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  • Today - Friday, October 31, 2014

  • 9:21 AM
    • While its Q3 results were nearly in-line, Pixelworks (NASDAQ:PXLW) guided on its CC (transcript) for Q4 revenue of $14M-$16M and EPS of -$0.11 to -$0.21, below a consensus of $18.6M and $0.02.
    • Digital projection chip sales rose 34% Q/Q in Q3 to $14.9M due to the ramping of sales of both new and older platforms, but TV/panel chip sales fell 44% due to "inventory adjustments at certain customers." CEO Bruce Walicek adds TV segment customers are "moderating and managing their inventories a little more carefully just going into the end of the year."
    • The SoC Pixelworks has been creating for large-screen applications through a co-development agreement "ramped into high-volume production," and is expected to "drive significant year-on-year growth in 2015" for Pixelworks' large-screen chip business. The first chip for the company's Iris mobile video processor line began sampling.
    • Gross margin fell to 50.4% from 51% in Q2 and 61.6% a year ago (a mix shift away from licensing). Q4 GM guidance is at 48%-50%. Opex rose 7% Y/Y to $9.3M; Q4 guidance is at $8.5M-$9.5M.
    • Q3 results, PR
    | Comment!
  • 8:18 AM
    • Intermolecular (NASDAQ:IMI): Q3 EPS of -$0.07 beats by $0.02.
    • Revenue of $10.9M (-38.6% Y/Y) beats by $0.26M.
    • Press Release
    | Comment!
  • 8:08 AM
    • IXYS (NASDAQ:IXYS): FQ2 EPS of $0.18 beats by $0.02.
    • Revenue of $86.4M (+0.6% Y/Y) misses by $2.1M.
    • Press Release
    | Comment!
  • 8:06 AM
    • United States Cellular (NYSE:USM): Q3 EPS of -$0.26 beats by $0.01.
    • Revenue of $1B (+6.5% Y/Y) beats by $20.17M.
    • Press Release
    | Comment!
  • 7:57 AM
    • Telephone and Data Systems (NYSE:TDS): Q3 EPS of -$1.07 may not be comparable to consensus of -$0.07.
    • Revenue of $1.28B (+8.5% Y/Y) beats by $30M.
    • Press Release
    | Comment!
  • 7:39 AM
    • Shenandoah (NASDAQ:SHEN): Q3 EPS of $0.33 beats by $0.01.
    • Revenue of $82.3M (+6.2% Y/Y) beats by $0.78M.
    • Press Release
    | Comment!
  • 7:08 AM
    • Monotype Imaging (NASDAQ:TYPE): Q3 EPS of $0.27 in-line.
    • Revenue of $47.1M (+16.4% Y/Y) beats by $0.21M.
    • Press Release
    | Comment!
  • 6:04 AM
    • NTELOS Holdings (NASDAQ:NTLS): Q3 EPS of $0.04 misses by $0.02.
    • Revenue of $119.6M (-8.6% Y/Y) beats by $0.26M.
    • Press Release
    | Comment!
  • 6:04 AM
    • CommScope (NASDAQ:COMM): Q3 EPS of $0.62 beats by $0.05.
    • Revenue of $1B (+12.6% Y/Y) in-line.
    • Press Release
    | Comment!
  • 4:29 AM
    • Sony's (NYSE:SNE) losses ballooned to ¥136B yen ($1.2B) in its fiscal Q2 as the electronics and entertainment giant's troubled mobile phone division reported huge red ink.
    • Losses were still narrower than analysts estimated, as blockbuster sales of its PlayStation 4 games console reduced the impact of its sluggish smartphone division.
    • Sony lowered its smartphone sales outlook to 41M handsets from 43M, but is still sticking to its full-year net loss forecast of ¥230B.
    | 2 Comments
  • 2:55 AM
    • In response to Senator Patrick Leahy's letter last week urging top ISPs to not enter "paid prioritization" deals, Comcast (NASDAQ:CMCSA) and AT&T (NYSE:T) say they have no plans to create the Internet "fast lanes" which would hurt consumers' freedom to roam the Web.
