$SPWR (SunPower Corporation)

$SPWR {{ '2016-09-20T11:17:44+0000' | timeago}} • Announcement

$SPWR signed a supply agreement with AUO for 100 MW of $SPWR's E-series solar panels. AUO also will remain a wafer supplier to $SPWR. This transaction resolves a dispute between the two companies.

$GE {{ '2017-07-21T18:59:39+0000' | timeago}} • Webcast

John Flannery, who is to be $GE's 13th CEO effective Aug 1, 2017, brushed aside concerns that the company might find itself in a state of limbo during the transition period. He said there is no operational paralysis within the team, adding robust discussions will happen in November regarding the future of course of $GE's operations.

$GE {{ '2017-07-21T18:13:06+0000' | timeago}} • Webcast

$GE reiterated its FY17 net earnings guidance of $1.60-1.70 per share on organic sales growth, which is expected in the range of 3-5%. The company added that EPS is trending to the bottom end of the projected range, as Oil and Gas continues to witness weakness.

$GE {{ '2017-07-21T17:28:46+0000' | timeago}} • Webcast

Cash flow from operations, one of $GE's closely watched financial metric, plummeted 67% to $3.6Bil in 2Q17. The Boston, Massachusetts-based conglomerate said this was primarily due to the sale of its appliances division.

$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.

$MSFT {{ '2017-07-21T13:25:31+0000' | timeago}} • Announcement

Revenue of Productivity and Business Processes segment, $MSFT's second largest segment, grew 21% in 4Q17 helped by LinkedIn and Office 365 offerings. LinkedIn, which was acquired by $MSFT in 2016, contributed $1.07Bil to Microsoft's revenue in 4Q17. Operating expenses increased 41% or $1Bil for the segment, hurt by LinkedIn related expenses.

$GE {{ '2017-07-21T12:51:53+0000' | timeago}} • Infographic

$GE General Electric Earnings AlphaGraphics: Q2 2017 highlights

$MSFT {{ '2017-07-21T12:34:48+0000' | timeago}} • Announcement

$MSFT's Intelligent Cloud unit revenue grew 11% in 4Q17, boosted by growth in server products and cloud services. Revenue of server products and cloud services was up 15%, while Azure, the software giant's cloud platform, surged 97%. Last week, $MSFT announced that $DNB and Chinese Internet firm $BIDU will use Azure for their cloud computing needs.

$MSFT {{ '2017-07-21T11:53:27+0000' | timeago}} • Announcement

$MSFT's GAAP revenue grew 13% YoY to $23.3Bil and non-GAAP revenue was up 9% at $24.7Bil in 4Q17. The increase in revenue was driven by growth in Productivity and Business Processes and Intelligent Cloud segments, and a decrease in the net revenue deferrals of $1.4Bil related to Windows 10 operating system.

$GE {{ '2017-07-21T11:43:55+0000' | timeago}} • Announcement

$GE CEO Jeff Immelt said, "We expect cash flow to continue to improve throughout the year. We’ve reduced our industrial structural costs year-to-date by $670MM and we are on track to meet or exceed our $1Bil cost reduction target for the year."

$GE {{ '2017-07-21T11:40:52+0000' | timeago}} • Announcement

Primarily due to $GE's shift of focus into industrial operations, its backlog in 2Q17 grew 2% to $327Bil, while orders increased 6% to $28.3Bil. $GE has a history of orders and backlogs growing faster than its revenue.

$GE {{ '2017-07-21T11:38:01+0000' | timeago}} • Announcement

$GE's total revenue in 2Q17 fell 12% to $29.6Bil due to weakness in its Energy Connections segment, which supplies automation products to various industries including marine, mining and oil & gas. Revenue from this segment fell 27% during the quarter.

$GE {{ '2017-07-21T11:35:13+0000' | timeago}} • Announcement

In 2Q17, which marks the end of Jeff Immelt at the helm of $GE after 16 years, the multinational conglomerate posted net earnings that more-than-halved to $1.19Bil, or $0.13 per share. On a non-GAAP basis, EPS declined 45% to $0.28 during the quarter.

$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.

Recent Transcripts

GE (General Electric Company)
Friday, July 21 2017 - 12:30pm
MSFT (Microsoft Corporation)
Thursday, July 20 2017 - 9:30pm
ABB (ABB Ltd.)
Thursday, July 20 2017 - 12:00pm
TSM (Taiwan Semiconductor Manufacturing Company Limited)
Thursday, July 13 2017 - 6:00am
ADBE (Adobe Systems Incorporated)
Tuesday, June 20 2017 - 9:00pm
SOL (ReneSola Ltd.)
Thursday, June 15 2017 - 12:30pm
YGE (Yingli Green Energy Holding Co. Ltd.)
Thursday, June 15 2017 - 12:00pm
EMAN (eMagin Corp.)
Thursday, May 11 2017 - 1:00pm
SMI (Semiconductor Manufacturing International Corp.)
Thursday, May 11 2017 - 12:30am
NVDA (NVIDIA Corporation)
Tuesday, May 9 2017 - 9:00pm
SPWR (SunPower Corporation)
Tuesday, May 9 2017 - 8:30pm
SRE (Sempra Energy)
Tuesday, May 9 2017 - 4:00pm
DUK (Duke Energy Corporation)
Tuesday, May 9 2017 - 2:00pm
NPTN (NeoPhotonics Corporation)
Friday, May 5 2017 - 12:00pm
D (Dominion Resources, Inc.)
Thursday, May 4 2017 - 2:00pm
FB (Facebook, Inc.)
Wednesday, May 3 2017 - 9:00pm
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GRPN (Groupon, Inc.)
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CMI (Cummins Inc.)
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