$LITE (Lumentum Holdings Inc.)

$LITE {{ '2016-02-17T12:34:15+0000' | timeago}} • Announcement

Optical and photonic products maker $LITE said it has promoted Jason Reinhardt to EVP, Global Sales and Product Line Management, and Vince Retort to COO. Reinhardt and Retort will report to CEO, Alan Lowe.

$A {{ '2018-01-19T17:03:14+0000' | timeago}} • Announcement

$A elected Dow Wilson, CEO of Varian Medical Systems Inc., to its BoD, effective March 20, 2018. Wilson is also a board member of AdvaMed, a U.S. trade association representing 80% of the medical technology firms in the U.S., and Varex Imaging Corp., which was created through the successful spin-off of Varian Medical.

$A {{ '2018-01-09T19:50:20+0000' | timeago}} • Announcement

$A acquired Cork, Ireland-based Luxcel Biosciences, a developer of real-time fluorescence plate-reader based in vitro cell assay kits. This acquisition expands $A's cell analysis portfolio with the addition of easy-to-use assay kits that are compatible with industry standard plate-readers.  Financial terms of the deal were not disclosed.

$AAPL {{ '2017-12-13T16:14:11+0000' | timeago}} • Announcement

Finisar Corp, which makes chips that can power various iPhone features including FaceID, will become the latest beneficiary of $AAPL's $1Bil Advanced Manufacturing Fund. Apple said it would invest $390MM in the chipmaker, following which, $FNSR shares shot up about 17% in premarket trading.

$CIEN {{ '2017-12-08T15:07:38+0000' | timeago}} • Webcast

$CIEN said it sees revenue growing between 5% and 7% over the next three years, and non-GAAP EPS growth in the 14-16% range. Ciena confirmed its long-term target of achieving 15% adj. operating margin on annualized basis. In each of the next three years, annual free cash flow generation is estimated to be about 60-70% of adjusted operating income.

$CIEN {{ '2017-12-08T14:55:32+0000' | timeago}} • Webcast

$CIEN expects to record revenues in the range of $625MM to $655MM in the first quarter of fiscal 2018, and gross margin in the low to mid 40s range. Operating expense is estimated to be $238MM. The dynamic of high startup costs related to market share expansion, and the corresponding low margins is expected to continue in the next two quarters.

$CIEN {{ '2017-12-08T14:46:54+0000' | timeago}} • Webcast

After reporting 4Q17 earnings results, $CIEN said its Optical Systems business and global network services have been identified as the key growth drivers, going forward. Ciena intends to leverage its competitive advantage in the key markets to expand market share. The total value of share repurchases planned for fiscal 2018 is approximately $100MM.

$CIEN {{ '2017-12-07T17:46:44+0000' | timeago}} • Infographic

$CIEN Ciena Corp. Earnings AlphaGraphic: Q4 2017 Highlights

$CIEN {{ '2017-12-07T14:32:12+0000' | timeago}} • Announcement

$CIEN has authorized a program to repurchase up to $300MM of its common stock by 2020-end. The share buyback will be funded with cash-on-hand or cash generated from operations. The amount and timing are subject to factors such as liquidity, cash flow, stock price and market conditions.

$CIEN {{ '2017-12-07T12:39:27+0000' | timeago}} • Announcement

Revenues from $CIEN’s Networking Platforms segment, which accounts for the major chunk of its income, advanced 6% YoY to $599MM in the fourth quarter of 2017. Revenues from Software and Software-related Services grew 11% to $42MM, while those from the Global Services division declined 8% to about $104MM.

$CIEN {{ '2017-12-07T12:25:37+0000' | timeago}} • Announcement

$CIEN, a provider of communication technology, reported a sharp growth in 4Q17 profit as it recorded a $1.12Bil income tax benefit related to reversal of a deferred tax asset valuation allowance. Earnings surged to $7.32 per share from $0.25 per share in 4Q16. Non-GAAP EPS was $0.46, up 5% compared to last year. Revenues rose 4% annually to $744MM.

$VIAV {{ '2017-12-06T18:21:51+0000' | timeago}} • Announcement

$VIAV unveiled an intelligence platform that automatically delivers real-time test and measurement data from network instruments directly to software-based planning, provisioning, assurance and optimization applications. The NITRO™ platform helps to reduce costs and complexity while optimizing performance throughout the network lifecycle.

