Share Name Share Symbol Market Type Share ISIN Share Description
Globaldata Plc LSE:DATA London Ordinary Share GB00B87ZTG26 ORD 1/14P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 830.00p 820.00p 840.00p 830.00p 830.00p 830.00p 1,060 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 157.6 -7.7 -11.0 - 849

Globaldata Share Discussion Threads

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DateSubjectAuthorDiscuss
25/9/2019
21:53
Lrr 😜
geheimnis2
25/9/2019
14:35
From the Blackbird discussion board (some posts are worthy of a wider distribution). Invest360 24 Sep '19 - 22:28 - 2170 A few of you have asked for a digest of past news, informed in part, by the shareholder meeting held yesterday which covered much this – though not necessary in this order – as it represents my take. It’s a bit long but I hope putting it all in to one thread might provide a useful summary of what I believe are the key recent events / BB’s progress, as well as forming an investment rationale. 1. The entire video infrastructure of the whole broadcast and video industry is moving to the Cloud. 2. Having come late to the cloud-party this industry-wide switch-over is going to be VERY rapid. 3. By far the biggest area of growth for the global technology market is also … the Cloud. 4. … And the main driver of Cloud use is … video. 5. So, there is a now a perfect storm brewing involving: Cloud + video + tech giants’ key strategic focus + news + sport + broadcast industry cloud migration + social media. 6. Blackbird sits at the intersection of all of these, providing software that enables large parts of the technology stack for cloud-based video delivery. 7. Commercial commentators have called it “a game changer”. 8. Blackbird’s technology is supported by patents. 9. Google only has 8% of the Cloud market and so is unleashing strategies to rapidly make up lost ground. When Google make this kind of commitment it’s worth paying serious attention. 10. Google’s approach to achieving this growth is different to AWS and Azure. The latter provide a cloud backbone and point clients towards partners’ value-added services. Google’s approach is much more proactive – to integrate enabling technologies into a complete delivery platform to provide their clients with an all-inclusive, more innovative offering. 11. This fact alone makes the burgeoning relationship between Google and Blackbird all the more significant. In my view it’s an essential component of understanding the potential of this stock … 12. On this: of the 1,000’s of Google Cloud Partners, they selected just 6 to co-present with them at IBC (the biggest trade show of its type in the world), and Blackbird was the only one on their stand for the entirety of the show. 13. This blog from just before IBC is revealing: it’s by the Global Head of Google Cloud Media & Entertainment Partnerships https://cloud.google.com/blog/products/media-entertainment/building-an-ecosystem-of-partners-to-help-broadcasters-transform-their-business 14. Even though their relationship is covered by NDA, Google seem happy to not just publicly endorse BB, but state their intentions in terms of utilising them as a founding partner. 15. Just as important as the commercial potential of that relationship: this is the Tech Equivalent of the Royal Seal of Approval: Google has announced to the world that Blackbird is the real deal. So, corporate CTO’s have been given the comfort they’ve been seeking, and BB now has a calling card that most tech companies could only dream of… 16. To consolidate this, IM said that Google’s stand was one of the most visited at IBC, and BB’s part of that stand was the busiest of all. All of the attention and feedback BB received from the show (incl. being officially named by IBC as 1 of only 6 ‘Products to watch’ out of 1,700 exhibitors) has only served to intensify Google’s enthusiasm for working with BB. 17. That’s not to diminish the relationship with Azure and AWS. Even if it is less proactive, Azure’s sales team has already delivered them A+E (AKA Disney). 18. Because of the small size of BB their most pressing requirement has been to enter into meaningful OEM (and hopefully soon, technology infrastructure deals) for 3 reasons: a./ it’s hard for big corporations to contract with such small companies like BB, but large OEM partners give buyers the ability to push forward with major integration projects, b./ these OEM’s grow BB’s sales force by 100’s if not 1,000’s for no extra outlay – and they already have an existing client base to sell into. c./ Implementation is carried out by the OEM’s team, leaving BB’s team to focus on hi-tech R&D. 19. IM and his team have made great strides with the OEMs, turbo-charged by IBC / Google relationship. 20. They’ve only just started to sign corporate OEM deals but even this early on we can see precisely the effects that IM had predicted starting to take shape. 21. E.g.: TownNews started with 3 stations last year and have already rolled out to 46. ALL of the hard sales and implementation work (and associated costs) has been borne by TownNews. So, BB just needed to sign one contract, and it becomes the gift that keeps on giving; there are 350 TV stations in the US alone – so there’s plenty more potential. 22. A+E (AKA Disney and Hearst) is already a 6-figure deal and the penetration in this company is probably only around 10%. 23. If both organisations fully deploy BB, then it’s possible that the revenue from these 2 contracts alone will cover BB’s overhead. And their sales team aren’t even focusing on them. They have their hands full with the pipeline they had before IBC (which IM says has now become much hotter as a result) plus all the leads from that show plus the Google introductions. BB is only just scratching the surface. 24. The Player has yet to be released. When they do it will represent a step-change in terms the sheer scale of infrastructure deals it unleashes with tech giants. No longer just B-to-B, but B-to-B-to-C. I invite you to imagine what would happen if Google starts considering an extension to its YouTube player, for example. Or what FaceBook could do with it. 25. Despite all this, BB’s Market Cap is only £30m. Now they have proven they can sign meaningful deals it’s worth noting that even a mere £10m revenue would yield around, say, £6m EBITDA; I’ll leave you to work out the market cap on average PE ratios on such meagre sales. 26. That’s without factoring in that when it achieves this, BB will be a massively high-growth tech-stock, in one of the hottest sectors of the market, and singled out as a darling of Google. My personal view is that even if it the market cap was £300m it would still be a tiddler in comparison to the size of the market it is starting to serve. 27. Given the progress that BB has made under IM’s stewardship, and his impeccable CV, I think we should now give his assessment of BB’s prospects the credibility it deserves. He is sounding more bullish than ever. And even though he and his family have already invested c. £700k he continues to invest more whenever Stock Exchange rules allow. 28. Putting all this together leads me to believe that, at 11p per share, BB is an undiscovered gem of an opportunity for AIM investors.
