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Dell reaffirmed their guidance for the third quarter, but gave no guidance going forward. They also ...
DAN NILES It's just a combination of a good solid quarter and some pretty solid guidance going forward.
DAN GEIMAN While the quarter was a solid one and forward guidance positive, we believe that valuation is stretc...
HEATH TERRY We believe both revenue growth and margins are within the range of guidance given in the third-quart...
DANIEL NILES Guidance for the April quarter was appreciably better than expected.
GURINDER KALRA It's a good quarter and they upped their guidance but the stock will trade down because at first blu...
ED SNYDER We believe lower guidance from Dell, Lexmark and Cisco this (quarter) indicates slower growth in PCs...
CHRIS WHITMORE We believe lower guidance from Dell, Lexmark and Cisco this (quarter) indicates slower growth in PCs...
CHRIS WHITMORE Going forward, sales guidance could still be conservative for the third quarter and on gross margins...
APJIT WALIA For some reason, people had their hopes much higher than this, especially for the guidance. Everythi...
SAFA RASHTCHY It was largely in line with what people wanted, and people wanted some upside, especially in the gui...
BRIAN KEANE People are having a hard time squaring the current quarter, which was pretty good, with their guidan...
ALBERT LIN![]()
The results for the third quarter (October-December) signal the next phase of growth. Revenue from I...
AZIM PREMJI The results for the third quarter (October-December) signal the next phase of growth. Revenue from I...
AZIM H. PREMJI I am Stephen Michael Cohen and I'm the person who is on that warrant,
MICHAEL COHEN Although we had anticipated tepid guidance, the company was far more conservative than we anticipate...
BILL SHOPE Investors were looking for even more. The company is typically conservative with their guidance and ...
CHRISTINE CHEN It was a great quarter for the company. Revenue growth was much stronger than anticipated.
ANDREA WILLIAMS There was a lot of pessimism going into the quarter for these companies. These companies hit their n...
ANDREW GALLIGAN Our earnings growth is especially gratifying in this seasonally low-revenue quarter, when we continu...
ALAN HASSENFELD Their subscriber acquisition cost was great for the quarter, and raising guidance to 6.2 million was...
APRIL HORACE I'm positive on the quarter but I think there is going to be a debate over the outlook. The real sur...
BOB STIMSON This would have been the case had we shipped in the range of our revenue guidance.
JUDY BRUNER The opinion is intended to provide some guidance going forward if this issue becomes relevant later ...
MELISSA MERZ We expect Jones to report total revenue of $1.15 billion, a decline of 14.4 percent versus last year...
LIZABETH DUNN I think the initial read of the numbers was disappointing for a lot of people. Guidance as of last q...
JASON TSAI There was little new in Amazon's quarter or guidance as both followed Amazon's trend for the past se...
SAFA RASHTCHY There really is not clear guidance to what the outlook is going forward.
NICK ANGILETTA The quarter was very strong. If we could see another good quarter of applications revenue then that ...
BRENDAN BARNICLE Growth in specialty advertising was a little lower than expected but subscriber revenue growth outpe...
ANDREA HORAN Their guidance being overly conservative for next quarter, that's what's causing the most chaos in t...
JIM GROSSMAN The challenge for this company is investors have been trained for them to beat numbers and raise gui...
KAREN HAUS There was a lot of disappointment about revenue. It's especially true for technology stocks - if you...
BILL MEEHAN Today's drop is because of missed earnings expectations for the fourth quarter and also that the gui...
BILL SELESKY I was a little surprised that the fourth quarter guidance at the mid-point is a little weaker than p...
ANTHONY CHUKUMBA Their earnings were ahead of forecasts and they gave fairly optimistic guidance going forward.
LYNETTE SCHROEDER Profitability for the quarter was affected by the lower revenue and a reduction in average selling p...
DAVID ORTON We expect a potentially heavy impact on Qualcomm, especially for second-quarter results. We estimate...
MARC CABI We are very pleased with our results for the first quarter. We saw continued strong improvement in e...
CANDACE KENDLE People had expected everyone to miss the quarter so it's not surprising that they missed. Market con...
CHRISTIN ARMACOST Basically I think it's the fact that the devices are still selling. (Given) the fact that they were ...
