$CAVM (Cavium, Inc.)

$CAVM {{ '2016-06-15T20:13:09+0000' | timeago}} • Announcement

Semiconductor products provider $CAVM said it will acquire all of the outstanding $QLGC common stock for approx. $15.50 per share, comprised of $11 per share in cash and 0.098 of a share of Cavium common stock for each share of QLogic common stock, through an exchange offer. The deal will be $0.60-0.70 accretive to $CAVM's CY17 non-GAAP EPS.

$TGNA {{ '2018-01-16T16:09:49+0000' | timeago}} • Announcement

$TGNA and $SNE entered into an exclusive, multi-year distribution agreement for TEGNA’s programming in the US and internationally. Under the terms, Sony Pictures will distribute all TEGNA owned first-run programming, including the new series “Daily Blast Live”, as well as future development.

$DSPG {{ '2018-01-09T18:09:38+0000' | timeago}} • Announcement

$DSPG announced that Primax is introducing a line of new low-cost voice assistants based on $DSPG’s advanced ULE SoC and SmartVoice audio/voice processors powered by HDClear. It integrates $DSPG’s HDClear voice enhancement algorithms, DBMD4 SoC and the DHX91 ULE SoC for a reliable human voice interface.

$CSCO {{ '2018-01-09T15:25:46+0000' | timeago}} • Announcement

$CSCO and Hyundai Motor Company announced the production of a next-generation, hyperconnected car. Hyundai will feature this new in-vehicle network in their premium 2019 vehicles. The companies would create a flexible and more secure platform that would help innovate and build on smart-vehicle solutions.

$CSCO {{ '2018-01-08T18:05:49+0000' | timeago}} • Announcement

$CSCO said the Felix Platter Hospital in Basel, Switzerland, is deploying Cisco Intent-Based Networking to create the foundation for its digital operation. The new secure network is designed and deployed by Itris Enterprise AG, and is expected to be fully operational by December 2018.

$CSCO {{ '2018-01-08T17:55:27+0000' | timeago}} • Announcement

$CSCO announced a new DOCSIS licensing plan for its cable operator customers. The Cisco IBU licensing program helps simplify license acquisition and management. IBU has only one license type based on bandwidth consumption. IBU licensing is aligned to the number of subscribers across the network, so license investment is highly aligned to revenues.

$MDRX {{ '2018-01-08T14:39:05+0000' | timeago}} • Announcement

$MDRX announced a definitive agreement to acquire Practice Fusion, for $100MM in cash, subject to adjustment for working capital and net debt. This transaction is targeted to close in Q1 of calendar 2018. Allscripts intends to fund the purchase price through its existing secured credit facilities and cash balances.

$MDRX {{ '2017-12-18T17:49:20+0000' | timeago}} • Announcement

In 4Q17, Horizon Health Network and Service New Brunswick extended its contract term with $MDRX through 2024, to further clinical advancements in EHR software and enhance the care experience for patients in its community. The organization has been an Allscripts client for more than two decades.

$CSCO {{ '2017-12-14T15:48:33+0000' | timeago}} • Announcement

$CSCO said Chris Dedicoat, EVP of Worldwide Sales and Field Operations, has decided to leave his role at the end of Cisco's current fiscal year on July 28, 2018, and will transition to a senior advisory role to Chairman and CEO, Chuck Robbins.

$CSCO {{ '2017-12-14T15:48:19+0000' | timeago}} • Announcement

$CSCO said Rebecca Jacoby, SVP of Operations, will retire effective January 27, 2018, but continue as an advisor until May-end. Cisco SVP of Asia Pacific and Japan Irving Tan will take on the newly created role of SVP of Operations and Digital.

$CSCO {{ '2017-12-14T14:35:59+0000' | timeago}} • Announcement

$CSCO announced the availability of Cisco Security Connector, a security app designed to give enterprises visibility and control over network activity on iOS devices, now in the App Store. The app helps ensure compliance of users and iOS devices during incident investigations and protects users from connecting to malicious sites on the Internet.

$CSCO {{ '2017-12-11T13:31:43+0000' | timeago}} • Announcement

$CSCO's BoD on Dec. 10, 2017 declared a quarterly dividend of $0.29 per common share. The dividend will be paid on Jan. 24, 2018 to shareholders of record on Jan. 5, 2018.

$AVGO {{ '2017-12-06T22:46:55+0000' | timeago}} • Announcement

$AVGO, which recently had a failed takeover bid of $QCOM, swung to profit in 4Q17, driven by a 33% growth in its Wireless communications segment, which makes smartphone parts and chips for iPhones. Profit was $671MM or $1.50 per share for the quarter, while revenue surged 17% to $4.84Bil. Adjusted EPS jumped 32% to $4.59 per share.

