$TSRA (Tessera Technologies Inc.)

$TSRA {{ '2016-05-23T21:19:22+0000' | timeago}} • Announcement

$TSRA said it and certain of its subsidiaries filed legal proceedings for patent infringement in both domestic and international jurisdictions against $BRCM and, in some cases, against certain of its customers and distributors.

$SNPS {{ '2017-11-20T17:00:21+0000' | timeago}} • Announcement

$SNPS released its LucidShape CAA V5 Based software product, which gives designers the flexibility to simulate multiple lighting functions and optical design variations in the same part or product. This can substantially speed optical analyses and the exploration of design solutions.

$MRVL {{ '2017-11-20T15:10:37+0000' | timeago}} • Announcement

$MRVL expects preliminary revenue of $610-620MM and non-GAAP EPS of $0.32-0.34 for 3Q18.

$MRVL {{ '2017-11-20T15:10:21+0000' | timeago}} • Announcement

$MRVL will acquire $CAVM. The transaction is expected to generate at least $150-175MM of annual run-rate synergies within 18 months post close and to be significantly accretive to revenue growth, margins and non-GAAP EPS. Matt Murphy will lead the combined company and Cavium’s CEO, Syed Ali, will act as a strategic advisor and join $MRVL’s BoD.

$MRVL {{ '2017-11-20T15:10:05+0000' | timeago}} • Announcement

$MRVL agreed to acquire $CAVM for $40 per share in cash and 2.1757 Marvell common shares for each Cavium share, representing a total value of approx. $6Bil. The deal is expected to close in mid-calendar 2018. $MRVL intends to fund the cash consideration with a combination of cash on hand from the combined companies and $1.75Bil in debt financing.

$AMAT {{ '2017-11-17T21:19:51+0000' | timeago}} • Announcement

For 1Q18, $AMAT expects sales to be $4.00-4.20Bil, representing a midpoint increase of approx. 25%. Non-GAAP EPS is estimated to be $0.94-1.02, representing a midpoint increase of approx. 46% YoY. Earlier on Sept. 27, Applied Materials guided $19.6Bil of revenue and $5.08 of non-GAAP EPS for FY20.

$AMAT {{ '2017-11-17T21:13:31+0000' | timeago}} • Announcement

$AMAT, which celebrated its 50th birthday on Nov. 10, 2017, reported strong results for its final quarter of 2017, helped by the robust sales in the Display segment. Profit surged more than 60% to $982MM or $0.91 per share in 4Q17. Sales spiked 20% to $3.97Bil, while non-GAAP EPS shot up 41% to $0.93.

$NVDA {{ '2017-11-17T20:26:27+0000' | timeago}} • Webcast

$NVDA said that every major server computer maker in the world has now supported Volta and in the process of taking Volta out to market. HP, Dell, IBM, Cisco and Huawei in China, Insper in China, Lenovo, have all announced that they will be building service - families of servers around the Volta GPU.

$NVDA {{ '2017-11-17T20:22:01+0000' | timeago}} • Webcast

In data center business, $NVDA has started ramping Volta strongly during 3Q18. Every major cloud provider from Amazon, Microsoft, Google to Baidu, Alibaba and Tencent and recently, Oracle, has announced support for Volta. The company will be providing Volta for their internal use of deep learning as well as external public cloud services.

$AVGO {{ '2017-11-17T16:35:11+0000' | timeago}} • Announcement

$AVGO closed its purchase of $BRCD. Brocade's common stock will now cease to be traded on Nasdaq. Brocade will operate as an indirect subsidiary of $AVGO and will be led by Jack Rondoni as General Manager.

$CDNS {{ '2017-11-17T14:46:45+0000' | timeago}} • Announcement

$CDNS appointed Anirudh Devgan, EVP and general manager of the Digital & Signoff Group and the System & Verification Group, as president of Cadence, effective immediately. Devgan will report to Lip-Bu Tan, Cadence CEO.

$AVGO {{ '2017-11-17T14:33:55+0000' | timeago}} • Announcement

$AVGO completes acquisition of $BRCD. $BRCD  will now cease to be traded on NASDAQ and will operate as an indirect subsidiary of $AVGO, led by Jack Rondoni as General Manager.

$CCMP {{ '2017-11-17T14:19:40+0000' | timeago}} • Announcement

NuMat Technologies said William Noglows, the Chairman and former CEO of $CCMP, was elected to its BoD. Bill joins a board comprised of other leading executives, including William Kroll, Chairman Emeritus of Matheson TriGas and Jay Collins, the former CEO of $Oll.

