NXP Semiconductors NV
NXP Stock Rises Due to Q1 Earnings, Expects Weakness Ahead
NXP Semiconductors (NASDAQ:NXPI) stock gained about 3% in the extended trading session after the company reported its first-quarter results.
NXP Semiconductors Expects Softer Q1 Revenues
NXP Semiconductors announced its preliminary results for the first quarter of 2020 on Tuesday. The company expects softer revenues in the first quarter.
Marvell Stock Soars on Upbeat Earnings, Higher Outlook
Marvell Technology (NASDAQ:MRVL) stock gained around 9.87% in after-hours trading on Wednesday following its fourth-quarter earnings results.
Can the Nvidia-Mellanox Acquisition Deal Happen Soon?
Chipmaker Nvidia (NVDA) is facing uncertainty around its pending acquisition of Mellanox Technologies (MLNX) amid the US-China trade war concerns.
Analysts Like Marvell Stock amid Trade Deal Hopes
Of the 26 analysts that cover Marvell Technology (MRVL) stock, 22 rated it as a “buy” while four rated it as a “hold.” There were no “sell” ratings on MRVL.
Marvell’s Q3 Earnings: Mixed Bag amid Trade Uncertainty
Marvell Technology reported mixed third-quarter earnings results yesterday. Its earnings were better than expected, but its revenue fell short.
Micron Stock: Why Analysts Think It Is Undervalued
Micron (MU) stock was up 4.21% on Friday and closed at $45.10. MU was trading 12.2% below its 52-week high of $51.39 for a market cap of $49.9 billion.
China Trade Deal: Will Uptrend in Chip Stocks Continue?
The US and China reached the first phase of the trade deal after struggling for over a year. The “very substantial” deal happened after 13 rounds of talks.
Amazon’s VI Initiative: Which Stock To Invest In?
Would you invest in a company that promises a technological utopia? It could be a simple answer – either you invest in it or you don’t.
VI: Amazon, Microsoft, Intel, and Others Sign On
Amazon recently announced a significant partnership on the VI (Voice Interoperability) feature. The project will work with AI-driven virtual assistants.
Amazon Partners with over 30 Companies: VI Initiative
On September 24, Amazon (AMZN) announced the Voice Interoperability Initiative. The announcement was one day before the Amazon hardware event.
NVIDIA-Mellanox Deal at Risk amid Trade War Fears
Chipmaker NVIDIA (NVDA) agreed to acquire data connectivity company Mellanox Technologies (MLNX) for around $7 billion in March.
Qualcomm Faces Multifold Impact of the Huawei Ban
Qualcomm has been among the hardest hit by the Huawei ban, and now it will suffer the effects of the newest round of tariffs.
Qualcomm-Tencent Deal Signals Big Opportunity in China
Qualcomm and Tencent, two giants in their respective industries, have entered into a broad partnership focused on gaming technology.
NXP Falls 2.5% on Weak Earnings Guidance
This week’s first semiconductor earnings were those of NXP Semiconductors, which released its second-quarter numbers today.
What to Expect from This Week’s Semiconductor Earnings
So far, semiconductor earnings have raised investors’ expectations about growth in the second half and next year.
Automotive Drives Cypress’s Second-Quarter Earnings
Cypress Semiconductor (CY) has been in the news as it is being acquired by Germany’s Infineon Technologies for about $10 billion.
Why NXP’s Purchase of Marvell’s Wi-Fi Business Is a Big Deal
NXP Semiconductors (NXPI) is buying Marvell’s (MRVL) wireless connectivity business for $1.8 billion. The business that NXP is purchasing from Marvell consists of Wi-Fi and Bluetooth assets.
NXP to Expand Portfolio by Acquiring Marvell’s Wireless Business
On May 29, NXP Semiconductors announced plans to acquire Marvell Technology Group’s wireless connectivity business for a cash consideration of $1.76 billion.
These Tech Giants Are Making the NASDAQ Bleed Today
Today’s steep falls in large tech companies are haunting investors, reminding them of the massive sell-off in the fourth quarter of 2018.
NXP Stock Jumps More than 6% on Strong Q2 Guidance
The April 30 trading session started with NXP Semiconductors’ (NXPI) stock rising 6.25% in the first half, making it the top gainer on the NASDAQ.
What TXN’s Q1 Revenue Says about the Semiconductor Industry
Texas Instruments’ (TXN) revenue had been falling on a YoY (year-over-year) basis after ten quarters of growth, and the rate of decline is increasing with every quarter.
How Qualcomm and NXP Got on Opposing Sides in Europe
Qualcomm (QCOM) and NXP Semiconductors (NXPI) nearly merged their operations last year.
What Is Qualcomm Getting in Apple Settlement?
Qualcomm (QCOM) and Apple recently announced a surprise settlement of their epic legal dispute.
