It must be earnings season...
CheckFree (CKFR) 50 9/16 +4 13/16: Reports Q2 loss of $0.06 a share, $0.01 better than the First Call consensus of ($0.07); revenues rose 47.6% to $107.72 mln from a year-ago of $72.97 mln. For the third quarter sees revs in the range of $109 million to $114 million, with a pro forma loss per share of around four to six cents, current First Call estimate is a loss of five cents; see press release.
Microsoft (MSFT) 60 9/16 +7/16: -- Update -- Company announced an agreement with Sun Microsystems (SUNW 31 9/16 +1 1/16) to settle both the October 1997 lawsuit filed by Sun and the Microsoft counter suit in the dispute over the Java technology license agreement between the two companies. Microsoft can continue to ship all current products and those in beta containing Sun's technology for a period of seven years and in return agrees to pay Sun $20 mln. Microsoft agreed not to use Sun's Java Compatible trademark, which it has not done since 1998; see press release.
Viacom, Inc. (VIA.B) 57 3/8 +2 9/16: Company completes acquisition of BET Holdings II, Inc. for a total of $3 billion; BET founder Robert L. Johnson remains Chairman and CEO of the unit, reporting to Viacom President and Chief Operating Officer, Mel Karmazin.
Compaq (CPQ) 20.05 +0.23: -- Update -- Conference call just concluded.... rather positive tone throughout... Lehman Bros. analyst, Dan Niles, even congratulated CPQ for having such a decent outlook in a tough environment versus that of its competitors... CPQ +3.95.
Compaq (CPQ) 20.05 +0.23: -- Update -- In Q4, international business accounted for 58% of sales; despite the economic slowing in the U.S., says it is not seeing a downturn in its international business at the moment; also noted it ended Q4 with 300,000 unit backlog for Pocket PC... CPQ +3.95
Chronimed (CHMD) 11 1/4 +1/16: Reports Q2 earnings of $0.08 a share, in line with the First Call consensus of $0.08, vs year-ago earnings of $0.06; revenues rose 33.4% to $70.68 mln from a year-ago of $53.00 mln; see press release.
Active After Hours : Last trade and change from mkt close: SEBL 85 15/16 +7 29/64...BRCM 141 3/4 +8 5/16...LRCX 24 1/2 +2 3/8.... QLGC 92 1/2 -5 3/16...CPQ 23 1/4 +3 1/5
Semi Equipment : The North American semi equipment book-to-bill ratio came in at 1.03 in December, down sharply from 1.12 in November, but not nearly as bad as the 0.95 that SG Cowen had expected.
Dollar Tree (DLTR) 26 3/8 -11/16: Reports Q4 earnings of $0.57 a share, $0.01 worse than the First Call consensus of $0.58, vs year-ago earnings of $0.54; revenues rose 18.2% to $599.17 mln from a year-ago of $506.71 mln; see press release.
Compaq (CPQ) 20.05 +0.23: -- Update -- Commercial and consumer channel inventories ended Q4 at 3.9 weeks and 4.3 weeks respectively; noted direct business accounted for 40% of worldwide revenue mix; projecting revenue growth of 6-8% for FY01 and EPS growth of 20-25% and acknowledged the year is likely to be back-end loaded; 1H01 revenues should be up 3-5%; for Q1, expecting revenues of $9.6 bln (current estimates are $10.23 bln) and EPS of $0.21 which is consistent with analyst estimates... CPQ +3.08
Kimberly-Clark (KMB) 62.38 -1.12: Reports Q4 earnings of $0.87 a share, in line with the First Call consensus of $0.87, vs year-ago earnings of $0.79; revenues rose 5.1% to $3.60 bln (vs estimate of $3.63 bln from a year-ago of $3.43 bln; see press release.
Netopia (NTPA) 8 3/16 +9/16: Company to be acquired by Proxim (PROX 36 7/8 +2 1/16) for approximately $223 million. NTPA shareholders will receive 0.3 shares of PROX, valuing NTPA at $11 per share, a 35% premium based on today's closing levels; see press release.
