$PLCM (Polycom, Inc.)

$PLCM {{ '2016-06-08T18:28:03+0000' | timeago}} • Announcement

$PLCM said that it has received a revised, non-binding proposal from a private equity firm. Under the terms of the revised proposal, the private equity firm will acquire 100% of $PLCM's outstanding common stock for an all-cash offer of $12.25 per share in a take-private transaction.

$TXN {{ '2017-07-25T22:07:31+0000' | timeago}} • Announcement

$TXN, which supplies chips to $AAPL (iPhone) for charging controller and power management reported strong segment results. Analog revenues increased 18% due to increased production of 300mm wafers, which is 40% cheaper vs 200mm wafers. Embedded Processing revenue grew 15% due to increased revenues from microcontrollers and processors product lines.

$TTEC {{ '2017-07-24T19:37:34+0000' | timeago}} • Announcement

$TTEC has roped in Jeff Marcoux as its VP of Product Marketing. He will be responsible for strategic evolution of customer experience solutions and service design innovation. Marcoux joins $TTEC from $MSFT, where he was into finding marketing solutions and developing SaaS solutions as the Senior Executive interface to Microsoft clients' CMOs.

$CSCO {{ '2017-07-24T13:25:09+0000' | timeago}} • Announcement

$CSCO is partnering with the TIM Group to renew TIM's Optical Packet Metro (OPM) network. TIM's new OPM network will integrate $CSCO’s ASR 9000 technology, which will help TIM to effectively digitize its fixed and mobile line services. The investment is part of TIM's 3-year plan for 2017-2019, and involves an investment of about EUR5Bil.

$MSFT {{ '2017-07-21T15:21:13+0000' | timeago}} • Webcast

When asked about the layoff of sales employees that was announced by $MSFT earlier this month, CEO Satya Nadella said that the approach is to transform everything that's been done in the company. He added that this transformation is ongoing and has been happening over multiple years.

$MSFT {{ '2017-07-21T15:13:41+0000' | timeago}} • Webcast

$MSFT said that Office 365 commercial revenue grew 43%. For the first time, Office 365 Commercial revenue surpassed revenue from traditional licensing business. Commercial cloud annualized revenue run rate exceeded $18.9Bil, up 56%. Two years ago, Microsoft aimed to reach the $20Bil goal in annualized commercial cloud revenue run rate.

$MSFT {{ '2017-07-21T14:55:23+0000' | timeago}} • Webcast

For 1Q18, $MSFT expects operating expenses to be $8.6-8.7Bil, including about $1Bil from LinkedIn. CapEx is expected to be similar to 4Q17. More Personal Computing segment revenue is expected to be $8.6-8.9Bil and gaming is expected to have the typical seasonality revenue pattern for a pre-holiday quarter.

$MSFT {{ '2017-07-21T14:40:37+0000' | timeago}} • Webcast

For 1Q18, $MSFT expects Productivity and Business Processes segment's revenue to be $8.1-8.3Bil. Revenue from LinkedIn is expected to be about $1.1Bil. For Intelligent Cloud, Microsoft expects revenue to be $6.9-7.1Bil, helped by double-digit revenue growth across server products and cloud services with strong customer demand for Azure.

$MSFT {{ '2017-07-21T14:33:52+0000' | timeago}} • Webcast

For FY18, $MSFT anticipates that increasing demand for cloud services and healthy renewals will drive a higher annuity mix. Organic Microsoft expenses are expected to grow 3-4%. Also, $MSFT plans to increase the investments in LinkedIn to fuel its strong revenue growth.

$MSFT {{ '2017-07-21T14:22:52+0000' | timeago}} • Webcast

$MSFT said the large markets like the US, Germany and Japan performed better than its expectations in 4Q17. To compete with its competitors $GOOGL and $AMZN, Microsoft invested about $3.3Bil in CapEx, which includes the capital leases. This was up sequentially partly due to the deferral of planned datacenter spending from 3Q17 to 4Q17.

$MSFT {{ '2017-07-21T13:29:07+0000' | timeago}} • Announcement

$MSFT's gaming revenue grew 3% in 4Q17, helped by strength in Xbox software and services, offset by lower hardware revenue. Xbox software and services revenue grew 11%, while Xbox live monthly active users grew 8% to 53MM, with growth in Xbox One, Windows 10, and mobile platforms.

$MSFT {{ '2017-07-21T13:28:14+0000' | timeago}} • Announcement

Revenue of More Personal Computing segment, $MSFT's biggest segment, declined 2% in 4Q17, hurt by declining phone revenue, offset by growth in search, Windows, and gaming revenue. Windows OEM and Windows commercial products and cloud services revenue increased by 1% and 8%, respectively. Surface revenue slipped 2% and phone revenue declined $361MM.

$MSFT {{ '2017-07-21T13:25:31+0000' | timeago}} • Announcement

Revenue of Productivity and Business Processes segment, $MSFT's second largest segment, grew 21% in 4Q17 helped by LinkedIn and Office 365 offerings. LinkedIn, which was acquired by $MSFT in 2016, contributed $1.07Bil to Microsoft's revenue in 4Q17. Operating expenses increased 41% or $1Bil for the segment, hurt by LinkedIn related expenses.

