$ALTR (Altera Corp.)

$ALTR {{ '2015-12-28T15:49:28+0000' | timeago}} • Announcement

$INTC said that it has closed the previously announced acquisition of $ALTR. $INTC expects the transaction to be accretive to non-GAAP EPS and free cash flow in the first full year after close, consistent with prior guidance; and dilutive to GAAP EPS in the first full year after close mainly due to acquisition-related costs.

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

$INTC Intel Corporation Earnings AlphaGraphic: Q2 2017 Highlights

$PYPL {{ '2017-07-27T19:39:04+0000' | timeago}} • Webcast

$PYPL and $AAPL have expanded their iTunes integration enabling customers to buy games, music, movies and in-app purchases with PayPal, on their iPhones and iPads in the Apple App Store, iBooks, Apple Music and iTunes stores in 12 countries including the US, Australia and parts of Europe. This integration is expected to expand in the coming months.

$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.

$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 {{ '2017-07-25T22:07:31+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.

$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.

$CSCO {{ '2017-07-24T13:25:09+0000' | timeago}} • Announcement

$CSCO is partnering with the TIM Group to renew TIM's Optical Packet Metro (OPM) network. TIM's new OPM network will integrate $CSCO’s ASR 9000 technology, which will help TIM to effectively digitize its fixed and mobile line services. The investment is part of TIM's 3-year plan for 2017-2019, and involves an investment of about EUR5Bil.

$MSFT {{ '2017-07-20T22:39:57+0000' | timeago}} • Announcement

$MSFT, the 3rd largest market cap firm in US after $AAPL and $GOOGL, reported a profit that doubled in the tech giant's final quarter of 2017. The strong performance was boosted by growth in Cloud and Office businesses. GAAP net income surged 109% to $6.5Bil. GAAP EPS spiked up 112% to $0.83, aided by tax benefits. Non-GAAP EPS grew 42% to $0.98.

$AAPL {{ '2017-07-20T12:48:23+0000' | timeago}} • Webcast

In regard with its battle against $AAPL, $QCOM has filed patent infringement complaints against the iPhone maker with both the International Trade Commission and in Federal Court in the US. The ITC investigation is expected to commence in August and the case will be tried next year.

$QCOM {{ '2017-07-19T21:27:34+0000' | timeago}} • Announcement

For 4Q17 $QCOM expects its revenue to be in the range of $5.4-6.2Bil. The company expects its diluted EPS to be about $0.55-0.65 and non-GAAP EPS to be in the range of $0.75-0.85. This guidance does not include QTL revenues related to the sale of $AAPL products by Apple’s contract manufacturers

$QCOM {{ '2017-07-19T21:23:19+0000' | timeago}} • Announcement

$QCOM's 3Q17 results were negatively impacted due to the actions taken by $AAPL's contract manufacturers, who failed to fully report and not pay royalties due on the sales of $AAPL products. Due to this the company did not provide certain metrics of its QTL business, which include total device sales and related estimated ranges of device shipment.

$QCOM {{ '2017-07-19T21:08:44+0000' | timeago}} • Announcement

$QCOM, that is facing several litigation issues, posted 40% drop in 3Q17 earnings, mainly due to the bitter legal battle with $AAPL, who did not report and pay royalties. Revenues fell 11% YoY to $5.4Bil. Net income were $0.9Bil, or $0.58 per share, down 40% from $1.4Bil, or $0.97 per share in 3Q16. Excluding items, $QCOM earned $0.83 per share.

$AAPL {{ '2017-07-19T12:49:32+0000' | timeago}} • Announcement

Isabel Ge Mahe, VP of Wireless Technologies, has been named $AAPL's VP and MD of Greater China business, reporting to CEO Tim Cook and COO Jeff Williams. In this newly created role, Ge Mahe will provide leadership and coordination across Apple’s China-based team. She will assume her new role, based in Shanghai, later this summer.

$IT {{ '2017-07-13T12:15:11+0000' | timeago}} • Announcement

According to preliminary results by $IT, Worldwide PC shipments totaled 61.1MM units in 2Q17, a 4.3% decline from last year. Shipments in 2Q17 were the lowest quarter volume since 2007. $HPQ reclaimed the top position from Lenovo in the worldwide PC market in 2Q17, followed by $DELL and $AAPL succeeding in third and fourth place.

$CSCO {{ '2017-07-11T17:20:40+0000' | timeago}} • Announcement

$CSCO announced a new generation of servers and software that extend its unified approach to computing. The Cisco Unified Computing System (Cisco UCS) M5 lineup delivers new systems and software that extend the power and simplicity of unified computing for data-intensive workloads, applications at the edge and distributed application architectures.

$AMD {{ '2017-07-03T13:03:04+0000' | timeago}} • Announcement

Chip maker $AMD has appointed Abhi Y Talwalkar to its board of directors. A semiconductor veteran, Talwalkar was president and CEO of LSI Corp from May 2005 to May 2014. Earlier, he held various senior management roles at $INTC for over 12 years.

$ADBE {{ '2017-06-29T16:26:16+0000' | timeago}} • Announcement

$ADBE announced new voice analytics capabilities in Adobe Analytics Cloud that enable brands to deliver more customer experiences. Through Adobe Analytics Cloud, brands can capture and analyze voice data for all major platforms including $AMZN's Alexa, $AAPL's Siri, $GOOG's Google Assistant, $MSFT's Cortana and Samsung Bixby.

Recent Transcripts

UMC (United Microelectronics Corporation)
Wednesday, July 26 2017 - 9:00am
STM (STMicroelectronics NV)
Wednesday, July 26 2017 - 7:30am
CDNS (Cadence Design Systems Inc.)
Monday, July 24 2017 - 9:00pm
TSM (Taiwan Semiconductor Manufacturing Company Limited)
Thursday, July 13 2017 - 6:00am
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Thursday, May 25 2017 - 8:45pm
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CSCO (Cisco Systems, Inc.)
Wednesday, May 17 2017 - 8:30pm
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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
MCHP (Microchip Technology Inc.)
Tuesday, May 9 2017 - 9:00pm
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Friday, May 5 2017 - 12:00pm
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Wednesday, May 3 2017 - 9:00pm
AAPL (Apple Inc)
Tuesday, May 2 2017 - 9:00pm

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