CyberSource (CYBS) 3 +7/16: Reports Q4 loss of $0.44 a share, $0.01 better than the First Call consensus of ($0.45); revenues rose 65.3% to $8.33 mln from a year-ago of $5.04 mln; see press release.
Avanex (AVNX) 81 7/8 +6 13/16: -- Update -- In after hours, trading off over 10 points from the 4 pm close to 71 19/32; company beat estimates but probably suffering from high expectations given the strong recent rally; on conference call, CEO reportedly left future guidance unchanged from prior quarter, which might also have been a disappointment.
BindView Dev (BVEW) 10 1/8 -1/16: Reports Q4 earnings of $0.05 a share, $0.01 better than the First Call consensus of $0.04, vs year-ago earnings of $0.10; revenues rose 14.7% to $27.40 mln from a year-ago of $23.89 mln; see press release.
Compaq (CPQ) 20.05 +0.23: -- Update -- Said it believes the downturn in consumer demand for PCs has more to do with the downturn in consumer sentiment than the saturation of PC market as many suggest... CPQ +3.02
Siebel Systems (SEBL) 78 31/64 +55/64: -- Update -- Hearing positive reports from the conference call; company very comfortable with 2001 street estimates, not seeing any slowdown in spending from customers; stock trading up 7 points after hours.
Delano Tech (DTEC) 4 1/2 +5/16: Reports Q3 loss of $0.35 a share, in line with the First Call consensus of ($0.35); revenues rose 216.3% to $9.27 mln (vs estimate of $9.3 mln) from a year-ago of $2.93 mln; see press release.
Compaq (CPQ) 20.05 +0.23: -- Update -- On conference call, says its strongest growth prospects in 2001 are in its enterprise technology and solutions business... CEO, Michael Capellas, said CPQ will talk more about expectations at the CPQ analyst meeting this Friday... still early in the call so we'll see if analysts press him for guidance now in the Q&A portion... CPQ +2.86
Beyond.com (BYND) 5/8 unch: Reports Q4 loss of $0.19 a share, $0.08 better than the First Call consensus of ($0.27); revenues fell 18.2% to $29.68 mln from a year-ago of $36.29 mln; see press release.
Advent Software (ADVS) 50 7/16 +15/16 : Reports Q4 earnings of $0.26 a share, $0.01 better than the First Call consensus of $0.25, vs year-ago earnings of $0.19; revenues rose 34.7% to $40.53 mln (vs consensus of $39.83 mln) from a year-ago of $30.10 mln; see press release.
Anaren Microwave (ANEN) 57 7/8 +4 25/64: Reports Q2 earnings of $0.18 a share, $0.01 better than the First Call consensus of $0.17, vs year-ago earnings of $0.11; revenues rose 89.8% to $25.19 mln (vs consensus of $23.97 mln) from a year-ago of $13.27 mln; see press release.
Oak Tech (OAKT) 8 15/16 -3/8: Reports Q2 earnings of $0.10 a share, in line with the First Call consensus of $0.10; revenues rose 449.8% to $60.63 mln from a year-ago of $11.03 mln; company warns that Q3 revenues will fall 40% sequentially citing a slowdown in the PC industry and global economic conditions. Also announces a 4 mln share buyback; see press release.
Aspect Comms (ASPT) 8 27/32 +3/32: -- Update -- Company warns for Q1; sees revenues below estimate; current EPS estimate is $0.00. Q1 revenue will be between $150 and $153 million, and overall fiscal 2001 revenue should increase by 17% to 20% over fiscal 2000; see press release.
CDW Computer (CDWC) 28 15/16 +1: Reports Q4 earnings of $0.46 a share, $0.05 better than the First Call consensus of $0.41, vs year-ago earnings of $0.33; revenues rose 35.9% to $1.01 bln from a year-ago of $0.74 bln. But company warns that Q1 sales will be in the $960 mln area vs expectations of over $1.02 bln, cites "impact of reduced IT spending by customers and slightly lower CPU pricing." Company also authorizes 5 mln share buyback; see press release.
