Topics covered: Software-Defined Data Centers, Software Innovation, Next-Generation Data Centers, Internet of Things Trend, Cybersecurity, Cloud Computing Secular Trends, Cloud Computing and SaaS Trends, Big Data Analytics
Companies covered: Solera Holdings, Inc. (NYSE:SLH), Citrix Systems, Inc. (NASDAQ:CTXS), Cisco Systems, Inc. (NASDAQ:CSCO), Check Point Software Technologies Ltd. (NASDAQ:CHKP), ARM Holdings plc (NASDAQ:ARM), Amazon.com, Inc. (NASDAQ:AMZN), Akamai Technologies, Inc. (NASDAQ:AKAM), Vmware, Inc. (NYSE:VMW), Teradata Corporation (NYSE:TDC), Sierra Wireless, Inc. (NASDAQ:SWIR), SAP SE (NYSE:SAP), Rockwell Automation, Inc. (NYSE:ROK), Red Hat, Inc. (NYSE:RHT), QUALCOMM Incorporated (NASDAQ:QCOM), Oracle Corporation (NYSE:ORCL), Microsoft Corporation (NASDAQ:MSFT), Monsanto Company (NYSE:MON), Intel Corporation (NASDAQ:INTC), Informatica Corporation (NASDAQ:INFA), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), Alphabet Inc (NASDAQ:GOOG), General Electric Company (NYSE:GE), EMC Corporation (NYSE:EMC), Tableau Software, Inc. (NYSE:DATA), Salesforce.com Inc (NYSE:CRM), Advent Software, Inc. (NASDAQ:ADVS), Apple Inc. (NASDAQ:AAPL), Adobe Systems Incorporated (NASDAQ:ADBE), The Ultimate Software Group, Inc. (NASDAQ:ULTI), Netsuite Inc (NYSE:N), Mastercard Incorporated (NYSE:MA), eBay Inc. (NASDAQ:EBAY), CSG Systems International, Inc. (NASDAQ:CSGS), Autodesk, Inc. (NASDAQ:ADSK), Verizon Communications Inc. (NYSE:VZ), Symantec Corporation (NASDAQ:SYMC), PTC Inc. (NASDAQ:PTC), NetApp, Inc. (NASDAQ:NTAP), Juniper Networks, Inc. (NYSE:JNPR), Intuit Inc. (NASDAQ:INTU), Home Depot, Inc. (The) (NYSE:HD), Amdocs Limited (NASDAQ:DOX), Vodafone Group Plc (NASDAQ:VOD), Target Corporation (NYSE:TGT), AT&T Inc. (NYSE:T), Synchronoss Technologies, Inc. (NASDAQ:SNCR), PROS Holdings, Inc. (NYSE:PRO), Pfizer, Inc. (NYSE:PFE), Nuance Communications, Inc. (NASDAQ:NUAN), Eli Lilly and Company (NYSE:LLY), Concur Technologies, Inc., Citigroup Inc. (NYSE:C), Allstate Corporation (The) (NYSE:ALL), Catamaran Corporation (NASDAQ:CTRX)
