American Tower $AMT Q1 2019 Earnings LIVE Webcast May 3, 8:30am ET

$AMT

American Tower Corporation (NYSE: AMT) release of first quarter (Q1) 2019 results at 7:00 a.m. EDT on Friday, May 3, 2019, on the company's investor relations web page. The Company has scheduled a conference call & LIVE webcast on May 3, 2019, at 8:30 a.m. EDT, to discuss the Q1 2019 results.

UPDATE: Q1 2019 Results here, excerpt:

• Total revenue increased 4.1% to $1,813 million
• Property revenue increased 4.4% to $1,786 million
• Net income increased 45.4% to $408 million

$AMT shares are UP in mid-day trading 3 May 2019.

Call Dial in: (800) 260-0718 U.S./Canada; (651) 291-1246 International.
Access Code: 465582

LIVE webcast (listen only): http://www.americantower.com/investor-relations/webcasts/
Replay available shortly after the conclusion of the call.

An audio replay of the conference call will be available as follows:
Replay Dates: May 3, 2019 10:30 a.m. EDT to May 17, 2019 11:59 p.m. EDT
Replay Dial in: (800) 475-6701 U.S./Canada; (320) 365-3844 International
Access Code: 465582

American Tower is one of the largest global REITs, and a leading independent owner, operator and developer of multitenant communications real estate with a portfolio of approximately 171,000 communications sites. Headquartered in Boston, Massachusetts, American Tower has operations across the United States and in Argentina, Brazil, Chile, Colombia, Costa Rica, France, Germany, Ghana, India, Kenya, Mexico, Nigeria, Paraguay, Peru, South Africa and Uganda. For more information: americantower.com and SEC filings and here.

American Tower and its two publicly traded competitors, Crown Castle (NYSE:CCI) (domain: crowncastle.com) and SBA Communications (NASDAQ:SBAC), use the same business model, they own wireless towers and lease them to telecommunication carriers like Verizon, AT&T, T-Mobile,  and Sprint, on long-term contracts.

See also:

• American Tower dips as Wells Fargo goes Neutral--seekingalpha.com Apr. 15, 2019

• The real 5G winners: Tower companies--cnn.com Feb. 26, 2019

• Growth Plans Set To Deliver Significantly For American Tower--seekingalpha.com Dec. 25, 2015

• Crown Castle is the largest provider of shared communications infrastructure in the U.S., with more than 40,000 cell towers and approximately 60,000 route miles of fiber supporting small cells and fiber solutions across every major U.S. market.

American Tower: It's Profitable, But It's Not Your Usual REIT $AMT https://t.co/m0o8FaPVS8

— Graham Jervis 🇯🇲 (@JervisCapital) May 1, 2019

global towers valuation vs. growth (cc: $AMT, $CCI, $SBAC, $BHIN IN, $788 HK) pic.twitter.com/A97JWZeBsM

— WTCM (@WTCM3) April 24, 2019

Wireless Penetration vs. Mobile Broadband Penetration; 45% of $AMT's 175,000 cell towers are in India yet account for just 17% of revenue cc @howardlindzon pic.twitter.com/fmrUgMakdD

— Bluegrass Capital (@BluegrassCap) April 23, 2019

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Qualcomm $QCOM Q2 FY19 Earnings LIVE Webcast May 1, 4:45pm EDT

Qualcomm Q2 FY19 Earnings Conference Call & LIVE Webcast May 1, 2019, 4:45 pm EDT

UPDATE: FY 2019 2nd Quarter Earnings Release and Executive Presentation excerpt below:

Qualcomm reports second quarter fiscal 2019 earnings
• We delivered a better than expected quarter with earnings per share above the
high end of our estimates, reflecting stronger QTL results and solid execution in
QCT.
• We are also pleased to have reached multi-year agreements with Apple and look
forward to continuing to support them as a customer.
• We are executing well on our strategic priorities as 5G commercial launches
begin around the world.
• Our 5G technology and product leadership, as well as our expansion into new
industries and product categories, creates a strong foundation for long-term
revenue and earnings growth.

3G/4G/5G Device Estimates and supplemental results (pdf)

Qualcomm Investor Relations: qualcomm.com/info/investor-relations

NASDAQ: QCOM:

$QCOM

See also: 

• Apr 16, 2019 Qualcomm and Apple Reach Multi-Year Agreement Presentation

• Qualcomm and Apple Agree to Drop All Litigation 16 Apr 2019 (Press Release)

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Alphabet $GOOG $GOOGL Q1 2019 Earnings LIVE Webcast April 29

Alphabet Inc. (NASDAQ: GOOG, GOOGL) quarterly conference call to discuss first quarter (Q1) 2019 financial results, Monday, April 29, at 1:30 p.m. PDT / 4:30 p.m. EDT, via LIVE webcast. A replay of the webcast will be available through the same link following the conference call. Go to the Investor Relations website at abc.xyz/investor on April 29, 2019, to view the earnings release prior to the conference call.

