Author Archive

–       QCOM delivered 4QFY14 results EPS of $1.26 on sales of $6.69B, falling short of the consensus expectations of $1.32 and $7.03B in revenue –       QCOM is struggling to collect royalties from unprofitable secondary Chinese brands in the midst of

–        TWTR posted 3Q14 results that either met or beat consensus for every reported metric, including 23% growth in users, 14% growth in timeline views, and 114% growth in revenue –        Nonetheless, shares traded off 10%+ after hours, leading reporters

–          MSFT’s 1QFY15 were stellar – 11% YoY organic sales growth, strength in both devices/consumer and commercial businesses, and a solid EPS beat. –          MSFT is killing it in the cloud – commercial sales up 128% YoY, likely to a

–          AAPL delivered 4QFY14 EPS of $1.42 on sales of $42.1B, handily beating the published consensus, on very strong sales of the iPhone 6 and 6 Plus that had been widely anticipated –          Sales growth of 12.4% was the best

–          GOOG missed 3Q14 EPS by 2.8%, failing to deliver an expected QoQ improvement in operating margins. Net sales were in line, with fractionally lower revenues offset by slightly better TAC. –          Sales saw total paid clicks decelerate to 17%

–          NFLX disappointed investors on sub growth, missing guidance for 3.7M new subs by 19% as a price hike and a relatively weak slate of new programming releases dampened demand –          The disappointing results were amplified by TWX’s announcement that