$TSRA (Tessera Technologies Inc.)

$TSRA {{ '2016-09-20T12:51:29+0000' | timeago}} • Announcement

$TSRA agreed to buy $DTSI for $42.50 per share, representing a 28% premium to $DTSI's 30-day volume weighted average price as of Sept. 19, 2016. The all-cash transaction is valued at about $850MM. The transaction will immediately add to $TSRA's EPS and free cash flow. Closing of the transaction is expected by late 4Q16 or early 1Q17.

$TWTR {{ '2017-07-27T12:47:48+0000' | timeago}} • Announcement

$TWTR It seems that doom continues with the return of second co-founder Biz Stone in May, as the ubiquitous microblogging platform $TWTR logged its second consecutive revenue slip at $574MM in 2Q17. In terms of total revenue, Larry the bird flew south by 5% YoY and earnings from the US fell by 7%.

$TWTR {{ '2017-07-27T12:12:40+0000' | timeago}} • Infographic

$TWTR Twitter Earnings AlphaGraphic: Q2 2017 highlights

$FB {{ '2017-07-26T22:05:49+0000' | timeago}} • Infographic

$FB's average revenue per user  during 2Q17 trends upwards across the world, yet the majority of the revenue was contributed by US and Canada. which rose 35% to $19.38 much higher when compared to $4.73 from worldwide.

$FB {{ '2017-07-26T21:51:13+0000' | timeago}} • Announcement

$FB's ad revenue for 2Q17 rose 47% YoY to $9.16Bil. This growth rate is more than double of what Google generated in 2Q17. FB's rival and online advertising competitor $GOOG reported 19% increase in ad revenue from Google for 2Q17.

$FB {{ '2017-07-26T21:28:35+0000' | timeago}} • Announcement

$FB, that plans to monetize its 1.2Bil user Messenger app, posted 71% growth in 2Q17 earnings, due to increase in mobile ad sales. Net income rose to $3.89Bil from $2.28Bil in 2Q16. Diluted EPS rose 69% to $1.32 from $0.78. User activity continues to grow, as daily active users rose 17% YoY to 1.32Bil and monthly active users rose 17%  to 2.01Bil.

$FB {{ '2017-07-26T21:01:43+0000' | timeago}} • Infographic

$FB Facebook Earnings AlphaGraphics: Q2 2017 highlights

$TXN {{ '2017-07-26T20:44:52+0000' | timeago}} • Webcast

Talking about guidance, $TXN said it has good visibility for 50% of the revenue and the rest depends on various external factors. Normally, the chip maker takes into account the demand patterns of customers, backlog, and the order flow to provide guidance. Historically, sequential revenue growth is weaker in the first and fourth quarters.

$TXN {{ '2017-07-26T20:43:13+0000' | timeago}} • Webcast

Chipmaker Texas said, at the end of 2016, 51% of its revenue came from automotive and industrial customers. YTD, $TXN continues to see growth in both of these markets, which would result in more revenues. At 2016 end, 85% of $TXN revenue came from shipments to locations outside US; shipments to China typically represent a large portion of revenue.

$TXN {{ '2017-07-26T20:41:14+0000' | timeago}} • Webcast

$TXN continues to focus its strategy on the industrial and automotive markets. Chipmaker believes that industrial and automotive segments will be the fastest-growing semiconductor markets due to their increasing semiconductor content, which also provides diversity and longevity of products resulting in high terminal value of the portfolio.

$FB {{ '2017-07-26T20:28:21+0000' | timeago}} • Infographic

$FB had long warned investors that the revenue growth in 2017 is going to slow, yet the company posted 45% revenue growth in 2Q17 to $9.32Bil. Mobile advertising revenue represented approx. 87% of the advertising revenue during the quarter.

$AMD {{ '2017-07-26T18:33:33+0000' | timeago}} • Webcast

$AMD has re-entered the $16Bil datacenter market by launching its EPYC family of high-performance datacenter processors. The company is aggressively working towards capturing 10% of server-chip market share from $INTC, while also substantially investing in PC processors and graphics chips.

$AMD {{ '2017-07-26T18:08:11+0000' | timeago}} • Webcast

$AMD said the growing adoption of Ryzen CPUs, combined with the sixth consecutive quarter of double-digit YoY Graphics sales growth, resulted in a 51% YoY growth in Computing & Graphics revenue. While $INTC focuses on CPU and $NVDA on GPU, $AMD produces both products and that puts it in a unique position to benefit from a changing market for chips.