UPDATE: Earnings Release (pdf) excerpt:

"We delivered robust growth led by mobile search, YouTube, and Cloud with Alphabet revenues of $36.3 billion, up 17% versus last year, or 19% on a constant currency basis," said Ruth Porat, Chief Financial Officer of Alphabet and Google. "We remain focused on, and excited by, the significant growth opportunities across our businesses."

Editor's note: GOOGL shares have declined in early afterhours trading 29 Apr 2019.

$GOOGL

About Alphabet Inc.
Larry Page and Sergey Brin founded Google in September 1998. Today the company has grown to more than 90,000 employees worldwide, with popular products and platforms like Search, Ads, Maps, Gmail, Chrome, YouTube, and Android. In October 2015, Alphabet became the parent holding company of Google.
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Amazon $AMZN Q1 2019 Earnings LIVE Webcast Apr 25, 5:30pm EDT

Amazon.com, Inc. (NASDAQ: AMZN) conference call and LIVE webcast to discuss Amazon's first quarter (Q1) 2019 financial results on April 25, 2019 at 5:30 p.m. EDT. The audio and associated slides will be available for at least three months thereafter at www.amazon.com/ir.

Q1 2019 Earnings Release (pdf)
Amazon reports Q1 2019 revenue of $59.7B, up 17% YoY, operating income of $4.4B, up from $1.9B in Q1 2018, and net income of $3.6B, up from $1.6B in Q1 2018. Amazon's AWS reported Q1 revenue of $7.7B, up 41% YoY and representing 13% of total sales at Amazon, up from 10% in Q4. Editor's note: shares are up in afterhours trading 25 Apr 2019.

$AMZN

2018 Letter to Shareholders
By Jeff Bezos on April 11, 2019

How Amazon Makes Money

Amazon reported a record net income of $10.1 billion in 2018, which was a considerable jump from $3 billion in 2017. CNBC breaks down where exactly the money came from and how Amazon Web Services, advertising and the third-party marketplace are driving Amazon's increased profitability. CNBC.com video above published Feb 18, 2019.
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VeriSign $VRSN Q1 2019 Earnings LIVE Webcast, April 25, 4:30pm EDT

VeriSign, Inc. (NASDAQ: VRSN), earnings call for the first quarter 2019: Thursday, 25 April 2019, at 4:30 p.m. EDT  via listen-only LIVE webcast and teleconference call direct dial at (888) 676-VRSN (U.S.) or (786) 789-4776 (international), conference ID: Verisign. An audio archive of the call will be available at https://investor.verisign.com/events.cfm. Transcript here.

UPDATE 25 Apr 2019: Verisign First Quarter 2019 Results (pdf)
First Quarter GAAP Financial Results: VeriSign, Inc. and its subsidiaries (“Verisign”) reported revenue of $306 million for the first quarter of 2019, up 2.4 percent from the same quarter in 2018. Verisign reported net income of $163 million and diluted earnings per share (diluted “EPS”) of $1.35 for the first quarter of 2019, compared to net income of $134 million and diluted EPS of $1.09 for the same quarter in 2018. The operating margin was 65.4 percent for the first quarter of 2019 compared to 62.0 percent for the same quarter in 2018.

Financial Highlights: Verisign ended the first quarter of 2019 with cash, cash equivalents and marketable securities of $1.25 billion, a decrease of $17 million from the end of 2018. During the first quarter of 2019, Verisign repatriated $249 million of cash held by foreign subsidiaries, net of foreign withholding taxes. Cash flow from operating activities was $187 million for the first quarter of 2019, compared with $90 million for the same quarter in 2018. Deferred revenues as of March 31, 2019 totaled $1.05 billion, an increase of $29 million from the end of 2018. During the first quarter of 2019, Verisign repurchased 1.0 million shares of its common stock for an aggregate cost of $175 million. As of March 31, 2019, there was $891 million remaining for future share repurchases under the share repurchase program which has no expiration date. 

Business Highlights: Verisign ended the first quarter of 2019 with 154.8 million .com and .net domain name registrations in the domain name base, a 4.4 percent increase from the end of the first quarter of 2018, and a net increase of 1.82 million during the first quarter of 2019 [Editor's note: .net registrations actually declined (see this News Review 4)a.), so the growth is all attributable to .com]. During the first quarter of 2019, Verisign processed 9.8 million new domain name registrations for .com and .net, compared to 9.6 million for the same quarter in 2018. The final .com and .net renewal rate for the fourth quarter of 2018 was 74.3 percent compared with 72.2 percent for the same quarter in 2017. Renewal rates are not fully measurable until 45 days after the end of the quarter.

