$SANM (Sanmina Corporation)

$SANM {{ '2016-09-13T21:37:37+0000' | timeago}} • Announcement

Manufacturing solutions provider $SANM has appointed Rita Lane to its BoD effective September 9, 2016. She is currently the Principal at Hajime, LLC, a supply chain advisor for start-up companies. Ms. Lane has also previously worked with Apple and Motorola.

$FB {{ '2017-07-26T21:51:13+0000' | timeago}} • Announcement

$FB's ad revenue for 2Q17 rose 47% YoY to $9.16Bil. This growth rate is more than double of what Google generated in 2Q17. FB's rival and online advertising competitor $GOOG reported 19% increase in ad revenue from Google for 2Q17.

$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.

$CIEN {{ '2017-07-26T15:31:41+0000' | timeago}} • Announcement

$CIEN said terrestrial and AKORN submarine networks of $ALSK has been upgraded with the company to improve internet access and provide secure, reliable connectivity. The network upgrades will also support demand for mobile broadband services and serve as a cloud enablement platform for $ALSK businesses.

$APH {{ '2017-07-26T14:20:40+0000' | timeago}} • Announcement

$APH has inducted John Craig, former Chairman and CEO of $ENS, to the company’s BoD. Craig was instrumental in creating $ENS in 2000 and subsequently built the company into a global leader in stored energy solutions for industrial applications.

$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.

$GOOG {{ '2017-07-24T20:58:25+0000' | timeago}} • Infographic

$GOOG $GOOGL Alphabet Earnings AlphaGraphics: Q2 2017 highlights

$MSFT {{ '2017-07-20T22:39:57+0000' | timeago}} • Announcement

$MSFT, the 3rd largest market cap firm in US after $AAPL and $GOOGL, reported a profit that doubled in the tech giant's final quarter of 2017. The strong performance was boosted by growth in Cloud and Office businesses. GAAP net income surged 109% to $6.5Bil. GAAP EPS spiked up 112% to $0.83, aided by tax benefits. Non-GAAP EPS grew 42% to $0.98.

$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 {{ '2017-07-19T21:27:34+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.

$AAPL {{ '2017-07-19T12:49:32+0000' | timeago}} • Announcement

Isabel Ge Mahe, VP of Wireless Technologies, has been named $AAPL's VP and MD of Greater China business, reporting to CEO Tim Cook and COO Jeff Williams. In this newly created role, Ge Mahe will provide leadership and coordination across Apple’s China-based team. She will assume her new role, based in Shanghai, later this summer.

$A {{ '2017-07-19T12:28:12+0000' | timeago}} • Announcement

$A has appointed Hans E Bishop to its BoD. Bishop is a co-founder and CEO of Seattle-based biopharmaceutical firm Juno Therapeutics. He has held various executive positions in the pharmaceutical industry, including as COO of Dendreon.

$MSFT {{ '2017-07-18T14:54:03+0000' | timeago}} • Announcement

$MSFT partners with Chinese Internet search giant $BIDU. Baidu will use the tech giant's cloud computing platform Microsoft Azure for its self-driving car project Apollo. Baidu, which competes with $GOOG and $TSLA in the self-driving vehicle market, will use Microsoft's Azure and share its technologies with Apollo partners outside China.

$A {{ '2017-07-17T17:47:21+0000' | timeago}} • Announcement

$A introduced a new sequencing library prep solution, Agilent SureSelectXTHS. SureSelectXTHS is a streamlined, high-sensitivity solution for research, optimized for labs with a requirement to sequence DNA from formalin-fixed paraffin-embedded (FFPE) samples, which may have degraded over time.

$IT {{ '2017-07-13T12:15:11+0000' | timeago}} • Announcement

According to preliminary results by $IT, Worldwide PC shipments totaled 61.1MM units in 2Q17, a 4.3% decline from last year. Shipments in 2Q17 were the lowest quarter volume since 2007. $HPQ reclaimed the top position from Lenovo in the worldwide PC market in 2Q17, followed by $DELL and $AAPL succeeding in third and fourth place.

$COHU {{ '2017-07-12T20:11:32+0000' | timeago}} • Announcement

$COHU reported strong preliminary 2Q17 results, with sales of $93MM, up 22% YoY above the guidance of approx. $86MM. The company also reported GM in line with the previous non-GAAP guidance of about 40%.

$COHU {{ '2017-07-11T13:40:59+0000' | timeago}} • Announcement

Semiconductor equipment provider $COHU has launched a new inspection module named Aquilae. The solution helps identifying micro-cracks on integrated circuits that often go undetected in conventional electrical tests.

Recent Transcripts

CLS (Celestica Inc.)
Tuesday, July 25 2017 - 9:00pm
SANM (Sanmina Corporation)
Monday, July 24 2017 - 9:00pm
BHE (Benchmark Electronics Inc.)
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