Earnings Whispers

Cisco Beats by a Penny

Wed, 08 Feb 2012 16:05:00 EST

Cisco Systems, Inc. (CSCO) reported second quarter earnings of $0.47 per share on revenue of $11.5 billion. The consensus earnings estimate was $0.43 per share on revenue of $11.2 billion for the quarter ending January 31, 2012. The Earnings Whisper (R) number was $0.46 per share.

Visa Reports In-line

Wed, 08 Feb 2012 16:05:00 EST

Visa Inc (V) reported first quarter earnings of $1.49 per share on revenue of $2.55 billion. The consensus earnings estimate was $1.46 per share on revenue of $2.47 billion for the quarter ending December 31, 2011. The Earnings Whisper (R) number was $1.49 per share.

Dealing with Peers

Mon, 06 Feb 2012 09:30:00 EST

The Nasdaq leadership is generally a bullish indicator and supports a long strategy in Technology against the rest of the market, but the bearish indicators are popping up.

Dealing with Peer Pressure

Plus we preview earnings and trades for Cisco (CSCO), Visa (V), Lincoln National (LNC), and Ralph Lauren (RL).

For the full report, please go to http://www.earningswhispers.com/subwr.asp?artno=385.

Seasonally Best

Mon, 30 Jan 2012 09:30:00 EST

The fundamental data supports strong seasonality for the middle of the week. Still, a pullback is due.

As Etta James once said, "Losers Weepers" - a trading strategy for shorting the losers.

Plus we preview earnings and trades for Qualcomm (QCOM), Aetna (AET), Tractor Supply (TSCO), and Manpower (MAN).

For the full report, please go to http://www.earningswhispers.com/subwr.asp?artno=384.

Corning Beats Estimates; Misses Whisper

Wed, 25 Jan 2012 07:00:00 EST

Corning Inc. (GLW) reported fourth quarter earnings of $0.33 per share on revenue of $1.89 billion The consensus earnings estimate was $0.32 per share on revenue of $1.84 billion for the quarter ending December 31, 2011. The Earnings Whisper (R) number was $0.36 per share.

Apple Beats

Tue, 24 Jan 2012 16:30:00 EST

Apple, Inc. (AAPL) reported first quarter earnings of $13.87 per share on revenue of $46.3 billion. The consensus earnings estimate was $10.07 per share on revenue of $38.7 billion for the quarter ending December 31, 2011. The Earnings Whisper (R) number was $12.18 per share on revenue of more than $43.0 billion. The company beat all segments outlined in the Whisper Report. iPhones came in at 37.4 million units, vs consensus estimates of 30.0 million and whispered expectations of 33.0 million. Margins were 44.7 against the company's guidance of 40% and the consensus estimate of 40.7% while whispered expectations were for margins of around 42.5%.

J&J Reports In-line

Tue, 24 Jan 2012 07:45:00 EST

Johnson & Johnson (JNJ) reported fourth quarter earnings of $1.13 per share on revenue of $16.25 billion. The consensus earnings estimate was $1.10 per share on revenue of $16.28 billion for the quarter ending December 31, 2011. The Earnings Whisper (R) number was $1.13 per share.

Travelers Beats

Tue, 24 Jan 2012 07:00:00 EST

Travelers Companies, Inc. (TRV) reported fourth quarter earnings of $1.48 per share on revenue of $5.3 billion. The consensus earnings estimate was $1.51 per share on revenue of $5.5 billion for the quarter ending December 31, 2011. The Earnings Whisper (R) number was $1.45 per share.

Western Digital Beats

Mon, 23 Jan 2012 16:37:00 EST

Western Digital Corp. (WDC) reported second quarter earnings of $1.51 per share, excluding charges, on revenue of $2.00 billion. The consensus earnings estimate was $0.72 per share on revenue of $1.84 billion for the quarter ending December 31, 2011. The Earnings Whisper (R) number was $0.86 per share.

VMware Reports In-line

Mon, 23 Jan 2012 16:01:00 EST

VMware Inc (VMW) reported fourth quarter non-GAAP earnings of $0.62 per share on revenue of $1.06 billion. The consensus earnings estimate was $0.60 per share on revenue of $1.05 billion for the quarter ending December 31, 2011. The Earnings Whisper (R) number was $0.62 per share.

Turning Points

Mon, 23 Jan 2012 09:30:00 EST

We did not get the pullback we've seen 12 out of the last 14 years, and that is a bad sign for this week - combined with an overbought market. However, there are still signs of more upside this earnings season, including a likely upside surprise this week in New Home Sales ahead of a strong payroll report next week.

Two preannouncements should go in opposite directions: Destination Maternity (DEST) and Emulex (ELX).

Plus we preview earnings and trades for Apple (AAPL), AMD (AMD), Rockwell Automation (ROK), and MicroStrategy (MSTR)

For the full report, please go to http://www.earningswhispers.com/subwr.asp?artno=383.

