$SCSC (ScanSource, Inc.)

$SCSC {{ '2016-08-29T22:29:52+0000' | timeago}} • Webcast

Chris McGinnis of Sidoti & Company asks about the KBZ acquisition. $SCSC said one of the challenges it is facing is around one vendor who has a different quarterly year than the company. This affects $SCSC's ability to be accurate in its forecast. $SCSC does not believe this reflects the strength of the business but only the timing of revenues.

$IBM {{ '2018-01-19T19:36:21+0000' | timeago}} • Webcast

$IBM said it expects to deliver operating EPS of about $13.80 for 2018. The company also expects free cash flow of about $12Bil, resulting in free cash flow realization of over 100%. Additionally, for 2018, revenue growth is expected at current spot rates.

$IBM {{ '2018-01-19T11:44:24+0000' | timeago}} • Announcement

For FY17, $IBM generated free cash flow of $13Bil, excluding Global Financing receivables. The company also returned $9.8Bil to shareholders through $5.5Bil in dividends and $4.3Bil of gross share repurchases. $IBM ended 4Q17 with $12.6Bil in cash, while debt totaled $46.8Bil, including Global Financing debt of $31.4Bil.

$IBM {{ '2018-01-19T11:40:04+0000' | timeago}} • Announcement

Big Blue $IBM reported its first ever revenue growth in five years, with 4Q17 revenue growth of 3.5% YoY to $22.5Bil, driven by cloud computing business and artificial intelligence investments. However, $IBM reported a net loss of $1.05Bil or $1.14 per share, impacted by a one-time charge of $5.5Bil associated with the enactment of U.S. tax reform.

$IBM {{ '2018-01-18T22:23:11+0000' | timeago}} • Infographic

$IBM International Business Machines Earnings AlphaGraphic: Q4 2017 Highlights

$AAPL {{ '2018-01-18T12:47:28+0000' | timeago}} • Announcement

Spurred by the Republican tax reform, $AAPL said it would increase its direct contribution to the US economy to over $350Bil over the next five years. The tech giant expects to invest over $30Bil in capital expenditures in the US during this period and create over 20,000 jobs through hiring at existing campuses and opening a new one.

$FAST {{ '2018-01-17T19:34:14+0000' | timeago}} • Announcement

Industrial supplies company $FAST said its net sales grew 9% YoY to $323MM in December 2017. Daily average sales advanced 15% annually to $16.2MM, with sales in the US and the whole of North America growing 13% and 15% respectively. The company had 20,565 employees at the end of the month, up 5% compared to last year.

$FAST {{ '2018-01-17T17:32:36+0000' | timeago}} • Webcast

$FAST said its fastener division registered lower margin due to higher expenses in 4Q17, when profitability was impacted by the tax legislation. The company is aggressively investing in its onsite and e-commerce initiatives, and expects  inventory position to improve further in 2018. Fastenal targets to sign 21000-23000 vending devices this year.

$FAST {{ '2018-01-17T14:52:23+0000' | timeago}} • Infographic

$FAST Fastenal Company Earnings AlphaGraphic: Q4 2017 Highlights

$FAST {{ '2018-01-17T12:56:36+0000' | timeago}} • Announcement

$FAST, a distributor of industrial supplies, said its 4Q17 profit rose sharply, helped by higher sales and benefits of the tax reform. Earnings advanced 32% YoY to $152MM or $0.53 per share. Sales grew 15% to $1.1Bil as strong demand resulted in an increase in new product signings. Daily sales of fastener products registered a double-digit growth.

$INFY {{ '2018-01-12T13:24:20+0000' | timeago}} • Announcement

$INFY retained its FY18 revenue guidance in constant currency in the range of 5.5% to 6.5%. The guidance for operating margin for this period was also unchanged at 23-25%.

$INFY {{ '2018-01-12T13:14:30+0000' | timeago}} • Announcement

Asia's second largest software services company $INFY reported a spike in 3Q18 net earnings to $796MM from $547MM a year ago, driven by a tax reversal gain of $225MM. On a per share basis, net income jumped 46% to $0.35. Meanwhile, the Bengaluru, India-based company's revenue for the quarter rose 8% to $2.76Bil.

$IBM {{ '2018-01-12T12:40:09+0000' | timeago}} • Announcement

$IBM appointed James Kavanaugh as SVP and CFO effective Jan. 11, 2018 to replace Martin Schroeter. Schroeter will take a new role as SVP, Global Markets, effective Jan. 11, 2018. Kavanaugh is currently SVP, Finance and Operations, and served as $IBM's VP and Controller from 2008 to 2015.

$SNX {{ '2018-01-10T13:05:40+0000' | timeago}} • Announcement

Business process services company $SNX said its COO Dennis Polk will take up the positions of President and CEO, to succeed Kevin Murai who will be retiring soon. Polk, who joined the company in 2002 as SVP of Corporate Finance, was promoted to the post of COO in 2006. Dwight Steffensen was appointed as Lead Independent Director.

$MSM {{ '2018-01-10T12:40:41+0000' | timeago}} • Announcement

$MSM said its sales target for 2Q18 is between $761MM and $775MM, with average daily sales estimated to grow 9.1% annually. The company expects earnings per share in the range of $1.93 to $2.03 for the second quarter. Adjusted earnings, excluding special items, are forecasted between $1.00 per share and $1.04 per share.

$MSM {{ '2018-01-10T12:34:18+0000' | timeago}} • Announcement

$MSM, a distributor of metalworking and maintenance operations, reported a marked rise in 1Q18 profit on higher sales, helped by productivity growth and inputs from acquisitions. First quarter profit was $60MM or $1.05 per share, up from $54MM or $0.96 per share reported in the same period last year. Total sales moved up 12% to $769MM.

$SNX {{ '2018-01-09T21:52:23+0000' | timeago}} • Announcement

$SNX announced that its BoD declared a quarterly cash dividend of $0.35 per common share, payable on January 31, 2018 to stockholders of record as of January 19, 2018.

$SNX {{ '2018-01-09T21:50:27+0000' | timeago}} • Announcement

For 1Q18, $SNX expects revenue to be $4.35-4.55Bil. Net income is expected to be $64-67.8MM and on an adjusted basis, net income is expected to be $83.2-87MM. Diluted EPS is expected to be $1.58-1.68 and on an adjusted basis, diluted EPS is expected to be $2.06-2.15.

$SNX {{ '2018-01-09T21:42:12+0000' | timeago}} • Announcement

$SNX reported a 6.7% increase in 4Q17 earnings. Net income was $91.1MM or $2.26 per share compared to $85.3MM or $2.13 per share in 4Q16. Adjusted net income was $112.4MM or $2.79 per share in 4Q17. Revenue increased 36.7% to $5.31Bil compared to last year.

$AVT {{ '2018-01-09T18:55:44+0000' | timeago}} • Announcement

$AVT announced the availability of the AT&T IoT Starter Kit (2nd Generation), a new System-on-Module IoT solution that provides a complete development environment for both prototyping and production of sensor-to-cloud applications and services. This kit is fully compliant with FCC, PTCRB, and AT&T network certifications for operations in the US.

$MDRX {{ '2018-01-08T14:39:05+0000' | timeago}} • Announcement

$MDRX announced a definitive agreement to acquire Practice Fusion, for $100MM in cash, subject to adjustment for working capital and net debt. This transaction is targeted to close in Q1 of calendar 2018. Allscripts intends to fund the purchase price through its existing secured credit facilities and cash balances.

Recent Transcripts

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