year stringclasses 4
values | company_code stringlengths 1 5 | text stringlengths 15 53.7k | year_company_code stringlengths 6 10 |
|---|---|---|---|
2015 | DISCA | DISCA
#Sure.
It's really too early, <UNK>, to get a sense of where the calendar upfront is going or cancellations.
We don't see right now anything that gives us a sense that things are better or worse.
The only thing that we see that's attractive is the advertising market in the third and fourth has been consistent, an... | 2015_DISCA |
2016 | SSP | SSP
#We gave guidance for the full first quarter on that, and talked about on core and total revenue up 11% to 13%, but we didn't say anything about January.
We have an unfunded liability at the end of 2015 of about $200 million and we will be making a pension contributions to the plan in 2016 of something between $5 m... | 2016_SSP |
2015 | VICR | VICR
#Thank you.
Possibly.
So, obviously there is any for capacity in general that, if not satisfied ---+ I am talking about computing capacity ---+ if not satisfied by the next generation of processors, needs to be satisfied by the existing one.
We will have to wait and see with respect to that.
I think the point here... | 2015_VICR |
2016 | MASI | MASI
#Hello, everyone.
Joining me today are Chairman and CEO, <UNK> <UNK>; and Executive Vice President of Finance and CFO, <UNK> de <UNK>.
This call will contain forward-looking statements which reflect Masimo's current judgment, including certain of our expectations regarding fiscal 2016 financial performance.
Howeve... | 2016_MASI |
2017 | AMSF | AMSF
#Good morning.
Welcome to the AMERISAFE 2017 Second Quarter Investor Call.
If you have not received the earnings release, it is available on our website at www.amerisafe.com.
This call is being recorded.
Replay of today's call will be available.
Details on how to access the replay are in the earnings release.
Duri... | 2017_AMSF |
2016 | WEX | WEX
#It's both.
If you look across the businesses ---+ and part of what I like about this quarter is you can actually really see the organic growth coming through in each of the lines of business that we have.
And that's driven largely by a lot of work that's going on the front end just to progress business through the... | 2016_WEX |
2016 | CRL | CRL
#Given my nationality, maybe I will make a comment on the Brexit.
And as you mentioned we gave you some of the immediate implications to Brexit being the impact on the foreign exchange.
In terms of looking forward, it's still early stages in the UK.
My personal belief is that as each week passes, I think it begins ... | 2016_CRL |
2015 | XLNX | XLNX
#We're not really seeing anything that significant in the price increase area.
I was concerned on the second part of your question about the demand impact, particularly on smaller customers.
We have seen ---+ we had strong channel sales in this last quarter and we are forecasting strong channel sales again, includ... | 2015_XLNX |
2016 | HRL | HRL
#Yes.
Sure.
<UNK>, this is <UNK>.
Again, from a sales perspective or brand perspective, clearly very pleased with the work the team did on continuing to grow the SPAM franchise.
The SKIPPY business, the introduction of SKIPPY P.
B.
bites continues to go well.
Our Mexican foods portfolio also continues to perform we... | 2016_HRL |
2018 | SPSC | SPSC
#Thanks, <UNK>, and welcome, everyone.
2017 was a year of strong execution for SPS Commerce in a retail market undergoing significant transition.
For the full year, revenue grew 14% to $220.6 million, and adjusted EBITDA grew 23% to $32.6 million.
Additionally, recurring revenue grew 15%, customer account grew 4% ... | 2018_SPSC |
2017 | KELYA | KELYA
#Thank you, John.
Thank you, and good morning.
Welcome to Kelly Services 2017 Third Quarter Conference Call.
With me on today's call is <UNK> <UNK>, our CFO.
Let me remind you that any comments made during this call, including the Q&A, include forward-looking statements about our expectations for future performan... | 2017_KELYA |
2017 | XLNX | XLNX
#Thank you, <UNK>
Sales in the March quarter increased for the sixth consecutive quarter to $609 million, up 4% sequentially and up 7% on a year-over-year basis
Growth was driven by our Advanced Products, which increased 9% sequentially to a new record
Gross margin was 69.5%, at the high end of our guidance, due p... | 2017_XLNX |
2017 | HCI | HCI
#Thank you, and good afternoon.
