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  • Monthly Auto Sales Preview: January 2015
    Fri, Jan. 30 GM, F Comment!

    Summary

    • While this is one of the slowest months of the year, expectations are for the highest reported January since 2006 despite the weather setback.
    • Results get a boost from January 2015 having 26 selling days compared to 25 in January 2014.
    • Declining gas prices continue to support to strong truck and SUV sales.
  • Earnings Preview: Facebook Q4 2014
    Mon, Jan. 26 FB 12 Comments

    Summary

    • Facebook reports 4Q 2014 earnings after the bell Wednesday.
    • Non-GAAP Earnings Per Share/Earnings Per Share Excluding Items: These measures are typically the same and comparable to estimates. Analysts expect $0.48 (range $0.39 to $0.56).
    • Revenues: Analysts expect an increase of 46.1% y/y to $3.78 bln (range $3.61 bln to $3.88 bln).
  • Earnings Preview: Broadcom Q4 2014
    Mon, Jan. 26 BRCM Comment!

    Summary

    • Broadcom, Corp. (BRCM) is slated to report 4Q 2014 earnings after the close on Thursday, January 29th.
    • Non-GAAP Earnings Per Share: The Street estimate is $0.87 (range $0.84 to $0.93).
    • Revenues: Company guidance was narrowed in December to a range of $2.08 bln to $2.15 bln (from $2.00 bln to $2.15 bln). Analyst expectations are for $2.11 bln.
  • Earnings Preview: Deckers Outdoor Q3 2015
    Mon, Jan. 26 DECK Comment!

    Summary

    • Deckers Outdoor, Corp. (DECK) is slated to report 3Q 2015 earnings after the bell on Thursday, January 29th.
    • Earnings Per Share: Current guidance is $4.46. The Street estimate is $4.53 (range $4.45 to $4.77).
    • Revenues: Current guidance is an increase of 10% y/y which equates to $809.6 mln. Analysts expect an increase of 10.8% y/y to $815.41 mln (range $804.40 mln to $837.18 mln).
  • Earnings Preview: Google Q4 2014
    Fri, Jan. 23 GOOGL, GOOG Comment!

    Summary

    • Google, Inc. is scheduled to report Q4'2014 earnings after the close of trading on Thursday, January 29th.
    • Non-GAAP Earnings Per Share: The current Street estimate is $7.12 (range $6.39 to $7.97).
    • The estimate for Revenues (Ex-Traffic Acquisition Costs) is $14,759.8 million.
  • Earnings Preview: Juniper Networks Q4 2014
    Fri, Jan. 23 JNPR Comment!

    Summary

    • Juniper Networks, Inc. (JNPR) is slated to report 4Q 2014 earnings after the bell on Tuesday, January 27th.
    • Non-GAAP Earnings Per Share: Company guidance is $0.28 to $0.32. The Street estimate is $0.31.
    • Revenues: Company guidance is for $1.025 bln to $1.075 bln. Analysts expect a decrease of 17% y/y to $1.06 bln.
  • Earnings Preview: Qualcomm Q1 2015
    Fri, Jan. 23 QCOM 4 Comments

    Summary

    • Qualcomm, Inc. (QCOM) is slated to report 1Q 2015 earnings after the bell on Wednesday, January 28th.
    • Non-GAAP Earnings Per Share: Company guidance is for $1.18 to $1.30. The current Street estimate is $1.25.
    • Revenues: Company guidance is for $6.6 bln to $7.2 bln. Analysts expect an increase of 4.7% y/y to $6.93 bln.
  • Earnings Preview: Caterpillar Q4 2014
    Fri, Jan. 23 CAT Comment!

