$NSR (NeuStar, Inc.)

$NSR {{ '2016-06-21T14:52:47+0000' | timeago}} • Announcement

$NSR said completion of the transaction is subject to a number of customary conditions. As the company evaluates the preferred transaction structure, it will assess what regulatory and other approvals may be required to complete the transaction. $NSR has retained JP Morgan as financial adviser for the proposed spin-off.

$GOOGL {{ '2017-09-21T18:17:56+0000' | timeago}} • Announcement

Putting speculations to rest, $GOOGL agreed to acquire a part of the engineering team of Taiwan-based smartphone maker HTC Corp. for $1.1Bil in cash. The search giant intends to leverage the expertise of the HTC employees, most of whom were part of its Pixel project. Google will also receive a non-exclusive license for HTC’s intellectual property.

$CSCO {{ '2017-09-21T13:47:18+0000' | timeago}} • Announcement

$CSCO unveiled Cisco Intersight, a management and automation platform for Cisco Unified Computing System and Cisco HyperFlex Systems. Cisco Intersight simplifies data center operations by delivering systems management as-a-service. It also delivers complete system lifecycle management through machine learning, analytics and automation.

$AKAM {{ '2017-09-21T12:59:34+0000' | timeago}} • Announcement

$AKAM named Aaron Ahola as its Senior Vice President, General Counsel and Corporate Secretary, effective October 1st. He will succeed Melanie Haratunian who is retiring after 14 years of service with $AKAM. As part of the transition, she will remain with the company in an advisory role reporting to Dr. Leighton.

$BAC {{ '2017-09-20T15:41:19+0000' | timeago}} • Webcast

With customers like $BAC and $T, $ORCL is confident of taking market share across the applications ecosystem. Oracle's app business grew 17% in 1Q18 with large marquee customer wins across Cloud portfolio. Oracle said its app business growth rate in the Cloud is higher than other players and sells double of what $CRM sells in absolute dollars.

$ORCL {{ '2017-09-20T15:31:22+0000' | timeago}} • Webcast

$ORCL will become the world's first fully autonomous database when it delivers its next generation of the Oracle database by the end of this calendar year. Customers moving from Amazon's Redshift to Oracle's autonomous databases can expect to cut their cost in half or more, said the company.

$ORCL {{ '2017-09-20T15:24:52+0000' | timeago}} • Webcast

$ORCL saw expanded gross margin for its SaaS business during 1Q18 as the business continues to scale and grow dramatically. The gross margin for SaaS was 67%; up from 59% last Q1. The company said it is committed to its goal of 80% SaaS gross margin, possibly as soon as sometime in FY19.

$ADBE {{ '2017-09-20T15:21:10+0000' | timeago}} • Webcast

$ADBE's sales and marketing expense grew 14% in 3Q17. The company confirmed that in 2018, the incremental spend will be mainly in sales and marketing and R&D. Adobe added that sales and marketing expense will be increased to create an awareness about the Creative Cloud business and invest on the sales capacity on the digital marketing business.

$ORCL {{ '2017-09-20T15:16:29+0000' | timeago}} • Webcast

$ORCL, in its 1Q18 conference, said the customer adoption of its cloud products and services continue to be very, very strong and on-premise business remains very resilient. But the software giant continues to lose momentum in its new software licenses and hardware businesses, which saw revenue decline 6% and 5%, respectively, during the quarter.

$ADBE {{ '2017-09-20T14:59:02+0000' | timeago}} • Webcast

$ADBE entered into a strategic partnership with $MSFT in 3Q17, which will complement both of the companies cloud offerings. Customer wins in the quarter included Adidas, HSBC, Kellogg’s, Marks & Spencer and University of Maryland.

$ADBE {{ '2017-09-20T14:11:11+0000' | timeago}} • Announcement

For 4Q17, $ADBE targets revenue of approx. $1.95Bil, GAAP EPS of approx. $0.86 and non-GAAP EPS of approx. $1.15. For FY17, Digital Media segment is expected to grow about 26% and the growth in Adobe Experience Cloud business is estimated to be approx. 24%.

$ADBE {{ '2017-09-20T14:10:33+0000' | timeago}} • Announcement

Revenue from Digital Media segment, which accounts for 69% of $ADBE's revenue, grew 28% in 3Q17, stemmed by the growth in Creative Cloud and Adobe Document Cloud businesses. Revenue from Digital Marketing, Adobe's second largest segment, rose 23%. Geographically, both Americas and EMEA grew 25%, and Asia grew 31% in the recently ended quarter.

$ADBE {{ '2017-09-20T14:06:54+0000' | timeago}} • Announcement

$ADBE posted strong results in 3Q17, benefiting from the digital transformation across the globe. Both revenue and EPS exceeded the company's outlook. Profit soared 55% to $419.6MM or $0.84 per share on revenue of $1.84Bil, which rose 26%. Earlier, Adobe had guided revenue of approx $1.815Bil and EPS of about $0.72 for 3Q17.

