$NLST (Netlist Inc.)

$NLST {{ '2016-09-08T08:56:47+0000' | timeago}} • Announcement

Memory subsystems maker $NLST announced a $15MM public offering, and also intends to grant underwriters an option to buy additional shares of up to 15% of total shares to be sold in the offering. Company intends to use net proceeds to accelerate its patent monetization campaign, commercialize its HybriDIMM products and for corporate purposes.

$TWTR {{ '2017-07-27T13:17:04+0000' | timeago}} • Announcement

Struggling social network $TWTR, who unveiled a major redesign to the site last month, said it had 328MM monthly active users at the end of second quarter 2017, remains unchanged from the first quarter 2017. Twitter stock nosedived as it fails to add new users in the current quarter.

$TWTR {{ '2017-07-27T12:47:48+0000' | timeago}} • Announcement

$TWTR It seems that doom continues with the return of second co-founder Biz Stone in May, as the ubiquitous microblogging platform $TWTR logged its second consecutive revenue slip at $574MM in 2Q17. In terms of total revenue, Larry the bird flew south by 5% YoY and earnings from the US fell by 7%.

$TWTR {{ '2017-07-27T12:12:40+0000' | timeago}} • Infographic

$TWTR Twitter Earnings AlphaGraphic: Q2 2017 highlights

$TXN {{ '2017-07-26T20:44:52+0000' | timeago}} • Webcast

Talking about guidance, $TXN said it has good visibility for 50% of the revenue and the rest depends on various external factors. Normally, the chip maker takes into account the demand patterns of customers, backlog, and the order flow to provide guidance. Historically, sequential revenue growth is weaker in the first and fourth quarters.

$TXN {{ '2017-07-26T20:43:13+0000' | timeago}} • Webcast

Chipmaker Texas said, at the end of 2016, 51% of its revenue came from automotive and industrial customers. YTD, $TXN continues to see growth in both of these markets, which would result in more revenues. At 2016 end, 85% of $TXN revenue came from shipments to locations outside US; shipments to China typically represent a large portion of revenue.

$TXN {{ '2017-07-26T20:41:14+0000' | timeago}} • Webcast

$TXN continues to focus its strategy on the industrial and automotive markets. Chipmaker believes that industrial and automotive segments will be the fastest-growing semiconductor markets due to their increasing semiconductor content, which also provides diversity and longevity of products resulting in high terminal value of the portfolio.

$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.

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

$TXN Texas Instruments Earnings AlphaGraphics: Q2 2017 highlights

$AMAT {{ '2017-07-24T15:52:06+0000' | timeago}} • Announcement

$AMAT, a provider of materials engineering solutions, has appointed Dan Durn as SVP, effective August 7, 2017. Durn, a semiconductor industry veteran, will assume the role of CFO also, effective August 24. Most recently, Durn served NXP Semiconductors as CFO. Earlier, he held leadership positions in Freescale Semiconductor and Globalfoundries.

$TXN {{ '2017-07-20T12:54:24+0000' | timeago}} • Announcement

Semiconductor major $TXN, which derives about 85% of revenue from shipments to locations outside US, announced today that Brian Crutcher has joined its Board. Crutcher has been with the chipmaker for more than 20 decades. Texas' CEO commented, "He knows TI well and brings strong financial acumen and business judgment to the board."

$TXN {{ '2017-07-20T11:15:46+0000' | timeago}} • Announcement

The BoD of $TXN has declared a quarterly cash dividend of $0.50 per share of common stock. The dividend is payable on Aug. 14, 2017, to stockholders of record on July 31, 2017.

$AAOI {{ '2017-07-13T13:23:26+0000' | timeago}} • Announcement

$AAOI raised its revenue outlook for 2Q17 to $117.3MM from the earlier forecast of $106-$112MM. GAAP profit is forecast in the $28-$29MM range or between $1.37 per share and $1.42 per share. Non-GAAP income is expected to be in the $26.6-$27.6MM or $1.31-$1.36 per share range, higher than $22.2-$24.3MM or $1.09-$1.19 per share estimated earlier.

$NVDA {{ '2017-07-12T16:26:59+0000' | timeago}} • Announcement

Expanding its portfolio of startup investments, $NVDA has added 8 companies over the past year. Lately, $NVDA has invested in Deep Instinct, an Israeli-based startup that uses deep learning to thwart cyberattacks. Deep Instinct uses a GPU-based neural network and CUDA to achieve 99% detection rates vs. 80% from conventional cyber security software.

$T {{ '2017-07-07T18:34:11+0000' | timeago}} • Announcement

$T has completed acquisition of the Vyatta network operating system and the associated assets of communications firm $BRCD. As per the deal, AT&T will hire a significant number of Brocade employees. The transaction is part of AT&T’s plan to virtualize the majority of its networks by 2020.

$CY {{ '2017-07-06T12:35:29+0000' | timeago}} • Announcement

$CY reached a settlement agreement with former CEO T.J. Rodgers, under which he also agreed to terminate all existing ligation against Cypress in connection with the contested election at the 2017 Annual Meeting. Cypress agreed to reimburse Rodgers for expenses of up to $3.5MM, in connection with the 2017 proxy contest.

Recent Transcripts

XLNX (Xilinx Inc.)
Wednesday, July 26 2017 - 9:00pm
TXN (Texas Instruments Inc.)
Tuesday, July 25 2017 - 9:00pm
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Tuesday, July 18 2017 - 12:00pm
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Wednesday, May 31 2017 - 2:00pm
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Thursday, May 25 2017 - 1:00pm
AMAT (Applied Materials Inc)
Thursday, May 18 2017 - 8:30pm
NLST (Netlist Inc.)
Tuesday, May 16 2017 - 9:00pm
PRKR (Parkervision Inc.)
Monday, May 15 2017 - 8:30pm
NVDA (NVIDIA Corporation)
Tuesday, May 9 2017 - 9:00pm
AAOI (Applied Optoelectronics, Inc.)
Thursday, May 4 2017 - 8:30pm
MDRX (Allscripts Healthcare Solutions, Inc.)
Thursday, May 4 2017 - 8:30pm
OCLR (Oclaro, Inc.)
Tuesday, May 2 2017 - 9:00pm
HLIT (Harmonic Inc.)
Monday, May 1 2017 - 9:00pm
INTC (Intel Corporation)
Thursday, April 27 2017 - 9:00pm
AMKR (Amkor Technology Inc)
Thursday, April 27 2017 - 9:00pm
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Wednesday, April 26 2017 - 9:00pm
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