NVIDIA Expands Its Autonomous Vehicle Market
The global automotive industry is suffering from declining demand, which has affected sales of automotive chip giant NXP Semiconductors (NXPI).
Why Semiconductor Stocks Were on Fire Yesterday
Major technology stocks, particularly semiconductor stocks, rose on Wednesday amid the wave of optimism about a trade deal between the US and China.
Why Is the CFO Important for Qualcomm and Intel Investors?
Davis leaving Qualcomm isn’t a positive sign. The company’s management has been under pressure from shareholders.
STM and NXPI Fall on Infineon’s Reduced Fiscal 2019 Guidance
The semiconductor industry is set to report its worst quarterly results in a long time in the second quarter.
Weak Demand Outlook Drags Down Semiconductor Stocks
The semiconductor industry has been badly hurt by the economic downturn caused by the US-China (FXI) trade war.
NXP Stock Jumps 11% on Acquisition Rumors
NXP Semiconductors (NXPI) stock rose 11% after hours yesterday following rumors of South Korean tech giant Samsung’s (SSNLF) interest in NXP.
What’s Making Morgan Stanley Bullish on Intel?
Morgan Stanley recently turned bullish on Intel (INTC), upgrading its rating on the stock to “overweight” from “equal-weight,” according to a note to clients cited by CNBC.
US, China Use Micron-Fujian Jinhua Case to Negotiate IP Protection
Previously in this series, we saw that China (FXI) has committed to buying $1.2 trillion of US goods to reduce the US trade deficit.
Qualcomm’s Management Strives to Improve Efficiency Ratios
Qualcomm (QCOM) stock continued to fall as its earnings were hit by weak smartphone demand and loss of modem orders from Apple (AAPL).
Are Qualcomm’s Free Cash Flow and Liquidity Position Worrisome?
Qualcomm (QCOM) reported GAAP (generally accepted accounting principles) net income of -$4.9 billion in fiscal 2018.
QCOM Looks to Reduce the Gap between GAAP and Non-GAAP Earnings
Qualcomm’s (QCOM) operating income fell despite its cost savings as its revenue fell faster than its costs in the first quarter of fiscal 2019.
NXP Stock Falls More than 3% on Disappointing Q1 Guidance
NXP stock fell more than 3% in the first half of the trading session on February 7 as investors reacted to its fourth-quarter results.
How Is Intel Compensating Investors through Share Buybacks?
Intel (INTC) has been rewarding its shareholders not only through investments and acquisitions but also via share buybacks and dividends.
When Is Jacobs Taking Qualcomm Private?
Former Qualcomm (QCOM) executive Paul Jacobs now says the time isn’t right to take the company private.
Why Intel’s CEO Search Is Taking So Long
Intel (INTC) has been searching for a new CEO for more than six months.
What Qualcomm Investors Should Watch For
Among semiconductor stocks, Qualcomm (QCOM) may have been hit the hardest by US-China trade tension.
What Intel Could Gain If It Sells McAfee
Private equity company Thoma Bravo is in talks to acquire McAfee, according to a CNBC report citing people familiar with the matter.
Checking In on Broadcom’s Stock Buyback
Broadcom’s capital allocation policy is to spend 50% of its trailing-12-month free cash flow in dividends and use the remaining for acquisitions and buybacks.
How Successful Has Qualcomm’s $30 Billion Buyback Been?
Qualcomm (QCOM) is a leader in the mobile market, with its chips powering 95% of the world’s smartphones.
Why Did Qualcomm Fall 7.4% in November?
Qualcomm’s stock price has been under pressure in 2018. Qualcomm’s stock price has declined almost 9% in the past year as of December 4.
What Qualcomm’s Negative Efficiency Ratios Mean to Investors
As Qualcomm’s investment in the NXP acquisition failed to materialize, its ROI (return on investment) took a big hit.
Qualcomm Repurchased $21 Billion Worth of Stock in Q4
Qualcomm’s weak GAAP earnings resulted in operating cash flow of -$436 million in the fourth quarter of fiscal 2018.
Litigation Costs Drove Qualcomm’s Operating Expenses in 2018
Between the first quarter of fiscal 2017 and the fourth quarter of fiscal 2018, Qualcomm’s operating expenses increased from $1.46 billion to $1.84 billion.
Verizon to Cut 44,000 Management Jobs
Verizon (VZ) is offering up to 44,000 of its management employees to take early retirement. It’s part of the company’s cost-reduction plan.
A Look at Applied Materials’ Stock Returns and Valuations
Semiconductor (SMH) company Applied Materials (AMAT) has been on a bull run between September 2015 and March 2018.
The Impact of Tariffs on the Global Semiconductor Supply Chain
Taiwanese chip designers dealing in consumer electronics are unlikely to move their production away from China, as almost all consumer electronics are made in China.
