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TECHNOLOGY

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Keyword
Ticker Symbol
Title Date
Synaptics CQ1 '17 Results: TDDI Sales Again Miss Our Model, TDDI Share Loss Likely Starting in CQ2 '17 Apr 28, 2017
Synaptics to Report CQ1 '17 Results: Concerns Mounting, Our 2H CY '17 Estimates Well Below Consensus Apr 27, 2017
Netgear CQ1 '17 Results: NG EPS Guide Well Below Consensus; Margins Compress as Competitive Dynamics Intensify Apr 27, 2017
Netgear to Report CQ1 '17 Results: Largest End Market Contracting and Crowding Apr 26, 2017
AMS Doubles 2017 Capex Plan, Now > 5x Larger Than Himax' 2017 Capex Budget Apr 26, 2017
FNSR: Price Target Attained - Removing From Our Idea Generation Framework Apr 24, 2017
AU Optronics' CQ1 '17 Sales Marginally Above Our Estimate; Positives Thinning Out from CQ2 '17 Onward Apr 19, 2017
TSMC Flags "Quite Severe PC Inventory Adjustment"; AMD's Ryzen Rankings Further Deteriorate Apr 17, 2017
Applied Opto Raises CQ1 '17 Guide Although Magnitude Less Than Recent Periods, Sustainability Concerns Unchanged Apr 13, 2017
Hikvision CQ1 '17 Sales Below Consensus, A/R DSO to Post Recession High, DOI Up Again Apr 13, 2017
CQ1 '17 PC Units Marginally Below Our Estimate, Price Hikes to be a "Much Bigger Problem" Prospectively Apr 12, 2017
AMD Loses CPU Share on Steam in First Month of Ryzen Availability Apr 07, 2017
Scope for First Ever Decline in China's 4G LTE BTS Installations Apr 04, 2017
Huawei Raw Material Up Again, Payments to Suppliers Down, R&D Highlights Silicon Optics Apr 03, 2017
We Add Applied Opto to Our Idea Framework: Sailing Potentially Less Smooth as 40Gbps Demand Drops, 100Gbps Supply Increases Mar 30, 2017
Console Gaming Headwinds Continue as Ryzen Inputs Remain Underwhelming Mar 27, 2017
Apple Pushing Further into Video Content Creation, Editing and Distribution Mar 22, 2017
Negligible Momentum Detected for Ubiquiti's AmpliFi Home WiFi Systems Mar 20, 2017
Scope for AMS to Target Apple's 3D Sensing with In-House VCSEL's and In-House Optical Packaging Mar 17, 2017
Scope for Samsung Developments to Place Strain on Our Below Consensus SYNA Estimates Mar 16, 2017
AUO: February Sales Above Our Estimate, Demand / Supply Risks Loom Mar 15, 2017
Finisar FQ3 '17 Results: Headwinds Afflict the Other ~ 90% of Sales as Record Capacity Addtions Continue Mar 10, 2017
Finisar to Report FQ3 '17 Results: Gross Margin Estimates 2 SD's Above Mean as Capacity Adds Continue and Products Crowd Mar 09, 2017
Marvell FQ4 '17 Results: Further Gross Margin Progress, Further SSD Controller Share Gains Mar 03, 2017
AMD's Ryzen Day 1: Problematic Misfire on Gaming, Intel Holds 4 of Top 5 CPU Spots on Amazon post Ryzen Release Mar 03, 2017
Competitive Responses Begin Ahead of AMD's Ryzen / Vega Launches Mar 02, 2017
Ambarella FQ4 '17 Results: Share Loss in Existing Core Markets Problematic as Presence in Aspirational Markets Appears Far From Secure Mar 01, 2017
Ambarella to Report FQ4 '17 Results: Notable GoPro Differences vs. 2016; Home IP Cams Likely Face At Least Seasonal Pressure Feb 28, 2017
ACIA: Price Target Attained - Removing From Our Idea Generation Framework Feb 27, 2017
Acacia CQ4 '16 Results: Weak Guide With or Without Adva, We Believe ZTE is the Next Problem Feb 24, 2017
Acacia to Report CQ4 '16 Results: Largest Customers at Multi-Year DOI Highs; DCI Refreshes Pending from Non-ACIA Vendors Feb 23, 2017
Arista CQ4 '16 Results: Microsoft Contribution Well Above Plan, Sales Growth ex-Microsoft Slows For 3rd Straight Year Feb 17, 2017
Himax to Report CQ4 '16 Results: DDIC Share Pressure the Next Problem Feb 15, 2017
AUO: Excellent CQ4 '16 results, But, China Inventory Up and Panel ASP's Decelerating Prior to Sustained Industry Capacity Additions Feb 14, 2017
UBNT: A Number of Cautionary Inputs During a Quarter in Which Ubiquiti Dismissed Their Audtior Feb 10, 2017
Ubiquiti to Report CQ4 '16 Results: WISP 802.11AC Demand Remains Tepid, Hopeful for Discussion of Latest Legal Development Feb 09, 2017
Netgear CQ4 16 Results: Sales Up, Receivables Up, Channel Inventory Up, Guide Down Feb 08, 2017
GoPro CQ4 16 Results: Sales Miss, Balance Sheet Inventory Up, Excess Hero5 Channel Inventory, Well Below Consensus Guide Feb 03, 2017
Reducing SIMO Estimates, But Full Range of Concerns Not Yet Reflected Feb 02, 2017
First Look at Oclaro's CQ4 '16 Results: Capex Guided Up, GM Guided Down, Sales Guided to Slow Feb 01, 2017
AMD CQ4 '16 Results: Material Line Item Volatility with Another Multi-Year High in Channel GPU's, Intel's View the Next Input Feb 01, 2017
AMD to report CQ4 16 Results: Game Consoles NT Focus, Intel's Pending CMD May Inform on Competitive Response(s) Jan 31, 2017
Synaptics CQ4 '16 Results: TDDI Sales Sharply Miss Our Model, Risks Mount on Samsung / China / Apple Jan 27, 2017
Synaptics to Report CQ4 '16 Results: NT Consensus Est's Confusing, We Do Not Expect Much Help from Samsung FP Sensors Jan 26, 2017
Xilinx CQ4 16 Results: Sales Marginally Better, but Advanced Products Slow Sharply; 2nd Spike in A/R DSO in 4 Quarters Jan 26, 2017
