Will Microsoft Become a Leader in the Online Advertising Market?

Microsoft® reported results for its Bing search engine and its online advertising business during its Q3 2014 earnings conference call. Mr. Satya Nadella, CEO, noted “We saw continued improvement in search, with our U.S. search share growing to 18.6%, and Read more ›

Microsoft Enters the Next Stage of Its Mobile First Cloud First Strategy

During Microsoft’s Q3 2014 Earnings Conference Call, Mr. Satya Nadella, CEO, signaled an important transition for the business: from “reinvention” to execution of its “Mobile First/Cloud First” Strategy. This signal can be found in Mr. Nadella’s response to a question Read more ›

Some Final Comments on Google’s Q1 2014 Conference Call

In the final moments of Google’s Q1 2014 Conference Call, listeners get a clearer sense of the verticals exploiting the best advantage from the CPC online advertising campaigns, some near term hurdles for mobile advertisers, and Google’s confidence level about Read more ›

Intel Q1 2014 Earnings Conference Includes a Glimpse of How It Broke New Ground in the Tablet Market

During the Q&A session at the end of Intel’s Q1 2014 Earnings Conference Call, Blayne Curtis of Barclays asked a big question: ” . . . it’s pretty clear [the MCG (Mobile and Communications Group) business] is now losing $3 Read more ›