$ASX (Advanced Semiconductor Engineering Inc.)

$ASX {{ '2016-04-29T15:33:44+0000' | timeago}} • Announcement

$ASX and $CY's unit Deca Technologies announced the signing of an agreement whereby $ASX will invest $60MM in Deca and will license Deca's M-Series Fan-out Wafer-Level Packaging (FOWLP) technologies and processes. $ASX and Deca will jointly develop the M-Series fan-out manufacturing process and will expand production of chip-scale packages.

$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.

$MSFT {{ '2017-07-21T15:13:41+0000' | timeago}} • Webcast

$MSFT said that Office 365 commercial revenue grew 43%. For the first time, Office 365 Commercial revenue surpassed revenue from traditional licensing business. Commercial cloud annualized revenue run rate exceeded $18.9Bil, up 56%. Two years ago, Microsoft aimed to reach the $20Bil goal in annualized commercial cloud revenue run rate.

$MSFT {{ '2017-07-21T14:55:23+0000' | timeago}} • Webcast

For 1Q18, $MSFT expects operating expenses to be $8.6-8.7Bil, including about $1Bil from LinkedIn. CapEx is expected to be similar to 4Q17. More Personal Computing segment revenue is expected to be $8.6-8.9Bil and gaming is expected to have the typical seasonality revenue pattern for a pre-holiday quarter.

$MSFT {{ '2017-07-21T14:40:37+0000' | timeago}} • Webcast

For 1Q18, $MSFT expects Productivity and Business Processes segment's revenue to be $8.1-8.3Bil. Revenue from LinkedIn is expected to be about $1.1Bil. For Intelligent Cloud, Microsoft expects revenue to be $6.9-7.1Bil, helped by double-digit revenue growth across server products and cloud services with strong customer demand for Azure.

$MSFT {{ '2017-07-21T14:33:52+0000' | timeago}} • Webcast

For FY18, $MSFT anticipates that increasing demand for cloud services and healthy renewals will drive a higher annuity mix. Organic Microsoft expenses are expected to grow 3-4%. Also, $MSFT plans to increase the investments in LinkedIn to fuel its strong revenue growth.

$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 {{ '2017-07-21T13:29:07+0000' | timeago}} • Announcement

$MSFT's gaming revenue grew 3% in 4Q17, helped by strength in Xbox software and services, offset by lower hardware revenue. Xbox software and services revenue grew 11%, while Xbox live monthly active users grew 8% to 53MM, with growth in Xbox One, Windows 10, and mobile platforms.

$MSFT {{ '2017-07-21T13:28:14+0000' | timeago}} • Announcement

Revenue of More Personal Computing segment, $MSFT's biggest segment, declined 2% in 4Q17, hurt by declining phone revenue, offset by growth in search, Windows, and gaming revenue. Windows OEM and Windows commercial products and cloud services revenue increased by 1% and 8%, respectively. Surface revenue slipped 2% and phone revenue declined $361MM.

$MSFT {{ '2017-07-21T13:25:31+0000' | timeago}} • Announcement

Revenue of Productivity and Business Processes segment, $MSFT's second largest segment, grew 21% in 4Q17 helped by LinkedIn and Office 365 offerings. LinkedIn, which was acquired by $MSFT in 2016, contributed $1.07Bil to Microsoft's revenue in 4Q17. Operating expenses increased 41% or $1Bil for the segment, hurt by LinkedIn related expenses.

$MSFT {{ '2017-07-21T12:34:48+0000' | timeago}} • Announcement

$MSFT's Intelligent Cloud unit revenue grew 11% in 4Q17, boosted by growth in server products and cloud services. Revenue of server products and cloud services was up 15%, while Azure, the software giant's cloud platform, surged 97%. Last week, $MSFT announced that $DNB and Chinese Internet firm $BIDU will use Azure for their cloud computing needs.

$MSFT {{ '2017-07-21T11:53:27+0000' | timeago}} • Announcement

$MSFT's GAAP revenue grew 13% YoY to $23.3Bil and non-GAAP revenue was up 9% at $24.7Bil in 4Q17. The increase in revenue was driven by growth in Productivity and Business Processes and Intelligent Cloud segments, and a decrease in the net revenue deferrals of $1.4Bil related to Windows 10 operating system.