$MSFT {{ '2017-09-20T00:35:35+0000' | timeago}} • Announcement

$MSFT appointed $PEP's CFO Hugh Johnston to its Board of Directors, effective immediately. He will also be the member of Board's audit committee. He will be 13th Board member of Microsoft. Additionally, the current Board member Mason Morfit will not seek re-election to the Board and his term expires at the annual shareholders meeting in November.

$MSFT {{ '2017-09-20T00:34:40+0000' | timeago}} • Announcement

$MSFT increased its quarterly dividend by $0.03 or 7.6% to $0.42 per share. The dividend is payable on Dec. 14, 2017 to shareholders of record as of Nov. 16, 2017. The ex-dividend date will be Nov. 15, 2017.

$MSFT {{ '2017-09-19T22:05:23+0000' | timeago}} • Announcement

$MSFT said Microsoft Azure IP Advantage will be available in China beginning Oct. 1, 2017. This ensures that Azure customers in China can enjoy the same great IP protection benefits as customers in the rest of the world. In China, $MSFT has partnered with 21Vianet to deliver Microsoft Azure services to its customers since March 2014.

$ADBE {{ '2017-09-19T21:37:42+0000' | timeago}} • Infographic

$ADBE Adobe Systems Inc. Earnings AlphaGraphics: Q3 2017 highlights

$AMZN {{ '2017-09-19T13:57:00+0000' | timeago}} • Announcement

$AMZN unveiled the Fire HD 10 tablet, with a 10.1” widescreen 1080p Full HD display with over 2MM pixels. The new Fire HD 10 is 30% faster with 2x the RAM and an ultra-fast quad-core processor, plus 32GB internal storage and up to 10 hours of battery life. It also introduces Alexa hands-free for the first time on a Fire tablet.

$ORCL {{ '2017-09-18T19:41:06+0000' | timeago}} • Announcement

For the second quarter of fiscal 2018, $ORCL sees $0.64 to $0.68 in earnings per share and 2% to 4% revenue growth, with 39% to 42% cloud revenue growth, in constant currency.

$ORCL {{ '2017-09-18T19:39:32+0000' | timeago}} • Announcement

$ORCL's on-premise software revenue, which constitutes 65% of total company's revenue, grew a modest 2% in 2Q18. New software license revenue continued to be a drag with a 6% decline for the quarter.

$ORCL {{ '2017-09-18T19:33:03+0000' | timeago}} • Announcement

$ORCL’s cloud revenue for 2Q18 grew 51% YoY, but it still makes up only 16% of overall revenue of $9.2Bil. Cloud software-as-a-service, the largest category within cloud computing business, saw revenue growing 62%. "With SaaS revenue up 62%, our cloud applications business continues to grow more than twice as fast as Salesforce.com," said Oracle.

Recent Transcripts

ADBE (Adobe Systems Incorporated)
Tuesday, September 19 2017 - 9:00pm
ORCL (Oracle Corporation)
Thursday, September 14 2017 - 9:00pm
ULTA (ULTA Salon, Cosmetics & Fragrance, Inc.)
Thursday, August 24 2017 - 9:00pm
CSCO (Cisco Systems, Inc.)
Wednesday, August 16 2017 - 8:30pm
ORM (Owens Realty Mortgage, Inc.)
Wednesday, August 9 2017 - 5:00pm
INUV (Inuvo, Inc.)
Tuesday, August 8 2017 - 8:15pm
USM (United States Cellular Corporation)
Friday, August 4 2017 - 2:30pm
GSAT (Globalstar Inc.)
Thursday, August 3 2017 - 9:00pm
VG (Vonage Holdings Corporation)
Thursday, August 3 2017 - 12:30pm
NTN (NTN Buzztime Inc.)
Wednesday, August 2 2017 - 8:30pm
AAPL (Apple Inc)
Tuesday, August 1 2017 - 9:00pm
SPG (Simon Property Group Inc.)
Tuesday, August 1 2017 - 2:00pm
IRT (Independence Realty Trust, Inc.)
Tuesday, August 1 2017 - 1:30pm
AMZN (Amazon.com, Inc.)
Thursday, July 27 2017 - 9:30pm
VCRA (Vocera Communications, Inc.)
Thursday, July 27 2017 - 9:00pm
PSA (Public Storage)
Thursday, July 27 2017 - 5:00pm
TKC (Turkcell Iletisim Hizmetleri AS)
Thursday, July 27 2017 - 4:30pm
ORLY (O'Reilly Automotive Inc.)
Thursday, July 27 2017 - 3:00pm
WCC (WESCO International Inc.)
Thursday, July 27 2017 - 2:00pm
VZ (Verizon Communications Inc.)
Thursday, July 27 2017 - 12:30pm

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