BENJAMIN BOLLIN It was a blow-out quarter, they did an incredible job. They blew away the consensus (forecast), and ...
MICHELLE APPLEBAUM People were hoping for just a little bit better on the guidance. Guidance was OK but not great.
ALAN DAVIS Yahoo's revenue in the quarter was just below consensus, with profitability lagging further behind.
HEATH TERRY We look for in-line fourth-quarter financial results and more upbeat guidance for 2006 than Amgen pr...
MARK AUGUSTINE We're going to see volatile markets for the next little while with all this uncertainty regarding ea...
GORDON HIGGINS While our checks suggest that there was a general pickup in hardware business at the end of the Marc...
LAURA CONIGLIARO The guidance for underlying revenue growth at Pearson Education and Penguin looks slightly lower tha...
CHARLES PEACOCK The introduction of two new modular storage products helped to diversify the revenue mix this quarte...
DONNA TAYLOR Due primarily to continued robust demand from our customers, our fourth quarter business exceeded ou...
LORA HO It was a very good quarter. We beat Wall Street consensus estimates for revenue, and we believe we m...
PAUL DONOVAN We're not expecting any revenue impact in the third quarter or the fourth quarter,
ALBERT RAUCH This is especially encouraging given the fact that the first quarter is generally expected to be a s...
BILL AYLESWORTH While this increase improved total sales revenue for the quarter, margins on these products are lowe...
JOE CRAWFORD The results are definitely better than expected. Even the subscriber additions are certainly better ...
BARRY RICHARDS There's also the practicality that people are needed to do the work, but I'm not sure whether the th...
JEFFREY JOERRES The guidance is a disappointment. They're apparently not expecting revenue growth really to pick up.
CINDY SHAW The quarter was no surprise, but the future guidance was very favorable. The forecast of single-digi...
TOM COURTNEY My sense heading into the quarter was the market expected Humana to raise guidance today. I think th...
CARL MCDONALD In terms of this earnings reporting season, more what people will be looking for is what the fourth ...
ARTHUR HOGAN For the third consecutive quarter, our year-over-year license revenue growth rate accelerated. We be...
ALFRED CHUANG Our revenue grew 7 percent on an organic basis this quarter, ... We are confident EDS' revenue perfo...
DICK BROWN Fourth quarter revenue and gross margin exceeded guidance due to stronger than expected customer dem...
KEN JOYCE Their guidance was way behind where the market was so they were always going to have to lift their g...
MATTHEW MCNEE We're pleased with the solid revenue and earnings per share results Cisco delivered during its secon...
JOHN CHAMBERS Revenue was higher than expected but a number of charges distort the picture. Still, if you exclude ...
ERIC DE GRAAF This is a tremendous boost for hockey. This game needs people like Wayne Gretzky to step forward and...
BARRY SMITH The fourth quarter was quite good but panel prices began to fall again from January and we anticipat...
JEFF KIM The fourth quarter was an intensely competitive environment with general softness in the technology ...
GREG HAWKINS After a slip up in the fourth quarter, database license revenue jumped through the roof, while appli...
NEIL HERMAN The guidance we're prepared to give is we're going to see sequential growth in the top-line quarter ...
HENRY SCHACHT The market's a little cautious given the run-up we've seen the last couple of days in big-cap tech n...
JAY WONG We continue to believe this is a second half story, but need to see revenue growth return year-over-...
DANIEL NILES It is going to be lost revenue, for sure. I couldn't give you a dollar figure. It could be $100,000....
DICK STORM That was a disappointment, but we identified it, resolved it and we're putting it behind us. Our pro...
CYRIL MCGUIRE Tiffany reported earnings above our expectations ... first-quarter guidance appears light.
DANA COHEN It wouldn't be surprising if there was a little bit of a pullback in consumer spending in the first ...
CHARLES LIEBERMAN The stock had a great run-up in anticipation of solid earnings, and I think their database revenue w...
ANDREW ROSKILL We are pleased to report the 33rd consecutive quarter of revenue and earnings growth, ... We are esp...
JOHN CHAMBERS These were pretty decent numbers overall. There was some concern over the sales numbers, but revenue...
