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Leigh Drogen

 
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  • Why Hewlett-Packard Needs To Show Progress On The Bottom Line Wednesday
    Tue, Aug. 19 HPQ 3 Comments

    Summary

    • Hewlett-Packard is in the midst of a two-year restructuring process.
    • By cutting jobs and shaving costs, HP expects to deliver higher profits to shareholders.
    • Last quarter, HP saw its revenues decline by 1%, while earnings rose 1% compared to the same quarter last year.
  • Don't Expect 'Hole In One' Earnings From Dick's Sporting Goods
    Mon, Aug. 18 DKS 4 Comments

    Summary

    • Dick’s Sporting Goods is set to report earnings for its second fiscal quarter of 2015 before the opening bell on Tuesday, August 19th.
    • The crowdsourced earnings expectations from Estimize are slightly ahead of Wall Street, which is forecasting 65 cents in EPS and $1.655 billion in sales.
    • Still, investors on the platform are not expecting a particularly good from Dick’s. Continued weakness in golf and hunting gear is a considerable concern.
  • Here's The Next $100 Billion Company (Podcast)
    Sun, Aug. 10 Z, KORS, COH Comment!

    Summary

    • For this week's episode we are pleased to be joined by Sean Udall, one of the top performing analysts from the Estimize community.
    • We talk about why Zillow could be the next $100 billion company.
    • Other highlights include: KORS, COH, DIS, SSYS, SYMC, ANET.
  • The Boston Beer Company Has A Secret Weapon, And It Isn't Even A Beer
    Fri, Aug. 8 SAM 2 Comments

    Summary

    • 2014 has been turbulent for Boston Beer stock, but company shares have more than doubled since the start of 2012.
    • Driven by growth in both craft beer and hard cider, the financial fundamentals at Boston Beer began to pick up during the company's first fiscal quarter of 2013.
    • Cider is a colossal opportunity for Boston Beer, and results from recent quarters are promising.
  • Here's Why The New FarmVille Will Be A Dud For Zynga
    Thu, Aug. 7 KING, ZNGA 8 Comments

    Summary

    • Zynga is set to report earnings for its second fiscal quarter of 2014 after the market closes on Thursday, August 7th.
    • Zynga’s earnings have been falling along with its customer base, but the company has been hard at work releasing 30+ games.
    • On Thursday we will get our first look at the performance of Zynga’s secret weapon, FarmVille 2: Country Escape.
    • Investors in the market and on Estimize are sending a unified message: they think Zynga’s new game will be a flop.
  • Here's Why Green Mountain Coffee's Success Depends On The Keurig 2.0
    Tue, Aug. 5 GMCR 8 Comments

    Summary

    • Keurig Green Mountain is set report earnings for its third fiscal quarter after the market closes on Wednesday, August 5th.
    • As the rate of earnings growth continues to gradually approach 0, pressure is mounting for the Keurig 2.0 to become the coffee pod monopoly establisher that Green Mountain needs it to be.
    • All Keurig needs to do is sell the 2.0 and ensure that its new rights management technology can keep imitators out.
  • Here's Why Investors Are So Excited About Zillow
    Tue, Aug. 5 Z 13 Comments

    Summary

    • Zillow is set to release its second fiscal quarter earnings report of 2014 on Tuesday, August 5th after the market closes.
    • Zillow will be acquiring rival Trulia for $3.5 billion.
    • Trulia will continue to be operated independently as a separate brand under Zillow's ownership.
    • Contributing analysts on Estimize are expecting Zillow's revenue to increase by 62% on a year-over-year basis.
  • What Does Michael Kors Need To Do To Stay On Top?
    Sun, Aug. 3 COH, KORS 3 Comments

    Summary

    • Over the past couple of years Kors has been on fire, but there are warning signs that Kors could be about to lose its spot on top.
    • The price of KORS shares took a tumble in July, and some analysts fear that the company could be in for a relatively weak quarter.
    • This quarter the contributing buy side and independent analysts on Estimize are forecasting that Kors will keep its streak of topping the Street's consensus unblemished.
  • This Week On Estimize Podcast 8/1/14
    Fri, Aug. 1 TWTR, YELP, LNKD 1 Comment

