT
Webcast Presentation: Click here for webcast
NASDAQ: AMZN
$AMZN
Q2 2018 earnings release excerpts: "Second Quarter Sales up 39% to $52.9 Billion--Operating cash flow increased 22% to $21.8 billion for the trailing twelve months, compared with $17.8 billion for the trailing twelve months ended June 30, 2017. Free cash flow increased to $10.4 billion for the trailing twelve months, compared with $9.6 billion for the trailing twelve months ended June 30, 2017. Free cash flow less lease principal repayments decreased to $4.1 billion for the trailing twelve months, compared with $5.4 billion for the trailing twelve months ended June 30, 2017. Free cash flow less finance lease principal repayments and assets acquired under capital leases decreased to $546 million for the trailing twelve months, compared with $1.4 billion for the trailing twelve months ended June 30, 2017. Common shares outstanding plus shares underlying stock-based awards totaled 506 million on June 30, 2018, compared with 502 million one year ago. Net sales increased 39% to $52.9 billion in the second quarter, compared with $38.0 billion in second quarter 2017. Excluding the $760 million favorable impact from year-over-year changes in foreign exchange rates throughout the quarter, net sales increased 37% compared with second quarter 2017.Operating income increased to $3.0 billion in the second quarter, compared with operating income of $628 million in second quarter 2017. Net income increased to $2.5 billion in the second quarter, or $5.07 per diluted share, compared with net income of $197 million, or $0.40 per diluted share, in second quarter 2017. “We want customers to be able to use Alexa wherever they are,” said Jeff Bezos, Amazon founder and CEO. “There are now tens of thousands of developers across more than 150 countries building new devices using the Alexa Voice Service, and the number of Alexa-enabled devices has more than tripled in the past year. Our partners are creating a wide variety of new Alexa-enabled devices and experiences, including soundbars from Polk and Sonos; headphones from Jabra; smart home devices from ecobee and First Alert; Windows 10 PCs from Acer, HP, and Lenovo; and cars from automakers including BMW, Ford, and Toyota.”

See also: Amazon Earnings Just Proved It's the Most Prolific FANG Stock--thestreet.com: "The e-commerce retailer and cloud services provider smashed Wall Street profit forecasts for the second quarter, posting $5.02 a share vs. estimates for $2.49 a share. Amazon hit all the key notes for the bulls who have sent shares up 50% year to date."
source: Statista.com
source: Statista.com


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2018-05-23

Amazon AWS & ConsenSys New Blockchain Partnership Kaleido (video)

Amazon Moves Into New Blockchain Partnership

CNBC.com video above published May 15, 2018: Amazon's cloud computing arm, Amazon Web Services (AWS) is looking to make it easier for customers to use blockchain with a new partnership with ConsenSys to provide a service called Kaleido, that radically simplifies the creation and operation of private blockchain networks.

AWS Marketplace: Kaleido Blockchain Platform | aws.amazon.com: "Kaleido, a ConsenSys solution, is an all-in-one enterprise SaaS platform that radically simplifies deployment and operation of secure private chains. Beyond scripts and templates, Kaleido is designed to accelerate the consortium's entire journey from experimentation and PoC to pilots and production."

Press release: ConsenSys Unveils Kaleido in Collaboration with Amazon Web Services to Simplify Enterprise | prnewswire.com: "Kaleido is the first Software-as-a-Service featuring popular Ethereum packages Geth and Quorum, and is offered in collaboration with Amazon Web Services (AWS). Additional first-of-a-kind capabilities include linking between private networks and the public Ethereum mainnet, integrated analytics, and support for multiple protocol options and consensus mechanisms. The platform runs on AWS and provides clients the ability to seamlessly connect to other popular AWS services, reducing the cost of real-world projects that often require complex integrations."

ConsenSys + Ethereum

ConsenSysMedia video above published Jan 18, 2018: ConsenSys is working to build a decentralized future on the Ethereum Blockchain.
ConsenSys: Blockchain studio building decentralized applications on Ethereum
Founder: Joe Lubin
Headquarters: Brooklyn, New York City, U.S.
Domain: consensys.net


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2018-05-04

Alibaba $BABA FY18 Financial Results, LIVE Webcast May 4, 7:30am EDT

Alibaba's Joe Tsai: We're Looking Long-Term, Beyond 'Trade War Blip'

CNBC.com video above published April 30, 2018: Joe Tsai, Alibaba executive vice chairman, speaks to CNBC's David Faber at the Milken Conference about the business effects of U.S.-China trade war rhetoric.

