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Mar 26, 2016
03/16
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BLOOMBERG
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all three of our growth businesses -- the creative cloud, adobe marketing cloud, and adobe document cloud did well. creative, as you know, we successfully reimagined the creative process by moving the business to the cloud. in the marketing business as well, we had a strong quarter. i think what is driving it is every single business around the world is talking about the impact of digital and how they have to put the customer front and center. our products and technology enabled them to make the transmit -- that transformation. we are seeing demand for digital, and that is boding well for adobe. emily: you are very close to completing the shift from subscription to license based sales. in what particular areas of the business using the most current strength? shantanu: i would say that we are through the heart of the transition. that is why we have talked about how the creative business will grow greater than 20% this year from the peak. the marketing cloud will grow at 20% this year. so, i think both of those businesses are certainly fueling their growth. thereative, it is all about mobil
all three of our growth businesses -- the creative cloud, adobe marketing cloud, and adobe document cloud did well. creative, as you know, we successfully reimagined the creative process by moving the business to the cloud. in the marketing business as well, we had a strong quarter. i think what is driving it is every single business around the world is talking about the impact of digital and how they have to put the customer front and center. our products and technology enabled them to make...
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Mar 19, 2016
03/16
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WCNC
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and did adobe surprise you? it was easy to get pulled in if you didn't watch "mad money" and the companies better off alone when i look at dupont's split. that's a speculative friday name there. i suggest you stick with cramer! >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter. have a question? tweet cramer, #madtweets. madmoney@cnbc.com or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. pet moments are beautiful, unless you have allergies. then your eyes may see it differently. only flonase is approved to relieve both itchy, watery eyes and congestion. no other nasal allergy spray can say that. when we breathe in allergens our bodies react by over producing six key inflammatory substances that cause our symptoms. most allergy pills only control one substance. flonase controls six. and six is greater than one. complete allergy relief or incomplete. let your eyes decide. flonase. 6>1 changes everything. working on my feet all day gave me pain here. in my k
and did adobe surprise you? it was easy to get pulled in if you didn't watch "mad money" and the companies better off alone when i look at dupont's split. that's a speculative friday name there. i suggest you stick with cramer! >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter. have a question? tweet cramer, #madtweets. madmoney@cnbc.com or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. pet moments are...
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Mar 22, 2016
03/16
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BLOOMBERG
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the creative cloud, the adobe marketing cloud did well. we have successfully re--- reimagined the creative process by moving the business to the cloud and in the marketing business, we had a very strong quarter. i think what is driving it is every single business around the world is talking about the impact of each bill and how they have to put the customer front and center. our products and technology enables us to make that transformation and that is voting well for adobe. emily: you are close to completing this shift from subscription to license-based sales. in what areas of the business are you seeing the most strength? shantanu: the creative , i would say through the heart of the transition, that is why we have talked about in the latest earnings how the creative is this is going to grow greater than 20% this year. that is from the peak. businessesh of those are fueling their growth. it is all about the mobile applications and video being consumed on mobile devices. on marketing, it is about re-platforming peoples core infrastructure
the creative cloud, the adobe marketing cloud did well. we have successfully re--- reimagined the creative process by moving the business to the cloud and in the marketing business, we had a very strong quarter. i think what is driving it is every single business around the world is talking about the impact of each bill and how they have to put the customer front and center. our products and technology enables us to make that transformation and that is voting well for adobe. emily: you are...
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Mar 27, 2016
03/16
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BLOOMBERG
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all three of our growth businesses -- the creative cloud, adobe marketing cloud, and adobe document cloud did well. creative, as you know, we successfully reimagined the creative process by moving the business to the cloud. in the marketing business as well, we had a strong quarter. i think what is driving it is every single business around the world is talking about the impact of digital and how they have to put the customer front and center. our products and technology enable them to make the transmit that transformation. we are seeing demand for digital, and that is boding well for adobe. emily: you are very close to completing the shift from subscription to license based sales. in what particular areas of the business are you seeing the most strength? shantanu: i would say that we are through the heart of the transition. that is why we have talked about in the latest earnings how the creative business will grow greater than 20% this year from the peak. the marketing cloud will grow at 20% this year. so i think both of those businesses are certainly fueling their growth. in creative, i
all three of our growth businesses -- the creative cloud, adobe marketing cloud, and adobe document cloud did well. creative, as you know, we successfully reimagined the creative process by moving the business to the cloud. in the marketing business as well, we had a strong quarter. i think what is driving it is every single business around the world is talking about the impact of digital and how they have to put the customer front and center. our products and technology enable them to make the...
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Mar 17, 2016
03/16
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CNBC
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take a look what he had to say about adobe. >> adobe was super cheap at 25 bucks because everybody was -- i think they were long sales force and short adobe. >> our goal is to take a company like adobe when they were ten times earning and make them go from old tech to new tech. >> i think they might have done it. what do you think? >> certainly. they have totally shifted their business to a more subscription based model that is absolutely positively working by looking at these arrs, recurring revenue metric. and that's very healthy. the stock has been very sloppy year to date. but this is a good story and it looks like they are raising guidance from some of the language we're getting in the press release. we don't know how much. i like it. >> this was a 2015 style stock, this was the kind of glamour growth stock, only down 6 or 7% year to date. how much do we pay for this great business, 30 times this fiscal year earnings but then you look at it growing 30% and at the end of the fiscal 2013, it's -- as long as numbers keep coming through. >> going back to what we were saying moments ag
take a look what he had to say about adobe. >> adobe was super cheap at 25 bucks because everybody was -- i think they were long sales force and short adobe. >> our goal is to take a company like adobe when they were ten times earning and make them go from old tech to new tech. >> i think they might have done it. what do you think? >> certainly. they have totally shifted their business to a more subscription based model that is absolutely positively working by looking at...
