$EQGP (EQT GP Holdings, LP)

$EQGP {{ '2015-10-22T15:35:46+0000' | timeago}} • Webcast

$EQT had $1.7Bil in cash on hand at quarter end. excluding the cash on hand at $EQM and $EQGP as well as full availability under $EQT's $1.5Bil credit facility. $EQT estimates 2015 operating cash flow to be $900MM, adjusted to exclude the non-controlling interest portion of $EQM and $EQGP's cash flow.

$LKSD {{ '2017-08-18T10:47:45+0000' | timeago}} • Announcement

Digital media solutions provider $LKSD said it has completed the acquisition of CREEL Printing, a privately-owned offset and digital printing company based in Las Vegas, Nevada.

$BABA {{ '2017-08-17T19:34:47+0000' | timeago}} • Webcast

Alibaba Tmall's enjoyed rapid growth in 1Q18 and gained market share in B2C market with 49% year-on-year growth, mostly due to the growth for physical goods, said $BABA as it posted the quarterly results.

$BABA {{ '2017-08-17T19:31:38+0000' | timeago}} • Webcast

"We expect to step up investments in the second half of this fiscal year to further gain B2C market share, as well as developing our new businesses," said $BABA in the earnings conference as it posted 1Q18 results.

$BABA {{ '2017-08-17T19:27:47+0000' | timeago}} • Infographic

$BABA Alibaba Group Holding Ltd Earnings AlphaGraphics: Q1 2018 highlights

$BABA {{ '2017-08-17T12:16:39+0000' | timeago}} • Announcement

Even as China targets $BABA's Taobao and other e-commerce sites in VPN crackdown, the $AMZN rival posted a 58% jump in revenue from core commerce of $6.3Bil in 1Q18. Mobile MAUs on Alibaba's China retail marketplaces reached 529MM in June.

$BABA {{ '2017-08-17T12:07:12+0000' | timeago}} • Announcement

As $BABA posted 1Q18 results, the e-commerce giant said that annual active consumers on its China retail marketplaces jumped by 12MM to a total of 466MM, from the 12-month period ended March 31, 2017.

$BABA {{ '2017-08-17T11:52:04+0000' | timeago}} • Announcement

Chinese e-retail mammoth $BABA, in its bid to close the gap on arch rival $AMZN, posted a 56% hike in revenue of $7.4Bil for 1Q18. Net income soared 96% to $2.1Bil, while diluted earnings jumped 92% to $0.83 per ADS. Non-GAAP EPS improved 65% to $1.17.

$SNAP {{ '2017-08-14T17:57:33+0000' | timeago}} • Webcast

40% of ads for $SNAP are coming from core markets US and Canada, which holds more than half of the global ad spend. In 2Q, 75% of the top 100 national advertisers spent on the platform. The camera company expanded its global ad reach capabilities by adding 10 more countries including Hong Kong, India and Israel, taking the total to 39 countries.

$FB {{ '2017-08-14T17:57:03+0000' | timeago}} • Webcast

According to eMarketer, US mobile ad market spend is expected to touch $58Bil in 2017. $FB and $GOOGL command 57% of the digital market, while $SNAP holds a paltry 1.3%. In order to increase its share, $SNAP launched Ad Manager, which helps advertisers to manage their campaigns end-to-end. 60% of ads are delivered through this platform in 2Q17.

$SNAP {{ '2017-08-14T17:56:46+0000' | timeago}} • Webcast

In 2Q17, $SNAP announced that over 25% of smartphone users in US, UK & France are using Snapchat every day. Overall, the company's daily active users created over 20 snaps per day. For first time since launch, $SNAP saw more snap views (aggregate and per user basis) from user generated and premium content.

$SNAP {{ '2017-08-14T17:56:14+0000' | timeago}} • Webcast

$SNAP has been prioritizing product development for iOS platform till date as most of its users are using $AAPL phones. In order to bolster users who are using Android (mostly Rest of World), it has started working on the improvements to bring it on parity with iOS. Users can see improvements in second quarter of 2018.

$SNAP {{ '2017-08-10T22:20:22+0000' | timeago}} • Announcement

$SNAP's 2Q results misses Street expectations. The camera company generates most of its revenues by selling advertising products (Snap Ads, Sponsored Lenses and Geofilters). Snap generated $181.7MM in revenues while net loss increased to $443MM. Daily active users increased 21% to 173MM, while ARPU bounced back to $1.05.