    Summary

    • Caterpillar Inc. is slated to report 4Q 2014 earnings before the opening bell on Tuesday, January 27th.
    • Earnings Per Share: The current Street estimate is $1.55 (range $1.47 to $1.69).
    • Revenues: Analysts expect a decline of 1.5% y/y to $14.18 bln (range $13.65 bln to $15.10 bln).
  • Earnings Preview: Microsoft Q2 2015
    Thu, Jan. 22 MSFT 2 Comments

    Summary

    • Microsoft is slated to report 2Q2015 earnings after the bell on Monday, January 26th.
    • Adjusted Earnings Per Share & Non-GAAP Earnings Per Share: The current Street estimate is $0.71 (range $0.65 to $0.81).
    • Revenues: Analysts see an increase of 7.4% y/y to $26.32 bln (range $25.87 bln to $27.52 bln).
  • Earnings Preview: McDonald's Q4 2014
    Tue, Jan. 20 MCD Comment!

    Summary

    • McDonald's Corp. is slated to report Q4 2014 earnings before the bell on Friday, January 23rd.
    • Earnings Per Share: The current Street estimate is $1.23 (range $1.10 to $1.28).
    • Revenues: Analysts expect a decrease of 5.5% y/y to $6.70 billion (range $6.52 billion to $6.98 billion).
  • Earnings Preview: Intuitive Surgical Q4 2014
    Fri, Jan. 16 ISRG 2 Comments

    Summary

    • Intuitive Surgical, Inc. (ISRG) is slated to report 4Q 2014 earnings after the bell on Thursday, January 22nd.
    • Earnings Per Share: The current Street estimate is $4.38 (range $3.89 to $4.81).
    • Revenues: On January 13th, the company guided for revenue of $601 mln.
  • Earnings Preview: Netflix Q4 2014
    Fri, Jan. 16 NFLX Comment!

    Summary

    • Netflix, Inc. (NFLX) is slated to report 4Q2014 earnings after the bell on Tuesday, January 20th.
    • Earnings Per Share: Company guidance is $0.44. The current Street estimate is $0.45 (range $0.39 to $0.66).
    • Revenues: Analysts expect an increase of 26.3% y/y to $1.48 bln (range $1.47 bln to $1.50 bln).
  • Earnings Preview: Johnson & Johnson Q4 2014
    Fri, Jan. 16 JNJ 1 Comment

    Summary

    • Johnson & Johnson (JNJ) is slated to report 4Q 2014 earnings before the opening bell on Tuesday, January 20th.
    • Adjusted Earnings Per Share: The current Street estimate is $1.26 (range $1.21 to $1.29).
    • Revenues: Analysts expect an increase of 1.1% y/y to $18.56 bln (range $18.29 bln to $18.90 bln).
  • Earnings Preview: Intel Q4 2014
    Fri, Jan. 9 INTC 2 Comments

    Summary

    • Intel, Corp. (INTC) is slated to report 4Q 2014 earnings after the bell on Thursday, January 15th.
    • Earnings Per Share: The current Street estimate is $0.66 (range $0.62 to $0.69).
    • Revenues: Analysts expect an increase of 6.3% y/y to $14.70 bln (range $13.81 bln to $15.00 bln).
  • Earnings Preview: Bed Bath & Beyond Q3 2014
    Sat, Jan. 3 BBBY Comment!

    Summary

    • Bed Bath & Beyond, Inc. is slated to report 3Q 2014 earnings after the bell on Thursday, January 8.
    • Earnings Per Share: Company guidance is for $1.17 to $1.21. The Street estimate is $1.19 (range $1.17 to $1.22).
    • Revenues: Analysts expect an increase of 3.6% y/y to $2.97 bln (range $2.95 bln to $3.00 bln).
  • Monthly Auto Sales Preview: December 2014
    Dec. 31, 2014 F, GM Comment!

    Summary

    • The leading U.S. automakers are expected to show continued year-over-year December strength despite some sales having been pulled forward during the start of holiday shopping in November.
    • Results get a boost from good weather, having 26 sales days compared to 25 in December 2013, and declining gas prices.
    • The debate continues over whether auto-financing is the biggest sub-prime bubble since housing with December auto sales expected to hit their highest level since 2006.
  • Earnings Preview: BlackBerry Q3 2015
    Dec. 12, 2014 BBRY 174 Comments

    Summary

    • BlackBerry Limited (BBRY) is slated to report 3Q 2015 earnings before the bell on Friday, December 19th.
    • Adjusted Earnings Per Share: The Street estimate is -$0.05 (range -$0.16 to $0.05).
    • Revenues: Analysts expect a decline of 20.5% y/y to $948.82 mln (range $836.70 mln to $1.19 bln).
  • Earnings Preview: Oracle Q2 2015
    Dec. 12, 2014 ORCL Comment!

