$ALTR (Altera Corp.)

$ALTR {{ '2015-09-08T15:16:39+0000' | timeago}} • SEC

Of $ALTR’s total accounts receivable, Arrow accounted for approx. 30% as of June 26, 2015, and 34% as of Dec. 31, 2014; Macnica accounted for approx. 57% as of June 26, 2015, and 47% as of Dec. 31, 2014.

$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.

$AAPL {{ '2017-07-20T12:48:23+0000' | timeago}} • Webcast

In regard with its battle against $AAPL, $QCOM has filed patent infringement complaints against the iPhone maker with both the International Trade Commission and in Federal Court in the US. The ITC investigation is expected to commence in August and the case will be tried next year.

$QCOM {{ '2017-07-19T21:27:34+0000' | timeago}} • Announcement

For 4Q17 $QCOM expects its revenue to be in the range of $5.4-6.2Bil. The company expects its diluted EPS to be about $0.55-0.65 and non-GAAP EPS to be in the range of $0.75-0.85. This guidance does not include QTL revenues related to the sale of $AAPL products by Apple’s contract manufacturers

$QCOM {{ '2017-07-19T21:23:19+0000' | timeago}} • Announcement

$QCOM's 3Q17 results were negatively impacted due to the actions taken by $AAPL's contract manufacturers, who failed to fully report and not pay royalties due on the sales of $AAPL products. Due to this the company did not provide certain metrics of its QTL business, which include total device sales and related estimated ranges of device shipment.

$QCOM {{ '2017-07-19T21:08:44+0000' | timeago}} • Announcement

$QCOM, that is facing several litigation issues, posted 40% drop in 3Q17 earnings, mainly due to the bitter legal battle with $AAPL, who did not report and pay royalties. Revenues fell 11% YoY to $5.4Bil. Net income were $0.9Bil, or $0.58 per share, down 40% from $1.4Bil, or $0.97 per share in 3Q16. Excluding items, $QCOM earned $0.83 per share.

$AAPL {{ '2017-07-19T12:49:32+0000' | timeago}} • Announcement

Isabel Ge Mahe, VP of Wireless Technologies, has been named $AAPL's VP and MD of Greater China business, reporting to CEO Tim Cook and COO Jeff Williams. In this newly created role, Ge Mahe will provide leadership and coordination across Apple’s China-based team. She will assume her new role, based in Shanghai, later this summer.

$IT {{ '2017-07-13T12:15:11+0000' | timeago}} • Announcement

According to preliminary results by $IT, Worldwide PC shipments totaled 61.1MM units in 2Q17, a 4.3% decline from last year. Shipments in 2Q17 were the lowest quarter volume since 2007. $HPQ reclaimed the top position from Lenovo in the worldwide PC market in 2Q17, followed by $DELL and $AAPL succeeding in third and fourth place.

$CSCO {{ '2017-07-11T17:20:40+0000' | timeago}} • Announcement

$CSCO announced a new generation of servers and software that extend its unified approach to computing. The Cisco Unified Computing System (Cisco UCS) M5 lineup delivers new systems and software that extend the power and simplicity of unified computing for data-intensive workloads, applications at the edge and distributed application architectures.

$AMD {{ '2017-07-03T13:03:04+0000' | timeago}} • Announcement

Chip maker $AMD has appointed Abhi Y Talwalkar to its board of directors. A semiconductor veteran, Talwalkar was president and CEO of LSI Corp from May 2005 to May 2014. Earlier, he held various senior management roles at $INTC for over 12 years.

$ADBE {{ '2017-06-29T16:26:16+0000' | timeago}} • Announcement

$ADBE announced new voice analytics capabilities in Adobe Analytics Cloud that enable brands to deliver more customer experiences. Through Adobe Analytics Cloud, brands can capture and analyze voice data for all major platforms including $AMZN's Alexa, $AAPL's Siri, $GOOG's Google Assistant, $MSFT's Cortana and Samsung Bixby.

$AAPL {{ '2017-06-29T12:52:49+0000' | timeago}} • Announcement

$AAPL is all set to open its first store in Taiwan on July 1, bringing Apple’s products, services and in-store experiences to customers in that country for the first time. The new store, Apple Taipei 101, will host new ‘Today at Apple’ programs.

$CDNS {{ '2017-06-28T21:09:58+0000' | timeago}} • Announcement

$CDNS announced the election of Maggie Wilderotter, the former Executive Chairman and CEO of Frontier Communications Corporation, to its board of directors, effective July 1, 2017.