Xilinx to Report CQ4 16 Results: Multiple at 10 year high as Communications Slows, AI Landscape Unsettled Jan 25, 2017
First Look at SIMO's CQ4 '16 Results: CQ4 '16 Quality Low, CQ1 '17 Guidance Well Below Consensus Jan 24, 2017
OCLR: Another Look at Gross Margin: Benefit from 100Gbps Mix Had Already Softened Materially in CQ3 '16 Jan 20, 2017
Oclaro Marginally Raises Sales Guide as Peer Notes CY 17 Procurement Cut from Huawei; Operating Model Unsustainable Jan 19, 2017
TDDI Unit Aspirations from Synaptics + Focaltech Sum to > 100% of the CY '17 TDDI Unit Market Jan 19, 2017
GameStop's FQ4 '17 Guide Cut Follows TSMC's Sharply Lower CQ4 '16 Consumer Sales Jan 17, 2017
INTC: Removing From Our Idea Generation Framework Jan 13, 2017
AMD: TSMC's CQ4 '16 Consumer Segment Perhaps Problematic, CQ4 '16 PC Units Largely a Non-Event Jan 13, 2017
SYNA: Sustaining 70% TDDI Share Implies Scope for 2H CY '17 TDDI Sales Decline, Samsung Share Risks Increase Jan 12, 2017
AMBA: GoPro Dynamics a Bit More Concerning Than We Thought, Concerns Extend Beyond GoPro Jan 11, 2017
We Add Advanced Microdevices to Our Idea Framework: Transition from "It Could be Great" to "It Better Be Great" Looms Jan 09, 2017
Fingerprint Cards Secures First Design Wins at Samsung on NB PC's Dec 21, 2016
Neophotonics Cuts CQ4 '16 Sales Guide, Raises CQ4 '16 Opex Guide on CFP-DCO Launch Dec 20, 2016
FINGB: Price Target Attained - Removing From Our Idea Generation Framework Dec 14, 2016
China's Optical Market Slows by ~ 800bps in CQ3 '16; ZTE Loses Share Globally Dec 14, 2016
Ubiquiti's Auditor the Latest Departure; A/R DSO of Ubiquiti's Largest Customer Well Above Standard Credit Terms Dec 12, 2016
Finisar FQ2 '17 Results: CY '16 Was Outstanding, but Margin Compression and Growth Deceleration Loom Dec 09, 2016
Fingerprint Cards Cuts CY '16 Guidance, Guides CY '17 EPS Below Consensus Dec 08, 2016
We Add Finisar to Our Idea Framework: Tougher From Here, as Problematic Industry Inputs Continue Dec 08, 2016
Ambarella FQ3 '17 Results: Exposure to Volatile and Short Cycle Consumer End Markets is Increasing, Not Decreasing Dec 02, 2016
Cambium Directly Targets Ubiquiti's WISP Installed Base with ePMP Elevate Dec 01, 2016
Ambarella to Report FQ3 '17 Results: Movidius' Win at Hikvision Caps a Series of Problematic Inputs Nov 30, 2016
Marvell FQ3 '17 Results: Gross Margin Progression Accelerates, SSD Sales Imply Marvell Has Regained Merchant Lead Nov 18, 2016
Marvell to Report CQ3 '16 Results: We Are More Interested in the Pending Analyst Day Nov 17, 2016
Cisco's Service Provider Orders Decline Matches Sharpest Decline Since the 2008 / 2009 Recession Nov 17, 2016
Netgear CY '16 Analyst Day: Underwhelming New Product, Cut to Forecasted CAGR in Web Managed Switching Nov 16, 2016
Updating HIMX Estimates: We Believe Premium Valuation Will Prove Difficult to Sustain Given Challenging Growth Outlook Nov 15, 2016
Acacia CQ3 '16 Results: Sales to Adva and ZTE ~ 2.5x Faster than 100G Port Growth, Sales ex-Adva and ZTE Slow Notably Nov 11, 2016
HIMX: First Look at CQ3 '16 Results: Hololens Expectations Slashed, AMOLED DDIC at Samsung Shelved Nov 10, 2016
Acacia to Report CQ3 '16 Results: Component Narrative Remains, But Cautionary Inputs Spreading Nov 10, 2016
Himax to Report CQ3 '16 Results: Ahead of Results, Consensus Forward Estimates Again Move Appreciably Lower Nov 09, 2016
NTGR: Lowest Retail Segment Operating Margin On Record as Discounts Spread to Arlo Cameras Nov 08, 2016
First Look at UBNT CQ3 '16 Results: First Two Quarters Under New Chief Accounting Officer Strongly Resemble Those Under the Former CFO Nov 04, 2016
GoPro CQ3 '16 Component Inventory Increases ~ 4x Q/Q, CY '16 Guidance Cut Nov 04, 2016
FFIV: Price Target Attained - Removing From Our Idea Generation Framework Nov 04, 2016
Pre-Holiday Dynamics Concerning at Both GoPro and DJI Nov 03, 2016
Oclaro CQ3 16 Results: Capex Again Revised Higher, Model Leverage Joins Our CY '17 Concerns Nov 02, 2016
Oclaro Will Report FQ1 ’17 Results Post the Close Nov 01, 2016
Silicon Motion Outshipping Hynix' MCP's while Hynix Depletes NAND Inventory Create Scope for 1H CY '17 Challenges Nov 01, 2016
Synaptics CQ3 16 Results: Gross Margin Collapses Ahead of CY '17 Risks Oct 28, 2016
First Look at SIMO's CQ3 '16 Results: Seeking Clarity on Loan Required for Unwind of Intercompany Transactions Oct 28, 2016
F5 CQ3 '16 Results: Strongest Q/Q Product Growth in 5 Years, Product Cycle Tailwinds Loom Oct 27, 2016
Netgear CQ3 '16 Results: Revenue Quality Again Suspect, Gross Margin Compression Tough to Square with Seasonal Trending Oct 27, 2016
Silicon Motion to Report CQ3 '16 Results: Current Supply / Demand Tightness and Competitive Pressures Key Risks into CY '17 Oct 27, 2016
Optical: Adva Guides CQ4 '16 Sales Well Below Consensus; Continued Softness at Nokia and Infinera Oct 27, 2016
Netgear to Report CQ3 '16 Results: Retail Compares Progressively Tougher as WiFi Category Crowds Oct 26, 2016
II-VI's Optical Bookings and Sales Both Decline Sequentially Oct 26, 2016