littleredrooster
24/9/2019
01:19
the contract is expected to carry the first woman to the Moon in 2024 hTTps://uk.advfn.com/stock-market/NYSE/LMT/share-news/Lockheed-Martin-Gets-4-6-Billion-Contract-for-NAS/80784130 Lockheed Martin Gets $4.6 Billion Contract for NASA's Moon Missions 23/09/2019 10:56pm Dow Jones News By Kimberly Chin Lockheed Martin Corp. (LMT) has finalized a roughly $4.6 billion contract with the National Aeronautics and Space Administration to deliver six Orion spacecraft for the space agency's undertaking to send astronauts to the Moon and back. The aerospace and defense company said NASA will initially order three Orion spacecraft for its Artemis III to V space missions. By fiscal 2022, the agency plans to order an additional three spacecraft for its Artemis VI to VIII missions. Under the contract, NASA could order up to 12 spacecraft in total through Sept. 30, 2030, Lockheed said. Lockheed also said its first spacecraft to be delivered under the contract is expected to carry the first woman to the Moon in 2024. In July, the Bethesda, Md., company completed production of NASA's Orion spacecraft capsule for the Artemis I mission to the Moon. That mission will be uncrewed.
littleredrooster
18/9/2019
17:12
hTTps://www.androidauthority.com/huawei-cyber-security-forum-1030837/ 2 hours ago Huawei suspended from global cyber-security forum, so what does this mean? The US trade ban against Huawei has affected the company in a variety of ways, as its membership status with various interest groups has also come under fire. Now, the Wall Street Journal (paywall) reports that the company’s membership to the Forum of Incident Response and Security Teams (First) has been suspended. The forum, established in the 1990s, is described as an “informal first responder” to major hacks and cyber-security incidents. Members can share information regarding hacks and vulnerabilities in order to shore up cyber defenses. The outlet adds that the US Department of Homeland Security and UK’s National Cyber-Security Centre are two high-profile members. Where does this leave Huawei? Huawei won’t have access to information from this group as a result of its membership being suspended. In fact, the Wall Street Journal says this could slow down the manufacturer’s ability to issue patches. Huawei is also apparently losing out on an automated platform that shares the latest details regarding malware. The forum’s legal team purportedly advised it to suspend Huawei’s membership, with the team saying some information shared on the forum could potentially fall foul of the U.S. trade ban. The group’s spokesperson told the outlet that “after extensive consultation and review, we regret ending up in a position where we had to suspend Huawei’s membership.” This isn’t the first time Huawei’s membership status in an interest group has been affected as a result of the ban. Huawei was also initially suspended from dealing with Bluetooth SIG, the Wi-Fi Alliance, and the SD Association before being let back in.
littleredrooster
14/9/2019
14:28
Sounds impressive but perhaps Google can influence the outcome of such awards. 2:52 am - 14 Sep 2019 Stephen B. Streater Blackbird A prestigious award from IBC for blackbirdcloud: Out of 1700 exhibitors at IBC, Blackbird has been selected as one of 6 to watch. Come and see the world's fastest and only cloud native video editor at the Google booth (EO1, Hall 14). https://twitter.com/blackbirdcloud
littleredrooster
09/9/2019
21:16
Blackbird is the only co-exhibitor focused on cloud video editing littleredrooster 25 Aug '19 "Blackbird (formerly Forbidden Technologies) current market value £32m. So one must wonder about the extent of Google's collaboration." 9 September 2019 Blackbird plc "Blackbird selected to exhibit alongside Google Cloud at IBC in Amsterdam later this month for the full duration of this major trade show. Blackbird is the only co-exhibitor focused on cloud video editing." hTTps://www.blackbird.video/thought-leadership/cloud-based-editing-enables-edit-roam/
littleredrooster
06/9/2019
17:55
There is a huge black market for copper cable hTTps://www.theregister.co.uk/2019/09/06/cambridgeshire_openreach_cables_targeted_in_second_mass_theft/ Cu in Hell: Thousands internetless after copper thieves pinch 500m of cable in Cambridgeshire Openreach network targeted for second time in 2 weeks By Kat Hall 6 Sep 2019 at 12:00 Thieves have stolen 500 metres of Openreach's copper cable in Cambridgeshire, leaving thousands of people without broadband or a working telephone. This is the second time the area has been targeted in a fortnight by what appears to be an organised criminal gang. According to Cambridge News, cables were vandalised towards the end of last month affecting more than 3,000 residents. The stolen cables, which were thought to be worth around £10,000, were later found dumped near Cottenham with the copper stripped from them. An Openreach spokesman said: "Our network has been damaged again in Cambridgeshire, which is really disappointing. Around 500 metres of our underground cable has been taken and we understand how frustrating this must be for people living there who are now without a telephone and broadband service. "Our engineers are already working on the repair and we'll get this done as quickly as possible. We're working closely with Crimestoppers and ask people to be extra vigilant and report any suspicious activity to the police." There is a huge black market for copper cable, costing the economy an estimated £1bn per year. It also poses a big problem for the railways: British Transport Police reported an 85 per cent increase in the crime last year, when a Network Rail worker was arrested for stealing £10,000 worth of cable from a depot. Openreach is estimated to have 75 million miles (121 million kilometres) of copper cable. The broadband provider pegs its combined copper and fibre network to be 173 million km long – enough to go round the world 4,316 times. BT is working with the charity Crimestoppers, the National Crime Agency, British Transport Police and Network Rail to tackle the problem. It is also dangling a cash reward of up to £1,000 for any information that leads to a prosecution. ® 34 comments
littleredrooster
28/8/2019
14:53
Personally, I wouldn't refer to a fall of 0.7% as a plunge. Seems to me as more like a normal daily fluctuation. hTTps://uk.advfn.com/stock-market/london/thomas-cook-TCG/share-news/LONDON-MARKETS-Pound-Plunges-As-Boris-Johnsons-Bi/80617924 LONDON MARKETS: Pound Plunges As Boris Johnson's Bid To Suspend Parliament Raises No-deal Brexit Fears 28/08/2019 1:01pm Dow Jones News "The pound plummeted on Wednesday as British Prime Minister Boris Johnson set out plans to suspend Parliament, slashing MPs' hopes of blocking a no-deal Brexit. The move would see Parliament suspended for five weeks before returning on Oct. 14--less than three weeks before Britain's scheduled departure from the EU on Oct. 31. Sterling plunged 0.7% to $1.2201 and was the world's worst-performing currency on Wednesday morning."
