$FTNT (Fortinet Inc.)

$FTNT {{ '2016-06-07T17:42:13+0000' | timeago}} • Announcement

$FTNT said it acquired AccelOps. This acquisition expands $FTNT security fabric with advanced analytics and security intelligence across physical, IoT, cloud and multi-vendor networks.

$QCOM {{ '2018-01-23T19:40:10+0000' | timeago}} • Announcement

$QCOM released a letter to its shareholders, ahead of the annual meeting which will be held on March 6, to not vote for the 11 executives nominated for election by $AVGO. The chip maker also highlighted the regulatory issues involved in $AVGO's hostile attempt to take over the company.

$AVGO {{ '2018-01-22T13:45:18+0000' | timeago}} • Announcement

$AVGO said the US Federal Trade Commission has requested more information regarding its acquisition plan of $QCOM. The effect of the second request is to extend the 30-day waiting period imposed by the Hart-Scott-Rodino Antitrust Improvements Act of 1976. After $AVGO complies with the request, the regulator has 30 days to complete its review.

$IBM {{ '2018-01-19T19:36:21+0000' | timeago}} • Webcast

$IBM said it expects to deliver operating EPS of about $13.80 for 2018. The company also expects free cash flow of about $12Bil, resulting in free cash flow realization of over 100%. Additionally, for 2018, revenue growth is expected at current spot rates.

$IBM {{ '2018-01-19T11:44:24+0000' | timeago}} • Announcement

For FY17, $IBM generated free cash flow of $13Bil, excluding Global Financing receivables. The company also returned $9.8Bil to shareholders through $5.5Bil in dividends and $4.3Bil of gross share repurchases. $IBM ended 4Q17 with $12.6Bil in cash, while debt totaled $46.8Bil, including Global Financing debt of $31.4Bil.

$IBM {{ '2018-01-19T11:40:04+0000' | timeago}} • Announcement

Big Blue $IBM reported its first ever revenue growth in five years, with 4Q17 revenue growth of 3.5% YoY to $22.5Bil, driven by cloud computing business and artificial intelligence investments. However, $IBM reported a net loss of $1.05Bil or $1.14 per share, impacted by a one-time charge of $5.5Bil associated with the enactment of U.S. tax reform.

$IBM {{ '2018-01-18T22:23:11+0000' | timeago}} • Infographic

$IBM International Business Machines Earnings AlphaGraphic: Q4 2017 Highlights

$AAPL {{ '2018-01-18T12:47:28+0000' | timeago}} • Announcement

Spurred by the Republican tax reform, $AAPL said it would increase its direct contribution to the US economy to over $350Bil over the next five years. The tech giant expects to invest over $30Bil in capital expenditures in the US during this period and create over 20,000 jobs through hiring at existing campuses and opening a new one.

$INFY {{ '2018-01-12T13:24:20+0000' | timeago}} • Announcement

$INFY retained its FY18 revenue guidance in constant currency in the range of 5.5% to 6.5%. The guidance for operating margin for this period was also unchanged at 23-25%.

$INFY {{ '2018-01-12T13:14:30+0000' | timeago}} • Announcement

Asia's second largest software services company $INFY reported a spike in 3Q18 net earnings to $796MM from $547MM a year ago, driven by a tax reversal gain of $225MM. On a per share basis, net income jumped 46% to $0.35. Meanwhile, the Bengaluru, India-based company's revenue for the quarter rose 8% to $2.76Bil.

$IBM {{ '2018-01-12T12:40:09+0000' | timeago}} • Announcement

$IBM appointed James Kavanaugh as SVP and CFO effective Jan. 11, 2018 to replace Martin Schroeter. Schroeter will take a new role as SVP, Global Markets, effective Jan. 11, 2018. Kavanaugh is currently SVP, Finance and Operations, and served as $IBM's VP and Controller from 2008 to 2015.

$CSCO {{ '2018-01-09T15:25:46+0000' | timeago}} • Announcement

$CSCO and Hyundai Motor Company announced the production of a next-generation, hyperconnected car. Hyundai will feature this new in-vehicle network in their premium 2019 vehicles. The companies would create a flexible and more secure platform that would help innovate and build on smart-vehicle solutions.

$CSCO {{ '2018-01-08T18:05:49+0000' | timeago}} • Announcement

$CSCO said the Felix Platter Hospital in Basel, Switzerland, is deploying Cisco Intent-Based Networking to create the foundation for its digital operation. The new secure network is designed and deployed by Itris Enterprise AG, and is expected to be fully operational by December 2018.

