'Google'에 해당되는 글 14건

  1. 2015.06.03 구글은 더 다양한 인력을 원한다
  2. 2015.05.31 Nuance, NUAN 추천
  3. 2015.05.28 2015 브랜드 가치 Top 100
  4. 2015.04.16 안드로이드 RAM 먹는 하마
IT이야기2015. 6. 3. 11:04

diversity을 다양성으로 쓰니 뭔가 좀 부족해 보이긴 하지만.

구글의 구성원중에 60%나 White(백인, 흰색계열인종)고 31%만 Asian(아시아계, 중국,인도,한국,일본 등)입니다. 미국에서 일반 Tech회사는 인도/중국사람이 70-80%는 되기때문에 Asian이 31%밖에 안되는것은 특이한 현상이지요.(사실 둘다 특이한 현상이지요)


어쟀든 White가 이렇게 큰 비율을 차지하는 것을 해결하고 싶어하는 것 같습니다. 이민과 연합으로 세워진 나라라서 그런지 차별을 싫어하고 다양성을 회손하는 것을 싫어합니다. 다양성에서 역사의 발전이 있다고 믿는것 같습니다. 그렇다고 White편중을 해결하기 위해 Asian만 늘려서 해결할수는 없겠지요. 아시안 자체가 다양성이 떨어지고, 관료주의적이고 획일적인 사고는 Asian 으로 부터 많이 나오지요. Asian도 늘려야 겠지만 Black과 Hispanics을 어떻게 늘릴수 있을까 회사차원이 아니라 사회차원에서 접근을 해야할것 같네요.


여성인력이 최근 몇년간 계속 늘었지만 아직도 30%밖에 안됩니다. 인구 구성비에 맞게 5:5에 근접하는것이 ideal한 상황일테지만, 패션계에 여자가 남자보다 많듯이 IT업계의 특성상 3:7보다는 4:6 정도가 적절할것 같습니다.


Leadership의 경우 여자가 좀 늘어나고 Asian은 줄고. White가 72%나 됩니다.

Tech engineer의 경우 여자가 줄고 Asian은 좀 늘어나네요. White가 59%나 되네요. 돈을 많이주니 White도 Engineer하는 사람이 많군요.



http://www.google.com/diversity/

------------------

Google is still struggling with lack of diversity, admitting Tuesday in its second annual diversity report that white men still dominate the tech giant's workforce.



Posted by 쁘레드
경제이야기/Stock2015. 5. 31. 06:12

Nuance = 뉴앙스, 누앙스, 뉘앙스


Apple의 Siri가 처음 나온것은 2011년 10월 Iphone 4S에서 부터였습니다.

Google Android의 경우 2010년 Goole I/O에서 voice recognition을 데모했었습니다. 2013년에 Google Now를 선보였고요.

2013년에 놀러갔다가 시리를 정말 잘쓰는 사람을 보고 앞으로 세상의 input은 keyboard가 아니라 voice라는 깨닮음을 얻고 Nuance를 살펴보다가 투자를 단행했습니다. 애플이랑 결별할지도 모른다는 rumor가 있었고, 주요 IT업체였던 Apple, Google, Microsoft 세 회사가 자체 voice recognition solution이 있었다는 것도 risk factor였는데 아이칸이 투자했다는 이야기에 좀더 서두르게 되서 한동한 손실에 시달렸어야 했지요. 물타기를 최저가 근처에서 많이해서 2015년 투자수익률을 NUAN가 주도하고 있습니다. 아직도 가치를 더 높게 보는 이유가


1. 매출과 순이익의 반이 Healthcare쪽에서 나오고 성장률이 상당히 높습니다.

2. IT쪽 매출과 발전이 상당히 느렸는데 smart automotive(자동차)쪽에 성장이 상당히 빠른것 같습니다. 1-2년 성장이 빠를것 같습니다. Wearable이 늘어날수록 voice 쪽 솔루션이 계속 필요합니다.