littleredrooster
27/8/2019
17:38
In 2022, OTT video subscriptions will surpass pay-TV subscriptions hTTp://www.netimperative.com/2019/08/video-streaming-emerges-as-the-killer-app-for-5g-in-the-us/ Video streaming emerges as the killer app for 5G in the US August 23, 2019 The 5G era is set to drive the next wave of growth in video streaming, with 78 percent of U.S. consumers indicating they will expand this activity as they adopt the next-generation wireless standard in smartphones and home-networking solutions, according to a survey conducted by IHS Markit Digital Orbit. When asked to name which types of activities they are likely to increase due to the arrival of 5G, consumers ranked video streaming first, ahead of video calling, social media, mobile gaming, virtual reality and augmented reality. As a result, the deployment of 5G will help cause video usage to grow to account for 70 percent of mobile network traffic in 2022, up from 47 percent in 2015. “The promise of faster video streaming through 5G is generating enormous enthusiasm among consumers,” said Joshua Builta, senior principal analyst for IHS. “Interest is particularly high for those younger than 50, with 81 percent of survey respondents in that age range citing video streaming as the top activity for 5G. Consumers are expressing strong interest in video streaming both on smartphones and for home internet services, which are equally supported by 5G.” Smartphone streaming moves to 4K Current 4G wireless services already provide sufficient performance to support most types of video content commonly streamed today. As a result, 5G’s largest impact will be felt in emerging areas of the market. One of these areas is 4K ultra-high definition (UHD) video. The 5G standard enables 4K on mobile platforms because of its increased capacity and speed. When coupled with the growing demand and supply of 4K UHD content, the proliferation of 5G will help drive mobile consumption of UHD content. The 5G standard will also be critical to promoting the consumption of general live video. This is particularly true for sports and live events, where lower latency and higher speed and bandwidth are critical. Home 5G promotes video streaming In parallel with the trends in the smartphone market, US consumers are expressing intense interest in engaging in 5G video streaming via home internet access. While often regarded purely as a mobile technology, the 5G standard also supports fixed wireless access (FWA) in the home. However, unlike fixed solutions such as DSL, cable or fiber, 5G FWA uses wireless mobile network technology to extend internet access into homes. Most consumers say they are attracted to 5G FWA by its faster speeds. The average speed of broadband connections in the US in 2018 was about 35 megabits per second. In contrast, 5G can theoretically operate at up to 1 gigabit per second, although initial deployments will be much slower. Survey respondents cited streaming of video, both prerecorded and live, as the most compelling reason to upgrade home internet service. A total of 74 percent of those surveyed named video streaming as the chief motivation for upgrading to 5G in the home. This phenomenon is not surprising as IHS Markit forecasts that global over-the-top (OTT) video subscriptions will pass the 1 billion mark in 2021, up from 620 million at the end of last year. In 2022, OTT video subscriptions will surpass pay-TV subscriptions.
littleredrooster
25/8/2019
14:32
Blackbird (formerly Forbidden Technologies) current market value £32m. So one must wonder about the extent of Google's collaboration. https://uk.advfn.com/stock-market/london/blackbird-BIRD/share-news/Blackbird-PLC-Blackbird-and-Google-Cloud-collabora/80576880 Blackbird PLC and Google Cloud collaborate at IBC 2019 21/08/2019 7:00am RNS Non-Regulatory 21 August 2019, San Francisco and London - Blackbird plc (AIM: BIRD), the developer and seller of the market-leading cloud video platform Blackbird, will participate in the Google Cloud Partner Pavilion at IBC 2019. Blackbird will demonstrate its cloud video platform to visitors at the Google Cloud Partner Pavilion during the IBC conference and exhibition in Amsterdam - one of the world's leading media, entertainment and technology shows. Running on Google Cloud, Blackbird delivers ultra-efficient cloud video workflow performance. The fastest video clipping, editing and distribution platform on the market, Blackbird provides rapid access to live and non-live content for the creation of clips and highlights to multiple devices and platforms including web, broadcast, OTT and social (Twitter, Facebook, YouTube, Twitch). Blackbird drives major awareness, engagement and reach for brands in the sports, esports, news, entertainment and enterprise sectors - as well as delivering significant content monetization opportunities. Easy to learn and use, Blackbird is available to anyone with a browser, anywhere in the world, even with very low bandwidth. Ian McDonough, CEO of Blackbird, said: "Google Cloud and Blackbird working closely together on solutions for the sports, news and entertainment industries delivers enormous productivity gains for companies. Using Google Cloud's industry-leading infrastructure, Blackbird enables media partners to rapidly clip and professionally edit content. Blackbird's Google Cloud implementation also delivers efficient publishing to multiple destinations directly through the cloud, without the need for download. We look forward to meeting prospective customers at IBC and showing them how our combined solutions can work best for them." The Google Cloud Partner Pavilion at IBC is on Booth E01 in Hall 14. For more information about IBC please visit hxxps://show.ibc.org/ P.S. For those who don't already know, I have a shareholding in Blackbird plc.
