$WBMD (WebMD Health Corp.)

$WBMD {{ '2016-08-09T08:46:18+0000' | timeago}} • Webcast

For 3Q16, $WBMD expects revenue to be $168-171MM, up 10-12% versus 3Q15. Net income is expected to grow 29-40% to $17.0-18.5MM. Company expects adjusted EBITDA to be $50.5-52.5MM, up 9-13% from 3Q15. $WBMD expects health services revenue to grow about 1-3% and information services revenue to grow about 5-6% over 3Q15.

$GOOGL {{ '2017-07-24T23:30:52+0000' | timeago}} • Webcast

$GOOGL is in the process of testing and developing Google Maps to enhance the customer experience. The company intends to roll out Store Sales Measurement in the coming months to enable advertisers to measure revenue, in addition to store visits. Going ahead, Google sees strong growth for YouTube across all platforms, including television.

$GOOGL {{ '2017-07-24T22:35:02+0000' | timeago}} • Webcast

For 3Q17, $GOOGL expects headcount additions to be seasonally high. Going ahead, significant contributions are expected from the growing non-ads revenue businesses, especially Google Play. Google continues to shift its focus to AI-driven computing, with efforts to make the technology available to people across the world.

$GOOGL {{ '2017-07-24T22:12:43+0000' | timeago}} • Webcast

$GOOGL said the 20% growth in search revenue in 2Q17 was driven mainly by mobile search and YouTube. The $2.8Bil capital expenditure reflected investments in production equipment facilities and development of data centers. The internet search leader raised its stock–based compensation by 40% annually to $1.9Bil in the second quarter.

$GOOGL {{ '2017-07-24T21:13:12+0000' | timeago}} • Announcement

$GOOGL said revenues of the Google segment grew 21% annually to $25.76Bil in 2Q17. Revenues of Other Bets division climbed 34% to $248MM. Revenues from US operations advanced 23%, and those from Europe, Middle East and Africa moved up 14%. APAC revenues grew 28%, while other Americas revenues dropped 8%.

$GOOGL {{ '2017-07-24T21:00:24+0000' | timeago}} • Announcement

Earnings of search service behemoth $GOOGL fell sharply in 2Q17, hurt by penalty imposed by the EU in an antitrust lawsuit. EPS dropped to $5.01 from $7 last year, despite a 21% rise in revenues. There was a 52% annual growth in aggregate paid clicks, while aggregate cost-per-click dropped 23%. Alphabet’s Other Bets division remained in loss.

$GOOG {{ '2017-07-24T20:58:25+0000' | timeago}} • Infographic

$GOOG $GOOGL Alphabet Earnings AlphaGraphics: Q2 2017 highlights

$TTEC {{ '2017-07-24T19:37:34+0000' | timeago}} • Announcement

$TTEC has roped in Jeff Marcoux as its VP of Product Marketing. He will be responsible for strategic evolution of customer experience solutions and service design innovation. Marcoux joins $TTEC from $MSFT, where he was into finding marketing solutions and developing SaaS solutions as the Senior Executive interface to Microsoft clients' CMOs.

$NCR {{ '2017-07-24T16:29:42+0000' | timeago}} • Announcement

$NCR agreed with $GRUB for the integration of Grubhub with the NCR Aloha Platform-of-Sale (POS). Restaurants that use $GRUB as an ordering channel will be able to manage orders from the core POS platform.

$WBMD {{ '2017-07-24T15:34:35+0000' | timeago}} • Announcement

The valuation of $WBMD's acquisition by Internet Brands represents a premium of approx 30% to WebMD's share price on Feb 15, 2017.

$WBMD {{ '2017-07-24T15:31:48+0000' | timeago}} • Announcement

Internet Brands, a KKR portfolio company, will acquire $WBMD for approx $2.8Bil. Internet Brands will commence a tender offer in the next 10 days to acquire all of the issued and outstanding shares of WebMD common stock for $66.50 per share, to be paid in cash upon completion of the transaction. The acquisition is expected to close in 4Q17.

$V {{ '2017-07-21T21:44:59+0000' | timeago}} • Webcast

$V said that business in India is progressing and company is benefiting from the government's decision  to reduce cash and promote digital payments. But there is a heavy competition from the local players. The company said that it will try to win at least a fair amount of share if not more of the business in India.

$V {{ '2017-07-21T21:24:52+0000' | timeago}} • Webcast

$V said that the UK region benefited in 3Q17 as the lower value of the pound drove inbound traffic into the UK. Also, the company added that other regions in Europe like France, Spain and Nordics are performing well.

