$ATML (Atmel Corp)

$ATML {{ '2016-01-20T07:47:07+0000' | timeago}} • Announcement

$MCHP expects the $ATML acquisition to add more products to its IoT solutions, expand its portfolio of Automotive, Touch, Memory and Security solutions, and add a patent portfolio of over 2,400 patents to its IP portfolio. The acquisition is expected to close in calendar 2Q16.

$INTC {{ '2017-07-27T20:50:43+0000' | timeago}} • Infographic

$INTC Intel Corporation Earnings AlphaGraphic: Q2 2017 Highlights

$PYPL {{ '2017-07-27T19:51:53+0000' | timeago}} • Webcast

$PYPL stated that its new partnerships with $FB and $GOOG will start to accelerate and drive future growth looking into 2018, 2019 and 2020. These are not included in the current guidance for FY17.

$PYPL {{ '2017-07-27T19:39:04+0000' | timeago}} • Webcast

$PYPL and $AAPL have expanded their iTunes integration enabling customers to buy games, music, movies and in-app purchases with PayPal, on their iPhones and iPads in the Apple App Store, iBooks, Apple Music and iTunes stores in 12 countries including the US, Australia and parts of Europe. This integration is expected to expand in the coming months.

$PYPL {{ '2017-07-27T19:38:48+0000' | timeago}} • Webcast

$PYPL's open technology platform has enabled expanded partnerships with $GOOG, $AAPL, $FB and Samsung. In April, $GOOG announced an expansion of its partnership to make it easy for consumers to use PayPal as a payment method in Android Pay in-store, in app and online. $FB also announced additional commerce experiences with PayPal on Messenger.

$FB {{ '2017-07-27T18:33:09+0000' | timeago}} • Webcast

$FB reported 47% growth in its 2Q17 ad revenue to $9.2Bil. The growth were strongest in Rest of World and Asia-Pacific that reported 56% and 54% increase respectively. U.S. and Canada and Europe grew at 45% and 43% respectively. Mobile ad revenue was $8Bil, up 53%, and Desktop ad revenue grew 17% despite an ongoing decline in desktop usage.

$FB {{ '2017-07-27T18:32:15+0000' | timeago}} • Webcast

During 2Q17, $FB's community continued to progress with over 1.32Bil people that visited the site on an average day, up 17%  YoY. The community growth was driven mainly by product improvements on Android, Internet.org effort, and ongoing third-party promotional data plans in markets like India.

$FB {{ '2017-07-27T18:31:01+0000' | timeago}} • Webcast

$FB now focuses on its growth drivers Instagram and video ads. Instagram Stories, that was launched last August, continues to grow with more than 250MM users using it daily. The company also began rolling out ads in Instagram Stories during 2Q17.

$FB {{ '2017-07-27T18:30:06+0000' | timeago}} • Webcast

$FB is working on developing its artificial intelligence (AI) technologies, that help people find relevant groups. The company reported 50% jump in users during 2Q17, that joined meaningful communities.  AI is expected to improve the company's core services, CEO Zuckerberg said.

$TWTR {{ '2017-07-27T13:17:04+0000' | timeago}} • Announcement

Struggling social network $TWTR, who unveiled a major redesign to the site last month, said it had 328MM monthly active users at the end of second quarter 2017, remains unchanged from the first quarter 2017. Twitter stock nosedived as it fails to add new users in the current quarter.

$TWTR {{ '2017-07-27T12:47:48+0000' | timeago}} • Announcement

$TWTR It seems that doom continues with the return of second co-founder Biz Stone in May, as the ubiquitous microblogging platform $TWTR logged its second consecutive revenue slip at $574MM in 2Q17. In terms of total revenue, Larry the bird flew south by 5% YoY and earnings from the US fell by 7%.

$TWTR {{ '2017-07-27T12:12:40+0000' | timeago}} • Infographic

$TWTR Twitter Earnings AlphaGraphic: Q2 2017 highlights

$FB {{ '2017-07-26T22:05:49+0000' | timeago}} • Infographic

$FB's average revenue per user  during 2Q17 trends upwards across the world, yet the majority of the revenue was contributed by US and Canada. which rose 35% to $19.38 much higher when compared to $4.73 from worldwide.

$FB {{ '2017-07-26T21:51:13+0000' | timeago}} • Announcement

$FB's ad revenue for 2Q17 rose 47% YoY to $9.16Bil. This growth rate is more than double of what Google generated in 2Q17. FB's rival and online advertising competitor $GOOG reported 19% increase in ad revenue from Google for 2Q17.

