$JD (JD.com, Inc.)

$JD {{ '2016-08-10T12:22:44+0000' | timeago}} • Announcement

$JD's fulfilled orders excluding virtual items for 2Q16 climbed 56% to 373.4MM from 240MM orders fulfilled for the core business excluding virtual items last year. Fulfilled orders placed through mobile accounted for about 79.3% of total orders fulfilled, an increase of more than 130% compared to 2Q15.

$AMZN {{ '2017-09-25T14:14:06+0000' | timeago}} • Announcement

$AMZN said Amazon Studios has closed an exclusive first-look production deal with actor Casey Affleck under his new production banner Sea Change Media. The two-year deal will cover both film and television projects. Amazon Studios also has first-look production deals with Bona Fide Productions, Killer Films and Le Grisbi Productions.

$AMZN {{ '2017-09-25T14:03:04+0000' | timeago}} • Announcement

$AMZN's Amazon Web Services company plans to open an infrastructure region in the Middle East by early 2019. The AWS Middle East (Bahrain) Region will consist of three Availability Zones at launch. AWS will also launch an AWS Edge Network Location in the UAE in 1Q18, bringing Amazon CloudFront, Amazon Route 53, AWS Shield and AWS WAF to the region.

$AMZN {{ '2017-09-19T13:57:00+0000' | timeago}} • Announcement

$AMZN unveiled the Fire HD 10 tablet, with a 10.1” widescreen 1080p Full HD display with over 2MM pixels. The new Fire HD 10 is 30% faster with 2x the RAM and an ultra-fast quad-core processor, plus 32GB internal storage and up to 10 hours of battery life. It also introduces Alexa hands-free for the first time on a Fire tablet.

$AMZN {{ '2017-09-18T13:27:49+0000' | timeago}} • Announcement

$AMZN announced plans to open its third Oregon fulfillment center in Portland, which will create more than 1,000 full-time positions. The company recently announced an upcoming fulfillment center in Troutdale and Salem, in addition to the existing sortation center in Hillsboro and Prime Now hub in Portland.

$AMZN {{ '2017-09-18T13:23:22+0000' | timeago}} • Announcement

$AMZN announced plans to open its fourth Ohio fulfillment center in Monroe, which will create more than 1,000 full-time positions. The company recently announced an upcoming fulfillment center in North Randall, and it currently operates fulfillment centers in Etna and Obetz.

$MANT {{ '2017-09-18T13:19:12+0000' | timeago}} • Announcement

$MANT agreed to buy InfoZen for $180MM in cash. $MANT currently has no debt and will fund the acquisition from cash on hand with additional funding from its existing line of credit. The company expects the acquisition to be slightly accretive to its EPS in 2017. The acquisition is expected to be completed in October 2017.

$AMZN {{ '2017-09-14T13:50:31+0000' | timeago}} • Announcement

$AMZN announced plans to open a new fulfillment center in the Charter Township of Shelby, Michigan. When the site opens in 2018, $AMZN will create 1,000 new full-time jobs with benefits. At the new 1MM-sq.ft. fulfillment center, employees will pack and ship large items like household décor and gardening tools.

$AAPL {{ '2017-09-12T18:01:37+0000' | timeago}} • Announcement

$AAPL Special Event 2017: Apple TV gets an automatic free upgrade to 4K HDR. Apple said it is working with $NFLX to bring their 4K titles to its service, as well as $AMZN's Amazon Prime Video. A new 4K Apple TV starts at $179 for 32GB model and $199 for 64GB model. Orders start on Sept 15, 2017 and ships from Sept 22, 2017.

$CHK {{ '2017-09-12T12:13:37+0000' | timeago}} • Announcement

$CHK has appointed Leslie Keating to the BoD, effective Sept 11, 2017. Keating will serve as a member of the Audit Committee and the Compensation Committee and stand for re-election at the 2018 annual meeting of shareholders. Keating is the EVP of Supply Chain Strategy and Transformation of $AAP.