$ORCL {{ '2017-06-21T22:16:54+0000' | timeago}} • Webcast

At the end of FY17, $ORCL sits with $66.1Bil in cash and marketable securities. The company repurchased nearly $500MM during 4Q17, bringing the full year repurchase to $3.5Bil, and also paid dividends of $2.6Bil for the year.

$ORCL {{ '2017-06-21T21:51:29+0000' | timeago}} • Webcast

$ORCL sold more than $2Bil in cloud annually recurring revenue (ARR) for FY17, marking the second year in a row that Oracle sold more cloud ARR than $CRM. Chairman Larry Ellison said Oracle is well on its way to passing $CRM and becoming number one in the Enterprise SaaS market.

$ORCL {{ '2017-06-21T21:34:28+0000' | timeago}} • Webcast

$ORCL sees revenue for 1Q18 to grow in 4% to 6% range with cloud revenue, inducing SaaS, PaaS and IaaS, growing between 48% and 52%. Non-GAAP EPS on constant currency is expected to be between $0.59 and $0.61 for 1Q18, up from $0.55 last year, said the company.

$ORCL {{ '2017-06-21T21:02:59+0000' | timeago}} • Announcement

$ORCL saw an annual profit growth for the first time since FY14. The company posted earnings of $2.21 per share for the fiscal 2017, nearly 7% increase compared to 2016. Revenue also grew 2% to $37.7Bil, as the company's cloud SaaS revenue rose 61% and Cloud PaaS and IaaS revenue rose 60%.

$ORCL {{ '2017-06-21T20:48:16+0000' | timeago}} • Announcement

$ORCL nears halfway to achieving its annual cloud revenue target of $10Bil, as it posted revenue of $4.5Bil for FY17. The software giant had earlier proclaimed it will challenge $CRM in a race to $10Bil in annual cloud-software revenue. For 4Q17, the company posted 58% rise in its cloud revenue to $1.4Bil.

$ORCL {{ '2017-06-21T20:31:37+0000' | timeago}} • Infographic

$ORCL Oracle Corp. Earnings AlphaGraphics: Q4 2017 highlights

$ORCL {{ '2017-06-21T20:29:40+0000' | timeago}} • Announcement

For the final quarter of fiscal 2017, $ORCL posted a 15% growth in its profit as the database and cloud giant continues to see strong momentum in its cloud business. The company reported net income of $3.23Bil, or $0.76 per share, on revenue of $10.89Bil for 4Q17.

$ADBE {{ '2017-06-20T21:48:17+0000' | timeago}} • Webcast

$ADBE expects its revenue and EPS to grow sequentially from 3Q17 to 4Q17. Major customer wins in 2Q17 included $BBY, $CSCO, $MS and $VZ. In Experience Cloud business, mobile data transactions grew to 57% of total Adobe Analytics transactions in the recently ended quarter.

Recent Transcripts

TSM (Taiwan Semiconductor Manufacturing Company Limited)
Thursday, July 13 2017 - 6:00am
ORCL (Oracle Corporation)
Wednesday, June 21 2017 - 9:00pm
SOL (ReneSola Ltd.)
Thursday, June 15 2017 - 12:30pm
YGE (Yingli Green Energy Holding Co. Ltd.)
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MRVL (Marvell Technology Group Ltd.)
Thursday, May 25 2017 - 8:45pm
NTAP (NetApp, Inc.)
Wednesday, May 24 2017 - 9:30pm
CSCO (Cisco Systems, Inc.)
Wednesday, May 17 2017 - 8:30pm
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Monday, May 15 2017 - 8:30pm
EMAN (eMagin Corp.)
Thursday, May 11 2017 - 1:00pm
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Thursday, May 11 2017 - 12:30am
MCHP (Microchip Technology Inc.)
Tuesday, May 9 2017 - 9:00pm
MXL (MaxLinear, Inc.)
Tuesday, May 9 2017 - 8:30pm
NPTN (NeoPhotonics Corporation)
Friday, May 5 2017 - 12:00pm
ZEN (Zendesk, Inc.)
Thursday, May 4 2017 - 9:00pm
CRUS (Cirrus Logic Inc.)
Wednesday, May 3 2017 - 9:00pm
GRPN (Groupon, Inc.)
Wednesday, May 3 2017 - 2:00pm
AAPL (Apple Inc)
Tuesday, May 2 2017 - 9:00pm
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