$PLUS (ePlus inc.)

$PLUS {{ '2016-08-19T14:34:02+0000' | timeago}} • Announcement

$PLUS said its BoD has authorized the company to repurchase up to 500,000 shares of $PLUS outstanding common stock over a 12-month period commencing Aug. 19, 2016. The company's former repurchase plan expired Aug. 16, 2016. $PLUS had about 7.1MM shares of common stock outstanding as of July 29, 2016.

$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.

$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.

$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.

$AMZN {{ '2017-07-26T14:40:47+0000' | timeago}} • Announcement

$AMZN will hold Amazon Jobs Day events at its fulfillment centers in the following locations, Baltimore, Maryland; Chattanooga, Tennessee; Etna, Ohio; Fall River, Massachusetts; Hebron, Kentucky; Kenosha, Wisconsin; Kent, Washington; Robbinsville, New Jersey; Romeoville, Illinois and Whitestown, Indiana on August 2, 2017.

$AMZN {{ '2017-07-26T14:40:31+0000' | timeago}} • Announcement

$AMZN said it has more than 50,000 roles available to fill across its US fulfillment network. The company is opening up 10 of its fulfillment centers on August 2 for its first Jobs Day with tours and information sessions. $AMZN plans to make thousands of on-the-spot job offers to qualified candidates who apply on-site as part of Amazon Jobs Day.

$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.

$AKAM {{ '2017-07-25T20:52:11+0000' | timeago}} • Infographic

$AKAM Akamai Technologies, Inc. Earnings AlphaGraphics: Q2 2017 highlights

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

$TXN Texas Instruments Earnings AlphaGraphics: Q2 2017 highlights

$AKAM {{ '2017-07-25T20:35:27+0000' | timeago}} • Announcement

In 2Q17, $AKAM's U.S. revenue was $403MM, up 2% year-over-year. International revenue was $206MM, up 16%. Cash from operations was $225MM while cash, cash equivalents and marketable securities as of June 30, 2017 was $1.4Bil.

$AKAM {{ '2017-07-25T20:33:02+0000' | timeago}} • Announcement

$AKAM posted a 6% hike in revenue of $609MM for 2Q17, but costs and expenses pushed net income down by 22% to $58MM or $0.33 per diluted share. Non-GAAP EPS was down 3% to $0.62 per diluted share, while GAAP income from operations fell 21% to $87MM.

$MCD {{ '2017-07-25T16:40:13+0000' | timeago}} • Webcast

$MCD commented that the $AMZN-$WFM deal announcement demonstrates the disruptive and fast-paced nature of the business world. $MCD continues to challenge itself and is committed to remain competitive on value. $MCD believes deliveries are a good example of how the industry is responding to rapidly-changing consumer expectations.

$ODP {{ '2017-07-25T15:36:33+0000' | timeago}} • Announcement

$ODP has appointed Janet Schijns as SVP of Services – Copy, Print and Tech, which is a newly created role. Schijns, a veteran channel executive from Verizon, will oversee the company’s regional print production facilities to support printing capabilities and the delivery needs of customers.

$ODP {{ '2017-07-25T14:37:31+0000' | timeago}} • Announcement

$ODP appointed Janet Schijns, a veteran channel executive from $VZ, in the newly created role of SVP, services - copy, print and tech. Schijns will lead the strategy for copy, print and tech services, focusing on execution and growth.

Recent Transcripts

TXN (Texas Instruments Inc.)
Tuesday, July 25 2017 - 9:00pm
AKAM (Akamai Technologies, Inc.)
Tuesday, July 25 2017 - 8:30pm
IBM (International Business Machines Corporation)
Tuesday, July 18 2017 - 9:00pm
SNX (SYNNEX Corp.)
Thursday, June 22 2017 - 9:00pm
TECD (Tech Data Corp.)
Thursday, June 1 2017 - 1:00pm
COST (Costco Wholesale Corporation)
Thursday, May 25 2017 - 9:00pm
PLUS (ePlus inc.)
Wednesday, May 24 2017 - 8:30pm
INTU (Intuit Inc.)
Tuesday, May 23 2017 - 8:30pm
SPLS (Staples, Inc.)
Tuesday, May 16 2017 - 12:00pm
LPSN (LivePerson Inc.)
Wednesday, May 10 2017 - 9:00pm
SCSC (ScanSource, Inc.)
Tuesday, May 9 2017 - 9:00pm
NVDA (NVIDIA Corporation)
Tuesday, May 9 2017 - 9:00pm
ODP (Office Depot, Inc.)
Tuesday, May 9 2017 - 1:00pm
FB (Facebook, Inc.)
Wednesday, May 3 2017 - 9:00pm
GRPN (Groupon, Inc.)
Wednesday, May 3 2017 - 2:00pm
AAPL (Apple Inc)
Tuesday, May 2 2017 - 9:00pm
AKAM (Akamai Technologies, Inc.)
Tuesday, May 2 2017 - 8:30pm
WSTG (Wayside Technology Group, Inc.)
Friday, April 28 2017 - 2:00pm
AMZN (Amazon.com, Inc.)
Thursday, April 27 2017 - 9:30pm
INTC (Intel Corporation)
Thursday, April 27 2017 - 9:00pm

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