Going Beyond Advertising: Revenue Diversification in Publishing

The pandemic has had a profound short-term effect on publishers around the world — a jump in readership somewhat dampened by disappearing advertising revenue. In many media firms, the digital channel has become most important, accelerating the move to digital while also highlighting the fragility of the display advertising market. Continue reading Going Beyond Advertising: Revenue Diversification in Publishing

Salesforce keeps revenue pedal to the metal with another mammoth quarter

Salesforce just keeps on growing revenue. In another remarkable quarter, the company announced 3.01 billion in revenue for Q1 2019 with no signs of slowing down. That puts the CRM giant on a run rate of over $12 billion with the company’s most optimistic projections suggesting it could go even higher. It’s also the first time […] Continue reading Salesforce keeps revenue pedal to the metal with another mammoth quarter

Okta has a great earnings day on the back of strong international growth

 Okta kept its beat-streak alive today with a healthy earnings report. On the back of international growth and a healthy services business, Okta beat revenue expectations by nine percent and managed to handedly top EPS expectations.
Analysts had been expecting about $55.9 million in revenue with a loss of $0.26 per share. Instead, Okta reported $61 million in revenue with $0.16 loss per… Read More Continue reading Okta has a great earnings day on the back of strong international growth

Office 365 Powers Microsoft to Higher Cloud Revenues

Microsoft must have been happy with the $18.9 billion run rate they achieved for commercial cloud products in fiscal 2017. But what segment makes the majority of this revenue? Microsoft is not saying, but given the number of Office 365 users, it seems like it is Office 365.

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Office 365 Hits 100 Million Users. On Course for 120 Million This Year

Microsoft’s Q3 FY17 results tell us that Office 365 now has over 100 million monthly active users. That’s great, but the really interesting thing is how many on-premises seats remain to move to the cloud.

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Dropbox really wants us to know its finances are healthy

 Healthy financial milestones sugarcoat the conversation temporarily, but eventually Drew Houston is going to have to step into the public markets. At that point nobody will care how fast Dropbox grew its revenue back in the day. The question will… Continue reading Dropbox really wants us to know its finances are healthy

Microsoft Adds Another Billion to Commercial Cloud Revenues

Microsoft’s FY17 Q2 results posted on January 26 boasted a 49% year-over-year growth in commercial Office 365 revenues, contributing to an annualized run rate for commercial cloud products that now “exceeds” $14 billion. The number of cloud users has grown again, underlying the continuing move of work to the Office 365 and Azure.

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