I****m
发帖数: 771 | 1 WellPoint Health Networks (WLP): Q3 EPS of $1.74 beats by $0.17. Revenue of
$14.3B (-5.7%) vs. $14.2B. (PR)
Earnings: Tuesday After Close
American Capital (ACAS): Q3 EPS of $0.17 beats by $0.01. Revenue of $109.5M
(-8.3%) in-line. Shares +1.5% AH.
(PR)
Argo Group (AGII): Q3 EPS of $0.69 beats by $0.07. Revenue of $333M (-12.4%)
vs. $308M. (PR)
Bio-Rad Laboratories (BIO): Q3 EPS of $1.59 beats by $0.38. Revenue of $471M
(+2.2%) vs. $477M. (PR)
Blackbaud (BLKB): Q3 EPS of $0.25 in-line. Revenue of... 阅读全帖 |
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I****m
发帖数: 771 | 2 Earnings: Wednesday Before Open
* Check Point Software (CHKP): Q3 EPS of $0.63 beats by $0.04. Revenue
of $273.2M (+16.9%) vs. $262.8M. (PR)
* Comerica (CMA): Q3 EPS of $0.33 misses by $0.08. Shares -8.8%
premarket. (PR)
* EnCana (ECA): Q3 EPS of $0.13 misses by $0.06. Shares -4.3% premarket.
(PR)
* Quest Diagnostics (DGX): Q3 EPS of $1.13 beats by $0.13. Revenue of $1
.86B (-1.7%) vs. $1.87B. (PR)
Earnings: Tuesday After Close
* Altera (ALTR): Q3 EPS of $0.69 beats by $0.04.... 阅读全帖 |
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l**t
发帖数: 6971 | 3 又是百多人在线没人说话！当初我第一次来这里灌水，就是因为Apple大跌，吓得我跑来跟广大果农讨论，互相壮胆。现在这种日子又回来了:(((
下周二的ER，Macworld之后iPhone，Mac和Leopard大家都有数了。最大的变数现在是iPod。2004-2006 Christmas season（FQ1) iPod的sales分别为4.6m,14m and 21m。无论从增速（300%->50%)还是从增加的绝对值（10m->7m）都在放缓。2007年Christmas analysts的估计从23.5m到26m不等，但即使最高的估计也只代表24% or 5m的growth。最低的估计只代表12%的growth。
iPod的市场肯定是已经saturate了。Apple 07年的解决办法是搞出个iPod Touch，促使existing iPod owners upgrade，同时起到提高ASP的作用。当然iPhone本身也suppose是做这个用的，而且iPhone作为cell phone，本来应该吸引不用mp3 player的人来买，但看来大家用free phone习惯了，买iP |
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I****m
发帖数: 771 | 4 Earnings: Tuesday Before Open
Dollar Thrifty Automotive Group (DTG): Q3 EPS of $1.51 beats by $0.03.
Revenue of $443M (+1%) vs. $456M. (PR)
Fresh Del Monte Produce (FDP): Q3 EPS of $0.22 misses by $0.05. Revenue of $
793M (+3.5%) vs. $798M. (PR)
Genesee & Wyoming (GWR): Q3 EPS of $0.53 beats by $0.03. Revenue of $157M (+
14.7%) vs. $158M. (PR)
Medco Health Solutions (MHS): Q3 EPS of $0.91 beats by $0.03. Revenue of $16
.3B (+10.3%) vs. $16.1B. (PR)
Mednax (MD): Q3 EPS of $1.06 beats by $0.01. Re... 阅读全帖 |
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T*C
发帖数: 5492 | 5 Oracle (ORCL): FQ1 EPS of $0.53 in-line. Revenue of $8.18B (-2% Y/Y) misses
by $240M. |
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J********i
发帖数: 50662 | 6 Hewlett-Packard (HPQ): FQ1 EPS of $0.82 beats by $0.11. Revenue of $28.36B (
-6% Y/Y) beats by $570M. Expects FQ2 EPS of $0.80-$0.82, above $0.77
consensus. Expects FY13 EPS of $3.40-$3.60, above $3.32 consenus. |
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J********i
发帖数: 50662 | 7 wk，数据真丑陋，不过总算beat了
More on H-P's FQ1: FY13 guidance is unchanged, but the Street might believe
it now. PC sales -8% Y/Y, better than FQ4's -14%. Printing -5% (even with
FQ4) - consumer hardware -13%, commercial -6%. Enterprise hardware -4% (-9%
prior) - high-end servers -24%, x86 servers -3%, storage -13%, networking +4
%. Services -7% (-6% prior), op. margin just 1.3%. Software -2%, license
revenue -16%. R&D -13% Q/Q to just $794M (2.7% of revenue), SG&A up slightly
. $253M worth of buybacks.