DAN GEIMAN Despite the global economic conditions and its potential effect on our [third-quarter] revenue, Adob...
BRUCE CHIZEN 2005 was another remarkable year for Adobe. We grew our business 18 percent, generated record profit...
BRUCE CHIZEN The quarter was good. Outlook was conservative for the full year which is good and we like the first...
BRIAN MODOFF There has been such negative sentiment around Amazon that just making the quarter and giving basical...
PHILIP REMEK Clearly costs have moved up. The nickel spot price now has recovered. If you look forward, they're g...
LAWRENCE SMITH There's very little direction. Everyone's tuning into (the payrolls figures) especially since the Fe...
CAROLYN KWAN Growth going forward is becoming the big issue for stock investors. Things are still OK on the earni...
OWEN FITZPATRICK The good news is that Apple is pretty stable, but that's also the bad news. There really wasn't any ...
JAMES POYNER We anticipate that the first quarter of this fiscal year will be the low water mark in the company's...
CEO LUXTON We anticipate that the first quarter of this fiscal year will be the low water mark in the company's...
CEO DAVID LUXTON It looks like yet again we're going to get a quarter with higher-than-expected earnings. Earnings gu...
BRIAN GENDREAU It was a good quarter for Magma in all aspects of our operation. We achieved record revenue again ? ...
RAJEEV MADHAVAN This is going to be a very stable and strong revenue-producing machine for the town.
DAVID MALIN This was totally surprising to us and alarming to our colleagues, especially those interested in con...
GREGORY ASNER We are deeply disappointed our lowered guidance for third-quarter earnings precipitated such a drama...
DICK BROWN We have entered the fall with much better backlog in place for delivery in the second quarter. We ar...
BRIAN HALLA We have entered the fall with much better backlog in place for delivery in the second quarter. We ar...
BRIAN L. HALLA From the line I was concentrating. I was a machine. I like scoring, especially from the free throw l...
ANDREI KIRILENKO Wal-Mart was rightly cautious with its outlook. Their first-quarter sales barely met the lower end o...
JEFFREY KLINEFELTER Your first quarter came in light and it looks like your second quarter is going to be light relative...
MARGARET WHELAN
DAN NILES It's just a combination of a good solid quarter and some pretty solid guidance going forward.
DAN GEIMAN While the quarter was a solid one and forward guidance positive, we believe that valuation is stretc...
HEATH TERRY We believe both revenue growth and margins are within the range of guidance given in the third-quart...
DANIEL NILES Guidance for the April quarter was appreciably better than expected.
GURINDER KALRA It's a good quarter and they upped their guidance but the stock will trade down because at first blu...
ED SNYDER We believe lower guidance from Dell, Lexmark and Cisco this (quarter) indicates slower growth in PCs...
CHRIS WHITMORE We believe lower guidance from Dell, Lexmark and Cisco this (quarter) indicates slower growth in PCs...
CHRIS WHITMORE Going forward, sales guidance could still be conservative for the third quarter and on gross margins...
APJIT WALIA For some reason, people had their hopes much higher than this, especially for the guidance. Everythi...
SAFA RASHTCHY It was largely in line with what people wanted, and people wanted some upside, especially in the gui...
BRIAN KEANE People are having a hard time squaring the current quarter, which was pretty good, with their guidan...
ALBERT LIN
The results for the third quarter (October-December) signal the next phase of growth. Revenue from I... AZIM PREMJI The results for the third quarter (October-December) signal the next phase of growth. Revenue from I...
AZIM H. PREMJI I am Stephen Michael Cohen and I'm the person who is on that warrant,
MICHAEL COHEN Although we had anticipated tepid guidance, the company was far more conservative than we anticipate...
BILL SHOPE Investors were looking for even more. The company is typically conservative with their guidance and ...
CHRISTINE CHEN It was a great quarter for the company. Revenue growth was much stronger than anticipated.
ANDREA WILLIAMS There was a lot of pessimism going into the quarter for these companies. These companies hit their n...
ANDREW GALLIGAN Our earnings growth is especially gratifying in this seasonally low-revenue quarter, when we continu...
ALAN HASSENFELD Their subscriber acquisition cost was great for the quarter, and raising guidance to 6.2 million was...