    Summary

    • Oracle Corporation (ORCL) is slated to report 2Q 2015 earnings after the bell on Wednesday, December 17th.
    • Non-GAAP Earnings Per Share: Company guidance is $0.66 to $0.70 (from their September conference call). The Street estimate is $0.68 (range $0.66 to $0.72).
    • Revenues: Company guidance of 0% to 4% growth equates to a range of $9.283 bln to $9.654 bln. Analysts see revenues rising 2.6% y/y to $9.52 bln.
  • Monthly Auto Sales Preview: November 2014
    Nov. 28, 2014 F 4 Comments

    Summary

    • The leading U.S. automakers are expected to show continued year-over-year strength despite November results having 25 sales days compared to 26 in November 2013.
    • Forecasts remain elevated in large part because of expected Black Friday sales.
    • As Ford has been forced to manage their inventory of the F-Series, General Motors has gotten a boost but that ends in December.
  • Earnings Preview: Hewlett-Packard Q4 2014
    Nov. 24, 2014 HPQ Comment!

    Summary

    • Hewlett-Packard is slated to report 4Q 2014 earnings after the close of trading on Tuesday, November 25th.
    • Non-GAAP Earnings Per Share: Company guidance is for $1.03 to $1.07. The current Street estimate is $1.06 with a range of $1.03-$1.07.
    • Revenues: Analysts expect a decline of 1.30% y/y to $28.76 bln (range $27.47 bln to $29.74 bln).
  • Earnings Preview: Salesforce.com Q3 2015
    Nov. 14, 2014 CRM 7 Comments

    Summary

    • Salesforce.com (CRM) is slated to report 3Q 2015 earnings after the bell on Wednesday, November 19th.
    • Non-GAAP Earnings Per Share: Company guidance is $0.12 - $0.13. The Street estimate is $0.13 (range $0.12 to $0.15).
    • Revenues: Company guidance is $1.365 bln to $1.370 bln. Analysts expect an increase of 27.4% y/y to $1.37 bln.
  • Earnings Preview: Best Buy Q3 2015
    Nov. 14, 2014 BBY 2 Comments

    Summary

    • Best Buy Company, Inc. (BBY) is slated to report 3Q 2015 earnings before the bell on Thursday, November 20th.
    • Adjusted or Non-GAAP Earnings Per Share: The Street estimate is $0.24 (range $0.13 to $0.30).
    • Revenues: Analysts expect a decline of 3.1% y/y to $9.07 bln (range $8.88 bln to $9.27 bln).
  • Earnings Preview: Wal-Mart Q3 2015
    Nov. 7, 2014 WMT Comment!

    Summary

    • Wal-Mart Stores, Inc. (WMT) is slated to report 3Q 2015 earnings before the bell on Thursday, November 13th.
    • Earnings Per Share from Continuing Operations: Wal-Mart projected EPS from continuing operations of $1.10 to $1.20 for the 3Q period. The Street estimate is $1.12.
    • Revenues: Analysts expect an increase of 1.8% y/y to $119.02 bln (range $117.87 bln to $120.23 bln).
  • Earnings Preview: Cisco Q1 2015
    Nov. 7, 2014 CSCO Comment!