$RH {{ '2017-09-07T15:47:24+0000' | timeago}} • Webcast

$RH expects to see 200-400BP of gross margin expansion in 2H17. The company believes two-thirds of this improvement will be product-related and will come primarily from the core business. The rest will come from transportation and occupancy.

$RH {{ '2017-09-07T15:47:09+0000' | timeago}} • Webcast

$RH lost roughly a week of business and a pretty significant high volume store to Hurricane Harvey and this impact is factored into its guidance. The business is slowly recovering but the company does not have much information currently on the impact in its Florida market.

$RH {{ '2017-09-07T15:35:25+0000' | timeago}} • Webcast

$RH is in the early stages of evaluating and redesigning the right supply chain for the business long-term. From an inventory perspective, the company believes there is opportunity to turn the business faster to have a greater return on invested capital. $RH is optimizing inventory as part of its efforts to build an efficient capital model.

$RH {{ '2017-09-06T21:34:24+0000' | timeago}} • Infographic

$RH Restoration Hardware Earnings AlphaGraphic: Q2 2017 Highlights

$RH {{ '2017-09-06T21:02:04+0000' | timeago}} • Announcement

For FY17, $RH is increasing its adjusted net income guidance to a range of $70-77MM, on adjusted net revenues of $2.42-2.46Bil, resulting in adjusted diluted EPS of $2.43-2.67, assuming a weighted average diluted share count of 28.8MM.

$RH {{ '2017-09-06T21:00:07+0000' | timeago}} • Announcement

For 3Q17, $RH expects adjusted net revenues of $575-590MM, adjusted operating margins of 7-7.6%, adjusted net income of $16-19MM and adjusted diluted EPS of $0.68-0.80, assuming a weighted average diluted share count of 23.7MM.

$RH {{ '2017-09-06T20:57:29+0000' | timeago}} • Announcement

$RH reported a net loss of $7.9MM or $0.28 per share in 2Q17 compared to a net income of $6.9MM or $0.17 per share in 2Q16. Adjusted net income was $19.7MM or $0.65 per share in 2Q17. Net revenues increased 13% to $615MM versus last year. Comparable brand revenues increased 7% during 2Q17.

$AMZN {{ '2017-09-06T13:56:45+0000' | timeago}} • Announcement

$AMZN announced plans for a new 855,000-sq.ft. fulfillment center in Staten Island, New York. The facility is $AMZN’s first fulfillment center in the state and will create more than 2,250 full-time jobs. It will feature technology such as Amazon Robotics to help fulfill orders. The project is being developed by Matrix Development Group.

$MANT {{ '2017-08-31T13:11:43+0000' | timeago}} • Announcement

Diversified technology firm $MANT has received a $40MM contract from the Naval Air Warfare Center-Aircraft Division for safety services, under the US Naval Air Systems Command. As per the agreement, the company will provide end-to-end reliability and maintainability, quality assurance, systems safety, diagnostics and testability services.

$MSFT {{ '2017-08-30T18:25:42+0000' | timeago}} • Announcement

$MSFT and $AMZN enters into a partnership to integrate their digital voice assistants Cortana and Alexa respectively. Microsoft will be able to activate Amazon's Alexa and Alexa will be integrated with Microsoft's Cortana. The two other notable digital voice assistants are $AAPL's SIRI and $GOOG's Google Assistant.

$AMZN {{ '2017-08-30T13:52:09+0000' | timeago}} • Announcement

$AMZN and $MSFT plan to integrate the functions of their Alexa and Cortana devices by late 2017. This will enable Alexa customers to access Cortana’s unique features like booking meetings or accessing work calendars using only voice. Similarly, Cortana customers can ask Alexa to control their smart home devices or shop on Amazon.com.

Recent Transcripts

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Wednesday, September 6 2017 - 9:00pm
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