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News For AMZN;MSFT From The Last 14 Days
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October 7, 2015
15:00 EDTAMZNAmazon exploring potential online TV service, Bloomberg says
Amazon (AMZN) is said to have reached out to CBS (CBS) and Comcast's (CMCSA) NBCUniversal about online TV, according to Bloomberg.
13:51 EDTAMZNAccenture, AWS to partner on cloud migration business group
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13:48 EDTAMZNAmazon adds QuickSight business intelligence service to AWS
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11:37 EDTAMZNStocks with call strike movement; AMZN SNDK
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October 6, 2015
15:25 EDTMSFT, AMZNAmazon cloud announcement unlikely to sink Splunk, analysts say
Amazon (AMZN) appears to be signaling an expanded presence in cloud-based data analytics, sending shares of incumbents in the space lower and prompting several analysts to weigh in on the e-commerce giant's potential impact. AMAZON CLOUD: Amazon is expected to announce a new "big data" analytics addition to Amazon Web Services, according to an October 4 Wall Street Journal report. The article follows the launch last week of Amazon Elasticsearch, adding further data crunching capabilities to the company's cloud computing platform. Commenting on the news, William Blair analyst Bhavan Suri said that Splunk (SPLK) investor concerns over Amazon are overblown. Elasticsearch is likely to remain primarily a document search platform rather than a direct competitor to Splunk's offerings, while Amazon's expected analytics announcement looks more likely to challenge Tableau (DATA) and Qlik (QLIK), the analyst argues. Meanwhile, FBR analyst Daniel Ives said that a tangential move into the data analytics space "makes a ton of strategic and financial sense" for Amazon, as the market is only about 10% penetrated despite aggressive expansion from Microstrategy (MSTR), IBM (IBM), Microsoft (MSFT), SAP (SAP), and others. That said, Ives cautioned that Amazon's ability to again disrupt the cloud space with this latest entry appear limited in the near term, with many companies already showing preference for pure-play analytics firms. Amazon may ultimately have to make a larger acquisition by picking up a Qlik, Tableau, or Splunk to gain traction, the analyst contended. PRICE ACTION: Splunk shares are down fractionally in afternoon trading after some earlier volatility, while Tableau and Qlik are showing respective losses of roughly 3.14% and 1.86%.
14:25 EDTMSFTMicrosoft announces new Surface, Lumia, Microsoft Band devices
Microsoft Corp. on Tuesday unveiled new Surface, Lumia and Microsoft Band devices, taking advantage of new hardware to unlock new Windows 10 experiences. Showcasing Windows 10, Microsoft also shared new gaming experiences from Xbox and new details on Microsoft HoloLens, the first fully untethered holographic computer. Now running on 110M devices around the world, Windows 10 is off to the fastest start in history -- seeing upgrades at three times the rate of Windows 7 in the same time period. With more than 1.25B visits to the Windows Store, Microsoft announced all-new universal apps for Windows 10, including Box, Facebook, Instagram, Candy Crush Soda Saga, Flipagram, Uber, and others. These apps add to the existing Windows 10 experiences that will be available on the new Microsoft devices. Microsoft announced the new Surface Book, a powerful, high-performance laptop with pen and touch support, starting at $1,499. Microsoft also announced the Surface Pro 4, a thin, light and powerful tablet that can replace a laptop, starting at $899. Microsoft also announced Microsoft Band 2, a fitness wearable starting at $249.
13:06 EDTAMZNAWS, Rackspace pact a sign of consolidation, says Piper Jaffray
Piper Jaffray analyst Gene Munster views the partnership between Amazon Web Services (AMZN) and Rackspace (RAX) as another sign that market offerings are consolidating. The cloud space is set to continue to consolidate toward key winners AWS, Azure and Google (GOOG), Munster tells investors in a research note. He views AWS as the key driver for Amazon shares and the rollout of SaaS products as the next major catalyst. The unit could be worth north of $100B, Munster estimates. He reiterates an Overweight rating on Amazon with a $650 price target.
12:52 EDTAMZNCitron predicts Wayfair shares going to $20
Citron Research reiterated its cautious stance on Wayfair (W) by tweeting out a link to a Re/code story titled, "Amazon Is Absolutely Eviscerating Other Retailers Online, New Survey Shows." The short selling blog expects Wayfair shares to go to $20. The stock is currently trading at $38.52. Citron tweeted, "$AMZN Is Eviscerating retailers $W is a joke as insiders dump. Analysts- AMZN is bigger than "de- nile"- C U at $20."