$BABA
Alibaba Group Holding Limited
Stock Exchange: Symbol  |  NYSE: BABA
Domain: alibabagroup.com

UPDATE: $BABA March Quarter 2018 and Full Fiscal Year 2018 Results: Press Release
“Fiscal 2018 culminated with a quarter we are very proud of. Full year revenue grew 58%, core commerce revenue grew 60%, with profit growth of over 40% and annual free cash flow of US$15.8 billion,” said Maggie Wu, Chief Financial Officer of Alibaba Group. “Looking ahead to fiscal 2019, we expect overall revenue growth above 60%, reflecting our confidence in our core business as well as positive momentum in new businesses. We expect our new growth initiatives will drive long-term, sustainable value for our customers and partners and increase our total addressable market.”
Webcast replay available here.

Presentation (pdf) embed below:

Original Post
Release of unaudited financial results for the quarter and fiscal year ended March 31, 2018 before the U.S. market opens on Friday, May 4, 2018, via the Alibaba Group’s Investor Relations website at http://www.alibabagroup.com/en/ir/home (earnings release and accompanying slides) prior to the LIVE webcast and conference call (see below) that same day.

LIVE webcast [http://www.alibabagroup.com/en/ir/earnings] and conference call to discuss the financial results at 7:30 a.m. U.S. EDT (7:30 p.m. Hong Kong Time) May 4, 2018.

Details of the conference call are as follows:
  International: +65 6713 5090
  U.S.: +1 845 675 0437
  U.K.: +44 203 621 4779
  Hong Kong: +852 3018 6771
  Conference ID: 6887267

An archived webcast will be available through the same link above following the call. A replay of the conference call will be available for one week (dial-in number: +61 2 8199 0299; conference ID: 6887267).

See also: Jack Ma's Free Spending Ways Are Spooking Alibaba's Investors | Bloomberg.com"That applies equally to Tencent, which has lost more than $100 billion of market value since its Jan. 23 apex."

Alibaba Group Holding Limited is a Chinese multinational e-commerce, retail, internet, AI and technology conglomerate founded in 1999 that provides consumer-to-consumer, business-to-consumer and business-to-business sales services via web portals, as well as electronic payment services, shopping search engines and cloud computing services. It owns and operates a diverse array of businesses around the world in numerous sectors.

Alibaba was founded April 4, 1999, at Hangzhou, China, founders include Jack Ma.
  • CEO: Daniel Zhang (May 10, 2015–)
  • Headquarters: Hangzhou, China
  • Subsidiaries
About Alibaba Group (source: alibabagroup.com)
"Alibaba Group’s mission is to make it easy to do business anywhere. The company aims to build the future infrastructure of commerce. It envisions that its customers will meet, work and live at Alibaba, and that it will be a company that lasts at least 102 years."


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2018-04-20

Amazon $AMZN Annual Report, Jeff Bezos Letter to Amazon Shareholders

Amazon.com, Inc., a global e-commerce and cloud computing corporation headquartered in Seattle, Washington, founded by Jeff Bezos on July 5, 1994.
 $AMZN
Stock exchange: symbol | NASDAQ: AMZN close 19 Apr 2018: 1,556.91 USD  UP $29.07 +1.90%
Market capitalization $753.71 Billion.
Amazon - Investor Relations - 2018 Annual Meeting of Shareholders:
May 30, 2018  9:00 a.m. – 10:00 a.m. PDT
Fremont Studios, 155 N 35th St.,  Seattle, WA 98103
More information, including how "to attend the meeting in person" at link above.

Amazon  Investor Relations Q1 2018 results webcast:
Q1 2018 Amazon.com, Inc. Earnings Conference Call
Thursday, April 26, 2018 2:30 p.m. PDT / 5:30 p.m. EDT
Webcast Presentation--Click here for webcast
Slides:

