Microsoft Ignite - LiveTiles product announcements?, page-33

First 33 Last

Share
Profile

Follow
gdaymate

232 Posts.

189

10/07/19

01:05

Post #: 39447559
Share

Originally posted by Vmk Research: ↑

One of my colleagues has pointed out a simpler approach to forecasting revenue for LVT that could be done on an excel spread sheet without any complicated algorithms. I will share it when I am less rushed.

I see no compelling fact based evidence one way or the other that Coles is a LVT client. LVT has a growing number of Sharepoint customers using LVT Design. We know it is less than 5% because at 5% LVT would have more than $100 million ASR. We know that LVT has a larger share with large enterprises and an even larger share of Australian large enterprise. As a shot in the dark, lets guestimate that 15% of large Australian enterprises who adopt sharepoint, use LVT for their intranet portal. That means there is a 15% chance that Coles has become an LVT customer. That is hardly, compelling fact based information. While I would celebrate such a prestigious customer, the reality is that LVT was at over 800 customers at their last public announcement and will surely go through 1,000 in the near future which includes many of the largest enterprises in the world (Pepsi, Heineken, United Airlines etc etc) so a company like Coles would just be another day at the office (no pun intended). The news relevance , if any, of that announcement is another large retail customer choosing Microsoft Cloud over AWS. Which is hardly surprising given Amazon's recent move into Australian retail. It might be a little disappointing for IBM who are hoping to catch up with MSFT and AWS in public cloud (recent acquisition of RedHat) and IBM have a strong presence in Australia. But the reality is that MSFT's position in enterprise software is getting stronger and stronger.

Is LVT a side door play on the surging growth of MSFT enterprise cloud? Yes.
Has LVT won Coles as a customer? Don't know.

Expand

I have a question vmk if you don't mind. When calculating COA as well as increase in ARR Vs costs we use marketing and sales costs over total opex. However, Lvt don't seem to release as frequent updates of these relevant costs or "growth opex" which they did include in 4c this time last year. Was wondering what kind of extrapolation of past numbers you'd use and if I'm somehow missing a way to calculate/estimate this nonbase opex. They have increased investment very rapidly which is great, just hard to gauge based of just qtrly opex data unless just assuming base opex is same as previous qtr. Thanks

LVT Price at posting: 49.0¢ Sentiment: Buy Disclosure: Held
1 Upvote

0 Great analysis

Reply

Top Stories

STX

Monday's HotCopper Trends: Strike Energy pause, Anteotech's US team-up | July 21

PTX

This rare type of lymphoma ruins the body – so do existing treatments. Prescient could have a solution

AIV

ActivEX Monday's top gainer at lunchtime as maiden JORC spurs surge

PSC

Prospect's Mumbezhi Project puts it at the middle of copper's megatrend. And FQM just bought in

Listen: HotCopper Wire Podcast 018 – Potatoes, TACOs, and the $120M helicopter heist

First 33 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

Microsoft Ignite - LiveTiles product announcements?, page-33

Top Stories

Monday's HotCopper Trends: Strike Energy pause, Anteotech's US team-up | July 21

This rare type of lymphoma ruins the body – so do existing treatments. Prescient could have a solution

ActivEX Monday's top gainer at lunchtime as maiden JORC spurs surge

Prospect's Mumbezhi Project puts it at the middle of copper's megatrend. And FQM just bought in

Listen: HotCopper Wire Podcast 018 – Potatoes, TACOs, and the $120M helicopter heist

Featured News