$IPGP (IPG Photonics Corporation)

$IPGP {{ '2016-05-09T13:54:37+0000' | timeago}} • Announcement

$IPGP said it has agreed to buy Menara Networks, allowing it to offer more integrated telecom solutions and expanding its current telecom product offerings for $46.8MM cash. Projected to close in 2Q16, acquisition is expected to add to $IPGP's earnings in 2018, but initially will have effect of about 1 cent per share each quarter.

$IBM {{ '2018-01-19T19:36:21+0000' | timeago}} • Webcast

$IBM said it expects to deliver operating EPS of about $13.80 for 2018. The company also expects free cash flow of about $12Bil, resulting in free cash flow realization of over 100%. Additionally, for 2018, revenue growth is expected at current spot rates.

$IBM {{ '2018-01-19T11:44:24+0000' | timeago}} • Announcement

For FY17, $IBM generated free cash flow of $13Bil, excluding Global Financing receivables. The company also returned $9.8Bil to shareholders through $5.5Bil in dividends and $4.3Bil of gross share repurchases. $IBM ended 4Q17 with $12.6Bil in cash, while debt totaled $46.8Bil, including Global Financing debt of $31.4Bil.

$IBM {{ '2018-01-19T11:40:04+0000' | timeago}} • Announcement

Big Blue $IBM reported its first ever revenue growth in five years, with 4Q17 revenue growth of 3.5% YoY to $22.5Bil, driven by cloud computing business and artificial intelligence investments. However, $IBM reported a net loss of $1.05Bil or $1.14 per share, impacted by a one-time charge of $5.5Bil associated with the enactment of U.S. tax reform.

$IBM {{ '2018-01-18T22:23:11+0000' | timeago}} • Infographic

$IBM International Business Machines Earnings AlphaGraphic: Q4 2017 Highlights

$AAPL {{ '2018-01-18T12:47:28+0000' | timeago}} • Announcement

Spurred by the Republican tax reform, $AAPL said it would increase its direct contribution to the US economy to over $350Bil over the next five years. The tech giant expects to invest over $30Bil in capital expenditures in the US during this period and create over 20,000 jobs through hiring at existing campuses and opening a new one.

$PLXS {{ '2018-01-17T21:53:35+0000' | timeago}} • Announcement

$PLXS said it expects 2Q18 revenues to be in the range of $670MM to $710MM.  Excluding any potential effect of the tax reform, second quarter GAAP EPS is forecasted in the $0.68-$0.78 range, on gross margins of 4.3-4.7%. Cash outflows are estimated to be between $30MM and $50MM. In fiscal 2018, free cash flow is anticipated to exceed $100MM.

$PLXS {{ '2018-01-17T21:42:46+0000' | timeago}} • Announcement

$PLXS, a tech firm in the electronics industry, slipped into the negative territory in 1Q18 reporting a loss of $2.93 per share, compared to profit $0.82 per share a year earlier. The results were impacted by an expense related to the US tax reform. On a non-GAAP basis, Plexus reported earnings of $0.75 per share. Revenues advanced 7% to $677MM.

$IBM {{ '2018-01-12T12:40:09+0000' | timeago}} • Announcement

$IBM appointed James Kavanaugh as SVP and CFO effective Jan. 11, 2018 to replace Martin Schroeter. Schroeter will take a new role as SVP, Global Markets, effective Jan. 11, 2018. Kavanaugh is currently SVP, Finance and Operations, and served as $IBM's VP and Controller from 2008 to 2015.

$MSFT {{ '2018-01-04T15:19:52+0000' | timeago}} • Announcement

As part of its Healthcare NExT initiative, $MSFT partnered with Seattle-based biotech firm Adaptive Biotechnologies. Microsoft and Adaptive will build a universal blood test that will screen a person's human immune system using the former's AI and machine learning technologies. Microsoft had invested an undisclosed amount for this partnership.

$MSFT {{ '2018-01-03T14:45:28+0000' | timeago}} • Announcement

$MSFT to acquire Pittsburgh-based data storage firm Avere Systems. The transaction terms were not disclosed. Microsoft believes that the addition of Avere Systems will add value to its cloud computing platform Azure and its customers. In March 2017, Avere closed a $14MM Series E funding in which $GOOG was one of the investors.

$IBM {{ '2017-12-29T11:01:53+0000' | timeago}} • Announcement

$IBM said it has reached an agreement to resolve the patent lawsuit with $PCLN pending in the United States District Court for Delaware. As part of the confidential settlement, the parties will obtain patent cross-licenses to each company’s worldwide patent portfolio.

$AVGO {{ '2017-12-19T14:25:02+0000' | timeago}} • Announcement

$AVGO started shipping StrataXGS Tomahawk 3 switch series, demonstrating 12.8 Terabits per sec of Ethernet switching performance in a single device. The Tomahawk 3 series is the industry’s first shipping product that supports high-density, standards based 400GbE, 200GbE, and 100GbE switching and routing for hyperscale cloud networks.