Editor's note: during the conference call webcast 25 Apr 2019, CEO & Chairman James Bidzos said Verisign was in negotiations with ICANN in regard to .COM pricing and Amendment 35 to the  Cooperative Agreement with the US government (NTIA), but had nothing to report of substance, and likewise, there was nothing new to report in regard to .WEB other than Verisign is still attempting to intervene as a party in the pending arbitration (IRP), Afilias vs ICANN. Guidance for total 2019 (domain name base) growth in .COM & .NET combined: 2.5 to 4.25 percent.

VeriSign, Inc. (domain: verisign.com), is registry operator for .COM and other Top-Level Domains (TLDs), manager of 2 of the world's DNS root zone's 13 authoritative name servers, serves as the root zone maintainer, and is a global provider of other domain name registry services and internet infrastructure. VeriSign's headquarters: Reston, VA; Chairman & CEO: D. James Bidzos.

$VRSN

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Facebook $FB Q1 2019 Earnings LIVE Webcast April 24, 5:00pm EDT

UPDATE 24 Apr 2019: Listen to Webcast; Earnings Release (pdf) excerpt below; Slides (pdf).

"... we estimate that more than 2.1 billion people now use Facebook, Instagram, WhatsApp, or Messenger (our "Family" of services) every day on average, and around 2.7 billion people use at least one of our Family of services each month. In the first quarter of 2019, we reasonably estimated a probable loss and recorded an accrual of $3.0 billion in connection with the inquiry of the FTC into our platform and user data practices, which accrual is included in accrued expenses and other current liabilities on our condensed consolidated balance sheet. We estimate that the range of loss in this matter is $3.0 billion to $5.0 billion. The matter remains unresolved, and there can be no assurance as to the timing or the terms of any final outcome ..."

Editor's note: $FB shares are UP in afterhours trading 24 Apr 2019.

Facebook, Inc. (NASDAQ: FB) release of first quarter 2019 financial results after market close on Wednesday, April 24, 2019. Facebook will host a conference call to discuss its results at 2 p.m. PDT / 5 p.m. EDT the same day. The LIVE webcast of the call can be accessed at the Facebook Investor Relations website at investor.fb.com, along with the company's earnings press release, financial tables, and slide presentation.

Following the call, a replay will be available at the same website. A telephonic replay will be available for one week following the conference call at 404.537.3406 or 855.859.2056, Conference ID: 9195605. Transcripts of conference calls with publishing equity research analysts held on April 24, 2019 will also be posted to the investor.fb.com website.

$FB

Facebook's brands include:

Left to right above:

• facebook.com
• whatsapp.com
• messenger.com
• instagram.com
• oculus.com

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Twitter $TWTR Q1 2019 Earnings LIVE Webcast April 23, 8:00 am EDT

UPDATE April 23, 2019 $TWTR shares are trading UP 16% mid-day.

• Revenue: "Q1 was a solid start to the year with revenue up 18% year-over-year, reflecting particular strength in the US."

• Profitability: "In Q1, revenue outperformance, in combination with lower expenses, resulted in better-than-expected profitability, with GAAP operating income of $94 million and GAAP operating margin of 12%."

• Webcast (replay)

• Presentation(opens in new window)

• Q1' 2019 Shareholder Letter(opens in new window) 

• Earnings Press Release(opens in new window) 

• Selected Company Metrics and Financials(opens in new window)

Twitter, Inc. (NYSE: TWTR) release of financial results for the first quarter 2019: April 23, 2019, before the market open at approximately 4:00 a.m. Pacific Time (7:00 a.m. EDT). On the same day, Twitter will host a conference call and LIVE webcast to discuss these financial results at 5:00 a.m. Pacific Time / 8:00 a.m. EDT.

Twitter will be following the conversation about the earnings announcement on Twitter.com. To have your questions considered during the Q&A, Tweet your question to @TwitterIR using #TWTR. To listen to a live audio webcast, please visit the company’s Investor Relations page at investor.twitterinc.com. Twitter has used, and intends to continue to use, its Investor Relations website and the Twitter accounts of @jack, @nedsegal, @twitter and @TwitterIR as means of disclosing material non-public information and for complying with its disclosure obligations under Regulation FD.