Alcoa Misses by a Penny

Mon, 09 Jan 2012 16:03:00 EST

Alcoa, Inc. (AA) reported a fourth quarter loss of $0.03 per share on revenue of$5.99 billion . The consensus estimate was for earnings of $0.01 per share on revenue of $5.76 billion for the quarter ending December 31, 2011. The Earnings Whisper (R) number was a loss of $0.02 per share.

lululemon Beats Estimates but Misses Whisper

Thu, 01 Dec 2011 07:30:00 EST

lululemon athletica inc. (LULU) reported third quarter earnings of $0.27 per share on revenue of $230.2 million. The consensus earnings estimate was $0.25 per share on revenue of $235.9 million for the quarter ending October 31, 2011. The Earnings Whisper (R) number was $0.29 per share.

HP Beats but Guides Below Whispered Expectations

Mon, 21 Nov 2011 16:06:00 EST

Hewlett-Packard Co. (HPQ) reported fourth quarter earnings of $1.17 per share on revenue of $32.1 billion. The consensus earnings estimate was $1.13 per share on revenue of $32.1 billion for the quarter ending October 31, 2011. The Earnings Whisper (R) number was $1.14 per share. The company also provided guidance for fiscal year earnings of at least $4.00 per share. The consensus earnings estimate was earnings of $4.60 per share and the whispered guidance expectation, as discussed in the Whisper Report, was earnings of less than $4.25 per share.

Disney Beats by a Penny

Thu, 10 Nov 2011 16:15:00 EST

Walt Disney Co (DIS) reported fourth quarter earnings of $0.59 per share on revenue of $10.43 billion. The consensus earnings estimate was $0.55 per share on revenue of $10.35 billion for the quarter ending September 30, 2011. The Earnings Whisper (R) number was $0.58 per share.

Cisco Beats

Wed, 09 Nov 2011 16:05:00 EST

Cisco Systems, Inc. (CSCO) reported first quarter earnings of $0.43 per share on revenue of $11.26 billion. The consensus earnings estimate was $0.39 per share on revenue of $11.02 billion for the quarter ending October 31, 2011. The Earnings Whisper (R) number was $0.41 per share.

TI Reports In-line

Mon, 24 Oct 2011 16:30:00 EST

Texas Instruments, Inc. (TXN) reported third quarter earnings of $0.60 per share on revenue of $3.47 billion. The consensus earnings estimate was $0.57 per share on revenue of $3.31 billion for the quarter ending September 30, 2011. The Earnings Whisper (R) number was $0.60 per share.

Microsoft Misses Earnings; Beats Revenue

Thu, 20 Oct 2011 16:05:00 EST

Microsoft Corp. (MSFT) reported first quarter earnings of $0.68 per share on revenue of $17.37 billion. The consensus earnings estimate was $0.68 per share on revenue of $17.19 billion for the quarter ending September 30, 2011. The Earnings Whisper (R) number was $0.72 per share.

Apple Misses on Disappointing iPhone Sales

Tue, 18 Oct 2011 16:30:00 EST

Apple, Inc. (AAPL) reported fourth quarter earnings of $7.05 per share on revenue of $28.3 billion. The consensus earnings estimate was $7.31 per share on revenue of $29.2 billion for the quarter ending September 30, 2011. The Earnings Whisper (R) number was $8.42 per share. The company sold 17.07 million iPhones, which was below consensus estimates of 19.75 billion and whispered expectations of around 25.0 million. iPad sales also came in below expectations, with 11.12 million units. The consensus estimate was for 11.40 million units while the whispers were for 14.0 million. Macs beat the whispered expectations of 4.7 million units with a total of 4.89 Macs sold during the quarter.

Intel Beats

Tue, 18 Oct 2011 16:05:00 EST

Intel Corp. (INTC) reported third quarter earnings of $0.69 per share on revenue of $14.2 billion. The consensus earnings estimate was $0.61 per share on revenue of $13.9 billion for the quarter ending September 30, 2011. The Earnings Whisper (R) number was $0.63 per share.

IBM Misses

Mon, 17 Oct 2011 16:12:00 EST

International Business Machines Corp. (IBM) reported third quarter earnings of $3.28 per share on revenue of $26.16 billion. The consensus earnings estimate was $3.22 per share on revenue of $26.25 billion for the quarter ending September 30, 2011. The Earnings Whisper (R) number was $3.31 per share.

Google Beats More Than Expected

Thu, 13 Oct 2011 16:40:00 EST

Google (GOOG) reported third quarter earnings of $9.72 per share on revenue of $7.51 billion. The consensus earnings estimate was $8.73 per share on revenue of $7.19 billion for the quarter ending September 30, 2011. The Earnings Whisper (R) number was $9.19 per share with revenue whispers, as discussed in the Whisper Report (R), was more than $7.30 billion.

Thu, 13 Oct 2011 16:35:00 EST