Nuance Communications, Inc. (NUAN) - NASDAQ
  • Apr. 30, 2013, 12:46 PM
    Midday top 10 gainers: TTHI +45%. PTIE +26%. DRRX +26%. MTOR +23%. MGAM +20%. OIS +16%. GIB +14%. HGSH +15%. ARWR +13%. TXRH +13%.
    Midday top 10 losers: DCTH -44%. AVEO -26%. NUAN -18%. AOSL -18%. PBI -16%. AEIS -13%. MSTR -10%. ANV -10%. ELTK -10%. SYN -10%.
    | Apr. 30, 2013, 12:46 PM
  • Apr. 30, 2013, 9:16 AM

    Nuance (NUAN) -13.7% following its FQ2 miss. In prepared remarks, the company guides for FQ3 revenue of $480M-$495M and EPS of $0.30-$0.34, below a consensus of $554.1M and $0.49. FY13 guidance is for revenue of $1.96B-$2B and EPS of $1.33-$1.45, below a consensus of $2.16B and $1.80. Preliminary FY14 guidance is for organic growth in the "mid- to upper-single digit range;" consensus is for revenue of $2.44B. Mobile & Consumer sales -4% Y/Y in FQ2 after rising 17% in FQ1, and Enterprise -20% vs. +10% in FQ1. Healthcare (over half of profits) +2% (+3% prior); Imaging -10% (+6% prior). Buyback currently good for repurchasing 7.8% of shares.

    | Apr. 30, 2013, 9:16 AM | 1 Comment
  • Apr. 30, 2013, 9:10 AM
    Premarket gainers: HPY +10%. HTWR +9%. ANAD +9%. AVP +8%. UBS +7%. BBY +6%.
    Losers: DCTH -20%. AVEO -16%. NUAN -15%. PBI -10%. MTG -8%. CNH -6%. RVBD -6%. QGEN -5%.
    | Apr. 30, 2013, 9:10 AM
  • Apr. 30, 2013, 6:53 AM

    Nuance (NUAN) announces a $500M stock buyback plan, which may temper the angst around its FQ2 miss. NUAN says results were impacted by "execution issues and external factors. We have taken immediate corrective actions to improve the performance of our business and revised our operating plan accordingly." The buyback may also be aimed at activist Carl Icahn's recent stake. (PR)

    | Apr. 30, 2013, 6:53 AM
  • Apr. 30, 2013, 6:43 AM
    Nuance (NUAN): FQ2 EPS of $0.34 misses by $0.06. Non-GAAP Revenue of $484M misses by $32.5M. (PR)
    | Apr. 30, 2013, 6:43 AM
  • Apr. 24, 2013, 11:47 AM

    Nuance (NUAN +4.6%) spikes as Dow Jones reports the company has hired Goldman to help find a buyer - there was a rumor along these lines two weeks ago. If true, look for Carl Icahn to take an active interest in the proceedings. 11.8% of Nuance's float was shorted as of March 28, but that was before Icahn disclosed his 9.3% stake.

    | Apr. 24, 2013, 11:47 AM | 1 Comment
  • Apr. 22, 2013, 10:35 AM

    Nuance (NUAN +2.9%) breaks $21 after announcing HTC Car, a navigation/infotainment/hands-free control app provided with HTC's flagship One smartphone, is powered by Nuance's voice recognition tech. The One has generally received glowing reviews. (PR) (AutoNavi deal)

    | Apr. 22, 2013, 10:35 AM
  • Apr. 17, 2013, 2:06 PM

    Nuance (NUAN) partners with Chinese online/mobile mapping and navigation software leader AutoNavi (AMAP -2%) to develop a Chinese-language "voice-enabled navigation product" called AutoNavi Map, which will launch in Q2. Nuance notes AutoNavi's navigation data products/services have been built into 100+ cars, and that its Amap mobile mapping app has 100M+ users. (PR)

    | Apr. 17, 2013, 2:06 PM
  • Apr. 17, 2013, 1:20 PM

    Amazon (AMZN -2.3%) roundup: 1) Amazon has reportedly paid $26M to buy Evi, a British developer of a Siri alternative that users a proprietary natural language search engine and voice recognition tech licensed from Nuance (NUAN). If true, look for Evi's software to soon be bundled with Kindle hardware. 2) Amazon's Appstore for Android is now available in nearly 200 countries, including major emerging markets (the source of much of Android's growth) such as India, Brazil, and Mexico. 3) Amazon has filed a patent application for an anonymous mobile payments system; expect PayPal (EBAY) to take a close look.