3. 라이센스 비용이 좀 비싸서 누군가 라이센스를 내는것보다 사는것이 낫다는 판단을 할 가능성이 높습니다. 헬스케어와 voice recognition solution 둘다 필요한 회사가 가장 적합하겠지요. 

4. 아직까지 돈을 못벌고 있는데 현금흐름도 좋아지고 이득도 늘고있어 주가가 폭등할 좋은 모멤텀이 쌓이고 있습니다.


Nuance의 4가지 분야는, 아래와 같고 전세계적으로 유명한 고객사를 가지고 있습니다.

Healthcare

Mobile & Consumer

Enterprise

Imaging

-------------------------







ValuationDividendFinancial ratiosMarginsProfileIncome statement
PriceEarnings
per share
P/E ratioPrice
sales ratio
Mkt CapEnterprise
value
DividendCurrent
ratio
Total debt
to assets
Net profit
margin
Operating
margin
EmployeesRevenueNet incomeEBITDA
NUAN16.87-0.382.785.29B6,899.1701.8137.92-2.975.5714,000475.06-14.189.52
MSFT46.862.4119.474.35379.08B315,789.500.312.9118.0422.9429.91128,00021,729.004,985.009,390.00
HPQ33.392.513.360.5960.69B67,397.4601.1320.773.975.62302,00025,453.001,011.002,977.00
CSCO29.311.7316.993.06149.07B115,662.400.212.9819.7820.0824.174,04212,137.002,437.003,516.00
XRX11.420.8613.320.712.59B19,699.770.071.4628.53.625.55145,6004,469.00162557
WSTC30.61.619.171.132.55B5,870.450.221.5297.878.619.579,700565.4948.63157.61
ADBE79.090.6131.078.8939.57B38,291.0802.2217.277.6515.612,4991,109.1884.89254.42
INTC34.462.3514.643.19163.48B162,593.200.481.7614.7715.5920.16106,70012,781.001,992.004,819.00
DELL05.9100.42150,032.200.621.1814.851.411.87108,800112,512.501,581.415,317.87
ORCL43.492.3918.25.08189.92B177,816.900.123.7231.6126.7536.27122,0009,327.002,495.004,144.00
IBM169.6815.7510.772.13167.09B197,231.101.11.334.6612.3315.32379,59219,590.002,416.004,044.00


-------------------------


KEY STATISTICS
Industry Range: Low Light Quintile Light Quintile Dark Quintile Light Quintile Light Quintile High Mouseover quintile for more detail
 

SHAREHOLDER EQUITY

Shares Outstanding313.8 M
Institutional Ownership79.28%
Number of Floating Shares309.2 M
Short Interest as % of Float4.52%

FINANCIAL STRENGTH (MRQ)

Quick Ratio-- 
Current Ratio1.81x
Debt/Equity0.89x
Debt/Assets0.38x
NUAN's debt to equity ratio indicates that it has been more aggressive with using debt to finance growth than 70% of its peers in the Software & Programming industry. The resultant effect on earnings would be more volatile than related companies.

VALUATION (MRQ)

Price/Earnings (TTM)-- 
Price/Sales (TTM)2.75x
Price/Book2.23x
Price/Cash Flow30.88x
NUAN was not profitable in its latest fiscal year, therefore the P/E Ratiois not applicable. Its Price to Cash Flow Ratio would give an alternative indication of its expense relative to the Software & Programming industry.

PROFITABILITY (TTM)

Gross Margin56.41%
Operating Margin0.30%
EBITDA Margin14.05%
Net Profit Margin-6.24%
NUAN's Gross Margin is comparable to other companies in the Software & Programming industry, which means it has relatively the same amount of cash to spend on business operations as its peers. As indicated by the Operating Margin, NUAN controls its costs and expenses better than 67% of its peers.