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Mar 18, 2016
03/16
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CNBC
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of data on adobe. one of the most exciting companies that nobody talks about. adobe, oracle, sales force, workday, all blowout numbers and all we did was take a cue from linkedin and tableau. >> which has not recovered as much as some think. >> because it's not a cloud play. it's a digital analysis play. ibm has more cloud than tableau, okay, watson? >> yes, sir. >> is your bracket busted? >> candidly this time we did not get a "mad money." i would have had yale. >> would have. >> sure would have. right, sure. >> just like i had them when r harvard beat them 27-27. >> you like them against duke? >> i like nova. big snowstorm on sunday, but i think nova will go further. i also like st. joe and temple. where every one of my relatives i went to. temple, only one comes out. two go in, one comes out. >> great time of year. see you tonight. >> absolutely. >>> when we return, a look at technicals of this market as we climb back to break even for the year. ahead of the apple event and that product unveil on mo
of data on adobe. one of the most exciting companies that nobody talks about. adobe, oracle, sales force, workday, all blowout numbers and all we did was take a cue from linkedin and tableau. >> which has not recovered as much as some think. >> because it's not a cloud play. it's a digital analysis play. ibm has more cloud than tableau, okay, watson? >> yes, sir. >> is your bracket busted? >> candidly this time we did not get a "mad money." i would have...
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Mar 17, 2016
03/16
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BLOOMBERG
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adobe has always been focused. but really focused on the two businesses and the big business of creative professionals exploding on the internet. emily: all right. thank you. stock we are watching, apple shares on the rise. the stock has climbed 8%. apple will unveil a smaller and cheaper iphone. analysts are out with a mixed outlook. a major apple supplier posted disappointing earnings. analysts say that is a bad sign. capital markets don't think they will report anything for apple's bottom line. we have full coverage monday. coming up, need a babysitter? a chef? a florist? airbnb may be able to help. add-on services coming later this year. tony makes a splash with a seriously price competitive vr headset. is it too late in the game? we discussed late in this hour. cory: airbnb -- emily: airbnb is branching out into customer travel experiences testing a service for hooking add-ons to your trip. internally it is being called magical traps. olnod to the brian chesky id disney. >> tests are going well. nothing is ann
adobe has always been focused. but really focused on the two businesses and the big business of creative professionals exploding on the internet. emily: all right. thank you. stock we are watching, apple shares on the rise. the stock has climbed 8%. apple will unveil a smaller and cheaper iphone. analysts are out with a mixed outlook. a major apple supplier posted disappointing earnings. analysts say that is a bad sign. capital markets don't think they will report anything for apple's bottom...
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Mar 18, 2016
03/16
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CNBC
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and people transitioning into a higher value adobe services. is that at least in the near term and medium term the extent of mobile modernization? the onramp and expansion of value for people already subscribed to want to do a little work on mobile? or is there more to come? >> well, mobile is a tail wind from two very differ perspectives. you're right on the creative side as we introduced new mobile applications as well as light room mobile we find that people are first experiencing the joys of how to create things by downloading our creative mobile applications and then find that as they juan to extend that creativity the desktop applications are best of breed and we had something like 20 million new i.d.s created by people first interacting with us on mobile. that's certainly one tail wind. the other tail wind for us on mobile is as you know, with the digital marketing business as people are completely transitioning their business to be a digital first experience for their customers mobile is where people are interacting whether it's for com
and people transitioning into a higher value adobe services. is that at least in the near term and medium term the extent of mobile modernization? the onramp and expansion of value for people already subscribed to want to do a little work on mobile? or is there more to come? >> well, mobile is a tail wind from two very differ perspectives. you're right on the creative side as we introduced new mobile applications as well as light room mobile we find that people are first experiencing the...
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Mar 27, 2016
03/16
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BLOOMBERG
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all three of our growth businesses -- the creative cloud, adobe marketing cloud, and adobe document cloud did well. creative, as you know, we successfully reimagined the creative process by moving the business to the cloud. in the marketing business as well, we had a strong quarter. i think what is driving it is every single business around the world is talking about the impact of digital and how they have to put the customer front and center. our products and technology enabled them to make the transformation. we are seeing demand for digital, and that is boding well for adobe. emily: you are very close to completing the shift from subscription to license based sales. in what particular areas of the business using the most strength? shantanu: i would say that we are through the heart of the transition. that is why we have talked about how the creative business will grow greater than 20% this year from the peak. the marketing cloud will grow at 20% this year. so, i think both of those businesses are certainly fueling their growth. in creative, it is all about the mobile applications that
all three of our growth businesses -- the creative cloud, adobe marketing cloud, and adobe document cloud did well. creative, as you know, we successfully reimagined the creative process by moving the business to the cloud. in the marketing business as well, we had a strong quarter. i think what is driving it is every single business around the world is talking about the impact of digital and how they have to put the customer front and center. our products and technology enabled them to make...
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Mar 25, 2016
03/16
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BLOOMBERG
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i caught up with the adobe ceo. the company is in the midst of an effort to shift its product lineup from desktop to the cloud. adobe shares were higher after the latest report. shares and profits beat estimates for the first quarter. adobe boosted its forecast for the full year. i spoke with the ceo in las vegas, asking him how he looks at his business. shantanu: we had a strong quarter across the board. all three of our growth businesses, the creative cloud, adobe marketing cloud, and adobe document cloud did well. we had successfully reimagined the creative process in moving the business to the cloud. in the marketing business as well, we had a strong quarter. what is driving it is every business around the world is talking about the impact of digital and putting the customer front and center. we enable them to make that transition. we are seeing demand for digital , and that is boding well for adobe. emily: you are close to creating the shift from subscription to licensed base sales. what particular areas of bus
i caught up with the adobe ceo. the company is in the midst of an effort to shift its product lineup from desktop to the cloud. adobe shares were higher after the latest report. shares and profits beat estimates for the first quarter. adobe boosted its forecast for the full year. i spoke with the ceo in las vegas, asking him how he looks at his business. shantanu: we had a strong quarter across the board. all three of our growth businesses, the creative cloud, adobe marketing cloud, and adobe...
