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Lessons learned from Microsoft’s Q2 2015 Earnings Report

In the aftermath of Microsoft’s Q2 FY 2015 earnings conference call and webcast, it is clear a number of well respected Wall Street Analysts–including Rick Sherlund of Nomura Securities–have re-calibrated their future earnings expectations for the company. Sherlund now has Read more ›

Let’s not underestimate the importance of hybrid cloud computing to Microsoft’s recent successful business quarter

During Microsoft’s recent Q1 2015 earning conference call, Brent Thill of UBS asked a question at the start of the analyst Q&A. This question provided Satya Nadella with an opportunity to present something about the importance of hybrid cloud computing Read more ›

Google’s earnings for the latest quarter miss analyst estimates, leading to some negative sentiment on the long term health of its ad business

On Thursday, October 16, 2014, Google reported earnings after markets here in the US closed. Fiscal performance for the latest quarter failed to meet analyst expectations, for both sales and net income. A lot of business writers produced copy on Read more ›

Google continues to challenge sensible technical product marketing principles to what end?

In an interview with Bloomberg TV’s Market Makers show, which was recorded on Wednesday, September 24, 2014, Eric Schmidt echoed what should now be considered a familiar position held by most mature ISVs. On the topic of product marketing, he Read more ›

New Product Introductions, Hosted by Big Tech Businesses, as a Genre of Marketing Communications Event, Need a Makeover

Mature ISVs, including Microsoft, Apple, Google, Oracle, and Salesforce.com, to mention merely a few of the most prominent businesses in this industry segment, have made a habit of hosting new product exhibitions on a quarterly, or semi-annual basis. One of Read more ›

Gartner Releases Its First Quarter, 2014 IT Spending Forecast

On March 27, 2014, Gartner, Inc. published a press release announcing public availability of its 1Q14 IT Spending Forecast. The release mentioned some report findings: The top end market for “mobile phones” (Gartner’s term) continues to contract, while most of Read more ›