littleredrooster
12/8/2019
21:17
hTTps://uk.advfn.com/stock-market/stock-news/80521889/bolton-says-u-s-strongly-backs-brexit-even-if-no Bolton Says U.S. Strongly Backs Brexit Even if No EU Deal Is Reached Date : 12/08/2019 @ 20:37 Source : Dow Jones News By Vivian Salama LONDON -- President Trump's national security adviser said he told British Prime Minister Boris Johnson the administration would strongly support the United Kingdom's exit from the European Union in late October -- deal or no deal. John Bolton was the highest level U.S. official to meet with Mr. Johnson during a visit Monday to London. Mr. Bolton held meetings with the country's new government looking to kick-start trade and defense talks and convey the administration's support amid uncertainty about what Britain's exit from the EU would look like. Mr. Bolton told reporters that if Mr. Johnson decided to exit from the EU without a deal on Oct. 31, "We are supporting that enthusiastically." He said he told British officials: "That's what i'm trying to convey. We're with you, we're with you." Mr. Johnson's rising threats to take Britain out of the EU with or without a deal by the Oct. 31 deadline have increased the once-remote prospect of a no-deal Brexit. Officials on both sides have revived planning aimed at reducing disruption ranging from information campaigns, planning of emergency transport for essentials like medicines to accelerated hiring of customs officers. A spokesperson for Mr. Johnson said he joined a meeting at Downing Street between senior officials and Mr. Bolton, in which they discussed "the close U.K.-U.S. trading relationship and our shared commitment to an ambitious free-trade agreement once the U.K. leaves the EU." Mr. Trump has been an outspoken advocate for Britain's exit from the EU and criticized former Prime Minister Theresa May over her handling of talks. The negotiations are in their third year following a referendum in which British voters narrowly backed leaving the EU. Mr. Trump has repeatedly praised Mr. Johnson, suggesting he would do well as Britain's head of government. Messrs. Trump and Johnson also spoke by telephone Monday -- their third conversation in less than three weeks since Mr. Johnson became prime minister. The two men are scheduled to meet later this month in France at the Group of 7 summit. Adhering to the wishes of the Brexit referendum "is a statement about democratic rule and a statement of government," Mr. Bolton said. "That's important for Britain but important for the United States too." The EU has said the separation deal reached with Mr. Johnson's predecessor, but rejected by U.K. lawmakers three times, isn't up for negotiation. Mr. Bolton said that British officials were hoping for a "sector-by-sector" focus on trade discussions, with their priorities focused on financial services and some aspects of trade, such as manufactured goods. Write to Vivian Salama at vivian.salama@wsj.com
littleredrooster
12/8/2019
20:46
hTTp://www.netimperative.com/2019/08/huawei-reveals-own-operating-system-harmonyos-ahead-of-android-ban/ Huawei reveals own operating system HarmonyOS ahead of Android ban August 12, 2019 Huawei has officially announced HarmonyOS, the operating system developed to replace its reliance on Android. The Chinese tech giant said the operating system, a microkernel-based distributed OS, can be used in everything from smartphones to smart speakers, wearables, and in-vehicle systems to create a shared ecosystem across devices. The operating system will be released as an open-source platform worldwide to encourage adoption. Although the Chinese tech giant said it would continue to use Android, if the US continued with sanctions it had a fall-back plan. Huawei has launched its new HarmonyOS The software, known as Hongmeng in China, isn’t really a direct replacement for Android, according to Richard Yu, who heads its consumer business group. “HarmonyOS is completely different from Android and iOS. It is a microkernel-based, distributed OS that delivers a smooth experience across all scenarios,” Yu said. The microkernel design refers to minimising the amount of software interacting with the hardware of the computer devices to keep things secure and fast. The operating system, which is the software that allows apps to run, will effectively be the same across different consumer devices manufactured by Huawei – including smartphones – and potentially those developed by other companies too. Google revoked Huawei’s license to use Android on it smartphones back in May in compliance with sanctions issued by the White House. Although the White House issued a temporary reprieve to the export blacklist which prevented Google from providing Huawei with its licensed version of Android, that is set to expire later this month. Although the Chinese smartphone maker could continue to use an open-source version of Android on its phones, these devices would not receive security updates or access to the Google Play app store. The market for HarmonyOS will be based in China, but Huawei stated it would seek to expand to the global market after the foundations were laid at home. 154 people are talking about this
littleredrooster
08/8/2019
14:24
The fate of such a deal is largely in US hands hTTps://uk.advfn.com/stock-market/FTSE/UKX/share-news/UK-Steps-Up-Efforts-for-a-Trade-Deal-With-US/80498875 UK Steps Up Efforts for a Trade Deal With US 08/08/2019 9:19am Dow Jones News By WSJ City British Prime Minister Boris Johnson's government launched a charm offensive in Washington this week in a bid to secure a trade deal with the US quickly after the UK leaves the European Union. KEY FACT --- British law makers met with members of the Trump administration to lay the groundwork for a deal. --- British Foreign Secretary Dominic Raab met with President Trump on Wednesday. --- After his meeting, Raab said the UK government is aims to complete a bilateral agreement with the US. --- Trade Secretary Liz Truss met with US Trade Representative Robert Lighthizer earlier in the week. --- British officials hope more contentious aspects, such as position of the NHS could be settled and fleshed out at a later date. --- The UK is also seeking trade deals with other countries, including Canada, which Raab visited on Tuesday. Why This Matters The fate of such a deal is largely in US hands. A quick deal could limit the US's ability to use a trade deal to pry open access to other parts of the UK market, including government procurement, access to Britain's National Health Service and relaxing British agricultural standards. The UK has already held six meetings with US officials to lay the foundations of a trade a deal. However, under EU rules, the UK isn't allowed to sign one until it has formally left the bloc. The British government is considering ignoring this restriction, say people familiar with the matter, a strategy that would risk harming relations with the bloc. A fuller story is available on WSJ.com
littleredrooster
05/8/2019
12:29
Annual revenues in the global cloud infrastructure market are expected to roughly triple over the next three years to $133 billion To put this in context, Berkshire Hathaway's cash pile has reached a record $122bn.
