DIOD: Diodes Incorporated Instablogs

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Thursday, May 9, 4:40 PM Diodes (DIOD): Q1 EPS of $0.16 beats by $0.09. Revenue of $177M (+8.4% Y/Y) beats by $0.64M. (PR) Comment! [Earnings, Breaking News, Tech]
Wednesday, February 13, 4:48 PM Diodes (DIOD): Q4 EPS of $0.13 beats by $0.07. Revenue of $163.3M (+14% Y/Y) misses by $0.3M. (PR) Comment! [Earnings, Breaking News, Tech]
Thursday, December 27, 2012, 5:46 PM After-hours top gainers, as of 5:15 p.m.: MEG +14%. DIOD +4%. AKS +2%. AVEO +2%. VIXM +2%.
After-hours top losers: NGL -4%. MHO -3%. KRO -3%. ERII -2%. TVIX -2%. Comment! [On the Move]
Thursday, December 27, 2012, 11:23 AM Though it's paying a giant premium to acquire BCD Semiconductor (BCDS +94%), Diodes (DIOD +2.9%) is trading higher after announcing the deal, as the Street applauds BCD's potential to expand Diodes' product line and Chinese customer base. BCD is currently trading at $7.72, 3.5% below Diodes' $8/share buyout price. Comment! [Tech, On the Move]
Wednesday, December 26, 2012, 4:31 PM Diodes (DIOD) is buying BCD Semiconductor (BCDS), a Chinese analog chipmaker incorporated in the Cayman Islands, for $151M in cash, or $8/share. The price represents a 101% premium to BCD's close. BCD, which has $39M in cash/equivalents and has posted $112M in revenue over the last 12 months, expands Diodes' analog product line and gives it a chance to cross-sell to the major Chinese OEMs that rely on BCD. (PR) Comment! [Tech, M&A, On the Move]
Friday, November 9, 2012, 10:34 AM Analog chipmakers Diodes (DIOD -7%) and Microsemi (MSCC -5%) are heading south following their Q3 reports (I, II). Though Diodes' Q4 revenue guidance ($160M-$167M vs. $164M consensus) was in-line, its gross margin forecast of 23%-27% is underwhelming, given the midpoint is below Q3's 26.2%. Microsemi is guiding for Q4 revenue of $262M-$268M and EPS of $0.57-$0.60, mostly below a consensus of $268.1M and $0.60. The chip industry remains mired in a slump. (Diodes PR) (Microsemi PR) Comment! [Tech, Earnings, On the Move]
Thursday, November 8, 2012, 4:48 PM Diodes (DIOD): Q3 EPS of $0.20 in-line. Revenue of $166.6M (+3.7% Y/Y) in-line. (PR) Comment! [Earnings, Tech]
Friday, September 28, 2012, 9:32 AM Diodes (DIOD) is buying Power Analog Microelectronics (PAM), a maker of advanced/high-voltage analog chips, for an undisclosed sum. PAM's product line includes LED drivers, audio amplifiers, and high-end power converters - the purchase appears to be an attempt by Diodes, which made its name offering more basic analog chips, to move upmarket. Comment! [Tech, M&A]
Wednesday, August 8, 2012, 4:49 PM Diodes (DIOD): Q2 EPS of $0.14 misses by $0.05. Revenue of $159.2M (-6.2% Y/Y) in-line. (PR) Comment! [Earnings, Tech]
Friday, June 29, 2012, 11:19 AM Diodes (DIOD +6.2%) rallies after Needham starts coverage with a Buy and $20 PT. The firm praises the analog chipmaker's manufacturing abilities, which have helped it gain share, and thinks the company is well-positioned to grow rapidly during the chip industry's next up-cycle. Comment! [Tech, On the Move, Quick Ideas]
Wednesday, May 9, 2012, 12:37 PM Analog chipmaker Diodes (DIOD -8.5%) is off sharply post-earnings. The decline comes even though Q1 EPS was in-line and the company guided for Q2 revenue of $155M-$164M, largely above a $155.5M consensus. A Q1 gross margin of 23.3% (down 150 bps Q/Q and 1220 bps Y/Y), which Diodes attributes to weak pricing, mix shifts, and inventory reductions, could be weighing on shares. Q2 gross margin is expected to be 24%-28%. (PR) (transcript) Comment! [Tech, Earnings, On the Move]
Tuesday, May 8, 2012, 4:52 PM Diodes (DIOD): Q1 EPS of $0.09 in-line. Revenue of $145M (-11% Y/Y) beats by $0.9M. (PR) Comment! [Earnings, Tech]
Friday, March 9, 2012, 10:49 AM Analog chipmaker Diodes (DIOD +5.7%) jumps after slightly adjusting its Q1 revenue guidance range to $140M-$148M (prior range was $138M-$148M), a move that calmed investors who have seen earnings estimates for the company steadily move lower. Diodes' gross margin and operating expense guidance remains unchanged. Comment! [Tech, On the Move]
Wednesday, February 8, 2012, 5:36 PM Diodes (DIOD): Q4 EPS of $0.09 in-line. Revenue of $143.3M (-12.5% Y/Y) misses by $3M. Shares -1.4% AH. (PR) Comment! [Earnings, Tech, On the Move]
Wednesday, November 9, 2011, 3:52 PM Diodes (DIOD -16.6%) shares sink after Q3 results miss expectations and the semiconductor firm gives downward Q4 guidance. CEO Keh-Shew Lu sees continuing broad-based weakness, particularly within consumer and PCs. Benchmark calls the company "classically cyclical," in that when global economies weaken, gross margin also can sink. Comment! [Earnings, Tech, On the Move]
Thursday, October 20, 2011, 10:36 AM Diodes (DIOD -5.4%) gets hit after Sterne Agee cuts the stock to Underperform, citing margin pressure from high inventories and weak China demand. Comment! [On the Move]

DIOD Diodes Incorporated

DIOD

Diodes Incorporated