Broadcom (BRCM) 133 7/16 +4 5/8: -- Update -- On conference call, positive tone on the call; company sees sequential Q1 revenue growth of 22%-23% and EPS of $0.33 vs consensus of $0.32; for 2001, sales are expected to be up 100% on EPS $1.50-$1.60 vs consensus of $1.44; stock trading at 139 3/4.
Brio Tech (BRIO) 10 +1 1/8: Reports Q3 loss of $0.01 a share, $0.10 better than the First Call consensus of ($0.11), vs year-ago earnings of $0.10; revenues rose 13.7% to $38.86 mln (vs consensus of $37.87) from a year-ago of $34.18 mln; see press release.
New Era of Netwks (NEON) 4 11/16 -5/16: Reports Q4 loss of $0.34 a share, $0.01 better than the First Call consensus of ($0.35), vs year-ago of breakeven; revenues rose 4.0% to $40.16 mln (vs consensus of $40 mln) from a year-ago of $38.61 mln. Company warns for Q1; sees loss of $0.05 per share; current EPS estimate is $0.02; see press release.
Pixelworks (PXLW) 20 3/16 +1/4: Reports Q4 earnings of $0.07 a share, $0.01 better than the First Call consensus of $0.06; revenues rose 199.2% to $18.12 mln (vs consensus estimate of $17.1 mln) from a year-ago of $6.06 mln; see press release.
Wit SoundView (WITC) 5 3/16 -7/16: -- Update -- Company also announces that it has cut 60 jobs in the past week; approved a plan to issue 20 mln more options to employees; and authorized a 2 mln share buyback.
QLogic (QLGC) 97 11/16 +10 5/8: -- Update -- Company announced the acquisition of Little Mountain Group, developer of standards-based technology for high-speed storage area networks, for cash and stock which could amount to $30 mln over a four year period. Deal will be accounted for as a purchase and will have no material affect on earnings; see press release.
Wit SoundView (WITC) 5 3/16 -7/16: Reports Q4 earnings of $0.09 a share, $0.06 better than the First Call consensus of $0.03; revenues rose 337.1% to $91.95 mln from a year-ago of $21.04 mln; see press release.
Centillium Comms (CTLM) 37 1/2 +7/16: Reports Q4 loss of $0.05 a share, $0.05 better than the First Call consensus of ($0.10); revenues rose 1012.5% to $24.34 mln (vs $23 mln consensus) from a year-ago of $2.19 mln; see press release.
FVC.com (FVCX) 2 13/32 +9/32: Reports Q4 loss of $0.35 a share, $0.05 worse than the First Call consensus of ($0.30); revenues fell 21.9% to $10.18 mln from a year-ago of $13.05 mln; see press release.
InterNAP Ntwrk (INAP) 10 +1 3/8: Reports Q4 loss of $0.41 a share, in line with the First Call consensus of ($0.41); revenues rose 388.5% to $26.86 mln (vs $26 mln consensus) from a year-ago of $5.50 mln; see press release.
Hyperion Solutions (HYSL) 23 1/16 +1 3/8: Reports Q2 earnings of $0.02 a share, $0.04 better than the First Call consensus of ($0.02), vs year-ago earnings of $0.23; revenues rose 16.1% to $134.46 mln (vs consensus of $125.3 mln) from a year-ago of $115.79 mln; see press release.
Digital River (DRIV) 7 1/2 +19/32: -- Correction -- We previously reported that DRIV lost $0.24 per share in Q4 -- that figure included charges. Excluding charges, DRIV lost $0.11, ten cents better than the First Call estimate.
Fairchild Semi (FCS) 17 1/2 -3/16: Reports Q4 earnings of $0.76 a share, $0.04 better than the First Call consensus of $0.72, vs year-ago earnings of $0.36; revenues rose 29.9% to $468.80 mln (below consensus of $475.67 mln) from a year-ago of $361.00 mln; see press release.
Metawave Comms (MTWV) 14 3/4 +2 3/8: Reports Q4 loss of $0.11 a share, $0.01 better than the First Call consensus of ($0.12); revenues rose 122.4% to $18.90 mln (below consensus of $19.65 mln) from a year-ago of $8.50 mln; see press release.