F5 to Report CQ3 '16 Results: Some Positive Inputs Emerging, CQ4 '16 Estimates Remain Above Consensus Oct 25, 2016
Axis' First Y/Y Decline in Video Sales In Over a Decade; Hikvision's Inventory Grows ~ 3x Faster Than Sales Oct 21, 2016
Xilinx CQ3 16 Results: Backlog Down for 3rd Straight Quarter, Attaining FY '17 Sales Guide Requires Best Quarter in > 5 Years Oct 20, 2016
Intel CQ3 '16 Results: DCG Sales to Miss Guidance for 4th Time in 6 Years, Balance Sheet Remains Concerning Oct 19, 2016
Xilinx to Report CQ3 16 Results: Consumption Headwinds Mount as Advanced Node Competition Escalates Oct 19, 2016
Intel to Report CQ3 '16 Results: Scope for PC's to Invert Back to Risk, We Remain Below Intel's CY '16 DCG Guide Oct 18, 2016
XLNX: Adjusting CQ3 '16 Estimates; Altera's 14nm Stratix 10 Now Sampling Oct 17, 2016
DLink Q3 16 Sales Miss; Netgear and Ubiquiti Prices Below List Oct 13, 2016
One Month After ZTE Warned of Difficult 2H CY '16, Ericsson Guides CQ3 '16 Sharply Below Consensus Oct 12, 2016
AUO's CQ3 '16 Sales Marginally Above Our Estimates; Panel Pricing Momentum Starting to Wane Oct 12, 2016
FINGB: Share Pressures Mount as Smartphone Saturation Looms Oct 07, 2016
Dialog Raises CQ3 '16 Guide: Heightened Supply Chain Volatility Near Term, Probable Apple Share Gains Intermediate Term Oct 06, 2016
Home Mesh WiFi Category Crowds Further as Netgear's Arlo Compares Grow Progressively Tougher Oct 05, 2016
Adjusting OCLR FY '17 Estimates Post Secondary and Peer Inputs, Remain Below Consensus Oct 04, 2016
Parrot Cuts Outlook on Mid-Range Drone Market Pricing Pressure Sep 26, 2016
FINGB: Valid Interest From a Company 20% Smaller Appears Low Probability Sep 22, 2016
INTC: Estimates Higher on PC Channel Stocking, But Quality Suspect Sep 19, 2016
SIMO: Softer China Smartphone Inputs, While Apple Keeps the NAND Market Tight Sep 15, 2016
Softer China Smartphone Inputs, Our 2H CY '16 Estimates (FINGB) Remain Below Consensus Sep 14, 2016
Synaptics Unable to File Form 10K On Time Aug 26, 2016
ZTE's Carrier Networks Sales Slow Sharply, Inventory Jumps, 2H Outlook Cautious Aug 26, 2016
We Add Acacia Communications to Our Idea Framework: ZTE Now Squarely in Estimates, Market Cap Implies / Requires Tier One Penetration Aug 25, 2016
Silicon Motion's Largest eMMC Customer Now Mass Producing UFS 2.1 with Internally Sourced Controllers Aug 22, 2016
We Add AU Optronics to Our Idea Framework: Brief Respite Now, More Chinese Capacity and OLED Threats Later Aug 19, 2016
Cisco's 2nd Consecutive Decline in Router Sales, Service Provider Orders Turn Negative Aug 18, 2016
Intel's Project Alloy Another Non-Himax Based Alternative for AR / VR Consumption Aug 17, 2016
Acacia's Results Appear a Lot Closer to In-Line Normalized for ZTE; CFP-DCO Traction in North America a Risk to CFP2-ACO Aug 12, 2016
Himax CQ2 '16 Results Initial Look: Poor Quality Heightens Near Term Estimate Risk Aug 11, 2016
China Mobile's 4G LTE and Transmission Capex Poised for 2H CY '16 Declines Aug 11, 2016
July 2016 PC Channel Sales Broadly Below Seasonal Amidst Cautionary Server Inputs Aug 10, 2016
Soft DDIC Outlook From A Second Key Foundry as AMOLED DDIC Competition Escalates Aug 09, 2016
Ubiquiti CQ2 '16 Results: Curious Spike in WISP Sales to South America, Sequential Momentum Fading as Inventory Days Jump Aug 05, 2016
Arista CQ2 '16 Results: Microsoft Tailwinds to Fade, White Box Headwinds to Mount, Margin Compression Likely Aug 05, 2016
Ubiquiti to Report CQ2 '16 Results: Later Innings on UniFi Refresh as R&D Spend Atrophies Aug 04, 2016
Arista to Report CQ2 '16 Results: Key Cloud Customers Implied 2H Capex Spend Below Seasonal Aug 04, 2016
For the 6th Consecutive Quarter, FiberHome's Inventory Growth Comfortably Exceeds Sales Growth Aug 04, 2016
Oclaro CQ2 '16 Results: China 100G Port Growth Outlook Down, Capex Sharply Up Aug 03, 2016
Oclaro to Report FQ4 16 Results: Narrative Likely Reiterated, But Cracks Emerging Aug 02, 2016
Xilinx CQ2 16 Results: Highest Turn Fill in Nearly 3 Years Required; Huawei Displacing IDTI with Internal ASICs Worth Noting Aug 02, 2016
FINGB: Pre-Dating Looming Headwinds, FPC's 1H CY '16 Sales Undershoot the Consensus by ~ 800bps Aug 01, 2016
Synaptics CQ2 16 Results: Sales to Samsung Collapse, Qualitative Guide Again Aggressive Jul 29, 2016
Amidst "Sold Out" Optical Components, Infinera's Bookings Drop Sharply on Excess Systems Inventory Jul 28, 2016
Marvell FQ1 '17 Results: First Double Digit Networking Growth in over 5 Years, Recouping SSD Controller Share Jul 28, 2016
Netgear CQ2 '16 Results: Channel Stocking Aids CQ2 Sales, Guide Well Below Seasonal Jul 28, 2016
Xilinx to Report CQ2 16 Results: Prior to China Slowing, Altera Appears to Have Gained PLD Share in 1H CY '16 Jul 27, 2016
Netgear to Report CQ2 '16 Results: Elevated Insider Selling As Home WiFi Competition Mounts Jul 27, 2016
LLTC: Thesis Invalidated - Removing From Our Idea Generation Framework Jul 27, 2016
We Add Silicon Motion to Our Idea Framework: Scope For One or More Recent Tailwinds To Invert to Headwinds Jul 27, 2016