The Qualcomm-Apple Battle Intensifies
According to a report by CNBC, Qualcomm is accusing Apple of stealing its trade secrets and giving them to its rival Intel.
What Affected NXP Semiconductor Stock on September 25?
NXP Semiconductor (NXPI) stock fell 5% on September 25 and closed trading at $86.51 per share.
What May Come Out of the EU Review of the Disney–Fox Deal
The approval of the Shazam deal is seen as an important victory for Apple in its battle with Spotify (SPOT) for digital music revenues.
Qualcomm Returns Value to Shareholders, Buys Back $16 Billion
Qualcomm recently announced a share buyback program whereby it would repurchase $16 billion worth of its common stock from banks.
Could Apple Be Discontinuing Some iPad Models?
According to Bloomberg, Apple (AAPL) is not planning to unveil a new iPad mini this year, and the company could once again exclude the model from its annual hardware refresh.
Analyzing the Dividend Prospects for Advanced Micro Devices Stock
Advanced Micro Devices’ revenue grew 46% to $3.4 billion in the first half of 2018.
PayPal Lines Up $12.7 Billion Payout for Shareholders
PayPal’s (PYPL) board of directors has approved a new stock repurchase program totaling $10 billion.
China and South Korea Are Important Semiconductor Markets
The semiconductor industry has been at the center of the US-China (FXI) trade war as the two countries together account for the majority of worldwide semiconductor sales.
Did China Oppose Qualcomm’s Purchase of NXP?
China’s failure to approve the Qualcomm-NXP deal in time leaves Qualcomm on the hook for a $2.0 billion bill toward NXP in breakup fees.
Here’s What’s Driving Qualcomm Stock
Qualcomm generated 98% of its revenue from non-US regions in fiscal 2017. China contributed 65% of its revenue.
Qualcomm Is Set to Meet Its Fiscal 2019 EPS Target
Qualcomm’s profitability is being affected by licensing and patent lawsuits from Apple and its increasing investments in noncore assets.
Qualcomm Continues to Expand in Adjacent Markets without NXP
While NXP’s acquisition was in progress, Qualcomm continued its strategy of growing organically in adjacent markets.
NXP’s CEO Blames International Politics for Failed Qualcomm Deal
The cancellation of the biggest semiconductor acquisition might discourage other companies from undertaking cross-border acquisitions.
Qualcomm-NXP Deal Caught in the US-China Trade War
Since October 2016, Qualcomm has been looking to acquire NXP Semiconductors in the biggest semiconductor acquisition of all time.
Qualcomm Clears Clouds of Doubt in Its Fiscal Q3 2018 Earnings
On July 26, Qualcomm stock rose 7% while NXP Semiconductors stock fell 5.7% after the two companies announced the end of their merger talks.
Automotive and Connected Devices: NXP’s Key Growth Drivers
NXP Semiconductors (NXPI), a leader in the automotive chip market, provides HPMS (high-performance mixed-signal) analog, MCU (microcontroller), and sensor solutions.
NXP Semiconductors Holds First Earnings Call In 21 Months
NXP Semiconductors (NXPI) supplies HPMS (high-performance mixed-signal) automotive, secure ID, connected device, infrastructure, and interface solutions.
Qualcomm’s Efficiency Ratios Turn Negative in 2018
In this series, we’ve discussed the legal and regulatory headwinds Qualcomm’s (QCOM) licensing business has been facing since 2016.
What Could Happen If China Delays Approval of Qualcomm-NXP Deal
Qualcomm (QCOM) could exit the NXP Semiconductors (NXPI) deal if it fails to secure approval from China’s (FXI) MOFCOM (Ministry of Commerce) by July 25.
The Impact of a US–China Trade War on Intel
The trade war between the United States and China revolves around the supremacy of 5G technology, which is expected to form the basis for the data economy.
Semiconductor Stocks Fall as US-China Trade War Intensifies
Escalating US-China trade tensions have seen semiconductor stocks fall significantly on July 11.
The White House Saved Qualcomm from Broadcom’s Grasp
In the first half of 2018, the White House had to step in to save Qualcomm (QCOM) from what was shaping up to be a hostile takeover by Broadcom (AVGO).
Qualcomm Stock Reacts to US-ZTE Deal that Would Lift the Ban
Qualcomm (QCOM) stock rose 3.6% yesterday after the United States reached a deal with ZTE that will lift a seven-year ban.
Qualcomm’s Acquisition of NXPI: An Update
According to a May 26 report in The Wall Street Journal, Chinese regulators seem to be ready to approve the NXPI acquisition in the next few days.
Will Qualcomm Pull the Plug on Its Server Business?
Right now, Qualcomm doesn’t have the bandwidth to spend in a market where there are several entry barriers, as the efforts would be high and rewards would likely be low.
