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Facebook/Amazon had great quarter.
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Amazon
Amazon’s reportable segment performance was as follows:
• North America segment revenue grew 28% to $15B. Segment operating income was $528M, a 3.5% operating margin, compared to a loss of $60M in the prior-year period.
• International segment, revenue increased 7% to $8.3B. Segment operating loss was $56M compared to a loss of $174M in the prior-year period.
• Amazon Web Services segment revenue grew 78% to $2.1B. Segment operating income was $521M, a 25% operating margin, compared to $98M in the prior-year period.
For Q4 2015, net sales of between $33.5B and $36.75B are expected, with GAAP operating income of between $80M and $1.28Bcompared to $591M in the fourth quarter of 2014.
The company expects consolidated segment operating income (excluding stock-based compensation and other operating expenses) to be between $700M and $1.9B compared to $1.04B in the fourth quarter 2014.
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Apple
Largest absolute revenue growth ever – fiscal 2015 revenue of $234B, an increase of 28% and $5B over 2014.
Made significant inroads into emerging markets - generated over $79B in revenue and growing 63% despite foreign exchange rate headwinds.
Over 300M devices sold over the past year: 231 million iPhones, 55 million iPads and 21 million Macs. Setting new unit records and increasing global market share for both iPhone and Mac.
Ended the year with a record breaking September quarter including sales of 48M iPhones (up 22% year-over-year), strong momentum for iPhone 6 and iPhone 6 Plus across the quarter and a new launch record for iPhone 6s and iPhone 6s Plus near the end of the quarter.
iPhone ASP was $670, an increase of $67 year-over-year, due to more favorable mix and in spite of unfavorable foreign exchange impacts.
In other areas: launched Apple Watch; started taking orders for new Apple TV; exceeded 100B cumulative downloads from the App Store; added Apple Pay in the United States and the United Kingdom; Apple Music now in over a 100 countries; more than 1,600 health kit solutions now available; 50 car models now support CarPlay; 40M users of Apple News; completed 15 acquisitions;
China: revenue in Greater China nearly doubled year-over-year (up 99%); iPhone sales up 120% in mainland China; 1 million developer program members in China; goal is to increase number of Apple stores in China from 25 to 40 by middle of next year; Apple Music and iTunes, movies and iBooks available in China in the coming quarter.
Apple provided the following guidance for its fiscal 2016 first quarter:
• revenue between $75.5 billion and $77.5 billion
• gross margin between 39 percent and 40 percent
• operating expenses between $6.3 billion and $6.4 billion
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Facebook
Mobile is continuing to drive growth: 1.55B monthly users across all access points - 1.39B use it on mobile devices, with more than 1B on Android; 894M mobile daily active users (DAUs):
Fastest growing interface is Facebook Lite - app for people on low bandwidth connections
More than 8B daily video views on FB; expect video to be the most engaging online content over the next few years - continuing to innovate here.
Introduced "M", a digital assistant that will use AI to help people complete tasks
Internet.org rolled out to 29 countries, more than 15M people online
Revealed Aquila - first aircraft designed to beam internet into communities down from the sky
Plan to ship the Oculus Rift headset early next year. Gear VR (with Samsung) will release this holiday season. Will continue to invest in immersive experiences and expect this market to be similar to smartphones and PCs as the next big computing device
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Google
Announced new public holding company - Alphabet - on August 10. New operating structure is being introduced in phases. Expect to disclose Google as a single segment and all other Alphabet businesses combined as "Other Bets" beginning in 4Q15. Other Bets will include Access & Energy, Nest, Life Sciences, investments and incubation efforts (i.e. driverless cars)
Expect CapEx to increase next year in Google and Other Bets, in particular Access & Energy
Headcount increased by 16% YoY and 5% QoQ, majority are engineers and product managers
Strong mobile momentum in emerging markets - India is #2 country for mobile search behind the US
Investments in machine learning and artificial intelligence is a priority
Remain focused on "solving the biggest problems and solving them at scale and that present sizable potential revenue opportunities"
Rolling out Android Marshmellow, best-performing release yet. 1.4B 30-day active Android users around the world
New device & platform announcements: Nexus 6P, Nexus 5X, Pixel C - first Android tablet built N2N by Google (full size keyboard with portable tablet); Creating new platforms for newer areas of computing such as Android Wear; Android Auto, the IoT platform, and Chromecast update
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Intel
Higher than expected revenue was driven by higher notebook and desktop ASPs. Ramping 6th generation core microprocessor (Skylake).
