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Is ADTRAN's Share Price Getting Too Sexy?Gary Bourgeault • Sat, Jun 8 -
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Alcatel-Lucent's CEO Discusses Q2 2012 Results - Earnings Call TranscriptThu, Jul 26, 2012 • 7 Comments
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Alcatel-Lucent's CEO Discusses Q1 2012 Results - Earnings Call TranscriptThu, Apr 26, 2012 • 9 Comments
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Alcatel-Lucent, S.A. - Special CallWed, Feb 15, 2012 • 3 Comments
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Alcatel-Lucent's CEO Discusses Q2 2011 Results - Earnings Call TranscriptThu, Jul 28, 2011 • 2 Comments
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Alcatel-Lucent CEO Discusses Q4 2010 Results - Earnings Call TranscriptThu, Feb 10, 2011 • 4 Comments
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Alcatel-Lucent Q4 2009 Earnings Call TranscriptThu, Feb 11, 2010 • 2 Comments
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Alcatel-Lucent Q3 2007 Earnings Call TranscriptWed, Oct 31, 2007
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Alcatel-Lucent Q2 2007 Earnings Call TranscriptTue, Jul 31, 2007
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Alcatel-Lucent Q1 2007 Earnings Call TranscriptFri, May 11, 2007
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Alcatel-Lucent Q4 2006 Earnings Call TranscriptFri, Feb 9, 2007
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at CNBC.com (May 16, 2013)
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at CNBC.com (May 16, 2013)
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at MarketWatch.com (May 3, 2013)
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at CNBC.com (Apr 26, 2013)
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at MarketWatch.com (Apr 4, 2013)
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at CNBC.com (Apr 4, 2013)
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PR Newswire (Mar 25, 2013)
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PR Newswire (Mar 21, 2013)
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PR Newswire (Feb 27, 2013)
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PR Newswire (Feb 26, 2013)
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at MarketWatch.com (Feb 22, 2013)
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at CNBC.com (Feb 22, 2013)
ALU vs. ETF Alternatives
Company Description
We provide product offerings that enable service providers, enterprises and governments worldwide, to deliver voice, data and video communication services to end-users. As a leader in fixed, mobile and converged broadband networking, IP technologies, applications and services, we leverage the... More
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- | Earnings
- | Dividends
- | M&A
- | On the move
- Tuesday, June 18, 6:50 PM Alcatel-Lucent (ALU) CEO Michel Combes will use tomorrow's strategy update to unveil plans to cut €1B ($1.34B) worth of costs, and to divest €1B worth of assets over the next 3 years (less than some investors have been hoping), Les Echos reports. Combes will also announce plans to focus on the router and mobile infrastructure markets - the former has been a bright spot for Alcatel thanks to strong edge router sales, and the latter has been faring better lately thanks to growing 4G orders. (earlier) 3 Comments [Tech]
- Tuesday, June 18, 2:00 PM Alcatel-Lucent (ALU -2.1%) slips after the WSJ's Renee Schultes writes new CEO Michel Combes is likely to place a greater emphasis on cost-cutting than asset sales when outlining his strategy tomorrow. However, no sources are cited in the column. ALU has already unloaded some major assets, and there have been multiple reports about the company's submarine optical cable unit being on the block. But some analysts think the debt-laden company needs to do more. JPMorgan Cazenove, for example, raises the idea of ALU also unloading its mobile infrastructure and enterprise units. 7 Comments [Tech]
