Seeking Alpha
  • Today - Wednesday, October 22, 2014

  • 7:16 PM
    • Plexus (NASDAQ:PLXS): FQ4 EPS of $0.78 in-line.
    • Revenue of $666M (+17.3% Y/Y) beats by $4.7M.
    • Press Release
    | Comment!
  • 7:11 PM
    • MSA Safety (NYSE:MSA): Q3 EPS of $0.57 beats by $0.02.
    • Revenue of $275.7M (+3.8% Y/Y) beats by $1.05M.
    | Comment!
  • 7:07 PM
    • Oritani Financial (NASDAQ:ORIT): Q3 EPS of $0.24 beats by $0.02.
    • Revenue of $25.95M (-2.1% Y/Y) beats by $2.13M.
    • Press Release
    | Comment!
  • 7:03 PM
    • Core Labs (NYSE:CLB) -7.9% AH after reporting mixed Q3 results but offering reduced guidance for Q4.
    • CLB now sees Q4 EPS of $1.53-$1.56 vs. $1.61 analyst consensus estimate and lowered from a prior outlook for $1.56-$1.61, on revenues of $275M-$280M vs. $292M consensus; also sees Q4 operating margin of 33%, exiting the year at 34%.
    • CLB expects Q4 North American activity will continue to increase slightly for emerging unconventional oil plays while remain at stable levels in established unconventional tight oil and gas plays; internationally, flat activity levels are seen through year-end 2014 and entering 2015 in response to weaker Brent crude prices.
    | 1 Comment
  • 7:00 PM
    • Fortinet (NASDAQ:FTNT) guides in its Q3 earnings CC slides (.pdf) for Q4 revenue of $206M-$211M and EPS of $0.13-$0.14 vs. a consensus of $202.9M and $0.15.
    • Q3 billings totaled $213M, +29% Y/Y, above guidance of $195M-$200M, and above revenue of $193.4M. Q4 billings guidance is at $245M-$250M.
    • Free cash flow was $51M in Q3, much better than net income of $20M. The reason: Fortinet's deferred revenue balance rose 4% Q/Q and 25% Y/Y to $500M. 35 $500K+ deals were inked, up from 19 a year ago.
    • Products were 45% of revenue, and services/other 55%. GAAP opex rose 31% to $121M, keeping a lid on EPS. From the looks of things, opex will grow strongly in Q4 as well.
    • FTNT +1.5% AH. Q3 results, PR
    | Comment!
  • 6:57 PM
    • IberiaBank (NASDAQ:IBKC): Q3 EPS of $1.00 beats by $0.02.
    • Revenue of $166.7M (+18.4% Y/Y) in-line.
    • Press Release
    | Comment!
  • 6:57 PM
    • QCR Holdings (NASDAQ:QCRH): Q3 EPS of $0.50 in-line.
    • Revenue of $17.47M (+0.9% Y/Y) misses by $0.58M.
    • Press Release
    | Comment!
  • 6:50 PM
    • Sun Bancorp (NASDAQ:SNBC): Q3 EPS of -$0.05 misses by $0.01.
    • Revenue of $23.61M (-18.0% Y/Y) misses by $0.66M.
    • Press Release
    | Comment!
  • 6:46 PM
    • Tractor Supply (NASDAQ:TSCO) comparable store sales increased 5.6% Y/Y, revenue +12.6% to $1.36B.
    • Gross margin decreased 30 bps to 34.1% mainly from higher transportation costs and the mix of merchandise sold.
    • The Company opened 30 new stores vs. 23 last year.
    • Raised FY revenue guidance to $5.62 - 5.7B vs. $5.6B consensus; EPS guidance $2.54 - 2.62 vs. $2.55 consensus.
    • Shares +11% AH.
    | Comment!
  • 6:38 PM
    • IPC The Hospitalist (IPCM -0.4%) Q3 results: Revenues: $169.8M (+13.9%); Operating Expense: $155.5M (+15.8%); Operating Income: $14.3M (-3.4%); Net Income: $8.6M (-5.5%); EPS: $0.49 (-5.8%); Quick Assets: $25.5M (+2.0%); CF Ops: $53.8M (+15.5%).
    • 2014 Guidance: Revenues: $692M - $698M from $720M - $732M; EPS: $2.23 - $2.29 from $2.41 - $2.51, EBITDA: $71.0M - $72.5M from $76.0M - $79.0M.
    | Comment!
