Prosperity88
2021-11-17
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Credit Suisse jumps into software with coverage of 22 companies
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On Monday, Splunk (SPLK) said Chief Executive Doug Merritt is stepping down after six years at the data-management software company.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Credit Suisse jumps into software with coverage of 22 companies</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCredit Suisse jumps into software with coverage of 22 companies\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-17 08:31 GMT+8 <a href=https://seekingalpha.com/news/3771537-credit-suisse-on-software><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Credit Suisse dove headfirst into the software sector, Tuesday, as analyst Phil Winslow initiated or assumed coverage on 22 software companies, including giants such as Microsoft(NASDAQ:MSFT), Oracle(...</p>\n\n<a href=\"https://seekingalpha.com/news/3771537-credit-suisse-on-software\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADBE":"Adobe","MSFT":"微软","ORCL":"甲骨文"},"source_url":"https://seekingalpha.com/news/3771537-credit-suisse-on-software","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1167083233","content_text":"Credit Suisse dove headfirst into the software sector, Tuesday, as analyst Phil Winslow initiated or assumed coverage on 22 software companies, including giants such as Microsoft(NASDAQ:MSFT), Oracle(NYSE:ORCL)and Adobe(NASDAQ:ADBE).\nWinslow started his new coverage by referring to Marc Andreessen's 2011 statement in which he said, \"Software is eating the world,\" by saying that now, \"Software is life.\"\n\"Much of the debate about the software industry, publicly traded or privately held, is still around valuation, as opposed to the long-duration value creation potential of the best companies,\" Winslow said.\nWinslow started his coverage of Oracle (ORCL), ServiceNow(NYSE:NOW), Workday(DAY), Splunk (ORCL), VMware(NYSE:VMW), Zscaler(NASDAQ:ZS), Snowflake(NYSE:SNOW), Autodesk(NASDAQ:ADSK), UiPath(NYSE:PATH), MongoDB(NASDAQ:MDB)and Confluent(NASDAQ:CFLT)with outperform ratings, and also assumed coverage of Microsoft (MSFT), Salesforce(NYSE:CRM)and Palo Alto Networks(NASDAQ:PANW)and their outperform ratings.\nWinslow set neutral ratings on Adobe (ADBE), Workday(NASDAQ:WDAY), Zendesk(NYSE:ZEN), Palantir Technologies(NYSE:PLTR), Cloudflare(NYSE:NET)and Zeta Global Holdings(NYSE:ZETA), and started coverage of Check Point Software(NASDAQ:CHKP)and Teradata(NYSE:TDC)at underperform.\nEven with software having what he called an \"outsized influence\" on the stock market, and the strategic paths many companies have taken, Winslow said he believes the industry \"is still in the early stages of disruptive and powerful technological advances.\"\nWith regards to some of the companies in his coverage, Winslow said that for at least the next five years, Microsoft (MSFT) should deliver \"mid-to-high teens revenue growth\" that will be driven by 20% growth in its Intelligent Cloud business.\nWinslow said that he is impressed by Adobe's (ADBE) \"successful transition to subscription[s], which increased the value of its large creative and document-centric installed bases,\" but that those positive items are already reflected in the company's current stock price valuation.\nWinslow said Splunk's(NASDAQ:SPLK)stock price hasn't reflected the growth of company's core products, its shift to the cloud, or its expansion into data-streaming, which he said should grow the company's recurring revenue by 25% to 30% annually. On Monday, Splunk (SPLK) said Chief Executive Doug Merritt is stepping down after six years at the data-management software company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":15,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/871472069"}
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