littleredrooster
01/8/2019
14:29
Annual revenues in the global cloud infrastructure market are expected to roughly triple over the next three years to $133 billion, led by AWS and Microsoft's Azure cloud business hTTps://uk.advfn.com/stock-market/NASDAQ/AMZN/share-news/Amazon-Reigns-Over-Cloud-Market/80432812 Amazon Reigns Over Cloud Market 30/07/2019 11:48pm Dow Jones News By Angus Loten Amazon.com Inc. continues to dominate the market for basic computing resources that companies access online, largely by outspending its rivals on data centers and other physical resources, corporate tech executives and industry analysts say. Annual revenue from Amazon Web Services, or AWS, grew 27% last year to $15.5 billion, representing nearly half of the $32.4 billion in total revenues generated by providers in the global cloud infrastructure market, Gartner Inc. said in a report this week. Microsoft Corp., its closest rival, captured roughly 15% of the market, up from 12.7% in 2017. No other cloud provider broke 10%, the report said. By moving to the cloud, companies are outsourcing their computing needs: Cloud infrastructure services use their own data centers to provide companies with the raw computing components they have traditionally run in costly in-house data centers. This includes servers, storage, networking and other hardware that cloud-services companies offer on a pay-as-you-go basis. "AWS is a dominant leader in this space because of their size and scale, " said Chris Smith, vice president of cloud architecture at Unitas Global LLC, a Los Angeles-based hybrid cloud-services company that is a customer of AWS. He said AWS has "built an incredible ecosystem to support the variety and scale of needs required by their customers." Amazon's position shows that "scalability matters" for chief information officers and other senior enterprise information-technology managers choosing a cloud infrastructure vendor, Gartner vice president Sid Nag said in a research note. "Right now, AWS is the furthest in terms stability, scalability and product set," said Fred Lee, chief technology officer at online auto dealership Cars.com, an AWS customer. Amazon, a cloud market pioneer, on Tuesday launched a network of new data centers in Bahrain, raising the total number of what the company calls "availability zones" to 69 across 22 geographic regions. Each zone contains interconnected data centers. The sheer scale of Amazon's network of data centers provides users with ready and reliable access to secure computing power. The company said it plans to build nine new zones in Indonesia, Italy and South Africa. The expansion is aimed at meeting the rising demand from business customers for the computer capacity needed to deploy artificial intelligence, data analytics and other advanced capabilities, the company said. AWS customers include large companies such as Dole Food Co., Hess Corp. and McDonald's Corp., as well as thousands of startups and small businesses. Annual revenues in the global cloud infrastructure market are expected to roughly triple over the next three years to $133 billion, led by AWS and Microsoft's Azure cloud business, according to Forrester Research. Amazon last week reported $8.4 billion in sales by AWS in the latest quarter, a 37% increase from the year-earlier period. Operating income in its cloud-computing business rose 29% to $2.1 billion, the company said. Part of Amazon's dominance in the market is simply the result of deep pockets, Forrester says. It estimates that AWS spends billions of dollars every quarter building new data centers or expanding existing ones. Apart from Microsoft, most cloud-market challengers are struggling to keep up as Amazon pours more cash into its physical resources, according to Forrester. "We manage millions of customer interactions every day, so we need the ability to scale our IT environment," said Zviki Ben-Ishay, chief executive and co-founder of Lightico Ltd., a Tel Aviv- and New York-based startup that uses AWS to develop customer collaboration software for contact centers. Scale was also a key factor for Kevin Freiburger, director of identity programs at Valid SA, an identity management and biometric matching software maker based in Rio de Janeiro. He said the company chose AWS for a recent job to update Vermont's driver's license issuing system because its giant data-center network is able to automatically scale as demand increases, among other factors. "Our projects are a massive software undertaking and require instant access to infrastructure," Mr. Freiburger said. "We do not have time in a 12-month project to lose three months preparing the data center so that we can start deploying software," he said. Write to Angus Loten at angus.loten@wsj.com
littleredrooster
29/7/2019
10:12
We look forward to the second half of 2019 hTTp://uk.advfn.com/stock-market/london/globaldata-DATA/share-news/GlobalData-PLC-Unaudited-Interim-Report/80413417 GlobalData PLC Unaudited Interim Report 29 July 2019 GlobalData Plc Unaudited Interim Report For The Six Months Ended 30 June 2019 "Revenue growth drives further margin improvement" Financial Highlights -- Enhanced visibility on revenue, improved margin and strong operating cash flow. -- Group revenue increased by 18% to GBP88.5m (2018: GBP75.0m). -- Organic revenue growth (1) of 10%. -- Deferred revenue (7) increased by 15% to GBP77.2m (30 June 2018 restated: GBP67.2m), which represented 13% organic growth. -- Adjusted EBITDA(2) increased by 53% to GBP22.3m (2018: GBP14.6m), with margin of 25.2% (2018:19.4%). -- Adjusted profit before tax(4) increased to GBP19.4m (2018: GBP12.6m). Statutory profit before tax of GBP5.2m (2018: loss GBP4.2m). -- Cash flow from continuing operations increase of 97% to GBP34.1m (2018: GBP17.3m). -- Interim dividend increase 43% to 5.0 pence per ordinary share (2018: 3.5 pence). Operational Highlights -- Our financial results demonstrate our progress towards becoming a world leading data and analytics business, with a proven business model. -- Continued product investment has focused on an enhanced user interface and integration of additional data sets and tools within our multi-industry platform, to give our clients a richer experience with greater insight. -- Integration of the Research Views businesses has been successful and our shift to a single product platform and centralised operating model is now complete. Mike Danson, Chief Executive Officer of GlobalData Plc, commented: "The first half results reflect the product development and integration since the acquisition of Research Views in April 2018. Our vision of creating a differentiated world-class product, that is integral to professionals across the world's largest industries, has been consistent throughout our development. We look forward to the second half of 2019 in which we expect to further leverage the GlobalData platform, and we do so on the back of some very encouraging metrics in the first six months. Our results demonstrate the focus we have placed on our business model fundamentals and show the Group at an inflection point with further accelerated growth and margin improvement expected across the medium term."