Amazon - Investor Relations - Press Release 26 Apr 2018: "Amazon.com Announces First Quarter Sales up 43% to $51.0 Billion ... financial results for its first quarter ended March 31, 2018. Operating cash flow increased 4% to $18.2 billion for the trailing twelve months, compared with $17.5 billion for the trailing twelve months ended March 31, 2017. Free cash flow decreased to $7.3 billion for the trailing twelve months, compared with $10.1 billion for the trailing twelve months ended March 31, 2017. Free cash flow less lease principal repayments decreased to $1.1 billion for the trailing twelve months, compared with $6.1 billion for the trailing twelve months ended March 31, 2017. Free cash flow less finance lease principal repayments and assets acquired under capital leases decreased to an outflow of $3.0 billion for the trailing twelve months, compared with an inflow of $3.3 billion for the trailing twelve months ended March 31, 2017. Common shares outstanding plus shares underlying stock-based awards totaled 504 million on March 31, 2018, compared with 497 million one year ago. Net sales increased 43% to $51.0 billion in the first quarter, compared with $35.7 billion in first quarter 2017. Excluding the $1.6 billion favorable impact from year-over-year changes in foreign exchange rates throughout the quarter, net sales increased 39% compared with first quarter 2017. Operating income increased 92% to $1.9 billion in the first quarter, compared with operating income of $1.0 billion in first quarter 2017. Net income was $1.6 billion in the first quarter, or $3.27 per diluted share, compared with net income of $724 million, or $1.48 per diluted share, in first quarter 2017. “AWS had the unusual advantage of a seven-year head start before facing like-minded competition, and the team has never slowed down,” said Jeff Bezos, Amazon founder and CEO. “As a result, the AWS services are by far the most evolved and most functionality-rich. AWS lets developers do more and be nimbler, and it continues to get even better every day. That’s why you’re seeing this remarkable acceleration in AWS growth, now for two quarters in a row. A huge thank you to all our AWS customers, and you can be sure we’ll keep working hard for you.”..."--Read more at link above, full embed of Amazon.com Inc. financial results for Q1 2018 embed below:

2017 Annual Report (includes Letter from Jeff Bezos* to Amazon Shareholders) (pdf) (embed below); *published annually since 1997, the 'Bezos letter' is considered a must-read for many, including analysts, investors, executives, and entrepreneurs. Annual Report also includes annual SEC form 10-K.

*Jeffrey P. Bezos has been Chairman of the Board of Amazon.com since founding it in 1994 and Chief Executive Officer since May 1996. Bezos served as President of the Company from founding until June 1999 and again from October 2000 to the present.

In his letter to Amazon shareholders below, Bezos notes Amazon Prime now has over 100 million members worldwide, adding more Prime members in 2017 than any prior year, and shipping over five billion items via the paid membership service worldwide. Bezos also reports the most sales of Amazon devices last year, including "tens of millions" Echo devices. Bezos also writes that "technical work" is under way to bring Prime member benefits to Whole Foods.


Infographic: Amazon Dominates Online Shopping in the U.S. | Statista Charts (above and below) source: Statista.com
Infographic: Amazon's Impressive Long-Term Growth | Statista
Infographic: Smart Speaker Adoption Continues to Climb | Statista Smart Speakers: Amazon vs Apple vs Google
Infographic: The Richest People on the Planet | Statista

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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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2018-02-28

Salesforce.com, Inc. $CRM Q4 FY18 Results, LIVE Webcast Replay

Salesforce Projects Revenue That Tops Estimates

Bloomberg Technology video published Feb 28, 2018: Bloomberg's Cory Johnson discusses Salesforce's earnings on "Bloomberg Technology."

Salesforce.com, Inc. (NYSE: CRM):
UPDATE: NYSE: CRM Feb 28, 5:35 PM EST 116.25USD Price decrease -0.22 (0.19%)
After-hours: 118.10 Price increase +1.59%

Salesforce.com, Inc. - Investor Relations--Salesforce's Fourth Quarter and Full Year Fiscal 2018 Results--Salesforce Announces Record Fourth Quarter and Full Year Fiscal 2018 Results Feb 28, 2018, Highlights:
Raises FY19 Revenue Guidance by $150 Million to $12.60 Billion to $12.65 Billion
- Fourth Quarter Revenue of $2.85 Billion, up 24% Year-Over-Year, 21% in Constant Currency
- Full Year Revenue of $10.48 Billion, up 25% Year-Over-Year, 24% in Constant Currency
- Deferred Revenue of $7.09 Billion, up 28% Year-Over-Year, 25% in Constant Currency
- Unbilled Deferred Revenue of Approximately $13.3 Billion, up 48% Year-Over-Year
- Fourth Quarter Operating Cash Flow of $1.05 Billion, up 49% Year-Over-Year
- Full Year Operating Cash Flow of $2.74 Billion, up 27% Year-Over-Year

LIVE Webcast Replay Feb 28, 2018 5:00 PM ET

For those who prefer to dial-in:
Domestic 866-901-SFDC (7332)
International 706-902-1764
Passcode: 9190744

Replay available until March 30, 2018:
(855) 859-2056 or (404) 537-3406
Passcode: 9190744"


Salesforce.com (NYSE:CRM) Q4 EPS of $0.35 beats by $0.01. Revenue of $2.85B (+24.5% Y/Y) beats by $40M--more at SeekingAlpha.com.

