$QSII (Quality Systems Inc.)

$QSII {{ '2016-05-20T19:15:51+0000' | timeago}} • Webcast

Nick Jansen with Raymond James asks about the legacy market share dynamics and revenue cycle growth. $QSII CFO James Arnlod said the company expects it to be very modestly down YoverY. On revenue cycle management, the company said that in 2017 it expects it to look a lot like 4Q16 as opposed to the previous number of double digit growth.

$STX {{ '2017-07-25T12:57:55+0000' | timeago}} • Announcement

$STX’s net income surged 63% to $114MM in 4Q17, despite a 10% fall in revenues. EPS increased to $0.38 from $0.23. On a non-GAAP basis, excluding the impact of special items, net income was $192MM or $0.65 per share. The bottom line growth was supported by increased demand for the company’s storage products.

$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

$CSCO {{ '2017-07-24T13:25:09+0000' | timeago}} • Announcement

$CSCO is partnering with the TIM Group to renew TIM's Optical Packet Metro (OPM) network. TIM's new OPM network will integrate $CSCO’s ASR 9000 technology, which will help TIM to effectively digitize its fixed and mobile line services. The investment is part of TIM's 3-year plan for 2017-2019, and involves an investment of about EUR5Bil.

$IBM {{ '2017-07-21T17:53:42+0000' | timeago}} • Announcement

$IBM and University of Alberta published new data in Nature's partner journal Schizophrenia, exhibiting that machine learning algorithms helped predict schizophrenia with 74% accuracy. The technology predicted the severity of some symptoms in schizophrenia patients with significant correlation.

$MCK {{ '2017-07-21T16:07:44+0000' | timeago}} • Announcement

Biologics, a unit of healthcare technology firm $MCK, said it will join the limited distribution network of $PBYI to promote the latter’s kinase inhibitor Nerlynx. The formulation is indicated for treatment of adult patients with early-stage HER2 overexpressed/amplified breast cancer.

$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 {{ '2017-07-20T22:39:57+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.

$IBM {{ '2017-07-19T19:00:41+0000' | timeago}} • Webcast

$IBM expects improved revenue and gross margin performance in 2H17, pushed by its new IBM z systems mainframe servers launch in 2Q17. However, the company expects most of the growth to happen in 4Q17.

$ADP {{ '2017-07-19T13:59:14+0000' | timeago}} • Announcement

$ADP released the ADP Workforce Vitality Report which stated that overall wage growth increased by 2.3% YoY across all industries in 2Q17 and is higher than the 1.8% growth in wages reported by the US Bureau of Labor Statistics. Job holders' wages grew by 4.4% and job switchers' wages grew slightly less by 3.4% YoY in 2Q17.

$RPM {{ '2017-07-19T13:03:55+0000' | timeago}} • Announcement

$RPM appointed Julie Lagacy to its BoD, effective immediately, and has nominated Robert Livingston as a director candidate for election to the board at its annual stockholders' meeting on Oct. 5, 2017. Lagacy is VP of global information services and CIO at $CAT, and Livingston is president and CEO of $DOV.

$IBM {{ '2017-07-18T23:42:39+0000' | timeago}} • Announcement

$IBM maintained its FY17 EPS and cash flow expectations. The company continues to expect adjusted diluted EPS of at least $13.80 and GAAP diluted EPS of at least $11.95. Free cash flow is expected to be relatively flat year-to-year.

$IBM {{ '2017-07-18T23:35:37+0000' | timeago}} • Announcement

Big Blue $IBM reported 21st consecutive quarter of revenue decline, with 2Q17 earnings declining 7%. The decline was driven by all segments reporting a decline in revenue YoY. Net income was $2.3Bil or $2.48 per share in 2Q17, down from $2.5Bil or $2.61 per share a year ago. Revenue declined 4.7% to $19.3Bil.

$IBM {{ '2017-07-18T21:07:52+0000' | timeago}} • Infographic

$IBM International Business Machines Earnings AlphaGraphic: Q2 2017 Highlights

$DGX {{ '2017-07-18T13:54:10+0000' | timeago}} • Announcement

Medical diagnostics firm $DGX has completed the acquisition of laboratory businesses Med Fusion and Clear Point. They form the basis for Quest’s first national center of excellence in precision diagnostics for oncology. The company is now a preferred provider to several organizations that are formerly owners of one or both of the acquired entities.

$ADP {{ '2017-07-17T17:06:46+0000' | timeago}} • Announcement

Infor said it is collaborating with $ADP to offer new value added services and best-practice processes to Infor's U.S. Human Capital Management (HCM) customers. $ADP integration offers flexible solution to help reduce costs and lift compliance for Infor HCM customers.

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