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Nuance Communications, Inc. (NUAN)

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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.
    | 15 Comments
  • 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.
    | 1 Comment
  • 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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  • May 9, 2012, 5:35 PM
    Notable earnings after Thursday's close: AGO, BID, CA, CIM, DAR, DRYS, ESRX, JWN, LBTYA, MBI, MCP, MDR, NUAN
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  • May 9, 2012, 11:50 AM
    Four months after introducing its Dragon TV voice recognition solution, Nuance (NUAN) says the software will be built into Samsung's high-end Smart TV line. The arrival of an Apple TV set would likely be a positive for Nuance, given expectations an Apple set will contain Siri, which is based on Nuance's technology.
    | 2 Comments
  • Apr. 26, 2012, 12:18 PM
    Nuance (NUAN +6.7%) jumps after guiding for FQ2 revenue of $416M-$418M and EPS of $0.42-$0.43, above a consensus of $405.5M and $0.38. The acquisition-happy voice recognition software giant, which reports on May 10, says organic revenue growth was 14%, and its Enterprise division delivered strong results. (PR)
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  • Apr. 26, 2012, 9:20 AM
    Premarket gainers: PATK +26%. HTWR +15%. REGN +14%. NUAN +14%. LOGI +14%. VHC +12%. CTXS +12%. NRGY +10%. EQIX +9%. CRUS +8%. SPPI +8%. INCY +7%. XLNX +7%. WPI +7%. AMRN +5%. EA +7%. MWW +5%. AH +6%. PHM +6%. AIS +5%. AIXG +5%. LSI +4%. TS +3%. UN +3%. ZNGA +3%. FRO +3%. RDS +3%.
    Losers: FURX -28%. PCS -15%. HRB -15%. TQNT -14%. ALU -13%. TSPT -12%. AET -9%. PTX -7%. AKAM -6%. AZN -6%. ZMH -5%. DB -5%. HERO -5%. STD -5%. DOW -4%. CELG -4%. CS -4%. CROX -4%. GG -3%. BWA -3%. UNH -3%. LVS -3%. VALE -3%. UPS -3%. POT -3%.
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  • Mar. 7, 2012, 9:26 AM
    Nuance (NUAN) +2.8% after announcing its acquisition of Transcend Services (TRCR +39.6%), a provider of medical transcription and speech editing services. Nuance claims the all-cash deal will add $140M-$150M to FY13 revenue, and $0.08-$0.09 to EPS. Transcend's offerings, which are focused on small and mid-sized hospitals, will complement Nuance's existing voice recognition solutions for the healthcare market.
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  • Mar. 7, 2012, 9:02 AM
    Premarket gainers: DSCO +41%. TRCR +39%. CIEN +9%. MAKO +10%. AEO +5%. CTIC +5%. NFLX +5%. RDN +5%. NUAN +3%. ACH +3%. SINA +3%. DRYS +3%.
    Losers: P -26%. CSIQ -12%. ASTX -5%. AYR -5%.
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  • Mar. 7, 2012, 8:04 AM
    Nuance Communications (NUAN) to buy Transcend Services (TRCR) for $29.50/share, or ~$300M. (PR)
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  • Feb. 13, 2012, 9:53 AM
    Nuance Communications (NUAN +1.7%) begins to claw back after shares swooned 13% Friday on missing FQ1 expectations. The voice-recognition software maker still reported growing sales and is an integral part of Apple's iPhone 4S killer app Siri; "it will be worth watching to see if investors have forgotten why they were interested in NUAN in the first place," David Penn writes.
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  • Feb. 10, 2012, 12:21 PM
    Nuance (NUAN -13.4%), whose shares had nearly doubled since August, is off sharply after its FQ1 report (I, II) raises fears that Apple's Siri may not be as profitable as hoped. Wedbush (Underperform) notes Nuance's top-line miss occurred in spite of the acquisition of Vlingo. Needham (Buy), however, is optimistic attempts by phone vendors to catch up to Siri will drive demand for Nuance's software. (transcript)
    | 1 Comment
  • Feb. 9, 2012, 4:34 PM
    More on Nuance's FQ1: Company attributes shortfall to "delayed revenues" from some mobile customers (Apple?). Deferred revenue rose 8% Q/Q to $299.4M. Nuance guides in prepared remarks (.pdf) for FQ2 revenue of $395M-$415M and EPS of $0.36-$0.42 (consensus of $404.5M and $0.38). Guides for FY12 revenue of $1.66B-$1.71B and EPS of $1.55-$1.62 (consensus of $1.68B and $1.60). NUAN -8.3% AH. (PR)
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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