It was a clear difference from years past as Nadella and Microsoft are more comfortable in their market positioning, growth, and strategy, given the success they have had in 2014 versus the dark days of the Ballmer era.

Daniel Ives

Categorized in : Business

Foldable phones and 5G represent the next generation of smartphones in the coming years.

It's going to give them more momentum in these types of investments.

They were there when Uber needed them.

It's been a nightmare week for Zuckerberg and Facebook, tech investors are getting more nervous.

It's about the on-ramp onto their cloud, the main way to get that is through applications.

The stores need to reflect a changing Apple franchise, some of that has been lost over the last few years.

It's clearly not a positive trend, companies don't stop giving metrics when things are on the up and up.

It's no different than a Five Guys restaurant saying,' Don't focus on the hamburgers, focus on the french fries and peanuts.

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.

There’s clear opportunity for companies like Facebook and Google to really go in and put a pole in the sand.

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They're a proxy for enterprise spend.

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.

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.

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.

I would characterize this as white hot adoption out of the gate.

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.

They've tried to ... focus on the enterprise but over the last two years it has really not been successful.

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.

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.

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.