$TWTR

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GoDaddy $GDDY Q4 FY2018 Earnings LIVE Webcast Feb 20, 5pm EST

GoDaddy $GDDY Q4 2018 Earnings LIVE Webcast Feb 20, 5pm EST
Financial results for the fourth quarter and fiscal year 2018, will be released on Wednesday, February 20, 2019, after the stock market closes, followed by a LIVE webcast and conference call 5:00 p.m. EST. To hear the call, dial (833) 286-5800 in the United States or (647) 689-4445 from international locations, with passcode 6529529. The webcast replay of the call will also be available on GoDaddy's investor relations website at investors.godaddy.net.

GoDaddy Inc. (GDDY) CEO Scott Wagner on Q4 2018 Results - Earnings Call Transcript | SeekingAlpha.com: "On the top-level domains, are there any trends you can point to far as a domain buyers bundling multiple TLDs?" Answer: "On the first question, honestly there is no trends that are big enough to mention on this call." 

UPDATE Feb 20: Presentation (pdf) and Press Release of Financial Results, excerpt:

• Total revenue of $695.8 million, up 15.5% year over year, or 16.0% on a constant currency basis.
• Total bookings of $732.4 million, up 11.3% year over year, or 12.5% on a constant currency basis.
• Net cash provided by operating activities of $128.5 million, up 23.2% year over year.
• Unlevered free cash flow of $126.8 million, up 16.1% year over year.
• Customers of 18.5 million at December 31, 2018, up 6.8% year over year.
• Average revenue per user (ARPU) of $148, up 6.6% year over year.
• Domains revenue of $314.3 million, up 11.6% year over year.
• Hosting and Presence revenue of $270.0 million, up 18.0% year over year.
• Business Applications revenue of $111.5 million, up 21.5% year over year.
• International revenue of $240.3 million, up 15.9% year over year.

Operating Highlights

• GoCentral, GoDaddy's website builder, had a year of strong feature expansion, evolving from an easy-to-use website builder to a syndication platform managing customers' presence across the social, reputation and e-commerce landscape.
• GoCentral saw robust subscription growth in 2018, driven by improvements in conversion, retention and awareness. Engagement with features such as appointments, online store, and integrations with third-party platforms rose dramatically throughout 2018.
• GoDaddy became the largest global host of paid WordPress instances and continues to invest in making WordPress simple, secure, and accessible to entrepreneurs and Web Pros alike.
• GoDaddy continues to invest in the WordPress ecosystem through its products and contributions to the open source WordPress framework.
• GoDaddy launched a partnership with Open-Xchange for a new branded email offering focused on emerging markets, complementing its partnership with Microsoft O365 in mature markets.
• Improvements in conversational marketing continue to drive new and expanding campaigns to reach existing customers, enabling GoDaddy to better identify and serve the need states in its customer base.
• GoDaddy announced Fara Howard as Chief Marketing Officer. Ms. Howard will lead all aspects of marketing strategy and execution, including brand and performance marketing, community engagement, and customer lifecycle management.

$GDDY

GoDaddy Inc. (godaddy.com) also announced that Ray Winborne, GoDaddy Chief Financial Officer, and Andrew Low Ah Kee, GoDaddy Chief Revenue Officer, will present at the Morgan Stanley Technology, Media & Telecom Conference in San Francisco on Monday, February 25, 2019 at 12:00 pm PST. (3:00 pm EST). The live audio webcast will also be available on GoDaddy investor relations website investors.godaddy.net. Following the presentation an audio replay will also be available on the investor relations website.

GoDaddy, the world's largest domain name registrar, has over 18 million customers worldwide and more than 77 million domain names under management. To learn more, go to GoDaddy.com.Tweets by GoDaddy

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Nvidia $NVDA Q4 FY19 Earnings LIVE Webcast Feb 14, 5:30 pm EST

Nvidia Q4 FY19 Earnings LIVE Webcast Feb 14, 5:30 pm EST

Analysts expect Nvidia (NASDAQ: NVDA) (nvidia.com) to report revenue of $2.29B for the quarter, down from the early forecast for $3.42B. Gaming revenue is anticipated to fall by 41% Y/Y to $1.02B.

UPDATE: Q4 FY19 earnings release (Feb 14, 2019) excerpt:

NVIDIA today reported revenue for the fourth quarter ended Jan. 27, 2019, of $2.21 billion, down 24 percent from $2.91 billion a year earlier, and down 31 percent from $3.18 billion in the previous quarter. GAAP earnings per diluted share for the quarter were $0.92, down 48 percent from $1.78 a year ago and down 53 percent from $1.97 in the previous quarter. Non-GAAP earnings per diluted share were $0.80, down 53 percent from $1.72 a year earlier and down 57 percent from $1.84 in the previous quarter. For fiscal 2019, revenue was $11.72 billion, up 21 percent from $9.71 billion a year earlier. GAAP earnings per diluted share were $6.63, up 38 percent from $4.82 a year earlier. Non-GAAP earnings per diluted share were $6.64, up 35 percent from $4.92 a year earlier.