littleredrooster
21/7/2019
14:48
hTTps://uk.advfn.com/stock-market/NASDAQ/GOOG/share-news/Tech-Rally-Powers-Record-Gains-for-Stocks/80367029 Tech Rally Powers Record Gains for Stocks 21/07/2019 10:59am Dow Jones News By Amrith Ramkumar The biggest technology companies are propelling major U.S. indexes' record run, highlighting investor enthusiasm for the hottest stock sector as economic growth softens. Together, Microsoft Corp., Apple Inc., Amazon.com Inc. and Facebook Inc. have accounted for 19% of the S&P 500's total return this year, according to S&P Dow Jones Indices data through Thursday. That rate is roughly in line with the contributions made by the biggest tech stocks in 2017 and much of last year, before a fourth-quarter reversal helped roil markets. Giant asset managers including Vanguard Group, State Street Corp. and T. Rowe Price Associates Inc. generally increased their stakes in these firms as well as Alphabet Inc. and Netflix Inc. in the first quarter of the year, FactSet data show. The concentrated gains contrast with much of the market. Seven of the S&P 500's 11 sectors remain solidly below records, and shares of small companies that stand to benefit if the Federal Reserve cuts interest rates are well below their recent peaks. The divergence shows investors are putting a premium on assets that offer the prospect of significant growth, which is perceived as scarce with falling rates and lukewarm economic data. Investors in the coming days will weigh second-quarter results from Amazon, Alphabet and Facebook, while Apple is set to report July 30. "Many people just want them whether interest rates are rising, declining or staying where they are," said Jamie Cox, managing partner at Harris Financial Group, which owns shares of Microsoft and Amazon and has been increasing its position in Microsoft recently. Fears that trade tensions will slow global growth have kept many investors cautious, pushing them toward the FAANG stocks -- Facebook, Amazon, Apple, Netflix and Google parent Alphabet -- as well as Microsoft. Many view these firms as less dependent on economic activity and attractive because they tend to participate in hot areas for investment such as cloud computing and artificial intelligence. "If you don't own a core holding in some of the leaders, you might be missing out," said Mona Mahajan, U.S. investment strategist at Allianz Global Investors. "Those few names are probably benefiting disproportionately because they have real growth stories behind them." At the same time, some investors are keeping an eye on signs the rally might be vulnerable. Netflix, among the most popular shares in recent years, tumbled more than 10% Thursday after subscriber data in its latest quarter disappointed Wall Street. Fund managers surveyed by Bank of America Merrill Lynch earlier this month ranked U.S. tech stocks the second-most-crowded trade across markets, trailing only U.S. Treasurys. Crowded trades are ones viewed as so likely to pay off that bad news often results in large losses. "The ones we tend to be a little more leery about are the ones that are growing just because of momentum," said Omar Aguilar, chief investment officer for equities and multiasset strategies at Charles Schwab Investment Management. The FAANG group and Microsoft are in the top 10% of most crowded S&P 500 stocks, according to an analysis by Ann Larson, managing director of global quantitative research at AllianceBernstein. Her firm uses a model to assess popular trades that factors in top holdings by active managers, stakes they have been building in the past several quarters, earnings estimates, stock performance and bank analyst ratings. The analysis also shows that technology is currently the most crowded sector. The biggest tech firms aren't the only ones benefiting. Semiconductor stocks have recovered from a dismal May and climbed in five consecutive weeks even as companies warn that tariffs are hurting their businesses. Shares of smaller social-media companies are rallying in lockstep, with Twitter Inc. up 28% in 2019 and Snap Inc., the parent company of Snapchat, more than doubling this year. Some of those companies are expected to record losses or slower profit growth moving forward, but investors say their gains illustrate a continuing search for greater returns as global bond yields fall. Yields decline as bond prices rise and have plumbed multiyear lows recently. The rally is increasing attention on whether stocks are too expensive based on common valuation metrics. The information-technology sector now has a price/sales ratio of 4.6, FactSet data based on revenues in the past year show, while the broader S&P 500 has a ratio of 2.15. Facebook, Netflix and Microsoft have much higher valuations based on sales than Amazon and Apple. But those concerns have prevailed for years, and some say the time hasn't come to act on them. "The playbook says invest in higher-quality names during times like these, and people are following the playbook," said Brent Schutte, chief investment strategist at Northwestern Mutual Wealth Management. Write to Amrith Ramkumar at amrith.ramkumar@wsj.com
littleredrooster
20/7/2019
15:04
Blackbird current valuation £20m. Invest at your own risk. Anyway, it's a good read. hTTp://www.streamingmediaglobal.com/Articles/Editorial/Featured-Articles/Blackbird-Plans-Launch-into-Video-Distribution-133092.aspx Blackbird Plans Launch into Video Distribution The firm is best known for postproduction, but its underlying compression technology is being commercialised to solve latency and buffering in live streaming By Adrian Pennington Posted on July 17, 2019 "Blackbird, a developer of cloud-native postproduction tools, is moving into video distribution. Blackbird Player is built around core compression technology originally devised three decades ago by R&D director Stephen Streater. The player is likely to debut in prototype at IBC in September. "We know video streaming is challenged by latency with recent major sports events streamed live suffering from costly buffering," says Blackbird chief executive Ian McDonough. "We also know that watching video currently is a very passive experience for people, because they can't manipulate content. We have the technology to help solve these needs." McDonough adds, "Rights holders are frustrated by not being able to allow their fans to clip and share video of a sport. With Blackbird Player, users will have instant access to any part of the video and to be able to share it over social, instantly and securely.""