- Thursday, June 13, 10:11 AM An Alcatel-Lucent (ALU +4.3%) tender offer to redeem 2.875% convertible notes due 2025 yielded $763.8M worth of redemptions, according to preliminary results. This follows a tender offer for €750M in European debt that yielded €726M. ALU, which had $8.8B in debt at the end of Q1, has been working to refinance and pare its debt load with the help of its new credit facilities. 1 Comment [Tech]
- Wednesday, June 12, 11:07 AM Cisco (CSCO +0.3%) is delivering an evolutionary upgrade for its costly CRS core router line. The upgraded routers, named CRS-X, will deliver a 150% increase in capacity/slot, and support 4 100G ports/slot with the help of Cisco's CPAK silicon photonics tech. Cisco also claims the CRS-X will support 64 100G ports per 7' rack, and that this beats the 40 offered by Alcatel-Lucent's (ALU) 7950 router and the 32 by Juniper's (JNPR) T4000; but Alcatel claims to have reached 80. Light Reading recently reported Cisco is prepping a next-gen core routing platform called CTR that (based on reported info) would deliver a 150% capacity/slot increase from the CRS-X. Comment! [Tech]
- Thursday, June 6, 9:26 AM Ciena (CIEN) +11.9% thanks to its FQ2 beat, which follows months of investor fretting over telecom capex. FQ3 guidance is for revenue of $515M-$545M, above a $509.5M consensus. Ciena sacrificed margins a bit - while revenue rose 12% Q/Q, gross margin fell 210 bps to 42.5% - but given the size of its revenue beat, investors don't mind. Sales of integrated Ethernet/optical networking hardware (Ciena is a leader here and recently announced a refresh) +10% Y/Y and 57% of revenue. Ethernet switches +91% and now 11% of revenue; optical networking -32%, software/services +3%. Two customers (AT&T/Verizon?) made up 31% of sales. INFN +6.7%. JDSU +5.1%. FNSR +5.9%. JNPR +2.5%. ALU +4.2%. SONS +3.8%. (PR) Comment! [Tech, On the Move, Earnings]
- Friday, May 31, 6:53 PM Cisco (CSCO) is prepping a successor to its costly/high-margin CRS-3 core router that will be called the CTR and offer up to 1Tb/s of capacity per slot, according to a document ontained by Light Reading. That figure represents a solid increase from the CRS-3's 400Gb/s per slot, and is also above the 800Gb/s delivered by Alcatel-Lucent's (ALU) 7950 core router, launched last year to much fanfare and PR mudslinging. Juniper's (JNPR) T4000 is at 240Gb/s per slot. The CTR is also said to support Cisco's CPAK silicon photonics modules, which some analysts (though not all) view as a threat to JDS Uniphase (JDSU) and Finisar (FNSR). Comment! [Tech]
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Thursday, May 30, 9:13 AM
Premarket gainers: NVE +22%. CLWR +20%. MY +15%. CLSN +13%. HSOL +12%. CPST +10%. EXPR +9%. LXRX +8%. BLDP +8%. VRNG +7%. RSOL +6%. WFR +6%. AMRN +6%. FSLR +6%. ALU +6%. EMC +6%. STP +5%. HIMX +5%. OCZ +5%.
Losers: ABIO -31%. BIG -9%. VNR -5%. BPFH -5%. 1 Comment [On the Move] - Tuesday, May 28, 9:14 AM Premarket gainers: CSIQ +25%. PIP +21%. ROYL +17%. BGMD +11%. BLDP +11%. VRX +11%. SIGA +8%. TSL +8%. MAKO +8%. YGE +8%. CPST +8%. STSI +8%. HSOL +7%. ALU +7%. LDK +7%. JASO +7%. TIF +6%. Comment! [On the Move]
- Wednesday, May 15, 1:23 AM IDC cuts its 2013 IT spending growth forecast to 4.9% from 5.5%, citing macro issues and weak PC demand; 2012 growth was 5.6%. Gartner, which includes a bigger array of products/services in its numbers, forecast 4.1% growth last month. IDC now sees U.S. software spending (MSFT, ORCL) growing 6%, down from a prior 7%. Storage hardware revenue (EMC, NTAP) is only expected to grow 2.4%, down from 2012's 6.1%, and carrier spending on networking gear (CSCO, JNPR, ALU, CIEN) is expected to grow just 1.1% vs. 5.8% in 2012. Recent earnings reports and warnings (I, II, III, IV) help explain the subdued outlook. 2 Comments [Tech]
- Tuesday, May 7, 9:52 AM Alcatel-Lucent (ALU +8.4%) surges following the conclusion of its shareholder meeting. Shareholders approved all ballot measures, including the appointment of Michel Combes as CEO and the addition of American Express exec Kim Crawford Goodman to the board. A rally in European equities could also be giving ALU a lift. (PR) 4 Comments [Tech, On the Move]
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Tuesday, May 7, 9:13 AM
Premarket gainers: SNTS +11%. ALU +11%. CVLT +8%. HIMX +7%. NSM +7%. FOSL +6%. DTV +6%.