Nvidia Investor Relations: investor.nvidia.com

$NVDA Feb 14, 2019, including after hours 4:00-5:10 pm.

$NVDA

Background:

Letter to Shareholders (pdf); Press Release January 28, 2019, excerpts:

NVIDIA Updates Financial Guidance for Fourth Quarter of Fiscal Year 2019

• Fourth quarter revenue expected to be $2.20 billion versus previous guidance of $2.70 billion
• Gaming and Datacenter revenue below company’s expectations
• Management to discuss reported financial results on Feb. 14 earnings call

In Gaming, NVIDIA’s previous fourth-quarter guidance had embedded a sequential decline due to excess mid-range channel inventory following the crypto-currency boom. The reduction in that inventory and its impact on the business have proceeded largely inline with management’s expectations. However, deteriorating macroeconomic conditions, particularly in China, impacted consumer demand for NVIDIA gaming GPUs.  In addition, sales of certain high-end GPUs using NVIDIA’s new Turing™ architecture were lower than expected.  These products deliver a revolutionary leap in performance and innovation with real-time ray tracing and AI, but some customers may have delayed their purchase while waiting for lower price points and further demonstrations of RTX technology in actual games.

In Datacenter, revenue also came in short of expectations. A number of deals in the company’s forecast did not close in the last month of the quarter as customers shifted to a more cautious approach. Despite these near-term headwinds, NVIDIA has a large and expanding addressable market opportunity in AI and high performance computing, and the company believes its competitive position is intact.

Corporate profile: "NVIDIA is the pioneer of GPU-accelerated computing. We specialize in products and platforms for the large, growing markets of gaming, professional visualization, data center, and automotive. Our creations are loved by the most demanding computer users in the world – gamers, designers, and scientists. And our work is at the center of the most consequential mega-trends in technology." 

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Cisco $CSCO Q2 FY19 Earnings LIVE Webcast, Feb 13, 4:30pm EST

$CSCO

UPDATE after hours trading Feb 13, 2019:

Cisco Systems, Inc.
Stock exchange: symbol NASDAQ: CSCO
Domain: cisco.com
Investor Relations: https://investor.cisco.com/

Cisco’s Q2FY19 Earnings Conference Call
Date: February 13, 2019
Time: 4:30 pm EST
Listen To Webcast - slides, earnings release.

Financial results excerpt:

Cisco Systems, Inc. is a multinational technology conglomerate headquartered in San Jose, California, in the center of Silicon Valley, that develops, manufactures and sells networking hardware, telecommunications equipment and other high-technology services and products.

See also:

Goldman Sachs Technology and Internet Conference, San Francisco
February 14, 2019  Time: 1:50 pm EST
Speaker: Chuck Robbins, Cisco Chairman and CEO, Listen To Webcast

2019 Morgan Stanley Technology, Media & Telecom Investor Conference, San Francisco
February 25, 2019  Time: 11:45 am EST
Speaker: Jeff Reed, SVP, of Product Management, Security, Listen To Webcast

Cisco Calls for Privacy to be Considered a Fundamental Human Right--cisco.com Feb 07, 2019, excerpt:

"Cisco is calling on the U.S. government to develop a US federal privacy law that assures customers their data is protected. The American system should not just look to solve for today’s privacy discussions around monetization of customer data; it should aim to solve for the complex privacy needs of a world where tens of billions of devices are connected to the internet.

"Cisco urges three basic principles for U.S. legislation:

• Ensure interoperability between different privacy protection regimes;
• Avoid fracturing of legal obligations for data privacy through a uniform federal law that aligns with the emerging global consensus;
• Reassure customers that enforcement of privacy rights will be robust without costly and unnecessary litigation.

"Globally, Cisco will advocate for several common elements in privacy legislation, some of which include:

• Security: Assign responsibility to protect the confidentiality, integrity, availability, and resiliency of data;
• Transparency: Explain how data is collected, used, transferred, and disclosed;
• Accountability: Ensure governance for data under the entity’s stewardship, including a data protection team, applying a risk-based approach;
• Innovation: Recognize multi-stakeholder-driven initiatives that enhance transparency and provide paths for implementation."

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Verisign $VRSN Q4 2018 Earnings LIVE Webcast Feb 7 Replay

$VRSN

VeriSign, Inc. (NASDAQ: VRSN) (verisign.com), Q4 2018 Earnings LIVE Webcast, Thursday, Feb 7, 4:30pm EST:

Q4 2018 Verisign Earnings Conference Call -- Webcast (LIVE & replay) and presentation (pdf).

