Posts Tagged ‘expectations’

An improving credit environment will result in strong earnings from JP Morgan in the fourth quarter that will exceed Wall Street’s expectations for the eighth consecutive quarter.

Amazon.com is poised to report another quarter of stellar growth despite the difficult retail environment.

For AT&T’s stock to break out of its current narrow trading range, the company will have to demonstrate that enterprise sales are recovering.

For the first time in several quarters, we expect to see eBay post y/y revenue growth.

There is increasing evidence that the online advertising market is beginning to recover which should help lift Yahoo’s third quarter performance.

We are anticipating another blowout quarter from Apple that will easily exceed both Wall Street’s consensus expectations as well as the company own notoriously-conservative guidance.

We are expecting another solid quarter with revenues likely inline with Street consensus, but cost savings should deliver better than expected earnings results.

While the company has been able to increase margins by engaging in productive cost cutting, sales numbers have been particularly weak over the last couple of quarters.

We agree with the consensus opinion that last quarter was likely the low point for Ciena. However, our third quarter expectations are slightly above the Street’s consensus as we believe improving customer demand will lead to a sequential improvement over last quarter’s results.

The company’s portfolio of consumer products appears to be holding up quite well despite the economic challenges.