littleredrooster
19/7/2019
14:40
hTTps://uk.advfn.com/stock-market/NASDAQ/MSFT/share-news/Cloud-Lifts-Microsoft-Revenue-To-Record-WSJ/80361205 Cloud Lifts Microsoft Revenue To Record -- WSJ 19/07/2019 8:02am Dow Jones News By Asa Fitch "Revenue in Microsoft's cloud-computing businesses, which accounted for about a third of sales in the period, rose 39%. The company's transition to offering customers subscriptions to cloud-based versions of its Office productivity suite and other popular programs has helped propel that growth. So has the popularity of Azure, a cloud service that is second in size only to Amazon.com Inc.'s AWS. There are no signs that Microsoft's fortunes will reverse anytime soon. Chief Financial Officer Amy Hood told analysts that the current fiscal year should again see double-digit sales growth. Still, while cloud-computing sales are growing fast, the business also is increasingly competitive. Alphabet Inc.'s Google and China's biggest tech companies are vying for their share. Google last year poached a top Oracle Inc. executive to run its cloud business as it seeks to challenge Azure and AWS. International Business Machines Corp. recently closed its $34 billion purchase of open-source software giant Red Hat, as it gears up to compete for cloud contracts. Research company Gartner Inc. forecast in April that spending on cloud services would rise nearly 18% this year, topping $214 billion. AT&T Inc. said Wednesday that it is shifting most internal business applications used by its biggest unit to Azure, in part to cut costs. That came a day after AT&T announced a separate cloud deal with IBM. Microsoft shares traded up more than 2% after-hours Thursday following the earnings report. Investors have rewarded the company's recent success by pushing its stock to a record close earlier in the week and giving it a market capitalization north of $1 trillion. Mr. Nadella credited deep partnerships with companies in every industry with propelling Microsoft's strong performance in the latest period. Since taking over in early 2014, Mr. Nadella has guided Microsoft through a major reorientation of the business, making up for slowing sales of Windows by expanding in other areas. That has put Microsoft back at the pinnacle of the tech industry after years of struggle to find its way as computing shifted to mobile from desktop computers. The rise of cloud computing has been central to the success of that retooling. Azure revenue in the latest quarter grew 64% from a year earlier, Microsoft said, though the pace has been moderating as the business got bigger."
littleredrooster
17/7/2019
14:35
hTTps://uk.advfn.com/stock-market/NASDAQ/FB/share-news/Bitcoin-Loses-Almost-a-Third-of-Its-Value-as-Libra/80343732 Bitcoin Loses Almost a Third of Its Value as Libra Hype Fades 17/07/2019 9:22am Dow Jones News By Steven Russolillo Facebook Inc.'s struggle to convince lawmakers it can create a viable cryptocurrency is rubbing off on bitcoin. The world's most popular cryptocurrency has fallen sharply as regulatory scrutiny of Facebook's ambitious plan to release its own digital coin, called Libra, has spoiled bitcoin's big rally this year. The price of bitcoin recently slid to $9,300, according to research site CoinDesk. It has lost almost a third of its value after trading above $13,000 a week ago, which was near its high for the year. Enthusiasm about Facebook's plans drove much of the earlier rally. There was hope that Libra would bring widespread cryptocurrency adoption and legitimize the industry, from which bitcoin would benefit. Then the criticism started piling in. Federal Reserve Chairman Jerome Powell last week said he had "serious concerns" about the social-media giant's plans. President Trump criticized bitcoin and said Libra would have "little standing or dependability." During the weekend, the industry was dealt another blow when a popular cryptocurrency called Tether--whose value is pegged to the dollar--was briefly subject to a "fat-finger" error that caused bitcoin's price to drop sharply. On Monday, Treasury Secretary Steven Mnuchin raised national security concerns about Libra and said people in the past had tried to use cryptocurrencies for illegal means. Facebook faced questioning on Tuesday from U.S. senators, who said they don't trust the company to operate a global cryptocurrency. That is partly because there isn't a clear regulatory framework for digital assets. Democratic Sen. Sherrod Brown compared Facebook to a "toddler who has gotten his hands on a book of matches." Ethan Hou, a 30-year-old cryptocurrency trader in Taiwan, said he woke up in the middle of the night to follow the Senate hearing and the market reaction. He said he sold some of his bitcoin holdings and expects more downside in the short term. "Watching the grilling that Facebook was getting from Congress, there is a lot of negative sentiment around the market," he said. Mr. Hou said he is broadly optimistic about the future of bitcoin and other cryptocurrencies, given Facebook managed to get large companies including Mastercard Inc. and PayPal Holdings Inc. to back its plans for Libra. Others remain skeptical of the benefits Libra could bring for users. "What legitimate corporate or consumer global payments need exists that a Facebook-led crypto consortium can uniquely fill? In our view, none," Morgan Stanley analysts said in a note on Tuesday. Facebook executive David Marcus told the Senate Banking Committee on Tuesday plans for Libra won't move forward until the company has "fully addressed regulatory concerns and received appropriate approvals." The company will face more questioning from the House Financial Services Committee on Wednesday. Write to Steven Russolillo at steven.russolillo@wsj.com
littleredrooster
06/7/2019
13:47