Salesforce.com Reports Earnings On Wednesday Above The Cloud With An Elevated P/E Ratio - Salesforce.com, Inc. (NYSE:CRM) | SeekingAlpha.com"Fundamentally, the P/E ratio is elevated with the 2017 actual of 434.62 according to Nasdaq.com. Technically, Salesforce is a pure momentum stock. It’s above a ‘golden cross’ on its daily chart and is overbought on its weekly chart."
Digital Transformation Drives Future Revenue Growth: The Isobar Digital Strength Index - Salesforce Blog | salesforce.com: "In short, companies that invest more in digital transformation actually outperform their peers over time. Those companies are more prepared for disruption, better able to monetize new digital channels, and build a bigger user base. This phenomenon exists regardless of industry. Interestingly, it tends to be somewhat stronger in laggard industries."

See also on Domain Mondo: News Review | ICANN WHOIS & EU GDPR: Points of View (Salesforce video).

What is a CRM?

Salesforce video above published Aug 14, 2017: This is a simple definition of CRM: Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.

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2017-11-27

Amazon Web Services AWS re:Invent 2017, Nov 27-Dec 1, Las Vegas

AWS re:Invent 2017

re:Invent 2017 in Las Vegas, NV from November 27 to December 1, 2017. More info: https://reinvent.awsevents.com/ and https://reinvent.awsevents.com/agenda/

See also: AWS Free Tier | aws.amazon.com.

Livestream Agenda (register here)--Date and Time Details:
  • Tuesday, Nov. 28, 8:00 PM – 9:30 PM PT Tuesday Night Live with Peter DeSantis, VP, AWS Global Infrastructure
  • Wednesday, Nov. 29, 8:00 AM – 10:30 AM PT Keynote with Andy Jassy, CEO, Amazon Web Services
  • Thursday, Nov. 30, 8:30 AM – 10:30 AM PT Keynote with Werner Vogels, Chief Technology Officer, Amazon.com


Amazon Web Services Just Made Its Biggest Pricing Change In Years | CNBC video

CNBC.com video above published Sep 19, 2017: The move comes four years after Google outdid AWS with per-minute pricing.


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2017-08-25

Salesforce $CRM FY18 Q2 Results, Highlights Video, Webcast Replay

Salesforce FY18 Q2 Highlights:

Video above published Aug 22, 2017: "Thank you to the entire Salesforce Ohana for an exciting Q2! We've been on an unimaginable adventure for 18 years. None of this is possible without our customers, our partners, our employees and all of our stakeholders. Together we are Salesforce. Check out all the highlights from Q2 and discover more at www.salesforce.com."

 $CRM

salesforce.com, inc. (NYSE: CRM) (domain: salesforce.com) is an American cloud computing and applications provider company headquartered in San Francisco, California. Marc Benioff is CEO (since Nov 2001). Subsidiaries: Pardot, Heroku, Salesforce Marketing Cloud, MORE.

Press release Aug 22, 2017:
- Raises FY18 Revenue Guidance by $100 Million to $10.35 Billion to $10.40 Billion, up 23% to 24% Year-Over-Year
- Second Quarter Revenue of $2.56 Billion, up 26% Year-Over-Year, 25% in Constant Currency
- Second Quarter Operating Cash Flow of $331 Million, up 32% Year-Over-Year
- Deferred Revenue of $4.82 Billion, up 26% Year-Over-Year, 25% in Constant Currency
- Unbilled Deferred Revenue of Approximately $10.4 Billion, up 30% Year-Over-Year

Transcript (pdf); Webcast replay.

Quarterly summary deck embed below:


See also: salesforce.com/products/platform/products/identity/

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2017-06-06

Amazon $AMZN Stays Above $1000, Jeff Bezos Soon World's Richest?

