$CTSH

Technology, Media & Telecom Cognizant (CTSH) Q3 adj EPS $1.06 vs. est. $1.05; Q3 revs $4.7B vs. est. $4.72B; sees Q4 revenue $4.75B-$4.79B vs. est. $4.76B; sees FY21 adjusted EPS $4.02-$4.06 vs. est. $4.05; sees FY21 revenue approximately $18.5B vs. est. $18.47B. Flex Inc. (FLEX) 2Q adj EPS $0.48 vs est. $0.40 on revs $6.2B vs est. $6.3B; guides 3Q revs $6.1-6.5B vs est. $6.9B, sees FY adj EPS $1.70-1.85 vs est. $1.80, sees FY revs $24.8-25.8B vs est. $26B Formfactor (FORM) 3Q adj EPS $0.40 vs est. $0.36 on revs $190Mm vs est. $188.6Mm; guides 4Q revs $192-204Mm vs est. $192.4Mm, sees 4Q adj EPS $0.37-0.45 vs est. $0.39 Impinj Inc. (PI) 3Q adj EPS ($0.04) vs est. ($0.10) on revs $45.2Mm vs est. $44.1Mm; guides 4Q adj EPS ($0.04)-0.02 vs est. ($0.14), sees 4Q revs $46-48Mm vs est. $42.3Mm iHeartMedia’s (IHRT) subsidiary, iHeart Operations, Inc., repurchased and cancelled all of its 60K outstanding shares of Series A Perpetual Preferred Stock, utilizing cash on hand. KLA-Tencor (KLAC) Q1 non-GAAP EPS $4.64 vs. est. $4.52; Q1 revs $2.08B vs. est. $2.04B; sees Q2 non-GAAP EPS $4.95-$5.85 vs. est. $5.14; sees Q2 revs $2.23B-$2.43B vs. est. $2.23B; Cash flow from operations and free cash flow were both records at $863.8M and $794.8M, respectively Knowles Inc. (KN) 3Q adj EPS $0.45 vs est. $0.40 on revs $233Mm vs est. $232Mm; guides 4Q revs $230-235Mm vs est. $239.6Mm, sees 4Q adj EPS $0.43-0.45 vs est. $0.41 MKS Instruments (MKSI) Q3 Non-Gaap EPS $2.79 vs. est. $2.77; Q3 revs $742M vs. est. $725.44M; sees Q4 EPS about $2.85 vs. est. $2.82 and revs about $760M vs. est. $735.6M Mimecast Ltd. (MIME) is exploring a possible sale, WSJ reported, according to people familiar with the matter. Mimecast, which has a market value of about $4.5 billion, is working with bankers to consider options including a sale or taking a big investment NetGear (NTGR) 3Q adj EPS $0.50 vs est. $0.42 on revs $290.2Mm vs est. $295Mm; guides 4Q revs $250-265Mm vs est. $328.6Mm ServiceNow (NOW) Q3 adj EPS $1.55 vs. est. $1.38; Q3 revs $1.5B vs. est. $1.47B; subscription revenues of $1.43B, representing 31% year-over-year growth, 30% adjusted for constant currency; sees Q4 sub revs $1.51B-$1.52B and year sub revs $5.46B-$5.57B Twilio (TWLO) shares fell -12%; Q3 EPS Non-GAAP EPS $0.01 vs. est. loss (-$0.08); Q3 revs rose 65% to $740.2M vs. est. $680.5M; sees Q4 revs $760M-$770M vs. est. $744.7M but EPS loss (26c-23c) vs. est. loss (15c); more than 250,000 Active Customer Accounts as of September 30, 2021, compared to 208,000 Active Customer Accounts as of September 30, 2020. Tyler Technologies (TYL) 3Q adj EPS $2.01 vs est. $1.76 on revs $460.6Mm vs est. $425Mm; guides FY adj EPS $6.94-7.02 vs est. $6.77, sees FY revs $1.577-1.597B vs est. $1.55B Ultra Clean (UCTT) Q3 non-GAAP EPS $1.07 vs. est. $1.01; Q3 revs $553.7M vs. est. $542.27M; sees Q4 non-GAAP EPS $1.12-$1.29 vs. est. $1.02; Q4 revenue $590M-$630M vs. est. $544.76M Upwork (UPWK) Q3 adj EPS $0.04 vs est. $0.02 on revenue $128.1M vs est. $126.6m, adj EBITDA $8.2M vs est. $4.5M; sees Q4 rev $130M-$132M vs est. $129.35M, adj EPS (5c)-(3c) vs est. (2c), FY adj EPS 5c-7c vs est. 6c and sales $496M-$498M vs est. $493.7M Wolfspeed (WOLF) Q1 adj loss EPS (-$0.21) vs. est. loss (-$0.23); Q1 revs $156.6M vs. est. $149.17M; sees Q2 adj EPS loss (20c)-(16c) vs. est. loss (23c); sees Q2 revs $165M-$175M vs. est. $157.91M