    Summary

    • For this week’s episode we are pleased to be joined by Ryan Ruggaard, one of the top performing analysts from the Estimize community.
    • Highlights from this week’s call include breakdowns from some of the huge reports in social media including Twitter, Yelp and LinkedIn.
    • We also discuss the latest at Tesla, Panera Bread, Buffalo Wild Wings, Tableau Software, Boston Beer Co. and more.
  • Can LinkedIn's Earnings Keep Up With Facebook, Twitter, and Yelp?
    Thu, Jul. 31 LNKD 1 Comment

    Summary

    • LinkedIn Corp. is set to report FQ2 2014 earnings after the market closes on Thursday, July 31st.
    • This quarter 62 contributing analysts on Estimize.com have come to a consensus earnings expectation of 40c EPS and $514.81M in revenue.
    • Contributing analysts on the Estimize.com platform are forecasting that on Thursday LinkedIn will earn a penny per share more than Wall Street is predicting and beat the Street's revenue consensus by $3 million (<1%).
  • Here's Everything You Need To Know Before Tesla Reports Earnings On Thursday
    Thu, Jul. 31 TSLA 6 Comments

    Summary

    • Tesla reports FQ2 2014 earnings on Thursday, July 31st after the market closes.
    • Shares of Tesla have jumped higher in all 3 of the past 5 quarters when the company beat the earnings consensus from Estimize.com.
    • This quarter 86 contributing analysts on Estimize.com have come to a consensus estimate of 12c in earnings per share and $797.51 million in revenue.
  • Here's Why Yelp Might Be Ripe For A Takeover After Earnings
    Tue, Jul. 29 YHOO, YELP 2 Comments

    Summary

    • Although Yelp has became the de-facto leader in restaurant ratings, reviews, and search, the company has not posted a single break-even quarter since its IPO.
    • It's believed that many of the food-tech platforms may be ripe for consolidation.
    • Contributing analysts on the Estimize.com platform are forecasting that on Wednesday Yelp will lose 2c per share fewer than Wall Street is predicting and beat the Street's revenue consensus by a gap of less than $1 million.
  • MAUs Under Focus At Twitter, Here's What To Expect
    Tue, Jul. 29 TWTR 1 Comment

    Summary

    • Twitter is set to report FQ2 2014 earnings after the market closes on Tuesday, July 29th.
    • In recent quarters, it's become extremely clear that Twitter is struggling to grow its earnings and vital monthly active user number.
    • This quarter contributing analysts on Estimize.com have come to a consensus earnings expectation of 0c EPS and $281.20M in revenue compared to a consensus of -1c EPS and $280.39M from Wall Street.
  • Here's Why InvenSense Earnings May Slip This Quarter
    Tue, Jul. 29 INVN 2 Comments

    Summary

    • InvenSense is set to report FQ1 2015 earnings after the market closes on Tuesday.
    • Estimize.com analysts forecast InvenSense will report earnings 2c per share ahead of Wall Street's earnings forecast and beat the Street's revenue consensus by $1.5 million.
    • After missing on the bottom line last quarter, earnings expectations have become fairly subdued this time around.
  • Here's Why Panera Bread Won't Have A Great Quarter Like Chipotle
    Mon, Jul. 28 CMG, PNRA 1 Comment
  • Will Herbalife Earnings Be The Final Nail In The Coffin For Short Sellers?
    Sun, Jul. 27 HLF 186 Comments

    Summary

    • Herbalife Ltd. is set to report FQ2 2014 earnings after the market closes on Monday, July 28th.
    • This quarter 19 contributing analysts on Estimize.com have come to a consensus earnings expectation of $1.58 EPS and $1.365B in revenue.
    • Contributing analysts on the Estimize.com platform are forecasting that on Monday Herbalife will report earnings 1c (<1%) per share ahead of Wall Street's earnings forecast and report roughly in line with the Street's revenue consensus.
  • This Week On Estimize Podcast 7/25/14
    Fri, Jul. 25 FB, ANGI, UA Comment!