 $AMZN

Shares of Amazon.com Inc. closed Monday, June 5, 2017, above $1000 (chart above). Amazon shares need to reach about $1042 for Amazon founder, Chairman and CEO Jeff Bezos to pass Bill Gates as the "World's Richest Man" according to CNBC.com.

All-time highs reached during Monday trading:
  • Facebook--$FB $154.71
  • Netflix--$NFLX $165.50
  • Tesla--$TSLA $348.44
  • Amazon--$AMZN $1,013.21
  • Alphabet (Google)--$GOOGL $1,007.40
Why Investors Are Excited About Amazon

Video above published May 30, 2017: Amazon.com Inc.’s shares rose briefly just above $1,000 for the first time on May 30th, marking a new milestone for a company wooing investors by dominating online commerce and cloud computing. Bloomberg's Spencer Soper reports on "Bloomberg Technology."
  • Stock exchange: symbol  |  NASDAQ: AMZN
  • Principal Domain: Amazon.com
Dissecting Amazon's 1st-Qtr Earnings and Global Strategy

Apr 27, 2017: James McQuivey, Forrester Research's principal analyst, and Bloomberg Intelligence's Jitendra Waral dissect Amazon.com Inc.'s earnings report and international strategy. They speak with Bloomberg's Caroline Hyde on "Bloomberg Technology."

See also: 

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2017-01-28

TechReview: YouTube Will Drive Alphabet $GOOG Revenues & Profits

Domain Mondo's weekly review of technology news:

Feature •  YouTube will drive Alphabet $GOOG $GOOGL revenues and profits over the "next 2 to 3 years" says AdParlor CEO Ben Legg:

How YouTube Can Drive Alphabet’s Profits:

 AdParlor.com CEO Ben Legg breaks down Alphabet’s results and the importance of YouTube to Google in the TV advertising market. He speaks with Caroline Hyde on “Bloomberg Technology.” on January 26, 2017. Also discussed: Facebook and Twitter. See also Alphabet $GOOG $GOOGL Q4 2016, LIVE Webcast Jan 26, 4:30pm ET.

Other Tech News:

•  Middle-Aged Americans More Addicted to Social Media Than Millennials: "Despite the popular belief that millennials are the generation most addicted to their phones, a recent report from Nielsen, the media information and analysis company, found that it is, in fact, Generation X that lavishes the most time on social media pages ... 35- to 49-year-olds averaged six hours and 58 minutes. Millennials, defined by the study as those aged 18 to 34, spent 39 fewer minutes per week. (People 50 and over, boomers and above, spent just four hours a week or so e-socializing.)"--Bloomberg.com

•  Tidal/Sprint | Lefsetz.com: "First and foremost, he [Jay Z] doesn’t know the first rule of the internet, which is one company ends up with seventy percent of the market. There’s no room for Tidal, Spotify’s already gobbled up the market share ... Peter Thiel wrote that you go into a business where no one else is. That’s how you make your money."

•  Facebook, Snapchat Deals Produce Meager Results for News Media"Newspapers and other media outlets are struggling to make money from their partnerships with tech giants like Facebook and Snapchat, raising concerns over their business models in a news landscape increasingly dominated by social media platforms."--Bloomberg.com

•  Cloud Computing Spins Out Of Control (But Maybe That's Not Such A Bad Thing) | forbes.com"The ubiquitous access to technology resources and services provided through cloud is providing almost unlimited opportunities for innovation at every level of organizations."

•  FY17 Q2 Microsoft | microsoft.com: Microsoft reported Surface revenue down 2% YoY to $1.32B as Azure revenue increased 93% and Phone revenue declined 81%. Revenue was $24.1 billion GAAP, and $26.1 billion non-GAAP. Operating income was $6.2 billion GAAP, and $8.2 billion non-GAAP.  Net income was $5.2 billion GAAP, and $6.5 billion non-GAAP. See also Microsoft's market value tops $500 billion again after 17 years | Reuters.com and The biggest barrier to Windows 10 success is still Windows 7 | ZDNet.com"The fate of Windows 10 lies in the hands of users that are still deeply in love with Windows 7."

•  Q4 2016 earnings this past week on DomainMondo.com: Alibaba $BABA, Qualcomm $QCOM, Alphabet (Google) $GOOG, $GOOGL.

•  Earnings releases this coming week on Domain Mondo: Apple $AAPL (Jan 31), Facebook $FB (Feb 1), and Amazon $AMZN (Feb 2).