MANAGEMENT EFFECTIVENESS (TTM)

Return on Assets-2.06%
Return on Equity-4.81%
Return on Inves. Capital-2.35%
The Return on Equity for NUAN shows that it is able to reinvest its earnings as efficiently as its competitors in the Software & Programming industry. Typically, companies that have higher return on equity values are more attractive to investors.

GROWTH RATE (TTM)

Earnings Per Share26.9
Sales2.1
Dividend (MRQ)-- 
NUAN's EPS Growth Rate is greater than 61% of its peers in the Software & Programming industry.

DIVIDEND (TTM)

Dividend Yield-- 
Payout Ratio-- 
Annual Dividend0.00 
The average dividend yield for companies in the Software & Programming industry is 1.55%.

OPERATING RATIOS (TTM)

Asset Turnover0.33%
Inventory Turnover-- 
Receivables Turnover4.93%
Effective Tax Rate-- 
These ratios give an indicator of efficiency (ability to move inventory and generate sales) within a company, particularly ones with tangible goods (i.e. automotive, computer hardware) as compared to its peers.

COMPANY OFFICERS

ChairmanPaul A. Ricci
Executive Vice President - FinanceThomas L. Beaudoin
Corporate ExecutiveEarl H. Devanny
Executive Vice PresidentWilliam Robbins
Executive Vice PresidentAdam Bruce. Bowden
Lead DirectorRobert J. Frankenberg
DirectorRobert J. Finocchio
Independent DirectorBrett M. Icahn
Independent DirectorWilliam H. Janeway

COMPANY CONTACT

Employees14,000
Headquarters1 Wayside Rd
BURLINGTON, MA 01803-4609
Phone781-565-5000
Fax781-565-5001
Web Address
http://www.nuance.com
 

-------------------------

BALANCE SHEET
 5 yr Trend2010
09/30/10
2011
09/30/11
2012
09/30/12
2013
09/30/13
2014
09/30/14

ASSETS

Cash & Equivalents 5174471,130808547
Short Term Investments 53103941
Cash and Short Term Inv 5224781,130847588
Trade Accts Recvble, Gross 224287388397450
Prov. for Doubtful Accts (6)(6)(7)(14)(21)
Total Receivables, Net 225281381383428
Invent. - Finished Goods 25434
Inventories - Other 678129
Total Inventory 911111512
Prepaid Expenses 6277918880
Restricted Cash - Current 2570----
Deferred Income Tax --0887556
Other Current Assets ------20
Other Curr. Assets, Total 257887756
Total Current Assets 8428551,7011,4101,165
Buildings 2125273240
Land/Improvements 22222
Machinery/Equipment 125162224303370
Construction in Progress 13224
Prop./Plant/Equip. - Gross 149192255339417
Accumulated Depreciation (87)(113)(139)(178)(225)
Prop./Plant/Equip. - Net 6278116161191
Goodwill, Net 2,0782,3482,9553,2933,411
Intangibles, Gross 1,0591,2271,4841,5861,632
Accum. Intangible Amort. (373)(496)(577)(633)(716)
Intangibles, Net 686732907953915
Long Term Investments 28--------
Other Long Term Assets 7483120142138
Total Assets 3,7704,0955,7995,9595,820

LIABILITIES

Accounts Payable 79831139162
Accrued Expenses 147172211181210
Notes Payable/ST Debt 00000
Curr. Port. LT Dbt/Cap Ls. 873802465
Customer Advances 142186207254298
Income Taxes Payable 445----
Deferred Income Tax 0--------
Other Current Liabilities 224503468
Other Curr. Lblts, Total 149214261287366
Total Current Liabilities 382475965805642
Total Long Term Debt 8518531,7362,1082,127
Total Debt 8598602,1162,3542,132
Deferred Income Tax 6472161163156
Other Liabilities, Total 175202210244313
Total Liabilities 1,4731,6023,0713,3213,238

