$CAVM (Cavium, Inc.)

$CAVM {{ '2016-06-15T20:13:23+0000' | timeago}} • Announcement

$CAVM said that JP Morgan acted as exclusive financial adviser and provided a financing commitment to Cavium, and Skadden, Arps, Slate, Meagher & Flom LLP acted as its legal counsel. Qatalyst Partners acted as exclusive financial adviser to QLogic and O'Melveny & Myers LLP acted as QLogic's legal counsel.

$QCOM {{ '2017-07-20T13:05:52+0000' | timeago}} • Webcast

Through 3Q17, $QCOM returned approx. $3.4Bil to stockholders, including $2.4Bil in dividends paid and $1Bil in share repurchases.

$QCOM {{ '2017-07-20T12:58:00+0000' | timeago}} • Webcast

During 3Q17, $QCOM entered into a collaboration with Packet,  a metal cloud provider, to deliver consumable cloud platform based on the its Centriq 2400 processor to be accessed by the software development community.

$AAPL {{ '2017-07-20T12:48:23+0000' | timeago}} • Webcast

In regard with its battle against $AAPL, $QCOM has filed patent infringement complaints against the iPhone maker with both the International Trade Commission and in Federal Court in the US. The ITC investigation is expected to commence in August and the case will be tried next year.

$QCOM {{ '2017-07-20T12:28:59+0000' | timeago}} • Announcement

$QCOM'S pending $38Bil takeover of NXP Semiconductors is seen as a key strategy to expand its Internet of Things. The smartphone chipmaker expects the combined company to have an annual revenue of more than $30Bil. The transaction, that may face obstacles in the European Union, is expected to close by end of calendar 2017.

$QCOM {{ '2017-07-19T22:17:33+0000' | timeago}} • Infographic

$QCOM QUALCOMM Inc. Earnings AlphaGraphics: Q3 2017 highlights

$QCOM {{ '2017-07-19T21:27:34+0000' | timeago}} • Announcement

For 4Q17 $QCOM expects its revenue to be in the range of $5.4-6.2Bil. The company expects its diluted EPS to be about $0.55-0.65 and non-GAAP EPS to be in the range of $0.75-0.85. This guidance does not include QTL revenues related to the sale of $AAPL products by Apple’s contract manufacturers

$QCOM {{ '2017-07-19T21:23:19+0000' | timeago}} • Announcement

$QCOM's 3Q17 results were negatively impacted due to the actions taken by $AAPL's contract manufacturers, who failed to fully report and not pay royalties due on the sales of $AAPL products. Due to this the company did not provide certain metrics of its QTL business, which include total device sales and related estimated ranges of device shipment.

$QCOM {{ '2017-07-19T21:08:44+0000' | timeago}} • Announcement

$QCOM, that is facing several litigation issues, posted 40% drop in 3Q17 earnings, mainly due to the bitter legal battle with $AAPL, who did not report and pay royalties. Revenues fell 11% YoY to $5.4Bil. Net income were $0.9Bil, or $0.58 per share, down 40% from $1.4Bil, or $0.97 per share in 3Q16. Excluding items, $QCOM earned $0.83 per share.

$NVDA {{ '2017-07-12T16:26:59+0000' | timeago}} • Announcement

Expanding its portfolio of startup investments, $NVDA has added 8 companies over the past year. Lately, $NVDA has invested in Deep Instinct, an Israeli-based startup that uses deep learning to thwart cyberattacks. Deep Instinct uses a GPU-based neural network and CUDA to achieve 99% detection rates vs. 80% from conventional cyber security software.

$CSCO {{ '2017-07-11T17:20:40+0000' | timeago}} • Announcement

$CSCO announced a new generation of servers and software that extend its unified approach to computing. The Cisco Unified Computing System (Cisco UCS) M5 lineup delivers new systems and software that extend the power and simplicity of unified computing for data-intensive workloads, applications at the edge and distributed application architectures.

$NVDA {{ '2017-07-05T15:24:42+0000' | timeago}} • Announcement

Chipmaker $NVDA and Chinese search-engine giant $BIDU teaming up to bring AI-based offerings across cloud computing, self-driving vehicles and AI home assistants.

$AMD {{ '2017-07-03T13:03:04+0000' | timeago}} • Announcement

Chip maker $AMD has appointed Abhi Y Talwalkar to its board of directors. A semiconductor veteran, Talwalkar was president and CEO of LSI Corp from May 2005 to May 2014. Earlier, he held various senior management roles at $INTC for over 12 years.