Welcome to HCI Group's First Quarter 2017 Earnings Call.
With me today are <UNK> <UNK>, our Chairman and Chief Executive Officer; <UNK> <UNK>, our Chief Financial Officer; and <UNK> <UNK>, our Senior Vice President of Finance.
Following <UNK>'s opening remarks, <UNK> will review our ... | 2017_HCI |
2016 | PLAB | PLAB
#Thank you, <UNK>.
Good morning, everyone.
As expected, second-quarter sales fell slightly from last quarter and last year, generally following the trends we discussed during our Q1 conference call.
High-end FPD was strong, as panel manufacturers continue to roll out new and innovative products such as AMOLED mobi... | 2016_PLAB |
2015 | MNRO | MNRO
#I think coming off of last year and Q4 with the start we have had, we are trying to put a number out there that we can hit.
I think that is a big piece of it.
And what I am looking for is to show that the inflation that we have on the tire side will stick, and that the initiatives that we've got underway will hel... | 2015_MNRO |
2016 | VSH | VSH
#I do not believe that this has anything to do with the move of the production itself; it goes very smoothly.
It is over, at least we supply from the new plant seamless, it is really quite ---+ there is no interruption for the customer, the customer has not suffered whatsoever.
It was done properly.
At the moment w... | 2016_VSH |
2016 | TWI | TWI
#That prediction I don't know.
<UNK> and I were up at ---+ I was in Bryan, then flew through ---+ go through the Freeport.
We were sitting there with the plant managers, and Bryan is going to 10 hours.
They are running ten hours shift.
And out through September, they've got to do ---+ they've got a hump, okay.
And ... | 2016_TWI |
2016 | FLR | FLR
#A lot of the resources are fungible within the Company.
We have the ability to move people around to different projects.
I don't think from a leadership perspective we really have an issue.
We are always going to bring new people in with the skills that we need.
When you look at what's in front of us, obviously li... | 2016_FLR |
2017 | OLLI | OLLI
#Good afternoon, and welcome to the Ollie's Bargain Outlet <UNK>onference <UNK>all to discuss the financial results for the third quarter of fiscal 2017.
(Operator Instructions) Please be advised that reproduction of this call in whole or in part is not permitted without written authorization from Ollie's.
And as ... | 2017_OLLI |
2017 | ABCB | ABCB
#Thank you, <UNK> and good morning everyone and thank you for taking the time to join our first quarter earnings call.
I'm excited about the results that we reported this quarter and even more excited about the momentum we have going into the second quarter and the remainder of the year.
We reported operating earn... | 2017_ABCB |
2015 | CBU | CBU
#Thank you, Nicole.
Good morning, everyone, and thank you for joining in on our first-quarter conference call.
We started out 2015 on a productive note.
Operating earnings were very good at $0.55 per share, which is $0.01 better than 2014 and also on historical high water mark for the first quarter.
The margin cont... | 2015_CBU |
2016 | SXI | SXI
#The two major contributors to that were the sale of the sale of the BevLes product line last summer.
That was in June.
And the exit of their UK direct-sale presence.
So just over $1.5 million in the quarter.
Now, the product rationalization work continues in the business.
So as we've said before, the food service ... | 2016_SXI |
2017 | STX | STX
#Thank you.
Good morning, everyone, and welcome to today's call we are hosting from Dublin, Ireland.
Joining me today from Seagate's executive team are Steve <UNK>, Chairman and CEO; Dave <UNK>, Executive Vice President and CFO; and Dave <UNK>, President and Chief Operating Officer.
We've posted our earnings press ... | 2017_STX |
2017 | RHT | RHT
#Thank you for the introduction, Jim
I would also like to take this opportunity to thank our Red <UNK>at associates around the world for their contributions to delivering a strong quarter both operationally and financially
On last quarter's call we indicated that we expected to close the year on a strong note
I'm p... | 2017_RHT |
2016 | GEO | GEO
#Thank you, Operator.