    | Apr. 17, 2013, 1:20 PM | 1 Comment
  • Apr. 9, 2013, 11:10 AM
    A rumor Nuance (NUAN +3.3%) has hired Goldman to explore strategic alternatives is fueling a rally in shares of the voice recognition giant. Needless to say, Carl Icahn's newfound interest in the company have much to do with investor hopes for a major payoff. 11% of the float was shorted as of March 15.
    | Apr. 9, 2013, 11:10 AM
  • Apr. 8, 2013, 2:45 PM
    Speculation abounds regarding how Carl Icahn plans to leverage his new 9.3% stake in Nuance (NUAN -1.3%). Many think Icahn could push Nuance to sell its slow-growing document imaging ops to lower its $2.3B debt load; Deutsche believes the unit could fetch ~$400M. Some even see a full-blown sale of the company to Microsoft or IBM as a possibility. Regardless, many Nuance investors are likely to back Icahn should he make an activist push. "There’s been a lot of frustration over the balance sheet and performance," observes Mizuho's Joanna Makris.
    | Apr. 8, 2013, 2:45 PM
  • Apr. 2, 2013, 9:10 AM
    Premarket gainers: BGCP +47%. OMPI +14%. HUM +10%. NUAN +9%. URBN +6%.
    Losers: NAT -12%. AFFY -7%.
    | Apr. 2, 2013, 9:10 AM
  • Apr. 1, 2013, 5:37 PM
    After-hours top gainers, as of 5:15 p.m.: BGCP +43%. HUM +9%. NUAN +6%. AMSC +6%. UNH +4%.
    After-hours top losers: NAT -6%. ATLS -3%. CECO -3%. SCVL -3%. IMN -2%.
    | Apr. 1, 2013, 5:37 PM | 1 Comment
  • Apr. 1, 2013, 5:12 PM
    Nuance (NUAN) +9% AH on news Carl Icahn has amassed a 9.3% stake. Is Icahn looking to make an activist push? Nuance's acquisition-fueled growth strategy has received some criticism over the years.
    | Apr. 1, 2013, 5:12 PM | 10 Comments
  • Apr. 1, 2013, 12:41 PM

    Nuance (NUAN -0.8%) tries to tap into the fast-growing mobile ad market by launching Voice Ads, a technology platform that allows smartphone/tablet users to interact with ads via voice commands (provided they care to). Mobile ad networks Millennial Media (MM) and Jumptap plan to support Voice Ads, as will ad agencies Digitas and OMD.

    | Apr. 1, 2013, 12:41 PM
  • Feb. 8, 2013, 6:38 PM

    The Street showed no mercy to Nuance (NUAN -18.5%) in response to its EPS miss and forecast for multiple quarters of weakness in healthcare and EMEA sales. Goldman thinks Nuance's goal of $1B in FY13 healthcare sales is now at risk, and Needham (downgrading to Hold) is concerned about guidance for a 200-250 bps FY13 gross margin drop, worse than a prior forecast. Management suggested on the earnings call it's counting on clinical documentation software sales and PC/mobile OEM deals to drive future growth.

    | Feb. 8, 2013, 6:38 PM | 3 Comments
Company Description
Nuance Communications, Inc. provides voice and language solutions for businesses and consumers around the world. Its solutions are used in healthcare, mobile, consumer, enterprise customer service and imaging markets. The company products are based on proprietary voice and language platform. It... More
Sector: Technology
Industry: Application Software
Country: United States