The turnaround at Infoblox (BLOX) is in full swing. The provider of network automation and DNS security solutions has been working hard to get its act together after going through a rough period in early 2014. Read More

Citrix could realize significant value through several alternative transaction structures, including a sale or spin-off. Read More

Most mega acquisitions usually only sound good on paper—once completed they almost never work out as planned. Read More

SolarWinds has nothing to do with solar energy, but it is a shining example of how a strategically sound acquisition strategy can add lots of value. Read More

As the trend toward fully autonomous driving moves forward, cars will gradually get a lot safer and smarter, aided by the addition of more software. Read More

Hackers in their latest high-profile cyber-security attack have sharply raised the stakes, this time stealing money—not just data—directly from banks.During the past two years, more than 100 financial institutions in 30 countries have been hit, with up to $1 billion stolen, according to security research firm Kasperky Lab. The worldwide… Read More

One name in the Internet/social media space that often gets mentioned as a possible takeover target is Yelp (YELP), the provider of local business reviews via online and mobile. Since so many investors see Yelp as a buyout candidate, the stock has historically traded with an embedded deal premium.But with… Read More

A year ago we wrote an analysis of the five titans of social media: Facebook, Amazon, Netflix, Google and Twitter, also known as the “FANG+T” stocks. We warned that they not do not pay any dividend worth mentioning but worse they were highly overvalued. One year later let’s look in… Read More

As the debate rages on over net neutrality, the demand for bandwidth will continue unabated. Whether the FCC decides to side with the net neutrality advocates and treat the Internet as a utility (no paid prioritization via so-called fast lanes and no traffic blocking/throttling) or instead comes up with some… Read More

With the upcoming Hewlett-Packard (HPQ) split-up, the H-P Enterprise unit (comprised of infrastructure hardware, software and services) will be more agile and focused when it comes to building out its datacenter, cloud and security businesses.There’s no doubt that this enterprise unit will be looking to boost its tepid growth rate… Read More