Seeking Alpha
  • Today - Thursday, July 30, 2015

  • 6:19 AM
    • Yandex (NASDAQ:YNDX): Q2 net income of RUB2.79B
    • Revenue of RUB13.9B (+14.3% Y/Y) misses by $40M.
    • Press Release
    | Comment!
  • 6:19 AM
    • Cabot Microelectronics (NASDAQ:CCMP): FQ3 EPS of $0.39 may not be comparable to consensus of $0.41.
    • Revenue of $97.3M (-10.2% Y/Y) beats by $0.22M.
    • Press Release
    | Comment!
  • 6:06 AM
    • ACI Worldwide (NASDAQ:ACIW): Q2 EPS of $0.03 misses by $0.02.
    • Revenue of $265.82M (+4.3% Y/Y) beats by $19.57M.
    • Press Release
    | Comment!
  • 5:36 AM
    • NICE-Systems (NASDAQ:NICE): Q2 EPS of $0.70 beats by $0.04.
    • Revenue of $234.73M (+6.1% Y/Y) beats by $1.01M.
    • Press Release
    | Comment!
  • 5:31 AM
    • Alcatel-Lucent (NYSE:ALU): Q2 EPS of -€0.02 misses by €0.03.
    • Revenue of €3.45B (+5.2% Y/Y) misses by €340M.
    • Press Release
  • 4:59 AM
    • Telefonica S.A. (NYSE:TEF) reports 1H15 net profit of €3.69B,EPS of $0.75
    • 1H15 revenue at $23.42B up 12.5% boosted by mobile data.
    • The company raises revenue guidance to > 9.5% from > 7%.
    • Press Release
    | Comment!
  • 4:51 AM
    • Kyocera (NYSE:KYO): FQ1 EPS of ¥86.07
    • Revenue of ¥339.24B (+1.4% Y/Y)
    • Press Release
    | Comment!
  • 4:37 AM
    • Advanced Semiconductor Engineering (NYSE:ASX): Q2 EPS of NT$0.43
    • Revenue of NT$70.22B (+19.8% Y/Y)
    • Press Release
    | Comment!
  • 4:34 AM
    • Chunghwa Telecom (NYSE:CHT): Q2 Basic EPS of NT$1.44
    • Revenue of NT$56.92B (+2.0% Y/Y)
    • Press Release
    | Comment!
  • 4:04 AM
    • Nokia (NYSE:NOK): Q2 EPS of €0.09
    • Total revenue at €3.21B up 9.2% led by higher sales in Nokia networks and HERE.
    • FY15 guidance: Nokia network 8%-11%, HERE 9%-12%.Capex 250M,
    • Press Release
  • 3:45 AM
    • Google's (GOOG, GOOGL) Project Loon has signed its first national agreement with the government of Sri Lanka, making the island nation a frontrunner in the race to provide countrywide Wi-Fi access from giant helium-filled balloons.
    • Details of the memorandum of understanding don't provide a timetable to when the project will begin, but sources say a launch is "highly unlikely" to happen in 2015.
  • 3:13 AM
    • Baidu (NASDAQ:BIDU) has announced a new share repurchase program, after its stock price got hammered by investors following weak earnings results on Monday.
    • The buyback will take place over the next 12 months and will be funded from the company's existing cash balance.
    • On the decline: BIDU shares have now lost almost a third of their value since their all-time high last November, and are down 19.1% over the past week.
  • 3:01 AM
    • Uber (Pending:UBER) has launched its own auto leasing subsidiary, bringing the fast-growing ride services company into contact with another controversial business.
    • In late 2013, Uber introduced its first leasing program, but partnered with automakers and other financial institutions to lease cars to its drivers.
    • The next iteration of the program, Xchange Leasing, involves cutting out intermediaries and directly leasing to UberX drivers.
    | Comment!
  • 2:43 AM
    • Samsung Electronics (OTC:SSNLF) warned of "mounting challenges" ahead as the company's once-highflying mobile unit again dragged on its quarterly results.
    • With poor Galaxy S6 sales and a dramatic loss of Chinese market share, operating profit at Samsung's mobile division slid 38% to 2.76T won ($2.4B). Overall operating profit dropped 4% to 6.9T won ($5.93B).
    • The company is now looking to "flexibly adjust" the price of the S6, introduce a new premium model with a larger screen and develop a fresh range of mid-to-low end devices.
    | 1 Comment
  • Wednesday, July 29, 2015

  • 8:55 PM
    • NXP Semiconductors (NASDAQ:NXPI): Q2 EPS of $1.44 beats by $0.07.
    • Revenue of $1.51B (+11.9% Y/Y) in-line.
    • Expects Q3 revenue of $1.525B-$1.575B and EPS of $1.45-$1.55 vs. a consensus of $1.6B and $1.49.
    • Shares finished AH trading down 4.4% due to Qorvo's guidance. NXP reported earnings shortly following the end of AH trading.