... 阅读全帖 |
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d******5
发帖数: 4273 | 9 Salesforce slumps as dealReporter states M&A talks are slow
Sources tell dealReporter Salesforce (CRM -1.9%) buyout talks are
currently quiet, and that a deal could take time. Shares have moved lower
in response.
Salesforce, quite volatile over the last 3 weeks as various M&A rumors
have emerged and been refuted, remains up 6% from where it traded before
Bloomberg first reported the company had been approached by a potential
acquirer on April 29.
FQ1 results arrive tomorrow afternoon. |
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d******5
发帖数: 4273 | 10 Salesforce beats estimates, issues solid guidance; shares rise
Salesforce.com (NYSE:CRM): FQ1 EPS of $0.16 beats by $0.02.
Revenue of $1.51B (+22.8% Y/Y) beats by $10M.
Expects FQ2 revenue of $1.59B-$1.6B (+21% Y/Y) and EPS of $0.17-$0.18 vs.
consensus of $1.59B and $0.17.
Expects FY16 (ends Jan. '16) revenue of $6.52B-$6.55B (+21%-22% Y/Y) and
EPS of $0.69-$0.71 vs. consensus of $6.51B and $0.69. |
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d******5
发帖数: 4273 | 11 Splunk beats estimates, provides strong guidance; shares lower
Splunk (NASDAQ:SPLK): FQ1 EPS of -$0.01 beats by $0.02.
Revenue of $125.7M (+46.3% Y/Y) beats by $7.49M.
Expects FQ2 revenue of $138M-$140M, above a $136.4M consensus.
Expects FY16 (ends Jan. '16) revenue of $610M-$614M, up from prior
guidance of $600M and above a $603.6M consensus.
这股ER后往往大动：大跌就买，大涨就卖。 |
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d******5
发帖数: 4273 | 12 Salesforce slumps as dealReporter states M&A talks are slow
Sources tell dealReporter Salesforce (CRM -1.9%) buyout talks are
currently quiet, and that a deal could take time. Shares have moved lower
in response.
Salesforce, quite volatile over the last 3 weeks as various M&A rumors
have emerged and been refuted, remains up 6% from where it traded before
Bloomberg first reported the company had been approached by a potential
acquirer on April 29.
FQ1 results arrive tomorrow afternoon. |
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d******5
发帖数: 4273 | 13 Salesforce beats estimates, issues solid guidance; shares rise
Salesforce.com (NYSE:CRM): FQ1 EPS of $0.16 beats by $0.02.
Revenue of $1.51B (+22.8% Y/Y) beats by $10M.
Expects FQ2 revenue of $1.59B-$1.6B (+21% Y/Y) and EPS of $0.17-$0.18 vs.
consensus of $1.59B and $0.17.
Expects FY16 (ends Jan. '16) revenue of $6.52B-$6.55B (+21%-22% Y/Y) and
EPS of $0.69-$0.71 vs. consensus of $6.51B and $0.69. |
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d******5
发帖数: 4273 | 14 Splunk beats estimates, provides strong guidance; shares lower
Splunk (NASDAQ:SPLK): FQ1 EPS of -$0.01 beats by $0.02.
Revenue of $125.7M (+46.3% Y/Y) beats by $7.49M.
Expects FQ2 revenue of $138M-$140M, above a $136.4M consensus.
Expects FY16 (ends Jan. '16) revenue of $610M-$614M, up from prior
guidance of $600M and above a $603.6M consensus.
这股ER后往往大动：大跌就买，大涨就卖。 |
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