$IM (Ingram Micro Inc.)

$IM {{ '2016-08-11T17:51:41+0000' | timeago}} • Announcement

$IM said the End Date by which the acquisition of $IM by Tianjin Tianhai Investment must be completed has been extended to Nov. 13, 2016. $IM and Tianjin Tianhai continue to expect closing of the transaction to occur in 2016 as previously announced.

$AAPL {{ '2017-07-20T12:48:23+0000' | timeago}} • Webcast

In regard with its battle against $AAPL, $QCOM has filed patent infringement complaints against the iPhone maker with both the International Trade Commission and in Federal Court in the US. The ITC investigation is expected to commence in August and the case will be tried next year.

$QCOM {{ '2017-07-20T12:28:59+0000' | timeago}} • Announcement

$QCOM'S pending $38Bil takeover of NXP Semiconductors is seen as a key strategy to expand its Internet of Things. The smartphone chipmaker expects the combined company to have an annual revenue of more than $30Bil. The transaction, that may face obstacles in the European Union, is expected to close by end of calendar 2017.

$QCOM {{ '2017-07-19T22:17:33+0000' | timeago}} • Infographic

$QCOM QUALCOMM Inc. Earnings AlphaGraphics: Q3 2017 highlights

$QCOM {{ '2017-07-19T21:27:34+0000' | timeago}} • Announcement

For 4Q17 $QCOM expects its revenue to be in the range of $5.4-6.2Bil. The company expects its diluted EPS to be about $0.55-0.65 and non-GAAP EPS to be in the range of $0.75-0.85. This guidance does not include QTL revenues related to the sale of $AAPL products by Apple’s contract manufacturers

$QCOM {{ '2017-07-19T21:23:19+0000' | timeago}} • Announcement

$QCOM's 3Q17 results were negatively impacted due to the actions taken by $AAPL's contract manufacturers, who failed to fully report and not pay royalties due on the sales of $AAPL products. Due to this the company did not provide certain metrics of its QTL business, which include total device sales and related estimated ranges of device shipment.

$QCOM {{ '2017-07-19T21:08:44+0000' | timeago}} • Announcement

$QCOM, that is facing several litigation issues, posted 40% drop in 3Q17 earnings, mainly due to the bitter legal battle with $AAPL, who did not report and pay royalties. Revenues fell 11% YoY to $5.4Bil. Net income were $0.9Bil, or $0.58 per share, down 40% from $1.4Bil, or $0.97 per share in 3Q16. Excluding items, $QCOM earned $0.83 per share.

$IBM {{ '2017-07-19T19:00:41+0000' | timeago}} • Webcast

$IBM expects improved revenue and gross margin performance in 2H17, pushed by its new IBM z systems mainframe servers launch in 2Q17. However, the company expects most of the growth to happen in 4Q17.

$IBM {{ '2017-07-18T23:42:39+0000' | timeago}} • Announcement

$IBM maintained its FY17 EPS and cash flow expectations. The company continues to expect adjusted diluted EPS of at least $13.80 and GAAP diluted EPS of at least $11.95. Free cash flow is expected to be relatively flat year-to-year.

$IBM {{ '2017-07-18T23:35:37+0000' | timeago}} • Announcement

Big Blue $IBM reported 21st consecutive quarter of revenue decline, with 2Q17 earnings declining 7%. The decline was driven by all segments reporting a decline in revenue YoY. Net income was $2.3Bil or $2.48 per share in 2Q17, down from $2.5Bil or $2.61 per share a year ago. Revenue declined 4.7% to $19.3Bil.

$IBM {{ '2017-07-18T21:07:52+0000' | timeago}} • Infographic

$IBM International Business Machines Earnings AlphaGraphic: Q2 2017 Highlights

$MSM {{ '2017-07-13T12:03:45+0000' | timeago}} • Webcast

$MSM expects 4Q17 gross margins to be 43.8%, plus or minus 20 basis points and sees a typical sequential decline in margins for 4Q17. The company expects midpoint operating expenses to be about $230MM and effective tax rate of 37.3%. Operating margin is now expected to be around 12.6% at the midpoint of forecast.

$MSM {{ '2017-07-13T11:58:52+0000' | timeago}} • Webcast

$MSM's capital expenditures were $12.4MM in 3Q17 and now expects its FY17 capital expenditures to be around $55-60MM. $MSM's operating cash flow conversion ratio and that’s net cash from operating activities divided by net income was around 99% in 3Q17 and it expects to end the fiscal year at roughly the same level.

$MSM {{ '2017-07-13T11:56:07+0000' | timeago}} • Webcast

$MSM added about 5,000 net SKUs in 3Q17 and total active salable SKU count is over 1.5MM. $MSM ended the quarter at 2,309 field sales and service associates. The company expects a slight decline over the following few months. And $MSM expects this trend to continue as its sales effectiveness programs gain traction.

$MSM {{ '2017-07-13T11:54:32+0000' | timeago}} • Webcast

$MSM said the improvement in growth rates during 3Q17 was pretty much across the board, with particularly strong growth in national accounts which increased in the mid single-digit range with building momentum through the quarter. Government growth was in the low single-digit range.

$IBM {{ '2017-07-12T13:39:37+0000' | timeago}} • Announcement

$IBM announced the first IBM Watson-based services platform fully built on the IBM Cloud that augments human intelligence to help improve service provider operations via cognitive technologies and freeing up professionals to focus on driving higher value results.

$MSM {{ '2017-07-12T11:07:12+0000' | timeago}} • Announcement

$MSM expects net sales for 4Q17 of $732-746MM, based on current market conditions. At the midpoint, average daily sales are expected to increase roughly 7% compared to last year. The company expects EPS of $0.97-1.01 for 4Q17.

$MSM {{ '2017-07-12T11:05:25+0000' | timeago}} • Announcement

$MSM's average daily sales for 3Q17 increased by 3.8%. Most of this came from customer types and products with lower gross margins and, hence, its gross profit was slightly below expectations. However, offsetting this was continued focus on expense control, resulting in operating margins 20 basis points ahead of the midpoint of guidance.

$MSM {{ '2017-07-12T11:03:36+0000' | timeago}} • Announcement

$MSM reported a decline in 3Q17 earnings due to higher costs and expenses. Net income fell to $62.84MM from $64.82MM last year, while EPS rose to $1.09 from $1.05 on lower weighted average shares. Net sales grew to $743.92MM from $727.5MM, on improving sales growth across all of customer types.

$TECD {{ '2017-07-10T17:40:40+0000' | timeago}} • Announcement

$TECD will offer a complete solution that integrates the new Microsoft 365 Business with its own Small Business Cloud Server offering, which runs on Microsoft Azure, to provide small and medium-sized businesses (SMBs) with an ideal platform for digital transformation.

$IBM {{ '2017-06-29T16:42:27+0000' | timeago}} • Announcement

$IBM announced the results of an IBM sponsored global study examining the impact of business continuity management (BCM) on the cost of a data breach. This results in a total average savings over that response time period of $394,922. The average total cost of data breach with BCM involvement was $3.35MM.

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