$MANH (Manhattan Associates, Inc.)

$MANH {{ '2016-10-18T21:23:22+0000' | timeago}} • Webcast

$MANH said it expects about 280 BP growth in FY16 operating margin. Effective tax rate is expected to be about 37.2% for FY16 and 37% for 4Q16.

$IBM {{ '2017-10-20T14:56:27+0000' | timeago}} • Webcast

$IBM said it will continue to see good growth in parts of its business in 4Q17. Additionally for software in total, the company's as-a-service business continues to grow well, and $IBM expects to see the as-a-service performance continue to grow going forward.

$IBM {{ '2017-10-20T14:54:15+0000' | timeago}} • Webcast

$IBM continues to expect its full-year free cash flow to be relatively flat year-to-year. Looking into 4Q17, the company expects stronger sequential performance due to the mainframe cycle, which is expected to be $300-400MM more compared to the same quarter a year ago.

$ADBE {{ '2017-10-19T16:55:41+0000' | timeago}} • Announcement

$ADBE targets FY18 revenue to grow 20% to $8.7Bil with GAAP EPS of $4.40 and non-GAAP EPS of $5.50. Revenue for Digital Media is expected to grow 23%, Adobe Experience Cloud subscription to grow 20% and Adobe Experience Cloud total revenue to grow 15%. $ADBE reaffirmed 4Q17 revenue target of $1.95Bil, GAAP EPS of $0.86 and non-GAAP EPS of $1.15.

$IBM {{ '2017-10-17T23:34:30+0000' | timeago}} • Announcement

The technology giant $IBM continues to expect FY17 adjusted diluted EPS of at least $13.80 and GAAP diluted EPS of at least $11.95. Free cash flow is expected to be relatively flat YoY.

$IBM {{ '2017-10-17T23:11:12+0000' | timeago}} • Announcement

The weakest "Dogs of the Dow" $IBM posted yet another quarter of missed revenue growth, with profit down 4% to $2.7Bil in 3Q17. A major contributor to revenue, Technology Services & Cloud segment, fell 3.3%. However, growth businesses continued its momentum with Cloud revenue up 20%. Revenue at $19.2Bil and adjusted EPS at $3.30 remained flat YoY.

$IBM {{ '2017-10-17T21:08:56+0000' | timeago}} • Infographic

$IBM International Business Machines Earnings AlphaGraphic: Q3 2017 Highlights

$ULTI {{ '2017-10-17T17:35:09+0000' | timeago}} • Announcement

$ULTI announced the launch of Xander, its artificial intelligence (AI) platform, and UltiPro Connect, its centralized integration hub designed to simplify and standardize integrations to UltiPro to meet its customers’ evolving business needs.

$MSFT {{ '2017-10-16T21:44:34+0000' | timeago}} • Announcement

$MSFT nominates Penny Pritzker, Founder and Chairman of PSP Capital and former U.S. Secretary of Commerce, and Arne Sorenson, CEO of $MAR to its Board of Directors. The election will be held during the annual shareholders meeting on Nov. 29, 2017.

$MSFT {{ '2017-10-16T18:42:34+0000' | timeago}} • Announcement

$MSFT reported that $SYMC will use Microsoft Azure to help more than 50MM customers who use Symantec's Norton consumer products. Symantec had developed new cloud services and migrated them to Azure. Also, Symantec will bring its e-commerce system to Azure and plans to use the Microsoft Cloud for its key internal IT services.

$MSFT {{ '2017-10-16T14:53:20+0000' | timeago}} • Announcement

$MSFT said $SYMC is using the Microsoft Azure cloud to help deliver its Norton consumer products to a global community of more than 50MM people and families. Azure provides $SYMC with a highly reliable, trusted cloud that offers global scale and cost efficiencies.

$FB {{ '2017-10-13T21:03:35+0000' | timeago}} • Announcement

$FB officially launched a new feature Order Food that allows users to order food for pick-up or delivery, directly through the app. The company combines with several food ordering services as well as restaurant chains. However, the new feature is not a direct revenue driver for $FB, according to Techcrunch.

$AMZN {{ '2017-10-12T14:15:18+0000' | timeago}} • Announcement

$AMZN's Amazon Web Services unit and $MSFT announced a new deep learning library, called Gluon, that allows developers to prototype, build, train and deploy machine learning models for the cloud, devices at the edge and mobile apps. The Gluon interface works with Apache MXNet and will support Microsoft Cognitive Toolkit in an upcoming release.

$TIVO {{ '2017-10-12T13:05:22+0000' | timeago}} • Announcement

$TIVO has appointed Marc Ehrlich as the company's SVP of Patent Strategy. Marc has nearly 30 years of engineering and IP management experience. Most recently, he served as Associate General Counsel for $IBM.

$NCR {{ '2017-10-11T13:14:20+0000' | timeago}} • Announcement

$NCR said it will provide managed services for the ATM network of UK challenger bank, TSB, comprising ATMs from $NCR and other vendors. The contract covers remote ATM Monitoring, Incident Management and Help Desk support for TSB's branch partners, and Second Line Maintenance 24 x 7 to ensure high availability of the bank’s self-service channel.

$MSFT {{ '2017-10-10T21:43:03+0000' | timeago}} • Announcement

Microsoft Ventures, $MSFT's venture capitalist arm, launches AI startup competition with a total prize of $3.5MM in investment funding. So far Microsoft Ventures has invested in AI startups like Agolo, Bonsai, Crowdflower and Livongo. AI startup firms from North America, Europe and Israel regions can submit their ideas before the end of this year.

$MSFT {{ '2017-10-09T13:44:08+0000' | timeago}} • Announcement

As part of increasing the usage of alternative energy for its datacenters, $MSFT inks a partnership with $GE. The tech giant will purchase the 100% of wind energy produced from GE's 37-megawatt Tullahennel wind farm in County Kerry, Ireland for 15 years. This deal will support Microsoft's growing cloud services needs in Ireland.

$IBM {{ '2017-10-04T14:26:00+0000' | timeago}} • Announcement

$IBM to acquire Vivant Digital business, an Australia based innovation consultancy. Vivant Digital will become a brand name in IBM's IBM iX agency. Vivant CEO Anthony Farah will take role of Digital Strategy & iX Leader for IBM Australia and New Zealand. Deal terms were not disclosed. The acquisition is expected to close in 4Q17.

$ARRS {{ '2017-10-03T14:45:48+0000' | timeago}} • Announcement

As previously announced, $ARRS' agreement to buy $BRCD's Ruckus Wireless and ICX Switch business from Broadcom is contingent on Broadcom closing its acquisition of Brocade. The refiling of Broadcom's notice with CFIUS delays the closure of $ARRS' deal, but $ARRS remains committed to its acquisition and associated strategy.

$BRCD {{ '2017-10-03T13:54:58+0000' | timeago}} • Announcement

$BRCD signed an agreement with Extreme Networks to directly divest its data center switching, routing and analytics business. The proposed transaction would be completed in lieu of the sale of that business by Broadcom to Extreme Networks following Broadcom's proposed acquisition of Brocade.

$BRCD {{ '2017-10-03T13:53:43+0000' | timeago}} • Announcement

$BRCD and Broadcom Ltd. withdrew and re-filed their joint voluntary notice to Committee on Foreign Investment in the United States (CFIUS) to allow more time for review and discussion with CFIUS in connection with the proposed acquisition of Brocade by Broadcom. $BRCD and Broadcom now expect the acquisition to be completed by Nov. 30, 2017.

Recent Transcripts

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Thursday, October 19 2017 - 8:30pm
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