$AMD {{ '2017-07-26T17:27:56+0000' | timeago}} • Webcast

In 2Q17, $AMD posted the first operating profit in its Computing and Graphics business in three years, mainly due to stronger sales of its new Ryzen chips. With a significant ramp and strong sell-through of Ryzen CPUs in the first full quarter of sales, Ryzen chips are said to outperform those of $INTC in the desktop PC and gaming markets.

$SNPS {{ '2017-07-26T17:06:48+0000' | timeago}} • Announcement

$SNPS announced that semiconductor company MediaTek has adopted its HAPS-80 prototyping system, part of the Verification Continuum Platform, for their broad portfolio of next generation system-on-chips (SoCs). HAPS-80 will enable MediaTek to accelerate their software development and system validation tasks.

$TXN {{ '2017-07-25T22:24:59+0000' | timeago}} • Announcement

Effective manufacturing strategy & shifting of analog production to 300mm wafer has helped $TXN increase its 2Q17 gross margin to 64.3% vs. 61.2% in 2Q16. Looking ahead, chipmaker expects 3Q17 revenues of $3.74 to 4.06 billion, and EPS between $1.04 and $1.18, which includes an estimated $20MM discrete tax benefit.

$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.

$TXN {{ '2017-07-25T21:47:25+0000' | timeago}} • Announcement

Dallas based chipmaker $TXN, which sells products to about 100,000 customers, reported impressive 2Q17 results, beating Street estimates. Revenue increased 13% backed by continued strong demand for its chips from automotive and industrial customers. The company reported Q2 EPS of $1.03 vs. Street consensus of $0.96.

$TXN {{ '2017-07-25T20:40:29+0000' | timeago}} • Infographic

$TXN Texas Instruments Earnings AlphaGraphics: Q2 2017 highlights

$GOOG {{ '2017-07-24T20:58:25+0000' | timeago}} • Infographic

$GOOG $GOOGL Alphabet Earnings AlphaGraphics: Q2 2017 highlights

$CDNS {{ '2017-07-24T20:40:26+0000' | timeago}} • Announcement

For 3Q17, $CDNS expects total revenue in the range of $475-485MM. GAAP EPS is expected to be in the range of $0.24-0.26, while non-GAAP EPS is expected in the range of $0.33-0.35. For FY17, $CDNS expects total revenue in the range of $1.910-1.950Bil. For FY17, GAAP EPS is expected to be $0.98-1.04, while non-GAAP EPS is expected to be $1.36-1.42.

Recent Transcripts

XLNX (Xilinx Inc.)
Wednesday, July 26 2017 - 9:00pm
FB (Facebook, Inc.)
Wednesday, July 26 2017 - 9:00pm
TXN (Texas Instruments Inc.)
Tuesday, July 25 2017 - 9:00pm
CDNS (Cadence Design Systems Inc.)
Monday, July 24 2017 - 9:00pm
ERIC (Ericsson)
Tuesday, July 18 2017 - 12:00pm
ERIC (Ericsson)
Tuesday, July 18 2017 - 7:00am
ADI (Analog Devices Inc)
Wednesday, May 31 2017 - 2:00pm
MRVL (Marvell Technology Group Ltd.)
Thursday, May 25 2017 - 8:45pm
CSPI (CSP Inc.)
Thursday, May 25 2017 - 1:00pm
AMAT (Applied Materials Inc)
Thursday, May 18 2017 - 8:30pm
SNPS (Synopsys Inc.)
Wednesday, May 17 2017 - 9:00pm
EMAN (eMagin Corp.)
Thursday, May 11 2017 - 1:00pm
MCHP (Microchip Technology Inc.)
Tuesday, May 9 2017 - 9:00pm
NVDA (NVIDIA Corporation)
Tuesday, May 9 2017 - 9:00pm
MSI (Motorola Solutions, Inc.)
Thursday, May 4 2017 - 9:00pm
MDRX (Allscripts Healthcare Solutions, Inc.)
Thursday, May 4 2017 - 8:30pm
QRVO (Qorvo, Inc.)
Wednesday, May 3 2017 - 9:00pm
FB (Facebook, Inc.)
Wednesday, May 3 2017 - 9:00pm
OCLR (Oclaro, Inc.)
Tuesday, May 2 2017 - 9:00pm
HLIT (Harmonic Inc.)
Monday, May 1 2017 - 9:00pm

AlphaGraphics you may like