•  Mathematical Model Reveals the Patterns of How Innovations Arise | technologyreview.com:  "... innovation arises from the interplay between the actual and the possible was first formalized by the complexity theorist Stuart Kauffmann. In 2002, Kauffmann introduced the idea of the “adjacent possible” as a way of thinking about biological evolution. The adjacent possible is all those things—ideas, words, songs, molecules, genomes, technologies and so on—that are one step away from what actually exists. It connects the actual realization of a particular phenomenon and the space of unexplored possibilities. But this idea is hard to model ..."

Quick Takes:

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2016-11-02

Alibaba Group $BABA Q3 2016 Results, LIVE Webcast Nov 2 Replay


Alibaba Group Holding Limited
Stock Exchange: Symbol | NYSE: BABA
Principal domains: alibabagroup.com / alibaba.com
Chart of Alibaba Group's major businesses | DomainMondo.com
Alibaba Group Holding Limited (Chinese: 阿里巴巴集团控股有限公司) is a Chinese e-commerce company that provides consumer-to-consumer, business-to-consumer and business-to-business sales services via web portals. It also provides electronic payment services, a shopping search engine and data-centric cloud computing services. Headquarters: Hangzhou, Zhejiang, China--Wikipedia.org 
Alibaba Group Holding Limited (NYSE: BABA) will report its unaudited financial results for the quarter ended September 30, 2016 before the U.S. market opens on Wednesday, November 2, 2016, and will hold a conference call to discuss the financial results at 7:30 a.m. U.S. Eastern Time (7:30 p.m. Hong Kong Time) November 2nd.

Details of the conference call are as follows:
International: +65 6713 5090
U.S.: +1 845 675 0437
U.K.: +44 203 621 4779
Hong Kong: +852 3018 6771
Conference ID: 2604870
LIVE webcast of the earnings conference call: http://www.alibabagroup.com/en/ir/earnings
An archived webcast will be available through the same link following the call. A replay of the conference call will be available for one week (dial-in number: +61 2 8199 0299; conference ID: 2604870).  Alibaba Group Holding (BABA) Q2 2017 Results - Earnings Call Transcript | SeekingAlpha.com


Earnings Press Release (pdf) and Earnings Presentation (pdf): Alibaba FQ2 EPS $0.79 beats consensus estimate by $0.10. Revenues of $5.14B (+47.3% Y/Y) beat by $110M. Shares are UP in pre-market trading.

BUSINESS HIGHLIGHTS for the quarter ended September 30, 2016:
Revenue was RMB34,292 million (US$5,142 million), an increase of 55% year-over-year.
‒ Revenue from core commerce increased 41% year-over-year to RMB28,493 million
(US$4,273 million).
‒ Revenue from cloud computing increased 130% year-over-year to RMB1,493 million
(US$224 million).
‒ Revenue from digital media and entertainment increased 302% year-over-year to RMB3,608
million (US$541 million).
‒ Revenue from innovation initiatives and others increased 78% year-over-year to RMB698
million (US$104 million).

Mobile MAUs on our China retail marketplaces reached 450 million in September, an increase of 23
million over June, while annual active buyers on our China retail marketplaces reached 439 million,
an increase of 5 million from the 12-month period ended in June.
The number of paying customers of our cloud computing business grew to 651,000 from 577,000 in
the previous quarter. Operating loss from cloud computing was RMB398 million (US$60 million)
this quarter, and adjusted EBITA loss narrowed from RMB158 million in the previous quarter to
RMB57 million (US$8 million) this quarter.

Income from operations was RMB9,045 million (US$1,356 million) and adjusted EBITDA was
RMB15,875 million (US$2,381 million). Operating margin was 27%, adjusted EBITDA margin was
46% and adjusted EBITA margin for core commerce was 62%.
Diluted EPS was RMB2.97 (US$0.45) and non-GAAP diluted EPS was RMB5.26 (US$0.79).
Net cash provided by operating activities was RMB17,206 million (US$2,580 million) and nonGAAP
free cash flow was RMB13,943 million (US$2,091 million).

Alibaba Group’s Investor Relations: http://www.alibabagroup.com/en/ir/home

See also Alibaba Doubles Down on Entertainment With $1.5 Billion Fund | Bloomberg.com: Alibaba creates new digital media company, Alibaba Digital Media and Entertainment Group, to consolidate media assets, announces $1.48B fund for new projects.



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