C-Cube Micro (CUBE) 12 1/16 +1/8: Reports Q4 earnings of $0.16 a share, $0.01 better than the First Call consensus of $0.15, vs year-ago earnings of $0.40; revenues rose 15.5% to $73.98 mln from a year-ago of $64.05 mln and were in line with expectations. On conference call, company guides 2001 estimates lower -- Q1 to $0.01-0.04 from a consensus of $0.07 and revenues to $49-53 mln from a consensus of $69 mln; Q2 also guided significantly lower; stock down to 11 1/2 after hours; see press release.
Millennium Pharm (MLNM) 52 9/16 +4 9/16: Reports Q4 loss of $0.02 a share, $0.03 better than the First Call consensus of ($0.05), vs year-ago earnings of $0.01; revenues rose 25.2% to $69.70 mln (vs consensus of $62.4 mln) from a year-ago of $55.69 mln; see press release.
Amdocs Limited (DOX) 77 +3 1/2: Reports Q1 earnings of $0.27 a share, $0.01 better than the First Call consensus of $0.26, vs year-ago earnings of $0.18; revenues rose 45.3% to $342.17 mln (vs consensus of $338.37 mln) from a year-ago of $235.51 mln; see press release.
WebTrends (WEBT) 33 3/4 +2 1/4: Reports Q4 earnings of $0.11 a share, $0.01 better than the First Call consensus of $0.10, vs year-ago earnings of $0.04; revenues rose 174.9% to $20.35 mln (vs consensus of $19.0 mln) from a year-ago of $7.41 mln; see press release.
Aspect Comms (ASPT) 8 27/32 +3/32: Reports Q4 loss of $0.04 a share, in line with the First Call consensus of ($0.04), vs year-ago earnings of $0.08; revenues rose 7.8% to $158.40 mln from a year-ago of $146.90 mln, also in line with expectations; stock trading higher to 9 5/8 after hours; see press release.
Compuware (CPWR) 12 3/4 +1 1/8: Reports Q3 earnings of $0.13 a share, in line with the First Call consensus of $0.13, vs year-ago earnings of $0.35. Revenues came in at 495.356 mln, a bit below the consensus estimate of $505 mln; stock giving back most of day's gains in after hours -- trading at 11 3/4; see press release.
Siebel Systems (SEBL) 78 31/64 +55/64: Reports Q4 earnings of $0.20 a share, $0.05 better than the First Call consensus of $0.15, vs year-ago earnings of $0.08; revenues rose 110.8% to $581.63 mln from a year-ago of $275.91 mln, way above street estimates of about $534 mln; see press release.
QLogic (QLGC) 97 11/16 +10 5/8: Reports Q3 earnings of $0.28 a share, $0.02 better than the First Call consensus of $0.26, vs year-ago earnings of $0.15; revenues rose 72.5% to $97.21 mln from a year-ago of $56.35 mln and slightly above street estimates near $96 mln; see press release.
Compaq (CPQ) 20.05 +0.23: Reports Q4 earnings of $0.30 a share, $0.02 better than the First Call consensus of $0.28, vs year-ago earnings of $0.19; revenues rose 10.0% to $11.53 mln from a year-ago of $10.48 mln, and were slightly better than street estimates of $11.3 bln; company backs view of 20-25% EPS growth in 2001; see press release.
Robt Half Intl (RHI) 22 9/16 -3/16: Reports Q4 earnings of $0.26 a share, in line with the First Call consensus of $0.26, vs year-ago earnings of $0.21; revenues rose 23.9% to $705.89 mln (vs consensus of $702.15 mln) from a year-ago of $569.81 mln; see press release.
Powerwave Tech (PWAV) 44 1/16 +4 5/16: Reports Q4 earnings of $0.19 a share, in line with the First Call consensus of $0.19, vs year-ago earnings of $0.13; revenues rose 33.0% to $121.23 mln (vs consensus of $122.65 mln) from a year-ago of $91.13 mln; see press release.
