![]() ![]() Per the Zacks analyst, Accenture has been steadily gaining traction in its outsourcing and consulting businesses backed by high demand for services. ![]() If you want an email notification each time Sheraz publishes a new article, please click here>įeatured Reports Accenture (ACN) Gains From Service Demand Amid Talent Cost He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. Other noteworthy reports we are featuring today include Accenture plc (ACN), QUALCOMM Incorporated (QCOM) and Schlumberger Limited (SLB). (You can read the full research report on Adobe here >) High acquisition expenses do not bode well for its margin expansion. However, the ongoing tensions between Russia and Ukraine remain major headwinds for Digital Media segment. We remain optimistic about Adobe’s market position, compelling product lines, continued innovation, strategic acquisitions and solid adoption of cloud applications. Growth in emerging markets, robust online video creation demand and solid adoption of Acrobat are tailwinds. Rising subscription revenues and solid momentum across the mobile apps were major positives. The company’s Creative Cloud, Document Cloud and Adobe Experience Cloud products drove the top-line growth. Shares of Adobe have outperformed the Zacks Computer - Software industry over the past six months (+42.5% vs. (You can read the full research report on Oracle here >) However, stiff competition is hurting growth. The company also announced that it is launching a generative AI cloud service for enterprise customers. Oracle is partnering with NVIDIA to build the world's largest high-performance computer, an AI computer, with 16,000 GPUs. Partnerships with NVIDIA and Microsoft benefits Oracle. Oracle’s Gen 2 Cloud is delivering better performance at a lower cost due to high bandwidth and low-latency RDMA networks. Solid adoption of cloud-based applications, comprising NetSuite Enterprise Resource Planning (ERP) and Fusion ERP bodes well. The company is benefiting from the ongoing momentum across its cloud business, driven by the strong uptake of Oracle Cloud Infrastructure services and Autonomous Database offerings. Shares of Oracle have outperformed the Zacks Computer - Software industry over the past year (+64.7% vs. ![]() (You can read the full research report on Mastercard here >) As such, the stock warrants a cautious stance. Its dividend yield is still lower than the industry average. High rebates and incentives may weigh on the company's net revenues. However, steep operating expenses might stress margins. A strong capital position allows it to pursue acquisitions and prudently deploy capital via share buybacks and dividends. It is well-poised to gain from steady cash-generating abilities. The COVID-19 crisis accelerated the adoption of digital and contactless solutions, providing an opportunity for MA's business to expedite its shift to the digital mode. Company’s numerous acquisitions are helping the it to grow addressable markets and drive new revenue streams. Mastercard shares have outperformed the Zacks Financial Transaction Services industry over the past year (+24.0% vs. You can see all of today’s research reports here > These research reports have been hand-picked from the roughly 70 reports published by our analyst team today. Today's Research Daily features new research reports on 16 major stocks, including Mastercard Incorporated (MA), Oracle Corporation (ORCL) and Adobe Inc. The Zacks Research Daily presents the best research output of our analyst team. Today's Must Read Accretive Buyouts, Strong Balance Sheet Aid Mastercard (MA) Oracle (ORCL) Gains from Cloud Suite Adoption & Partnerships Adobe (ADBE) Rides on Growing Adoption of Cloud Applications ![]()
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