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In 1Q16, $ORCL's SaaS and PaaS revenues grew 38% YonY and 8% QonQ. Billings grew 70% again much faster than Salesforce or Workday. Bookings were 426MM, grew 165% for 1Q. $ORCL added 612 new SaaS customers and 616 customers expanded their SaaS. $ORCL new customer adds were HCM 166, in CX were 280 and in Hyperion EPM were 200.
Visa ($V) set to release it earning after market close today. With new CEO resigning so close to the earnings, should we expect to see any surprises? Visa has been making strong moves with Visa Europe acquisition, partnership with PayPal and a 15% increase if quarterly dividends.
Kimberly Clark Corp ($KMB) has been in decline for most of the year, the stock has also not been getting any analyst love. Will today’s earnings break the trend? Revenue has been up and down in the last four quarters, let us see what this quarter brings.
$KMB down close to 4% after it misses on earnings and revenue. Forecasts are lower for the year.
It is official, with $T buying $TWX, it looks like distributors want to own the content production too. Expect some good competition between Netflix ($NFLX), AT&T, Comcast ($CMCSA) and others. However, will this be good for the consumers will not be decided soon.