Remain on track to improve mobile profitability by $800M; 75% of that goal has already been recognized
Data center, non-volatile memory, and IoT groups all posted double-digit growth YoY. Memory grew 20% YoY
Higher 14nm costs than expected; ramped Ireland factory too early with first wafters being expensive
Sales in China down slightly, more of a consumer mix than enterprise - across all different segments
Believe they undershipped in notebooks and desktops compared to industry TAM
For full 2015, memory is expected to grow at fast pace; Data center and IoT will exhibit strong growth, but the annual growth rate for all three will be lower than expected due to weaker macroeconomic growth
7360 next gen modem will ship by end of this year; product announcements next year; first of SoFIA LTEs next year; SoFIA w/ Intel 14nm 2H of next year.
Believe they can keep up long term mid-teen level growth for data center group
FY16 should see new products - Silicon Photonics, FPGAs with Altera - increasing data center footprint
FY16 ramping 3D NAND process - will give performance and cost advantage
Reiterated longer term phone strategy is around modems
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MediaTek
3Q15 consolidated revenue of NT$56,962 million, up 21.1% from the previous quarter -3Q15 consolidated gross margin of 42.7%, down 3.2 percentage points from the previous quarter -3Q15 consolidated operating income of NT$7,622 million, up 11.0% from the previous quarter -3Q15 consolidated net income of NT$7,960 million; EPS NT$5.09
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NVidia
Third quarter revenue was a record $1.305 billion, up 7% from a year earlier, up 13% sequentially and substantially above our outlook of $1.18 billion.
• GPU revenue was $1.11 billion, up 12% from a year earlier
• Tegra processor revenue was $129 million, down 23% from a year earlier
Strategy remains focused on creating platforms for gaming, professional visualization, data center, and automotive.
• Gaming revenue rose 44% year-on-year to $761 million
• Professional visualization (Quadro) revenue increased 8% sequentially to $190 million, a decline of 8% year-over-year
• Datacenter revenue rose 13% sequentially to $82 million
• Automotive revenue rose 51% year-on-year to a record $79 million
o Collaborations with over 50 companies that are developing self-driving car technologies, using NVIDIA DRIVE PX
Forward Looking
• 4Q 2016 revenue to be $1.3 billion, plus or minus 2%.
• GAAP and non-GAAP gross margins expected to be 56.7% and 57%, respectively, plus or minus 50 basis points
• GAAP operating expenses expected to be approximately $503 million.
• Non-GAAP operating expenses are expected to be approximately $445 million.
For fiscal 2016, we expect non-GAAP operating expenses excluding litigation costs to be approximately flat with fiscal 2015. Litigation costs are anticipated to be in the range of $70 million to $80 million as we defend our intellectual property.
*GAAP outlook excludes restructuring changes of $25-35 million with wind down of Icera in 4Q 2016
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Broadcom
In light of Broadcom's pending transaction with Avago, Broadcom has discontinued conducting conference calls with analysts and investors to discuss its financial results
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Samsung
News:
• Announced US $10 billion share buyback over the next few quarters
• Overall revenue growth of 6% from previous quarter mainly driven by semiconductor and display.
Semiconductor Business
• System LSI supplying 14 nm products
• Memory: Continuation of process migration and improved product mix
Mobile Business
• Slowdown of smartphone demand, shipment growth led by launch of new models
• Slight increase in revenue, profitability declined
• Lower ASP due to increased sales in mid- to low-end products
Forward-looking
Fourth quarter earnings expected to decline due to changes in exchange rate
Semiconductor Business
• Expect earnings to improve driven by 14 nm foundry supply growth
• Uncertainties expected in supply side, especially on leading-edge technology such as 20 nm DRAM
Mobile
• Expect smartphone and tablet growth due to strong seasonality
• Intensifying competition due to market growth slowdown may cause difficulties
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Skyworks
• Revenue of $880.8 million, up 23% from the prior year.
• Operating income of $335.2 million, up 42% versus last year.
• Exited quarter with over $1 billion cash in hand and no debt.
• Full year revenue grew 42% to $3.26 billion.
Acquisition of PMC
• $11.60/share – expected to close in 1H 2016
Business segments
• Power amplifiers represented 20% of revenue
• Integrated mobile systems was 59%
o Up 84% year-over-year during the quarter.
• Broad markets was 22%
Fiscal 2016 business outlook:
• Revenue between $925 million and $930 million, up 5.3% sequentially and 15% year-over-year.
• New organic midterm model driven by:
o Served market opportunity growing at a mid-teens pace for the foreseeable future
o Targeting continued gross margin expansion driven by latest generation products, growth of integrated mobile systems in broad markets, scale benefits associated with increased volume, continuing efficiency gains from filter business, and ongoing efforts to optimize cycle times, yields and supply chain efficiencies.
o Ongoing R&D investments in systems, engineering and field applications teams.
Within six to eight quarters, targeting organic annualized EPS of $8 at a revenue run rate of around $4.5 billion with gross margins in the 53% range.
Longer term, based on internal margin initiatives, business heading towards 55% gross margins.
Reuters Investment Profile Report
