$CAVM (Cavium, Inc.)

$CAVM {{ '2016-06-15T20:13:16+0000' | timeago}} • Announcement

$CAVM said that the transaction will be funded with a combination of $220MM balance sheet cash, $750MM of committed financing, which includes $650MM of term loan and $100MM of short-term bridge debt, and $400MM in new Cavium equity. The transaction is expected to close in 3Q16 pending customary closing conditions.

$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.

$FFIV {{ '2017-07-26T21:04:18+0000' | timeago}} • Infographic

$FFIV F5 Networks, Inc. Earnings AlphaGraphic: Q3 2017 Highlights

$FB {{ '2017-07-26T21:01:43+0000' | timeago}} • Infographic

$FB Facebook Earnings AlphaGraphics: Q2 2017 highlights

$TXN {{ '2017-07-26T20:44:52+0000' | timeago}} • Webcast

Talking about guidance, $TXN said it has good visibility for 50% of the revenue and the rest depends on various external factors. Normally, the chip maker takes into account the demand patterns of customers, backlog, and the order flow to provide guidance. Historically, sequential revenue growth is weaker in the first and fourth quarters.

$TXN {{ '2017-07-26T20:43:13+0000' | timeago}} • Webcast

Chipmaker Texas said, at the end of 2016, 51% of its revenue came from automotive and industrial customers. YTD, $TXN continues to see growth in both of these markets, which would result in more revenues. At 2016 end, 85% of $TXN revenue came from shipments to locations outside US; shipments to China typically represent a large portion of revenue.

$TXN {{ '2017-07-26T20:41:14+0000' | timeago}} • Webcast

$TXN continues to focus its strategy on the industrial and automotive markets. Chipmaker believes that industrial and automotive segments will be the fastest-growing semiconductor markets due to their increasing semiconductor content, which also provides diversity and longevity of products resulting in high terminal value of the portfolio.

$FFIV {{ '2017-07-26T20:29:12+0000' | timeago}} • Announcement

For 4Q17, $FFIV has set a revenue goal of $530-540MM with a GAAP earnings target of $1.64-1.67 per diluted share. On a non-GAAP basis, earnings are expected to be $2.20-2.23 per share.

$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.

$FFIV {{ '2017-07-26T20:25:26+0000' | timeago}} • Announcement

Networking technology company $FFIV reported revenue of $517.8MM in 3Q17, up 4.3%, driven by iSeries appliance and security solutions adoption, as well as services revenue. Net income was $97.7MM, or $1.52 per share, compared to $91.8MM, or $1.37 per share in 3Q16. On a non-GAAP basis, net income rose to $2.03 per share.

$AMD {{ '2017-07-26T18:33:33+0000' | timeago}} • Webcast

$AMD has re-entered the $16Bil datacenter market by launching its EPYC family of high-performance datacenter processors. The company is aggressively working towards capturing 10% of server-chip market share from $INTC, while also substantially investing in PC processors and graphics chips.

$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.

$AMD {{ '2017-07-26T17:27:56+0000' | timeago}} • Webcast

In 2Q17, $AMD posted the first operating profit in its Computing and Graphics business in three years, mainly due to stronger sales of its new Ryzen chips. With a significant ramp and strong sell-through of Ryzen CPUs in the first full quarter of sales, Ryzen chips are said to outperform those of $INTC in the desktop PC and gaming markets.

$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.

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

$TXN Texas Instruments Earnings AlphaGraphics: Q2 2017 highlights

$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.

Recent Transcripts

TXN (Texas Instruments Inc.)
Tuesday, July 25 2017 - 9:00pm
GOOGL (Alphabet Inc.)
Monday, July 24 2017 - 9:00pm
QCOM (QUALCOMM Incorporated)
Wednesday, July 19 2017 - 8:45pm
MRVL (Marvell Technology Group Ltd.)
Thursday, May 25 2017 - 8:45pm
CSCO (Cisco Systems, Inc.)
Wednesday, May 17 2017 - 8:30pm
EMAN (eMagin Corp.)
Thursday, May 11 2017 - 1:00pm
SMI (Semiconductor Manufacturing International Corp.)
Thursday, May 11 2017 - 12:30am
MCHP (Microchip Technology Inc.)
Tuesday, May 9 2017 - 9:00pm
NVDA (NVIDIA Corporation)
Tuesday, May 9 2017 - 9:00pm
MXL (MaxLinear, Inc.)
Tuesday, May 9 2017 - 8:30pm
NPTN (NeoPhotonics Corporation)
Friday, May 5 2017 - 12:00pm
MDRX (Allscripts Healthcare Solutions, Inc.)
Thursday, May 4 2017 - 8:30pm
ACIW (ACI Worldwide, Inc.)
Thursday, May 4 2017 - 12:30pm
FB (Facebook, Inc.)
Wednesday, May 3 2017 - 9:00pm
MX (MagnaChip Semiconductor Corporation)
Wednesday, May 3 2017 - 9:00pm
SQNS (Sequans Communications S.A.)
Tuesday, May 2 2017 - 12:00pm
SNE (Sony Corporation)
Friday, April 28 2017 - 8:15am
INTC (Intel Corporation)
Thursday, April 27 2017 - 9:00pm
AMKR (Amkor Technology Inc)
Thursday, April 27 2017 - 9:00pm
GOOGL (Alphabet Inc.)
Thursday, April 27 2017 - 8:30pm

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