$CSCO {{ '2017-11-21T16:54:02+0000' | timeago}} • Announcement

$CSCO and INTERPOL announced an agreement to share threat intelligence as part of the effort to fight cybercrime. The alliance will see the two organizations develop a coordinated approach to data sharing, which will allow for quick threat detection and pave the way for potential future collaboration on training and knowledge sharing.

$MRVL {{ '2017-11-20T15:10:37+0000' | timeago}} • Announcement

$MRVL expects preliminary revenue of $610-620MM and non-GAAP EPS of $0.32-0.34 for 3Q18.

$MRVL {{ '2017-11-20T15:10:21+0000' | timeago}} • Announcement

$MRVL will acquire $CAVM. The transaction is expected to generate at least $150-175MM of annual run-rate synergies within 18 months post close and to be significantly accretive to revenue growth, margins and non-GAAP EPS. Matt Murphy will lead the combined company and Cavium’s CEO, Syed Ali, will act as a strategic advisor and join $MRVL’s BoD.

$MRVL {{ '2017-11-20T15:10:05+0000' | timeago}} • Announcement

$MRVL agreed to acquire $CAVM for $40 per share in cash and 2.1757 Marvell common shares for each Cavium share, representing a total value of approx. $6Bil. The deal is expected to close in mid-calendar 2018. $MRVL intends to fund the cash consideration with a combination of cash on hand from the combined companies and $1.75Bil in debt financing.

$NVDA {{ '2017-11-17T20:26:27+0000' | timeago}} • Webcast

$NVDA said that every major server computer maker in the world has now supported Volta and in the process of taking Volta out to market. HP, Dell, IBM, Cisco and Huawei in China, Insper in China, Lenovo, have all announced that they will be building service - families of servers around the Volta GPU.

$NVDA {{ '2017-11-17T20:22:01+0000' | timeago}} • Webcast

In data center business, $NVDA has started ramping Volta strongly during 3Q18. Every major cloud provider from Amazon, Microsoft, Google to Baidu, Alibaba and Tencent and recently, Oracle, has announced support for Volta. The company will be providing Volta for their internal use of deep learning as well as external public cloud services.

$CSCO {{ '2017-11-16T19:56:42+0000' | timeago}} • Webcast

In the most recent quarter, $CSCO announced a definitive agreement to acquire technology firm BroadSoft, in order to enhance its cloud-based business. The company expects the pressure on margins from ‘memory’ prices to continue in the near term. In future, new elements will be incorporated into Security products, which are undergoing innovation.

$CSCO {{ '2017-11-16T19:09:20+0000' | timeago}} • Webcast

Internet gear maker $CSCO attributed its 1Q18 earnings growth to broad-based order growth, especially for the intent-based networking solutions. Currently, Cisco is working with $GOOGL to develop a hybrid cloud solution for on-premise environments. In addition, investments and acquisitions are in the pipeline to develop the Multicloud portfolio.

Recent Transcripts

WIT (Wipro Ltd.)
Friday, January 19 2018 - 1:45pm
TSM (Taiwan Semiconductor Manufacturing Company Limited)
Thursday, January 18 2018 - 6:00am
SOL (ReneSola Ltd.)
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YGE (Yingli Green Energy Holding Co. Ltd.)
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IEC (IEC Electronics Corp.)
Wednesday, December 6 2017 - 3:00pm
MRVL (Marvell Technology Group Ltd.)
Tuesday, November 28 2017 - 9:45pm
CSCO (Cisco Systems, Inc.)
Wednesday, November 15 2017 - 9:30pm
SMI (Semiconductor Manufacturing International Corp.)
Wednesday, November 15 2017 - 12:30am
MGIC (Magic Software Enterprises Ltd.)
Tuesday, November 14 2017 - 3:00pm
NVDA (NVIDIA Corporation)
Thursday, November 9 2017 - 10:00pm
EMAN (eMagin Corp.)
Thursday, November 9 2017 - 2:00pm
MCHP (Microchip Technology Inc.)
Monday, November 6 2017 - 10:00pm
NPTN (NeoPhotonics Corporation)
Monday, November 6 2017 - 9:30pm
MDRX (Allscripts Healthcare Solutions, Inc.)
Thursday, November 2 2017 - 8:30pm
DSPG (DSP Group Inc.)
Thursday, November 2 2017 - 12:30pm
ACIW (ACI Worldwide, Inc.)
Thursday, November 2 2017 - 12:30pm
CAVM (Cavium, Inc.)
Wednesday, November 1 2017 - 9:00pm
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Wednesday, November 1 2017 - 9:00pm
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SQNS (Sequans Communications S.A.)
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