Steve Sanghi – Microchip Technology, Inc. End market breakdown “Based on fiscal year 2017 results, our largest market is industrial, with 35% of our business in this market. The second-largest market is automotive, with 25% of our business. Then comes … Continued
Jeff Immelt – Chairman and CEO No much change outside the US “we haven’t really seen much change so far. I think if I took it by segment, the Affordable Care Act is getting the most, I would say both … Continued
Texas Instruments (TXN) Q4 2016 Results David Pahl – VP and Head of IR Industrial improvement continued “Revenue for the fourth quarter increased 7% from a year-ago, as demand for our products remained strong in the automotive market. The improvement … Continued
Murthy Renduchintala – President, Client and Internet of Things Businesses and Systems Architecture Group, Intel Corporation Left QCOM for INTC ” I spent 12 really enjoyable years at Qualcomm. It was a great company to work for. I learnt a … Continued
Taiwan Semiconductor Manufacturing’s (TSM) CEO Mark Liu on Q2 2016 Results Silicon content in smartphones continues to increase “This silicon content increase is driven by increasing adoption of innovative smartphone features, such as dual camera, security sensing, augment reality, virtual … Continued
Results impacted by continued weakness in PC “op line results were primarily impacted by continued weakness in the PC segment and the mobile qualifications we discussed last quarter. With recent data points indicating some improvement in channel pricing, an expectation … Continued
Mark Mondello Current decline in demand is more acute than in past years ” the current decline in demand we’ve seen in existing products is more acute than in past years, thereby amplifying the negative impact to the earnings this … Continued
Best Buy (BBY) Hubert Joly on Q1 2017 Results Delivered better than expected flat comps “In our domestic business, we delivered better-than expected, essentially flat comparable sales, versus our guidance of 1% to 2% decline. Contributing to these better-than expected … Continued
QUALCOMM (QCOM) Steven M. Mollenkopf on Q2 2016 Results Derek K. Aberle – President Reducing estimates for device shipments “We are adjusting our estimate of calendar 2016 global 3G/4G device shipments to 1.625 billion to 1.725 billion devices, with year-over-year … Continued
Brian M. Krzanich – Chief Executive Officer & Director Evolving from a PC company to one that powers the cloud “We are evolving from a PC company to a company that powers the cloud and billions of smart connected and … Continued