SHAREHOLDER EQUITY

Pref. Stock-Non Rdmbl, Net 555----
Common Stock 00000
Additional Paid-In Capital 2,5822,7462,9083,0173,153
Ret. Earn.(Accum. Deficit) (281)(243)(161)(369)(531)
Treasury Stock - Common (17)(17)(17)(17)(17)
Unrealized Gain (Loss) 000----
Cum. Trans. Adjustment 134(3)8(20)
Min. Pension Lblty Adj. (5)(2)(4)(1)(4)
Other Comprehensive Income 000----
Other Equity, Total 82(7)7(24)
Total Equity 2,2972,4932,7282,6382,582
Total Liabilities & Shareholders� Equity 3,7704,0955,7995,9595,820
Shr Outs.-Com. Primary Iss. 298309312316321
Shr Outs.-Com. Stk. Iss. 2 444----
Ttl Comm. Shares Outs. 302312316316321
Trsy. Shrs-Comm. Primary Iss. 44444
Trsy. Shrs-Comm. Iss. 2 000----

() = Negative Value
Values are displayed in Millions

-------------------------

INCOME STATEMENT
 5 yr Trend2010
09/30/10
2011
09/30/11
2012
09/30/12
2013
09/30/13
2014
09/30/14

REVENUE AND GROSS PROFIT

Total Revenue 1,1191,3191,6521,8551,923

OPERATING EXPENSES

Cost of Revenue, Total 409500605767844
Selling/Gen/Admin Expense 388454415495497
Sell/Gen/AdminExpenses,Tot 388454533600609
Research & Development 152179225289339
Depreciation/Amortization 888895105109
Purchased R&D Written-Off 0--------
Restructuring Charge 182381619
Other Unusual Expnse (In) 3122593024
Unusual Expense (Income) 4945674644
Total Operating Expense 1,0861,2661,5251,8071,945
Operating Income 335312648(21)

NON-OPERATING INCOME & EXPENSES

Inter Expse,Net Non-Operat (41)(37)(85)(138)(133)
Inter Income, Non-Operating 13222
Invest Income, Non-Operat ----6(4)(7)
Inter/Invest Inc, Non-Oper 138(3)(4)
OtherNon-OperatInc (Expnse) 61116(5)3
Other, Net 61116(5)3
Income Before Tax (1)3065(97)(155)

INCOME TAXES

Income Tax - Total 18(8)(142)19(5)
Income After Tax (19)38207(115)(150)

MINORITY INTEREST AND EQUITY IN AFFILIATES

Net Inc Before Extra Items (19)38207(115)(150)
Net Income (19)38207(115)(150)

ADJUSTMENTS TO NET INCOME

Total Adjust to Net Income 00(2)00
Income Available to Common Excl. Extra. Items (19)38205(115)(150)
Income Available to Common Incl. Extra. Items (19)38205(115)(150)

EPS RECONCILIATION

Basic/Primary Weighted Average Shares 287302306314317
Basic/Primary EPS Excl. Extra. Items (0.07)0.130.67(0.37)(0.47)
Basic/Primary EPS Incl. Extra. Items (0.07)0.130.67(0.37)(0.47)
Dilution Adjustment 00200
Diluted Weighted Average Shares 287316321314317
Diluted EPS Excl. Extra. Items (0.07)0.120.65(0.37)(0.47)
Diluted EPS Incl. Extra. Items (0.07)0.120.65(0.37)(0.47)

COMMON STOCK DIVIDENDS

Div/Share-ComStockPrimIssue 0.000.000.000.000.00
Gross Divid - Common Stock 00000

PRO FORMA INCOME

Pro Forma Net Income ----------

SUPPLEMENTAL ITEMS

Interest Expense, Suppl 413785138133
Depreciat/Amort, Suppl 2228324052

NORMALIZED INCOME

Total Special Items 4945674644
Normalized Income Before Tax 4775132(51)(111)
EffectSpecItemsInclTax(STEC) 1716231615
InclTaxExcl/ImpactSpecItems 357(118)3511
Normalized Income After Tax 1267251(85)(122)
Normalized Inc Avail to Common 1267248(85)(122)
Basic Normalized EPS 0.040.220.81(0.27)(0.38)
Diluted Normalized EPS 0.040.210.78(0.27)(0.38)

