Posts Tagged ‘guidance’

While Costco appears to be seeing improvement in their operating margins, we feel that severe weather that blanketed much of the nation over the last few weeks could limit any upside surprise.

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

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

We anticipated another quarter of ugly y/y sales declines, but better than expected earnings results largely driven by cost-cutting initiatives.

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.

Business is picking up nicely for Intel and this will likely be the last quarter they will have to report y/y sales declines.

Corporate spending has clearly been subdued over the last few quarters, but we expect that RIM will benefit as enterprise spending begins to ramp up once again.

We believe that revenues could inch sequentially higher from last quarter’s level, but that probably won’t be enough to move the stock significantly.

We view management’s earnings guidance as being on the conservative side and expect reported results to be at the high end of their guidance range.