    Summary

    • We are proud to introduce our first ever “This Week on Estimize” Podcast.
    • This week I was joined by our Content Director, Kevin Havas, to provide color and commentary on an extremely busy week of earnings news.
    • Highlights from our call this week include: FB, ANGI, UA, SKX, FTNT, CHKP, FFIV, DPZ, GRUB, CMG, AAPL, HAS, LOGM.
  • Angie's List Is Dying For The Same Reason Facebook Is Winning
    Fri, Jul. 25 FB, ANGI 20 Comments

    Summary

    • Mark Zuckerberg has been executing flawlessly on the monetization of Facebook and demolishing the consensus from Wall Street each quarter.
    • On the other hand Angie's List has been growing revenue, but struggling to keep up with growth expectations.
    • Angie, you should have been paying more attention to what Mark said last quarter.
  • Here's Why Revenue Growth Is Expected To Slow At Visa
    Thu, Jul. 24 V 3 Comments

    Summary

    • Visa Inc. is set to report FQ3 2014 earnings after the market closes on Thursday, July 24th.
    • This quarter 38 contributing analysts on Estimize.com have come to a consensus earnings expectation of $2.18 EPS and $3.183B in revenue.
    • This quarter analysts on Estimize expect Visa's EPS to come back down to Earth, but still increase by 18% compared to the same quarter of last year.
    • Contributing analysts on the Estimize.com platform are forecasting that on Thursday Visa will report earnings 9c (4%) per share ahead of Wall Street's earnings forecast and beat the Street's revenue consensus by $22 million (~1%).
  • Starbucks Set To Maintain Pace Of Growth Despite Rising Cost Of Coffee
    Thu, Jul. 24 SBUX Comment!

    Summary

    • Starbucks Corp. is set to report FQ3 2014 earnings after the market closes on Thursday, July 24th.
    • This quarter 39 contributing analysts on Estimize.com have come to a consensus earnings expectation of 67c EPS and $4.148B in revenue.
    • Starbucks is also raising the prices of some drinks in stores between 5c and 20c and increasing the cost of packaged goods in food stores by 8%, which should help to boost profit margins further going forward.
    • Contributing analysts on the Estimize.com platform are forecasting that on Thursday Starbucks will report earnings a penny per share ahead of Wall Street's earnings forecast and miss the Street's revenue consensus by $10 million (<1%).
  • Will The New Fire Phone Heat Up Amazon.com's Sales This Quarter?
    Thu, Jul. 24 AMZN 4 Comments

    Summary

    • Amazon.com, Inc is set to report FQ2 2014 earnings after the market closes on Thursday, July 24th.
    • This quarter 44 contributing analysts on Estimize.com have come to a consensus loss expectation of -3c per share and $19.410B in revenue.
    • This quarter costs associated with the rollout of 2 new products are likely to hold Amazon back on the bottom line, but the business will continue to grow and Jeff Bezos will have even more cash to throw back into the reinvestment funnel.
    • Contributing analysts on the Estimize.com platform are forecasting that on Thursday Amazon will report a loss 10c per share smaller than Wall Street's earnings forecast and beat the Street's revenue consensus by $81 million (<1%).
  • This Is What Happens When A New Drug Hits The Market And Nobody Knows What To Expect
    Wed, Jul. 23 GILD 27 Comments

    Summary

    • Analysts have predicted that year over year sales could be up anywhere from 79% to 171%.
    • 39 contributing analysts on Estimize.com have come to a consensus earnings expectation of $1.90 EPS and $5.942B in revenue compared to a consensus of $1.80 EPS and $5.777B from Wall Street.
    • Contributing analysts on the Estimize.com platform are forecasting that on Wednesday Gilead will report earnings 10c (6%) per share ahead of Wall Street’s EPS forecast and beat the Street’s revenue consensus by $165 million (3%).
  • What Investors Will Be Looking For From Under Armour Thursday
    Wed, Jul. 23 UA 3 Comments

    Summary

    • Under Armour has grown its sales in each quarter over the past two years by a minimum of 23% on a year-over-year basis.
    • Under Armour still has a long way to go to catch its gigantic rival Nike, but then again Under Armour's sales are growing 2 to 3 times faster as well.
    • Under Armour historically posts its highest revenue in its third fiscal quarter, then shows declining revenue over the next nine months.
  • Here's What The Buy Side Expects From Qualcomm's Earnings
    Wed, Jul. 23 QCOM 3 Comments