10:45 EDTMSFTMicrosoft unveils second version of Microsoft Band, TechCrunch reports
Microsoft showcased the second edition of its Microsoft Band at a company press conference, available for pre-order today for $249, TechCrunch reports. The watch is available on October 30, the report says. Reference Link
10:41 EDTMSFTMicrosoft's Myerson: 110M devices currently run Windows 10, TechCrunch says
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10:37 EDTMSFTMicrosoft's HoloLens dev kits available in 1Q16, TechCrunch reports
Microsoft debuted a new demo of its augmented reality device HoloLens and announced that development kits will be available for $3,000 in the first quarter of 2016, TechCrunch reports. The company also showed a new product for HoloLens codenamed Project Xray, a mixed reality game for the HoloLens, the report says. Reference Link
09:34 EDTMSFTActive equity options trading on open:
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09:18 EDTAMZNRackspace announces agreement with Amazon Web Services
Rackspace (RAX) announces an agreement with Amazon Web Services (AMZN), under which Rackspace will offer "tools, expertise, application management, and operational support" to customers on the AWS Cloud. The core offering, Fanatical Support for AWS, plus three additional beta offerings -- Managed Security for AWS, Compliance Assistance for AWS, and Managed Cloud for Adobe Experience Manager -- reflect Rackspace's "strategy of delivering best in class expertise and support for the world's leading technologies and platforms," it stated. Rackspace also has become an Amazon Web Services authorized reseller, completed the audit to become a Managed Services Partner, and is joining the AWS Partner Network at the Advanced Consulting Partner level with over 100 certified AWS engineers.
08:53 EDTAMZNSplunk investor concerns over Amazon overblown, says William Blair
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07:17 EDTMSFTStrategic News Service to hold a conference
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06:21 EDTAMZNRoughly 44% of online shoppers turn to Amazon first, Re/code reports
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05:43 EDTAMZNAmazon launch not immediate threat to Splunk, says UBS
UBS analyst Brent Thill attributes yesterday's weakness in shares of Splunk (SPLK) to Amazon's (AMZN) launch of its own Elasticsearch Service, which on the surface looks competitive to Splunk's Cloud offering. After speaking with Splunk management, however, Thill views Amazon's launch as more of a "Wall Street headline risk" than an immediate competitive threat to Splunk's financials. Amazon's product seems more high-level and less solution-centric compared to Spunk, Thill tells investors in a research note titled "All Analytics Not Created Equal." Shares of Splunk closed yesterday down $1.06 to $55.30. Thill keeps a Buy rating on the name with a $76 price target.
October 5, 2015
14:48 EDTMSFTMicrosoft to hold a media briefing
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09:39 EDTAMZN, MSFTeSports seen as next big growth opportunity in media
Competitive video game playing in organized leagues, or eSports, is on the verge of reaching mainstream adoption and moving from an engagement tool to a monetization opportunity for video game makers, according to Baird analyst Colin Sebastian, who calls the trend the "biggest media and sports growth opportunity you've never heard of." NEXT BIG THING: eSports could have 200M active and engaged participants as early as next year and can grow from about $200M this year to $1B in revenues by 2018, Sebastian tells investors this morning in a research note. Game publishers such as Activision Blizzard (ATVI), Electronic Arts (EA) and Take-Two Interactive (TTWO) are "natural beneficiaries," according to Sebastian, who believes that eSports has the potential to drive earnings growth and multiple expansion for the sector. eSports is still mainly a tool to help engage and keep core gamers, but Sebastian expects this to change quickly as game makers focus on incremental revenue opportunities and increasing average revenue per user. The analyst also sees "significant opportunities" from eSports for online streaming platforms, like Amazon's (AMZN) Twitch and Google's (GOOG) newer platform, as well as for Microsoft (MSFT), Sony (SNE) and PC and component makers. ANOTHER eSPORTS BULL: Jefferies analyst Mark Lipacis previously told investors that he believes the surging popularity of competitive video gaming on a global basis will benefit game publishers as well as hardware companies like NVIDIA (NVDA). In a note to investors last month, the analyst said that Activision Blizzard had five of the top fifteen most popular games on Twitch in July, and contended that the company looks best positioned among game makers to benefit from the eSports opportunity. On the date of his eSports note, Lipacis upgraded NVIDIA to Buy from Hold, saying secular growth in gaming will trump PC weakness. The company's Gaming Graphics Processing Unit is "under the radar" and has grown 23% annually over the past three years, noted Lipacis, who raised his price target for shares to $30 from $23. PRICE ACTION: In early trading, Activision Blizzard rose 1.4% to $31.90, Electronic Arts gained 1.04% to $67.18 and Take-Two Interactive advanced 0.85% to $29.64.
06:34 EDTMSFTMicrosoft to launch two high-end Lumia smartphones, WSJ reports
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