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FLEX

5 May 2016

Miscellaneous Earnings Call Notes 5.5.16

by Scott Krisiloff | posted in: Notes | 0

Colgate-Palmolive (CL) Ian M. Cook on Q1 2016 Results Sentiment not all doom and gloom in China “I have to say, having just returned from Latin America and India and China, the consumer that you see on the ground, the … Continued

ARCC, BABA, CL, CMI, ETSY, FLEX, JEC, MTCH
4 Feb 2016

Miscellaneous Earnings Call Notes 2.6.16

by Scott Krisiloff | posted in: Notes | 0

Amazon.com (AMZN) Management on Q4 2015 Results Brian Olsavsky Distribution partners have not been able to handle all the capacity that we need at peak “what we’ve found is in order to serve – properly serve our customers at peak. … Continued

AMZN, CL, FLEX, HON, MAT, MSFT, RL, URI
22 Oct 2015

Miscellaneous Earnings Call Notes 10.22.15

by Scott Krisiloff | posted in: Notes | 0

Advanced Micro Devices’ (AMD) CEO Lisa T. Su on Q3 2015 Results Not anticipating that Windows 10 will drive PC refresh “While we are not anticipating Windows 10 will drive a dramatic near-term PC refresh cycle the continued adoption of … Continued

ACE, AMD, DHR, FLEX, HA, HAS, KMB, KMI, KSU, STI, TXN, YHOO, ZION
27 Jul 2015

Flextronics FY 1Q16 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

Rebranding, renaming “We are shortening our name from Flextronics to Flex to signify that our business continues to evolve past the boundaries and confines of electronics alone. Our new tagline, Live Smarter, highlights our belief that all devices are becoming … Continued

FLEX, Manufacturing, Technology
30 Apr 2015

Flextronics FY 4Q15 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

hardly pay taxes “Our adjusted income tax rate for the quarter was 11.8% and our adjusted income tax rate was 10.1% for the year which ended up at the high end of our guided range of 8% to 10%.” Still … Continued

FLEX, Manufacturing, Technology
29 Oct 2014

Flextronics FY 2Q15 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. Full transcripts can be found at Seeking Alpha Continue to see the … Continued

FLEX, Manufacturing, Technology
30 Apr 2013

Flextronics 1Q13 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. The quotes are generally pieces of information that I find interesting or … Continued

FLEX, Manufacturing, Technology

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