It's a necessary evil as CEO Satya Nadella and Microsoft have recognized the 'golden goose' and major revenue opportunities will happen after the upgrades have taken place microsoft needs to lay seeds for its cloud-centric strategy and Windows 10 is the epicenter of that strategy. It's all about making it attractive for the ecosystem to upgrade onto this next-generation platform.

Daniel Ives

Categorized in : Technology

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