Linear to Report CQ2 '16 Results: We Model a Seasonal CQ3 '16 as Linear Returns to Shipping Above Consumption Jul 26, 2016
Check Point CQ2 '16 Results: Low Quality Results, Guide Below Consensus With our Without Deferred Impact Jul 26, 2016
Check Point to Report CQ2 '16 Results: Above Seasonal CQ3 '16 Required Jul 25, 2016
Maxim CQ2 '16 Results: Distribution Inventory Jumps to Post-Recession High, Automotive Slows Jul 22, 2016
Fingerprint Cards to Report CQ2 '16 Results: Softer Key Customer Demand and China Pull-Ins are 2H Risks Jul 21, 2016
Intel CQ2 16 Results: 2H CY '16 Data Center Risks, Balance Sheet Again Deteriorates Jul 21, 2016
F5 CQ2 '16 Results: Targeted Installed Base is ~ 70% Larger Now vs. the Prior Product Refresh Cycle Jul 21, 2016
F5 to Report CQ2 '16 Results: Compares Progressively Ease as Product Introductions and Refreshes Commence Jul 20, 2016
SMCI: Price Target Attained - Removing From Our Idea Generation Framework Jul 20, 2016
Marvell FQ4 '16 Results: Transitioning From Defense to Offense, Increasing Fair Value Jul 20, 2016
Ericsson CQ2 '16 Results: First Y/Y Sales Decline in China in 3 Years; Inventory Days to 4 Year High Jul 19, 2016
Super Micro Cuts CQ2 '16 Guide: 3rd Miss in 4 Quarters, Sharpest Cut Since Recession Jul 19, 2016
Himax' DDIC Test Vendor ChipMOS Cuts 2H CY '16 Sales Guide on Small Panel DDIC Softness Jul 07, 2016
Western Digital's CQ2 '16 Sales Marginally Above Guide; Severe HDD Headwinds May Subside as Reorganization Moves to Completion Jul 07, 2016
Himax Updates CQ2 '16 Guide: Sales Below High-End of Guide Prior to Key End Markets Softening, Did LCoS Sales Miss? Jul 05, 2016
Multi-Sourcing Continues as Fingerprint Sensor Market Competitively Crowds Jul 01, 2016
Divergence Between Park Electro's PCB Materials and Xilinx' Comms Segment Widest Since Early CY '14 Jun 30, 2016
High End Smartphone Order Cuts Spreading Jun 27, 2016
ANET: ITC Rules Against Arista In '944 Case; Cisco Aggressively Questions US Manufacturing Workaround Jun 24, 2016
UBNT: Elevated Channel Inventories Suggest 2H CY '16 UniFi Risk Jun 24, 2016
Consumer WiFi Router Landscape at Best Buy to Crowd Further as Luma Joins Eero Jun 16, 2016
Synaptics' Fingerprint Sensor Share Loss At Samsung Begins; Problem Likely Expands to China Jun 15, 2016
HIMX: Augmented Reality The Key Selling Feature of Google's First Project Tango Smartphone Jun 10, 2016
F5's Installed Base Targeted for Refresh Is ~ 25% Larger vs. 2 years Ago Jun 09, 2016
F5 Reportedly Hires Advisors Following Takeover Approaches Jun 08, 2016
Netgear Loses Consumer WLAN Share For 3rd Consecutive Quarter; Insider Sales Hit 5 Year High Jun 08, 2016
Ambarella FQ1 '17 Results: Are We Sure Competitors Won't Seize on Sony Shortages? Jun 03, 2016
Fingerprint Cards's CEO Surprisingly Dismissed as Fingerprint Cards is Displaced at LG Jun 02, 2016
Consistent with Peers in Asia, Semtech Sees Weaker Base Station and Optical Demand Jun 02, 2016
Ambarella to Report FQ4 '16 Results: Hikvision's CQ1 Was Their Worst Quarter in 5 Years; CY '17 Estimates Remain Aggressive Jun 02, 2016
NTGR: Best Buy and NetApp CQ1 16 Results; Eero Home WiFi Distribution Expanding to Best Buy May 27, 2016
Google Looks to Eliminate Passwords; Samsung's Iris Scanning Tablet; China Tablet with Precise Biometrics and Synaptics May 25, 2016
XLNX: We Suspect Analyst Day Guidance Will Again Prove Optimistic; We View Acquisition Probability As Low May 25, 2016
Google's Daydream VR Does Not Appear Particularly Positive for Himax May 20, 2016
Cisco's Weakest CQ1 Routing + Switching Growth Since the 2008 / 2009 Recession May 19, 2016
Google Unveils Internally Developed ASIC for Machine Learning May 19, 2016
We Add Oclaro to Our Idea Framework: The Other Side of Capacity Constrained Is Generally Less Enjoyable May 18, 2016
We Add Himax Technologies to Our Idea Framework: Large Display Concerns Now, Concerns Elsewhere Later May 16, 2016
Taiwan IC Distribution Below Seasonal April Sales as Manufacturing PMI Softens May 11, 2016
FINGB SS: 2nd Largest Executive Shareholder Parts with 15% of His Equity May 11, 2016
Ubiquiti Networks: Post CQ1 '16 Financials The Outgoing CAO Did Not Sign, A New Consumer Division in Latvia May 10, 2016
XLNX: Nokia Guides CY '16 Networks Sales Down Y/Y; ZTE Weak CQ1 '16 as Inventory Days Jump May 10, 2016
Netgear CQ1 16 10Q: CQ1 '16 Results Lower Quality Than We Prior Thought, Key Commercial Segment Partners Struggled in CQ1 '16 May 09, 2016
Ubiquiti CQ1 '16 Results: Balance Sheet Weakens as Y/Y Contraction Spreads From Service Provider Sales to R&D Spend May 06, 2016
Arista to Report CQ1 '16 Results: Microsoft Tailwind to Headwind? May 05, 2016
Ubiquiti to Report CQ1 '16 Results: Steep Compare at Flytec, Pricing Softness in UniFi AP's May 05, 2016
Synaptics 10Q Review; FocalTech Ramping TDDI and On-Cell / In-Cell Touch in CQ2 '16 May 05, 2016
Intel Didn't Grow DCG Sales by 15% in 2015, and Inputs Continue to Appear Softer Now vs. Then May 04, 2016
Fingerprint Cards CQ1 '16 Results: If Mediatek Is Worried About a Weak 2H CY '16, Why Isn't Fingerprint Cards? May 04, 2016
