$BLD (TopBuild Corp.)

$BLD {{ '2016-05-11T11:39:18+0000' | timeago}} • Announcement

From a macro perspective, $BLD expects the U.S. housing recovery will continue for the next several years. Although the company expects that it will certainly be advantaged by that, $BLD plans to outperform that recovery with organic growth and strategically selective acquisitions in both the residential and commercial space.

$NVDA {{ '2017-11-09T22:33:34+0000' | timeago}} • Announcement

The battle of trio - $NVDA $AMD $INTC - over the GPU market is getting intense as Intel hired ex-head of AMD's graphics business. Intel looks to expand its high-end discrete GPU for a broad range of computing: a field Nvidia has ruled for a long time. With this battle favoring its peers, Nvidia yet again showed its strength with solid 3Q18 results.

$HPE {{ '2017-11-09T13:43:30+0000' | timeago}} • Announcement

$HPE has increased its dividend by 15% and declared a cash dividend of $0.075 per share on the company's common stock, payable on Jan. 3, 2018, to stockholders of record as of the close of business on Dec. 13, 2017.

$DXC {{ '2017-11-07T22:21:05+0000' | timeago}} • Announcement

$DXC posted adjusted earnings of $1.93 per share on revenue of $6.16Bil for 2Q18. This compares to earnings of $0.76 per share on revenue of $6.35Bil on a pro forma basis a year earlier. To note, $HPE spun off its enterprise services business in April, which then merged with Computer Sciences to create DXC Technology.

$SNAP {{ '2017-11-07T22:00:45+0000' | timeago}} • Infographic

$SNAP Snap Inc. Earnings AlphaGraphic: Q3 2017 Highlights

$AMD {{ '2017-11-06T15:17:19+0000' | timeago}} • Announcement

$AMD and $INTC teams up to develop a new chip (a combintion of AMD's semi-custom GPU and a new Intel multi-chip processor), which would steal some $NVDA's GPU market share. The new product that will power lightweight laptops is designed by Intel and integrates an Intel Core processor, Radeon graphics chip, and 2nd gen High Bandwidth Memory (HBM2).

$BABA {{ '2017-11-02T17:27:21+0000' | timeago}} • Infographic

$BABA Alibaba Group Holding Ltd Earnings AlphaGraphics: Q2 2018 highlights

$FIT {{ '2017-11-01T20:32:01+0000' | timeago}} • Infographic

$FIT Fitbit Inc. Earnings AlphaGraphic: Q3 2017 Highlights

$AMD {{ '2017-10-30T15:43:39+0000' | timeago}} • Webcast

$AMD did not give any specific numbers but said it achieved record GPU revenue in 3Q17 based on significantly improved ASPs and higher unit shipments from a year ago. Revenue from the server business also increased during the quarter as the company began ramping sales of EPYC datacenter processors to the key cloud and OEM customers.

$AMD {{ '2017-10-30T15:38:33+0000' | timeago}} • Webcast

In 3Q17, $AMD began early shipments of Ryzen mobile processors combining Zen CPU cores and Vega GPU cores. Notebooks from Acer, HP, and Lenovo are expected to be launched with Ryzen mobile-based systems. The company expects an expanded assortment of premium notebooks featuring Ryzen to launch in 1Q18.

$AMD {{ '2017-10-30T15:26:39+0000' | timeago}} • Webcast

Revenue of $1.64Bil for 3Q17 was $AMD's highest quarterly revenue since 4Q11. The company, for the quarter, saw gross margin improve significantly YoY as it achieved profitability and generated positive free cash flow.

$AMD {{ '2017-10-24T22:10:09+0000' | timeago}} • Announcement

With the strength of this year's launch of Ryzen and Epyc series processors, $AMD returned to profitability in 3Q17. The semiconductor giant posted earnings of $71MM, or $0.07 per share, on revenue of $1.64Bil. The company, however, sees its 4Q17 revenue drop approx. 15% sequentially. But that would still result in a revenue growth of 26% YoY.

$AMD {{ '2017-10-24T20:54:19+0000' | timeago}} • Infographic

$AMD Advanced Micro Devices, Inc. Earnings AlphaGraphic: Q3 2017 Highlights

$XLNX {{ '2017-10-12T22:03:29+0000' | timeago}} • Announcement

$XLNX announced that Alibaba Cloud, the cloud computing arm of $BABA, has chosen $XLNX for next generation FPGA acceleration in their public cloud. Based on Xilinx FPGAs, the new F2 instances give Alibaba Cloud customers access to acceleration for data analytics, genomics, video processing, and machine learning workloads.

