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Intel Beats Q2 Sales, Demand 'Strong', Gross Margin Light, Guidance Solid (INTC)

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2008-07-15 16:25:00 by Dan Frommer in Silicon Alley Insider
...gross margins were a bit lower than forecasted. Why? Greater demand for cheap laptops, which include cheaper chips. Guidance for Q3 is solid As we enter the second half, demand remains strong for our microprocessor and chipset products in all segments and all parts of the globe," Intel CEO Paul Otellini said in a statement Nothing earth...
 
Tags: demand, guidance, demand remains strong, notebook demand, gross margin guidance, desktop trends, trends, desktop, gross margin
 
 
 
 
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Muller: 50% Gross Margin On iPhone

2008-10-29 17:44:51 by Ed Sutherland in Cult of Mac
 
...gross margin for the first quarter of fiscal 2009 is expected to well-exceed managements guidance of 30 percent, Financial Alchemist blogger Turley Muller commented Wednesday Turley, one a few financial bloggers whos predictions closely mirrored Apples fourth quarter results, said the Cupertino, Calif. company is acting wisely, given the...
 
Tags: apples figure, apples, iphone, apples stock, percent, percent earnings increase, apple revenue, apple, stock
 
 
 
 
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Googles $83 Million Escape Clause: SEC Filing Spells Out Details Of Yahoo-Google Deal

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2008-06-13 10:57:29 by Erick Schonfeld in TechCrunch
...gross revenues recognized by Google under the Services Agreement are less than $83,333,333 for the four prior calendar months In other words, Google has a minimum guarantee of serving at least $83 million worth of ads through Yahoo on a rolling 4-month basis, or else it can walk away. Thats a pretty tiny threshold, considering that Yahoos...
 
Tags: services, afc services, provide services, services agreement applies, afs services, yahoo, services agreement, display, display ads
 
 
 
 
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Hulu Profitable? Please

2008-11-17 14:44:00 by Henry Blodget in Silicon Alley Insider
 
...gross profit, which is what a company has left after deducting the costs directly involved in providing its products/services but before deducting all of its operating expenses . Producing a gross profit isn't much to write home about. It is actual profit--profit after all expenses--that matters Here's how Peter says Screen Digest analyst...
 
Tags: video file, average video file, file, online video monetization, online video, bandwidth costs decline, bandwidth, middleman, video middleman
 
 
 
 
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Yahoo (YHOO) Clings By Fingernails To Low End of Range

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2008-07-22 16:08:00 by Henry Blodget in Silicon Alley Insider
...Gross revenue lower half of range (weak operating income light EBITDA light (dragged down by Microsoft defense/courting expenses EPS light Revenue and operating income guidance for year "narrowed" (high end of range reduced Revenue up a scorching 6% year over year. Even owned and operated properties, the pride and joy, managed only a 14%...
 
Tags: gross revenue lower, gross revenue, weak, display revenue weak, revenue, revenue faster, acknowledges miss revenue, gross revenue guidance, display revenue worldwide
 
 
 
 
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LIVE: Sprint Revenue Misses, Customers Still Fleeing, Albeit Slower (S)

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2008-08-06 10:55:00 by Dan Frommer in Silicon Alley Insider
...gross debt by at least $1 billion by the end of the third quarter LIVE Conference Call notes 10:58 Waiting for call to begin 11:01 Going over slides, figures from release 11:03 Dan Hesse joins. Plans to reduce churn, rebuild Sprint brand, etc. Pleased to report very significant sequential improvement in postpaid churn to just under 2%....
 
Tags: customers, sprint, cdma customers, post-paid churn, churn, fewer subprime customers, gross, lower gross, loss
 
 
 
 
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Apple Smashes Q3 On Huge Mac Sales, But Weak Outlook Crushing Stock (AAPL)

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2008-07-21 18:20:00 by Dan Frommer in Silicon Alley Insider
...gross margins would fall to 31.5% from the 34.8% Apple posted in the June quarter Why? Full-quarter impact of its back-to-school promotion, during which it's giving away a free iPod touch to qualified Mac buyers ; a one-time benefit Apple got from a supplier last quarter that it won't get this quarter; and a future product transition , which...
 
Tags: mac, apple, sales, june quarter, quarter, handset revenue, iphone handset revenue, september quarter guidance, ipod touch
 
 
 
 
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Earnings call takeaway: New products in September

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2008-07-22 15:00:00 by Christina Warren in The Unofficial Apple Weblog (TUAW)
...gross margins for the September quarter (Q4). Although Apple is famous for under-promising/over-delivering, especially when it comes to projected sales and gross margin performance, during yesterday's call, CFO Peter Oppenheimer offered up a very interesting explanation for Apple's lower estimates: new products Although Apple historically...
 
Tags: lower, lower gross margins, products, patents apple, september, apple, lower pricepoints, apple financial apple, product transition
 
 
 
 
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Yahoo (YHOO) Q2 Preview: Lukewarm, Squishy, Mixed

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2008-07-22 14:25:00 by Henry Blodget in Silicon Alley Insider
...Gross Revenue: $1.73-$1.93 billion guidance Net Revenue: $1.37 billion consensus Operating Income: $135-$155 guidance EBITDA: $425-$455 guidance, consensus higher ($450ish EPS: $0.12 consensus Outlook 2008: Net Revenue $5.72 billion, EPS $0.48 (Gross Revenue guidance: $7.2-$8 billion 2009: Net Revenue $6.47 billion, EPS $0.61 See Also: LIVE...
 
Tags: project net revenue, net revenue, yahoo, revenue, project, gross display revenue, gross revenue guidance, guidance, yahoo slices