Good morning, everyone, and thank you for joining us for today's discussion of The GEO Group's first-quarter 2016 earnings results.
With us today is <UNK> <UNK>, Chairman and Chief Executive Officer; <UNK> <UNK>, Chief Financial Officer; David <UNK>, President of GEO Corrections & Detention; a... | 2016_GEO |
2016 | HLT | HLT
#I don't think we've seen a big increase year-over-year in that.
I think if you look at it over the last two or three years, we've seen a significant increase both by customer ---+ because of customer behavior ---+ but also technologies and apps that have come out that have accelerated the behavior.
We did do it --... | 2016_HLT |
2017 | ALOG | ALOG
#Thank you, <UNK>, and I'm going to start on the fifth slide in your deck.
Its title is Q2 FY17 Quarterly Update.
Our Q2 revenue expectations were realized in total, with a substantial uptick in Security, offset by minor deficits in both Medical Imaging and Ultrasound.
Security will obviously have a stellar year.
... | 2017_ALOG |
2015 | HD | HD
#We like every other Company are looking at what's happening with the wage market.
And in parts of the country where there's high employment and there's wage pressure we adjust.
But we are able to work through that through the great productivity model that we have in our stores.
We will continue to adjust market by ... | 2015_HD |
2017 | ANIP | ANIP
#Good morning, everyone, and welcome to ANI's earnings conference call for the first quarter 2017.
My name is Art <UNK>, I'm the CEO, and with me today is <UNK> <UNK>, our Chief Financial Officer.
Before we begin, I want to refer everyone to the forward-looking statements language in this morning's press release a... | 2017_ANIP |
2017 | VZ | VZ
#Good morning to everyone on the call, and thank you for joining us today
I look forward to working with our investors and all of you who follow our stock and sharing progress in our strategy to deliver the promise of a digital world
We are in a vibrant and exciting industry
Our leadership position in wireless and f... | 2017_VZ |
2017 | ALLE | ALLE
#Thanks, Dave, and good morning, everyone
Thank you for joining the call this morning
If you would, please go to Slide 5. This slide depicts the components of our revenue growth for the first quarter
I'll focus on the total Allegion results and cover the regions on their respective slides
As indicated, we delivere... | 2017_ALLE |
2015 | APEI | APEI
#Thank you, operator.
Good evening, and welcome to the American Public Education conference call to discuss financial and operating results for the third quarter of 2015.
Presentation materials for today's call are available in the webcast section of our investor relations website and are included as an exhibit in... | 2015_APEI |
2016 | ASNA | ASNA
#We, certainly, have some impact from the storms from late in January, but I'd also say that, as you know from where we pre-announced at ICR, that things actually strengthened quite a bit from what we were expecting from a margin standpoint.
So we did start to see some significant strengthening at the LOFT busines... | 2016_ASNA |
2015 | KFY | KFY
#<UNK>, this is <UNK>.
I think if you go in and look at the growth, we're getting really good growth from both the markets piece, which I refer to as a single search site, as well as the RPO.
Even if you go back to last year, the business grew over 20%, and both of those categories contributed to that growth, and t... | 2015_KFY |
2016 | HSC | HSC
#Thank you.
As I mentioned, there's a couple of items that occurred in the second quarter for Metals and some asset sale gains coupled with some, as I mentioned, some very positive results from our applied products, in particular, Reed Minerals businesses, which we don't expect to be retained.
I think the margins s... | 2016_HSC |
2016 | PRI | PRI
#At least through 2017, yes.
There are some things that will emerge over time, so we want to continue to keep a close watch on that, but we believe for the next, let's say, three, four, five quarters, that's a good rate to look at.
And again, there is some seasonality with it, as you saw, this particular quarter, s... | 2016_PRI |
2016 | TRST | TRST
#Thank you.
As the host said, I am Rob <UNK>, President and CEO.
Joining me on the call today are <UNK> <UNK>, our CFO; and <UNK> <UNK>, Chief Banking Officer.
Also in the room is Kevin Timmons who most of you know.