    • Press Release
  • 8:48 PM
    • Discussing its light FQ2 guidance on its earnings call, Qorvo (NASDAQ:QRVO) mentioned it has seen "seen a slowing among handset customers in China," and that certain Chinese customers "have a few weeks of excess inventory to work on." The Chinese smartphone market saw a rough start to the year; bulls have been hoping for a 2H15 pickup.
    • Qorvo also noted weak Chinese 4G infrastructure demand has affected base station-related sales. Various other chipmakers have reported seeing the same trend.
    • CEO Bob Bruggeworth promises new integrated offerings enabled by the RF Micro/TriQuint merger will help drive long-term growth. "These new Qorvo solutions, which include receive diversity modules, Wi-Fi Integrated Front End Modules, and SOI infrastructure switches, are expected to contribute meaningfully to revenue next calendar year."
    • Shares fell to $59.89 in AH trading. Qorvo rival Skyworks provided stronger calendar Q3 guidance last Thursday.
    • FQ1 results/FQ2 guidance, PR
  • 8:33 PM
    • ServiceNow (NYSE:NOW) used its Q2 report to narrow its full-year revenue guidance range to $985B-$1B (+44%-47% Y/Y) from $970M-$1B. Consensus is at $990M.
    • Q3 revenue guidance is at $252M-$257M (41%-44% Y/Y) vs. a $256.5M consensus. Forex is expected to have an 8% impact on both Q3 and full-year sales growth.
    • Q2 billings totaled $281.4M, +50% Y/Y (+62% exc. forex) and above guidance of $260M-$265M. Q3 billings guidance is at $280M-$285M (+35%-37%), and full-year guidance at $1.2B (+41%).
    • 21 net new Global 2000 customers were added in Q2, bringing the base to 566; 23 were added in Q1. With billings $34.7M above revenue, free cash flow ($35M) was again well above net income ($7.3M).
    • ServiceNow finished AH trading down 1.3% to $77.00.
    • Q2 results, PR
    | Comment!
  • 7:05 PM
    • Facebook's (NASDAQ:FB) annual revenue growth rate - 39% in Q2, 42% in Q1 - will continue declining this year, CFO Dave Wehner forecast on the earnings call. As it is, the Q3 revenue growth consensus is at 35.8%, the 2015 consensus at 37.3%, and the 2016 consensus at 34%. (live blog)
    • Wehner also stated Facebook is narrowing its 2015 GAAP cost/expense growth guidance to 55%-60% from 55%-65%. Also, the 2015 capex budget has been cut by $200M to $2.5B-$3B (still up from $1.8B last year).
    • Mark Zuckerberg disclosed Facebook now handles over 1.5B searches/day - the company overhauled its search engine in late 2014 - and has indexed over 2T posts. Zuck also mentioned the average Facebook user is spending more than 46 minutes/day on the platform (not counting WhatsApp), and predicted immersive 3D content (read: Oculus) will be the next big thing after video. Over 450M people use Facebook Events, and over 850M use Groups.
    • Sheryl Sandberg noted Q2 ad revenue growth would've been 55% Y/Y (rather than the reported 43%) if not for a strong dollar. She offered positive comments on the performance of video ads, Instagram ads, and Facebook's recently-launched Buy button, without sharing many specifics. "We continue to get more than one out of every five minutes on smartphones in the U.S."
    • Facebook has dropped to $93.81 AH.
    • Q2 results, details
  • 7:00 PM
    • Atlantic Tele-Network (NASDAQ:ATNI) is up 3.1% in late action after beating revenue expectations by more than 7%.
    • Adjusted EPS came in at $0.50 (vs. GAAP EPS of $0.59), beating an expected $0.49. Adjusted EBITDA of $40.5M (up 16% Y/Y) soundly beat an expected $34.2M.
    • The company attributed positive revenue growth (more than 8% Y/Y) to higher retail revenues from an LTE wireless network it completed to serve the Navajo Nation across Arizona, New Mexico and Utah.
    • Meanwhile the company's solar operations contributed to the EBITDA beat, with a 74% adjusted EBITDA margin on revenues of $5.3M.
    • Revenue breakouts: U.S. wireless, $40.1M (up 7%); International wireless, $20.2M (down 10%); Wireline, $22.1M (up 4%); Renewable energy, $5.3M (new); Equipment and other, $2.6M (up 24.3%).
    • At $73.10 in after-hours quotes, shares are just off a 52-week high of $74.03, which they hit intraday in April.
    • Press Release
    | Comment!
  • 6:39 PM
    • Western Digital (NASDAQ:WDC) has guided on its FQ4 call for FQ1 revenue of $3.2B-$3.3B and EPS of $1.50-$1.60, below a consensus of $3.5B and $1.76. However, a light outlook was expected following Seagate's warning and a deluge of soft PC data.
    • Western has risen to $83.11 AH. Seagate (NASDAQ:STX) has risen to $50.74 ahead of Friday morning's FQ4 report.
    • Western's FQ4 results, PR
    | Comment!
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