APRIL HORACE I'm positive on the quarter but I think there is going to be a debate over the outlook. The real sur...
BOB STIMSON This would have been the case had we shipped in the range of our revenue guidance.
JUDY BRUNER The opinion is intended to provide some guidance going forward if this issue becomes relevant later ...
MELISSA MERZ We expect Jones to report total revenue of $1.15 billion, a decline of 14.4 percent versus last year...
LIZABETH DUNN I think the initial read of the numbers was disappointing for a lot of people. Guidance as of last q...
JASON TSAI There was little new in Amazon's quarter or guidance as both followed Amazon's trend for the past se...
SAFA RASHTCHY There really is not clear guidance to what the outlook is going forward.
NICK ANGILETTA The quarter was very strong. If we could see another good quarter of applications revenue then that ...
BRENDAN BARNICLE Growth in specialty advertising was a little lower than expected but subscriber revenue growth outpe...
ANDREA HORAN Their guidance being overly conservative for next quarter, that's what's causing the most chaos in t...
JIM GROSSMAN The challenge for this company is investors have been trained for them to beat numbers and raise gui...
KAREN HAUS There was a lot of disappointment about revenue. It's especially true for technology stocks - if you...
BILL MEEHAN Today's drop is because of missed earnings expectations for the fourth quarter and also that the gui...
BILL SELESKY I was a little surprised that the fourth quarter guidance at the mid-point is a little weaker than p...
ANTHONY CHUKUMBA Their earnings were ahead of forecasts and they gave fairly optimistic guidance going forward.
LYNETTE SCHROEDER Profitability for the quarter was affected by the lower revenue and a reduction in average selling p...
DAVID ORTON We expect a potentially heavy impact on Qualcomm, especially for second-quarter results. We estimate...
MARC CABI We are very pleased with our results for the first quarter. We saw continued strong improvement in e...
CANDACE KENDLE People had expected everyone to miss the quarter so it's not surprising that they missed. Market con...
CHRISTIN ARMACOST Basically I think it's the fact that the devices are still selling. (Given) the fact that they were ...
BENJAMIN BOLLIN It was a blow-out quarter, they did an incredible job. They blew away the consensus (forecast), and ...
MICHELLE APPLEBAUM People were hoping for just a little bit better on the guidance. Guidance was OK but not great.
ALAN DAVIS Yahoo's revenue in the quarter was just below consensus, with profitability lagging further behind.
HEATH TERRY We look for in-line fourth-quarter financial results and more upbeat guidance for 2006 than Amgen pr...
MARK AUGUSTINE We're going to see volatile markets for the next little while with all this uncertainty regarding ea...
GORDON HIGGINS While our checks suggest that there was a general pickup in hardware business at the end of the Marc...
LAURA CONIGLIARO The guidance for underlying revenue growth at Pearson Education and Penguin looks slightly lower tha...
CHARLES PEACOCK The introduction of two new modular storage products helped to diversify the revenue mix this quarte...
DONNA TAYLOR Due primarily to continued robust demand from our customers, our fourth quarter business exceeded ou...
LORA HO It was a very good quarter. We beat Wall Street consensus estimates for revenue, and we believe we m...
PAUL DONOVAN We're not expecting any revenue impact in the third quarter or the fourth quarter,
ALBERT RAUCH This is especially encouraging given the fact that the first quarter is generally expected to be a s...
BILL AYLESWORTH While this increase improved total sales revenue for the quarter, margins on these products are lowe...
JOE CRAWFORD The results are definitely better than expected. Even the subscriber additions are certainly better ...
BARRY RICHARDS There's also the practicality that people are needed to do the work, but I'm not sure whether the th...
JEFFREY JOERRES The guidance is a disappointment. They're apparently not expecting revenue growth really to pick up.
CINDY SHAW The quarter was no surprise, but the future guidance was very favorable. The forecast of single-digi...
TOM COURTNEY My sense heading into the quarter was the market expected Humana to raise guidance today. I think th...
CARL MCDONALD In terms of this earnings reporting season, more what people will be looking for is what the fourth ...
ARTHUR HOGAN For the third consecutive quarter, our year-over-year license revenue growth rate accelerated. We be...