CQ1 '16 Combined Arrow + Avnet Inventory Days: Largest Q/Q Increase in 10 Years; Fresh Post-Recession High May 03, 2016
Avnet Inventory Days Jump to 10 Year High, Components Results and Guide Well Below Seasonal May 02, 2016
SYNA CQ1 16 Results: Quarterly EPS Now Back to Pre-Validity and RSP Level; Materials Share Risks Remain Apr 29, 2016
SMCI CQ1'16 Results: Share Gains Continue to Require Free Cash Burn; Data Center Pricing Pressure Apr 29, 2016
Synaptics to Report CQ1 '16 Results: If Still Stand-Alone, We Focus to Apple's OLED Intent & 2nd FP Source at Samsung Apr 28, 2016
Netgear CQ1 '16 Results: Several Unsustainable One-Offs; Retail Segment Marginally Undershoots, Set to Slow Notably Apr 28, 2016
Xilinx CQ1 '16 Results: CQ2 '16 Guidance Soft; Estimates Down, Risk Up Apr 28, 2016
FINGB SS Earnings Preview: We Have Already Seen Competitive Displacements; Focus NT to Divergence w/ Module Vendors Apr 27, 2016
XLNX Earnings Preview: Did Altera Gain Material Share in CQ1 16?; Secular Challenges Beyond 1H CY '16 Apr 27, 2016
SYNA: May 2016 Options Activity Muted vs. April Activity Apr 27, 2016
NTGR Earnings Preview: Price Declines in Key Products, Very Difficult Best Buy Compares Apr 27, 2016
LLTC Q1'16 Review: Auto Risks as China's 2015 Tax Cuts Expire, China's EV Subsidiy Cuts Loom, BMS Competition Materializes Apr 26, 2016
XLNX: Ericsson Weak CQ1 16 Before China Rolls Over; Inventory Days Jump Apr 25, 2016
Risks to Intel's Share Mounting; Intel + AMD Inventory Days Back to Post Recession High Apr 22, 2016
FINGB SS/SYNA: CQ1 '16 Divergence b/t CrucialTec and Fingerprint Cards; Additional Wins for Qualcomm, Goodix, EgisTec Apr 21, 2016
FFIV Q1'16 Results: More Aggressive Share Repurchase Lifts EPS, Multiple Product Initiatives Loom Apr 21, 2016
FFIV Earnings Preview: Peak Anxiety, Trough Valuation Apr 20, 2016
INTC CQ1 '16 Results: CQ2 '16 DCG Sales Down Y/Y Again Suggests Risk to Annual DCG Target; Inventory Ex-ALTR Again Increases Apr 20, 2016
INTC Earnings Preview: Executive Departures Material, PC MPU Shipments Set to Comfortably Outpace PC Units Apr 19, 2016
LLTC Earnings Preview: Relevant Cautionary Inputs Across Auto, Comms and Industrial Apr 19, 2016
ANET: Applied Opto's Guide Cut Worth Noting Given Microsoft Exposure Apr 19, 2016
Super Micro Cuts CQ1 '16 Sales Guide: 2nd Cut in 3 Quarters, 3rd Miss to Guide Mid-Point in 5 Quarters Apr 15, 2016
The Latest "China Interest" Installment Intersects Reports of Apple OLED Adoption in 2017 Apr 15, 2016
The Latest "China Interest" Installment Intersects Reports of Apple OLED Adoption in 2017 Apr 15, 2016
Juniper’s CQ1 ’16 Guidance Cut Not a Great Input, But Recent F5 Checks Constructive Apr 13, 2016
Juniper's Largest Sales Miss Since the Recession Follows Sharp Jump in Component Inventory Apr 12, 2016
WPG Holdings CQ1 ’16 Sales Well Below Seasonal and Below Guided Mid-Point Apr 11, 2016
FINGB / SYNA: Mediatek's MStar Subsidiary Licenses Precise's BioMatch Mobile; Elan Set to Ramp in CQ2 16 Apr 06, 2016
National Instruments Cuts Guide on Soft Industrial Post Anritsu's Cut on Base Station Slump Apr 05, 2016
China Carrier Capex: CY '16 Contraction Notably Worse Than Our Prior Estimates Mar 24, 2016
SMCI: We Add Super Micro to Our Idea Framework: Benefit From ASP's and Softlayer Waning, Competitors Focused to Share Gains vs. Margins Mar 18, 2016
XLNX: China Unicom Guides to CY '16 Capex Collapse as 4G LTE Spending Peak Passed Mar 16, 2016
XLNX: We Add Xilinx to Our Idea Framework: Forward Multiple Back to Peak as China's 4G LTE Procurement Moves Late Innings Mar 07, 2016
AMBA: FQ4'16 Review: Gross Margin Compression Begins, Our Biggest Estimate Cut is to IP Security Cameras Mar 04, 2016
AMBA Earnings Preview: Set Up Doesn't Seem Great In Either Direction, Focus to Gross Margin Commentary Mar 03, 2016
WLAN Competiton Mounts as Amazon Launch Pad Partner Eero Starts Shipping Home WiFi Mesh System Feb 24, 2016
NTGR 10K Review: At Least 50% Sales Growth and 86% A/R Dollar Growth to Best Buy During CY '15; Adjusting Estimates on Tax Rate Feb 23, 2016
ANET: Lowering FV Target: Narrow Beat Despite Microsoft, Opex Again Materially Below Plan Is Arguably Concerning Feb 19, 2016
ANET Earnings Preview: LinkedIn The Latest Cloud Operator To Embrace White Box Switching Feb 18, 2016
MRVL: CMU Settlement Another Incremental Positive: Elimination of Royalties Materially Outweighs Interest Income Feb 18, 2016
January 2016 NB ODM Sales: Top 3 Vendors See Worst M/M Decline Since Recession, By A Wide Margin Feb 16, 2016
INTC: Cisco FQ2 '16 UCS / Server Sales: First Ever Q/Q Decline During a FQ2, First Ever Y/Y Decline in Any Quarter Feb 11, 2016
UBNT: Quality Suspect Again as Sales to Flytec Up At Least 48% Q/Q, A/R Dollars to PW Batna Up 42% Q/Q Feb 05, 2016
FINGB SS: Lowering FV Target - CQ4 '15 Results: Last Year Guidance Was Raised by 50%; This Year the Low End Was Bumped Up Feb 05, 2016
SYNA CQ4'15 10Q Filing: Amkor Lawsuit Disclosed, Validity Contingent Consideration Down Again; Force Touch Competitors Out Ahead Feb 04, 2016
