Estimated Reporting Date Symbol Revenue Estimate Current Q Operating Profit Estimate Current Q EPS Estimate Current Q EBITDA Estimate Current Q Revenue Estimate Next Q Sequential Revenue Growth Estimate, Percent Operating Profit Estimate Next Q EPS Estimate Next Q EBITDA Estimate Next Q Revenue Estimate Full Year Operating Profit Estimate Full Year EPS Estimate Full Year EBITDA Estimate Full Year Revenue Estimate Next Year Operating Profit Estimate Next Year EPS Estimate Next Year EBITDA Estimate Next Year 11/3/2008 ALVR 80.6 3.1 0.06 5.8 81.0 0.48% 2.4 0.05 4.6 292.6 5.6 0.16 -- 354.4 19.2 0.35 31.5 11/3/2008 AMT 401.6 157.0 0.14 265.6 409.1 1.87% 161.6 0.14 270.7 1,586.8 615.1 0.49 1,055.2 1,702.6 699.3 0.70 1,151.8 11/3/2008 AUDC 46.5 3.9 0.09 -- 47.9 2.99% 4.4 0.10 -- 183.7 15.1 0.35 -- 205.1 19.6 0.42 -- 11/3/2008 AXTI 18.0 (0.0) (0.02) -- 22.0 22.11% 3.1 0.06 -- 79.6 7.4 0.13 -- 87.0 8.4 0.19 -- 11/3/2008 BLKB 83.1 18.2 0.25 -- 86.9 4.59% 20.2 0.28 -- 312.0 71.1 0.97 -- 364.2 82.4 1.13 -- 11/3/2008 CRAY 54.3 (1.8) (0.05) -- 142.6 162.33% 21.0 0.69 -- 269.8 2.1 0.19 -- 255.0 3.9 0.21 -- 11/3/2008 EXTR 92.7 3.3 0.04 4.8 94.5 1.93% 3.6 0.05 5.0 380.1 13.7 0.20 23.1 404.7 23.6 0.30 -- 11/3/2008 GLBC 663.5 (22.0) (1.39) 62.0 661.3 -0.33% (18.0) (1.34) 66.3 2,613.5 (94.2) (5.59) 230.2 2,786.9 (58.3) (4.81) 291.7 11/3/2008 JCOM 62.9 27.0 0.41 29.5 64.1 1.89% 27.5 0.42 29.9 246.3 104.5 1.61 115.7 270.0 118.3 1.77 126.1 11/3/2008 LOOK 16.3 -- 0.00 0.5 18.9 15.98% -- 0.05 1.4 69.8 -- 0.10 4.0 78.7 -- 0.29 7.1 11/3/2008 MFLX 193.7 12.2 0.37 19.3 206.2 6.44% 14.3 0.39 22.1 709.4 57.0 1.66 83.2 829.1 55.6 1.56 85.7 11/3/2008 MSPD 39.4 2.2 0.07 -- 40.0 1.48% 2.6 0.09 -- 149.0 6.3 0.18 -- 164.2 11.7 0.40 -- 11/3/2008 MXWL 20.1 (3.8) (0.21) (2.9) 20.8 3.11% (3.6) (0.20) (2.8) 78.0 (14.9) (0.93) (10.7) 96.6 (8.2) (0.46) (3.8) 11/3/2008 PBI 1,602.3 288.0 0.70 361.0 1,721.4 7.43% 328.0 0.79 401.0 6,493.2 1,168.0 2.85 1,529.3 6,732.9 1,223.6 3.11 1,591.9 11/3/2008 RACK 70.5 (4.3) (0.07) 0.8 86.0 21.95% (1.8) (0.02) 6.1 281.5 (12.3) (0.15) 4.6 322.5 (4.2) 0.03 -- 11/3/2008 RDWR 25.4 (3.7) (0.14) -- 27.3 7.65% (1.6) (0.04) -- 98.9 (18.4) (0.78) -- 113.1 (6.0) (0.01) -- 11/3/2008 TKLC 108.9 13.7 0.16 -- 123.3 13.23% 19.6 0.23 -- 467.5 79.2 0.85 83.2 496.3 86.3 0.95 87.9 11/3/2008 TRID 33.3 (5.7) (0.11) (4.3) 30.1 -9.45% (7.5) (0.12) (6.6) 118.0 (30.6) (0.49) (35.9) 124.9 (32.7) (0.57) (35.3) 11/3/2008 VIA/B 3,318.3 692.5 0.55 788.4 4,409.1 32.87% 1,026.1 0.90 1,132.3 14,669.8 3,082.0 2.51 3,462.5 14,946.1 3,149.1 2.64 3,524.4 11/4/2008 AMSC 41.1 (3.1) (0.09) (1.1) 45.7 11.02% (2.0) (0.07) (0.2) 178.5 (8.0) (0.34) 3.5 255.0 14.3 0.11 19.4 11/4/2008 ACLS 51.3 (22.3) (0.23) (17.9) 55.4 7.98% (20.1) (0.21) (15.0) 266.7 (66.8) (0.73) (48.8) 240.2 (73.7) (0.67) (52.9) 11/4/2008 DMRC 4.7 (3.3) 0.10 0.8 4.6 -2.13% (0.4) 0.10 0.8 19.5 -- 0.63 4.9 21.6 0.7 0.62 5.4 11/4/2008 NILE 68.8 3.2 0.16 4.8 117.7 70.99% 10.7 0.48 12.5 330.8 21.3 1.00 27.2 364.0 23.7 1.13 34.4 11/4/2008 SPSS 74.6 12.1 0.44 -- 80.5 7.96% 15.7 0.55 -- 309.0 52.5 1.91 72.8 318.2 61.1 2.08 81.6 11/4/2008 VNO 660.6 302.2 0.32 361.6 674.8 2.15% 321.1 0.40 385.4 2,647.0 903.1 3.97 1,498.6 2,737.0 1,118.0 2.18 1,510.7
Monday, November 3, 2008
Earnings Estimate Cheat Sheet – Nov 3 & Nov 4, 2008
You ain’t seen nothing yet
September earnings reports were lackluster to say the least. Guidance came down. But just wait. October earnings are going to be shameful. Companies with October quarter ends such as Cisco, Dell, and Hewlett Packard will be lugging two months of a horrendous IT spending environment. I would anticipate they will all miss earnings forecasts, probably by a lot. Indications from the trenches are that spending did not improve in the month of October (why would it have) and that customers are increasingly pushing for more financing (naturally). Last month, we saw the effect of a slow September on companies reporting. This month we will see two months of major hesitance reflected. Business is still very much reduced from normal seasonality and numbers for these companies have not been reduced enough. I think they're shorts into their reports. I'm presently short Cisco and Dell and I'll probably have HPQ on too by the time you're done reading this.