3D Systems (DDD) -9.5% following its mixed Q4 results. The 3D printer maker, whose 3-for-2 split goes into effect today, is guiding for 2013 revenue of $440M-$485M and $1-$1.15 vs. a split-adjusted consensus of $442.2M and $1.05. Q4 gross margin was 51.7%, -10 bps Q/Q and +460 bps Y/Y. Backlog +23% Q/Q to $11.4M. R&D spending (the subject of some criticism) +70% Y/Y to $7.8M (8% of revenue). SG&A +51% to $26.5M. Q4's 45% growth a slowdown from Q3's 57%. SSYS -6.5%. XONE -5.2%. PRLB -3.3%. CC underway (webcast). (PR) (slides) [View news story]
Congratulations on your timing. I'll be buying more. The impact of 3D printing is far-reaching and I think we're in the first inning. I'm not a market timer but I know a secular trend when I see one.
Please tell me why SODA is a good investment. I own a sodastream, love it, but I do not see where it can grow from this product. Where is the sustainable cash flow? Just wondering.
QuickLogic Wins 3 New Production Orders Despite Revenue Miss [View article]
I totally agree with you so long as "booked" does not mean "earned" revenue in December. I have not studied QUIK's revenue recognition policies but want to be sure they did not accelerate revenue recognition just to make the quarter look respectable. Do you have any insight into this?
When I have done some more work on this company I might write an article as well. I wanted to test the water and buy a little bit early as I think this could be a very large opportunity.
More on Groupon's Q2: Gross billings totaled $1.29B, +39% Y/Y but -4% Q/Q. North American revenue +66% Y/Y and 40% of total, international +31% and 60% of total. Marketing expenses -58% Y/Y, largely responsible for the EPS beat. But cost of revenue +146%, well above revenue growth. Active customers up by 1.1M Q/Q to 38M. Free cash flow of $48.6M, down from Q1's $70.6M. GRPN now -14.2% AH. (PR) [View news story]
A lot of acquisitions. What is the growth if we remove consolidation from the financials? In other words, are they reporting better numbers because they bought businesses? If I were on the call, I would ask that question.
Why Groupon Is Unfairly Linked To Zynga And Could Double Within A Year [View article]
Oh don't get me wrong...I think Groupon is not a good idea at all. Check out my articles on GRPN (here is one): http://bit.ly/OeuIBu ....In my other article, I gave them a year until bankruptcy.
I just don't think the two companies should be linked.
Facebook (FB +0.3%) is preparing to introduce a "Want" button to go with its now-ubiquitous "Like" and "Recommend" buttons, and perhaps also a way to indicate an item has been purchased. The features stand to give Facebook and retailers who leverage it a trove of information about user buying interest and activity. That could help boost Facebook's low ad prices and click-through rates, and just maybe open the door to generating e-commerce affiliate fees, as many have hoped. [View news story]
I agree with Elaine33...You said it better than I did, though.
Best Buy (BBY -0.7%) confirms that it's in the process of laying off employees working in its Geek Squad across the country. The company says its on-site repair service will still remain intact, but will be restructured. [View news story]
I'm surprised this company is still around. Once a fantastic business model, it seems too difficult to compete with those who sell online and hold little to no physical inventory. Plus, big box competitors went out of business a while ago. Wish it weren't true...I like being able to look and touch before I buy.
Google Might Have Decided To Put Amazon.com Out Of Business [View article]
3D Systems (DDD) -9.5% following its mixed Q4 results. The 3D printer maker, whose 3-for-2 split goes into effect today, is guiding for 2013 revenue of $440M-$485M and $1-$1.15 vs. a split-adjusted consensus of $442.2M and $1.05. Q4 gross margin was 51.7%, -10 bps Q/Q and +460 bps Y/Y. Backlog +23% Q/Q to $11.4M. R&D spending (the subject of some criticism) +70% Y/Y to $7.8M (8% of revenue). SG&A +51% to $26.5M. Q4's 45% growth a slowdown from Q3's 57%. SSYS -6.5%. XONE -5.2%. PRLB -3.3%. CC underway (webcast). (PR) (slides) [View news story]
3 Short Squeeze Plays [View article]
3 Short Squeeze Plays [View article]
3D Systems States That Its Policy is Not to Comment on Unusual Market Activity [View article]
QuickLogic Wins 3 New Production Orders Despite Revenue Miss [View article]
When I have done some more work on this company I might write an article as well. I wanted to test the water and buy a little bit early as I think this could be a very large opportunity.
More on Groupon's Q2: Gross billings totaled $1.29B, +39% Y/Y but -4% Q/Q. North American revenue +66% Y/Y and 40% of total, international +31% and 60% of total. Marketing expenses -58% Y/Y, largely responsible for the EPS beat. But cost of revenue +146%, well above revenue growth. Active customers up by 1.1M Q/Q to 38M. Free cash flow of $48.6M, down from Q1's $70.6M. GRPN now -14.2% AH. (PR) [View news story]
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Why A Greek Exit From The Euro Isn't Inevitable [View article]
Why Groupon Is Unfairly Linked To Zynga And Could Double Within A Year [View article]
Why Groupon Is Unfairly Linked To Zynga And Could Double Within A Year [View article]
I just don't think the two companies should be linked.
Why Groupon Is Unfairly Linked To Zynga And Could Double Within A Year [View article]
Facebook (FB +0.3%) is preparing to introduce a "Want" button to go with its now-ubiquitous "Like" and "Recommend" buttons, and perhaps also a way to indicate an item has been purchased. The features stand to give Facebook and retailers who leverage it a trove of information about user buying interest and activity. That could help boost Facebook's low ad prices and click-through rates, and just maybe open the door to generating e-commerce affiliate fees, as many have hoped. [View news story]
Best Buy (BBY -0.7%) confirms that it's in the process of laying off employees working in its Geek Squad across the country. The company says its on-site repair service will still remain intact, but will be restructured. [View news story]