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Posts tagged “PC industry”

5:57 a.m. today

Premium Lock Inside Lenovo: Will reorg of PC business offset plunging prices?

Analysis: Facing an "ongoing dive to the bottom in PC prices" as well as other challenges such as in its smartphone business, Lenovo is reorganizing its world-leading computer business. But will that be enough as Lenovo profits and revenue drop? Technology Business Research Analyst Daniel Callahan takes a look.

A Lenovo PC A Lenovo PC

Updated 9:03 a.m. yesterday

Premium Lock Inside HP Inc: New PCs, other products are hopes for changing markets

HP Analysis: HP Inc, the business group for PCs, printers and more that split off from parent HP, battles declining revenues with new products. But a review of its latest earnings shows HP Inc remains "mired among many of the same challenges" facing the group before the split, writes Technology Business Research Analyst Jack Narcotta.

Updated 6:51 a.m. yesterday

Lenovo reports bigger loss than expected, 3% revenue drop

Lenovo   Lenovo, the world's largest PC manufacturer, reports its first annual loss in six years as revenues decline 3 percent. The company cites several reasons for the drop, including a huge decline in smartphone sales as well as internal "operational issues," in the words of Chairman and CEO Yang Yuanqing. Meanwhile, its Triangle-based server group gets a new name.

Updated 6:35 a.m. yesterday

Premium Lock Inside NetApp: Storage tech firm nears tipping point

NetApp Analysis: The long-term viability for NetApp will be determined by disciplined execution on transformation-focused and competitive displacement opportunities in 2016, concludes Technology Business Research Analyst Krista Macomber after a review of NetApp's latest earnings.

7:43 a.m. Wednesday

Premium Lock Bloomberg: Lenovo analysts cut outlook due to 'mobile crisis'

Lenovo   Lenovo reports its latest quarterly earnings Thursday, and expectations are the numbers won't be good, Bloomberg news reports. In a story that documents how analysts are downgrading the stock, Bloomberg notes one common theme: Lenovo's struggles in the mobile phone market.

Updated 6:38 a.m. Wednesday

Even as Monsanto says no, Bayer confident $62B deal will proceed

Monsanto Monsanto is rejecting Bayer's $62 billion takeover bid, calling it "incomplete and financially inadequate. However, Bayer's top executive believes the deal remains a "mutually compelling transaction." Plus: A graphical view of top mergers so far this year.

Updated 6:30 a.m. Wednesday

Premium Lock Inside HPE: How $8.5B service group sale reshapes tech giant

HP Enterprise is selling its business services division to Computer Sciences Corp. in a deal worth $8.5 billion. What's this mean to CEO Meg Whitman's HPE? Analyst Krista Macomber of Technology Business Research takes a look.

The new HPE and top exec Meg Whitman The new HPE and top exec Meg Whitman

Updated 1:18 p.m. Tuesday

Premium Lock Inside NetApp: Changing market requires portfolio reboot

NetApp Analysis: In previewing NetApp's latest earnings report on May 25, Technology Business Research Analyst Krista Macomber says the tech storage firm will endure declines as it invests to secure market relevance.

Updated May 19

Google echoes Amazon's Echo, opens VR door + Recap of major announcements

Google is showing off a new smart-home speaker, a virtual reality system called Daydream and a chat service called Allo during its annual conference that serves as a launching pad for its latest products and innovations.

Google Showcase features VR Google Showcase features VR

Updated May 18

Premium Lock Inside Cisco: New engineering structure to drive cloud innovation

Chuck Robbins  Analysis: Tech investors will be watching Cisco, which reports its latest earnings this week. Beyond quarterly data, however, a new engineering structure is crucial going forward. Analysts Andrew Smith and Patrick Filkins at Technology Business Research break down what's happening inside Cisco in part two of a three-part review.

May 13

Premium Lock Inside EMC: Counting on hybrid strategy in cloud evolution

EMC has a data center in Durham Analysis: The digital revolution necessitates business practice modernization for EMC, its partners and its customers, concludes a team of analysts from Technology Business Research which attended the recent EMC World event. As they point out in this final of four reports, EMC faces many changes as it gears up for a merger with Dell.

Updated May 11

Premium Lock Inside EMC World: The two imperatives to avoid disintermediation

EMC Analysis: The digital revolution necessitates business practice modernization for EMC, its partners and its customers, concludes a team of analysts from Technology Business Research which attended the recent EMC World event. As they point out in this third of four reports, EMC faces many changes as it gears up for a merger with Dell.

Updated May 10

Premium Lock Inside EMC World 2: Aiming to bridge current, next-gen data needs

EMC  Analysis: Last week at EMC World, the tech giant disclosed much more than plans for the company post-merger with privately held Dell when chairman Michael Dell renames the combined company Dell Technologies. EMC is hardly disappearing with new products and services coming, note a team of analysts from Technology Business Research. In part two of an in-depth analysis, TBR looks at how EMC is building a data bridge to meet client needs now - and the next generation to come.

Updated May 10

Premium Lock Morgan Stanley says 'sell' Lenovo as management shuffling continues

Lenovo   Another top executive post at Lenovo is changing hands in what has become a game of musical chairs over the past year. And to make matters worse, Morgan Stanley says "sell" Lenovo shares, warning that profits are not going to meet expectations as smartphone sales plunge.

May 6

Premium Lock Lenovo spells out details of $500M investment fund, 'incubator group'

Lenovo is disclosing details about its newly established $500 million investment fund. The global tech company also is launching a new incubation group that will help fund various Lenovo subsidiaries such as its SHAREit service and "smart" technology efforts.

Lenovo Lenovo

May 4

Premium Lock Want to try quantum computing? IBM offers it free via cloud

In what IBM calls "a seminal moment in computing," Big Blue is making available to the public access to its quantum processor. The tech giant wants to inspire people to experiment, to "play with individual quantum bits" known as qubits, and to "get inspired."

May 2

Premium Lock Michael Dell's new name for merged Dell-EMC: 'Dell Technologies'

Dell Once Dell's $59 billion merger with EMC is complete, the new company will be known as Dell Technologies, Michael Dell announced at the EMC World trade show in Las Vegas on Monday.

Updated April 29

Premium Lock SAS: IoT, machine learning are transforming utilities

Power grid A new white paper from SAS reports that the Internet of Things and machine learning are transforming the nation's utilities industry as they seek to build an ever-smarter grid for services delivery.

April 29

Premium Lock Inside Amazon's cloud: It's sunny even as competition intensifies

AWS Analysis: Amazon Web Services' 1Q16 results suggest another strong year of performance lies ahead, with a continued focus on database products and global expansion, says Technology Business Research analyst Molly Gallaher Boddy.

Updated April 27

Premium Lock Inside Apple: First revenue decline since 2003 reflects a problem - people love, keeping iPhones

iPhones          Analysis: Apple's latest earnings report shows a big obstacle for the tech giant. Year-over-year revenue declined for the first time since 2003 and a reason is: People love their iPhones. So what's Apple to do? Technology Business Research analyst Jack Narcotta offers his in-depth analysis.

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