UBNT Earnings Preview: Late Innings of UniFi Product Transitions, WISP Related Headwinds Intensify From Here Feb 04, 2016
NTGR Earnings Preview: Peak Arlo Growth, Retail Outlet Contraction, Focus to Service Provider Cadence Feb 04, 2016
FINGB SS Earnings Preview:We Believe MWC Will Prove More Informative Than CQ4 '15 Results Feb 03, 2016
MRVL: External Pressure Arrives While Marvell Underships HDD Consumption Feb 03, 2016
IDTI: Target Attained - Removing Short From Our Idea Generation Framework Feb 03, 2016
SLAB Earnings Preview: We Believe Sustaining Premium Multiple For Inorganic Growth Will Prove Challenging Feb 02, 2016
IDTI CQ4'15 Results: Secular Slowing and Structural Pressures in Communications, Memory Interface More Challenging Prospectively Feb 02, 2016
IDTI Earnings Preview: Wireless Charging NT Wildcard, We Believe an Intermediate Term Comms Peak Looms Feb 01, 2016
SYNA: Synaptics CQ4 '15 Results: No Growth Before Samsung Multi-Sources Fingerprint Sensors and AMOLED Adoption Broadens Jan 29, 2016
SYNA Earnings Preview: Synaptics to Report CQ4 '15 Results: Growth Pressures Mount, We Believe Margins Pressures Next Jan 28, 2016
Semis: Avnet's CQ1 '16 Components Guide Well Below Seasonal, Highest Year-End Inventory Days Since 2008 Jan 28, 2016
TXN Earnings Preview: Above Seasonal Sales Required For Each Quarter of CY '16 Jan 27, 2016
CHKP Earnings Preview: Past The Billings Growth Peak, Scope For Below Consensus Margin Progression Jan 27, 2016
AMBA: Axis CQ4 '15 Results: Asia Pacific Sales Collapse on China, Inventory Days Spike Higher Jan 26, 2016
MXIM CQ4'15 Results: Highest Turns Required In Over A Decade, Risks Shift To Non-Consumer Beyond CQ1 '16 Jan 25, 2016
INTC: Nidec Cuts CQ1 '16 HDD TAM Outlook By ~ 1,200bps, Implies Steeper Q/Q TAM Decline vs. CQ1 '15 Jan 22, 2016
FFIV: F5 CQ4 '15 Results: 1H CY '16 Product Trough Appears Set to Outperform 1H CY '13 Product Trough Jan 21, 2016
SYNA: "State-Backed Chinese Group" Report Resurfaces: Insider Sales Were Noteworthy Last Time, Hurdles Remain Substantial Jan 21, 2016
MXIM Earnings Preview: Industrial Exposure Set to Decline, Samsung's Bio-Processor Set to Debut Jan 21, 2016
FFIV Earnings Preview: F5 to Report CQ4 '15 Results: Shares Within Throwing Distance of 2009 Trough Multiple Jan 20, 2016
INTC: Intel + AMD Combined Inventory Days Back Return to Historically Problematic Level Jan 20, 2016
LLTC Earnings Preview: Moving Past 14 Week Quarter; Sales Acceleration Required as ASP Stagnates Jan 19, 2016
ADI: Price Target Attained - Removing From Our Idea Generation Framework Jan 19, 2016
FINGB SS: Sony Omits Fingerprint Sensor in US bound Z5; Two More Precise BioMatch Licensees Jan 19, 2016
INTC CQ4'15 Review: CQ4 Balance Sheet Metrics Weakest Since Recession, 3rd DCG Sales Miss in 4 Quarters Jan 15, 2016
INTC Earnings Preview: If DCG Didn't Grow 15% in 2015, Unclear to Us Why It Will Happen in 2016 Jan 14, 2016
AMBA: GoPro Price Cuts Did Not Help, We Remind Hikvision Was Also Cutting Price Late in CQ4 '15 Jan 14, 2016
Scope For Incremental China Carrier Capex Pressure as Unicom & Telecom To Share 4G LTE Equipment Jan 14, 2016
MXIM: Meter Reader Sale To Silergy Potentially EPS Dilutive, Bio-Processors Remain A Notable Risk Jan 08, 2016
UBNT: Ubiquiti's WISP Product Struggles Continue; Competitive and Secular Pressures Mount Jan 06, 2016
FINGB / SYNA: Qualcomm's First Commerical SenseID Deployment, EgisTec Area Sensor Progress Jan 06, 2016
Semis: December 2015 Global Manufacturing Detail: US Manufacturing Deterioiration Remains Most Noteworthy Jan 05, 2016
FINGB / SYNA: Precise Biometrics Licenses to China's Largest Touch Controller and DDIC Vendor Dec 23, 2015
FINGB / SYNA: Precise Biometrics Wins Fingerprint Sensor Socket with Silead, Signs Another Chinese Licensee Dec 18, 2015
UBNT: Channel Frustration with UniFi WLAN Product Transitions; Brazil's 2nd Cut to Junk Worth Noting for CY '16 Dec 17, 2015
ADI / SYNA: Dialog Cuts CQ4 '15 Sales Guide Following Pegatron's Worst November Since 2008 Dec 15, 2015
FINGB SS: We Add Fingerprint Cards to Our Idea Framework: Software Industry Operating Margins Selling Fingerprint Sensors Not Likely To Last Long Dec 10, 2015
UBNT: One Year Removed From Last Major Distributor Addition, Ubiquiti Undergrows the Enterprise WLAN Market For the First Time Ever Dec 07, 2015
AMBA FQ3'16 Review: Are We Sure Drones in 2016 Aren't GoPros in 2015? Aggressive Assumptions Yield No FY '17 EPS Growth Dec 04, 2015
AMBA Earnings Preview: Unclear To Us Why FQ1 '17 Will Be Well Above Seasonal, We Question Sustaining Gross Margin Dec 03, 2015
MXIM: Caution on Top Line, Potential Caution on Opex, No Reference to Samsung LSI's Heart Rate Monitor Dec 02, 2015
ADI: We Add Analog Devices to Idea Our Framework: Apple FY '15 Base, Structural 4G LTE Declines Causes for Caution Nov 30, 2015
NTGR: We Add Netgear to Our Idea Framework: Significant Arlo Channel Stocking in 2015 Creates Challenges in 2016 and Beyond Nov 23, 2015
SYNA: 2015 Analyst Day: TDDI Forecast Cut, Share Loss Across All Segments, Estimate Risks Remain Nov 18, 2015