The FCC already has approved nearly 13,000 low-Earth orbit satellites hTTps://www.bloomberg.com/news/articles/2019-07-05/amazon-asks-to-join-broadband-space-race-with-elon-musk-s-spacex Chasing SpaceX, Amazon Seeks to Launch 3,236 Internet Satellites By Todd Shields 5 July 2019, 17:26 GMT+1 * Bezos company asks FCC to approve Kuiper satellite system * Spacecraft to deliver broadband to millions around the globe Amazon.com Inc. asked for U.S. permission to launch 3,236 communications satellites, joining a new space race to offer internet service from low orbits and challenge the fleet planned by Elon Musk’s SpaceX. Amazon in a July 4 filing told the Federal Communications Commission its Kuiper satellites will deliver broadband to tens of millions of consumers and businesses that now lack adequate access to the internet. The agency coordinates trajectories and radio-frequency use. The FCC already has approved nearly 13,000 low-Earth orbit satellites. Those include 11,943 for Musk’s Space Exploration Technologies Corp., which launched an initial batch of 60 spacecraft in May. At low-Earth orbit -- altitudes of 112 to 1,200 miles (or about 180 to 2,000 kilometers) -- satellites need to race around the globe to stay aloft, completing orbits in as little as 90 minutes. As one moves toward the horizon it will hand off signal duties to the next satellite coming by. Many satellites are needed if continuous, widespread coverage is the goal. Amazon in its FCC application said its satellites would operate at altitudes of about 370-to-390 miles (590-to-630 kilometers). Long-Term Project Amazon Chief Executive Officer Jeff Bezos last month said the Kuiper project will cost “multiple billions of dollars.” The project is separate from Bezos’s space launch vehicle maker, Blue Origin LLC. “This is a long-term project that envisions serving tens of millions of people who lack basic access to broadband internet,” Amazon said in a statement in April, when the company’s satellite program first became public in a filing with the International Telecommunications Union. In its FCC filing, Amazon said it will help serve U.S. communities “by offering fixed broadband communications services to rural and hard-to-reach areas.” The Kuiper System will help mobile network operators to expand wireless services, Amazon said in its application. It also offered the prospect of “high-throughput mobile broadband connectivity services for aircraft, maritime vessels, and land vehicles.” Amazon cited FCC studies that say 21 million Americans lack fixed, residential broadband and 33 million Americans don’t have access to speedy mobile service. Worldwide, 3.8 billion people remain without fast and reliable broadband service, according to the application. — With assistance by Matt Day
littleredrooster
27/6/2019
15:00
it has never been forced by a court to pay fines for stealing secrets That's not quite the same as being innocent. hTTps://uk.advfn.com/stock-market/stock-news/80222399/news-highlights-top-company-news-of-the-day "Huawei Hits Back at Claims It Steals Secrets Chinese technology giant Huawei defended itself against allegations that it violates other companies' intellectual-property rights, saying it has never been forced by a court to pay fines for stealing secrets." hTTps://www.theregister.co.uk/2019/06/27/huawei_firmware_vulnerability_study/
littleredrooster
24/6/2019
22:05
$100bn European listing and the wrong envelopes were dispatched to shareholders. hTTps://www.ft.com/content/daa5ddc2-942d-11e9-b7ea-60e35ef678d2 South Africa’s Naspers postpones planned $100bn European listing Administrative error forces group to delay Dutch move until September Joseph Cotterill in Johannesburg June 21, 2019 South Africa’s Naspers delayed its planned $100bn European listing of global internet assets, which includes a large stake in China’s Tencent, after the wrong envelopes were dispatched to shareholders. Johannesburg-listed Naspers said on Friday that it would postpone listing what is likely to be Europe’s biggest consumer internet group until September, following the administrative error by an external service provider. The listing on the Euronext Amsterdam, a landmark in the rise of Africa’s most valuable listed company as a global investor, was originally scheduled for July 17. Naspers, which also announced results for the year ending in March on Friday, said that the outside company mixed up names and addresses on circulars sent to shareholders ahead of a meeting this month to consider the listing. “This could in some cases lead to confusion” and the company has delayed the meeting to August “so as to allow all shareholders equal opportunity to fully consider the circular and resolution,” Naspers said. The listing is aimed at reducing a significant discount in Naspers’ share price that is being driven by the sheer size of its investment in Tencent, which it has held since 2001. The company’s 31 per cent stake in the Chinese gaming giant — of which it sold a portion last year — has pushed its value to about a quarter of the Johannesburg stock market. South African investors have been forced to sell the stock to cut down on concentration risk as a result. Naspers plans to retain about 75 per cent of the vehicle, which has been named Prosus, the company said on Friday. It will also include assets such as Russia’s mail.ru and India’s Swiggy as well as internet classifieds. The free float of about 25 per cent will be offered to shareholders and is also likely to be snapped up by European investors as the company will enter major stock indices. Prosus will have a secondary listing in Johannesburg. Naspers increased trading profits by 10 per cent to $3.3bn during the 12 months ending in March, a year in which it spun off its African pay-TV arm, MultiChoice, in Johannesburg. “Naspers enters the 2020 financial year as a fundamentally different group, with virtually all revenues now generated from online activities, and is well positioned as a global consumer internet group,” the company said. The group invested more than $3bn during the period as it expanded segments including classifieds, food delivery and payments. Naspers reported $6.3bn in cash after it reduced its Tencent stake for the first time ever last year, and sold a stake in India’s Flipkart.
littleredrooster
21/6/2019
15:43
hTTps://www.sharecast.com/news/press-round-up-short-premium/friday-newspaper-round-up-monsoon-accessorize-woodford-slack-facebook-currency--6744298.html 21 Jun, 2019 Friday newspaper round-up: Monsoon Accessorize, Woodford, Slack, Facebook currency "The governor of the Bank of England has warned Facebook that its planned digital currency would have to meet strict regulations before being adopted by the public. In the annual Mansion House speech Mark Carney said: “The Bank of England approaches Libra with an open mind but not an open door.” – The Times"
littleredrooster
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