$CSCO {{ '2018-01-08T17:55:27+0000' | timeago}} • Announcement

$CSCO announced a new DOCSIS licensing plan for its cable operator customers. The Cisco IBU licensing program helps simplify license acquisition and management. IBU has only one license type based on bandwidth consumption. IBU licensing is aligned to the number of subscribers across the network, so license investment is highly aligned to revenues.

$AKAM {{ '2018-01-04T18:13:47+0000' | timeago}} • Announcement

$AKAM announced the appointment of Fari Ebrahimi as SVP and Chief Information Officer, effective immediately. Mr. Ebrahimi succeeds Kumud Kalia and he will report to CEO Dr. Tom Leighton. Mr. Ebrahimi joins $AKAM from Avaya. He will be based in $AKAM’s corporate headquarters in Cambridge, Massachusetts.

$MSFT {{ '2018-01-04T15:19:52+0000' | timeago}} • Announcement

As part of its Healthcare NExT initiative, $MSFT partnered with Seattle-based biotech firm Adaptive Biotechnologies. Microsoft and Adaptive will build a universal blood test that will screen a person's human immune system using the former's AI and machine learning technologies. Microsoft had invested an undisclosed amount for this partnership.

$MSFT {{ '2018-01-03T14:45:28+0000' | timeago}} • Announcement

$MSFT to acquire Pittsburgh-based data storage firm Avere Systems. The transaction terms were not disclosed. Microsoft believes that the addition of Avere Systems will add value to its cloud computing platform Azure and its customers. In March 2017, Avere closed a $14MM Series E funding in which $GOOG was one of the investors.

$CUDA {{ '2018-01-03T13:58:58+0000' | timeago}} • Announcement

$CUDA has acquired PhishLine, LLC, a SaaS platform for social engineering simulation and training. Combining $CUDA’s AI-driven protection against phishing and spear phishing with PhishLine's platform gives customers comprehensive defense against email-borne targeted attacks and social engineering.

$IBM {{ '2017-12-29T11:01:53+0000' | timeago}} • Announcement

$IBM said it has reached an agreement to resolve the patent lawsuit with $PCLN pending in the United States District Court for Delaware. As part of the confidential settlement, the parties will obtain patent cross-licenses to each company’s worldwide patent portfolio.

$GOOG {{ '2017-12-22T12:16:53+0000' | timeago}} • Announcement

“Eric Schmidt, Executive Chairman of the board of directors of $GOOG $GOOGL, has decided to step down. He will take up the role of Technical Advisor to the firm. Schmidt, who has been serving Alphabet for the past 17 years, will continue to serve on its Board. It is expected that the Board will appoint a non-executive chairman at the next meeting.”

$ORCL {{ '2017-12-15T20:33:42+0000' | timeago}} • Webcast

$ORCL launches its autonomous database as a power move against its archrivals in cloud computing, hoping to catch some market share. $ORCL assures its new autonomous database will cost less and believes that its customers will opt its new database rather than $AMZN's Redshift.

Recent Transcripts

IBM (International Business Machines Corporation)
Thursday, January 18 2018 - 10:00pm
INFY (Infosys Limited)
Friday, January 12 2018 - 1:00pm
INFY (Infosys Limited)
Friday, January 12 2018 - 11:30am
ORCL (Oracle Corporation)
Thursday, December 14 2017 - 10:00pm
CIEN (Ciena Corporation)
Thursday, December 7 2017 - 1:30pm
PANW (Palo Alto Networks, Inc.)
Monday, November 20 2017 - 9:30pm
CSCO (Cisco Systems, Inc.)
Wednesday, November 15 2017 - 9:30pm
MGIC (Magic Software Enterprises Ltd.)
Tuesday, November 14 2017 - 3:00pm
SSYS (Stratasys Ltd.)
Tuesday, November 14 2017 - 1:30pm
FNJN (Finjan Holdings, Inc.)
Thursday, November 9 2017 - 9:30pm
MITK (Mitek Systems, Inc.)
Tuesday, November 7 2017 - 9:30pm
IMMR (Immersion Corporation)
Thursday, November 2 2017 - 9:00pm
AAPL (Apple Inc.)
Thursday, November 2 2017 - 9:00pm
FEYE (FireEye, Inc.)
Wednesday, November 1 2017 - 9:00pm
FB (Facebook, Inc.)
Wednesday, November 1 2017 - 9:00pm
QCOM (QUALCOMM Incorporated)
Wednesday, November 1 2017 - 8:45pm
TACT (TransAct Technologies Incorporated)
Wednesday, November 1 2017 - 8:30pm
CHKP (Check Point Software Technologies Ltd.)
Tuesday, October 31 2017 - 8:30pm
FTNT (Fortinet Inc.)
Thursday, October 26 2017 - 10:30pm
MSFT (Microsoft Corporation)
Thursday, October 26 2017 - 9:30pm

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