$ALTR (Altera Corp.)

$ALTR {{ '2015-11-03T20:44:00+0000' | timeago}} • SEC

During the three months ended Sept. 25, 2015, $ALTR recorded an impairment charge of $1.1MM on IPR&D (in-process research & development) assets. The remaining IPR&D project as of the same period is expected to be completed in 2016.

$EA {{ '2017-07-27T21:05:03+0000' | timeago}} • Announcement

Revenue by platform-based, $EA said there was a 26% growth in Xbox One, Playstation 4 for 1Q18, while other consoles dropped 55%. PC/Browser revenue climbed 34% and revenue from Mobile rose 4%. However, other revenue dropped 76%.

$EA {{ '2017-07-27T21:01:20+0000' | timeago}} • Announcement

$EA expects 2Q18 net revenue of about $955MM, net loss of about $57MM and loss per share of about $0.18. The company estimates a GAAP basic and diluted share count of 310MM shares due to a expected net loss. If the company reports profit instead of a loss, diluted share count for calculating diluted EPS would be 314MM shares.

$EA {{ '2017-07-27T20:59:43+0000' | timeago}} • Announcement

$EA expects FY18 net revenue of about $5.075Bil, net income of about $1.125Bil and EPS of about $3.57. Operating cash flow, reflecting the recently adopted accounting standard related to stock-based compensation, is expected to be about $1.575Bil. $EA estimates a share count of 315MM for calculating FY18 diluted EPS.

$EA {{ '2017-07-27T20:58:13+0000' | timeago}} • Announcement

Game developer $EA reported a jump in 1Q18 earnings driven by higher digital net revenue, and lower income taxes provision. Net income rose to $644MM or $2.06 per share from $440MM or $1.40 per share last year. Revenue grew to $1.45Bil from $1.27Bil. Event-driven live services has fueled the growth for this quarter.

$EA {{ '2017-07-27T20:52:47+0000' | timeago}} • Infographic

$EA Electronic Arts Earnings AlphaGraphic: Q1 2018 Highlights

$INTC {{ '2017-07-27T20:50:43+0000' | timeago}} • Infographic

$INTC Intel Corporation Earnings AlphaGraphic: Q2 2017 Highlights

$EA {{ '2017-07-27T20:42:15+0000' | timeago}} • Announcement

Games developer $EA said Battlefield 1 had more than 21MM players joining the game as of end of 1Q18. The Sims 4 on PC had seen more than 20% jump in monthly active players. There were more than 95MM unique player base in FIFA Mobile and more than 70MM unique users were engaged in NBA LIVE Mobile.

$PYPL {{ '2017-07-27T19:39:04+0000' | timeago}} • Webcast

$PYPL and $AAPL have expanded their iTunes integration enabling customers to buy games, music, movies and in-app purchases with PayPal, on their iPhones and iPads in the Apple App Store, iBooks, Apple Music and iTunes stores in 12 countries including the US, Australia and parts of Europe. This integration is expected to expand in the coming months.

$PYPL {{ '2017-07-27T19:38:48+0000' | timeago}} • Webcast

$PYPL's open technology platform has enabled expanded partnerships with $GOOG, $AAPL, $FB and Samsung. In April, $GOOG announced an expansion of its partnership to make it easy for consumers to use PayPal as a payment method in Android Pay in-store, in app and online. $FB also announced additional commerce experiences with PayPal on Messenger.

$TWTR {{ '2017-07-27T13:17:04+0000' | timeago}} • Announcement

Struggling social network $TWTR, who unveiled a major redesign to the site last month, said it had 328MM monthly active users at the end of second quarter 2017, remains unchanged from the first quarter 2017. Twitter stock nosedived as it fails to add new users in the current quarter.

$TWTR {{ '2017-07-27T12:47:48+0000' | timeago}} • Announcement

$TWTR It seems that doom continues with the return of second co-founder Biz Stone in May, as the ubiquitous microblogging platform $TWTR logged its second consecutive revenue slip at $574MM in 2Q17. In terms of total revenue, Larry the bird flew south by 5% YoY and earnings from the US fell by 7%.

$TWTR {{ '2017-07-27T12:12:40+0000' | timeago}} • Infographic

$TWTR Twitter Earnings AlphaGraphic: 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.

$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.

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Wednesday, July 26 2017 - 9:00am
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Tuesday, July 25 2017 - 9:00pm
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