Jack Narcotta

Editor’s note: With its PC growth continuing and margins expanding, Lenovo now has Motorola on board for more mobile device growth. Next comes servers as the world’s No. 1 PC maker and No. 3 smartphone seller takes aim at Dell and HP with IBM’s x86 group as part of its arsenal. Analyst Jack Narcotta of Technology Business Research likes what he sees based on Lenovo’s earnings report last week. HAMPTON, N.H. - A sound strategy for emerging markets and its ability to adapt to a changing IT market sustained Lenovo’s revenue and profit growth.  Lenovo’s growing scale in the IT...

Editor’s note: With the acquisition of Motorola complete, Lenovo will assume the leading role in emerging smartphone markets, writes analyst Jack Narcotta of Technology Business Research. Lenovo, which operates its global executive headquarters in Morrisville, is due to disclose its latest earnings results on Thursday. HAMPTON, N.H. - With the acquisition of Motorola complete, Lenovo will assume the leading role in emerging smartphone markets. TBR believes Lenovo’s purchase of Motorola, viewed by some as a bold, but risky, acquisition to gain market share, provides additional momentum that instantly makes the company a significant threat throughout APAC and EMEA to current market...

Editor’s note: Even as Google’s total revenue continues to flourish – overall revenue climbed 20.1% year-to-year in 3Q14 to $16.5 billion – there are signs that it is struggling to adapt, ironically, to the increasingly mobile-first advertising environment it created, says analyst Jack Narcotta of Technology Business Research. So what’s happening? Our Insiders get the detailed analysis. HAMPTON, N.H. – Google’s (Nasdaq: GOOG) healthy revenue growth showcases its dominance in digital advertising, but lower operating margins reveal its struggle to monetize mobile Google is primarily focused on sustaining revenue growth that ultimately fuels free cash generation, allowing Google to...

(Editor’s note: Microsoft’s purchase of “Minecraft” maker Mojang shows its commitment to building up its cross-platform appeal, writes Technology Business Research Analyst Jack Narcotta.) SEATTLE, Wash. – Microsoft’s $2.5 billion acquisition of Sweden-based software company Mojang, the developer behind the popular building game ““Minecraft”, which has sold over 100 million copies since its release in 2009, illustrates the degree to which Microsoft CEO Satya Nadella’s long-term vision for Microsoft is taking root at that company. Since July 2014 Nadella has evangelized a device-and-platform-agnostic strategy for Microsoft. TBR believes the acquisition of Mojang – combined with Microsoft’s pledge to continue...

Editor’s note: HP (NYSE: HPQ) on Wednesday reported an increase in revenue for its most recent quarter, ending a streak of 11-straight declines. Surging PC and x86 server revenues helped – two markets where Lenovo either leads the world or hopes to when its $2.3B deal for IBM’s x86 business closes. Analyst Jack Narcotta of Technology Business Research examines HP’s earnings report. HAMPTON, N.H. – HP’s revitalized PC business and healthy revenue growth of x86 servers show some, but not all, of the pieces are beginning to fall into place HP CEO Meg Whitman’s multifaceted turnaround plan continues to...

Editor’s note: Analysis: Lenovo reported a “milestone quarter” in terms of revenue on Thursday with sales of mobile devices leading the way. For the first time, Lenovo – the world’s No. 1 PC manufacturer – sold more smartphones than PCs. And more business is in the pipeline with the looming IBM x86 server deal, writes analyst Jack Narcotta of Technology Business Research. HAMPTON, N.H. - Sustained success in PCs and a surging mobile device business will help fuel revenue and profit growth through 2015. The growing strength of Lenovo’s brand in mobile markets, its prior investments to prepare its supply...

Inside Microsoft’s earnings: A sweeping reorganization points Microsoft in the right direction, but obstacles in its PC and mobile businesses will remain through 2014, writes Jack Narcotta, an analyst with Technology Business Research. He takes a look at the company which disclosed its latest earnings report on Tuesday. HAMPTON, N.H. - Microsoft (Nasdaq: MSFT) has been on a course of substantial change to its business models, organizational structure and culture since Satya Nadella was appointed CEO in February 2014, even prior to Microsoft announcing its largest-ever layoffs in 2Q14 – a total of 18,000 employees, with an estimated 12,500 coming from...

Editor’s note: HP (NYSE: HPQ) announced another increase in the number of expected layoffs to as many as 15,000 on Thursday. It remains on the road to long-term recovery but must better connect with a rapidly evolving marketplace, writes Jack Narcotta, an analyst at Technology Business Research. HAMPTON, N.H. – HP’s 1Q14 results display encouraging signs that its cornerstone PC and server businesses are regaining momentum. However, while HP continues to invest heavily to expand its portfolio of PCs, servers, software, converged storage and cloud capabilities – in mid-May HP announced it is investing $1 billion over the next two...