As boring as it might be, we are going to stick the usual format.
I will hit the highlights then tu... | 2016_TRST |
2018 | DLX | DLX
#Thank you, Takia, and welcome, everyone, to Deluxe Corporation's First Quarter 2018 Earnings Call.
I'm <UNK> <UNK>, Deluxe's Treasurer and Vice President of Investor Relations.
Joining me on today's call is <UNK> <UNK>, our Chief Executive Officer; and <UNK> <UNK>, our Chief Financial Officer.
At the end of today'... | 2018_DLX |
2016 | IIVI | IIVI
#Can shortly.
Ask your second question.
We are feeling the effects of continued strong demand in China from China broadband and across the board.
As you know or as we have talked about in the past, we are a significant supplier of amplifier components into that market.
And so pumps and passives are experiencing qu... | 2016_IIVI |
2017 | LECO | LECO
#That's a great question and it's one that, when we talk about our automation business here at Lincoln, our value proposition is all centered around the welding and the cutting that, at the end of the day, you have a multitude of other participants in the market you might be able to provide some competencies relat... | 2017_LECO |
2016 | KALU | KALU
#I would say the entire change that you see in price per pound, fourth quarter to first quarter, almost all of it would've been mix related to the long products change.
No.
I wouldn't go there, but most of the new product launches that we have this year are bumper programs.
So, as the car companies replace one pla... | 2016_KALU |
2015 | CVLT | CVLT
#Okay.
Clearly Veems had an impact in the market, in the mid-market, and through their mid-market distributors they have gotten ---+ from an admin standpoint, they've gotten themselves positioned in the enterprise, not big-scale, but positioned there.
And they're a viable competitor in the market and they've done ... | 2015_CVLT |
2017 | ATO | ATO
#Thank you, Adam, and good morning, everyone.
Thank you all for joining us.
This call is being webcast live on the Internet.
Our earnings release and conference call slide presentation are available on our website at atmosenergy.com, and we expect to file our 10-Q by the end of the day.
As we review the financial r... | 2017_ATO |
2015 | ABG | ABG
#Thanks, Operator, and good morning, everyone.
Welcome to Asbury Automotive Group's second-quarter 2015 earnings call.
Today's call is being recorded and will be available for replay later today.
The press release detailing Asbury's second-quarter results was issued earlier this morning and is posted on our website... | 2015_ABG |
2015 | DIS | DIS
#On the motion picture side we see global motion picture consumption actually growing.
A lot of that is obviously due to the number-one growth market in the world in terms of grosses, and that's China, where we've seen just massive increase in moviegoing over the last even 2 to 3 years.
I know a lot has been said a... | 2015_DIS |
2018 | SBSI | SBSI
#Thank you, <UNK>.
Good morning, everyone, and welcome to Southside Bancshares First Quarter 2018 Earnings Call.
We reported first quarter net income of $16.3 million compared to first quarter 2017 net income of $15 million, an 8.4% increase.
Our diluted earnings per share for the first quarter ended March 31, 201... | 2018_SBSI |
2018 | CCMP | CCMP
#Thanks, <UNK>.
Good morning, everyone, and thanks for joining us.
Before we get started, I'd like to note that on December 12, we announced Bill <UNK>'s retirement after nearly 15 years of service as our CFO and the appointment of <UNK> <UNK> as our new CFO.
I want to thank Bill for his many contributions to the ... | 2018_CCMP |
2017 | VRSK | VRSK
#I would say that we are investing across all the different verticals that we are in and pretty excited.
International growth is certainly a highlight, as well.
So, I think is pretty broad-based.
We have noted for you all in the past that there is an increasing software intensity to our business, which is essentia... | 2017_VRSK |
2017 | LNC | LNC
#Yes, <UNK>, I think of the year as almost perfectly in line with what I've said in the past, which is that this business is about $125 million a year business, or $500 million for a full year ---+
Yes, excuse me.
And if you think about the year, we made $550 million and that included $17 million positive unlocking... | 2017_LNC |
2015 | AVY | AVY
#I think retailers ---+ this is always a challenge for them.
