$HLIT (Harmonic Inc.)

$HLIT {{ '2015-12-09T13:28:23+0000' | timeago}} • Announcement

The sale of $HLIT's 4% convertible senior notes is expected to settle on December 14, 2015, subject to customary conditions and is expected to yield about $120.8MM in net proceeds to $HLIT. The net proceeds will be used to pay off costs associated with the Thomson Video Networks SAS acquisition and for share repurchases.

$TXN {{ '2017-07-25T22:24:59+0000' | timeago}} • Announcement

Effective manufacturing strategy & shifting of analog production to 300mm wafer has helped $TXN increase its 2Q17 gross margin to 64.3% vs. 61.2% in 2Q16. Looking ahead, chipmaker expects 3Q17 revenues of $3.74 to 4.06 billion, and EPS between $1.04 and $1.18, which includes an estimated $20MM discrete tax benefit.

$TXN {{ '2017-07-25T22:07:31+0000' | timeago}} • Announcement

$TXN, which supplies chips to $AAPL (iPhone) for charging controller and power management reported strong segment results. Analog revenues increased 18% due to increased production of 300mm wafers, which is 40% cheaper vs 200mm wafers. Embedded Processing revenue grew 15% due to increased revenues from microcontrollers and processors product lines.

$TXN {{ '2017-07-25T21:47:25+0000' | timeago}} • Announcement

Dallas based chipmaker $TXN, which sells products to about 100,000 customers, reported impressive 2Q17 results, beating Street estimates. Revenue increased 13% backed by continued strong demand for its chips from automotive and industrial customers. The company reported Q2 EPS of $1.03 vs. Street consensus of $0.96.

$AKAM {{ '2017-07-25T20:52:11+0000' | timeago}} • Infographic

$AKAM Akamai Technologies, Inc. Earnings AlphaGraphics: Q2 2017 highlights

$TXN {{ '2017-07-25T20:40:29+0000' | timeago}} • Infographic

$TXN Texas Instruments Earnings AlphaGraphics: Q2 2017 highlights

$AKAM {{ '2017-07-25T20:35:27+0000' | timeago}} • Announcement

In 2Q17, $AKAM's U.S. revenue was $403MM, up 2% year-over-year. International revenue was $206MM, up 16%. Cash from operations was $225MM while cash, cash equivalents and marketable securities as of June 30, 2017 was $1.4Bil.

$AKAM {{ '2017-07-25T20:33:02+0000' | timeago}} • Announcement

$AKAM posted a 6% hike in revenue of $609MM for 2Q17, but costs and expenses pushed net income down by 22% to $58MM or $0.33 per diluted share. Non-GAAP EPS was down 3% to $0.62 per diluted share, while GAAP income from operations fell 21% to $87MM.

$GOOGL {{ '2017-07-24T23:30:52+0000' | timeago}} • Webcast

$GOOGL is in the process of testing and developing Google Maps to enhance the customer experience. The company intends to roll out Store Sales Measurement in the coming months to enable advertisers to measure revenue, in addition to store visits. Going ahead, Google sees strong growth for YouTube across all platforms, including television.

$GOOGL {{ '2017-07-24T22:35:02+0000' | timeago}} • Webcast

For 3Q17, $GOOGL expects headcount additions to be seasonally high. Going ahead, significant contributions are expected from the growing non-ads revenue businesses, especially Google Play. Google continues to shift its focus to AI-driven computing, with efforts to make the technology available to people across the world.

$GOOGL {{ '2017-07-24T22:12:43+0000' | timeago}} • Webcast

$GOOGL said the 20% growth in search revenue in 2Q17 was driven mainly by mobile search and YouTube. The $2.8Bil capital expenditure reflected investments in production equipment facilities and development of data centers. The internet search leader raised its stock–based compensation by 40% annually to $1.9Bil in the second quarter.

$GOOGL {{ '2017-07-24T21:13:12+0000' | timeago}} • Announcement

$GOOGL said revenues of the Google segment grew 21% annually to $25.76Bil in 2Q17. Revenues of Other Bets division climbed 34% to $248MM. Revenues from US operations advanced 23%, and those from Europe, Middle East and Africa moved up 14%. APAC revenues grew 28%, while other Americas revenues dropped 8%.

$GOOGL {{ '2017-07-24T21:00:24+0000' | timeago}} • Announcement

Earnings of search service behemoth $GOOGL fell sharply in 2Q17, hurt by penalty imposed by the EU in an antitrust lawsuit. EPS dropped to $5.01 from $7 last year, despite a 21% rise in revenues. There was a 52% annual growth in aggregate paid clicks, while aggregate cost-per-click dropped 23%. Alphabet’s Other Bets division remained in loss.

$GOOG {{ '2017-07-24T20:58:25+0000' | timeago}} • Infographic

$GOOG $GOOGL Alphabet Earnings AlphaGraphics: Q2 2017 highlights

$CSCO {{ '2017-07-24T13:25:09+0000' | timeago}} • Announcement

$CSCO is partnering with the TIM Group to renew TIM's Optical Packet Metro (OPM) network. TIM's new OPM network will integrate $CSCO’s ASR 9000 technology, which will help TIM to effectively digitize its fixed and mobile line services. The investment is part of TIM's 3-year plan for 2017-2019, and involves an investment of about EUR5Bil.

$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 {{ '2017-07-20T22:39:57+0000' | timeago}} • Announcement

$MSFT, the 3rd largest market cap firm in US after $AAPL and $GOOGL, reported a profit that doubled in the tech giant's final quarter of 2017. The strong performance was boosted by growth in Cloud and Office businesses. GAAP net income surged 109% to $6.5Bil. GAAP EPS spiked up 112% to $0.83, aided by tax benefits. Non-GAAP EPS grew 42% to $0.98.

$TXN {{ '2017-07-20T12:54:24+0000' | timeago}} • Announcement

Semiconductor major $TXN, which derives about 85% of revenue from shipments to locations outside US, announced today that Brian Crutcher has joined its Board. Crutcher has been with the chipmaker for more than 20 decades. Texas' CEO commented, "He knows TI well and brings strong financial acumen and business judgment to the board."

$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.

$TXN {{ '2017-07-20T11:15:46+0000' | timeago}} • Announcement

The BoD of $TXN has declared a quarterly cash dividend of $0.50 per share of common stock. The dividend is payable on Aug. 14, 2017, to stockholders of record on July 31, 2017.

$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

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