Paistab, et täna müüakse homme avaldatav GDP ka turgu sisse:D
Obama ja Geithner hakkavad varsti capitol hillil esinema.
Pärast turu sulgemist teatab oma tulemused kõrgetel kordajatel kauplev Amazon. Ootustele pole alla jäädud juba viimased 9 kvartalit. Fookuses kommentaarid Kindle kohta. Väike eelvaade tulemustele Briefingust:
Amazon.com (AMZN) is set to report Q4 earnings after the closes followed by conference call at 5:00pm ET. Current consensus is for Q4 EPS of $0.39 on revs of $6.44 bln. Note the consensus for EPS covers a wide range of expectations (low of $0.30 to $0.53)... Last qtr, co issued Q4 guidance below consensus and lowered FY08 guidance. Co sees Q4 revs of $6.0-7.0 bln and operating income of $145-305 mln (between 46% decline and 13% growth YoY). Before this past fiscal year, the co's history had been for them to provide conservative annual guidance and then gradually raise it throughout the year (last qtr the co lowered FY08 operating income to $716-876 mln from Q2's FY08 of guidance $745-920 mln, Q1's $740-940 mln and initial guidance for FY08 of $785-985 mln). We expect FY09 to be both conservative (likely below current consensus estimates) and a very wide range for both revs and operating income. Co does not usu give EPS but rather issues guidance for operating income. The street is looking for Q1 operating income of ~$175 mln on revs of $4.6 bln and FY09 operating income of ~$830 mln on revs of $21.2 bln... Lowered prices on merchandise and discounted (or even free) shipping with purchases may have somewhat alleviated the slowdown in the top-line but at the cost of margins (and EPS). Margins should come under pressure that will likely continue throughout 2009. Street consensus for gross margin is 20.20%, down from 23.40% last qtr and down from 20.62% a year ago (operating margins is 3.6%, nearly flat from last qtr and down from 4.8% a year ago). Note that third party merchant sales have lower gross but higher operating margins (the effect could limit some erosion in gross margin, but with the mix of third party sales is expected to be nearly unchanged)... Look for any Kindle updates (although co has been reluctant to give figures in the past) such as number sold or potential for an updated version... Although AMZN is expected to outperform overall e-commerce sector, it is worth noting that ComScore reported online holiday spending declined 3% from the same period last year, which marks the first time it has seen negative growth for the holiday season since the company began tracking e-commerce in 2001... Briefing.com note: AMZN options implied volatility is 23% higher than its historical volatility (based on 30 day period) indicating greater expectation for stock movement in the near term. The implied one-day change is 5%, or ~$2.50
Amazon.com (AMZN) is set to report Q4 earnings after the closes followed by conference call at 5:00pm ET. Current consensus is for Q4 EPS of $0.39 on revs of $6.44 bln. Note the consensus for EPS covers a wide range of expectations (low of $0.30 to $0.53)... Last qtr, co issued Q4 guidance below consensus and lowered FY08 guidance. Co sees Q4 revs of $6.0-7.0 bln and operating income of $145-305 mln (between 46% decline and 13% growth YoY). Before this past fiscal year, the co's history had been for them to provide conservative annual guidance and then gradually raise it throughout the year (last qtr the co lowered FY08 operating income to $716-876 mln from Q2's FY08 of guidance $745-920 mln, Q1's $740-940 mln and initial guidance for FY08 of $785-985 mln). We expect FY09 to be both conservative (likely below current consensus estimates) and a very wide range for both revs and operating income. Co does not usu give EPS but rather issues guidance for operating income. The street is looking for Q1 operating income of ~$175 mln on revs of $4.6 bln and FY09 operating income of ~$830 mln on revs of $21.2 bln... Lowered prices on merchandise and discounted (or even free) shipping with purchases may have somewhat alleviated the slowdown in the top-line but at the cost of margins (and EPS). Margins should come under pressure that will likely continue throughout 2009. Street consensus for gross margin is 20.20%, down from 23.40% last qtr and down from 20.62% a year ago (operating margins is 3.6%, nearly flat from last qtr and down from 4.8% a year ago). Note that third party merchant sales have lower gross but higher operating margins (the effect could limit some erosion in gross margin, but with the mix of third party sales is expected to be nearly unchanged)... Look for any Kindle updates (although co has been reluctant to give figures in the past) such as number sold or potential for an updated version... Although AMZN is expected to outperform overall e-commerce sector, it is worth noting that ComScore reported online holiday spending declined 3% from the same period last year, which marks the first time it has seen negative growth for the holiday season since the company began tracking e-commerce in 2001... Briefing.com note: AMZN options implied volatility is 23% higher than its historical volatility (based on 30 day period) indicating greater expectation for stock movement in the near term. The implied one-day change is 5%, or ~$2.50
American Express (AXP) Director bought 50K shares at $17.76 on 01/28
AMZN Amazon.com prelim $0.52 vs $0.39 First Call consensus; revs $6.7 bln vs $6.44 bln First Call consensus
Amazon.com (AMZN) spikes 3.50 following headline beat
Hetkel kauplemas juba $54 tasemel.
Hetkel kauplemas juba $54 tasemel.
BRCM Broadcom misses by $0.19, beats on revs; guides Q1 revs below consensus
Reports Q4 (Dec) earnings of $0.08 per share, excluding a cumulative $0.40 in charges, $0.19 worse than the First Call consensus of $0.27; revenues rose 9.7% year/year to $1.13 bln vs the $1.07 bln consensus. Co issues downside guidance for Q1, sees Q1 revs of $800-875 mln vs. $953.14 mln consensus. "... As we look into the first quarter of 2009, we believe the current economic slowdown will continue to negatively impact our business as demand continues to decrease and settle into new levels and channel inventory adjusts accordingly..."
Reports Q4 (Dec) earnings of $0.08 per share, excluding a cumulative $0.40 in charges, $0.19 worse than the First Call consensus of $0.27; revenues rose 9.7% year/year to $1.13 bln vs the $1.07 bln consensus. Co issues downside guidance for Q1, sees Q1 revs of $800-875 mln vs. $953.14 mln consensus. "... As we look into the first quarter of 2009, we believe the current economic slowdown will continue to negatively impact our business as demand continues to decrease and settle into new levels and channel inventory adjusts accordingly..."