UPDATE: VeriSign CEO Jim Bidzos, Q4 2018 Earnings Call Transcript | SeekingAlpha.com.

UPDATE: Verisign Fourth Quarter and Full Year 2018 Results (pdf) excerpt:

Financial Highlights

• Verisign ended 2018 with cash, cash equivalents, and marketable securities of $1.27 billion, a decrease of $1.15 billion from year-end 2017. 

• Cash flow from operations was $219 million for the fourth quarter of 2018 and $698 million for the full year 2018 compared with $199 million for the same quarter in 2017 and $703 million for the full year 2017. 

• Deferred revenues on Dec. 31, 2018, totaled $1.02 billion, an increase of $19 million from year-end 2017. 

• During the fourth quarter, Verisign repurchased 1.2 million shares of its common stock for $175 million. During the full year 2018, Verisign repurchased 4.4 million shares of its common stock for $600 million. 

• Effective Feb. 7, 2019 the Board of Directors approved an additional authorization for share repurchases of approximately $603 million of common stock, which brings the total amount to $1.0 billion authorized and available under Verisign’s share repurchase program, which has no expiration. 

Business Highlights 

• On Oct. 26, 2018, Verisign and the U.S. Department of Commerce (“DOC”) entered into Amendment 35 to the Cooperative Agreement, which, among other items, permits Verisign, without further approval of the DOC, to agree with the Internet Corporation for Assigned Names and Numbers (“ICANN”) to change the .com Registry Agreement to increase wholesale prices for .com domain names up to 7 percent in each of the last four years of each six-year period of the .com Registry Agreement. 

• Verisign ended the fourth quarter with 153.0 million .com and .net domain name registrations in the domain name base, a 4.5 percent increase from the end of the fourth quarter of 2017, and a net increase of 1.29 million registrations during the fourth quarter of 2018. 

• In the fourth quarter, Verisign processed 9.5 million new domain name registrations for .com and .net, as compared to 9.0 million for the same quarter in 2017. 

• The final .com and .net renewal rate for the third quarter of 2018 was 74.8 percent compared with 74.4 percent for the same quarter in 2017. Renewal rates are not fully measurable until 45 days after the end of the quarter.

The live teleconference call on Feb. 7, 2019, at 4:30 p.m. (EST), will also be accessible by direct dial at (888) 676-VRSN (U.S.) or (786) 789-4776 (international), conference ID: Verisign. A listen-only live webcast of the earnings conference call will also be available at https://investor.verisign.com.

An audio archive of the call will be available at https://investor.verisign.com/events.cfm. More about Verisign in the press release.

See also:

News Review | Verisign $VRSN & New gTLD .WEB, Afilias vs ICANN

VeriSign: Massive Moat, Ugly Valuation--SeekingAlpha.com: "VeriSign (VRSN) is the perfect business I look for in the public markets. The company has no competition and generates gobs of cash."

The Continuing Decline of gTLD .NET: Verisign's second-largest top-level domain .NET has been declining in total registrations for 3 years now (2016-2018), from a total of 15,805,487 (Jan 2016) to beginning 2019 with only 13,956,864 .NET domain name registrations, a decline of 12% or almost 2 million .NET domain name registrations. Editor's note: Cause? Price-gouging by both ICANN and Verisign, plus a diminution of need (rationale) for any defensive registrations in the face of a glut of hundreds of new gTLDs, i.e., "if you have the .COM, that's all you really need."--News Review 6 Jan 2019.  

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Alphabet $GOOG $GOOGL Q4 2018 Earnings LIVE Webcast REPLAY

Click on the above for the REPLAY video

$GOOGL Falls in after hours trading Feb 4, 2019

$GOOGL

Alphabet Inc. (NASDAQ: GOOG, GOOGL) will hold its quarterly conference call to discuss fourth quarter 2018 financial results on Monday, February 4, at 4:30 p.m. EST.

Alphabet's “Other Bets” e.g., Waymo, Verily, Google Fiber et al, had Q4 revenue of $154M, with operating losses of $1.3B, up from $732M in Q3.

The LIVE webcast RELAY of the earnings conference call can be accessed at the graphic link above. Go to the Investor Relations website at abc.xyz/investor/ to view all earnings releases - Q4 FY18 embed below:

"Alphabet continues losing substantial amounts of money on Other Bets and generates low margins on hardware"--seekingalpha.com.

Alphabet Inc. is the parent holding company of Google (google.com). Read about Alphabet’s mission here.

source:statista.com

source:statista.com

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Amazon $AMZN Q4 2018 Earnings LIVE Webcast Jan 31, 5:30pm EST

$AMZN

Q4 2018 Amazon.com, Inc. (NASDAQ: AMZN) Earnings Conference Call Jan 31, 2019 at 5:30 pm EST CLICK HERE FOR WEBCAST

The event will be webcast live, and the audio and associated slides will be available for at least three months thereafter at amazon.com/ir (Amazon Investor Relations).

