Daniel Ives Browse All Authors Top 29 quotes by Daniel Ives Foldable phones and 5G represent the next generation of smartphones in the coming years. Daniel Ives world It's going to give them more momentum in these types of investments. Daniel Ives technology They were there when Uber needed them. Daniel Ives technology It's been a nightmare week for Zuckerberg and Facebook, tech investors are getting more nervous. Daniel Ives top-news It's about the on-ramp onto their cloud, the main way to get that is through applications. Daniel Ives business The stores need to reflect a changing Apple franchise, some of that has been lost over the last few years. Daniel Ives world It's clearly not a positive trend, companies don't stop giving metrics when things are on the up and up. Daniel Ives technology It's no different than a Five Guys restaurant saying,' Don't focus on the hamburgers, focus on the french fries and peanuts. Daniel Ives technology Clearly the company is spending aggressively to double down on its cloud bet, a dynamic that is a smart move but caps margin upside in the quarter. Daniel Ives business There’s clear opportunity for companies like Facebook and Google to really go in and put a pole in the sand. Daniel Ives latest-headlines They're a proxy for enterprise spend. Daniel Ives business We view this (deception technologies) as a $3 billion market over the next three years, with Israel and Silicon Valley being the epicenter of this innovation wave. Daniel Ives company-news We view this (deception technologies) as a $3 billion market over the next three years, with Israel and Silicon Valley being the epicentre of this innovation wave. Daniel Ives technology We view this as a potential $10 billion market opportunity over the next five years, as we have seen with cyber security over the past decade, the lion's share of the innovation going after this market is from Israel and Silicon Valley. Daniel Ives company-news I would characterize this as white hot adoption out of the gate. Daniel Ives company-news It's not quantitative, but it gives you anecdotal data points that become part of the mosaic of your thesis about whether to be bullish or bearish on trends, names and products. Daniel Ives company-news They've tried to ... focus on the enterprise but over the last two years it has really not been successful. Daniel Ives business They're going to continue to be a tertiary player in mobile unless something dramatically changes, nokia was that Hail Mary acquisition that was clearly a failure. Daniel Ives company-news This was an ugly print and speaks to the headwinds Oracle is seeing in the field as their legacy database business is seeing slowing growth, while cloud has seen pockets of strength, overall the excuses we see out of Oracle have continued to frustrate Wall Street. Daniel Ives business This as another indicator the Nokia acquisition was a $7 billion head-scratcher deal that remains an overhang for Microsoft, nadella inherited this headache, now he is trying to make the best of a bad acquisition. Daniel Ives company-news
