MicroStrategy Incorporated<br><br>Enterprise software vendors are having a rough day after VMware (VMW 5.6%) provided light Q4 guidance to go with a Q3 beat. On its CC (transcript), VMware also reported its bookings fell Q/Q in Q3. They were hurt by Russian and German softness, and a failure to close a major enterprise license agreement with a federal client. ELAs made up 29% of Q3 bookings, down from 37% in Q2. Rivals Oracle (ORCL 1.5%), Red Hat (RHT 3.3%), and Citrix (CTXS 1.5%) are among the decliners, as are Splunk (SPLK 4.7%), Tableau (DATA 2.8%), Qlik (QLIK 2.5%), and MicroStrategy (MSTR 0.9%). Oracle provided light guidance last month. Several enterprise cloud software stocks are also selling off: N 2.5%. VEEV 2.9%. ZEN 4.2%. CSOD 2.3%. SAAS 3.2%. NOW 1.7%. Nomura and Raymond James have downgraded VMware. Nomura thinks 2015 guidance (expected in January) will also be light, and believes slow vSphere server virtualization growth (affected by competition and high penetration rates) will remain a headwind, given it's still over half of VMware's business. "Growth has to come from the vCloud Suite . other newer products are just too small still to matter." Some of those "other newer products" are doing well: VMware's end user computing license bookings (boosted by the AirWatch acquisition) rose over 60% Y/Y in Q3, and its much hyped NSX software defined networking platform now has 250+ paying customers (up from just 100 a few months ago). A slew of enterprise tech names sold off on Monday in response to IBM's Q3 report. Big Blue's software sales fell 2% Y/Y in Q3, after rising 1% in Q2. CA, Citrix, and ServiceNow report after the bell.<br><br>Salesforce launches cloud analytics/BI platform<br><br>Salesforce's (CRM 1.2%) anticipated Wave cloud analytics/business intelligence software platform is being unveiled today at the company's annual Dreamforce conference. Launch partners include Accenture, Cognizant, Dell, and Informatica. Much like Tableau (DATA 2.8%) and Qlik (QLIK 0.7%), Salesforce is trying to differentiate its BI offering by providing a UI that allows data to be easily manipulated and visualized by non IT personnel. A Salesforce exec: "[Wave] can't be about rows and columns. We wanted everyone to feel good using product and interact with it." Another suggests video games served as an inspiration. Also talked up by Salesforce: Wave's mobile first design (an iOS app launches tomorrow); its advanced search features (enabled by the EdgeSpring acquisition); and its ability to easily integrate with many data sources. Tableau also emphasizes easy data integration. Salesforce plans to charge $125/user/month for an Explorer edition of Wave, and $250/user/month for a Builder edition (supports imported datasets). In addition to Tableau and Qlik, Salesforce will be be squaring off against traditional BI vendors such as IBM, SAP, Oracle, MicroStrategy (MSTR 0.6%), and Actuate (BIRT +0.9%). Forbes' Ben Kepes: "Rather than true business intelligence,hogan outlet milano Mammoth Cave National Park, Wave seems to be, at this iteration at least, a graphical tool for displaying business data in engaging ways . Many existing Salesforce customers frankly don need a true analytics offering but rather a more in depth visualization tool than they currently have from Salesforce." He cautions some technical knowledge about database labels is still needed to use the product. Tableau is selling off today, but has bounced from its intraday lows.<br><br>MicroStrategy +3.1% after disclosing major layoffs<br><br>In an 8 K, MicroStrategy (NASDAQ:MSTR) says it plans to cut its workforce by "approximately 200 employees in North America,moncler outlet italia of the population of the United States is uniquely identifiable with only your zip code, 375 employees in Asia Pacific, 175 employees in Europe, the Middle East, and Africa, and 20 employees in Latin America."Altogether, the job cuts will affect 1/5 of the secretive BI software vendor's workforce. He reports management comments at yesterday's shareholder meeting suggest the company is finally ready to "open up to the Street and is now willing to meet with top shareholders."Keirstad: "Roughly 10 years ago,giubbotti moncler outlet NitsujTPU comments on My husband pulled a hair from his, MSTR adopted a no communication policy with the Street, meaning no earnings call, no guidance, no contact with investors, no response to Street inquiries . This lack of visibility has been one of the biggest weights on MSTR industry low multiple."He still doesn't expect the BI software vendor to offer guidance, but thinks earnings calls are now "under consideration." With shares only going for 1.4x 2014E EV/sales in spite of MicroStrategy's possession of a best in class BI suite, Keirstad sees plenty of room for multiple expansion if the company "truly opens up."If history is any guide, Q1 results could arrive next week.<p>scarpe hogan outlet<br/>air max 90<br/>moncler outlet roma<br/>woolrich sito ufficiale<br/>hogan outlet online<br/>canada goose milano<br/>parajumpers soldes<br/>woolrich outlet online<br/>moncler<br/>louboutin site officiel<br/>outlet hogan<br/>outlet hogan<br/>chaussures louboutin soldes<br/>outlet moncler online<br/>spaccio peuterey bologna<br/></p>
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