I hate to say this because most of you guys are in the Northeast.
Kind of hoping for a polar vortex so we get a lot of sales of warm clothes for cold winter but it's the same thing every year.
If they can't move the goods, they'll discount them.
We hope t... | 2015_AVY |
2016 | GEO | GEO
#Thank you, operator.
Good morning, everyone and thank you for joining us for today's discussion of The GEO Group's third-quarter 2016 earnings results.
With us today is <UNK> <UNK>, Chairman and Chief Executive Officer; <UNK> <UNK>, Chief Financial Officer; <UNK> <UNK>, President of GEO Care; and <UNK> <UNK>, Pres... | 2016_GEO |
2017 | O | O
#Thank you all for joining us today for Realty Income's Second Quarter 2017 Operating Results Conference Call.
Discussing our results will be <UNK> <UNK>, Chief Executive Officer; <UNK> <UNK>, Chief Financial Officer and Treasurer; and <UNK> <UNK>, President and Chief Operating Officer.
During this conference call, w... | 2017_O |
2016 | SXC | SXC
#Thanks, Sean.
Good morning and thank you for joining us to discuss SunCoke Energy's third-quarter 2016 earnings.
With me are <UNK> <UNK>, our Chairman, President, and Chief Executive Officer; and <UNK> <UNK>, our Senior Vice President and Chief Financial Officer.
Following the remarks made by management, we will o... | 2016_SXC |
2017 | CTL | CTL
#Thank you, Brian, and good afternoon, everyone, and welcome to our call today to discuss CenturyLink's First Quarter 2017 results released earlier this afternoon.
The slide presentation we'll be reviewing during the prepared remarks portion of today's call is available in the Investor Relations section of our corp... | 2017_CTL |
2016 | GS | GS
#Thank you, <UNK>.
First and foremost I would say the thing that drive the strategy is not digitization in and of itself, it is how we engage our clients.
You are right to point out that the equity business went through a pretty significant evolution.
While that evolution in historical perspective feel short, it was... | 2016_GS |
2015 | HE | HE
#Thank you.
| 2015_HE |
2017 | ALLE | ALLE
#I would anticipate ---+ well, first of all, the step up here is all related to specific opportunities that we see, specific around the market segmentation that <UNK> talked about, expansion of the channel, discretionary market opportunity, new product development, those type of things.
The other thing that's fuel... | 2017_ALLE |
2016 | KMB | KMB
#Sure.
Let me take a crack at it and <UNK> can certainly jump in here.
Let me start with CapEx.
We're fortunate to have a lot of opportunity to invest in high-return capital projects that support both our top line growth and savings.
If you think about our CapEx, you can think of the spend in three areas: growth wh... | 2016_KMB |
2015 | FAF | FAF
#It was ---+ really it was about 10% on the title side this quarter.
I mean we did a couple of acquisitions.
The TitleVest deal that we just talked about really closed in March and there wasn't really anything meaningful there.
We did a couple of acquisitions in March of last year.
But the organic growth was about ... | 2015_FAF |
2016 | OGS | OGS
#Thanks, <UNK>.
Good morning, everyone, and thank you for joining us.
Net income for the second quarter 2016 was $20.3 million, or $0.38 per diluted share, compared with $12.1 million, or $0.23 per diluted share, for the same period last year.
New rates in Oklahoma and Texas positively impacted results.
This includ... | 2016_OGS |
2016 | HON | HON
#Thanks.
Well, there's no doubt it's a slow-growth environment.
That being said, whether it's slow growth or high growth, we believe your best bet is Honeywell, because we do what we say.
Our strong, diverse portfolio and our ability to execute really does make a difference.
Thanks, guys.
| 2016_HON |
2015 | ABG | ABG
#You know, I think it's been competitive for a while.
I think there's always going to be a little bit of movement up and down between the quarters.
There's pressure on used; there's pressure on new.
The transparency of the Internet and everything that's involved, I think we are fairly stable.
Over the next two year... | 2015_ABG |
2017 | CAG | CAG
#Matt, when we look at acquisitions, we start with the strategic rationale, right.