    Summary

    • Qualcomm is set to report FQ3 2014 earnings after the market closes on Wednesday, July 23rd.
    • This quarter 41 contributing analysts on Estimize.com have come to a consensus earnings expectation of $1.26 EPS and $6.596B in revenue.
    • Contributing analysts on the Estimize.com platform are forecasting that on Wednesday Qualcomm will report earnings 4c (3%) per share ahead of Wall Street's EPS forecast and beat the Street's revenue consensus by $50 million (1%).
  • Here's What The Buy Side Expects From Microsoft On Tuesday
    Tue, Jul. 22 MSFT 2 Comments

    Summary

    • Microsoft Corp. is set to report FQ4 2014 earnings after the market closes on Tuesday, July 22nd.
    • Contributing analysts on the Estimize.com platform expect Microsoft to beat the Wall Street consensus by 5c per share and come in $176M under the Street's revenue consensus.
    • In Tuesday's report look for Microsoft to comfortably beat the Street's consensus on the bottom line.
  • Here's Why Hedge Funds Are Expecting Apple To Crush Earnings Estimates
    Tue, Jul. 22 AAPL 22 Comments

    Summary

    • Apple is set to report its next earnings release after the closing bell on Tuesday, July 22nd.
    • This quarter 139 contributing analysts on Estimize.com have come to a consensus earnings expectation of $1.29 in EPS and $38.810B in revenue compared to a consensus of $1.22 EPS and $37.975B in revenue from Wall Street.
    • This quarter contributing analysts on the Estimize.com platform expect Apple to beat the Wall Street earnings consensus by 7c per share and come in $835M ahead of revenue estimates.
  • McDonald's Earnings Preview: Breakfast Wars Are Heating Up
    Mon, Jul. 21 MCD 1 Comment
  • What Will Chipotle Serve Up To Investors This Quarter?
    Mon, Jul. 21 CMG Comment!

    Summary

    • Chipotle Mexican Grill is set to report FQ2 2014 earnings after the market closes on Monday, July 21st.
    • Chipotle stock faltered back in April after the company missed on earnings estimates, but topped sales forecasts.
    • Since the slip in April, shares of CMG have rebounded and moved up well over 10%.
  • Netflix Earnings Expected To Catapult Forward
    Sun, Jul. 20 NFLX 3 Comments

    Summary

    • Netflix's stock has been on a nice run lately despite some turbulence, and earnings expectations are sky high this quarter.
    • Netflix is set to report FQ2 2014 earnings after the market closes on Monday.
    • Contributing analysts on the Estimize.com platform are forecasting that on Monday Netflix will report earnings in-line with Wall Street's EPS forecast and sneak past the Street's revenue consensus by $2 million (<1%).
  • Will Hasbro Miss Earnings Like Mattel Did?
    Sun, Jul. 20 HAS, MAT 1 Comment

    Summary

    • Hasbro is set to report FQ2 2014 earnings before the market opens on Monday, July 21st.
    • This quarter 13 contributing analysts on Estimize.com have come to a consensus earnings expectation of 35c EPS and $835.44M in revenue compared to a consensus of 37c EPS and $842.84M from Wall Street.
    • The Estimize community is expecting Hasbro to miss the Wall Street consensus on both EPS and revenue.
  • Is IBM Revenue Growth Finally On The Horizon?
    Thu, Jul. 17 IBM 5 Comments

    Summary

    • IBM is set to report FQ2 2014 earnings after the market closes on Thursday, July 17th.
    • This quarter 40 contributing analysts on Estimize.com have come to a consensus earnings expectation of $4.33 EPS and $24.241B in revenue.
    • However, for next quarter which is expected to be reported in November, contributing analysts on Estimize.com are finally forecasting 1% year-over-year sales growth from IBM.
  • Q2 Consumer Internet Analyst Highlight Conference Call
    Wed, Jul. 16 YELP, LNKD, TWTR Comment!

    Summary

    • Buyside analysts Ryan Ruggard and Mike Czekaj discuss their calls for this quarter in the consumer internet space.
    • When Yelp chooses to turn on that EPS spigot and how it may impact the multiple at which the stock trades.
    • Our analysts also explore and discuss Twitter, Facebook, and LinkedIn in this first podcast.