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Mar 25, 2016
03/16
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BLOOMBERG
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very taniu with the adobe ceo. the company is in the midst of a effort to shift its product lineup from desktop to the cloud. adobe shares were higher after .he latest report shares and profits beat estimates for the first quarter. adobe boosted its forecast for the year. and laswith the ceo vegas, asking him how he looks at his business. >> we had a strong quarter across the board. all three businesses -- the greed of cloud, adobe marketing cloud, and adobe document cloud did well. we have reimagined the creative process i'm moving the business to the cloud. in the marketing business, we .ad a strong quarter what is driving it is every business around the world is talking about the impact of digital and putting the customer front and center. we enable them to make that transition. we are seeing demand for digital here that is boding well for adobe. you are close to creating the shift. what particular areas of business are seeing the most strength? shantanu: i would say that we are through the heart of the transiti
very taniu with the adobe ceo. the company is in the midst of a effort to shift its product lineup from desktop to the cloud. adobe shares were higher after .he latest report shares and profits beat estimates for the first quarter. adobe boosted its forecast for the year. and laswith the ceo vegas, asking him how he looks at his business. >> we had a strong quarter across the board. all three businesses -- the greed of cloud, adobe marketing cloud, and adobe document cloud did well. we...
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Mar 30, 2016
03/16
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CNBC
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same with adobe, salesforce.com, oracle and eccentric. those companies could kill it here. that's why the stocks are roaring. the consumer product companies are expanding in europe. they have had their heads beaten in by unilever. i want to highlight procter & gamble and pepsico. the strong dollar can soar.
same with adobe, salesforce.com, oracle and eccentric. those companies could kill it here. that's why the stocks are roaring. the consumer product companies are expanding in europe. they have had their heads beaten in by unilever. i want to highlight procter & gamble and pepsico. the strong dollar can soar.
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Mar 18, 2016
03/16
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KQED
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adobe raised its full year guidance based off those strong results. shares of adobe initially rose following the after the bell news to 89.96. >>> earlier this week we told you about a possible deal in the energy sector and now transcanada announced after the bell that it is buying columbia pipeline group for $25.50 a share in a deal valued at about $13 billion. shares of transcanada down initially in after hours trading. shares of columbia pipeline sparked initially in the after hours. >>> social security, medicare, reforming these entitlement programs is a big issue on the campaign trail. republican front-runner donald trump has said he won't touch them. that's not what house speaker paul ryan thinks should be done. john harwood spoke to mr. ryan exclusive if we do not prevent medicare from going bankrupt, it will go bankrupt, and that will be bad for everybody. we have to tackle our debt crisis. we have to tackle the drivers of our upcoming debt. i think -- i hope that whoever our standard bearer is going to be will acknowledge that. >> if presiden
adobe raised its full year guidance based off those strong results. shares of adobe initially rose following the after the bell news to 89.96. >>> earlier this week we told you about a possible deal in the energy sector and now transcanada announced after the bell that it is buying columbia pipeline group for $25.50 a share in a deal valued at about $13 billion. shares of transcanada down initially in after hours trading. shares of columbia pipeline sparked initially in the after...
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Mar 21, 2016
03/16
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CNBC
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turns out sales force, work day and adobe had spectacular quarters. there wasn't enough internet rivalry on the conference calls making you feel like you are enjoying a back and forth contest with one winner. again, that's the foolish sports zero sum thinking intruding into the reality of hard fought business. what you needed to know is none of the teams were impacted by the tableau which is just an analytics company or linkedin listings which were known as the macro involving slowing job growth rather than a repute pud united nations of the cloud, another i will advised conclusion. suffice it to say we sometimes get caught think iing there is tournament with only one winner. there ises no tournament. just lots of good companies taking advantage of a powerful sec lar trend. one of the reasons i'm not surprised at the turn in the stock market since the bottom on february 11. as i said, many businesses are doing well. there was a lack of carve into the market for lower prices to weaker european banks. none of those should have impacted the stocks now. t
turns out sales force, work day and adobe had spectacular quarters. there wasn't enough internet rivalry on the conference calls making you feel like you are enjoying a back and forth contest with one winner. again, that's the foolish sports zero sum thinking intruding into the reality of hard fought business. what you needed to know is none of the teams were impacted by the tableau which is just an analytics company or linkedin listings which were known as the macro involving slowing job...
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Mar 14, 2016
03/16
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CNBC
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. >> 15 million shears of valeant and adobe, 21st century fox, $24 million. >> you talked about hideout and microsoft is a great example. this company has been going absolutely perfect the way they have been moving themselves in the cloud and exactly where he came from. that's a direction they are moving and still trades an incredible multiple and have growth all be in the cloud which becomes a bigger portion and you get the yield. >> did valeant ever tried at a level where you thought it was a value stock? >> not yet. >> i mean, can you make an argument right here it's value but you can also make a better argument that the headline risk associated with it is to good to trade from a side and what's new on the list is adobe which is a ridiculously volatile stock. a stock that goes up seemingly up and down ten minutes and did report on the 17th and if you catch a break on adobe and it sells off on that report like you've seen now for the last three years, you buy any weakness in adbe. >> obviously for a faster money trade i think microsoft is interesting right here because you have it clo
. >> 15 million shears of valeant and adobe, 21st century fox, $24 million. >> you talked about hideout and microsoft is a great example. this company has been going absolutely perfect the way they have been moving themselves in the cloud and exactly where he came from. that's a direction they are moving and still trades an incredible multiple and have growth all be in the cloud which becomes a bigger portion and you get the yield. >> did valeant ever tried at a level where...
