$DST (DST Systems Inc.)

$DST {{ '2016-06-14T19:45:59+0000' | timeago}} • Announcement

$DST estimates that the proposed sale of NACC will result in after-tax proceeds of approx. $310MM. It intends to use its net after tax proceeds in accordance with its capital plan including investments in the business, share repurchases, strategic acquisitions and debt repayments. BofA Merrill Lynch is acting as financial advisor to $DST.

$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.

$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.

$AKAM {{ '2017-07-25T20:52:11+0000' | timeago}} • Infographic

$AKAM Akamai Technologies, Inc. Earnings AlphaGraphics: Q2 2017 highlights

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

$TXN Texas Instruments Earnings AlphaGraphics: Q2 2017 highlights

$AKAM {{ '2017-07-25T20:35:27+0000' | timeago}} • Announcement

In 2Q17, $AKAM's U.S. revenue was $403MM, up 2% year-over-year. International revenue was $206MM, up 16%. Cash from operations was $225MM while cash, cash equivalents and marketable securities as of June 30, 2017 was $1.4Bil.

$AKAM {{ '2017-07-25T20:33:02+0000' | timeago}} • Announcement

$AKAM posted a 6% hike in revenue of $609MM for 2Q17, but costs and expenses pushed net income down by 22% to $58MM or $0.33 per diluted share. Non-GAAP EPS was down 3% to $0.62 per diluted share, while GAAP income from operations fell 21% to $87MM.

$GOOGL {{ '2017-07-24T23:30:52+0000' | timeago}} • Webcast

$GOOGL is in the process of testing and developing Google Maps to enhance the customer experience. The company intends to roll out Store Sales Measurement in the coming months to enable advertisers to measure revenue, in addition to store visits. Going ahead, Google sees strong growth for YouTube across all platforms, including television.

$GOOGL {{ '2017-07-24T22:35:02+0000' | timeago}} • Webcast

For 3Q17, $GOOGL expects headcount additions to be seasonally high. Going ahead, significant contributions are expected from the growing non-ads revenue businesses, especially Google Play. Google continues to shift its focus to AI-driven computing, with efforts to make the technology available to people across the world.

$GOOGL {{ '2017-07-24T22:12:43+0000' | timeago}} • Webcast

$GOOGL said the 20% growth in search revenue in 2Q17 was driven mainly by mobile search and YouTube. The $2.8Bil capital expenditure reflected investments in production equipment facilities and development of data centers. The internet search leader raised its stock–based compensation by 40% annually to $1.9Bil in the second quarter.

$GOOGL {{ '2017-07-24T21:13:12+0000' | timeago}} • Announcement

$GOOGL said revenues of the Google segment grew 21% annually to $25.76Bil in 2Q17. Revenues of Other Bets division climbed 34% to $248MM. Revenues from US operations advanced 23%, and those from Europe, Middle East and Africa moved up 14%. APAC revenues grew 28%, while other Americas revenues dropped 8%.

$GOOGL {{ '2017-07-24T21:00:24+0000' | timeago}} • Announcement

Earnings of search service behemoth $GOOGL fell sharply in 2Q17, hurt by penalty imposed by the EU in an antitrust lawsuit. EPS dropped to $5.01 from $7 last year, despite a 21% rise in revenues. There was a 52% annual growth in aggregate paid clicks, while aggregate cost-per-click dropped 23%. Alphabet’s Other Bets division remained in loss.

$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.

$CDNS {{ '2017-07-24T20:33:40+0000' | timeago}} • Announcement

Electronic design automation company $CDNS reported a 40% jump in 2Q17 earnings, driven by robust software and IP growth. Net earnings spiked to $69.12M or $0.25 per share from $49.34MM or $0.17 per share a year earlier. Revenue increased 5.73% $479MM. On an adjusted basis, the company earned $0.34 per diluted share.

$ETFC {{ '2017-07-21T19:52:35+0000' | timeago}} • Webcast

$ETFC assumed a dividend needs to really be built around sort of the core earnings and growth over time from that earnings stream. $ETFC's decision really in looking at it from a capital generation standpoint is a good portion of this is related to actions being taken within the capital plan. $ETFC believes buyback is the right path for this.

$ETFC {{ '2017-07-21T19:42:42+0000' | timeago}} • Webcast

$ETFC's net interest income for 2Q17 increased 12% to $356MM, as it grew average interest earning assets by $3.2Bil and net interest margin increased 11 basis points to 274 basis points. This was driven by impact of March Fed rate hike, higher customer margin balances, and strong securities lending activity attributable to a popular March IPO.

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