$SLAB (Silicon Laboratories Inc.)

$SLAB {{ '2016-08-22T12:32:18+0000' | timeago}} • Announcement

Fabless semiconductor company $SLAB said it has named Lori Knowlton, previously Chief People Officer (CPO) at HomeAway.com, as SVP and CPO of the company. In this role, Knowlton is responsible for the SLAB's talent strategy, leadership development, community relations and culture.

$INTC {{ '2017-07-28T20:24:08+0000' | timeago}} • Announcement

Intel ventured into autonomous driving market with the acquisition of Israeli-based Mobileye NV. The company expects to close the deal in 3Q, which is ahead of previous estimates. $INTC expects the memory, automotive, mobile, and IoT market to be $220Bil by 2021. It has been making inroads in AI space by acquiring Altera, Nervana and Movidius.

$INTC {{ '2017-07-28T20:02:08+0000' | timeago}} • Announcement

As the mainstay PC business continues to decline, $INTC has been investing heavily in new verticals, which is yielding results. Data Center Group, a key focus area for Intel, increased 9% to $4.37Bil. IoT and Non-Volatile Memory Solutions saw growth of 26% and 58% respectively. $INTC launched Core and Xeon processors to tackle competition from AMD.

$INTC {{ '2017-07-28T19:41:11+0000' | timeago}} • Announcement

Intel garners most of its revenue from Client Computing Group (supplies chips to PC firms). Chipmaker has been grappling with decline in PC shipments. Research firm IDC reported traditional PCs shipments were down 3.3% in 2Q17 vs. expected 3.9%, which benefitted $INTC's Client Computing segment. Revenues rose 12% to $8.2Bil.

$INTC {{ '2017-07-28T19:11:06+0000' | timeago}} • Announcement

Chipmaker $INTC more than doubled its second-quarter profit to $2.8Bil fueled by growth from Client Computing division and top-performing Data Center businesses. Revenues rose 14% to $14.8Bil, excluding Intel Security. Security division was spun off into a separate company under the McAfee brand at the beginning of second quarter.

$INTC {{ '2017-07-27T20:50:43+0000' | timeago}} • Infographic

$INTC Intel Corporation Earnings AlphaGraphic: Q2 2017 Highlights

$PYPL {{ '2017-07-27T19:51:53+0000' | timeago}} • Webcast

$PYPL stated that its new partnerships with $FB and $GOOG will start to accelerate and drive future growth looking into 2018, 2019 and 2020. These are not included in the current guidance for FY17.

$PYPL {{ '2017-07-27T19:38:48+0000' | timeago}} • Webcast

$PYPL's open technology platform has enabled expanded partnerships with $GOOG, $AAPL, $FB and Samsung. In April, $GOOG announced an expansion of its partnership to make it easy for consumers to use PayPal as a payment method in Android Pay in-store, in app and online. $FB also announced additional commerce experiences with PayPal on Messenger.

$FB {{ '2017-07-27T18:33:09+0000' | timeago}} • Webcast

$FB reported 47% growth in its 2Q17 ad revenue to $9.2Bil. The growth were strongest in Rest of World and Asia-Pacific that reported 56% and 54% increase respectively. U.S. and Canada and Europe grew at 45% and 43% respectively. Mobile ad revenue was $8Bil, up 53%, and Desktop ad revenue grew 17% despite an ongoing decline in desktop usage.

$FB {{ '2017-07-27T18:32:15+0000' | timeago}} • Webcast

During 2Q17, $FB's community continued to progress with over 1.32Bil people that visited the site on an average day, up 17%  YoY. The community growth was driven mainly by product improvements on Android, Internet.org effort, and ongoing third-party promotional data plans in markets like India.

$FB {{ '2017-07-27T18:31:01+0000' | timeago}} • Webcast

$FB now focuses on its growth drivers Instagram and video ads. Instagram Stories, that was launched last August, continues to grow with more than 250MM users using it daily. The company also began rolling out ads in Instagram Stories during 2Q17.

$FB {{ '2017-07-27T18:30:06+0000' | timeago}} • Webcast

$FB is working on developing its artificial intelligence (AI) technologies, that help people find relevant groups. The company reported 50% jump in users during 2Q17, that joined meaningful communities.  AI is expected to improve the company's core services, CEO Zuckerberg said.

$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

$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.

$INTU {{ '2017-07-20T20:50:50+0000' | timeago}} • Announcement

$INTU appointed Deborah Liu to its BoD. Liu, currently leads $FB's developer and commerce businesses and has spent the last 15 years in product management. Liu is a seed investor and advisor to many start-ups. She co-founded and is the Board Chair of Women in Product.

Recent Transcripts

INTC (Intel Corporation)
Thursday, July 27 2017 - 9:00pm
POWI (Power Integrations Inc.)
Thursday, July 27 2017 - 8:30pm
DSPG (DSP Group Inc.)
Thursday, July 27 2017 - 12:30pm
FB (Facebook, Inc.)
Wednesday, July 26 2017 - 9:00pm
SLAB (Silicon Laboratories Inc.)
Wednesday, July 26 2017 - 12:30pm
UMC (United Microelectronics Corporation)
Wednesday, July 26 2017 - 9:00am
STM (STMicroelectronics NV)
Wednesday, July 26 2017 - 7:30am
RMBS (Rambus Inc.)
Monday, July 24 2017 - 9:00pm
WIT (Wipro Ltd.)
Thursday, July 20 2017 - 1:45pm
NVEC (NVE Corp.)
Wednesday, July 19 2017 - 9:00pm
QCOM (QUALCOMM Incorporated)
Wednesday, July 19 2017 - 8:45pm
TSM (Taiwan Semiconductor Manufacturing Company Limited)
Thursday, July 13 2017 - 6:00am
SOL (ReneSola Ltd.)
Thursday, June 15 2017 - 12:30pm
YGE (Yingli Green Energy Holding Co. Ltd.)
Thursday, June 15 2017 - 12:00pm
MRVL (Marvell Technology Group Ltd.)
Thursday, May 25 2017 - 8:45pm
WYY (WidePoint Corp.)
Monday, May 15 2017 - 8:30pm
EMAN (eMagin Corp.)
Thursday, May 11 2017 - 1:00pm
SMI (Semiconductor Manufacturing International Corp.)
Thursday, May 11 2017 - 12:30am
IDN (Intellicheck Mobilisa, Inc.)
Wednesday, May 10 2017 - 8:30pm
MXL (MaxLinear, Inc.)
Tuesday, May 9 2017 - 8:30pm

AlphaGraphics you may like