$PLUS (ePlus inc.)

$PLUS {{ '2016-05-26T12:51:44+0000' | timeago}} • Webcast

Technology solutions integrator $PLUS' full year FY16 net sales grew 5.3%, led by rise in Technology segment revenue. FY16 adjusted gross billings of products and services grew 8.5%. 4Q16 net sales grew 12% due to some orders that were in transit at close of 3Q16, while adjusted gross billings of products and services grew 17.4%.

$IBM {{ '2017-07-21T17:53:42+0000' | timeago}} • Announcement

$IBM and University of Alberta published new data in Nature's partner journal Schizophrenia, exhibiting that machine learning algorithms helped predict schizophrenia with 74% accuracy. The technology predicted the severity of some symptoms in schizophrenia patients with significant correlation.

$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 {{ '2017-07-20T22:39:57+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.

$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.

$IM {{ '2017-07-20T20:41:02+0000' | timeago}} • Announcement

In a bid to boost its cloud platform, $IM has appointed Richard Dufty as SVP of the company’s Global Cloud Platform Group. Tim FitzGerald joins as VP of Cloud Channel Sales, North America, Ingram Micro Cloud. Jason Bystrak, previously head of North America Cloud Channel Sales, is the new executive director, Partner Enablement, Ingram Micro Cloud.

$SNX {{ '2017-07-20T14:11:59+0000' | timeago}} • Announcement

Concentrix Corp., a subsidiary of $SNX, agreed to buy Tigerspike. Alex Burke, CEO of Tigerspike, will stay as the leader of Tigerspike and join Concentrix' senior executive staff, reporting to Chris Caldwell, President of Concentrix. It is anticipated that the transaction will close in 3Q17.

$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

$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.

$IBM {{ '2017-07-19T19:00:41+0000' | timeago}} • Webcast

$IBM expects improved revenue and gross margin performance in 2H17, pushed by its new IBM z systems mainframe servers launch in 2Q17. However, the company expects most of the growth to happen in 4Q17.

$EQIX {{ '2017-07-19T18:55:53+0000' | timeago}} • Announcement

$EQIX announced the appointment of Charles Meyers to the position of President of Strategy, Services and Innovation effective August 1.

$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.

$GS {{ '2017-07-19T11:22:37+0000' | timeago}} • Webcast

$GS advised a number of important transactions that were announced during 2Q17, including $BCR's $24Bil sale to $BDX. $AMZN's $13.7Bil acquisition of $WFM, and $DFT's $7.6Bil merger with $DLR.

$IBM {{ '2017-07-18T23:42:39+0000' | timeago}} • Announcement

$IBM maintained its FY17 EPS and cash flow expectations. The company continues to expect 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 year-to-year.

$IBM {{ '2017-07-18T23:35:37+0000' | timeago}} • Announcement

Big Blue $IBM reported 21st consecutive quarter of revenue decline, with 2Q17 earnings declining 7%. The decline was driven by all segments reporting a decline in revenue YoY. Net income was $2.3Bil or $2.48 per share in 2Q17, down from $2.5Bil or $2.61 per share a year ago. Revenue declined 4.7% to $19.3Bil.

Recent Transcripts

QCOM (QUALCOMM Incorporated)
Wednesday, July 19 2017 - 8:45pm
IBM (International Business Machines Corporation)
Tuesday, July 18 2017 - 9:00pm
SNX (SYNNEX Corp.)
Thursday, June 22 2017 - 9:00pm
ADBE (Adobe Systems Incorporated)
Tuesday, June 20 2017 - 9:00pm
AVGO (Broadcom Limited)
Thursday, June 1 2017 - 9:00pm
TECD (Tech Data Corp.)
Thursday, June 1 2017 - 1:00pm
COST (Costco Wholesale Corporation)
Thursday, May 25 2017 - 9:00pm
PLUS (ePlus inc.)
Wednesday, May 24 2017 - 8:30pm
INTU (Intuit Inc.)
Tuesday, May 23 2017 - 8:30pm
AMAT (Applied Materials Inc)
Thursday, May 18 2017 - 8:30pm
SPLS (Staples, Inc.)
Tuesday, May 16 2017 - 12:00pm
SCSC (ScanSource, Inc.)
Tuesday, May 9 2017 - 9:00pm
ODP (Office Depot, Inc.)
Tuesday, May 9 2017 - 1:00pm
FB (Facebook, Inc.)
Wednesday, May 3 2017 - 9:00pm
AAPL (Apple Inc)
Tuesday, May 2 2017 - 9:00pm
AKAM (Akamai Technologies, Inc.)
Tuesday, May 2 2017 - 8:30pm
WSTG (Wayside Technology Group, Inc.)
Friday, April 28 2017 - 2:00pm
AMZN (Amazon.com, Inc.)
Thursday, April 27 2017 - 9:30pm
GOOGL (Alphabet Inc.)
Thursday, April 27 2017 - 8:30pm
DST (DST Systems Inc.)
Thursday, April 27 2017 - 12:30pm

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