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January 23, 2013
15:16 EDTALTR, VAR, TER, SYK, ZZ, SNDK, NE, NFLX, LRCX, JEC, CCI, AAPL, AMGN, WDCCompanies reporting After the Market Close on Wednesday, January 23
Notable companies reporting after the closing bell on Wednesday include Altera (ALTR), Amgem (AMGN), Apple (AAPL), Crown Castle International (CCI), Jacobs Engineering Group (JEC), Lam Research (LRCX), Netflix (NFLX), Noble (NE), SanDisk (SNDK), Sealy (ZZ), Stryker (SYK), Teradyne (TER), Varian Medical Systems (VAR), and Western Digital (WDC).
Check below for free stories on ALTR;AMGN;AAPL;CCI;JEC;LRCX;NFLX;NE;SNDK;ZZ;SYK;TER;VAR;WDC the last two weeks.
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July 8, 2014
16:00 EDTNFLX, AAPLOptions Update; July 8, 2014
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13:46 EDTLRCXLam Research sees 2014/15 average gross margin 45% with WFE about $32B
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13:40 EDTLRCXLam Research says committed to returning capital to shareholders
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13:39 EDTLRCXLam Research sees 2014/15 average EPS $4.65-$5.25 with WFE about $32B
If WFE is about $32B, Lam Research sees its 2014/2015 average non-GAAP EPS to be $4.65-$5.25 on revenue of about $5.1B. FY14 consensus for EPS and revenue are $4.40 and $4.6B, respectively, according to First Call. If WFE is about $32B, Lam sees its 2016/2017 average non-GAAP EPS $5.50-$6.25 on average revenue of about $5.6B. If WFE is about $36B, Lam sees its 2016/2017 average non-GAAP EPS $6.50-$7.50 on average revenue of about $6.3B. Lam's financial model presented during its analyst day meeting.
13:23 EDTLRCXLam Research says achieving previous financial model ahead of schedule
Previous 2013/2014 financial model called for revenue of $4.1B, non-GAAP gross margin ~45%, operating income ~17%. Sees FY14 WFE spend $32B +/- $1B. FY14 revenue consensus is $4.6B. Says "feels good" about market share momentum.
13:12 EDTAAPLGT Advanced's sapphire screens likely in both new iPhones, says Stifel
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12:48 EDTNFLXOn The Fly: Midday Wrap
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12:40 EDTLRCXLam Research says 'positioned to accelerate' 2014 outperformance
Inflections are creating SAM and market share growth opportunity, the company said.
12:23 EDTLRCXLam Research sees CY14 cash from operation about $1B
Lam sees operating income growth outpacing revenues by 2x in CY14 and sees approximately equivalent revenue performance in the first and second halves of the calendar year. Lam sees the wafer fabrication equipment market to be stronger in 2015 than in 2014. Comments from Lam Research's analyst and investor meeting.
11:42 EDTAAPLUber poaches Apple's Chris Blumenberg, The Information reports
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10:29 EDTNFLXNetflix mentioned cautiously in a Seeking Alpha blog
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10:24 EDTAAPLApple could be impacted by Chinese subsidy cuts, says UBS
09:38 EDTWDC, WDCSeagate and Western Digital checks cautious at CLSA
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09:36 EDTAAPLActive equity options trading on open
Active equity options trading on open according to Track Data: AAPL TSLA TWTR GILD EXXI FB MGM
09:36 EDTAAPLApple to invest $55M in North Carolina solar farm, Hicorky Record reports
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08:45 EDTNFLXNetflix price target raised to $505 from $470 at RW Baird
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08:25 EDTLRCXLam Research unveils 3D NAND, atomic-scale processing products
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07:35 EDTTER, LRCXUBS to hold meetings at SEMICON West
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07:34 EDTAAPLLeak points to sapphire screen for 4.7" iPhone 6
A newly posted YouTube video supposedly shows the screen that will be used in Apple's (AAPL) upcoming 4.7" iPhone 6 and claims that the part confirms that the smaller new model will have a sapphire display, not Gorilla Glass from Corning (GLW). The video adds that the existence of the part dispels rumors that only the larger, 5.5" iPhone 6 would feature a sapphire display. Note that Apple has a sapphire contract with GT Advanced Technologies (GTAT). Reference Link
06:09 EDTSNDKDRAM and NAND flash chip supplies to fall short of demand in 2H14, DigiTimes say
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