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SA Editor Eric Jhonsa  

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  • Skyworks -3.9%, Avago -3.2% after Qorvo guides light (updated) [View news story]
    TNX, XLNX, and ALTR are some of the others that have mentioned Chinese base station demand is weak. The base stations suppliers have mentioned it as well.
    Jul 30, 2015. 12:51 AM | 1 Like Like |Link to Comment
  • SunPower up 2.6% after mixed Q2, strong full-year guidance [View news story]
    They gradually produce revenue/profits from the assets they hold onto by selling electricity. It just happens over a much more extended period of time than if the assets were sold.
    Jul 29, 2015. 08:23 PM | Likes Like |Link to Comment
  • SunPower up 2.6% after mixed Q2, strong full-year guidance [View news story]
    When SunPower sells a solar plant, it recognizes the revenue. If it decides to hold onto the plant and run it (i.e. take a HoldCo approach), near-term revenue gets affected. That's the impact of the HoldCo strategy on revenue.
    Jul 29, 2015. 11:31 AM | Likes Like |Link to Comment
  • Twitter beats estimates, issues solid guidance; shares jump (updated) [View news story]
    I've discussed this with others before. Though shorts often prefer to focus only on GAAP and longs only on non-GAAP, both GAAP and non-GAAP give an incomplete view of things.

    GAAP can include various one-time/non-cash charges that have no relevance on how a business is performing. Non-GAAP leaves out stock compensation spend and potentially other important items.

    But either way, when comparing how a company preferred relative to pre-earnings expectations, non-GAAP is typically what matters, since that's what analyst estimates are based on. There are some exceptions, such as AAPL, NVDA, and (ironically, given how flak it takes from value investors) AMZN.
    Jul 28, 2015. 05:00 PM | 5 Likes Like |Link to Comment
  • Twitter beats estimates, issues solid guidance; shares jump (updated) [View news story]
    Consensus is based on non-GAAP.
    Jul 28, 2015. 04:14 PM | 5 Likes Like |Link to Comment
  • Intel, Micron unveil "breakthrough" 3D XPoint memory tech; shares higher [View news story]
    I'll check with the transcript team to see if they can do it. They're pretty busy with earnings season right now.

    Got a hold of the webcast. Rob didn't give a number, but did say read improvements would be similar to write improvements.
    Jul 28, 2015. 02:18 PM | 7 Likes Like |Link to Comment
  • Intel, Micron unveil "breakthrough" 3D XPoint memory tech; shares higher [View news story]
    I thought Rob was creating a distinction between read and write latency improvements when asked on the Q&A. But I'll look for further clarification. Webcast isn't available for replay yet.
    Jul 28, 2015. 01:40 PM | 1 Like Like |Link to Comment
  • Baidu down 5.5% on soft Q3 guidance; mobile growth slows (updated) [View news story]
    It's all about expectations. The guidance missed consensus.
    Jul 27, 2015. 04:53 PM | 4 Likes Like |Link to Comment
  • SanDisk up 13.1% after maintaining 2015 guidance, guiding Q3 in-line [View news story]
    Thanks for the heads-up. I'll check with the transcript team. SNDK earnings CCs are usually covered.
    Jul 23, 2015. 12:33 PM | 1 Like Like |Link to Comment
  • Microsoft -4%; Street battles over cloud growth, license declines, Windows [View news story]
    No problem. Agree they've taken share in a bunch of enterprise markets. FQ4 Commercial revenue growth wasn't great, though some of that has to do with forex and the push-out of Office revenue recognition caused by the 365 shift.
    Jul 23, 2015. 01:05 AM | Likes Like |Link to Comment
  • Microsoft -4%; Street battles over cloud growth, license declines, Windows [View news story]
    The end of Nokia payments was mentioned. If one wants to put an asterisk next to license declines, one also has to place an asterisk next to strong Office 365/Azure cloud growth figures, since a lot of that revenue (Office 365 especially) is cannibalizing on-premise software license sales.

    Windows OEM revenue was down 22% Y/Y. PC market weakness had a lot to do with that, as did license discounts for smaller/cheaper systems.
    Jul 22, 2015. 03:37 PM | 1 Like Like |Link to Comment
  • Pac Crest: Ambarella benefiting from drone surge, GoPro demand steady [View news story]
    Bunch of stores sell them online. Here are the Google Shopping results for "DJI Phantom":

    http://bit.ly/1fTCHEG
    Jul 18, 2015. 01:30 PM | Likes Like |Link to Comment
  • AMD higher after Q2 report, soft Q3 guidance [View news story]
    It's worth looking at both GAAP and non-GAAP. GAAP figures can include all kinds of one-time and non-cash gains/charges that lead to a skewed impression of how a business is performing. At the same time, non-GAAP can admittedly back out some important stuff.
    Jul 16, 2015. 06:48 PM | 1 Like Like |Link to Comment
  • AMD higher after Q2 report, soft Q3 guidance [View news story]
    Non-GAAP GM was 28%.
    Jul 16, 2015. 06:27 PM | 1 Like Like |Link to Comment
  • UniPixel posts 13.4% drop after shareholders approve debt/warrant sale [View news story]
    The data is from EDGAR (via Yahoo Finance). Fixed typo for the cash balance - it's $20.7M rather than $20.9M.

    http://yhoo.it/1O4Grh9
    Jul 14, 2015. 05:42 PM | Likes Like |Link to Comment
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