$RHT {{ '2017-10-12T13:05:37+0000' | timeago}} • Announcement

$RHT to join forces with $BABA's cloud computing arm, Alibaba Cloud, to bring Red Hat’s open source solutions to Alibaba Cloud’s customers. $BABA will offer Red Hat's products to its customers and host $RHT's customers on its public cloud platform. Customers would now be able to migrate their on-premise $RHT subscriptions to $BABA's public cloud.

$IT {{ '2017-09-13T18:56:34+0000' | timeago}} • Announcement

$IT said in 2Q17, worldwide server revenue increased 2.8% YoY, while shipments grew 2.4% from 2Q16. $HPE continued to lead in the worldwide server market based on revenue. Despite a decline of 9.4%, the company posted $3.2Bil in revenue for a total share of 23% for 2Q17. Dell EMC saw 7% growth and 19.9% market share.

$HPE {{ '2017-09-11T15:26:19+0000' | timeago}} • Announcement

$HPE announced the offering of senior notes and it intends to use the net proceeds to fund the repayment of the $750MM outstanding principal amount of its 2.450% notes due 2017. The proceeds would also be used for the repayment of the $350MM outstanding principal amount of its floating rate notes due 2017, and for general corporate purposes.

$HPE {{ '2017-09-06T18:27:10+0000' | timeago}} • Webcast

In 3Q17, $HPE’s Enterprise Group operating margins were up 50BP sequentially. This was mainly driven by cost savings offsetting the pressure seen from a full quarter of stranded cost along with short-term dilution. $HPE expects margins at 4Q17-end to be closer to 11% primarily due to commodity cost pressure.

$HPE {{ '2017-09-06T18:02:49+0000' | timeago}} • Webcast

In 3Q17, $HPE’s Server revenue was flat and grew 12% excluding tier-1, compared to 3Q16. Storage revenue was up 11% driven by the Nimble acquisition, offset by continued challenging markets. Networking revenue grew 16% driven by Aruba Wireless Solutions which grew over 30%. Technology services grew revenue 2% YoY.

$HPE {{ '2017-09-06T18:02:14+0000' | timeago}} • Webcast

$HPE announced its intent to acquire Cloud Technology Partners, a cloud consulting company that helps customers move to a cloud, build new cloud-based solutions and manage their cloud environment. CTP’s consulting, design and operational advisory services for cloud environments will strengthen $HPE’s hybrid IT consulting expertise.

$HPE {{ '2017-09-05T21:36:47+0000' | timeago}} • Infographic

$HPE Hewlett Packard Enterprise Earnings AlphaGraphic: Q3 2017 Highlights

Recent Transcripts

AJX (Great Ajax Corp)
Tuesday, November 7 2017 - 10:00pm
SNAP (Snap Inc.)
Tuesday, November 7 2017 - 10:00pm
APPS (Digital Turbine, Inc.)
Tuesday, November 7 2017 - 9:30pm
BLD (TopBuild Corp.)
Tuesday, November 7 2017 - 2:00pm
BABA (Alibaba Group Holding Limited)
Thursday, November 2 2017 - 11:30am
FIT (Fitbit Inc.)
Wednesday, November 1 2017 - 9:00pm
AMD (Advanced Micro Devices, Inc.)
Tuesday, October 24 2017 - 9:00pm
HPE (Hewlett Packard Enterprise Company)
Tuesday, September 5 2017 - 9:00pm
BABA (Alibaba Group Holding Limited)
Thursday, August 17 2017 - 11:30am
SNAP (Snap Inc.)
Thursday, August 10 2017 - 9:00pm
BLD (TopBuild Corp.)
Tuesday, August 8 2017 - 1:00pm
APPS (Digital Turbine, Inc.)
Monday, August 7 2017 - 8:30pm
FIT (Fitbit Inc.)
Wednesday, August 2 2017 - 9:00pm
AJX (Great Ajax Corp)
Tuesday, August 1 2017 - 9:00pm
AMD (Advanced Micro Devices, Inc.)
Tuesday, July 25 2017 - 9:00pm
HPE (Hewlett Packard Enterprise Company)
Wednesday, May 31 2017 - 9:00pm
BABA (Alibaba Group Holding Limited)
Thursday, May 18 2017 - 11:30am
SNAP (Snap Inc.)
Wednesday, May 10 2017 - 8:30pm
BLD (TopBuild Corp.)
Tuesday, May 9 2017 - 1:00pm
FIT (Fitbit Inc.)
Wednesday, May 3 2017 - 9:00pm

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