With Nokia, Microsoft takes on 32,000 more people so if its latest devices push doesn’t pay off, watch out for shareholders with torches and pitchforks.
Nomura Securities analyst Rick Sherlund expects activism sparked by ValueAct will spur change for the better in Redmond.
The reorg won’t work: It’s based on a fictional world that wants Surface and Windows.
Nomura Group analyst Rick Sherlund sees rising shareholder activism — led by Value Act — ahead for the software giant, which continues to struggle in its new device business.
Hardware sales, Fusion adoption (or lack thereof) are two key factors to explore when Oracle goes through its fourth quarter earnings next week.
Have Microsoft shareholders finally hit the tipping point when it comes to share price and strategic direction? Nomura Securities analyst Rick Sherlund seems to think so.
VMware shares took it on the chin Tuesday, a day after the company talked down its projected earnings for the next quarter.
Leo Apotheker, the Hewlett-Packard CEO ousted so publicly last September, pretty much disappeared from view. Until recently. Now he’s been spotted in Menlo Park and was featured on a conference call with Wall Street analyst Rick Sherlund. Could he be plotting a comeback?
Oracle is finally learning that the hardware business is not the software business. Revenue for the company’s Sun Microsystems-rooted servers fell 14 percent in the second quarter compared to the year-ago period. And gross margin on those hardware sales is returning to earth.