$NTES (NetEase, Inc.)

$NTES {{ '2016-08-18T10:16:36+0000' | timeago}} • Announcement

$NTES' BoD has approved a dividend of $0.78 per ADS for 2Q16, payable Sept. 9, 2016 to shareholders of record on Aug. 31, 2016. As of June 30, 2016, company has repurchased about 1.5MM ADS for about $205.3MM under its BoD-approved Sept. 2015 $500MM share repurchase program.

$V {{ '2017-07-21T21:44:59+0000' | timeago}} • Webcast

$V said that business in India is progressing and company is benefiting from the government's decision  to reduce cash and promote digital payments. But there is a heavy competition from the local players. The company said that it will try to win at least a fair amount of share if not more of the business in India.

$V {{ '2017-07-21T21:24:52+0000' | timeago}} • Webcast

$V said that the UK region benefited in 3Q17 as the lower value of the pound drove inbound traffic into the UK. Also, the company added that other regions in Europe like France, Spain and Nordics are performing well.

$V {{ '2017-07-21T20:41:46+0000' | timeago}} • Webcast

$V said that its global business benefited in 3Q17 from an overall healthy economy as payments volume grew in all the major regions. In US, strong consumer confidence drove the spending growth. China payments volume growth remained low driven by the dual currency. In India, $V is progressing with digital payments on the backdrop of demonitization.

$V {{ '2017-07-21T19:53:29+0000' | timeago}} • Announcement

Total payments volume for $V surged 38% to $1.9 trillion in 3Q17, while in US it spiked up 12% to $840Bil. Total processed transactions, which represent transactions processed by Visa, climbed 44% to 28.5Bil. GAAP OpEx declined 52% to $1.5Bil. Results in the prior year quarter included the special items related to the acquisition of Visa Europe.

$EBAY {{ '2017-07-21T19:08:17+0000' | timeago}} • Webcast

$EBAY's active buyer growth was stable at 4% as the company added nearly 2MM buyers to its platform in 2Q17. Two years ago, the company began repositioning its business for long-term success. Since then, it added 14MM active buyers while improving the GMV growth. It also delivered well over $4Bil of net income while returning $5Bil to shareholders.

$V {{ '2017-07-21T19:02:00+0000' | timeago}} • Announcement

$V, which competes with $MA and $AXP, lifted its financial outlook for FY17. Net revenue is expected to grow 20% on a nominal dollar basis compared to the previous growth guidance of 16-18%. GAAP EPS growth is expected to be in low double-digits on a nominal dollar basis and non-GAAP EPS is expected to grow about 20%.

$EBAY {{ '2017-07-21T18:57:51+0000' | timeago}} • Webcast

$EBAY said StubHub had a challenging 2Q17 due to the continued lapping of strong growth comps coupled with the US events landscape that was significantly weaker than anticipated. The company expects to face tough growth comps again in 3Q17.

$EBAY {{ '2017-07-21T18:47:35+0000' | timeago}} • Webcast

$EBAY recently began building on its brand marketing with the launch of a significant out-of-home campaign in the US, the company's next phase of television and social advertising. The company plans to continue to invest in its brands in 2H17, including the international rollout of the new campaign.

$V {{ '2017-07-21T18:24:19+0000' | timeago}} • Announcement

Payments network operator $V's profit soared in 3Q17, helped by the increased consumer spending in US, payments growth volume, and the purchase of Visa Europe, which was acquired by Visa in June 2016. Net income quadrupled to $2.06Bil compared to $430MM in the prior year quarter. Diluted EPS on Class A shares also rose more than 400% to $0.87.

$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.

$MSFT {{ '2017-07-21T11:53:27+0000' | timeago}} • Announcement

$MSFT's GAAP revenue grew 13% YoY to $23.3Bil and non-GAAP revenue was up 9% at $24.7Bil in 4Q17. The increase in revenue was driven by growth in Productivity and Business Processes and Intelligent Cloud segments, and a decrease in the net revenue deferrals of $1.4Bil related to Windows 10 operating system.

Recent Transcripts

MSFT (Microsoft Corporation)
Thursday, July 20 2017 - 9:30pm
EBAY (eBay Inc.)
Thursday, July 20 2017 - 9:00pm
V (Visa Inc.)
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NTES (NetEase, Inc.)
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