  • 6:34 PM
    • Leggett & Platt (NYSE:LEG) revenue from Residential Furnishings +18.8% to $594.5M; Specialized Products +13% to $202M.
    • Gross margin +50 bps to 21%
    • Revised Full-year adj. EPS guidance of $1.75 - 1.85 vs. $1.78 consensus; reiterated revenue guidance of $3.7 - 3.8B vs. $3.9B consensus.
    • Shares +0.6% AH.
    | Comment!
  • 6:34 PM
    • 8x8 (NASDAQ:EGHT) added 1,004 business customers in FQ2, raising the total base to 40,434. In addition, average monthly service revenue per business customer rose $6 Q/Q and $31 Y/Y to $299.
    • Monthly business service churn was 0.9%, up from FQ1's 0.4% but down from 1.2% a year ago. Service margin slipped to 79% from 80% in FQ1 and 81% a year ago.
    • Not counting a $1M patent sale gain, opex rose 34% Y/Y to $38.1M, outpacing revenue growth of 29%. Sales/marketing spend rose 42% to $19.4M.
    • FQ2 results, PR
    | Comment!
  • 6:23 PM
    • Though Teradyne (NYSE:TER) beat Q3 estimates, it's guiding for Q4 revenue of $300M-$330M and EPS of $0.08-$0.14, below a consensus of $331.7M and $0.17.
    • In addition, while revenue rose 10% Y/Y in Q3, orders onlt rose 1% to $273M. Chip test orders totaled $203M, wireless test $42M, and system test $28M.
    • Stifel and Pac Crest aired cautious notes going into earnings.
    • Q3 results, PR
    | Comment!
  • 6:04 PM
    • While YELP doesn't provide an explanation in its earnings release for its soft Q4 guidance (revenue expected to be $3M-$4M below consensus), its traffic data arguably helps explain the shortfall.
    • Average monthly unique visitors rose 19% Y/Y in Q3 to 139M, a slowdown in growth from Q2's 27% and Q1's 30%. Moreover, monthly uniques only rose by 1M Q/Q. Mobile monthly uniques rose 46% Y/Y to 73M, after growing 51% in Q2.
    • Active local business accounts (a concern going in) were fairly healthy: They rose 51% Y/Y to 86.2K, after growing 55% in Q2. Accounts rose by 7.3K Q/Q. Cumulative reviews rose 41% to 67M; 44% growth was seen in Q2.
    • GAAP sales/marketing spend rose 60% Y/Y to $54.5M (53% of revenue), a pickup in growth from Q2's 55%. Total costs/expenses rose 55% to $97.9M.
    • In spite of the light revenue guidance, Yelp has upped its full-year adjusted EBITDA guidance to $69.5M-$70.5M from $67M-$69M.
    • Q3 results/guidance, PR
    | 3 Comments
  • 6:01 PM
    • Core Laboratories (NYSE:CLB): FQ4 EPS of $1.53 beats by $0.01.
    • Revenue of $276.1M (+1.1% Y/Y) misses by $8.75M.
    • Shares -8% AH.
    • Press Release
    | Comment!
  • 5:59 PM
    • Sangamo BioSciences (SGMO -1.7%) Q3 results: Revenues: $169.8M (+13.9%); Collaboration Agreements: $12.0M (+149.6%) Operating Expenses: $20.1M (+68.9%); Operating Loss:($7.7M) (-24.2%); Net Loss: ($7.5M) (-22.8%); EPS: ($0.11) (unch); Quick Assets: $231.8M (+75.9%).
    • 2014 Guidance: Revenues: $45M - $50M; Operating expenses: $70M - $75M from $65M - $70M; Quick Assets: at least $220M by year end from $225M.
    | Comment!
  • 5:56 PM
    • First Bancorp (NASDAQ:FNLC): Q3 EPS of $0.38.
    • Revenue of $13.7M (+13.2% Y/Y).
    • Press Release
    | Comment!
  • 5:55 PM
    | Comment!
  • 5:52 PM
    • Citrix (NASDAQ:CTXS) expects FY14 revenue of $3.13B-$3.14B, below a consensus of $3.18B.
    • The Company expects FY14 EPS of $3.22-$3.25, in line with a consensus of $3.24.
    • Shares -5.67% AH.
    • Q3 results, PR
    | Comment!
  • 5:50 PM
    • Southwest Georgia (NYSEMKT:SGB): Q3 EPS of $0.32.
    • Revenue of $4.7M (+9.3% Y/Y).
    • Press Release
    | Comment!
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