Loving it when a Qualcomm plan comes together

Loving it when a Qualcomm plan comes together
by Don Dingee on 07-22-2016 at 4:00 pm

Corporate layoffs are always a touchy subject. I think that’s because there is skepticism that one round of layoffs can turn into two, then if business still doesn’t improve the spiral accelerates into more rounds. Too many rounds indicate management didn’t really have a clue what was going on in the business, instead trying to … Read More


Mentor 2Q Results

Mentor 2Q Results
by Paul McLellan on 08-21-2015 at 7:00 am

Image RemovedSo it was Mentor’s turn yesterday after Synopsys on Wednesday. And yes, it really is the end of their second quarter. They produced some very good results. As Wally opened:The second quarter of fiscal 2016 was one of record for Q2. We substantially exceed our own expectations was revenue of $281.1 million andRead More


Synopsys Earnings Call

Synopsys Earnings Call
by Paul McLellan on 05-27-2015 at 12:00 am

Image RemovedSynopsys had their earnings announcement and call last week. They were good. In Aart’s own words:I’m happy to report that our second quarter results were very strong and solidify our outlook for the full year. We delivered revenue of $557 million, non-GAAP earnings per share of $0.68 and $155 million in operationRead More


Mentor 2014 Results

Mentor 2014 Results
by Paul McLellan on 02-27-2015 at 7:25 pm

Image RemovedYesterday Mentor announced their quarterly results. Since their financial year is not aligned with the calendar year, this was also the end of their fiscal 2015. The quarter was an all-time record with revenues of $439M and (non-GAAP) EPS of $1.09. The year was also an all-time record with revenues of $1.24B and EPS… Read More


Synopsys Earnings Call Q1 2015

Synopsys Earnings Call Q1 2015
by Paul McLellan on 02-20-2015 at 7:00 am

Image RemovedSynopsys announced their results yesterday. Their 2014 already ended, this is the end of their fiscal first quarter. On the call were Aart, one of Synopsys’s two co-CEOs, the other being Chi-Foon Chan; and Trac Pham, the new CFO on his first earnings call.

Synopsys’s results were good. A quick look at the results. Revenue… Read More


Earnings Calls: Behind the Scenes

Earnings Calls: Behind the Scenes
by Paul McLellan on 02-19-2015 at 7:00 am

Image RemovedLast weekend I wrote about the Applied Materials earnings call. And over the last couple of years I’ve written about lots of other earnings calls. Most people have never been on an earnings call, I mean in the conference room where the call is being conducted, not just listening. So I thought it might be interesting to… Read More


Synopsys Q4 Earnings

Synopsys Q4 Earnings
by Paul McLellan on 12-06-2014 at 11:02 am

Image RemovedSynopsys announced their earnings a couple of days ago. This is actually also the end of their fiscal year. They had quarterly earnings of $539M meaning that they did just over $2B for the year. Their guidance for fiscal 2015 is revenue between $2.185B to $2.225B. They said that about 80% of that revenue is already in … Read More


Xilinx and Altera’s Summer At The Beach

Xilinx and Altera’s Summer At The Beach
by Ed McKernan on 10-28-2011 at 11:01 am

Image RemovedThe “old saw” is “To Sell in May and Go Away.” It’s a Maxim that particularly applies to semiconductor stocks as they typically drop from a post April earnings peak through the summer doldrums to a late September nadir only to be revived in the prelude of October earnings. It has happened again this year, although the … Read More