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Mar 14, 2016
03/16
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adobe and rolls royce was cheap and microsoft was cheap. so the long/short world is big enough and looking for their hedge that so far we've been able to find bigger cheap high quality businesses to work with. >> and you can catch the entire interview with jeffrey ubben on cnbc pro. what he thinks about american express, a company he just got out of e. as you may recall, in and out of that one last year. he elaborated a little more on that. really interesting discussion points on valeant especially when he said he thought they could earn their way back to 200 bucks a share. >> that was striking, not just the vote of confidence that they have the right ceo and great assets but the suggestion that this company was and shareholders was somehow blind sided by political and media and market storms. honestly, you could make the argument that 4% holder of the company has stuck around and really feels like fundamental story is intact. on other hand you can feel like maybe they are feeling trapped at these price levels. >> right, again for a firm th
adobe and rolls royce was cheap and microsoft was cheap. so the long/short world is big enough and looking for their hedge that so far we've been able to find bigger cheap high quality businesses to work with. >> and you can catch the entire interview with jeffrey ubben on cnbc pro. what he thinks about american express, a company he just got out of e. as you may recall, in and out of that one last year. he elaborated a little more on that. really interesting discussion points on valeant...
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Mar 18, 2016
03/16
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ed.en, those gaps are fill we will see is adobe systems falls back in the weeks ahead. scarlet: let's check in now with mark crumpton with the headlines from the news desk. mark c.: thank you. the united states is calling for a meeting of the un security council to discuss north korea's latest ballistic missile launch. they fired a missile into the sea earlier today. this comes week after the security council impose more sections -- sanctions for another north korean missile launch. a prosecutor's office and belgium says the fingerprints of r have beenttacke found. this comes after one person was killed and four people arrested in that action. he fled paris after the attacks that left 130 people dead. u.s. senate is on easter break as leaders continue efforts to shut down talk that they should hold hearings and vote on the supreme court nominee. hatchican senator orrin broke with ranks to say he is considerable, but not until november. the world health organization is deploying specialists after two ebola cases were announced. this comes afte hours after crvn side the o
ed.en, those gaps are fill we will see is adobe systems falls back in the weeks ahead. scarlet: let's check in now with mark crumpton with the headlines from the news desk. mark c.: thank you. the united states is calling for a meeting of the un security council to discuss north korea's latest ballistic missile launch. they fired a missile into the sea earlier today. this comes week after the security council impose more sections -- sanctions for another north korean missile launch. a...
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Mar 9, 2016
03/16
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WESH
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sales force, work day and adobe saw their stocks get obliterated. adobe fell 8% same day. shur enough. when we heard from some of these companies, it turned out they were doing just fine. they had come on mad money the same week as the tableau blow up. they told us the business was strong. what in heavens name would lead us to believe either of these two companies were snowing us? they completely blew away reporters. i think sales force run by terrific way to play the cloud. all though this is the kind of stock you want to wait and buy. work day, you heard them on the show. when reported the last day of february, they were phenomenal which is how to stock worked 60 up to 71 in change the next day. again, i like work day. maybe more than at that weakness. finally i have tremendous faith my point is all these stocks got killed when they gave us awful guidance and about the competitive environment and soft business spending from its customers. the tableau isn't a cloud of play, not a social play, mobile play like you saw the companies. the earnings season is over. everyone wh
sales force, work day and adobe saw their stocks get obliterated. adobe fell 8% same day. shur enough. when we heard from some of these companies, it turned out they were doing just fine. they had come on mad money the same week as the tableau blow up. they told us the business was strong. what in heavens name would lead us to believe either of these two companies were snowing us? they completely blew away reporters. i think sales force run by terrific way to play the cloud. all though this is...
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Mar 17, 2016
03/16
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shares of adobe systems moving higher in extended trading, raising its earnings and revenue outlook. outlooksrter eps beat with adobe shares of 30% over the last 12 months but down 4% since the start of the year. alix: the struggles continue for arrow post all. the teen apparel chain is trying to reverse falling sales and manning to review strategic alternatives, including sales and restructuring. they announced a cost-cutting plan in january and is working with the new york stock exchange being delisted. of bill ackman bus company being cut over the last five and. it was accelerated by the plunge of valeant, whose shares are down once again today. that is your bloomberg business flash. "what'd you miss?" the benign credit cycle is over and now we are in a bubble according to our next guest. why is this credit cycle different? guest: it has been lasting over six years and i've addicted for the last seven or eight months that we are in the seventh inning of a nine inning game. now i think we are in the ninth inning except the fed is anxious about things and as you know, this week, the
shares of adobe systems moving higher in extended trading, raising its earnings and revenue outlook. outlooksrter eps beat with adobe shares of 30% over the last 12 months but down 4% since the start of the year. alix: the struggles continue for arrow post all. the teen apparel chain is trying to reverse falling sales and manning to review strategic alternatives, including sales and restructuring. they announced a cost-cutting plan in january and is working with the new york stock exchange...
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Mar 31, 2016
03/16
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CNBC
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then there's adobe and salesforce.com. two companies that came in on the week that linked in and -- cratered. their from the pin action from linked in and simple data. salesforce falling for 53, adoblest sinking to 73. if you refused to panic, these were amazing buying opportunities. salesforce surged back to 74, adobe now at 94, thanks to the great quarters. here's within last example. in the second week of february, european banks with are teeth elering, oil was plummeted, averaging down double digits, and despite having zero exposure, except as a beneficiary of cheaper oil, it felt from 133 to 111. is it any wonder that home depot has rallied back, with a round trip amassing as it was, yes, predictable? in each of these instances it seemed like plenty of reason to bail. yet companies have reasons to be encouraged. apple explaining it wasn't one product, or steve wynn shelling out $110 million to do some insider buying. bottom line, please remember even if you hate the market, and boy, do i know a lot of people who do, t
then there's adobe and salesforce.com. two companies that came in on the week that linked in and -- cratered. their from the pin action from linked in and simple data. salesforce falling for 53, adoblest sinking to 73. if you refused to panic, these were amazing buying opportunities. salesforce surged back to 74, adobe now at 94, thanks to the great quarters. here's within last example. in the second week of february, european banks with are teeth elering, oil was plummeted, averaging down...