$SNAP {{ '2017-08-10T21:02:53+0000' | timeago}} • Announcement

Ephemeral messaging app $SNAP fails to snap back. Second quarter results clearly show that the camera company is facing tough competition from $FB's Instagram, which launched Stories (similar to SNAP) in August last year. Instagram reported its daily user base touched a whopping 250MM in June 2017 vs. 173MM reported by $SNAP.

$SNAP {{ '2017-08-10T20:24:42+0000' | timeago}} • Infographic

$SNAP Snap, Inc. Earnings AlphaGraphic: Q2 2017 Highlights

$CDK {{ '2017-08-09T11:59:52+0000' | timeago}} • Announcement

$CDK has declared a regular quarterly cash dividend of $0.14 per share, payable on Sept 29, 2017 to shareholders as of Sept 11, 2017.

$BABA {{ '2017-08-07T12:42:38+0000' | timeago}} • Announcement

Chinese heavyweight $BABA and international hospitality giant $MAR established a joint venture to manage Marriott's storefront on Fliggy, Alibaba's travel service platform. The JV hopes to serve Chinese customers abroad.

$FIT {{ '2017-08-03T17:44:28+0000' | timeago}} • Webcast

While IDC expects the wearables market growth to be doubled by 2021, $FIT pledged that its upcoming unnamed smartwatch will focus on Fitbit’s core DNA - health and fitness. The smartwatch, which is expected to launch this fall, will also have other vital features like GPS tracking, water resistance and easy-to-use software kit.

$FIT {{ '2017-08-03T15:09:34+0000' | timeago}} • Webcast

$FIT stated that “growth comparisons will not be truly aligned until 1Q18”, because of two new product launches in 1H16 and higher inventories in 2H16. In previous earnings call, the fitness company stated that it is undergoing transition by entering new areas such as Smartwatch market (valued over $10Bil now) and providing premium software and services to customers.

$FIT {{ '2017-08-02T21:16:26+0000' | timeago}} • Announcement

$FIT, which is in the process of overhauling its business, generated revenue of $353.3MM in the second quarter of 2017, down 40% from a year ago.  GAAP operating expenses declined 10% to $213MM. Fitbit's revenue from US nosedived 55% to $199MM.

$FIT {{ '2017-08-02T20:58:09+0000' | timeago}} • Infographic

$FIT Fitbit Earnings AlphaGraphic: Q2 2017 highlights

Recent Transcripts

BABA (Alibaba Group Holding Limited)
Thursday, August 17 2017 - 11:30am
SNAP (Snap Inc.)
Thursday, August 10 2017 - 9:00pm
FCPT (Four Corners Property Trust, Inc.)
Thursday, August 3 2017 - 3:00pm
LKSD (LSC Communications)
Thursday, August 3 2017 - 2:00pm
FIT (Fitbit Inc.)
Wednesday, August 2 2017 - 9:00pm
CDK (CDK Global, Inc.)
Tuesday, August 1 2017 - 12:30pm
EQGP (EQT GP Holdings, LP)
Thursday, July 27 2017 - 3:30pm
KEYS (Keysight Technologies, Inc.)
Tuesday, June 6 2017 - 9:00pm
BABA (Alibaba Group Holding Limited)
Thursday, May 18 2017 - 11:30am
SNAP (Snap Inc.)
Wednesday, May 10 2017 - 8:30pm
FCPT (Four Corners Property Trust, Inc.)
Thursday, May 4 2017 - 3:00pm
LKSD (LSC Communications)
Thursday, May 4 2017 - 2:00pm
FIT (Fitbit Inc.)
Wednesday, May 3 2017 - 9:00pm
CDK (CDK Global, Inc.)
Tuesday, May 2 2017 - 12:30pm
FCPT (Four Corners Property Trust, Inc.)
Thursday, February 23 2017 - 3:00pm
LKSD (LSC Communications)
Thursday, February 23 2017 - 3:00pm
FIT (Fitbit Inc.)
Wednesday, February 22 2017 - 10:00pm
KEYS (Keysight Technologies, Inc.)
Thursday, February 16 2017 - 9:30pm
CDK (CDK Global, Inc.)
Thursday, February 2 2017 - 1:30pm
BABA (Alibaba Group Holding Limited)
Tuesday, January 24 2017 - 12:30pm

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