$BBRY {{ '2017-06-23T12:01:53+0000' | timeago}} • Announcement

$BBRY, which reported non-GAAP profitability for the third consecutive quarter in 1Q18, said that it secured key design wins in high growth segments of automotive technology. $BBRY, once a market leader in smartphone companies, added that its ecosystem is growing with $QCOM and $NVDA adopting BlackBerry technology for their automotive platforms.

$ADBE {{ '2017-06-20T21:48:17+0000' | timeago}} • Webcast

$ADBE expects its revenue and EPS to grow sequentially from 3Q17 to 4Q17. Major customer wins in 2Q17 included $BBY, $CSCO, $MS and $VZ. In Experience Cloud business, mobile data transactions grew to 57% of total Adobe Analytics transactions in the recently ended quarter.

$NVDA {{ '2017-06-16T10:58:00+0000' | timeago}} • Announcement

$NVDA announced that it is slated to receive $258MM from U.S. Department of Energy's Exascale Computing Project to accelerate the development of next-generation supercomputers. $NVDA is among the six technology companies to receive funding from the U.S. Department of Energy.

$SOL {{ '2017-06-15T12:27:15+0000' | timeago}} • Announcement

$SOL expects 2Q17 revenue in the range of $180-200MM, external wafer shipments in the range of 220MW to 240MW and external module shipments in the range of 230MW to 250MW. For full year 2017, the company predicts revenue of $900-1,000MM.

$SOL {{ '2017-06-15T12:27:03+0000' | timeago}} • Announcement

$SOL's revenue for 1Q17 fell by 39.9% from last year, primarily due to lower module ASP's and reduced product shipments to external customers. Gross margin fell to 1.1% from 2.1% in 4Q16, due to lower module ASP's as well as annual maintenance of its polysilicon plant.

$SOL {{ '2017-06-15T12:26:50+0000' | timeago}} • Announcement

Solar project developer $SOL slipped to a loss in 1Q17 from a profit last year, as challenging market conditions of its solar power product business hurt revenue. Net loss was $23.24MM or $1.16 per American Depository Share, compared to a profit of $5.73MM or $0.28 per ADS last year. Revenue fell to $156.61MM from $260.7MM.

$YGE {{ '2017-06-15T11:02:15+0000' | timeago}} • Announcement

Based on current market conditions, the company's current operating conditions, estimated production capacity and forecasted customer demand, $YGE expects its PV module shipments to be in the expected range of 950 MW to 1,050MW for 2Q17.

$YGE {{ '2017-06-15T11:01:59+0000' | timeago}} • Announcement

$YGE's gross margin for 1Q17 dropped to 5% from 20% last year. This was mainly due to fall of average selling price of PV modules as result of decline of average selling price for PV module worldwide as well as decline of shipments to Japan and U.S. Markets where selling price of PV modules were generally higher than other markets.

Recent Transcripts

QCOM (QUALCOMM Incorporated)
Wednesday, July 19 2017 - 8:45pm
TSM (Taiwan Semiconductor Manufacturing Company Limited)
Thursday, July 13 2017 - 6:00am
SOL (ReneSola Ltd.)
Thursday, June 15 2017 - 12:30pm
YGE (Yingli Green Energy Holding Co. Ltd.)
Thursday, June 15 2017 - 12:00pm
MRVL (Marvell Technology Group Ltd.)
Thursday, May 25 2017 - 8:45pm
CSCO (Cisco Systems, Inc.)
Wednesday, May 17 2017 - 8:30pm
WYY (WidePoint Corp.)
Monday, May 15 2017 - 8:30pm
EMAN (eMagin Corp.)
Thursday, May 11 2017 - 1:00pm
SMI (Semiconductor Manufacturing International Corp.)
Thursday, May 11 2017 - 12:30am
NVDA (NVIDIA Corporation)
Tuesday, May 9 2017 - 9:00pm
MCHP (Microchip Technology Inc.)
Tuesday, May 9 2017 - 9:00pm
MXL (MaxLinear, Inc.)
Tuesday, May 9 2017 - 8:30pm
NPTN (NeoPhotonics Corporation)
Friday, May 5 2017 - 12:00pm
ZEN (Zendesk, Inc.)
Thursday, May 4 2017 - 9:00pm
GRPN (Groupon, Inc.)
Wednesday, May 3 2017 - 2:00pm
SQNS (Sequans Communications S.A.)
Tuesday, May 2 2017 - 12:00pm
SNE (Sony Corporation)
Friday, April 28 2017 - 8:15am
INTC (Intel Corporation)
Thursday, April 27 2017 - 9:00pm
DSPG (DSP Group Inc.)
Thursday, April 27 2017 - 12:30pm
STM (STMicroelectronics NV)
Thursday, April 27 2017 - 7:30am

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