16:13 IBM IBM sees FY11 of ‘at least $13.35’ vs $13.30 Capital IQ Consensus Estimate; previous guidance was ‘at least $13.25’
16:12 IBM IBM prelim $3.28 vs $3.22 Capital IQ Consensus Estimate; revs $26.2 bln vs $26.25 bln Capital IQ Consensus Estimate…
16:05 VMW VMware sees Q4 revs $1.03-1.06 bln vs $1.03 bln Capital IQ Consensus Estimate
16:05 VMW VMware prelim $0.53 vs $0.50 Capital IQ Consensus Estimate; revs $942 mln vs $929.01 mln Capital IQ Consensus Estimate
source: briefing.com
16:02 CROX Crocs sees Q3 $0.31-0.33 vs $0.40 Capital IQ Consensus Estimate; revs $273-275 mln vs $280.42 mln Capital IQ Consensus Estimate
16:05 CROX Crocs believes Q4 revenue will grow in the low teen range, vs consensus growth expectations of +23% -…
16:01 IM Ingram Micro sees Q3 EPS of $0.32-0.34 vs $0.41 Capital IQ Consensus Estimate; revs $8.9 bln vs $8.91 bln Capital IQ Consensus Estimate
source: briefing.com
16:13 AA Alcoa misses Q3 ests on the bottom line, beats on revs; reaffirms FY11 global aluminum demand (10.30 +0.21)
Reports Q3 (Sep) earnings of $0.15 per share, or $172 mln, including items, may not be comparable to the Capital IQ Consensus Estimate …
16:57 NVDA NVIDIA sees FY13 revs guidance of $4.7-5.0 bln vs. $4.5 bln Capital IQ Consensus Estimate (13.18 +0.2)
It expects GAAP and non-GAAP gross margins of ~51-53%. NVIDIA further anticipates GAAP operating expenses of $1.54 billion to $1.61 bln, a…
17:36 CRM Salesforce.com on Conference Call- Asked if Q3 guidance takes into account a softening environment; says they have not seen any softening in their business; demand remains strong (114.06 -12.25) -Update
16:08 CRM Salesforce.com beats by $0….
June 9, 2011
The Unemployment Insurance Weekly Claims Report was released this morning for last week. Claims rose 1,000 from an upward revision of the previous week, but the 4-week moving average declined by 2,750.
Today’s seasonally adjusted n…
TXN lowering guidance. PE is only 12.3 X and dividend yield is 1.6%. Semiconductors/Semiequip are cyclical industries, and often the cyclical top in a stock after peak earnings are achieved for the cycle, and vice versa for the cyclical low. The stock…
May 31, 2011 Monthly Update
The Latest Conference Board Consumer Confidence Index was released this morning based on data collected through May 18th. The 60.8 reading is significantly lower than the consensus estimate of 66.3, reported by Briefi…