Intersil Holding (ISIL) 32 +2 3/4: Reports Q4 earnings of $0.26 a share, $0.01 better than the First Call consensus of $0.25; revenues rose 37.0% to $216.80 mln (vs consensus of $219.68 mln) from a year-ago of $158.20 mln; see press release.
After Hours Movers : Changes vs 4 pm close: BRCM +1, beat top and bottom line estimates; LRCX +1 1/2, beat top/bottom line; AVNX -6, gives back day's gains despite beating estimates.
SCI Systems (SCI) 30 11/16 unch: Reports Q2 earnings of $0.42 a share, in line with the First Call consensus of $0.42, vs year-ago earnings of $0.36; revenues rose 20.4% to $2.60 bln (vs consensus of $2.483 bln) from a year-ago of $2.16 bln; see press release.
Evolve Software (EVLV) 8 7/16 +1 1/4: Reports Q2 loss of $0.36 a share, $0.03 better than the First Call consensus of ($0.39); revenues rose 495.6% to $9.26 mln (vs consensus of $8.67 mln) from a year-ago of $1.55 mln; see press release.
Proxim (PROX) 36 7/8 +2 1/16: Reports Q4 earnings of $0.17 a share, $0.01 better than the First Call consensus of $0.16, vs year-ago earnings of $0.09; revenues rose 65.0% to $33.63 mln (vs consensus of $33.03 mln) from a year-ago of $20.38 mln; see press release.
Power Integrations (POWI) 16 9/16 +1/4: Reports Q4 earnings of $0.16 a share, $0.02 better than the First Call consensus of $0.14, vs year-ago earnings of $0.26; revenues fell 11.6% to $26.63 mln (vs consensus of $25.75) from a year-ago of $30.13 mln; see press release.
Digital River (DRIV) 7 1/2 +19/32: Reports Q4 loss of $0.11 a share, $0.10 better than the First Call consensus of ($0.21); revenues rose 82.1% to $10.06 mln from a year-ago of $5.52 mln; see press release.
Cadence Design (CDN) 31 7/8 -7/16: Reports Q4 earnings of $0.24 a share, $0.02 better than the First Call consensus of $0.22, vs year-ago of breakeven; revenues rose 45.9% to $390.91 mln (consensus was $379.92 mln) from a year-ago of $268.02 mln; see press release.
Avanex (AVNX) 81 7/8 +6 13/16: Reports Q2 earnings of $0.06 a share, $0.01 better than the First Call consensus of $0.05, vs year-ago earnings of $0.40; revenues rose 637.8% to $47.95 mln (above consensus of $42.96 mln) from a year-ago of $6.50 mln.
Broadcom (BRCM) 132 11/16 +3 7/8: Reports Q4 earnings of $0.32 a share, $0.01 better than the First Call consensus of $0.31, vs year-ago earnings of $0.13; revenues rose 132.2% to $376.14 mln (above consensus of $370 mln) from a year-ago of $162.00 mln.
LSI Logic (LSI) 23.69 -1.24: Reports Q4 earnings of $0.34 a share, in line with the First Call consensus of $0.34, vs year-ago earnings of $0.23; revenues rose 28.3% to $750.58 mln from a year-ago of $584.86 mln. Company warns for Q1; sees EPS of about $0.21; current EPS estimate is $0.34.
Coherent (COHR) 44.75 -1.75 : Reports Q1 earnings of $0.43 a share, $0.06 better than the First Call consensus of $0.37, vs year-ago earnings of $0.26; revenues rose 21.5% to $154.52 mln from a year-ago of $127.19 mln.
Resonate (RSNT) 4 7/8 +5/8: Reports Q4 loss of $0.25 a share, $0.01 better than the First Call consensus of ($0.26); revenues rose 60.9% to $5.52 mln from a year-ago of $3.43 mln.
Lam Research (LRCX) 22 +1/4: Reports Q2 earnings of $0.58 a share, $0.05 better than the First Call consensus of $0.53, vs year-ago earnings of $0.28. |
