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XLNX

Xilinx, Inc.

6/19/2013, 3:29 AM ET

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Wednesday, April 24, 4:21 PM Xilinx (XLNX): FQ4 EPS of $0.47 beats by $0.03. Revenue of $532.2M beats by 2.5M$. (PR) Comment! [Earnings, Breaking News, Tech]
Monday, April 15, 9:45 AM Altera (ALTR) is buying AppliedMicro's (AMCC) Danish TPACK unit, a developer of Altera-based FPGAs for optical networking applications, for an undisclosed sum. Altera claims TPACK's chips have displaced ASSPs in applications that include 100G hardware (a key growth market), and will complement its existing optical offerings. Telecom & wireless made up 44% of Altera's Q4 sales, and (as always) the company remains in pitched battle here with archrival Xilinx (XLNX). AppliedMicro bought TPACK for $32M-$37M in 2010. (PR) 1 Comment [Tech, M&A]
Wednesday, April 3, 3:12 PM The Forensic Accounting ETF (FLAG) drops Nike (NKE) and Wal-Mart (WMT) from its portfolio, giving each "F" rankings based on its forensic accounting model. Other "F's" include SNI, XLNX, MOS, and TIF. Those garnering an "A" include CHK, HES, EA and AKAM. Since its Feb. 1 inception, the ETF has matched the S&P's performance. 2 Comments [Quick Ideas]
Tuesday, March 19, 10:50 AM Lattice Semi (LSCC +7.5%) jumps after guiding for 6%-8% Q/Q revenue growth in Q1, well above prior guidance for a 2%-4% drop. Gross margin is expected to be at the low end of a prior guidance range of 52%-56% thanks to a greater mix of telecom and consumer chip sales. Bigger rivals Altera (ALTR +0.4%) and Xilinx (XLNX +1.5%) are up slightly. This morning, Xilinx introduced a new chip for its Zynq line of SoCs. By combining DSP and ARM CPU cores with Xilinx's programmable logic, Zynq expands Xilinx's reach within embedded markets. Comment! [Tech, On the Move, Earnings]
Wednesday, March 6, 5:38 PM Xilinx's (XLNX) analyst day yielded favorable sell-side commentary. William Blair is a fan of Xilinx's light opex guidance, 60%+ share of 28nm FPGA sales, high base station design win rate, and the success of its 3D FPGAs and fully-programmable Zynq SoCs. Looking at the big picture, Raymond James sees plenty of room for the ~$6B FPGA market to take share from a ~$50B ASIC/ASSP market, as R&D/manufacturing costs for ASICs continue to grow. But Goldman is more partial to rival Altera (ALTR), citing its 40nm leadership and 14nm deal with Intel. (slides) Comment! [Tech, Quick Ideas]
Tuesday, March 5, 8:37 AM Xilinx, Inc. (XLNX) declares $0.25/share quarterly dividend, 13.6% increase from prior dividend of $0.22. Forward yield 2.74%. For shareholders of record May 15. Payable June 05. Ex-div date May 13. (PR) Comment! [Dividends]
Tuesday, February 26, 10:56 AM Intel's (INTC +2.7%) foundry deal with Altera (ALTR +1.7%) is enough to get Drexel Hamilton to upgrade "Chipzilla" to Hold, with a $22 PT. Meanwhile, existing Altera foundry partner TSMC (TSM -2.4%) is now adding to yesterday's losses. RBC thinks Intel, which has a manufacturing process edge against independent foundries, could win more clients at TSMC's expense. SA contributor Ashraf Eassa notes the Altera deal prevents Xilinx (XLNX -0.9%) from striking a similar foundry deal with Intel for its 14nm process. 4 Comments [Tech]
Monday, February 25, 5:02 PM Intel (INTC) has bagged Altera (ALTR) as a chip foundry client. Altera, which has a near-duopoly on the FPGA market in tandem with Xilinx (XLNX), has hired Intel to make FPGAs using the latter's next-gen 14nm manufacturing process and 3D transistor tech. Altera says it will still rely on its existing foundry partner, TSMC (TSM), to make 20nm and older-process chips. The deal comes a month after reports Intel had struck a foundry deal with Cisco. ALTR +2.1% AH. XLNX -0.8%. INTC +0.5%. TSM +0.9% after falling 3.4% in regular trading. 18 Comments [Tech]
Tuesday, February 19, 1:01 PM Xilinx (XLNX +2.5%) makes new 52-week highs following an upgrade to Buy from BofA/Merrill. The firm sees a 2H pickup in telecom capex boosting demand for Xilinx's FPGAs from telecom equipment clients, and also thinks the chipmaker's March 5 analyst day could serve as a catalyst. Xilinx's Communications & Data Center sales rose just 2% Y/Y in Q4, and made up 47% of revenue. Comment! [Tech, On the Move, Quick Ideas]
Friday, January 18, 5:41 PM After-hours top gainers, as of 5:15 p.m.: REE +3%. XLNX +2%. IOC +2%. JCI +2%. THC +1%.
After-hours top losers: HALO -3%. UNIS -2%. VIRC -2%. OIBRC -2%. ORCC -1%. Comment! [On the Move]
Friday, January 18, 1:23 PM Though it soundly missed FQ3 revenue estimates (while slightly beating on EPS), Xilinx (XLNX +1.5%) is trading higher and is within range of its 52-week high. Expectations were low following Altera's (ALTR -0.3%) warning, and investors could be pleased with a healthy gross margin of 66.6% (up 110 bps Q/Q). The FPGA vendor guided for FQ4 revenue of $520M-$540M, below a $544.2M consensus. Sales for the Industrial, Aerospace & Defense segment rose 7% Q/Q in FQ3, but all other segments were lower. (transcript) Comment! [Tech, Earnings]
Thursday, January 17, 4:28 PM Xilinx, Inc. (XLNX) declares $0.22/share quarterly dividend, in line with previous. Forward yield 2.41%. For shareholders of record Feb. 06. Payable Feb. 27. Ex-div date Feb. 04. (PR) Comment! [Dividends]
Thursday, January 17, 4:25 PM Xilinx (XLNX): Q4 EPS of $0.38 beats by $0.01. Revenue of $509.8M (flat% Y/Y) misses by $17.86M. Shares +1.5% AH. (PR) Comment! [Earnings, Breaking News, Tech, On the Move]
Thursday, January 17, 12:10 AM Notable earnings after Thursday’s close: ASBC, AXP, COF, INTC, PBCT, XLNX Comment! [Earnings]
Wednesday, January 16, 5:35 PM Notable earnings after Thursday’s close: ASBC, AXP, COF, INTC, PBCT, XLNX Comment! [Dividends]
Monday, January 14, 1:48 PM Analog chipmaker/Samsung supplier Maxim (MXIM -2.5%) is off following a downgrade to Neutral from Credit Suisse: the firm says it expects "a significant deceleration" in the mobile phone market (36% of Maxim's sales and a major growth driver) going forward, though it thinks healthy industrial/telecom equipment exposure will buffer the blow. Analog Devices (ADI +0.1%) and Xilinx (XLNX) have been upgraded to Outperform (I, II), but neither is moving much - in each case, CS likes the chipmaker's industrial/telecom infrastructure exposure. Comment! [Tech, On the Move, Quick Ideas]