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Nuance Communications, Inc. (NUAN)

  • Jul. 9, 2012, 1:42 PM
    Nuance (NUAN) announces its Dragon Drive Messaging voice recognition software will be available on BMW 3 and 7 Series models. Dragon Drive Messaging allows users to dictate and listen to e-mails and text messages, and provides Nuance, which has long provided solutions for hands-free voice and navigation systems, a means of boosting the licensing revenue it generates per vehicle.
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  • Jul. 3, 2012, 11:26 AM
    Nuance (NUAN +2.2%) trades higher following the purchase of rival clinical transcription/voice recognition solutions provider M*Modal (MODL) by JPMorgan's P-E arm. Deutsche (Buy) notes the deal's valuation (2x estimated FY13 sales) is in-line with the that paid by Nuance for recent acquisitions, and thinks it's evidence P-E firms are "becoming more active" in the medical transcription and records space.
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  • Jun. 20, 2012, 2:46 PM
    Nuance (NUAN +1.2%) introduces a major upgrade for its recently-acquired Swype mobile text-input software. New features include next word prediction, and the integration of Nuance's Dragon voice-recognition software. Samsung, Motorola Mobility, and other OEMs have built Swype into some of their Android models.
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  • Jun. 20, 2012, 11:35 AM
    More on Samsung: Reviews pour in for the U.S. version of the Galaxy S III, as domestic sales commence. David Pogue calls it "a bright, beautiful star." Mashable's Peter Pachal likes the phone's S Beam file-sharing feature, but isn't crazy about its voice-recognition tech (uses NUAN's Vlingo software). Walt Mossberg argues the phone's real impact comes from its iPhone-like ubiquity, a first for an Android device. QCOM, BRCM, and SWKS are among the chipmakers that benefit from U.S. sales. (previous)
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  • Jun. 19, 2012, 6:24 PM
    Spansion (CODE +4.8%), which has been having a hard time as mobile device makers stop buying its NOR flash memory chips in favor of relying on NAND flash, is introducing an acoustic co-processor chip for automotive, gaming, and consumer electronics hardware. The chip, which relies on Nuance's (NUAN +4%) voice recognition tech, is meant to improve voice input response times and accuracy.
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  • Jun. 15, 2012, 10:51 AM
    Nuance (NUAN +2.3%) valuation looks attractive , says UBS. With the healthcare business returning to double digit growth and mobile penetration accelerating, the firm says to look past the "market noise" and reiterates a buy on the shares. Separately, Craig Hallum ups the shares to Buy on valuation as well.
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  • Jun. 15, 2012, 9:56 AM
    Nuance (NUAN +2.8%) trades higher on an upgrade to Buy from Craig-Hallum. The firm likes the voice recognition software provider's fundamentals, and thinks its valuation has hit bottom following its recent selloff. (yesterday)
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  • Jun. 14, 2012, 6:24 PM
    Microsoft (MSFT), Nuance (NUAN), and Guidewire (GWRE) are the best software stocks to own in a weak economy, argues Deutsche's Tom Ernst. On the flip side, he sees companies with high average selling prices and upcoming product refreshes, such as Adobe (ADBE - previous), as being at risk should enterprises hold off on new projects, though the fact valuations have compressed for many names could limit downside.
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  • Jun. 4, 2012, 12:24 PM
    Apple's (AAPL) Siri - loved by some, loathed by others - will be making its way to the iPad with the release of iOS 6, 9to5 Mac reports. It's added Apple is beta-testing Siri on both the latest iPad and the iPad 2, though it will likely only be available on the former. Nuance (NUAN) and Yelp (YELP) would benefit (I, II) from Siri's iPad debut.
  • May. 31, 2012, 6:15 PM
    Nuance (NUAN) claims over 10K developers have joined its mobile developer program, which seeks to enable apps leveraging Nuance's Dragon voice recognition software, since the program's 2011 launch. The developer outreach comes as Nuance, whose technology powers Apple's Siri, steps up its mobile M&A efforts: it bought mobile input technology firm Swype in October, and voice assistant software firm Vlingo in December.
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  • May. 25, 2012, 5:52 PM
    Though Apple (AAPL) continues to heavily promote Siri - it just hired John Malkovich to do some ads - the voice assistant service, which is powered by Nuance's (NUAN) voice recognition technology, remains a lightning rod for criticism. Disgruntled user Jon Friedman calls Siri a "gimmick for self-indulgent people with a tremendous amount of time on their hands." "Steve would have lost his mind over Siri," a former Apple employee recently told Adam Lashinsky.
  • May. 14, 2012, 5:07 PM
    More on David Tepper: The fund manager made big bets on tech in Q1. Tepper more than tripled his position in Apple (AAPL) to 685K shares, and boosted his Microsoft (MSFT) and Oracle (ORCL) positions by 500K and 1.1M shares, respectively. He also established new positions in GOOG, BRCM, FIO, EMC, NTAP, NUAN, MRVL, and SNDK. (13-F)
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  • May. 11, 2012, 12:42 PM
    Needham says Nuance (NUAN +0.5%) reported strong FQ2 results last night, but the company's Q1 and Q2 organic growth rates for mobile/consumer will likely raise questions about the acceleration of revenues from mobile and that the recently closed acquisition of Transcend accounts for most of the revenue guidance raise. The firm maintains a Buy rating on the shares.
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  • May. 10, 2012, 4:33 PM
    More on Nuance (NUAN): FQ2 beats estimates across the board on a 24% Y/Y jump in total revenue. For FY13 the company guides to the high end, now seeing revenue of $1.72B - $1.76B. Street estimates are for revenue around $1.71B. Looking forward, the company says its expects that balanced performance across all its markets should sustain growth in H212. Bookings and backlog from FY11 and the first half of FY12 will help support growth into FY13. Shares +0.7% AH.
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  • May. 10, 2012, 4:13 PM
    Nuance Communications (NUAN): FQ2 EPS of $0.43 beats by $0.02. Revenue of $418M (+25.8% Y/Y) beats by $5M. (PR)
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  • May. 10, 2012, 12:10 AM
    Notable earnings after Thursday's close: AGO, BID, CA, CIM, DAR, DRYS, ESRX, JWN, LBTYA, MBI, MCP, MDR, NUAN
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Company Description
Nuance Communications Inc provides voice and language solutions for healthcare, mobile, consumer, enterprise customer service and imaging markets.
Sector: Technology
Country: United States