Seeking Alpha
Seeking Alpha Portfolio App for iPad
Finance
(1)

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 »
  • 5:38 PM Carnival (CCL) -4.5% AH after warning it expects 2013 EPS of $1.45-$1.65, below prior guidance of $1.80-$2.10 and a consensus of $1.97. The cruise line operator says its net revenue yield will be down 2%-3% in 2013, worse than prior guidance for flat growth, thanks to soft ticket pricing, higher-than-expected trip cancellations, and higher sales/admin costs. It looks as if Hedgeye was right. RCL -1.5% in sympathy. NCLH could also end up falling. Comment!
  • 5:35 PM Notable earnings after Tuesday’s close: NTAP,ADI, CPWR, INTU, Comment!
  • 5:30 PM Notable earnings before Tuesday’s open: AZO, BBY, DCIX, DKS,HD, MDT, NM, SKS, TJX Comment!
  • 4:41 PM Raven (RAVN): Q1 EPS of $0.38 misses by $0.06. Revenue of $103.7M misses by $8.9M. (PR) Comment!
  • 4:08 PM Urban Outfitters (URBN): Q1 EPS of $0.32 beats by $0.03. Revenue of $648M misses by $7.08M. (PR) Comment!
  • 4:05 PM hhgregg (HGG): FQ4 EPS of $0.31 beats by $0.01. Revenue of $597.6M misses by $25.M. Shares -3.9% AH. (PR) Comment!
  • 4:03 PM TiVo (TIVO): Q1 EPS of -$0.13 beats by $0.02. Revenue of $82.5M beats by $20.62M. (PR) 2 Comments
  • 2:04 PM Natus Medical (BABY -1.1%) slips after its Q1 beats estimates, but the the company forecast the current quarter to come in at the low end of expectations. For Q2, it now expects to report revenue of $86M to $90M and and an EPS of $0.17 to $0.20. The Street is looking for $90M in revenue and $0.19 per share, respectively. For the full year, the company anticipates revenue of $362M to $367M and an EPS of $0.85 to $0.88. Comment!
  • 11:19 AM Raven Industries (RAVN -9.4%) takes a hit this morning after its Q1 misses estimates. The company reported an EPS of $0.38 per share, versus estimates of $0.44, missing by $0.06 and down 27% Y/Y. Revenue came in at $103.7M versus expectations of $112.64M. Sales were down 12% from the same period last year. Looking forward, the company warns that "delivering year-over-year sales and earnings growth in the second quarter of fiscal 2014 will be challenging." Comment!
  • 10:45 AM JA Solar (JASO +34.4%) is now skying higher following its Q1 beat and full-year shipment guidance reiteration, and is providing fresh fuel for the colossal solar stock rally that started last fall (TAN +4.4%). TSL +13.3%. DQ +20%. LDK +9.9%. JKS +10.3%. SCTY +11.6%. SOL +9.4%. CSUN +8.9%. SPWR +4.9%. ASTI +9.4%. YGE +8.4%. CSIQ +6.6%. The fact 38% of JA's Q1 module shipments went to Japan (a market with higher ASPs/margins than China) is likely going over well with investors. 5 Comments
  • 9:41 AM Qihoo (QIHU +8.1%) shoots to new highs following its Q1 beat. A big reason: Q2 guidance is for revenue of $142M-$144M, far above a $121.5M consensus and evidence search monetization is ramping. Ad revenue +40% Y/Y (+49% in Q4) to $63.4M, value-added services (largely games) +119% to $45.8M (+105% prior). Monthly active users +11% Y/Y, to 457M, but up just 1M Q/Q (high penetration). Browser MAUs +7% Q/Q and +22% Y/Y to 332M. Mobile security users +33% Q/Q and +272% Y/Y to 275M. Home page daily visitors +3% Q/Q and +22% Y/Y to 94M. Home page daily clicks +9% Q/Q and +66% Y/Y to 489M. Opex +89% Y/Y due to search investments. CC at 10:30AM ET (webcast). (PR) Comment!
  • 7:59 AM Camtek (CAMT): Q1 EPS of -$0.01 beats by $0.02. Revenue of $18.1M beats by $1.1M. (PR) Comment!
  • 7:49 AM More on Campbell Soup's (CPB) FQ3: Organic sales rose 4% during the period, led by a strong showing from the U.S. Simple Meals segment. Total sales benefited 5 percentage points from volume and mix while the acquisition of Bolthouse Farms added eleven percentage points. The company acknowledges some weakness with its U.S. Beverages segment as it faced increased competition in the juice category. FY13 EPS guidance is revised to $2.58-$2.62. (PR) Comment!
  • 7:48 AM More on JA Solar's (JASO) Q1 results: Lower prices for PV panels led to an eighth straight quarterly loss, although less than expected. Total shipments were 442.7 MW, -11.5% Q/Q and +20.9% Y/Y, vs. 410-430 MW company guidance. Full-year guidance of 1.7-1.9 GW unchanged. Gross margin +6% in Q1 vs. -4.6% in Q4 2012 and +2.1% in the year-ago quarter. Shares +5.5% premarket. Comment!
  • 7:31 AM Campbell Soup (CPB): FQ3 EPS of $0.62 beats by $0.06. Revenue of $2.09B (+15% Y/Y) beats by $0.05B. (PR) Comment!
  • 7:01 AM Natus Medical (BABY): Q1 EPS of $0.15 beats by $0.04. Revenue of $85.8M. (PR) Comment!
  • 6:33 AM JA Solar (JASO): Q1 EPS of -$0.85 beats by $0.35. Revenue of $270M (+4.7% Y/Y) beats by $41.03M. (PR) Comment!
  • 6:06 AM Alvarion (ALVR): Q1 EPS of -$0.51. Revenue of $8.5M (-45.4% Y/Y). (PR) Comment!
  • 6:00 AM Qihoo 360 Tech. (QIHU): Q1 EPS of $0.14 beats by $0.01. Revenue of $109.9M (+58.6% Y/Y) beats by $3.6M. (PR) Comment!
  • 12:10 AM Notable earnings after Monday’s close: TIVO Comment!
See more Earnings Market Currents »

FIND TRANSCRIPTS

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

LATEST EARNINGS ARTICLES

More Earning Articles »
LATEST COMMENTS