$ANAD (Anadigics, Inc.)

$ANAD {{ '2016-01-28T22:25:56+0000' | timeago}} • Webcast

$SWKS, which competes with $ANAD said that it performed well in 1Q16 with revenue, profitability and earnings ahead of expectations, in spite of the challenging macro environment. During 1Q16, the company delivered revenue of $927MM, up 15% YoverY and operating income of $367MM that rose 30% YoverY, translating into a 39.6% operating margin.

$MSFT {{ '2017-07-21T15:21:13+0000' | timeago}} • Webcast

When asked about the layoff of sales employees that was announced by $MSFT earlier this month, CEO Satya Nadella said that the approach is to transform everything that's been done in the company. He added that this transformation is ongoing and has been happening over multiple years.

$MSFT {{ '2017-07-21T15:13:41+0000' | timeago}} • Webcast

$MSFT said that Office 365 commercial revenue grew 43%. For the first time, Office 365 Commercial revenue surpassed revenue from traditional licensing business. Commercial cloud annualized revenue run rate exceeded $18.9Bil, up 56%. Two years ago, Microsoft aimed to reach the $20Bil goal in annualized commercial cloud revenue run rate.

$MSFT {{ '2017-07-21T14:55:23+0000' | timeago}} • Webcast

For 1Q18, $MSFT expects operating expenses to be $8.6-8.7Bil, including about $1Bil from LinkedIn. CapEx is expected to be similar to 4Q17. More Personal Computing segment revenue is expected to be $8.6-8.9Bil and gaming is expected to have the typical seasonality revenue pattern for a pre-holiday quarter.

$MSFT {{ '2017-07-21T14:40:37+0000' | timeago}} • Webcast

For 1Q18, $MSFT expects Productivity and Business Processes segment's revenue to be $8.1-8.3Bil. Revenue from LinkedIn is expected to be about $1.1Bil. For Intelligent Cloud, Microsoft expects revenue to be $6.9-7.1Bil, helped by double-digit revenue growth across server products and cloud services with strong customer demand for Azure.

$MSFT {{ '2017-07-21T14:33:52+0000' | timeago}} • Webcast

For FY18, $MSFT anticipates that increasing demand for cloud services and healthy renewals will drive a higher annuity mix. Organic Microsoft expenses are expected to grow 3-4%. Also, $MSFT plans to increase the investments in LinkedIn to fuel its strong revenue growth.

$MSFT {{ '2017-07-21T14:22:52+0000' | timeago}} • Webcast

$MSFT said the large markets like the US, Germany and Japan performed better than its expectations in 4Q17. To compete with its competitors $GOOGL and $AMZN, Microsoft invested about $3.3Bil in CapEx, which includes the capital leases. This was up sequentially partly due to the deferral of planned datacenter spending from 3Q17 to 4Q17.

$MSFT {{ '2017-07-21T13:29:07+0000' | timeago}} • Announcement

$MSFT's gaming revenue grew 3% in 4Q17, helped by strength in Xbox software and services, offset by lower hardware revenue. Xbox software and services revenue grew 11%, while Xbox live monthly active users grew 8% to 53MM, with growth in Xbox One, Windows 10, and mobile platforms.

$MSFT {{ '2017-07-21T13:28:14+0000' | timeago}} • Announcement

Revenue of More Personal Computing segment, $MSFT's biggest segment, declined 2% in 4Q17, hurt by declining phone revenue, offset by growth in search, Windows, and gaming revenue. Windows OEM and Windows commercial products and cloud services revenue increased by 1% and 8%, respectively. Surface revenue slipped 2% and phone revenue declined $361MM.

$MSFT {{ '2017-07-21T13:25:31+0000' | timeago}} • Announcement

Revenue of Productivity and Business Processes segment, $MSFT's second largest segment, grew 21% in 4Q17 helped by LinkedIn and Office 365 offerings. LinkedIn, which was acquired by $MSFT in 2016, contributed $1.07Bil to Microsoft's revenue in 4Q17. Operating expenses increased 41% or $1Bil for the segment, hurt by LinkedIn related expenses.

