قالب وردپرس درنا توس
Home / Business / Microsoft and Cisco play with Adobe

Microsoft and Cisco play with Adobe




<div _ngcontent-c16 = "" innerhtml = "

(Photo: John MACDOUGALL / AFP) (Photo: JOHN MACDOUGALL / AFP / Getty Images)

Technology giants Microsoft and Cisco Systems are playing Fang with a smaller one Technology Companies ̵

1; Adobe Systems.

On Wall Street, this is.

Microsoft and Cisco Stocks were big winners on Wall Street, having gained 215.40% and 84.41% over the past five years. [19659003] But there were better winners, such as Adobe Systems, which gained 459.51% over the same period – see Table 1.

Table 1

Company 5-year performance
Microsoft 215.40%
Adobe Systems 459.51
Cisco Systems 84.41
NASDAQ 136, 84

Source: Finance.yahoo.com 8/15/2018

Adobe's superior performance on Wall Street may be surprising to some and Cisco Systems were the technology powerhouses. They rank # 3 and # 16 among Forbes World's most valuable brands, compared to a ranking of $ 80 for Adobe Systems – see

. Table 2

Additionally, Adobe Systems has a "tiny" market capitalization on Wall Street of 7.3 Billion dollars. compared to $ 98.4B for Microsoft and $ 48.1B for Cisco Systems – see Table 2.

Table 2

Adobe, Cisco and Microsoft ranking in the world's most valuable brands

Company Rank Market Capitalization
Microsoft 3 $ 98.4B
Cisco Systems 16 $ 48.1B
Adobe Systems 80 $ 7.3

Source : Forbes.com and Finance .yahoo.com 8/15/18

How did Adobe do it? With the early adoption of Software as a Service (SaaS)

this is a business model that stores software centrally and licenses it on a subscription basis.

Adobe "wrote the book" on SaaS says Tien Tzuo, author of subscribed to . Back in 2012, the company got rid of its software floppy disks and upgrades by moving its Creative Suite software to the cloud and charging customers a monthly access fee.

Saas has brought steady sales and monitoring costs with its software and low sales transactions. "In three years, Adobe Creative

has grown from almost no subscription revenue to a virtual 100 percent subscription model," says Tzuo.

Thus, the company has beaten both Microsoft and Cisco Systems in terms of operating margin and PEG Wall Street – see Table 3.

Table 3

Company Operating Margins PEG (5 years expected )
Microsoft 31.77 2.06
Adobe Systems [19659044] 31.97 1.58
Cisco Systems 25.78 1.83

Source: Finance. yahoo.com 8/15/18

But that has changed recently. Both Microsoft and Cisco Systems have introduced their own SaaS business model.

Microsoft's Commercial Cloud business reached $ 20 billion in 2018, and its Office 365 business outperformed its traditional licensing business.

Meanwhile, Cisco has moved to an "all-in service". A subscription model that is. And that has helped the technology company manage its flat hardware business while looking for software and service capabilities.

"Cisco not only manages a reliable, albeit relatively flat hardware business as it strives for growth in software and services," says Tzuo. "It includes subscriptions in a broad, systemic way, from selling crates to sales results

Investors have taken notice to reduce Microsoft and Cisco's shares in Adobe's past 12 months – see Table 4.

Table

Company 12-month performance [19659010] Microsoft 49.63%
Adobe Systems 70.29
Cisco Systems 37.11
NASDAQ 25.84

Source: Finance.yahoo.com 8/15/2018

Disclosure: I own shares of MSFT

">

(Photo by John MACDOUGALL / AFP) [Photo credits reads JOHN MACDOUGALL / AFP / Getty Images]

Technology giants Microsoft and Cisco Systems play catch up with a smaller one (19659003) On Wall Street:

The shares of Microsoft and Cisco were big winners on Wall Street, gaining 215.40% and 84.41% over the last five years

there were better winners like Adobe Systems, which gained 459.51% over the same period – see Table 1.

Table 1

Company 5-year performance
Microsoft 215.40% [196590000] Adobe Systems 459,51
Cisco Systems 84,41
NASDAQ 136,84

Source: Finance.yahoo.com 8/15 / 2018

The superior performance of Adobe on Wall Street may be surprising to some, Microsoft and Cisco Systems were the technology force twerke. They rank # 3 and # 16 of Forbes World's most valuable brands, compared to a ranking of $ 80 for Adobe Systems – see

Table 2.

Also, Adobe Systems has a "tiny" market capitalization on Wall Street of 7.3 Billion dollars. compared to $ 98.4B for Microsoft and $ 48.1B for Cisco Systems – see Table 2.

Table 2

Adobe, Cisco and Microsoft ranking in the world's most valuable brands

Company Rank Market Capitalization
Microsoft 3 $ 98.4B
Cisco Systems 16 $ 48.1B
Adobe Systems 80 $ 7.3

Source : Forbes.com and Finance .yahoo.com 8/15/18

How did Adobe do it? With the early adoption of Software as a Service (SaaS)

this is a business model that stores software centrally and licenses it on a subscription basis.

Adobe "wrote the book" on SaaS says Tien Tzuo, author of subscribed to . Back in 2012, the company got rid of its software floppy disks and upgrades by moving its Creative Suite software to the cloud and charging customers a monthly access fee.

Saas has brought steady sales and monitoring costs with its software and low sales transactions. "In three years, Adobe Creative

has grown from almost no subscription revenue to a virtual 100 percent subscription model," says Tzuo.

Thus, the company has beaten both Microsoft and Cisco Systems in terms of operating margin and PEG Wall Street – see Table 3.

Table 3

Company Operating Margins PEG (5 years expected )
Microsoft 31.77 2.06
Adobe Systems [19659044] 31.97 1.58
Cisco Systems 25.78 1.83

Source: Finance. yahoo.com 8/15/18

But that has changed recently. Both Microsoft and Cisco Systems have introduced their own SaaS business model.

Microsoft's Commercial Cloud business reached $ 20 billion in 2018, and its Office 365 business outperformed its traditional licensing business.

Meanwhile, Cisco has moved to an "all-in service". A subscription model that is. And that has helped the technology company manage its flat hardware business while looking for software and service capabilities.

"Cisco not only manages a reliable, albeit relatively flat hardware business as it strives for growth in software and services," says Tzuo. "It includes subscriptions in a broad, systemic way, from selling crates to sales results

Investors have taken notice to reduce Microsoft and Cisco's shares in Adobe's past 12 months – see Table 4.

Table

Company 12-month performance [19659010] Microsoft 49.63%
Adobe Systems 70.29
Cisco Systems 37.11
NASDAQ 25.84

Source: Finance.yahoo.com 8/15/2018

Disclosure: I own shares of MSFT


Source link