ALFRED CHUANG Our revenue grew 7 percent on an organic basis this quarter, ... We are confident EDS' revenue perfo...
DICK BROWN Fourth quarter revenue and gross margin exceeded guidance due to stronger than expected customer dem...
KEN JOYCE Their guidance was way behind where the market was so they were always going to have to lift their g...
MATTHEW MCNEE We're pleased with the solid revenue and earnings per share results Cisco delivered during its secon...
JOHN CHAMBERS Revenue was higher than expected but a number of charges distort the picture. Still, if you exclude ...
ERIC DE GRAAF This is a tremendous boost for hockey. This game needs people like Wayne Gretzky to step forward and...
BARRY SMITH The fourth quarter was quite good but panel prices began to fall again from January and we anticipat...
JEFF KIM The fourth quarter was an intensely competitive environment with general softness in the technology ...
GREG HAWKINS After a slip up in the fourth quarter, database license revenue jumped through the roof, while appli...
NEIL HERMAN The guidance we're prepared to give is we're going to see sequential growth in the top-line quarter ...
HENRY SCHACHT The market's a little cautious given the run-up we've seen the last couple of days in big-cap tech n...
JAY WONG We continue to believe this is a second half story, but need to see revenue growth return year-over-...
DANIEL NILES It is going to be lost revenue, for sure. I couldn't give you a dollar figure. It could be $100,000....
DICK STORM That was a disappointment, but we identified it, resolved it and we're putting it behind us. Our pro...
CYRIL MCGUIRE Tiffany reported earnings above our expectations ... first-quarter guidance appears light.
DANA COHEN It wouldn't be surprising if there was a little bit of a pullback in consumer spending in the first ...
CHARLES LIEBERMAN The stock had a great run-up in anticipation of solid earnings, and I think their database revenue w...
ANDREW ROSKILL We are pleased to report the 33rd consecutive quarter of revenue and earnings growth, ... We are esp...
JOHN CHAMBERS These were pretty decent numbers overall. There was some concern over the sales numbers, but revenue...
DAN GEIMAN Despite the global economic conditions and its potential effect on our [third-quarter] revenue, Adob...
BRUCE CHIZEN 2005 was another remarkable year for Adobe. We grew our business 18 percent, generated record profit...
BRUCE CHIZEN The quarter was good. Outlook was conservative for the full year which is good and we like the first...
BRIAN MODOFF There has been such negative sentiment around Amazon that just making the quarter and giving basical...
PHILIP REMEK Clearly costs have moved up. The nickel spot price now has recovered. If you look forward, they're g...
LAWRENCE SMITH There's very little direction. Everyone's tuning into (the payrolls figures) especially since the Fe...
CAROLYN KWAN Growth going forward is becoming the big issue for stock investors. Things are still OK on the earni...
OWEN FITZPATRICK The good news is that Apple is pretty stable, but that's also the bad news. There really wasn't any ...
JAMES POYNER We anticipate that the first quarter of this fiscal year will be the low water mark in the company's...
CEO LUXTON We anticipate that the first quarter of this fiscal year will be the low water mark in the company's...
CEO DAVID LUXTON It looks like yet again we're going to get a quarter with higher-than-expected earnings. Earnings gu...
BRIAN GENDREAU It was a good quarter for Magma in all aspects of our operation. We achieved record revenue again ? ...
RAJEEV MADHAVAN This is going to be a very stable and strong revenue-producing machine for the town.
DAVID MALIN This was totally surprising to us and alarming to our colleagues, especially those interested in con...
GREGORY ASNER We are deeply disappointed our lowered guidance for third-quarter earnings precipitated such a drama...
DICK BROWN We have entered the fall with much better backlog in place for delivery in the second quarter. We ar...
BRIAN HALLA We have entered the fall with much better backlog in place for delivery in the second quarter. We ar...
BRIAN L. HALLA From the line I was concentrating. I was a machine. I like scoring, especially from the free throw l...
ANDREI KIRILENKO Wal-Mart was rightly cautious with its outlook. Their first-quarter sales barely met the lower end o...
JEFFREY KLINEFELTER Your first quarter came in light and it looks like your second quarter is going to be light relative...
MARGARET WHELAN
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