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Nuance Communications, Inc. (NUAN)

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  • Aug. 7, 2012, 9:47 AM
    Nuance (NUAN +3.4%) rises following a mixed FQ3 report. Deferred revenue totaled $304M, -3% Q/Q and +15% Y/Y. FQ4 guidance is for revenue of $483M-$503M and EPS of $0.46-$0.50 vs. a consensus of $500.7M and $0.48. In prepared remarks (.pdf), Nuance forecasts an FQ4 mix shift towards mobile solutions, such as its virtual assistant (Siri and Vlingo), custom auto, and voicemail-to-text solutions. The company also sees mobile's R&D needs continuing to grow. (debt offering)
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  • Aug. 7, 2012, 7:17 AM
    Nuance Communications (NUAN): FQ3 EPS of $0.45 beats by $0.05. Revenue of $431.7M (+31% Y/Y) misses by $8M. Shares +2.1% premarket. (PR)
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  • Aug. 6, 2012, 5:16 PM
    Nuance (NUAN +4.4%) falls slightly AH after announcing it will sell $600M worth of senior notes due 2020. Nuance, which has made plenty of acquisitions over its history, says it will use proceeds for "acquisitions and general corporate purpose. All signs indicate the company recently made a $17/share offer for M*Modal (MODL) that was rebuffed partly because of antitrust fears. Nuance had $1.4B in debt as of March 31. Earnings are due tomorrow. (earlier)
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  • Aug. 6, 2012, 11:46 AM
    Nuance (NUAN +4.5%) jumps after introducing Nina, a virtual assistant solution for iOS and Android customer support apps. Nina uses a combo of Nuance's voice recognition (VR), text-to-speech, and voice ID tech, and has already picked up financial services firm USAA as a customer. Nuance has been quickly fleshing out its mobile portfolio: other solutions include Swype, Vlingo, a developer program for its Dragon VR software, and the VR tech behind Apple's Siri.
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  • Jul. 17, 2012, 2:03 PM
    M*Modal (MODL +3.2%), which has agreed to be sold to JPMorgan's P-E arm for $14/share, jumps after disclosing it received a $17/share offer from a competitor it refers to as "Party A," but turned it down due to uncertainty about timing and antitrust issues. There's a good chance the company is Nuance (NUAN -1%), which is already a giant in the clinical transcription space. M*Modal traded as high as $14.99, and is currently moving at $14.51. (previous)
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  • Jul. 13, 2012, 2:51 PM
    UBS' Brent Thill cuts estimates for over a dozen enterprise software stocks. He cites the usual worries (macro problems in the West, delayed deals, forex issues, poor visibility), and thinks Informatica and Qlik's warnings made clear the severity of the situation. As a result, he recommends software investors stay cautious during earnings reason, and thinks prices could remain volatile until later this summer.
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  • 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.
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  • 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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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