$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.

$SWKS {{ '2017-07-20T22:31:53+0000' | timeago}} • Webcast

$SWKS is making good progress in extending the reach of its portfolio by innovating with higher-end platforms and adding more customers. In 4Q17, the company expects to get its broad markets business on a $1Bil annualized revenue run rate. This area has been growing in double digits and it has helped in revenue growth in 3Q17.

$SWKS {{ '2017-07-20T22:18:44+0000' | timeago}} • Webcast

During 3Q17, $SWKS supported Huawei's smartphones with the SkyOne product suite and also extended the DRx solutions across Samsung's Galaxy platforms. The company delivered ZigBee and Wi-Fi devices for Amazon's virtual assistants and ramped advanced 4G/LTE MIMO solutions with leading infrastructure OEMs.

$MSFT {{ '2017-07-20T21:41:07+0000' | timeago}} • Infographic

$MSFT Microsoft Corp. Earnings AlphaGraphics: Q4 2017 highlights

$SWKS {{ '2017-07-20T21:33:35+0000' | timeago}} • Announcement

$SWKS Skyworks Solutions Earnings AlphaGraphic: Q3 2017 Highlights

$SWKS {{ '2017-07-20T20:42:40+0000' | timeago}} • Announcement

$SWKS declared a cash dividend of $0.32 per share of the company's common stock, representing a 14% increase from the prior quarterly dividend of $0.28 per share. The dividend is payable on August 29, 2017, to stockholders of record on August 8, 2017.

$SWKS {{ '2017-07-20T20:40:47+0000' | timeago}} • Announcement

For 4Q17, $SWKS expects revenue to be up 17% YoY with further gross and operating margin expansion. The company expects revenue of $980MM and adjusted diluted EPS of $1.75.

$SWKS {{ '2017-07-20T20:37:53+0000' | timeago}} • Announcement

$SWKS reported an increase in 3Q17 results helped by global demand for its connectivity engines. Net income was $246MM or $1.32 per share compared to $185MM or $0.97 per share in 3Q16. Adjusted EPS was $1.57. Revenue was $900.8MM, up 20% YoY and exceeding consensus estimates.

$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.

Recent Transcripts

MSFT (Microsoft Corporation)
Thursday, July 20 2017 - 9:30pm
SWKS (Skyworks Solutions Inc.)
Thursday, July 20 2017 - 9:00pm
PLXS (Plexus Corp.)
Thursday, July 20 2017 - 12:30pm
QCOM (QUALCOMM Incorporated)
Wednesday, July 19 2017 - 8:45pm
MDSO (Medidata Solutions, Inc.)
Tuesday, July 18 2017 - 12:00pm
TSM (Taiwan Semiconductor Manufacturing Company Limited)
Thursday, July 13 2017 - 6:00am
YGE (Yingli Green Energy Holding Co. Ltd.)
Thursday, June 15 2017 - 12:00pm
ADI (Analog Devices Inc)
Wednesday, May 31 2017 - 2:00pm
AMAT (Applied Materials Inc)
Thursday, May 18 2017 - 8:30pm
EMAN (eMagin Corp.)
Thursday, May 11 2017 - 1:00pm
IMOS (ChipMOS TECHNOLOGIES (Bermuda) LTD.)
Thursday, May 11 2017 - 11:00am
NVDA (NVIDIA Corporation)
Tuesday, May 9 2017 - 9:00pm
MDRX (Allscripts Healthcare Solutions, Inc.)
Thursday, May 4 2017 - 8:30pm
ACIW (ACI Worldwide, Inc.)
Thursday, May 4 2017 - 12:30pm
OCLR (Oclaro, Inc.)
Tuesday, May 2 2017 - 9:00pm
AAPL (Apple Inc)
Tuesday, May 2 2017 - 9:00pm
ASX (Advanced Semiconductor Engineering Inc.)
Friday, April 28 2017 - 7:00am
MSFT (Microsoft Corporation)
Thursday, April 27 2017 - 9:30pm
SWKS (Skyworks Solutions Inc.)
Thursday, April 27 2017 - 9:00pm
AMKR (Amkor Technology Inc)
Thursday, April 27 2017 - 9:00pm

AlphaGraphics you may like