$EFII (Electronics for Imaging, Inc.)

$EFII {{ '2016-06-17T10:18:43+0000' | timeago}} • Announcement

Technology company $EFII said it has acquired privately-held Optitex for about $52.8MM, including a $20MM upfront cash payment and annual cash earnout payments over 3 one-year periods of up to an additional $32.8MM in total. Optitex will be integrated into $EFII's Productivity Software business unit.

$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

$TTEC {{ '2017-07-24T19:37:34+0000' | timeago}} • Announcement

$TTEC has roped in Jeff Marcoux as its VP of Product Marketing. He will be responsible for strategic evolution of customer experience solutions and service design innovation. Marcoux joins $TTEC from $MSFT, where he was into finding marketing solutions and developing SaaS solutions as the Senior Executive interface to Microsoft clients' CMOs.

$AMAT {{ '2017-07-24T15:52:06+0000' | timeago}} • Announcement

$AMAT, a provider of materials engineering solutions, has appointed Dan Durn as SVP, effective August 7, 2017. Durn, a semiconductor industry veteran, will assume the role of CFO also, effective August 24. Most recently, Durn served NXP Semiconductors as CFO. Earlier, he held leadership positions in Freescale Semiconductor and Globalfoundries.

$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 {{ '2017-07-21T15:21:13+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

GOOGL (Alphabet Inc.)
Monday, July 24 2017 - 9:00pm
MSFT (Microsoft Corporation)
Thursday, July 20 2017 - 9:30pm
SAP (SAP SE)
Thursday, July 20 2017 - 12:00pm
QCOM (QUALCOMM Incorporated)
Wednesday, July 19 2017 - 8:45pm
TMUS (T-Mobile US, Inc.)
Wednesday, July 19 2017 - 8:30pm
ORCL (Oracle Corporation)
Wednesday, June 21 2017 - 9:00pm
HPQ.WI (HP Inc.)
Wednesday, May 24 2017 - 9:00pm
AMAT (Applied Materials Inc)
Thursday, May 18 2017 - 8:30pm
CSCO (Cisco Systems, Inc.)
Wednesday, May 17 2017 - 8:30pm
SSYS (Stratasys Ltd.)
Tuesday, May 16 2017 - 12:30pm
SSNI (Silver Spring Networks, Inc.)
Tuesday, May 9 2017 - 9:00pm
INAP (Internap Corporation)
Tuesday, May 9 2017 - 12:30pm
DGII (Digi International Inc.)
Thursday, May 4 2017 - 9:00pm
ANET (Arista Networks, Inc.)
Thursday, May 4 2017 - 8:30pm
CRUS (Cirrus Logic Inc.)
Wednesday, May 3 2017 - 9:00pm
FB (Facebook, Inc.)
Wednesday, May 3 2017 - 9:00pm
EXTR (Extreme Networks Inc.)
Wednesday, May 3 2017 - 8:30pm
AAPL (Apple Inc)
Tuesday, May 2 2017 - 9:00pm
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Monday, May 1 2017 - 8:30pm
MSFT (Microsoft Corporation)
Thursday, April 27 2017 - 9:30pm

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