$SCSC (ScanSource, Inc.)

$SCSC {{ '2016-08-29T21:25:02+0000' | timeago}} • Webcast

South Carolina-based company $SCSC said 4Q16 sales and EPS came in below expectations. The majority of the sales forecast miss was in the Worldwide Barcode and Security segment. The company's forecast reflected a 10% GM while the actual margin for the quarter came in at 9.4%.

$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 {{ '2017-07-27T19:38:48+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.

$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

$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 {{ '2017-07-26T18:08:11+0000' | timeago}} • Webcast

$AMD said the growing adoption of Ryzen CPUs, combined with the sixth consecutive quarter of double-digit YoY Graphics sales growth, resulted in a 51% YoY growth in Computing & Graphics revenue. While $INTC focuses on CPU and $NVDA on GPU, $AMD produces both products and that puts it in a unique position to benefit from a changing market for chips.

$INTU {{ '2017-07-20T20:50:50+0000' | timeago}} • Announcement

$INTU appointed Deborah Liu to its BoD. Liu, currently leads $FB's developer and commerce businesses and has spent the last 15 years in product management. Liu is a seed investor and advisor to many start-ups. She co-founded and is the Board Chair of Women in Product.

$IM {{ '2017-07-20T20:41:02+0000' | timeago}} • Announcement

In a bid to boost its cloud platform, $IM has appointed Richard Dufty as SVP of the company’s Global Cloud Platform Group. Tim FitzGerald joins as VP of Cloud Channel Sales, North America, Ingram Micro Cloud. Jason Bystrak, previously head of North America Cloud Channel Sales, is the new executive director, Partner Enablement, Ingram Micro Cloud.

$SNX {{ '2017-07-20T14:11:59+0000' | timeago}} • Announcement

Concentrix Corp., a subsidiary of $SNX, agreed to buy Tigerspike. Alex Burke, CEO of Tigerspike, will stay as the leader of Tigerspike and join Concentrix' senior executive staff, reporting to Chris Caldwell, President of Concentrix. It is anticipated that the transaction will close in 3Q17.

$MSM {{ '2017-07-13T12:03:45+0000' | timeago}} • Webcast

$MSM expects 4Q17 gross margins to be 43.8%, plus or minus 20 basis points and sees a typical sequential decline in margins for 4Q17. The company expects midpoint operating expenses to be about $230MM and effective tax rate of 37.3%. Operating margin is now expected to be around 12.6% at the midpoint of forecast.

$MSM {{ '2017-07-13T11:58:52+0000' | timeago}} • Webcast

$MSM's capital expenditures were $12.4MM in 3Q17 and now expects its FY17 capital expenditures to be around $55-60MM. $MSM's operating cash flow conversion ratio and that’s net cash from operating activities divided by net income was around 99% in 3Q17 and it expects to end the fiscal year at roughly the same level.

$MSM {{ '2017-07-13T11:56:07+0000' | timeago}} • Webcast

$MSM added about 5,000 net SKUs in 3Q17 and total active salable SKU count is over 1.5MM. $MSM ended the quarter at 2,309 field sales and service associates. The company expects a slight decline over the following few months. And $MSM expects this trend to continue as its sales effectiveness programs gain traction.

$MSM {{ '2017-07-13T11:54:32+0000' | timeago}} • Webcast

$MSM said the improvement in growth rates during 3Q17 was pretty much across the board, with particularly strong growth in national accounts which increased in the mid single-digit range with building momentum through the quarter. Government growth was in the low single-digit range.

$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.

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