FFIV: We Add F5 Networks To Our Idea Framework: Multiple at 5 Year Low as Product Growth Acceleration Looms Nov 17, 2015
INTC / TXN: Compal's NB Unit Guide Even Worse Than Peers as "Market Demand Becomes Very Soft" Nov 12, 2015
INTC / TXN: Taiwan NB ODM Inventory Days Rise to Multi-Years High, Tawain PC OEM Inventory Days Hold Near Multi-Years Highs Nov 11, 2015
FEYE: Price Target Attained - Removing From Our Idea Generation Framework Nov 06, 2015
UBNT: Ubiquiti CQ3 '15 Results: "Saturation" and "Stocking the Shelves" Intersect Biggest Decline in R&D Spend on Record Nov 06, 2015
ANET Earnings Preview: Slowest Domestic Cloud Capex Growth in > 3 Years Nov 05, 2015
UBNT Earnings Preview: WISP Industry Pressures Set to Increase Meaningfully Nov 05, 2015
AMBA: Ambarella's Largest Distributor Guides CQ4 '15 Sales Down Q/Q, Again Below Seasonal, Again Below Consensus Nov 04, 2015
FEYE Earnings Preview: Risks to Sustaining Growth As Parabolic Opex Slows, Demand Normalizes and Competition Intensifies Nov 04, 2015
IDTI 10Q Review: Sell-INTO Uniquest Declines ~ 20% Q/Q, Fortuitously Offset By Hynix Appearing as > 10% Customer For The First Time Nov 03, 2015
UBNT FY '15 Proxy: Share Repurchases Since CQ2 '15 Appear to Exceed Domestic Cash, What Happened to the CTO? Oct 30, 2015
TXN / MXIM: Latest Report Would Require Mr. Templeton to Have Notably Changed His Thinking Oct 29, 2015
ANET: Broadcom's CQ3 '15 Ethernet Switch Sales Decline as Cloud Capex Hits a Soft Patch Oct 29, 2015
AMBA: GoPro's Sell Through Well Below Plan, Excessive Channel Inventory, All Time High Inventory Days Oct 29, 2015
IDTI: Cavium's Ramping Fusion-M Suggests Secular Risk Potential to IDT's SRIO Switches in CY '16 Oct 29, 2015
TXN / LLTC: Arrow CQ3 '15 Component Sales ~ 200bps Below Guide, Inventory Days Hold Near Post-Recession Highs Oct 28, 2015
AMBA: Qualcomm Competition Extends to IP Security Cameras Oct 27, 2015
IDTI CQ3'15 Review: Several Other Points in the Comms Supply Chain See 2H CY '15 Quite Differently Oct 27, 2015
MXIM CQ3'15 Review: 5th Revenue Miss in 6 Quarters Oct 26, 2015
IDTI Earnings Preview: Near Term Inputs At Best Mixed, Intermediate Term Growth Progressively More Challenging Oct 26, 2015
SYNA CQ3'15 Review: Downwardly Revised FY '16 Guide Suggests Lower Probability on GS7 Force Touch, Renesas Restructuring? Oct 23, 2015
CHKP Earnings Preview: In-Line Quarter and Guide From Fortinet Not Well Received Oct 23, 2015
TXN CQ3'15 Review: > 15% Customer in Analog a Risk for CQ1 '16 and CY '16, Opex More Noteworthy Than Sales Oct 22, 2015
SYNA Earnings Preview: Several Moving Pieces, Insider Selling Noteworthy Oct 22, 2015
AMBA: Hikvision CQ3 '15 Sales Again Below Consensus, DSO Rises, Gross Margin Declines Oct 21, 2015
TXN Earnings Preview: Above Seasonal Sales Modeled Through CQ1 '17, Inventory In Focus Oct 21, 2015
UBNT: Another Director and Audit Commitee Member Removes Himself from Ubiquiti's Board Oct 19, 2015
AMBA: Ambarella Announces New Drone SoC's as US Reportedly Set to Impose Mandatory Drone Registration Oct 19, 2015
SYNA: September 2015 Sales Well Below Seasonal, Scope for Continued CQ4 '15 Softness Oct 16, 2015
MXIM: Analog Devices' Reported Interest In a Lower Quality Asset At a Premium Valuation Confusing to Us Oct 15, 2015
UBNT: WISP Response to Ubiquiti's SunMax: "It Might As Well Have Been a Line of Pool Products" Oct 14, 2015
INTC CQ3'15 Review: Data Center Group To Miss CAGR Target for 3rd Time in 5 Years Oct 14, 2015
INTC Earnings Preview: We Believe PC Optimism Will Fade, Server Concerns Will Rise Oct 13, 2015
LLTC Earnings Preview: Unclear to Us Why All 4 Quarters of CY '16 Will Be Above Seasonal Oct 13, 2015
INTC: EMC CQ3 '15 Total Sales Below Consensus With or Without $100M in Unshipped Storage Products Oct 12, 2015
IDTI: In First Quarter Post Win2003 Server Suport Expiring, SuperMicro Cuts Guide For First Time in 3 Years Oct 09, 2015
INTC: CQ3 '15 PC Shipments Underwhelming Despite Lenovo Price Hikes, PC Build Momentum Softens Into CQ4 '15 Oct 09, 2015
LLTC / TXN: Global Manufacturing Detail for September 2015: US Manufacturing Data Arguably Most Concerning Oct 02, 2015
SYNA: If CFIUS Has Hung Up NXP over ~ 1% of RF Revenues, How Would Selling Fingerprint Authentication to China Fare? Oct 01, 2015
MRVL: Mobile Restructuring: Decent First Step, Base Business R&D Spend Should Be The Next Area Of Meaningful Cost Savings Sep 25, 2015
MRVL: We Add Marvell Technology to Idea Our Framework: E/V to Sales Needed Actions Sep 18, 2015
GPRO: Price Target Attained - Removing From Our Idea Generation Framework Sep 14, 2015
ANET: ITC Staff Favors Cisco in 944 Hearing with Presiding Judge a Former ITC Staff Attorney Sep 11, 2015
AMBA 10Q Review: Purchase Commits Down; AllWinner Added to Competitor Roster Sep 09, 2015
Semiconductor Industry Enters Y/Y Contraction; If Sustained, History Suggests Not A Great Time to Own Semiconductor Shares Sep 09, 2015
AMBA FQ2'16 Review: First Below Consensus Sales Guide On Record; Heightened Competition Likely Intersects Slowing Consumption Sep 02, 2015