$XPER {{ '2017-12-18T13:08:17+0000' | timeago}} • Announcement

$XPER's subsidiary Tessera Technologies, Inc. and some of its affiliates have reached an agreement with $AVGO and some of its affiliates, customers and suppliers to settle and dismiss all pending litigation between them. In conjunction with the settlement, $AVGO entered into a new multi-year patent license agreement with Tessera.

$ADBE {{ '2017-12-15T20:35:47+0000' | timeago}} • Webcast

$ADBE said that it cannot comment much on the impact of the proposed US tax reforms on the company as they are not yet finalized. Adobe believes tax reforms would result it to access foreign cash and also a lower tax rate for the company.

$ADBE {{ '2017-12-15T20:19:51+0000' | timeago}} • Announcement

$ADBE to do some segment changes beginning from 1Q18 reporting. LiveCycle and Connect businesses, previously reported in Digital Marketing segment, will be moved to a new segment called Publishing, which will include the current Print and Publishing segment products. Digital Marketing segment to be renamed as Digital Experience.

$ADBE {{ '2017-12-15T19:58:46+0000' | timeago}} • Announcement

Software juggernaut $ADBE, which celebrated its 35th anniversary last week, reported that revenue hiked 25% to $2.01Bil in 4Q17 thus crossing $2Bil revenue in a quarter for the first time in its history. Profit rose 26% to $502MM or $1.00 per share, aided by the growth in Digital Media business. Non-GAAP EPS spiked 40% to $1.26.

$ADBE {{ '2017-12-14T22:20:56+0000' | timeago}} • Infographic

$ADBE Adobe Systems Inc. Earnings AlphaGraphics: Q4 2017 Highlights

$AAPL {{ '2017-12-13T16:14:11+0000' | timeago}} • Announcement

Finisar Corp, which makes chips that can power various iPhone features including FaceID, will become the latest beneficiary of $AAPL's $1Bil Advanced Manufacturing Fund. Apple said it would invest $390MM in the chipmaker, following which, $FNSR shares shot up about 17% in premarket trading.

$AVGO {{ '2017-12-07T14:42:03+0000' | timeago}} • Webcast

On the CapEx front, $AVGO said it expects expenses to decline meaningfully starting in 2018. For 2H18, the company expects CapEx to reach its long-term target of 3% of net revenue.

$AVGO {{ '2017-12-07T14:36:41+0000' | timeago}} • Webcast

$AVGO is seeing strong adoption and ramp of its optical isolation products to continue to drive growth coming from electric vehicles in 2018. The company is also looking forward to fully integrating Brocade over the next few quarters and expect its total OpEx in FY18 including Brocade to remain within the target of 17.5% of net revenue.

Recent Transcripts

WIT (Wipro Ltd.)
Friday, January 19 2018 - 1:45pm
IBM (International Business Machines Corporation)
Thursday, January 18 2018 - 10:00pm
PLXS (Plexus Corp.)
Thursday, January 18 2018 - 1:30pm
TSM (Taiwan Semiconductor Manufacturing Company Limited)
Thursday, January 18 2018 - 6:00am
SOL (ReneSola Ltd.)
Tuesday, December 19 2017 - 1:30pm
YGE (Yingli Green Energy Holding Co. Ltd.)
Tuesday, December 19 2017 - 1:00pm
ADBE (Adobe Systems Incorporated)
Thursday, December 14 2017 - 10:00pm
FNSR (Finisar Corp.)
Thursday, December 7 2017 - 10:00pm
AVGO (Broadcom Limited)
Wednesday, December 6 2017 - 10:00pm
SMI (Semiconductor Manufacturing International Corp.)
Wednesday, November 15 2017 - 12:30am
MGIC (Magic Software Enterprises Ltd.)
Tuesday, November 14 2017 - 3:00pm
EMAN (eMagin Corp.)
Thursday, November 9 2017 - 2:00pm
COHR (Coherent Inc.)
Tuesday, November 7 2017 - 9:30pm
AAOI (Applied Optoelectronics, Inc.)
Tuesday, November 7 2017 - 9:30pm
NPTN (NeoPhotonics Corporation)
Monday, November 6 2017 - 9:30pm
AAPL (Apple Inc.)
Thursday, November 2 2017 - 9:00pm
ACIA (Acacia Communications, Inc.)
Thursday, November 2 2017 - 9:00pm
OCLR (Oclaro, Inc.)
Wednesday, November 1 2017 - 9:00pm
FB (Facebook, Inc.)
Wednesday, November 1 2017 - 9:00pm
LITE (Lumentum Holdings Inc.)
Wednesday, November 1 2017 - 12:30pm

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