Recently I travelled to China for the first time in three years. During the month-long stay (mostly in my hometown of Taiyuan), I became fascinated by the hyperlocal technologies there. From my point of view, the increasingly ubiquitous hyperlocal techs in China offered interesting examples of how such technologies can inject productivity and delight into…
Category: Business analysis
Why did Salesforce acquire Slack
When someone acquires a company, they get its customers, its product, and its brand. Salesforce just paid $27.7 billion for those things of Slack. (Of course, there are other aspects not discussed in this article, such as its people and patents, and financial concerns.) They got Slack’s Customers In its press release for this acquisition,…
How much is Azure’s revenue? Here’s an estimate.
Azure’s revenue is not a public figure, but I wanted to try to estimate it as a business research exercise. Calculation This week, Microsoft released its Fiscal Year 21 Q1 (Jul. 2020 – Sept. 2020) earnings data. At the same time, MSFT also filed its FY21 Q1 Quarterly Report (Form 10-Q) to the SEC. I…
Doing 10-K research on Canadian public companies
In a nutshell, this article answers the following question: What is the equivalent of form 10-K for companies publicly traded in Canada? And the answer is: the equivalent consists of 3 forms, namely the Annual Information Form (AIF), Annual Financial Statement and Management Discussion and Analysis (MD&A). Summary U.S. tool Description Canadian counterpart EDGAR database…