Losers: RKUS -24%. ARUN -17%. AKRX -7%. PAL -6%. 1 Comment [On the Move] - Friday, May 3, 11:42 AM Ericsson (ERIC +1.1%) has sold its power cable unit, which had 2012 sales of SEK1.5B ($231M), to Demark's NKT Cables for SEK250M ($38.5M). Also, the mobile infrastructure giant says it expects tough price competition in China as 4G buildouts get underway. China's 3 carriers plan to spend $56B this year on capex, and China Mobile (CHL - the world's biggest carrier) plans to increase capex by 49% to ~$31B. $6.75B of that will be used to set up 200K base stations for CHL's nascent 4G TD-LTE network - Alcatel-Lucent (ALU) should get a portion of it. Comment! [Tech, M&A]
- Wednesday, May 1, 2:04 PM Leveraging a €2B credit facility that came with its January debt refinancing deal, Alcatel-Lucent (ALU -1.5%) has made a tender offer for €750M in debt. Alcatel had €6.7B ($8.8B) in debt at the end of Q1, and a net debt position of €358M. Separately, a consortium of Asian carriers has enlisted Alcatel to provide submarine 100G optical transmission systems for a network connecting India, Southeast Asia, and the Middle East. 2 Comments [Tech]
- Monday, April 29, 4:52 PM Alcatel-Lucent (ALU) lowered headcount by 5.4K in Q1, in large part thanks to contract cancellations related company's review of managed services deals (first announced in July). ALU's Managed Services sales fell 4% Y/Y in Q1, whereas its Networks & Platforms services sales rose 33% to €293M. The struggling telecom equipment vendor has been looking to cut jobs, but the French government hasn't been pleased. 6 Comments [Tech]
- Friday, April 26, 10:19 AM Alcatel-Lucent (ALU -1.8%) slides as a Q1 EPS miss (-$0.20 vs. consensus of -$0.11) and cash burn overshadow a revenue beat. An 80 bps Y/Y drop in gross margin to 29.4% hurt EPS, and the company's net cash position fell by €505M Q/Q to -€147M thanks in part to free cash flow of -€261M (Alcatel blames contract timings) and interest payments of -€101M. Within Networks & Platforms, the IP division (switches/routers) grew 6% Y/Y (down from Q4's 26%); optics -16% (-22% in Q4), wireless +5% (driven by LTE buildouts, +2% in Q4), broadband gear +9% (up from Q4's -7%), services (previous) a strong +33%. (PR - .pdf) Comment! [Tech, Earnings, On the Move]
- Friday, April 26, 3:19 AM Alcatel-Lucent (ALU): Q1 net loss €353M vs profit of €259M a year earlier, with the company suffering its fourth quarterly loss in a row. Sales +0.6% to €3.23B, beating consensus of €3.18B. Plans to unveil details of strategic review by early summer. Revenue breakdown: Networks & Platforms +4.2% to €2.71B, Focused Businesses -22% to €244M, Managed Services -4.2% to €204M. North American growth strong, Japan shows good traction and China stabilizes but Europe -10%. (PR) 1 Comment [Earnings, Tech]
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x oil -field
Alcatel Lucent Pre-Market Trading $ALU $1.93¢ *AM +2.66% http://bit.ly/18FQ1qp http://bit.ly/197TJpD @SA NASDAQ - View all 0 replies
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Systembolaget
After so many wasted years, http://bloom.bg/11xgflv will be pivotal for $ALU on the 19th. The tension rises (for me at least). - View all 0 replies
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TimothyF: For those unable to attend in person, the event will be streamed live as a webcast via Alcatel-Lucent.com
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Systembolaget
According to http://bit.ly/19U8KwG Michel Combes' report and plan for $ALU is expected this month. Does anybody know when exactly? - View all 4 replies
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TimothyF: Sent an email to the PR staff, see above what they answered. I replied if they could give a little hint, so we can adapt our positions ;-)
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LATEST REPLIES
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bd4uandu: It's been a long winding road. I am encouraged by recent developments maybe Mr Combes will pull this off.
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x oil -field: Yes it has.But the BIG money comes to the folks that have patience when others have great fear. $ALU will be another X4 X5 baggier for @ST.
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TimothyF: For those unable to attend in person, the event will be streamed live as a webcast via Alcatel-Lucent.com
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Systembolaget
According to http://bit.ly/19U8KwG Michel Combes' report and plan for $ALU is expected this month. Does anybody know when exactly? - View all 4 replies
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TimothyF: Sent an email to the PR staff, see above what they answered. I replied if they could give a little hint, so we can adapt our positions ;-)
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bd4uandu: 52 week high was $1.79 ..PM $1.82 ... Great news if this continues.
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TimothyF: "he might be better keeping quiet" Haha... do you know when he will release his strategic update?
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bd4uandu
$ALU up .03 @ $1.51 .. has made a nice move since May 6 @ $1.34. Three large spikes on volume near the open. http://bit.ly/10tBc1a - View all 1 replies
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bd4uandu
$ALU Now remain patient for one to two more months. The stick holding the carrot seems longer.... http://bit.ly/18YOExO - View all 1 replies
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bd4uandu: Soon Mr. Combes won't be able to overcome the build up. Just do it.
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TimothyF: If the share surges 10% because of a meeting, I am eager to find out what happens when the ship will turn around.
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Markos Kaminis
I was shown to be right again today w/ regard to #GDP & $ALU misses. Last week it was $MCD. I don't know what more to do to get ur attention - View all 1 replies
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davidshelton: Central banks to Equity investors,"These are not the droids you're looking for..., so buy,buy,buy...."
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bd4uandu: Think it's founded about the security or just protectionism? I have never felt so insecure in this secure world we live in.