So if you're talking about a synergistic acquisition, we are going to go through our acquisition criteria to make sure it makes sense strategically.
And then, obviously, all the financial metrics makes sense.
Like every other company... | 2017_CAG |
2015 | BKE | BKE
#Thanks for the question.
In addition to working with the visuals, as Pat mentioned, we are going to continue just to review our paid search programs, as well as looking at strengthening our re-targeting services through display and new acquisition, while making sure that we're watching our e-mail list attrition ra... | 2015_BKE |
2018 | STE | STE
#Thank you, <UNK>, and good morning, everyone.
It is once again my pleasure to be with you this morning to review our third quarter performance.
For the quarter, constant currency organic revenue growth was 5.2%, driven by volume and 110 basis points of price.
Gross margin as a percentage of revenue for the quarter... | 2018_STE |
2015 | PERY | PERY
#We've always ---+ our intention is definitely to expand our ---+ the brand like Original Penguin and to develop that higher tier consumer and retailer.
And that is our premier brand for that channel of distribution.
Our Macy's business continues to grow within golf as well as Perry Ellis, and we feel that our bra... | 2015_PERY |
2016 | VSTO | VSTO
#Okay, <UNK>, thank you.
Good morning, everyone.
Thanks for joining us on our earnings call this morning.
We appreciate it.
In the first quarter of FY17 we achieved sales of $630 million, up 23% from the prior-year quarter.
We delivered gross profit of $171 million.
That's up 23% from the prior year.
And fully dil... | 2016_VSTO |
2016 | KOP | KOP
#Thank you.
I think they both play a critical piece of that.
Certainly the restructuring and the taking out of 7 of 11 operating facilities over a three-year period will play a substantial piece of that improvement over that time frame.
But a realignment of raw material prices that have just escalated and, quite fr... | 2016_KOP |
2015 | BMI | BMI
#The incremental revenue.
Their total sales for the quarter were actually about $9 million.
But then you have to eliminate what we sold them, which was about $5 million, and it left about $4 million as incremental.
Is that making sense to you.
There is seasonality in that they are in the same business we are in, so... | 2015_BMI |
2016 | BYD | BYD
#Yes.
I think it's strictly a matter of just comps are getting more difficult in an improving environment, and we want to see consumer translate into better performance before we get out ahead of ourselves on that.
That's it, <UNK>.
Thanks.
Well, I think we continue to be very interested in growing the company and ... | 2016_BYD |
2016 | ITW | ITW
#Yes, <UNK> so price/cost like I said was 20 basis points for the quarter, right in line with our planning assumption, right in line with what we saw last year.
And that remains our assumption for the rest of the year.
Nothing unusual again this quarter by segment, everything is on track.
So that's the color I can ... | 2016_ITW |
2015 | EQIX | EQIX
#Let me take the first one, and then I will pass it to <UNK> and <UNK> for the second one.
As it relates to stabilized assets, right now, as I said we're at 84% utilized.
I think for all intents and purposes, we would target between ---+ we think 90% or greater, and realistically somewhere between 90% and 95% is a... | 2015_EQIX |
2016 | AXP | AXP
#In terms of the case, I'd say we could hear anywhere from tomorrow morning to a year from now.
There's just no way to know really what the time line is.
The appellate court finished their hearing some months back.
As you recall, very importantly and very unusually after or around the hearing, they chose to reinsta... | 2016_AXP |
2016 | TRN | TRN
#Good morning.
We don't have that level of detail that we've offered yet, <UNK>.
When you look at the 7,000 to 8,000 railcars as <UNK>'s talked about and you see the backlog we have in leasing, it's not too far off from what we've been doing in the past in terms of a pro rata-type level.
But we've not provided that... | 2016_TRN |
2015 | WRB | WRB
#Good afternoon.
We were pleased with our year, our quarter, and we are looking forward to an excellent year.
I think that I would like to start with <UNK>, our very soon-to-be Chief Executive, and he's going to talk about our operations.
Okay.
Thank you very much, and good afternoon, everyone.