$FB {{ '2017-07-26T21:28:35+0000' | timeago}} • Announcement

$FB, that plans to monetize its 1.2Bil user Messenger app, posted 71% growth in 2Q17 earnings, due to increase in mobile ad sales. Net income rose to $3.89Bil from $2.28Bil in 2Q16. Diluted EPS rose 69% to $1.32 from $0.78. User activity continues to grow, as daily active users rose 17% YoY to 1.32Bil and monthly active users rose 17%  to 2.01Bil.

$FB {{ '2017-07-26T21:01:43+0000' | timeago}} • Infographic

$FB Facebook Earnings AlphaGraphics: Q2 2017 highlights

$TXN {{ '2017-07-26T20:44:52+0000' | timeago}} • Webcast

Talking about guidance, $TXN said it has good visibility for 50% of the revenue and the rest depends on various external factors. Normally, the chip maker takes into account the demand patterns of customers, backlog, and the order flow to provide guidance. Historically, sequential revenue growth is weaker in the first and fourth quarters.

$TXN {{ '2017-07-26T20:43:13+0000' | timeago}} • Webcast

Chipmaker Texas said, at the end of 2016, 51% of its revenue came from automotive and industrial customers. YTD, $TXN continues to see growth in both of these markets, which would result in more revenues. At 2016 end, 85% of $TXN revenue came from shipments to locations outside US; shipments to China typically represent a large portion of revenue.

$TXN {{ '2017-07-26T20:41:14+0000' | timeago}} • Webcast

$TXN continues to focus its strategy on the industrial and automotive markets. Chipmaker believes that industrial and automotive segments will be the fastest-growing semiconductor markets due to their increasing semiconductor content, which also provides diversity and longevity of products resulting in high terminal value of the portfolio.

$FB {{ '2017-07-26T20:28:21+0000' | timeago}} • Infographic

$FB had long warned investors that the revenue growth in 2017 is going to slow, yet the company posted 45% revenue growth in 2Q17 to $9.32Bil. Mobile advertising revenue represented approx. 87% of the advertising revenue during the quarter.

$AMD {{ '2017-07-26T18:33:33+0000' | timeago}} • Webcast

$AMD has re-entered the $16Bil datacenter market by launching its EPYC family of high-performance datacenter processors. The company is aggressively working towards capturing 10% of server-chip market share from $INTC, while also substantially investing in PC processors and graphics chips.

Recent Transcripts

FB (Facebook, Inc.)
Wednesday, July 26 2017 - 9:00pm
UMC (United Microelectronics Corporation)
Wednesday, July 26 2017 - 9:00am
TXN (Texas Instruments Inc.)
Tuesday, July 25 2017 - 9:00pm
CDNS (Cadence Design Systems Inc.)
Monday, July 24 2017 - 9:00pm
GOOGL (Alphabet Inc.)
Monday, July 24 2017 - 9:00pm
TSM (Taiwan Semiconductor Manufacturing Company Limited)
Thursday, July 13 2017 - 6:00am
ORCL (Oracle Corporation)
Wednesday, June 21 2017 - 9:00pm
JKS (JinkoSolar Holding Co., Ltd.)
Monday, June 5 2017 - 11:30am
CSCO (Cisco Systems, Inc.)
Wednesday, May 17 2017 - 8:30pm
NVDA (NVIDIA Corporation)
Tuesday, May 9 2017 - 9:00pm
DQ (Daqo New Energy Corp.)
Tuesday, May 9 2017 - 12:00pm
MDRX (Allscripts Healthcare Solutions, Inc.)
Thursday, May 4 2017 - 8:30pm
ACIW (ACI Worldwide, Inc.)
Thursday, May 4 2017 - 12:30pm
FB (Facebook, Inc.)
Wednesday, May 3 2017 - 9:00pm
CRUS (Cirrus Logic Inc.)
Wednesday, May 3 2017 - 9:00pm
AAPL (Apple Inc)
Tuesday, May 2 2017 - 9:00pm
ASX (Advanced Semiconductor Engineering Inc.)
Friday, April 28 2017 - 7:00am
INTC (Intel Corporation)
Thursday, April 27 2017 - 9:00pm
AMKR (Amkor Technology Inc)
Thursday, April 27 2017 - 9:00pm
GOOGL (Alphabet Inc.)
Thursday, April 27 2017 - 8:30pm

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