First Adopter

Press Release
-revenue $10.6B (10.17B est) up 28% y/y, gross margin 65% (62.2% est), EPS 55c (30c est)
Guidance
-Q1 revenue $9.7B (9.35B est), gross margin 61% (58.8% est)
-FY2010 gross margin 61%
Conference Call
-broad based strength across all products and regions
-servers had a very strong quarter
-will refresh entire server line in next 3 months, 32nm Xeon multi-processor
-highest gross margin [...]

Press Release
-Q3 29-33c (56c est), revenue $1.33-1.35B (1.42B est)
-FY2010 40-55c (79c est), revenue $4.125-4.2B (4.26B est)
Conference call
-Europe especially weak. -15% y/y vs. flat expectation
-forecasting flat to negative high single digits for overall industry packaged goods this year
Q&A
-fabulous title plan this year including Medal of Honor, Need for Speed, Sims for console, Fifa in a World [...]

Press Release
-revenue $1.74B (1.6B est) +24.1% y/y. EPS 23c (7c est)
-DRAM products +50% q/q due to 25% increase in sales volume and 21% increase in ASP
-NAND flash +21% q/q due to 16% increase in sales volume and 5% increase in ASP
-gross margin for memory products improved to 27% from 12% last quarter
-generated $326 million of [...]

-earnings -37c vs. -32c est. revenue $302M vs. $266M est.
-new WebOS update at CES, Pixi will be faster. >800 apps
-investing heavily in marketing
-Q2 ASP $375 vs. Q1 $427
-80% of sell-through was WebOS devices
-lower than expected sales at Sprint
-Will dramatically ramp TV ads with new marketing campaign later this quarter
-gross margin mid/upper 20s second half of [...]

Press Release
-Revenue $3.92B (3.78B est.), +41% y/y. 10.1M units shipped
-EPS 1.10 (1.04 est.), gross margin 42.7%
-4.4 million net adds, 36 million subscribers
-$4.33 net cash/share
Guidance
-Q4 revenue $4.2-4.4B (4.11B est.), EPS 1.23-1.31 (1.12 est.)
-Gross margin 43.5%, net adds 4.4-4.7M, units 10.6-11.2M
-$275M cap ex, ASP $320
Conference Call
-first time ever they shipped over 10M units. 75M shipped-to-date
-530 carriers in [...]

Press Release
-revenue $12.02 billion (11.98B est), EPS 53c (43c est)
-comp store sales +1.7%, gross margin 24.5%, operating margin 3.1%
-domestic same-store sales improved sequentially each month of the quarter finishing with 8.4% comp in November
-positives: notebooks, flat panel TVs, cellphones, appliances, cameras. negatives: gaming, music, movies
-international comp -4% ex-FX
Guidance
-revenue FY2010 $49-49.5 billion (48.6B est)
-EPS $3.00-3.15 (2.95 [...]

Winners
-Modern Warfare 2 (Activision/Infinity Ward) blockbuster record breaking launch. 6.07 million units
-New Super Mario Bros. Wii (Nintendo). 1.4 million units. I expect this one to have long legs
Losers
-Uncharted 2 (Sony/Naughty Dog) disappeared out of the top 20 after being number one last month. Stunning decline for probably the best game this year. I feel bad [...]

CHW has interviewed the CEO interview.
-Nvidia is a software company
-will exit the chipset market over 1.5 to 2 years as Intel using disruptive tactics with DMI for next-generation CPUs
-2/3rd of revenue comes from games, but 2/3rds of profits come from Quadro work-stations
-many Tegra smartphones will come out in Q1, Q2, Q3 2010
-big players out-side of [...]

Press Release
-revenue $12.92 billion (12.32B est), EPS 40c (32c est)
-adding deferred revenue from Windows 7 upgrade program revenue $14.39 billion, EPS 52c
-Windows 7 launched October 22nd, 2009
-$38.998 billion net cash, $4.34 net cash/share
Guidance
-Reducing operating expenses to $26.2-26.5 billion for FY2010
-Capex $2.0 billion, COGS up 1% y/y as percentage of revenue
-Tax rate 25%
Conference call slides
-revenue driven [...]

Press Release
-revenue $5.45 billion +28% y/y +29% ex-FX (5.03B est), EPS 45c (33c est)
-FCF $1.92 billion trailing 12 months +98% y/y
-operating income $251 million +62% y/y
-Kindle #1 bestselling item in terms of units and dollars. Latest generation shipped this week for $259 in 100 countries
-North America media +20% y/y, electronics +50% y/y
-International media +32% y/y, [...]