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97
Mar 17, 2016
03/16
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CNBC
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tonight, adobe, as i told you, fantastic number. let's do some work, tyler. jim in florida. >> caller: thanks for taking my call. i was watching the stock, i know biotech is getting hit hard. i was looking at stock abb. >> only baas it yields 4%, we have donald trump not liking them, we have hillary clinton not liking them. that's a lot of powerful hate. you have to be careful. stay small in the group. jennifer in new jersey. >> caller: thanks for taking my call. vly. >> i'm not recommending any banks right now, because the federal reserve did not raise rates. so let's stay away. that concludes the "the lightning round." >>> "the lightning round" is sponsored by td ameritrade. no. it's all about understanding patterns. like the mail guy at 3:12pm every day or jerry getting dumped every third tuesday. jerry: every third tuesday. we have pattern recognition technology on any chart plus over 300 customizable studies to help you anticipate potential price movement. there's no way to predict that. td ameritrade. ♪ no, you're not ♪ yogonna watch it! ♪tch it!
tonight, adobe, as i told you, fantastic number. let's do some work, tyler. jim in florida. >> caller: thanks for taking my call. i was watching the stock, i know biotech is getting hit hard. i was looking at stock abb. >> only baas it yields 4%, we have donald trump not liking them, we have hillary clinton not liking them. that's a lot of powerful hate. you have to be careful. stay small in the group. jennifer in new jersey. >> caller: thanks for taking my call. vly. >>...
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67
Mar 22, 2016
03/16
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WESH
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eye 67
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i think sales force, work day, oracle and adobe and s.a.p., could all be winners. every one of them. to win in individual quarter or year, oracle is at 14 times earnings going into the year which is under dog status versus the historical long term performance because of cloud accounting. you can't see the earnings break out over time and, boy, it is about to break out. oracle was a safer bet to do well. there is no winning. this could be a stronger quarter there is no tournament. just lots of good companies taking advantage of a powerful secular trend. one of the reasons i'm not surprised at the turn in the stock market since the bottom on february 11. as i said, many businesses are doing well. there was a lack of carve into the market for lower prices to weaker european banks. none of those should have impacted the stocks now. the bottom line conclusion is the sooner you get the sports analogies out of your heads something hedge fund managers are prone to the sooner you realize you can make money not betting against a loser for a winner but rather by just accept i
i think sales force, work day, oracle and adobe and s.a.p., could all be winners. every one of them. to win in individual quarter or year, oracle is at 14 times earnings going into the year which is under dog status versus the historical long term performance because of cloud accounting. you can't see the earnings break out over time and, boy, it is about to break out. oracle was a safer bet to do well. there is no winning. this could be a stronger quarter there is no tournament. just lots of...
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Mar 18, 2016
03/16
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that's what happened with the stocks and sales force, work day and adobe. i'm sure more opportunities await ahead for those who are diligent and patient among you. steve-arino in pennsylvania. steve. >> caller: jim, greetings from fil phillies country. i bought xylinks. i wondered how long you would stay with it. >> i know it sells at 23 times earnings. i have been saying communications technology stocks are back. remember altera is bought by intel. i came out on sky works and nxpi. yes, i really like broadcom still avgo. you're in good company with xlnx and i would be a buyer. anthony in florida. >> how's it going? >> real good. how about you? >> caller: amazing in this sunshine state. i'm asking about paypal. keep or sell? >> you should be a buyer. some clown downgraded today. i'm using that term clown loosely. actually tightly. the guy doesn't understand the greatness of the story. why do we other than it's owned by my charitable trust? dan schulman has been on the show twice and has told a great story at 33, 35. now at 39. i think it goes higher. if you
that's what happened with the stocks and sales force, work day and adobe. i'm sure more opportunities await ahead for those who are diligent and patient among you. steve-arino in pennsylvania. steve. >> caller: jim, greetings from fil phillies country. i bought xylinks. i wondered how long you would stay with it. >> i know it sells at 23 times earnings. i have been saying communications technology stocks are back. remember altera is bought by intel. i came out on sky works and nxpi....
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Mar 11, 2016
03/16
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CNBC
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the twin declines impacted the stock of adobe. it has a terrific cloud business that was somehow lumped in with the two jokers. that was a big mistake. how big? we'll find out when they report next thursday. i expect good things. if we get oil related sell-off ahead of the quarter, pounce on adobe. i'm worried about retail and i hope my fears aren't confirmed by friday when we have the breakfast of earnings from tiffany. the company is a serial overpromiser and underdeliverer. when they lowered expectations to where even they can be beaten. that makes the stock an intriguing trade. they are a terrific retailor that came up with every excuse in the book. that's what makes me optimistic about this quarter. i can't believe they could miss this lower guide dance. if tiffany fails this time, you know what i will do? i'm going to break out the wall of shame. let's not lose sight of the prize. the bottom line is the fed is all anybody will be talking about. if the fed does nothing we'll have the fifth good week in a row. talking about ra
the twin declines impacted the stock of adobe. it has a terrific cloud business that was somehow lumped in with the two jokers. that was a big mistake. how big? we'll find out when they report next thursday. i expect good things. if we get oil related sell-off ahead of the quarter, pounce on adobe. i'm worried about retail and i hope my fears aren't confirmed by friday when we have the breakfast of earnings from tiffany. the company is a serial overpromiser and underdeliverer. when they lowered...