() = Negative Value
Values are displayed in Millions

-------------------------

CASH FLOW STATEMENT
 5 yr Trend2010
09/30/10
2011
09/30/11
2012
09/30/12
2013
09/30/13
2014
09/30/14

CASH FROM (USED BY) OPERATING ACTIVITIES

Net Income (19,099)38,238207,135(115,238)(150,343)
Depreciation/Depletion 157,156170,933187,183208,659221,776
Deferred Taxes 3,742(43,890)(151,547)(2,472)(22,172)
Unusual Items 6,83311,72500--
Other Non-Cash Items 114,670176,298200,368193,597221,957
Non-Cash Items 121,503188,023200,368193,597221,957
Cash Taxes Pd, Supplemental 14,21515,94913,29218,32915,591
Cash Interest Pd, Suppl 27,89923,03436,90795,72796,743
Accounts Receivable (773)(25,530)(55,210)25,165(39,502)
Prepaid Expenses (3,840)(11,793)13,88110,988(396)
Accounts Payable 4,710(8,193)22,645(26,843)(28,617)
Accrued Expenses (6,760)(6,775)8,93916,50613,617
Changes in Working Capital 32,9804,10729,860110,46486,929
Total Cash from Operations 296,282357,411472,999395,010358,147

PLUS: CASH FROM (USED BY) INVESTING ACTIVITIES

Purchase of Fixed Assets (25,974)(34,907)(62,910)(55,588)(60,287)
Purchase/Acq of Intangibles (15,300)(6,715)------
Capital Expenditures (41,274)(41,622)(62,910)(55,588)(60,287)
Acquisition of Business (203,729)(402,290)(884,945)(607,653)(253,000)
Sale/Maturity of Investment 011,65031,7898,76864,975
Purchase of Investments (48,499)(10,776)(15,156)(39,435)(62,639)
Other Investing Cash Flow (22,070)17,1846,74700
OtherInvestCashFlowItms,Tot (274,298)(384,232)(861,565)(638,320)(250,664)
Total Cash from Investing (315,572)(425,854)(924,475)(693,908)(310,951)

PLUS: CASH FROM (USED BY) FINANCING ACTIVITIES

Financing Cash Flow Items (13,650)(12,527)1,320,415560,837(45,407)
Sale/Issuance of Common 41,86036,66727,74730,21622,652
Repurch/Retirement Common 00(199,997)(184,388)(26,483)
Iss (Retirmnt) of Stock,Net 41,86036,667(172,250)(154,172)(3,831)
Short Term Debt Reduction (8,460)(7,535)(6,605)(425,634)--
Short Term Debt, Net (8,460)(7,535)(6,605)(425,634)--
Long Term Debt, Net (9,870)(10,643)(8,525)(1,688)(257,928)
Iss (Retirmnt) of Debt, Net (18,330)(18,178)(15,130)(427,322)(257,928)
Total Cash From Financing 9,8805,9621,133,035(20,657)(307,166)

EQUALS: INCREASE (DECREASE) IN CASH

Foreign Exchange Effects (998)(6,925)978(2,088)(918)
Net Change in Cash (10,408)(69,406)682,537(321,643)(260,888)
NetCash-BeginBal/RsvdforFutUse 527,038516,630447,2241,129,761808,118
NetCash-EndBal/RsrvforFutUse 516,630447,2241,129,761808,118547,230
Depreciation, Supplemental 157,156170,933187,183208,659221,776
Cash Interest Pd, Suppl 27,89923,03436,90795,72796,743
Cash Taxes Pd, Supplemental 14,21515,94913,29218,32915,591

() = Negative Value
Values are displayed in Thousands


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Posted by 쁘레드

애플의 넘사벽은 어떤 누구도 당분간 근접할수 없을것 같습니다.

