$DSPG (DSP Group Inc.)

$DSPG {{ '2016-08-08T17:24:43+0000' | timeago}} • Announcement

$DSPG said its BoD authorized the company to repurchase additional common shares, bringing total repurchase authorization to up to $10MM, in light of its strong cash position and its focus on stockholder value. As of end of July 2016, about $2MM remained under 2015 share repurchase authorization.

$FB {{ '2017-07-27T18:33:09+0000' | timeago}} • Webcast

$FB reported 47% growth in its 2Q17 ad revenue to $9.2Bil. The growth were strongest in Rest of World and Asia-Pacific that reported 56% and 54% increase respectively. U.S. and Canada and Europe grew at 45% and 43% respectively. Mobile ad revenue was $8Bil, up 53%, and Desktop ad revenue grew 17% despite an ongoing decline in desktop usage.

$FB {{ '2017-07-27T18:32:15+0000' | timeago}} • Webcast

During 2Q17, $FB's community continued to progress with over 1.32Bil people that visited the site on an average day, up 17%  YoY. The community growth was driven mainly by product improvements on Android, Internet.org effort, and ongoing third-party promotional data plans in markets like India.

$FB {{ '2017-07-27T18:31:01+0000' | timeago}} • Webcast

$FB now focuses on its growth drivers Instagram and video ads. Instagram Stories, that was launched last August, continues to grow with more than 250MM users using it daily. The company also began rolling out ads in Instagram Stories during 2Q17.

$FB {{ '2017-07-27T18:30:06+0000' | timeago}} • Webcast

$FB is working on developing its artificial intelligence (AI) technologies, that help people find relevant groups. The company reported 50% jump in users during 2Q17, that joined meaningful communities.  AI is expected to improve the company's core services, CEO Zuckerberg said.

$ZBRA {{ '2017-07-27T17:26:01+0000' | timeago}} • Announcement

$ZBRA has embarked on a comprehensive debt restructuring, which mainly involved closing of a senior secured credit facility maturing July 2021. The initiative is expected to reduce the company’s weighted average pre-tax interest rate on the $2.5Bil outstanding debt to below 4%. Zebra estimates to incur about $72MM in costs and transaction fees.

$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

$FB {{ '2017-07-26T22:05:49+0000' | timeago}} • Infographic

$FB's average revenue per user  during 2Q17 trends upwards across the world, yet the majority of the revenue was contributed by US and Canada. which rose 35% to $19.38 much higher when compared to $4.73 from worldwide.

$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.

$FB {{ '2017-07-26T21:28:35+0000' | timeago}} • Announcement

$FB, that plans to monetize its 1.2Bil user Messenger app, posted 71% growth in 2Q17 earnings, due to increase in mobile ad sales. Net income rose to $3.89Bil from $2.28Bil in 2Q16. Diluted EPS rose 69% to $1.32 from $0.78. User activity continues to grow, as daily active users rose 17% YoY to 1.32Bil and monthly active users rose 17%  to 2.01Bil.

$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.

$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.

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