UPDATE Q4 2018 Earnings Release (pdf) excerpt:

Fourth Quarter 2018: Net sales increased 20% to $72.4 billion in the fourth quarter, compared with $60.5 billion in fourth quarter 2017. Excluding the $801 million unfavorable impact from year-over-year changes in foreign exchange rates throughout the quarter, net sales increased 21% compared with fourth quarter 2017. Operating income increased to $3.8 billion in the fourth quarter, compared with operating income of $2.1 billion in fourth quarter 2017. Net income increased to $3.0 billion in the fourth quarter, or $6.04 per diluted share, compared with net income of $1.9 billion, or $3.75 per diluted share, in fourth quarter 2017. The fourth quarter 2017 included a provisional tax benefit for the impact of the U.S. Tax Cuts and Jobs Act of 2017 of approximately $789 million. 

Full Year 2018: Net sales increased 31% to $232.9 billion, compared with $177.9 billion in 2017. Excluding the $1.3 billion favorable impact from year-over-year changes in foreign exchange rates throughout the year, net sales increased 30% compared with 2017. Operating income increased to $12.4 billion, compared with operating income of $4.1 billion in 2017. Net income increased to $10.1 billion, or $20.14 per diluted share, compared with net income of $3.0 billion, or $6.15 per diluted share, in 2017. “Alexa was very busy during her holiday season. Echo Dot was the best-selling item across all products on Amazon globally, and customers purchased millions more devices from the Echo family compared to last year,” said Jeff Bezos, Amazon founder and CEO. “The number of research scientists working on Alexa has more than doubled in the past year, and the results of the team’s hard work are clear. In 2018, we improved Alexa’s ability to understand requests and answer questions by more than 20% through advances in machine learning, we added billions of facts making Alexa more knowledgeable than ever, developers doubled the number of Alexa skills to over 80,000, and customers spoke to Alexa tens of billions more times in 2018 compared to 2017. We’re energized by and grateful for the response, and you can count on us to keep working hard to bring even more invention to customers.”

  

Amazon.com, Inc., (amazon.com) is a multinational technology company in e-commerce (Amazon), cloud computing (AWS - Amazon Web Services - aws.amazon.com), and artificial intelligence (Alexa - alexa.amazon.com, developer.amazon.com/alexa). Headquarters are in Seattle, Washington.

Amazon Is Doing 'Everything Right,' Wedbush's Pachter Says--Bloomberg.com video published Jan 25, 2019: Michael Pachter, Wedbush Securities managing director, discusses the reasons behind his bullish call on Amazon.com Inc. with Bloomberg's Lisa Abramowicz.

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Facebook $FB Q4 2018 Earnings LIVE Webcast, Jan 30, 2019, 5pm EST

$FB

Facebook Q4 2018 Earnings LIVE Webcast January 30, 2019, 5:00pm EST Listen to Webcast.
Read the Earnings Press Release (pdf) issued Jan 30 after market close: Revenues rose 30% to $16.9B; mobile advertising revenue was 93% of ad revenue, up from prior year's 89%, and net income was up 61% to $6.88B. Other highlights below.

Facebook, Inc.
NASDAQ: FB
Principal domain: facebook.com
Investor relations: investor.fb.com

UPDATE: Fourth Quarter and Full Year 2018 Operational and Other Financial Highlights

• Daily active users (DAUs) – DAUs were 1.52 billion on average for December 2018, an increase of 9% year-over-year.
• Monthly active users (MAUs) – MAUs were 2.32 billion as of December 31, 2018, an increase of 9% year-over-year.
• Mobile advertising revenue – Mobile advertising revenue represented approximately 93% of advertising revenue for the fourth quarter of 2018, up from approximately 89% of advertising revenue in the fourth quarter of 2017.
• Capital expenditures – Capital expenditures were $4.37 billion and $13.92 billion for the fourth quarter and full year 2018, respectively.
• Cash and cash equivalents and marketable securities – Cash and cash equivalents and marketable securities were $41.11 billion at the end of the fourth quarter of 2018.
• Headcount – Headcount was 35,587 as of December 31, 2018, an increase of 42% year-over-year.
• In addition, the company estimates that around 2.7 billion people now use Facebook, Instagram, WhatsApp, or Messenger (the "Family" of services) each month, and more than 2 billion people use at least one of the Family of services every day on average.