What Efficiency Ratios Say about QCOM, INTC, and TXN
Investors and analysts are slightly bullish on Intel, but they’re bearish on Qualcomm and neutral on Texas Instruments.
US-China Trade Tensions Put Qualcomm-NXP Deal at Risk
Qualcomm (QCOM) has been losing business to its competitors even before fears of a US-China (MCHI) trade war began.
Qualcomm to Lose the Most in US-China Trade Tensions
Qualcomm earns around $500 million annually from ZTE, which is less than 3% of its $22 billion annual revenue.
US-China Trade Tensions Put Qualcomm in Awkward Position
Things are heating up between the United States and China with the introduction of bans, and it’s adding to Qualcomm’s troubles.
What Qualcomm’s Balance Sheet Says about Its Financial Health
At the end of fiscal 2Q18, Qualcomm’s cash reserves stood at $39.6 billion and its total debt stood at $23.0 billion.
What Efficiency Ratios Say about Qualcomm’s Profitability
Qualcomm had ROE of 2.7%. On the other hand, Broadcom and NXP had ROE readings of 34.2% and 18.1%, respectively.
Can Qualcomm Achieve Its Fiscal 2019 Earnings Pledge?
Qualcomm’s $7.00 EPS estimate is subject to the resolution of licensing lawsuits with Apple.
Why China May Be Holding up Qualcomm’s Acquisition of NXP
American chipmaker Qualcomm’s (QCOM) proposed $44 billion acquisition of Dutch company NXP Semiconductors (NXPI) has hit a snag recently.
Why Intel Intervened in the Broadcom–Qualcomm Deal
Tech giants Microsoft and Google also opposed the Broadcom–Qualcomm deal, expressing concern that it would benefit Apple.
The Trump Administration Intervenes in US Technology Industry
In this series, we’ll evaluate the Broadcom-Qualcomm deal and President Trump’s intervention in private-sector decisions.
Trump Aims to Protect US Semiconductor Industry from IP Theft
The semiconductor industry has been on Trump’s America First agenda.
How Intel Is Using Mobileye for Autonomous Driving
Intel’s (INTC) move toward becoming a data-centric company focuses on network connectivity, deep learning and AI (artificial intelligence) solutions.
Where Intel’s Research Efforts May Head in 2018
In this series, we’ll look at Intel’s efforts in future technologies and understand how it is funding these innovations.
How Investors Reacted to Broadcom-Qualcomm-NXP Merger Update
Qualcomm (QCOM) increased its bid to acquire NXP Semiconductors (NXPI) a few days before March 6 showdown where Qualcomm shareholders would vote for or against Broadcom-nominated (AVGO) directors.
What Proxy Advisory Firms Recommend for AVGO-QCOM-NXP Merger
On February 16, 2018, proxy advisory firm ISS (Institutional Shareholder Services) stated that although Broadcom’s $82 per share offer doesn’t adequately value Qualcomm, it presents a good start for further negotiations.
Behind Qualcomm’s Battle to Defend Broadcom’s Hostile Takeover
On November 6, 2017, Broadcom made its first unsolicited bid to acquire Qualcomm for $70 per share.
Qualcomm’s Snapdragon Chipsets in Mobile to Automotive Uses
Qualcomm (QCOM) is looking to tap the autonomous vehicle opportunity by acquiring NXP Semiconductors (NXPI).
How Broadcom Is Leveraging Qualcomm’s Weak Revenue Guidance
Qualcomm has been trying to woo its shareholders away from voting for Broadcom’s nominated board directors, but its recent earnings aren’t helping.
What Mergers and Acquisitions Could Open Up for Qualcomm
Qualcomm is looking to venture into automotive, servers, IoT (Internet of Things), and laptops.
Qualcomm, NXP, and Broadcom: Their Cash and Debt Positions
At the end of fiscal 2017, Qualcomm had a net cash position of $16.8 billion, with $38.6 billion in cash and $21.8 billion in long-term debt.
Qualcomm’s Fiscal 2018 Revenue in Various Scenarios
Qualcomm’s (QCOM) legal and shareholder issues are impacting its revenue, even though it’s witnessing strong demand for its products.
How Qualcomm Is Addressing Shareholder Issues
Qualcomm’s (QCOM) legal headwinds have been difficult for its earnings, sending non-GAAP operating income down 9% and operating cash flow down 36% YoY in fiscal 2017.
Why Teradyne Is on the List of the Most Overbought Semi Stocks
Stock with high trading volumes are typically the ones preferred by institutional investors. These high-trading stocks are also the most volatile.
Baidu Forges an AI Pact with Huawei
Baidu invests $1.5 billion in research and development annually, and most of the funds are dedicated to AI research.
A Look at Marvell’s Cash and Debt Position
Marvell Technology (MRVL) improved its profitability significantly in the last year by cutting costs and refocusing its research and development efforts on high-margin, high-growth markets.