$VECO (Veeco Instruments Inc.)

$VECO {{ '2016-02-16T13:57:52+0000' | timeago}} • Announcement

$VECO, a manufacturer of thin film equipment, said it signed a joint development project agreement with IMEC, Belgium-based nano-electronics research center. This collaboration will help increase the development of Gallium Nitride (GaN) based power electronic devices.

$FFIV {{ '2017-07-26T21:04:18+0000' | timeago}} • Infographic

$FFIV F5 Networks, Inc. Earnings AlphaGraphic: Q3 2017 Highlights

$TXN {{ '2017-07-26T20:44:52+0000' | timeago}} • Webcast

Talking about guidance, $TXN said it has good visibility for 50% of the revenue and the rest depends on various external factors. Normally, the chip maker takes into account the demand patterns of customers, backlog, and the order flow to provide guidance. Historically, sequential revenue growth is weaker in the first and fourth quarters.

$TXN {{ '2017-07-26T20:43:13+0000' | timeago}} • Webcast

Chipmaker Texas said, at the end of 2016, 51% of its revenue came from automotive and industrial customers. YTD, $TXN continues to see growth in both of these markets, which would result in more revenues. At 2016 end, 85% of $TXN revenue came from shipments to locations outside US; shipments to China typically represent a large portion of revenue.

$TXN {{ '2017-07-26T20:41:14+0000' | timeago}} • Webcast

$TXN continues to focus its strategy on the industrial and automotive markets. Chipmaker believes that industrial and automotive segments will be the fastest-growing semiconductor markets due to their increasing semiconductor content, which also provides diversity and longevity of products resulting in high terminal value of the portfolio.

$FFIV {{ '2017-07-26T20:29:12+0000' | timeago}} • Announcement

For 4Q17, $FFIV has set a revenue goal of $530-540MM with a GAAP earnings target of $1.64-1.67 per diluted share. On a non-GAAP basis, earnings are expected to be $2.20-2.23 per share.

$FFIV {{ '2017-07-26T20:25:26+0000' | timeago}} • Announcement

Networking technology company $FFIV reported revenue of $517.8MM in 3Q17, up 4.3%, driven by iSeries appliance and security solutions adoption, as well as services revenue. Net income was $97.7MM, or $1.52 per share, compared to $91.8MM, or $1.37 per share in 3Q16. On a non-GAAP basis, net income rose to $2.03 per share.

$TMO {{ '2017-07-26T14:06:23+0000' | timeago}} • Webcast

$TMO said the upward revision of 2017 financial outlook mainly reflected the less adverse foreign exchange environment. The company continues to expect 4% organic revenue growth for the year. Excluding the effect of foreign exchange headwinds, adjusted EPS is seen growing 12-14%. Adjusted operating margin is forecast to grow 50-60 basis points YoY.

$TMO {{ '2017-07-26T13:46:17+0000' | timeago}} • Webcast

Scientific equipment maker $TMO said pharma and biotec continued to be its strongest end markets in 2Q17, with mid-single digits growth. The company's growth strategy remains centered on launching innovative products and leveraging the scale in Asia Pacific and emerging markets. In 2Q17, Thermo Fisher completed $250MM of share buybacks.

$TMO {{ '2017-07-26T12:48:19+0000' | timeago}} • Infographic

$TMO Thermo Fisher Scientific, Inc. Earnings AlphaGraphic: Q2 2017 highlights

$TMO {{ '2017-07-26T10:56:26+0000' | timeago}} • Announcement

Among $TMO’s business segments, Life Sciences Solutions posted a 3% YoY growth in 2Q17 revenues. Analytical Instruments segment revenues surged 47%, reflecting the acquisition of FEI Company last year. Revenues of the Specialty Diagnostics segment and Laboratory Products & Services segment advanced 1% and 4%, respectively, compared to 2Q16.

$TMO {{ '2017-07-26T10:42:34+0000' | timeago}} • Announcement

$TMO revised up its fiscal 2017 revenue guidance to the range of $19.71-$19.89Bil from the previous outlook of $19.51-$19.71Bil, indicating an 8-9% annual growth. The guidance of adjusted EPS has been raised to $9.15-$9.28 per share from the earlier forecast of $9.12-$9.28 per share, which will result in an 11-12% YoY increase.

$TMO {{ '2017-07-26T10:33:50+0000' | timeago}} • Announcement

Medical instruments maker $TMO reported strong results for 2Q17, continuing the recent trend. Earnings of the company, which is currently on an acquisition spree, jumped 20% YoY to $1.56 per share. Adjusted earnings, excluding special items, grew 13% to $2.3 per share. The bottom line growth was driven by a 10% increase in revenues to $4.99Bil.

$TXN {{ '2017-07-25T22:24:59+0000' | timeago}} • Announcement

Effective manufacturing strategy & shifting of analog production to 300mm wafer has helped $TXN increase its 2Q17 gross margin to 64.3% vs. 61.2% in 2Q16. Looking ahead, chipmaker expects 3Q17 revenues of $3.74 to 4.06 billion, and EPS between $1.04 and $1.18, which includes an estimated $20MM discrete tax benefit.

$TXN {{ '2017-07-25T22:07:31+0000' | timeago}} • Announcement

$TXN, which supplies chips to $AAPL (iPhone) for charging controller and power management reported strong segment results. Analog revenues increased 18% due to increased production of 300mm wafers, which is 40% cheaper vs 200mm wafers. Embedded Processing revenue grew 15% due to increased revenues from microcontrollers and processors product lines.

$TXN {{ '2017-07-25T21:47:25+0000' | timeago}} • Announcement

Dallas based chipmaker $TXN, which sells products to about 100,000 customers, reported impressive 2Q17 results, beating Street estimates. Revenue increased 13% backed by continued strong demand for its chips from automotive and industrial customers. The company reported Q2 EPS of $1.03 vs. Street consensus of $0.96.

$TXN {{ '2017-07-25T20:40:29+0000' | timeago}} • Infographic

$TXN Texas Instruments Earnings AlphaGraphics: Q2 2017 highlights

$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%.

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