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Mar 30, 2016
03/16
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microsoft, adobe. those are real tech companies. salesforce. what's not to like about what yellen is doing? she changed the narrative to give you more winners. hey, sorry. on "mad" tonight, i have a largest payroll in the land. don't miss my exclusive with the head hon choe of paychex. is this what it sounds like when doves cry? yellen's stance is historical. and a copy of the break up play book. i'm telling you the xerox split could make you money. this is the surprise. stick with cramer. >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter. have a question? tweet cramer, #madtweets. send jim an e-mail to madmoney@cnbc.com or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. at mfs investment management, we believe in the power of active management. we actively manage with expertise and conviction. so you can invest with more certainty. mfs. that's the power of active management. >>> with the labor department's big bad foreign labor department coming few businesses have a better understandin
microsoft, adobe. those are real tech companies. salesforce. what's not to like about what yellen is doing? she changed the narrative to give you more winners. hey, sorry. on "mad" tonight, i have a largest payroll in the land. don't miss my exclusive with the head hon choe of paychex. is this what it sounds like when doves cry? yellen's stance is historical. and a copy of the break up play book. i'm telling you the xerox split could make you money. this is the surprise. stick with...
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Mar 1, 2016
03/16
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CNBC
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you're going up against apple, adobe and others that do this all day long. >> these are the apps that allow you to edit video on your phone which is a neat idea but any time you ask a consumer to download another app is a huge barrier already. even with photo which is a big part of how people interact with their phones it's a huge hurdle. i don't see it as a big pivot for them. it's a nice add on. it's a marketing element to up sell people into the camera but the camera itself as nice as it is its still kind of that device. for that kind of sort of activity use a lot of people like it that's where they're trying to promote here's what it looks like. if you do it this way it's by the camera. it's a hard sale. >> i'm shocked they're nott trying to diversify the camera line. it might help you sell the cameras but there's a lot of other kinds of cameras you can sell that can work in better way with the phones. the phone camera is not the be all end all. there's a lot of places where people want great cameras that work with their phones and i'm surprised they're not going in that direction
you're going up against apple, adobe and others that do this all day long. >> these are the apps that allow you to edit video on your phone which is a neat idea but any time you ask a consumer to download another app is a huge barrier already. even with photo which is a big part of how people interact with their phones it's a huge hurdle. i don't see it as a big pivot for them. it's a nice add on. it's a marketing element to up sell people into the camera but the camera itself as nice as...
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Mar 27, 2016
03/16
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BLOOMBERG
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emily: up next, we will speak to the adobe ceo about the areas of focus beyond products like photoshop. we go to las vegas next. if you like bloomberg news you can listen on the bloomberg radio app on bloomberg.com and in the u.s. on xm. ♪
emily: up next, we will speak to the adobe ceo about the areas of focus beyond products like photoshop. we go to las vegas next. if you like bloomberg news you can listen on the bloomberg radio app on bloomberg.com and in the u.s. on xm. ♪
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Mar 17, 2016
03/16
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earnings sales, both declining for a third year in a row. >> somebody's got to be the adobe guy. adb gets you done. back to you, mel. >> i'm melissa lee. thanks for watching. meantime, "mad money" starts right now.tomorrow. meantime, "mad money" starts right now. \s >>> my mission is simple -- to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere, and i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends. i'm just trying to save you money. my job is to entertain and teach you how it all works, or tweet me @jimcramer. coiled springs, that's what the stocks of the big industrials
earnings sales, both declining for a third year in a row. >> somebody's got to be the adobe guy. adb gets you done. back to you, mel. >> i'm melissa lee. thanks for watching. meantime, "mad money" starts right now.tomorrow. meantime, "mad money" starts right now. \s >>> my mission is simple -- to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere, and i promise to help you find it. "mad...
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Mar 2, 2016
03/16
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KUSA
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the arnold family wanted to bring the adobe charm of the fort to the front range. >> they designed it to be a home and to be a living history museum to teach the public about the fort. then the construction got so expensive, they decided to turn it into a restaurant in the lower level, but we lived in the upper level upstairs. >> so they are famous, of course, for their buffalo entrees. coming up at 8:20 this morning, we'll show you what is on their restaurant week menu and talk more about the 230 restaurants participating in restaurant week. >> that was delicious, marty. i love buffalo. >> we have so many great restaurants going up around here. it's interesting. graduation from the colorado school of minds. we went to the fort to celebrate. >> it's a good restaurant. >> it's a cool place. it is a very cool place. around here today, this is what we're looking at with snow over the front range mountains along west of the continental divide. the same system bringing snow to the mountains. we'll bring wind here for the rest of us over eastern colorado. again, snow starting to pile up the
the arnold family wanted to bring the adobe charm of the fort to the front range. >> they designed it to be a home and to be a living history museum to teach the public about the fort. then the construction got so expensive, they decided to turn it into a restaurant in the lower level, but we lived in the upper level upstairs. >> so they are famous, of course, for their buffalo entrees. coming up at 8:20 this morning, we'll show you what is on their restaurant week menu and talk...
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Mar 26, 2016
03/16
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up next, we will speak to the adobe ceo about the areas of focus beyond products like photoshop. we head to las vegas, next. if you like bloomberg news you can listen on the bloomberg radio app on bloomberg.com and in the u.s. on xm. ♪
up next, we will speak to the adobe ceo about the areas of focus beyond products like photoshop. we head to las vegas, next. if you like bloomberg news you can listen on the bloomberg radio app on bloomberg.com and in the u.s. on xm. ♪
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Mar 18, 2016
03/16
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adobe is also raising its full-year earnings outlook. stocks up nice. >> look at that chart. that's a pretty chart. >>> some other stocks for you to watch. shutterfly has named amazon's u.k. head christopher north as its new ceo. north has been with amazon since back in 2006. he'll take over the digital photo company at the end of may. >>> whole foods is moving towards slower growing chickens. the supermarket chain will replace the industry standard chicken bred to rapidly pack on pounds with slower growing varieties. the company believes those birds will enjoy better lives and actually yield better tasting meat. the move should be complete by 2024. >> viacom says it has received offers for minority stake in paramount pictures from three dozen companies. the ceo telling "the wall street journal" the company is looking for strategic partner to help its international and digital business as opposed to purely financial partners such as private equity firms. to be continued on that one. >>> still to come here on "worldwide exchange," hedge fund liquidations reach the highest leve
adobe is also raising its full-year earnings outlook. stocks up nice. >> look at that chart. that's a pretty chart. >>> some other stocks for you to watch. shutterfly has named amazon's u.k. head christopher north as its new ceo. north has been with amazon since back in 2006. he'll take over the digital photo company at the end of may. >>> whole foods is moving towards slower growing chickens. the supermarket chain will replace the industry standard chicken bred to...