중국기업이 25위중에 5개나 있습니다.(20%) 100위중에는 15개가 있고요.(15%)


BrandZ TOP 100 MOST VALUABLE GLOBAL BRANDS 2015

  1. Apple, 애플

  2. Google, 구글

  3. Microsoft, 마이크로소프트

  4. IBM

  5. VISA, 비자카드

  6. AT&T

  7. Verizon, 버라이존

  8. Coca Cola, 코카콜라

  9. McDonald's, 맥도날드

  10. Marboro, 말보로

  11. Tencent, 텐센트

  12. Facebook, 페이스북

  13. Alibaba Group, 알리바바

  14. Amazon, 아마존

  15. China Mobile

  16. Wells Fargo

  17. GE

  18. UPS

  19. Disney, 디즈니

  20. Master Card, 마스터카드

  21. Baidu, 바이두

  22. ICBC

  23. Vodafone, 보다폰

  24. SAP

  25. American Express, 어메리칸 익스프레스

http://www.millwardbrown.com/mb-global/brand-strategy/brand-equity/brandz/top-global-brands/2015/key-results

전체 리스트는 여기서 확인 : http://www.millwardbrown.com/BrandZ/2015/Global/2015_BrandZ_Top100_Report.pdf


Top10 2006 vs 2015




---------------------------

BrandZ™ Global Top 10: 2006 and 2015

Rank 2006

Brand Value

2006 $M 2015

Brand Value

2015 $M

1 Microsoft 62,039 Apple 246,992

2 GE 55,834 Google 173,652

3 Coca-Cola 41,406 Microsoft 115,500

4 China Mobile 39,168 IBM 93,987

5 Marlboro 38,510 Visa 91,962

6 Walmart 37,567 AT&T 89,492

7 Google 37,445 Verizon 86,009

8 IBM 36,084 Coca-Cola 83,841

9 Citi 31,028 McDonald's 81,162

10 Toyota 30,201 Marlboro 80,352 

---------------------------

10년동안 성장률이 가장 높은 10개.

애플은 1위면서 10년동안 가장 높게 성장한 기업입니다. 앞으로 몇년도 계속 성장이 가능할것으로 보고 있습니다.

도미노 피자의 폭등이 부럽습니다. 파자따위로.

에르메스 명품 브랜드의 성장도 놀랍네요.

10-Year Top 10 Risers

Rank Brand Category

Brand value

% change

2015 vs 2006

1 Apple Technology 1,446%

2 AT&T Telecom Providers 1,240%

3 Amazon Retail 941%

4 Domino's Pizza Fast Food 900%

5 Skol Beer 702%

6 Verizon Telecom Providers 477%

7 Google Technology 364%

8 Zara Apparel 331%

9 SAP Technology 299%

10 Hermès Luxury 292%

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Posted by 쁘레드
IT이야기2015. 4. 16. 05:24
삼성 노트4가 아이폰 보다 램도 많고 좋은것도 많은데 윈도우쳐럼 중간중간 Sleep을 하는건지 빠르지도 않고.


5개 App 사용램만 더해보니, 364MB. 그럼 안드로이드가 2GB가량 먹고있는거야? 도대체 뭐가 먹고 있는거야?

며칠전 버라이존 노트4도 롤리팝(lollipop, lp) upgrade가 나와서 바로 update했습니다. update하자마다 카메라를 눌러 사진을 하나 찍는데 crash. 된장. 이런거 테스트도 안하나? 요즘 오픈소스로 quality를 기대한다는 것이 얼마나 어려운가에 대해서 생각하고 있습니다. 역시 모두가 다 인정하는 위대한 제품을 만들려면 open source로는 안되는 걸까요?

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Posted by 쁘레드