$AMAT {{ '2017-11-16T21:42:48+0000' | timeago}} • Infographic

$AMAT Applied Materials, Inc. Earnings AlphaGraphic: Q4 2017 Highlights

$CSCO {{ '2017-11-16T19:56:42+0000' | timeago}} • Webcast

In the most recent quarter, $CSCO announced a definitive agreement to acquire technology firm BroadSoft, in order to enhance its cloud-based business. The company expects the pressure on margins from ‘memory’ prices to continue in the near term. In future, new elements will be incorporated into Security products, which are undergoing innovation.

$CSCO {{ '2017-11-16T19:09:20+0000' | timeago}} • Webcast

Internet gear maker $CSCO attributed its 1Q18 earnings growth to broad-based order growth, especially for the intent-based networking solutions. Currently, Cisco is working with $GOOGL to develop a hybrid cloud solution for on-premise environments. In addition, investments and acquisitions are in the pipeline to develop the Multicloud portfolio.

$CSCO {{ '2017-11-15T22:33:08+0000' | timeago}} • Announcement

After registering improved earnings in 1Q18, $CSCO said its second quarter revenues are likely to grow between 1% and 3%, compared to last year. The company is looking for GAAP earnings of $0.46-$0.51 per share for 2Q18, and non-GAAP earnings per share in the range of $0.58 to $0.60. Adjusted gross margin is forecasted in the 62.5-63.5% range.

$CSCO {{ '2017-11-15T22:22:34+0000' | timeago}} • Announcement

Revenues of networking equipment maker $CSCO decreased 2% to $12Bil in 1Q18, but came in above expectations. Product revenue dropped 3%, while service revenue gained modestly. Meanwhile, earnings increased 3% YoY to $2.4Bil or $0.48 per share. Adjusted earnings remained unchanged at $0.61 per share, but exceeded market expectations.

$CSCO {{ '2017-11-15T21:52:37+0000' | timeago}} • Infographic

$CSCO Cisco Systems, Inc. Earnings AlphaGraphic: Q1 2018 Highlights

$QCOM {{ '2017-11-14T13:39:27+0000' | timeago}} • Announcement

$QCOM's BoD unanimously rejected its rival $AVGO's $103Bil takeover proposal, stating the proposal undervalues $QCOM and comes with significant regulatory uncertainty. $QCOM has a pending $28.1Bil deal with $NXPI that is currently under the regulatory review in Europe.

$NVDA {{ '2017-11-09T22:33:34+0000' | timeago}} • Announcement

The battle of trio - $NVDA $AMD $INTC - over the GPU market is getting intense as Intel hired ex-head of AMD's graphics business. Intel looks to expand its high-end discrete GPU for a broad range of computing: a field Nvidia has ruled for a long time. With this battle favoring its peers, Nvidia yet again showed its strength with solid 3Q18 results.

Recent Transcripts

AMAT (Applied Materials Inc)
Thursday, November 16 2017 - 9:30pm
CSCO (Cisco Systems, Inc.)
Wednesday, November 15 2017 - 9:30pm
NVDA (NVIDIA Corporation)
Thursday, November 9 2017 - 10:00pm
MCHP (Microchip Technology Inc.)
Monday, November 6 2017 - 10:00pm
SWKS (Skyworks Solutions Inc.)
Monday, November 6 2017 - 10:00pm
MSI (Motorola Solutions, Inc.)
Thursday, November 2 2017 - 9:00pm
AAPL (Apple Inc.)
Thursday, November 2 2017 - 9:00pm
MDRX (Allscripts Healthcare Solutions, Inc.)
Thursday, November 2 2017 - 8:30pm
QRVO (Qorvo, Inc.)
Wednesday, November 1 2017 - 9:00pm
FB (Facebook, Inc.)
Wednesday, November 1 2017 - 9:00pm
ULTI (The Ultimate Software Group, Inc.)
Wednesday, November 1 2017 - 9:00pm
GRPN (Groupon, Inc.)
Wednesday, November 1 2017 - 2:00pm
AMKR (Amkor Technology Inc)
Monday, October 30 2017 - 9:00pm
CDNS (Cadence Design Systems Inc.)
Thursday, October 26 2017 - 9:00pm
TER (Teradyne Inc.)
Thursday, October 26 2017 - 2:00pm
CCMP (Cabot Microelectronics Corporation)
Thursday, October 26 2017 - 2:00pm
MLNX (Mellanox Technologies, Ltd.)
Wednesday, October 25 2017 - 9:00pm
SLAB (Silicon Laboratories Inc.)
Wednesday, October 25 2017 - 12:30pm
SIRI (Sirius XM Holdings Inc.)
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RMBS (Rambus Inc.)
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