The market condition... | 2015_WRB |
2015 | AIR | AIR
#I would expect that, through the balance of the year, we will continue to see improving results.
And ---+
In the back part of the year, <UNK>, right.
Not to our expectations, no.
That's correct.
(multiple speakers) We expect to be positive in Q2.
Yes.
We expect to do better.
I think you are going to see an improve... | 2015_AIR |
2016 | ANDV | ANDV
#Thanks, <UNK>.
Yes, so on TLLP, two key points.
One is the organic growth opportunities.
We're very focused on driving organic growth in the business.
We've mentioned that it's been a little bit slower than we expected.
We have ---+ we actually have a reasonably good portfolio of ideas that we're looking at right... | 2016_ANDV |
2016 | HR | HR
#Yes.
<UNK>, the spreads we are seeing some differentiation between our on and off, but generally across the board they've been strong.
If you look over the last 12 months, I believe we've been averaging about 4.8% for our on campus and about 1.3 % I think it was for our off-campus.
This past quarter with having eve... | 2016_HR |
2016 | FSS | FSS
#Good morning and welcome to Federal Signal's second-quarter 2016 conference call.
I am <UNK> <UNK>, the Company's Corporate Controller.
Brian Cooper, our Chief Financial Officer, is unable to participate in today's call as he is recovering from a sports-related injury.
Brian has had a successful surgery and is exp... | 2016_FSS |
2018 | POWI | POWI
#Thanks, <UNK>, and good afternoon.
As we discussed on our February call, our expectations for Q1 were tempered by the ongoing slowdown in the smartphone market, particularly in China, and by a short-term inventory correction in consumer appliances after a run of very strong growth in that market.
We also noted th... | 2018_POWI |
2015 | GPS | GPS
#No problem.
Thank you.
I'll talk quickly about the e-commerce piece and then I'll hand it over to <UNK> on the other one.
So to me the big issue and the big opportunity, and it is both an issue and an opportunity, is the continued growth of mobile traffic.
Anybody who is telling you the truth will tell you that it... | 2015_GPS |
2016 | GPN | GPN
#Thanks, <UNK>.
Yes, <UNK>, it's <UNK>.
I'll lead off.
There's really two things.
First of all, in Q3 it was 15% on a constant currency growth basis, and that included inorganic growth from Realex, which we didn't have this quarter, as Realex annualized in the fourth quarter.
So that's a big chunk of the difference... | 2016_GPN |
2018 | NR | NR
#Yes.
I don't think that there's ---+ I don't recall any data on that.
But certainly, you can look at the number of rigs that they're drilling with and give you a comparison to countries like Kuwait.
It's significantly larger.
Yes.
Thanks for the question.
The big packages have been opened.
Hence, our indications.
B... | 2018_NR |
2015 | PRLB | PRLB
#I think the growth in our sales force is really focused on just making sure more and more product developers come into the fold, and they play a part in closing those developers and bring them in.
So I wouldn't say there's more.
There's a lot of engineers that don't like to talk to people, that just like to order... | 2015_PRLB |
2016 | SXT | SXT
#The short answer is yes for both.
We think right now certainly we've seen some improvements.
In other words, the dollar has weakened to certain currencies for which it had strengthened considerably in the last couple of years, most notably the Canadian dollar.
We see some reverse in a few other currencies.
But we ... | 2016_SXT |
2016 | PDFS | PDFS
#The R&D expense is not really for the tools.
You'd see that more in our capital line.
There's some parts that get expensed that don't have commercial capability and things like that.
So it wouldn't be in inventory.
It would either be in capital for the moment or in R&D expense.
And both of those will be going up.... | 2016_PDFS |
2016 | EXP | EXP
#<UNK>, at some point, you get to a basic level, not too different than frankly, what we saw a few years ago in housing starts.
You get down to a necessity level for that, but we're down pretty low.
Look we ---+ kind of the first half of calendar 2015, I'd say demand as we had spoke was down 50%.
We've seen another... | 2016_EXP |
2015 | WRLD | WRLD
#Not a great deal in depth, but I can give you some kind of general guidelines, because it certainly depends upon the state laws and so forth.