PANW,MELI,DXCM,RGEN,BIIB,BK,SNPS,GOOG,CSCO,TEAM,CTSH,CDW,LULU,ORLY,GILD,NVDA,CHTR,AMD,EBAY,XLNX,LOW,WMT,PFE,MRNA,

$CTSH - damn

Unusually heavy option volume on today's open include $TER, $JNPR, $SWKS, $CTSH, and $BLK.

$CTSH 85C Jun

$QRVO, $QCOM, $CTSH drop on earnings

$CTSH, $PYPL, $QCOM, $MET, $EBAY a few with earnings after close today

Upgrades 1/29: $ADP $ADS $BA $CPRI $CTSH $EGBN $ENTA $FVCB $HYRE $ICHR $JACK $LXRX $MBCN $MEOH $MSI $NICE $OBNK $ONEM $PHM $RIDE $SLF $SLM $SR $UCTT $WDC $XONE $ZYME

$CTSH to $95

$CTSH upgrade, $95

Upgrades 1/20: $BA $CTSH $DAL $DKNG $EQR $ESS $HAL $LITE $NFLX $NS $PII $SAN $SBH $UFS $WSM

$CTSH unusual call sweep 566 April(16) 85 calls opened for $3.40. $192K premium. 103 OI

$CTSH unusual call sweep 566 April(16) 85 calls opened for $3.40. $192K premium. 103 OI

$CTSH to $91

Upgrades 10/29: $BBY $BJ $BX $CASH $CB $CRTO $CTSH $DB $E $EGHT $FBK $ITW $PINS $SAN $VNDA

SWEEP DETECTED: >>1958 $CTSH Oct20 76.0 Calls trade $0.389 (FT Theo=0.29) Above Ask! [MULTI] 15:41:27 IV=27.5% ISO - OPENING 52WeekHigh Vol=2005, OI=3,

Like $EGHT, $TWTR, $GME, $CTSH, $IMAX, $ALCO, $ATUS

$CTSH 70C Nov

weekly $68.5 Cs on CTSH active

$CTSH heating up

$CTSH 71.5C next week

selling CTSH as well

going to sell these ctsh Ws soon

filled on CTSH

Im not cognizant of CTSH

1875 $CTSH Sep20 4th 66.0 Calls trade $2.15

1875 $CTSH Sep20 4th 66.0 Calls trade $2.15

1875 $CTSH Sep20 4th 66.0 Calls trade $2.15 (FT Theo=2.05) ASKSIDE PHLX 14:51:47 IV=31.8% +4.5 FLOOR - OPENING Vol=1975, OI=10,

$CTSH up very nicely, along with $QCOM and $SFM

After hour earnings include $FB, $TDOC, $PYPL, $PI, $SFM, $CTSH, $LRCX

$FB, $PYPL, $TDOC, $PI, $CTSH, $SFM some of the companies with earnings after todays market close

$CTSH upgraded with target raised to $75