Seeking Alpha

EARNINGS CENTER

LATEST TRANSCRIPTS more »
MOST POPULAR TRANSCRIPTS more »
BASIC MATERIALS TRANSCRIPTS more »
CONGLOMERATES TRANSCRIPTS more »
CONSUMER GOODS TRANSCRIPTS more »
FINANCIAL TRANSCRIPTS more »
HEALTHCARE TRANSCRIPTS more »
INDUSTRIAL GOODS TRANSCRIPTS more »
SERVICES TRANSCRIPTS more »
TECHNOLOGY TRANSCRIPTS more »
UTILITIES TRANSCRIPTS more »
EARNINGS CURRENTS more »
  • 5:35 PM Notable earnings after Thursday's close: PAY, RUE 1 Comment
  • 5:34 PM More on Synopsys (SNPS): FQ2 comes in mixed , beating on revenue but coming up shy on a per share basis. Net earnings plummeted 74% Y/Y on acquisition-related charges, masking actual revenue growth. The company is raising its FY12 guidance based on the robustness of its business base and the rapid integration of its Magma Design Automation acquisition earlier this year. It now expects FY earnings of $2.03 - $2.07 per share on revenue of $1.74B - $1.76B. Comment!
  • 5:30 PM Notable earnings before Thursday’s open: COST, HNZ, PDCO, TD, TIF Comment!
  • 5:23 PM AFC Enterprises (AFCE): Q1 EPS of $0.35 beats by $0.04. Revenue of $52.8M (+14% Y/Y) beats by $3M. (PR) Comment!
  • 5:12 PM Bristow Group (BRS): FQ4 EPS of $1.22 beats by $0.22. Revenue of $318.7M (+16% Y/Y) misses by $8M. (PR) Comment!
  • 5:11 PM More on NetApp's FQ4: No explanation is provided for the soft FQ1 guidance in the earnings release. The guidance is another indication (I, II) of a tough IT spending environment, though the possibility of additional market share losses to EMC and others is also strong. Sales & marketing expenses only rose 3% Y/Y, but R&D expenses rose 26%.  NTAP -22.1% AH. EMC -3.6%. STEC -1.2%. Earnings call starts at 5:30 PM ET (webcast). (PR) Comment!
  • 4:52 PM More on Phillips-Van Heusen (PVH): Q! beats across the board on a 4% Y/Y increase in total revenue. Net earnings jumped 60% Y/Y on continued momentum in its Calvin Klein and Tommy Hilfiger brands. For Q2, the company guides to the high end of the range, now expecting an EPS Of $1.18 - $1.20, versus expectations of $1.18 per share. For the full year, EPS is seen in the range of $6.15 - $6.25 per share. THe Street view is for $6.18 per share. Shares +1.8% AH. Comment!
  • 4:36 PM More on Valence Technology (VLNC): FQ4 misses on all counts as total revenue declines 4.3% Y/Y. Operating losses increased to $9.6M, compared to a loss of $9.0M in the year ago period. Gross margin also fell to 17% compared to 21% last year. Comment!
  • 4:32 PM More on H-P's FQ2: PC division sales flat Y/Y, much better than Dell's numbers and a big improvement from FQ1's 15% drop. Enterprise hardware -6% (-10% in FQ1) as server declines offset modest networking/storage increases. Software +22% Y/Y (+30% in FQ1), though Autonomy saw a significant license revenue drop. Printing -10% (-7% in FQ1) as mobile/Internet photo sharing take a toll. Services -1% (+1% in FQ1). $350M in shares repurchased. HPQ +5.7% AH. Earnings call just started. (PR) Comment!
  • 4:19 PM More on Pandora's FQ1: The company expects FQ2 revenue of $99M-$101M and EPS of -$0.03 to -$0.05 vs. a consensus of $99.9M and -$0.03. However, it's guiding for FY13 revenue of $420M-$427M and EPS of -$0.07 to -$0.11, above a consensus of $415.9M and -$0.17. Listener hours +14% Q/Q and +92% Y/Y to 3.09B. Active users +10% Q/Q and +53% Y/Y to 51.9M. 5.95% share of U.S. radio listening, up from 5.55% in FQ4, 3.11% in year-ago period. P +8.8% AH. (PR) Comment!
  • 4:17 PM Valence Technology (VLNC): FQ4 EPS of -$0.02 misses by $0.01. Revenue of $13.3M (-4.3% Y/Y) misses by $13M. (PR) Comment!
  • 4:12 PM Sigma Designs (SIGM): Q1 EPS of -$0.26 beats by $0.08. Revenue of $40.3M (-33.5% Y/Y) beats by $3M. Shares -0.3% AH. (PR) Comment!
  • 4:11 PM Synopsys (SNPS): FQ2 EPS of $0.53 misses by $0.02. Revenue of $432M (+9.9% Y/Y) beats by $15M. Shares -0.1% AH. (PR) Comment!
  • 4:10 PM Hewlett-Packard (HPQ): FQ2 EPS of $0.98 beats by $0.07. Revenue of $30.69B (-3% Y/Y) beats by $770M. Expects FQ3 EPS of $0.94-$0.97, below $1.02 consensus. Expects FY12 EPS of $4.05-$4.10, above $4.03 consensus. Shares +7.1% AH. (PR) 2 Comments
  • 4:08 PM Phillips-Van Heusen (PVH): Q1 EPS of $1.30 beats by $0.04. Revenue of $1.43B (+4% Y/Y) beats by $30M. Shares +3.4% AH. (PR) Comment!
  • 4:06 PM Pandora Media (P): Q1 EPS of -$0.09 beats by $0.08. Revenue of $80.8M (+58% Y/Y) beats by $6M. Shares +14.3% AH. (PR) Comment!
  • 4:04 PM NetApp (NTAP): FQ4 EPS of $0.66 beats by $0.03. Revenue of $1.7B (+19% Y/Y) beats by $20M. Expects FQ1 revenue of $1.4B-$1.5B and EPS of $0.34-$0.39, below consensus of $1.61B and $0.59. Shares -11.8% AH. (PR) 1 Comment
  • 2:25 PM Zale Corp.'s (ZLC +9%) jumps after beating FQ3 earnings estimates this morning. Losses narrowed as the company continues to post same-store sales growth, led by its domestic business. The company says momentum is continuing into the current quarter, with May month-to-date comp store sales currently up about 15%. Comment!
  • 12:59 PM Movado Group (MOV +8.7%) raises its full-year guidance, saying it expects Q1 profit to soar on a double-digit increase in sales of its accessible luxury and licensed brand categories. It now expects to earn around $29M - $29.7M, or $1.15 per share, compared with previous guidance of $27M - $28M, or $1.10 per share. Sales are expected to increase around 9% to $505M - $510M, up from prior estimates of $500M - $505M. Comment!
  • 12:40 PM Hormel Foods (HRL +2.4%) moves higher on a mixed Q2, beating on its EPS but missing on revenue. Net earnings rose 17% as strong demand for turkey burgers and Spam helped offset lower sales of refrigerated foods and pork products. While operating profit increased in four of five units, volumes were down in its grocery products and refrigerated foods divisions - a sign brand-name food makers continue to struggle after raising prices throughout 2011. Comment!
See more Earnings Market Currents »

FIND TRANSCRIPTS

You can use: AND, NOT, OR, " " (exact phrase)

LATEST EARNINGS ARTICLES

More Earning Articles »
LATEST COMMENTS