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Strategies & Market Trends : Guidance II -- Ignore unavailable to you. Want to Upgrade?

To: 2MAR$ who wrote (1892)	1/29/2014 6:30:48 PM
From: 2MAR$	Respond to of 2077

Facebook Hits a Grand Slam With 4Q Earnings Dan Ritter Google+ Twitter \| + More Articles January 29, 2014 Source: flickr.com Shares of Facebook ( NASDAQ:FB) closed the regular session on Wednesday down 2.92 percent at $53.53, but climbed as much as 10 percent in post-market trading after reporting fourth-quarter and full-year results that beat analyst expectations. Revenue increased 63 percent on the year in the fourth-quarter to $2.59 billion, beating the mean analyst estimate of $2.33 billion. GAAP income from operations increased 116.6 percent to $1.13 billion, while adjusted (non-GAAP) income from operations increased 98 percent to $1.46 billion. GAAP operating margins increased 11 percentage points to 44 percent, while non-GAAP operating margins increased 10 percentage points to 56 percent. GAAP net income increased more than 700 percent to $523 million while non-GAAP net income increased 83 percent to $780 million. GAAP earnings increased 566 percent to 20 cents per share, while adjusted earnings increased 82 percent to 31 cents per share, beating the mean analyst estimate of 27 cents. Founder and CEO Mark Zuckerburg appropriately summed up the situation, commenting in the earnings report that, “It was a great end to the year for Facebook.” Overall revenue from advertising increased 76 percent on the year in the fourth-quarter to $2.34 billion, accounting for just over 90 percent of total revenues. Mobile advertising revenue accounted for 53 percent of total ad revenue, a share that is up from 23 percent in the year-ago quarter. Facebook daily active users (or, DAUs) increased 22.5 percent on the year to 757 million, with the highest growth in Asia (+5.8 percent to 200 million). Monthly active users (or, MAUs) increased 16.3 percent on the year to 1.23 billion, with the highest growth once again in Asia (+4.8 percent to 368 million). Total mobile DAUs increased 48.67 percent on the year to 556 million, or about 45 percent of total MAUs.

To: 2MAR$ who wrote (1892)	1/29/2014 7:40:31 PM
From: 2MAR$	Respond to of 2077

Earnings Preview: Google Q4 2013 Jan. 28, 2014 4:35 PM ET \| by: Selerity Research 16 comments \| By Brendan Gilmartin Overview Google ( GOOG) is scheduled to report 4Q 2013 earnings after the close of trading on Thursday, January 30. Results are usually available in the minutes after the closing bell with a conference call slated to get underway at 4:30 p.m. EST. The S&P E-Mini, NASDAQ 100 E-Mini futures contracts and PowerShares QQQ ( QQQ) tend to see active trading off the results. Outliers And Strategy Key Measures: Google traditionally reports a value for Non-GAAP Earnings Per Share that is comparable to consensus. Selerity produces a derived value for Revenues Ex-Traffic Acquisition Costs. The resulting value compares to consensus forecasts for revenues. The value is determined by taking the Revenue figure and subtracting Traffic Acquisition Costs. Google is expected to earn $12.21 per share (on a Non-GAAP basis) on revenue of $16.76 bln, up 37.8% from the year-ago period. The high estimates on the Street are $13.67 per share and $18.14 bln, respectively (Source: Yahoo Finance). Given the run-up in Google shares, look for earnings at the high end of this range in order to sustain the advance. According to Zacks Investment Research the estimate for Revenues (Ex-Traffic Acquisition Costs 'TAC') is $13.431 bln. Google shares recently rallied to an all-time high of $1,167.89, thanks to international growth, mobile expansion, and improving margins. Last quarter's stunning release drove the shares up nearly 14%, with non-GAAP EPS topping estimates by more than 4% and revenues also handily exceeding the consensus. Recall the company said Paid Clicks rose a stronger than expected 26% year over year and 8% sequentially - signals that Google's ad business remains a key driver, while reminding investors in the ensuing conference call that it remains strongly-positioned in mobile. Coming into Thursday's release, sentiment remains on the high side, while the options market is currently pricing in a 6% move in reaction to the results. Recent News 01/13: Google rose 2.35% after announcing an agreement to buy Nest Labs, Inc. for $3.2 billion in cash. 01/13: Oppenheimer raised the target price on Google to $1,220 from $1,067, according to a post on Barron's Online, as the firm expects earnings and revenues for the 4Q period to top consensus estimates. 01/07: JPMorgan reiterated an Overweight rating and increased the price target on Google from $1,100 to $1,305, according to Barron's Online, based on strength in mobile and video - both of which should drive ad revenue. Similarly, Deutsche Bank reiterated a Buy rating and a $1,220 price target, based on its above-average growth. Technical Review Google shares recently topped out at a fresh all-time high of 1,167.89 (1/22) before the broader market retreat pulled the shares back toward the 1,100-mark. Should earnings surprise to the upside, Google could make a run back toward the aforementioned high and beyond. Conversely, there is initial support just above the 50-Day SMA near $1,100, with further downside risk to $1,150 if Google issues a weaker than expected release. (Chart courtesy of StockCharts.com) Summary Google shares are rallying ahead of the 4Q earnings release, benefiting from its aggressive expansion in mobile, its dominant position in search, increasing ad revenues, growth in the YouTube segment and relative valuation. Given this positive backdrop, Google needs to deliver solid results for the 4Q period in order to recapture the 52-week high near $1,167 established last week. Conversely, Google has been known to issue results that have missed earnings estimates and triggered steep downside moves. The current market backdrop is suggesting just the opposite.