    • Verizon (NYSE:VZ) published its response to Leahy on Wednesday, also asserting that it has no plans for "fast lanes".
    • The pledges come after the FCC proposed its "net neutrality" rules that prohibit ISPs from blocking content, but suggests allowing some "commercially reasonable" paid prioritization deals.
    | Comment!
  • Thursday, October 30, 2014

  • 6:59 PM
    • Emulex (NYSE:ELX) expects FQ2 revenue of $102M-$108M and  EPS of $0.14-$0.18, in-line with a consensus of $105M and $0.15.
    • Shares +0.4% AH. FQ1 results,, PR
    | Comment!
  • 6:55 PM
    • Groupon (NASDAQ:GRPN) discloses it has hired advisers to explore strategic options for its Asian ops, including Korean deals site/marketplace Ticket Monster (acquired last year for $260M).
    • "There are certain countries where we’d benefit from a partner," says CEO Eric Lefkofsky. The company insists it's not looking to sell all of Ticket Monster.
    • With Ticket Monster providing a boost, Groupon's Rest of World segment saw billings rise 154.8% Y/Y in Q3 to $597M, and revenue rise 25.8% to $108.5M. The segment claims 14.3M active customers.
    • Shares have turned positive. They were initially down slightly following Groupon's Q3 beat and light Q4 outlook.
    • Results/guidance, details.
    | 2 Comments
  • 6:41 PM
    • Tessera (NASDAQ:TSRA) expects Q4 revenue of $50M-$54M, above a consensus of $44.6M.
    • Additionally, the board approves an increase in Tessera's buyback authorization by $100M.
    • Q3 results, PR 
    | Comment!
  • 6:38 PM
    • Trimble (NASDAQ:TRMB) expects Q4 revenue of $560M-$590M and EPS of $0.26-$0.32, well below a consensus of $638M and $0.41.
    • CEO Steven Berglund, discussing Trimble's Q3: "While we recorded a year-over-year increase in revenue, the quarter was unimpressive. Our results in agriculture and Europe were both weaker than we originally anticipated."
    • Q3 results, PR
    | Comment!
  • 6:17 PM
    • Brightcove (NASDAQ:BCOV) expects Q4 revenue of $30.3M-$30.8M and EPS of -$0.08 to -$0.09 vs. a consensus of $30.5M and -$0.10.
    • The Web video hosting platform's subscription/support revenue rose 15% Y/Y in Q3 to $30.5M. Professional services/other revenue fell 45% to $1.1M.
    • Shares had gone into earnings near a 52-week low of $5.06.
    • Q3 results, PR
    | Comment!
  • 6:08 PM
    • Imperva (NYSE:IMPV) expects Q4 revenue of $48.6M-$50.6M and EPS of -$0.02 to -$0.07, favorable at the midpoints to a consensus of $48.8M and -$0.07.
    • A 36% Y/Y increase in services revenue (54% of total revenue) to $23M fueled the Q3 beat. Within services, subscription revenue rose 108% to $6.4M. Palo Alto Networks, FireEye, and several other security tech names have also been seeing strong subscription growth.
    • $100K+ deals rose to 106 from 97 a year ago, and new customers to 183 from 148.
    • Shares have now nearly doubled from their spring lows. They remain down over 50% from a March high of $67.12.
    • Q3 results, PR
    | Comment!
  • 5:53 PM
    • Audience (NASDAQ:ADNC): Q3 EPS of -$0.35 beats by $0.04.
    • Revenue of $22.7M (-34.1% Y/Y) misses by $3.4M.
    • Press Release
    | Comment!
  • 5:50 PM
    | Comment!
  • 5:49 PM
    • Immersion (NASDAQ:IMMR) expects 2014 revenue of $51M-$54M vs. a consensus of $53.87M.
    • Shares +2.3% AH. Q3 results, PR .
    | Comment!
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