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Mar 6, 2016
03/16
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KDTV
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ramÓn: hola buenas noches a mudar ramÓn adobe. gracias por acompaÑarnos en noticias univisiÓn 14. esta noche de precipitaciones siguen azotando al Área de la bahÍa de san francisco en el segundo sector de la carretera ocasionando el cierre de un tramo de esta vÍa. pero no fue la Única consecuencia de este clima. hay miles de personas sin electricidad y se emitieron alertas de inundaciones para varios condados. beatriz tiene los detalles. adelante. beatriz: asÍ es ramÓn buenas noches los efectos y la tormenta con la intensa lluvia las rÁfagas de viento. le traemos un recuerdo todo de la forma en que se ha vivido esta jornada. beatriz: aunque algunos se divertÍa en otros trataban de protegerse como podÍan del agua y el viento que alcanzÓ un promedio de 40 millas por hora en el Área de la bahÍa. mÁs de 30 árboles se cayeron en san francisco aunque no hubo heridos. las medidas de precauciÓn no se hicieron esperar sobre todo en la vÍa pÚblica con calles resbalosas y autos que a veces aceleran demasiado. >> pienso que es importante como peatones tener cuidado al cruzar
ramÓn: hola buenas noches a mudar ramÓn adobe. gracias por acompaÑarnos en noticias univisiÓn 14. esta noche de precipitaciones siguen azotando al Área de la bahÍa de san francisco en el segundo sector de la carretera ocasionando el cierre de un tramo de esta vÍa. pero no fue la Única consecuencia de este clima. hay miles de personas sin electricidad y se emitieron alertas de inundaciones para varios condados. beatriz tiene los detalles. adelante. beatriz: asÍ es ramÓn buenas noches...
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Mar 22, 2016
03/16
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in a 2012 survey sponsored by adobe, only one in four respondents reported feeling that they were "living up to their creative potential," while 52 percent of americans surveyed described themselves as creative more than any other nationality. as psychologist scott barry kaufman, co- author of the new book wired to create, phrased it, "it can provide people with a way to flex their creativity." my artsy cousin leanne has thoughtful insight on this. compared to coloring, "finishing a drawing or well thought- out painting is much more satisfying in the end," she says. "but i know how calming and rewarding it is, so i am a fan of adult coloring books because this popular fad is adding art into people's lives." indeed, many of my friends and family members sharing their new coloring loot on social media over the past few weeks told me that they are not the types of people who would typically consider themselves artistic, nor did they feel they had adequate time in their daily lives for lengthy creative pursuits. coloring books, they agreed, are a convenient way to escape into their imaginatio
in a 2012 survey sponsored by adobe, only one in four respondents reported feeling that they were "living up to their creative potential," while 52 percent of americans surveyed described themselves as creative more than any other nationality. as psychologist scott barry kaufman, co- author of the new book wired to create, phrased it, "it can provide people with a way to flex their creativity." my artsy cousin leanne has thoughtful insight on this. compared to coloring,...
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Mar 26, 2016
03/16
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-- el señor de los milagros es una imagen de jesucrito pintada en los años 1,600 sobre una pared de adobe que tras un desvastador terremoto permaneci intacta take nats :03 lorena --los rolling stones deleitaron a miles de aficionados durante un concierto al aire libre en la habana cuba... --esta es la primera vez que el grupo se presenta en la isla... en la decada de los 60 tas la msica de los "stones", los beatles y elvis presley eran prohibidos de la radio y televisin cubana por que el regimen castro la consideraban subversivo. --personas formaron largas filas desde 18 horas antes del concierto. take vo/lorena ---inslito!!... un hombre de carolina del norte fue arrestado porque no regres una pelcula en vhs que alquil en 2002. ---"james meyers" llevaba a su hija a la escuela, cuando lo detuvo la polica porque su vehculo tena una luz que no funcionaba.... ----cuando revisaron su licencia, encontraron que tena una orden de captura emitida hace 14 aÑos, porque olvid regresar la cinta. lorena/take vo ---en louisana un pastor que iba permanecer en semana santa dentro de un fretro, cambi de o
-- el señor de los milagros es una imagen de jesucrito pintada en los años 1,600 sobre una pared de adobe que tras un desvastador terremoto permaneci intacta take nats :03 lorena --los rolling stones deleitaron a miles de aficionados durante un concierto al aire libre en la habana cuba... --esta es la primera vez que el grupo se presenta en la isla... en la decada de los 60 tas la msica de los "stones", los beatles y elvis presley eran prohibidos de la radio y televisin cubana por...