$A {{ '2017-11-21T15:04:12+0000' | timeago}} • Webcast

For FY18, $A expects pharma to moderate down slightly from a 6% growth rate delivered in FY17. Agilent expects China to maintain a high-single-digit growth rate. For Europe and the chemical and energy markets, while Agilent experienced unexpectedly strong FY17 growth, the company cautiously guided to lower growth in FY18.

$A {{ '2017-11-20T21:43:30+0000' | timeago}} • Announcement

$A expects 1Q18 revenue of $1.145-1.165Bil. First-quarter non-GAAP earnings are expected to be in the range of $0.55 to $0.57 per share. For FY18, Agilent expects revenue of $4.72-4.74Bil and non-GAAP earnings of $2.50-2.56 per share.

$A {{ '2017-11-20T21:40:09+0000' | timeago}} • Announcement

With net revenue soaring 7% to $1.19Bil in 4Q17, $A posted a 40% jump in net income of $177MM or $0.54 per diluted share.

$NVDA {{ '2017-11-09T22:33:34+0000' | timeago}} • Announcement

The battle of trio - $NVDA $AMD $INTC - over the GPU market is getting intense as Intel hired ex-head of AMD's graphics business. Intel looks to expand its high-end discrete GPU for a broad range of computing: a field Nvidia has ruled for a long time. With this battle favoring its peers, Nvidia yet again showed its strength with solid 3Q18 results.

$AMD {{ '2017-11-06T15:17:19+0000' | timeago}} • Announcement

$AMD and $INTC teams up to develop a new chip (a combintion of AMD's semi-custom GPU and a new Intel multi-chip processor), which would steal some $NVDA's GPU market share. The new product that will power lightweight laptops is designed by Intel and integrates an Intel Core processor, Radeon graphics chip, and 2nd gen High Bandwidth Memory (HBM2).

$INTC {{ '2017-11-01T19:10:42+0000' | timeago}} • Webcast

$INTC expects to reduce its spending to 30% of revenue by 2020. In third quarter, spending was down 6% vs. last year and for FY2017, direct spending is expected to be 33%. The company wants to prioritize its investments in three areas; moving ahead on Moore's Law, artificial intelligence and autonomous driving.

$INTC {{ '2017-10-26T22:35:44+0000' | timeago}} • Announcement

$INTC's 3Q data-centric businesses grew double digits (IoT revenues jumped 23%). As the PC shipments doesn't show any sign of improvement, its PC segment growth remains flat. It now expects to see high growth in IoT, AI, autonomous driving and cloud markets. $INTC expects FY17 EPS to be $3.25 and revenue of $62Bil, up $700MM from prior forecast.

$INTC {{ '2017-10-26T22:24:21+0000' | timeago}} • Announcement

$INTC reported 34% jump in 3Q profits, primarily due to strong growth in its data-centric businesses. Even though the PC segment, which brings in lion's share of total revenue, revenue was flat, it was able to post revenues of $16Bil, which is up 2%. 3Q results show that $INTC's transition from PC market to data-centric business is bearing fruit.

$INTC {{ '2017-10-26T20:57:49+0000' | timeago}} • Infographic

$INTC Intel Earnings AlphaGraphic: Q3 2017 Highlights

Recent Transcripts

FNSR (Finisar Corp.)
Thursday, December 7 2017 - 10:00pm
CIEN (Ciena Corporation)
Thursday, December 7 2017 - 1:30pm
EMKR (EMCORE Corporation)
Tuesday, December 5 2017 - 1:00pm
A (Agilent Technologies Inc.)
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PFNX (Pfenex Inc.)
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ESNC (EnSync, Inc.)
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HLTH (Nobilis Health Corp.)
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OCLR (Oclaro, Inc.)
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VIAV (Viavi Solutions Inc.)
Wednesday, November 1 2017 - 8:30pm
COMM (CommScope Holding Company, Inc.)
Wednesday, November 1 2017 - 12:30pm
LITE (Lumentum Holdings Inc.)
Wednesday, November 1 2017 - 12:30pm
MJCO (Majesco)
Monday, October 30 2017 - 8:30pm
INTC (Intel Corporation)
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