To: 2MAR$ who wrote (1892)

1/29/2014 11:05:56 PM

From: 2MAR$

Respond to of 2077

XOM, V, UPS, MMM, COP, MO, OXY, CELG, LLY, CL, VIAB, TWC, BEN, RTN, NOC, SHW, BX, HSY, HOG, WHR, LLL, ADT, ARG

:		Notable companies reporting before tomorrow's open
		Notable companies reporting before tomorrow's market open, with earnings consensus, include Exxon Mobil (XOM), consensus $1.92; Visa (V), consensus $2.16; United Parcel Service (UPS), consensus $1.25; 3M (MMM), consensus $1.62; ConocoPhillips (COP), consensus $1.39; Altria Group (MO), consensus 58c; Occidental Petroleum (OXY), consensus $1.67; Celgene (CELG), consensus $1.54; Eli Lilly (LLY), consensus 74c; Colgate-Palmolive (CL), consensus 74c; Viacom (VIAB), consensus $1.16; Time Warner Cable (TWC), consensus $1.73; Franklin Resources (BEN), consensus 93c; Raytheon (RTN), consensus $1.35; Northrop Grumman (NOC), consensus $1.94; Sherwin-Williams (SHW), consensus $1.26; Blackstone (BX), consensus 82c; Hershey (HSY), consensus 86c; Harley-Davidson (HOG), consensus 34c; Whirlpool (WHR), consensus $3.03; L-3 Communications (LLL), consensus $1.97; ADT (ADT), consensus 49c; Airgas (ARG), consensus $1.18. :

To: 2MAR$ who wrote (1892)	2/3/2014 2:00:26 AM
From: 2MAR$	Read Replies (4) \| Respond to of 2077

Earnings February 3 - 7 ( SUMRX) : Of the companies reporting earnings for the week of February 3 - 7 some of the bigger names include: Monday: Pre Market - SYY, GOLD After Hours - SU, HIG, YUM, APC, PFG, UGI, CCK, MDU, PRE, APU, TMK, CFN, TTWO, GGP, HOLX, EW Tuesday: Pre Market - BP, ADM, HCA, IP, UPS, EMR, ETN, DLPH, AGCO, CNC, ACM, BDX, BSX, R, FIS, AXe, SE, GCI, ABG, CLX, MHFI, SIRI, XYL, KORS, CHD, ACI, CME After Hours - AFL, CHRW, AMP, GILD, BSAC, UNM, GNW, GAS, ATO, CERN, EQR, CVD, DV, BWLD Wednesday: Pre Market - MRK, HUM, TWX, ARW, EL, ADP, CTSH, GPI, CCE, RL, AGN, LVLT, NS, IACI, NDAQ, CVG, After Hours - DIS, PAGP, PRU, PAA, TSO, ALL, ARMK, MRO, LNC, AIZ, CBG, ORLY, GMCR, XL, CNW, FISV, NXPI, RE, CINF, THG, FMC, WGL, GPRE, AKAM, SFLY, TWTR, P, YELP Thursday: Pre Market - SNE, GM, AET, FOXA, AZN, CS, EXC, BCE, TEVA, CMI, K, PPL, SEE, INGR, NU, SPR, AAP, NBL, RFP, ADS, WEC, GPK, NUS, PRGO, TW, USG, AOL, VMC, SMG, MWW, DNKN, PBH During Market Hours - PM After Hours - ATVI, RSG, FTI, EXPE, LGF, ONNN, TPX, OUTR, LNKD, BYI, VRSN, ATHN, OPEN, Friday: Pre Market - MT, CI, LH, UFS, BPL, WYN, AXL, MCO, BEAM, APO, MSG, FLIR, SIRO, CBOE After Hours - CCJ