From the original post:
Facebook's fourth quarter and full year 2018 financial results will be released after market close on Wednesday, January 30, 2019. Facebook will host a conference call to discuss its results at 2 p.m. PT / 5 p.m. ET the same day. The live webcast of the call can be accessed at the Facebook Investor Relations website at investor.fb.com, along with the company's earnings press release, financial tables, and slide presentation. Following the call, a replay will be available at the same website. A telephonic replay will be available for one week following the conference call at 404.537.3406 or 855.859.2056, Conference ID: 6461349. Transcripts of conference calls with publishing equity research analysts held on January 30, 2019 will also be posted to the investor.fb.com website.

See also:

• January 24, 2019 https://www.plainsite.org/realitycheck/fb.pdf
• Apple says it banned Facebook's Research app yesterday, before Facebook could voluntarily shut it down, and condemns “clear breach of their agreement”--techcrunch.com.
• Facebook’s messaging merger leaves lawmakers questioning the company’s power: ‘We cannot allow platform integration to become privacy disintegration’--theverge.com.
• Ireland is questioning Facebook’s plan to merge Messenger, Instagram, and WhatsApp--Facebook’s previous data-sharing proposals have ‘given rise to significant data protection concerns’--theverge.com.
• In WSJ Op-Ed, Mark Zuckerberg Speaks Down to Users and Misses the Point--eff.org, and "A Guided Tour of the Data Facebook Uses to Target Ads"--eff.org.

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Apple $AAPL FY19 Q1 Earnings LIVE Webcast Jan 29, 5pm EST

$AAPL

UPDATE Jan 29, 2019 After Hours Trading $AAPL:

Apple Inc. $AAPL (apple.com) FY 19 First Quarter Results: Apple’s conference call to discuss final first fiscal quarter results is scheduled for Tuesday, January 29, 2019 at 5:00 p.m. ET. Listen to the conference call webcast. 

Read the press release, excerpt below (emphasis added), and financial statements (pdf).

Apple today announced financial results for its fiscal 2019 first quarter ended December 29, 2018. The Company posted quarterly revenue of $84.3 billion, a decline of 5 percent from the year-ago quarter, and quarterly earnings per diluted share of $4.18, up 7.5 percent. International sales accounted for 62 percent of the quarter’s revenue. 

Revenue from iPhone® declined 15 percent from the prior year, while total revenue from all other products and services grew 19 percent. Services revenue reached an all-time high of $10.9 billion, up 19 percent over the prior year. Revenue from Mac® and Wearables, Home and Accessories also reached all-time highs, growing 9 percent and 33 percent, respectively, and revenue from iPad® grew 17 percent. 

“While it was disappointing to miss our revenue guidance, we manage Apple for the long term, and this quarter’s results demonstrate that the underlying strength of our business runs deep and wide,” said Tim Cook, Apple’s CEO. “Our active installed base of devices reached an all-time high of 1.4 billion in the first quarter, growing in each of our geographic segments. That’s a great testament to the satisfaction and loyalty of our customers, and it’s driving our Services business to new records thanks to our large and fast-growing ecosystem.” 

“We generated very strong operating cash flow of $26.7 billion during the December quarter and set an all-time EPS record of $4.18,” said Luca Maestri, Apple’s CFO. “We returned over $13 billion to our investors during the quarter through dividends and share repurchases. Our net cash balance was $130 billion at the end of the quarter, and we continue to target a net cash neutral position over time.” 

Apple is providing the following guidance for its fiscal 2019 second

• revenue between $55 billion and $59 

• gross margin between 37 percent and 38 percent

• operating expenses between $8.5 billion and $8.6 billion

• other income/(expense) of $300 million

• tax rate of approximately 17 percent

Apple’s board of directors has declared a cash dividend of $0.73 per share of the Company’s common stock. The dividend is payable on February 14, 2019 to shareholders of record as of the close of business on February 11, 2019.

Background: Apple CEO Tim Cook issued a letter to investors discussing revised guidance for the first fiscal quarter. Read the letter to investors. See also Apple Investor Relations.

What's Behind Apple's Sales Slump And Dire China Warning?

Apple remains one of the biggest and most powerful companies in the world, and iPhone sales are its most important metric. So when iPhone sales slump in China, it means billions of dollars lost. And it rattles markets across the world. These are the three big factors dragging down Apple in China. CNBC video above published Jan 9, 2019.

"[D]ue to the ubiquitousness of WeChat, Apple's iOS holds a less prominent place in the Chinese user's mindspace - the iPhone retention rate is only 50%"--seekingalpha.com.

Huawei smartphone sales leap as Apple iPhone sales stall

Huawei is eyeing top spot in the smartphone market after overtaking Apple in 2018. iPhone's China shipments fell 22% in fourth quarter last year. Financial Times (ft.com) video above published Jan 25, 2019.
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