$PMCS (PMC-Sierra Inc.)

$PMCS {{ '2015-11-05T23:03:23+0000' | timeago}} • Webcast

On October 30, $SWKS announced that it had entered into an amended and restated merger agreement to acquire $PMCS, a semiconductor maker, for $11.60 in cash per share of $PMCS common stock. This deal has been approved by both Board of Directors and is expected to close in the first half of calendar 2016.

$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

$CDNS {{ '2017-07-24T20:40:26+0000' | timeago}} • Announcement

For 3Q17, $CDNS expects total revenue in the range of $475-485MM. GAAP EPS is expected to be in the range of $0.24-0.26, while non-GAAP EPS is expected in the range of $0.33-0.35. For FY17, $CDNS expects total revenue in the range of $1.910-1.950Bil. For FY17, GAAP EPS is expected to be $0.98-1.04, while non-GAAP EPS is expected to be $1.36-1.42.

$CDNS {{ '2017-07-24T20:33:40+0000' | timeago}} • Announcement

Electronic design automation company $CDNS reported a 40% jump in 2Q17 earnings, driven by robust software and IP growth. Net earnings spiked to $69.12M or $0.25 per share from $49.34MM or $0.17 per share a year earlier. Revenue increased 5.73% $479MM. On an adjusted basis, the company earned $0.34 per diluted share.

$TTEC {{ '2017-07-24T19:37:34+0000' | timeago}} • Announcement

$TTEC has roped in Jeff Marcoux as its VP of Product Marketing. He will be responsible for strategic evolution of customer experience solutions and service design innovation. Marcoux joins $TTEC from $MSFT, where he was into finding marketing solutions and developing SaaS solutions as the Senior Executive interface to Microsoft clients' CMOs.

$AMAT {{ '2017-07-24T15:52:06+0000' | timeago}} • Announcement

$AMAT, a provider of materials engineering solutions, has appointed Dan Durn as SVP, effective August 7, 2017. Durn, a semiconductor industry veteran, will assume the role of CFO also, effective August 24. Most recently, Durn served NXP Semiconductors as CFO. Earlier, he held leadership positions in Freescale Semiconductor and Globalfoundries.

$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.

$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.

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