$MSTR (MicroStrategy Inc.)

$MSTR {{ '2016-03-15T13:54:45+0000' | timeago}} • Announcement

Provider of enterprise software platforms $MSTR said that it unveiled the MicroStrategy 10.3, the latest release of its enterprise analytics platform MicroStrategy 10 Secure Enterprise. This product has enhanced visualization capabilities and a collection of ease-of-use enhancements designed to advance business user adoption within the enterprise.

$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.

$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.

$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

$CVLT {{ '2017-07-25T14:48:59+0000' | timeago}} • Announcement

$CVLT began its FY18 with continued worldwide growth with customers and managed service providers in 1Q. The growth was fueled by the increasing need to protect and use data to drive the digital transformation. Data recovery and protection from rising global ransomware attacks around the world also contributed to the growth.

$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.

$IBM {{ '2017-07-21T17:53:42+0000' | timeago}} • Announcement

$IBM and University of Alberta published new data in Nature's partner journal Schizophrenia, exhibiting that machine learning algorithms helped predict schizophrenia with 74% accuracy. The technology predicted the severity of some symptoms in schizophrenia patients with significant correlation.

$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.

Recent Transcripts

TXN (Texas Instruments Inc.)
Tuesday, July 25 2017 - 9:00pm
CVLT (CommVault Systems, Inc.)
Tuesday, July 25 2017 - 12:30pm
MSFT (Microsoft Corporation)
Thursday, July 20 2017 - 9:30pm
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Wednesday, July 19 2017 - 9:30pm
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IDN (Intellicheck Mobilisa, Inc.)
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HCKT (The Hackett Group, Inc.)
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EA (Electronic Arts Inc.)
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Monday, May 8 2017 - 9:00pm
MDRX (Allscripts Healthcare Solutions, Inc.)
Thursday, May 4 2017 - 8:30pm
ACIW (ACI Worldwide, Inc.)
Thursday, May 4 2017 - 12:30pm
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