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Mar 18, 2016
03/16
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. >>> adobe's first quarter profits tripled on digital media revenue. they're projecting 20% growth this year through 2018. adobe is also raising its full-year earnings outlook. >>> got to talk about ackman. >> a lot to talk about. >> how much is the fund down today? >> 24. >> if you go from the high, we're basically 50%. we talked about the possibility he was going to have to sell something. that's when he sold mondelez. >> that's what we were talking about yesterday. there were a couple questions i had about, you know, whether people could have bought at the highs of last year. are some people down 50% basically? are people buying in? was it open to buy in? >> into his fund? yes, because his fund was open. it's in amsterdam. the public vehicle is in amsterdam. >> you cough bougld have bought high and be down 50%. i think i could do down 50%. if i really messed up. >> ackman was on our air yesterday. >> you don't have to be smart to be down 50. >> one of the things he was talking about is how he's not leveraged. >> you wouldn't have to cover any. are p
. >>> adobe's first quarter profits tripled on digital media revenue. they're projecting 20% growth this year through 2018. adobe is also raising its full-year earnings outlook. >>> got to talk about ackman. >> a lot to talk about. >> how much is the fund down today? >> 24. >> if you go from the high, we're basically 50%. we talked about the possibility he was going to have to sell something. that's when he sold mondelez. >> that's what we were...
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Mar 21, 2016
03/16
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BLOOMBERG
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tomorrow, we will hear from the adobe ceo. that is all today from san francisco. ♪ studios in new york city, this is "charlie rose." charlie: welcome to cuba. >> thank you. charlie: why did you want to come? >> the main reason is that we were able to come. the idea of doing a concert here. we've done a lot of concerts. i've always been fond of cuba. i had theught when opportunity, we had to do that. the first to come do it. charlie:
tomorrow, we will hear from the adobe ceo. that is all today from san francisco. ♪ studios in new york city, this is "charlie rose." charlie: welcome to cuba. >> thank you. charlie: why did you want to come? >> the main reason is that we were able to come. the idea of doing a concert here. we've done a lot of concerts. i've always been fond of cuba. i had theught when opportunity, we had to do that. the first to come do it. charlie:
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Mar 22, 2016
03/16
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BLOOMBERG
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tomorrow, we will hear from the adobe ceo. that is all today from san francisco. ♪ >> the following is a paid advertisement for time life's music collection. >> these are the songs that can relax and soothe your. >> songs that make you feel good .
tomorrow, we will hear from the adobe ceo. that is all today from san francisco. ♪ >> the following is a paid advertisement for time life's music collection. >> these are the songs that can relax and soothe your. >> songs that make you feel good .
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53 in akron canton go down to 50 tonight this brief spurts of springboard for a very light showers adobe out if you're in the next hour or two and then we will be very very quiet with that southwest wind and in the breeze is it will still be kicking up a little bit of a fuss bus tomorrow 10 - -dash 20 partly to at times mostly sunny area you can see the drier air pushing the front farther north as the warmer air comes flooding and it would not be a surprise to see some backyards and nibble at 70 even tomorrow not with the ridge of high pressure like this look was happening this is also going to be like a conveyor belt of air pulling moisture from the golden pushing it northward and way to the east the first candidate with a 20 percent chance of late wednesday i think by thursday much better opportunity for some showers but notice not much of it well above normal but there is a decline of the clouds the clouds and the showers of we could see another round of scattered showers sometime this weekend so we are going to enter eventually kind of an unsettled pattern but none of the cold air re
53 in akron canton go down to 50 tonight this brief spurts of springboard for a very light showers adobe out if you're in the next hour or two and then we will be very very quiet with that southwest wind and in the breeze is it will still be kicking up a little bit of a fuss bus tomorrow 10 - -dash 20 partly to at times mostly sunny area you can see the drier air pushing the front farther north as the warmer air comes flooding and it would not be a surprise to see some backyards and nibble at...
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Mar 18, 2016
03/16
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the best stock on the nasdaq is adobe, shares are storing after they beat fiscal first-quarter results and raised the full-year forecast on strong cloud momentum. not surprisingly, lots of positive commentary including j.p. morgan sterling who says they beat right across the board. one thing that may be worth wondering, the stock did gap up and out of a trading range on all of this excitement. we are wondering whether or not that trading action is in fact sustainable. caroline: interesting if you are digging into the imap, it is showing you that energy companies are on the downside. what are the lacquers at the nasdaq? abigail: tech is the lacquers. there does not appear to be any real news. what could be going on our investor concerns into an upcoming global cook -- google cloud program day. if they talk about the enterprise side, that could pressure microsoft and if they talk about the storage side, they could talk -- that could pressure amazon. at least relative to amazon, this could create some headline risks going forward. mark: abigail, thank you very much. we have breaking news
the best stock on the nasdaq is adobe, shares are storing after they beat fiscal first-quarter results and raised the full-year forecast on strong cloud momentum. not surprisingly, lots of positive commentary including j.p. morgan sterling who says they beat right across the board. one thing that may be worth wondering, the stock did gap up and out of a trading range on all of this excitement. we are wondering whether or not that trading action is in fact sustainable. caroline: interesting if...
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Mar 22, 2016
03/16
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coming up on bloomberg west, emily chang speaks to the ceo of adobe. mark: tonight, we will be interviewing donald trump. you can watch the whole conversation tomorrow night on "with all due respect." until tomorrow, thanks for watching and sayonara. ♪ mark: i'm mark crumpton then you are watching "bloomberg west." belgium is under its highest terror threat ever following warmings at the brussels airport and a subway station that left over 30 people dead and more than 200 30 others wounded. released a photo from closed-circuit tv footage of three men pushing luggage carts through the airport. two of the men believed to be suicide bombers were killed. the third man, the one in the hat remains at large. 19 people have been arrested following the attack on the european union military mission in the capital of molly. authorities are conducting a ballistic's investigation. it's the latest in a series of assaults on hotels in west africa. debris that might be part of a plane engine has been found in the coast of south africa. it will be checked to see if i
coming up on bloomberg west, emily chang speaks to the ceo of adobe. mark: tonight, we will be interviewing donald trump. you can watch the whole conversation tomorrow night on "with all due respect." until tomorrow, thanks for watching and sayonara. ♪ mark: i'm mark crumpton then you are watching "bloomberg west." belgium is under its highest terror threat ever following warmings at the brussels airport and a subway station that left over 30 people dead and more than 200...