$NTES (NetEase, Inc.)

$NTES {{ '2016-08-18T10:13:40+0000' | timeago}} • Announcement

Chinese Internet technology company $NTES reported 2Q16 net income attributable to shareholders of $409.4MM or $0.12 per diluted share, up 78.2% versus $229.7MM or $0.07 per diluted share in 2Q15, helped by growth in all business segments. Diluted earnings per ADS grew 78.2% to $3.10 in the quarter.

$GOOGL {{ '2017-07-24T22:12:43+0000' | timeago}} • Webcast

$GOOGL said the 20% growth in search revenue in 2Q17 was driven mainly by mobile search and YouTube. The $2.8Bil capital expenditure reflected investments in production equipment facilities and development of data centers. The internet search leader raised its stock–based compensation by 40% annually to $1.9Bil in the second quarter.

$GOOGL {{ '2017-07-24T21:13:12+0000' | timeago}} • Announcement

$GOOGL said revenues of the Google segment grew 21% annually to $25.76Bil in 2Q17. Revenues of Other Bets division climbed 34% to $248MM. Revenues from US operations advanced 23%, and those from Europe, Middle East and Africa moved up 14%. APAC revenues grew 28%, while other Americas revenues dropped 8%.

$GOOGL {{ '2017-07-24T21:00:24+0000' | timeago}} • Announcement

Earnings of search service behemoth $GOOGL fell sharply in 2Q17, hurt by penalty imposed by the EU in an antitrust lawsuit. EPS dropped to $5.01 from $7 last year, despite a 21% rise in revenues. There was a 52% annual growth in aggregate paid clicks, while aggregate cost-per-click dropped 23%. Alphabet’s Other Bets division remained in loss.

$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.

$NCR {{ '2017-07-24T16:29:42+0000' | timeago}} • Announcement

$NCR agreed with $GRUB for the integration of Grubhub with the NCR Aloha Platform-of-Sale (POS). Restaurants that use $GRUB as an ordering channel will be able to manage orders from the core POS platform.

$V {{ '2017-07-21T21:44:59+0000' | timeago}} • Webcast

$V said that business in India is progressing and company is benefiting from the government's decision  to reduce cash and promote digital payments. But there is a heavy competition from the local players. The company said that it will try to win at least a fair amount of share if not more of the business in India.

$V {{ '2017-07-21T21:24:52+0000' | timeago}} • Webcast

$V said that the UK region benefited in 3Q17 as the lower value of the pound drove inbound traffic into the UK. Also, the company added that other regions in Europe like France, Spain and Nordics are performing well.

$V {{ '2017-07-21T20:41:46+0000' | timeago}} • Webcast

$V said that its global business benefited in 3Q17 from an overall healthy economy as payments volume grew in all the major regions. In US, strong consumer confidence drove the spending growth. China payments volume growth remained low driven by the dual currency. In India, $V is progressing with digital payments on the backdrop of demonitization.

$V {{ '2017-07-21T19:53:29+0000' | timeago}} • Announcement

Total payments volume for $V surged 38% to $1.9 trillion in 3Q17, while in US it spiked up 12% to $840Bil. Total processed transactions, which represent transactions processed by Visa, climbed 44% to 28.5Bil. GAAP OpEx declined 52% to $1.5Bil. Results in the prior year quarter included the special items related to the acquisition of Visa Europe.

$V {{ '2017-07-21T19:02:00+0000' | timeago}} • Announcement

$V, which competes with $MA and $AXP, lifted its financial outlook for FY17. Net revenue is expected to grow 20% on a nominal dollar basis compared to the previous growth guidance of 16-18%. GAAP EPS growth is expected to be in low double-digits on a nominal dollar basis and non-GAAP EPS is expected to grow about 20%.

$V {{ '2017-07-21T18:24:19+0000' | timeago}} • Announcement

Payments network operator $V's profit soared in 3Q17, helped by the increased consumer spending in US, payments growth volume, and the purchase of Visa Europe, which was acquired by Visa in June 2016. Net income quadrupled to $2.06Bil compared to $430MM in the prior year quarter. Diluted EPS on Class A shares also rose more than 400% to $0.87.

$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.

$MSFT {{ '2017-07-21T14:22:52+0000' | timeago}} • Webcast

$MSFT said the large markets like the US, Germany and Japan performed better than its expectations in 4Q17. To compete with its competitors $GOOGL and $AMZN, Microsoft invested about $3.3Bil in CapEx, which includes the capital leases. This was up sequentially partly due to the deferral of planned datacenter spending from 3Q17 to 4Q17.

$MSFT {{ '2017-07-21T13:29:07+0000' | timeago}} • Announcement

$MSFT's gaming revenue grew 3% in 4Q17, helped by strength in Xbox software and services, offset by lower hardware revenue. Xbox software and services revenue grew 11%, while Xbox live monthly active users grew 8% to 53MM, with growth in Xbox One, Windows 10, and mobile platforms.

$MSFT {{ '2017-07-21T13:28:14+0000' | timeago}} • Announcement

Revenue of More Personal Computing segment, $MSFT's biggest segment, declined 2% in 4Q17, hurt by declining phone revenue, offset by growth in search, Windows, and gaming revenue. Windows OEM and Windows commercial products and cloud services revenue increased by 1% and 8%, respectively. Surface revenue slipped 2% and phone revenue declined $361MM.

Recent Transcripts

MSFT (Microsoft Corporation)
Thursday, July 20 2017 - 9:30pm
V (Visa Inc.)
Thursday, July 20 2017 - 9:00pm
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SINA (SINA Corporation)
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MA (MasterCard Incorporated)
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