$MSFT {{ '2017-07-21T12:34:48+0000' | timeago}} • Announcement

$MSFT's Intelligent Cloud unit revenue grew 11% in 4Q17, boosted by growth in server products and cloud services. Revenue of server products and cloud services was up 15%, while Azure, the software giant's cloud platform, surged 97%. Last week, $MSFT announced that $DNB and Chinese Internet firm $BIDU will use Azure for their cloud computing needs.

$MSFT {{ '2017-07-21T11:53:27+0000' | timeago}} • Announcement

$MSFT's GAAP revenue grew 13% YoY to $23.3Bil and non-GAAP revenue was up 9% at $24.7Bil in 4Q17. The increase in revenue was driven by growth in Productivity and Business Processes and Intelligent Cloud segments, and a decrease in the net revenue deferrals of $1.4Bil related to Windows 10 operating system.

$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.

$MSFT {{ '2017-07-20T21:41:07+0000' | timeago}} • Infographic

$MSFT Microsoft Corp. Earnings AlphaGraphics: Q4 2017 highlights

$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.

$QCOM {{ '2017-07-20T13:05:52+0000' | timeago}} • Webcast

Through 3Q17, $QCOM returned approx. $3.4Bil to stockholders, including $2.4Bil in dividends paid and $1Bil in share repurchases.

$QCOM {{ '2017-07-20T12:58:00+0000' | timeago}} • Webcast

During 3Q17, $QCOM entered into a collaboration with Packet,  a metal cloud provider, to deliver consumable cloud platform based on the its Centriq 2400 processor to be accessed by the software development community.

$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 {{ '2017-07-20T12:28:59+0000' | timeago}} • Announcement

$QCOM'S pending $38Bil takeover of NXP Semiconductors is seen as a key strategy to expand its Internet of Things. The smartphone chipmaker expects the combined company to have an annual revenue of more than $30Bil. The transaction, that may face obstacles in the European Union, is expected to close by end of calendar 2017.

$QCOM {{ '2017-07-19T22:17:33+0000' | timeago}} • Infographic

$QCOM QUALCOMM Inc. Earnings AlphaGraphics: Q3 2017 highlights

$MSFT {{ '2017-07-19T21:56:12+0000' | timeago}} • Announcement

$MSFT and $DNB announces a strategic partnership. $DNB will use Microsoft Azure as its cloud platform. Dun & Bradstreet data will be made available through Microsoft Dynamics 365, a cloud-powered service, and the Microsoft’s Common Data Service. Also, the tech giant and D&B will enter into a co-selling arrangement beginning later this year.

Recent Transcripts

MSFT (Microsoft Corporation)
Thursday, July 20 2017 - 9:30pm
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
DKS (Dick's Sporting Goods Inc.)
Tuesday, May 16 2017 - 2:00pm
EMAN (eMagin Corp.)
Thursday, May 11 2017 - 1:00pm
SMI (Semiconductor Manufacturing International Corp.)
Thursday, May 11 2017 - 12:30am
NVDA (NVIDIA Corporation)
Tuesday, May 9 2017 - 9:00pm
NPTN (NeoPhotonics Corporation)
Friday, May 5 2017 - 12:00pm
EMKR (EMCORE Corporation)
Thursday, May 4 2017 - 12:00pm
QRVO (Qorvo, Inc.)
Wednesday, May 3 2017 - 9:00pm
CRUS (Cirrus Logic Inc.)
Wednesday, May 3 2017 - 9:00pm
FB (Facebook, Inc.)
Wednesday, May 3 2017 - 9:00pm
GRPN (Groupon, Inc.)
Wednesday, May 3 2017 - 2:00pm
AAPL (Apple Inc)
Tuesday, May 2 2017 - 9:00pm
SQNS (Sequans Communications S.A.)
Tuesday, May 2 2017 - 12:00pm
MSFT (Microsoft Corporation)
Thursday, April 27 2017 - 9:30pm
INTC (Intel Corporation)
Thursday, April 27 2017 - 9:00pm

AlphaGraphics you may like