$V {{ '2017-07-21T20:41:46+0000' | timeago}} • Webcast

$V said that its global business benefited in 3Q17 from an overall healthy economy as payments volume grew in all the major regions. In US, strong consumer confidence drove the spending growth. China payments volume growth remained low driven by the dual currency. In India, $V is progressing with digital payments on the backdrop of demonitization.

$V {{ '2017-07-21T19:53:29+0000' | timeago}} • Announcement

Total payments volume for $V surged 38% to $1.9 trillion in 3Q17, while in US it spiked up 12% to $840Bil. Total processed transactions, which represent transactions processed by Visa, climbed 44% to 28.5Bil. GAAP OpEx declined 52% to $1.5Bil. Results in the prior year quarter included the special items related to the acquisition of Visa Europe.

$EBAY {{ '2017-07-21T19:08:17+0000' | timeago}} • Webcast

$EBAY's active buyer growth was stable at 4% as the company added nearly 2MM buyers to its platform in 2Q17. Two years ago, the company began repositioning its business for long-term success. Since then, it added 14MM active buyers while improving the GMV growth. It also delivered well over $4Bil of net income while returning $5Bil to shareholders.

$V {{ '2017-07-21T19:02:00+0000' | timeago}} • Announcement

$V, which competes with $MA and $AXP, lifted its financial outlook for FY17. Net revenue is expected to grow 20% on a nominal dollar basis compared to the previous growth guidance of 16-18%. GAAP EPS growth is expected to be in low double-digits on a nominal dollar basis and non-GAAP EPS is expected to grow about 20%.

$EBAY {{ '2017-07-21T18:57:51+0000' | timeago}} • Webcast

$EBAY said StubHub had a challenging 2Q17 due to the continued lapping of strong growth comps coupled with the US events landscape that was significantly weaker than anticipated. The company expects to face tough growth comps again in 3Q17.

$EBAY {{ '2017-07-21T18:47:35+0000' | timeago}} • Webcast

$EBAY recently began building on its brand marketing with the launch of a significant out-of-home campaign in the US, the company's next phase of television and social advertising. The company plans to continue to invest in its brands in 2H17, including the international rollout of the new campaign.

$V {{ '2017-07-21T18:24:19+0000' | timeago}} • Announcement

Payments network operator $V's profit soared in 3Q17, helped by the increased consumer spending in US, payments growth volume, and the purchase of Visa Europe, which was acquired by Visa in June 2016. Net income quadrupled to $2.06Bil compared to $430MM in the prior year quarter. Diluted EPS on Class A shares also rose more than 400% to $0.87.

$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.

Recent Transcripts

MSFT (Microsoft Corporation)
Thursday, July 20 2017 - 9:30pm
EBAY (eBay Inc.)
Thursday, July 20 2017 - 9:00pm
V (Visa Inc.)
Thursday, July 20 2017 - 9:00pm
NCR (NCR Corporation)
Thursday, July 20 2017 - 8:30pm
ADS (Alliance Data Systems Corporation)
Thursday, July 20 2017 - 12:30pm
ORCL (Oracle Corporation)
Wednesday, June 21 2017 - 9:00pm
LABL (Multi-Color Corp.)
Tuesday, May 30 2017 - 2:00pm
INTU (Intuit Inc.)
Tuesday, May 23 2017 - 8:30pm
KGJI (Kingold Jewelry, Inc.)
Thursday, May 11 2017 - 9:30pm
MXWL (Maxwell Technologies, Inc.)
Tuesday, May 9 2017 - 9:00pm
INAP (Internap Corporation)
Tuesday, May 9 2017 - 12:30pm
MCHX (Marchex, Inc.)
Thursday, May 4 2017 - 9:00pm
WEB (Web.com Group, Inc.)
Thursday, May 4 2017 - 9:00pm
MELI (Mercadolibre, Inc.)
Thursday, May 4 2017 - 8:30pm
LQDT (Liquidity Services, Inc.)
Thursday, May 4 2017 - 2:30pm
WBMD (WebMD Health Corp.)
Tuesday, May 2 2017 - 8:45pm
MSFT (Microsoft Corporation)
Thursday, April 27 2017 - 9:30pm
AMZN (Amazon.com, Inc.)
Thursday, April 27 2017 - 9:30pm
GOOGL (Alphabet Inc.)
Thursday, April 27 2017 - 8:30pm
VRSN (VeriSign, Inc.)
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