    Summary

    • Cisco Systems, Inc. (CSCO) is slated to report 1Q 2015 earnings after the bell on Wednesday, November 12th.
    • Non-GAAP Earnings Per Share: Company guidance is for $0.51 to $0.53 (from August conference call). The current Street estimate is $0.53 (range $0.51 to $0.55).
    • Revenues: Analysts expected an increase of 0.7% y/y to $12.17 bln (range $12.02 bln to $12.32 bln).
  • Earnings Preview: Disney Q4 2014
    Nov. 3, 2014 DIS 9 Comments

    Summary

    • Walt Disney Co. (DIS) is slated to report 4Q 2014 earnings after the bell on Thursday, November 6th.
    • Earnings Per Share Excluding Items: The Street estimate is $0.88 (range $0.76 to $0.93).
    • Revenues: Analysts expect an increase of 6.9% y/y to $12.37 bln (range $12.02 bln to $12.81 bln).
  • Earnings Preview: Whole Foods Q4 2014
    Nov. 3, 2014 WFM 4 Comments

    Summary

    • Whole Foods Market, Inc. (WFM) is slated to report 4Q 2014 earnings after the bell on Wednesday, November 5th.
    • Adjusted Earnings Per Share: The Street estimate is $0.32 with a range of $0.30-$0.34.
    • Revenues: Analysts expect an increase of 9.4% y/y to $3.26 bln (range $3.21 bln to $3.37 bln).
  • Earnings Preview: Qualcomm Q4 2014
    Oct. 31, 2014 QCOM 1 Comment

    Summary

    • Qualcomm, Inc. (QCOM) is slated to report 4Q 2014 earnings after the bell on Wednesday, November 5th.
    • Non-GAAP Earnings Per Share: Company guidance is for $1.20 to $1.35. The current Street estimate is $1.31 (range $1.24 to $1.39.
    • Revenues: Company guidance is for $6.5 bln to $7.4 bln. Analysts expect an increase of 8.2% y/y to $7.01 bln (range $6.83 bln to $7.28 bln).
  • Earnings Preview: Priceline Q3 2014
    Oct. 31, 2014 PCLN 3 Comments

    Summary

    • Priceline Group is slated to report 3Q 2014 earnings before the bell on Tuesday, November 4th.
    • Adjusted Earnings Per Share: Company guidance is in a range of $19.60 to $21.10. The current Street estimate is $21.14 (range $20.07 to $22.18).
    • Revenues: Analysts expect an increase of 24.8% y/y to $2.83 bln (range $2.73 bln to $2.96 bln).
  • Earnings Preview: Herbalife Q3 2014
    Oct. 30, 2014 HLF 9 Comments

    Summary

    • Herbalife Ltd. (HLF) is slated to report 3Q 2014 earnings after the close of trading on Monday, November 3rd.
    • Adjusted Earnings Per Share: Company guidance is for $1.49 to $1.53. The current Street estimate is $1.51.
    • Revenues: Analysts expect an increase of 8.7% y/y to $1.32 bln (range $1.30 bln to $1.34 bln).
  • Earnings Preview: Expedia Q3 2014
    Oct. 27, 2014 EXPE Comment!

    Summary

    • Expedia, Inc. is slated to report 3Q 2014 earnings after the bell on Thursday, October 30th.
    • Adjusted Earnings Per Share: The current Street estimate is $1.74 (range $1.54 to $1.93).
    • Revenues: Analysts expect an increase of 19.6% y/y to $1.68 billion (range $1.58 billion to $1.73 billion).
  • Earnings Preview: Starbucks Q4 2014
    Oct. 27, 2014 SBUX Comment!

    Summary

    • Starbucks, Corp. is slated to report 4Q 2014 earnings after the bell on Thursday, October 30th.
    • Earnings Per Share: Company guidance is $0.73 to $0.75. The current Street estimate is $0.74 (range $0.73-$0.75).
    • Revenues: Analysts expect an increase of 11.6% y/y to $4.23 billion (range $4.18 billion to $4.30 billion).
  • Earnings Preview: LinkedIn Q3 2014
    Oct. 27, 2014 LNKD 1 Comment

    Summary

    • LinkedIn is slated to report 3Q 2014 earnings after the bell on Thursday, October 30th.
    • Non-GAAP Earnings Per Share: The current Street estimate is $0.47 (range $0.37 to $0.56).
    • Revenues: Company guidance is a range of $543 million to $547 million. Analysts expect an increase of 41.9% y/y to $557.49 million (range $543.12 million to $576.80 million).