$MSFT {{ '2017-07-21T12:34:48+0000' | timeago}} • Announcement

$MSFT's Intelligent Cloud unit revenue grew 11% in 4Q17, boosted by growth in server products and cloud services. Revenue of server products and cloud services was up 15%, while Azure, the software giant's cloud platform, surged 97%. Last week, $MSFT announced that $DNB and Chinese Internet firm $BIDU will use Azure for their cloud computing needs.

$MSFT {{ '2017-07-21T11:53:27+0000' | timeago}} • Announcement

$MSFT's GAAP revenue grew 13% YoY to $23.3Bil and non-GAAP revenue was up 9% at $24.7Bil in 4Q17. The increase in revenue was driven by growth in Productivity and Business Processes and Intelligent Cloud segments, and a decrease in the net revenue deferrals of $1.4Bil related to Windows 10 operating system.

$MSFT {{ '2017-07-20T22:39:57+0000' | timeago}} • Announcement

$MSFT, the 3rd largest market cap firm in US after $AAPL and $GOOGL, reported a profit that doubled in the tech giant's final quarter of 2017. The strong performance was boosted by growth in Cloud and Office businesses. GAAP net income surged 109% to $6.5Bil. GAAP EPS spiked up 112% to $0.83, aided by tax benefits. Non-GAAP EPS grew 42% to $0.98.

$MSFT {{ '2017-07-20T21:41:07+0000' | timeago}} • Infographic

$MSFT Microsoft Corp. Earnings AlphaGraphics: Q4 2017 highlights

$AAPL {{ '2017-07-20T12:48:23+0000' | timeago}} • Webcast

In regard with its battle against $AAPL, $QCOM has filed patent infringement complaints against the iPhone maker with both the International Trade Commission and in Federal Court in the US. The ITC investigation is expected to commence in August and the case will be tried next year.

$MSFT {{ '2017-07-19T21:56:12+0000' | timeago}} • Announcement

$MSFT and $DNB announces a strategic partnership. $DNB will use Microsoft Azure as its cloud platform. Dun & Bradstreet data will be made available through Microsoft Dynamics 365, a cloud-powered service, and the Microsoft’s Common Data Service. Also, the tech giant and D&B will enter into a co-selling arrangement beginning later this year.

$QCOM {{ '2017-07-19T21:27:34+0000' | timeago}} • Announcement

For 4Q17 $QCOM expects its revenue to be in the range of $5.4-6.2Bil. The company expects its diluted EPS to be about $0.55-0.65 and non-GAAP EPS to be in the range of $0.75-0.85. This guidance does not include QTL revenues related to the sale of $AAPL products by Apple’s contract manufacturers

$QCOM {{ '2017-07-19T21:23:19+0000' | timeago}} • Announcement

$QCOM's 3Q17 results were negatively impacted due to the actions taken by $AAPL's contract manufacturers, who failed to fully report and not pay royalties due on the sales of $AAPL products. Due to this the company did not provide certain metrics of its QTL business, which include total device sales and related estimated ranges of device shipment.

Recent Transcripts

MSFT (Microsoft Corporation)
Thursday, July 20 2017 - 9:30pm
CHKP (Check Point Software Technologies Ltd.)
Thursday, July 20 2017 - 12:30pm
ORCL (Oracle Corporation)
Wednesday, June 21 2017 - 9:00pm
CIEN (Ciena Corporation)
Thursday, June 1 2017 - 12:30pm
PTNR (Partner Communications Company Ltd.)
Monday, May 22 2017 - 2:00pm
CSCO (Cisco Systems, Inc.)
Wednesday, May 17 2017 - 8:30pm
MARK (Remark Media, Inc.)
Monday, May 15 2017 - 3:00pm
NMRX (Numerex Corp.)
Tuesday, May 9 2017 - 8:30pm
RNET (RigNet, Inc.)
Tuesday, May 9 2017 - 3:00pm
INFN (Infinera Corporation)
Thursday, May 4 2017 - 9:00pm
SHEN (Shenandoah Telecommunications Co.)
Thursday, May 4 2017 - 2:00pm
ORBC (ORBCOMM, Inc.)
Thursday, May 4 2017 - 12:30pm
AAPL (Apple Inc)
Tuesday, May 2 2017 - 9:00pm
RVLT (Revolution Lighting Technologies, Inc.)
Tuesday, May 2 2017 - 3:00pm
OTTR (Otter Tail Corporation)
Tuesday, May 2 2017 - 3:00pm
SBAC (SBA Communications Corp.)
Monday, May 1 2017 - 9:00pm
SNE (Sony Corporation)
Friday, April 28 2017 - 8:15am
MSFT (Microsoft Corporation)
Thursday, April 27 2017 - 9:30pm
CHKP (Check Point Software Technologies Ltd.)
Thursday, April 27 2017 - 12:30pm
NTGR (Netgear Inc.)
Wednesday, April 26 2017 - 9:00pm

AlphaGraphics you may like