AMBA Earnings Preview: Scope For Less Seasonal 2H CY '15 Trending; ISP's Unlikely to Sustain as Most Profitable Fabless Category Sep 01, 2015
10th Consecutive Month of Y/Y Contraction in Global Manufacturing PMI; US New Orders Deteriorate Sharply Sep 01, 2015
CQ2 '15 Server Units Below Seasonal Ahead of WinServer2003 Expiry, Gartner Suggests International Budgets Pulled Forward on Currency Concerns Aug 27, 2015
UBNT: As EM Currencies Collapse QTD, Cambium Joins Ruckus and Google in Offering 802.11AC WLAN AP's Cheaper than Ubiquiti's UniFi Aug 26, 2015
SYNA 10K Review: Validity Contingent Consideration Reduced for 4th Consecutive Quarter Aug 26, 2015
INTC: HP's PC Channel Inventory Commentary the Opposite of Intel's, HP's Inventory Days to Post Recession High Aug 21, 2015
UBNT: Google Now a WLAN Competitor, Google Partners with Vivint as SunMax Trademark Application Is Suspended Aug 19, 2015
Analog Devices' FQ3 '15: Ex-Consumer Sales Guide Implies Sharpest Drop since 2012, Asian Distributors All Sink to 52 Week Lows Aug 19, 2015
IDTI: Uniquest CQ2 '15 Results: Sharpest Q/Q Sales Decline in At Least 3 Years, Inventory Days Again Rise Sharply Aug 13, 2015
China's Passenger Car Sales Decline Y/Y For 2nd Consecutive Month For First Time Since 2008 Aug 12, 2015
Asustek Guides CQ3 '15 NB Units Below Seasonal; Acer + Asus Inventory Days to Fresh All Time High Aug 11, 2015
INVN: Price Target Attained - Removing From Our Idea Generation Framework Aug 11, 2015
UBNT CQ2'15 Review: Not The First Mention of Ubiquiti and a Hong Kong Bank, Risks Broadly Escalating Aug 07, 2015
AMBA / GPRO: Chicony June 2015 Sales: CQ3 '15 Starts Out Slowly Aug 07, 2015
IDTI 10Q Review: High Wire Act Manifests in Collapse In Memory Interface Sales, Spike in Legacy Comms Sales Aug 06, 2015
UBNT Earnings Preview: D-Link Trajectory Relevant, Regulatory and Competitive Headwinds Mount Aug 06, 2015
INVN CQ2'15 Review: If Samsung is Multi-Sourcing, Why Won't Apple? Aug 05, 2015
AMBA: Ambarella's Largest Distributor Guides CQ3 '15 Sales Down Q/Q, Meaningfully Below Seasonal Aug 05, 2015
IDTI CQ2'15 Review: Line Item High Wire Act Extends to Communications Guide, Increased Cause for Concern into CY '16 Aug 04, 2015
INVN Earnings Preview: Growth Challenges At Odds With Valuation Premium to RF Vendors Aug 04, 2015
IDTI Earnings Preview: DDR3 Also Matters, Communications Headwinds Mount Aug 03, 2015
Mediatek Guides CQ4 '15 Smartphone Units Down Q/Q, Citing "Anti-Seasonality" Jul 31, 2015
Synaptics CQ2'15 Review: Organic Sales Down > 20% Y/Y Before Area Sensor ASP Declines; FY '16 Guide Low Probability Jul 31, 2015
Synaptics Earnings Preview: Sustaining 100% Share of Samsung and Apple In Perpetuity Required Jul 30, 2015
FEYE Earnings Preview: No Reason Results Shouldn't Be Above Guide; Duration Remains Our Concern Jul 30, 2015
Hikvision CQ2 '15 Sales: Growth Still Elevated, But Decelerating; Slowing China Factory Automation Spend Noteworthy Jul 29, 2015
SLAB Earnings Preview: TV Panels Remain Soft into CQ3 '15, Estimates A High Bar If (When) Access Sales Revert Jul 28, 2015
GoPro CQ2'15 10Q Review: Factored Receivables Up, BestBuy Sell-IN Up, Raw Materials Inventory Up Jul 27, 2015
Y/Y Declines Worsen in Both China's and Germany's Flash Manufacturing PMI Jul 24, 2015
MXIM CQ2'15 Review: 4th Revenue Miss in 5 Quarters, 3rd Restructuring in 4 Quarters Jul 24, 2015
TXN CQ2'15 Review: First Consecutive Revenue Misses Since 2008, Inventory Up Again, R&D Down Again Jul 23, 2015
MXIM Earnings Preview: How 30% Operating Margin is as Relevant as Attainment Itself Jul 23, 2015
GPRO CQ2'15 Review: 60% Growth in Retail Outlets Over Roughly One Year, A Pace ~ 3x Faster Than Netgear Jul 22, 2015
Apple iPhone Units ~ 10% Below Expectations, Difficult to See Reduction in Channel Inventory As Positive Jul 22, 2015
TXN Earnings Preview: Above Seasonal Sales Modeled Through 2016, Inventory In Focus Jul 22, 2015
GPRO Earnings Preview: Previously Undisclosed Products Aid Near Term Sell-IN, Hero 4 Sessions Underwhelms Enthusiasts Jul 21, 2015
CHKP Earnings Preview: Tides Eventually Go Out, Evolving Competitive Landscape Pressures Profitability Jul 21, 2015
LLTC Earnings Preview: Consumption Headwinds Intersect Above Seasonal 2H '15 Estimates Jul 21, 2015
INTC CQ2'15 Review: Balance Sheet More Noteworthy Than Income Statement, Risk Shifts to Data Center and Mobile Jul 19, 2015
Google's CQ2 '15 Capex: First Consecutive Q/Q Declines Since 2009, First Y/Y Decline Since 2012 Jul 17, 2015
TSM CQ2'15 Results: TSM Will Beat Intel to 10nm, Weak CQ3 '15 Guide, Record DOI Jul 16, 2015
UBNT: Checks Show Anemic AirFiber 5X Volumes; 2 Latin American Resellers' Websites Dead-End as Venezuelan Users Complain of Currency Restrictions Jul 15, 2015
INTC Earnings Preview: Near Term, Well Vetted; Long Term, Less So Jul 15, 2015
AMBA: Leading IP Security Camera Vendor Axis Local Currency Sales Growth Goes Negative Jul 10, 2015
GoPro Mimics Polaroid's Cube For > 2x the Price; Chicony's CQ2 '15 Sales Underwhelm Jul 07, 2015
8th Consecutive Month of Y/Y Contraction in Global Manufacturing PMI; US Auto Consumption Joins Softness Elsewhere Jul 07, 2015