But that mix has continued to change.
The combination of ---+ well, basically, the larger loan portion of our portfolio, including the old sales finance portion that we are... | 2015_WRLD |
2017 | TXN | TXN
#Thanks, <UNK>, and good afternoon everyone
Gross profit in the quarter was $2.66 billion or 64.5% of revenue
From a year ago, gross profit increased primarily due to higher revenue
Gross profit margin increased 240 basis points
Operating expenses in the quarter were $787 million, and on a trailing 12-month basis, ... | 2017_TXN |
2016 | NCI | NCI
#Good question.
I do think we have the natural ebbs and flows relative to refreshing of our IT systems.
So, we are going through this little patch in the fourth quarter that I mentioned, where we're making some ---+ what I would characterize as some larger investment on our IT and technology side.
One of the trends... | 2016_NCI |
2016 | CLH | CLH
#Yes, some of the severance is in cost of revenue.
We do break that out.
So, if people were let go in the direct head count, if you will, those dollars would be in there.
It's a mishmash of a bunch of different things, <UNK>, which includes incentive compensation changes and other types of adjustments.
And the ---+... | 2016_CLH |
2017 | ECPG | ECPG
#Thank you, operator.
Good afternoon, and welcome to Encore Capital Group's Third Quarter 2017 Earnings Call.
With me on the call today are <UNK> <UNK>, our President and Chief Executive Officer; and <UNK> <UNK>, Executive Vice President and Chief Financial Officer.
<UNK> and Jon with make prepared remarks today, ... | 2017_ECPG |
2017 | SMP | SMP
#Okay.
Thank you, Larry.
As a preliminary note, I would like to point out that some of the material we will be discussing today may include forward-looking statements regarding our business and expected financial results.
When we use words like anticipate, believe, estimate or expect, these are generally forward-lo... | 2017_SMP |
2017 | HCSG | HCSG
#Thank you, Nicole, and good morning, everyone.
Matt <UNK> and I appreciate all of you joining us for today's conference call.
We released our first quarter results yesterday after the close and plan on filing our 10-Q the week of April 24.
Revenues for the first quarter were up over 5% to $404 million.
Housekeepi... | 2017_HCSG |
2017 | BYD | BYD
#Sure, <UNK>.
The purchase was for $43 million.
The Orleans is ---+ sits on land that it had previously leased and we had the opportunity under the lease to ---+ under our purchase option to acquire the land at a price that we felt was an attractive price.
There's no incremental development opportunity that existed... | 2017_BYD |
2015 | GPRE | GPRE
#The corn basis has definitely firmed up here in the last several weeks.
As the farmer goes into the field, plants his corn, he is going to wait to see what he has coming at him.
So if to get old crop corn right now, the farmer is absolutely in charge.
And we are going to have to wait for him to come out of the fi... | 2015_GPRE |
2016 | RHI | RHI
#Good afternoon, everyone, and thank you for joining us.
As is our custom, I would like to remind you there are comments on the call today that contain predictions, estimates and other forward-looking statements.
These statements represent our current judgment of what the future holds and include words such as fore... | 2016_RHI |
2016 | SSD | SSD
#Thank you <UNK>.
In an effort to ensure we are the most cost effective manufacturer in North America, we have started to transition our high volume connector production out of the Riverside branch to our other major manufacturing locations in North America.
The complete transition will take a couple of years.
This... | 2016_SSD |
2017 | STRA | STRA
#Thank you, Rob.
Good morning, everybody.
I'd like to begin this morning with an update on a couple of regulatory matters.
First and foremost, we were very pleased that our regional accreditor, the Middle States Commission on Higher Education, reaffirmed our accreditation for an 8-year period, which is the maximum... | 2017_STRA |
2016 | TEX | TEX
#I would say on the steel side we are not yet seeing some of these pricing increases.
Where we do it unequivocally is in the high tensile strength steel, that's the first place it shows up.
But we are going to be working hard to make sure that we can push back on some of these increases.
There's still an oversupply... | 2016_TEX |
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