5:59PM Overstock Over the Top : Rarely does a press release for earnings come across with this much material that would warrant the "Overstock Over the Top" headline. For some interesting reading on the co's performance from Chairman and CEO Patrick Byrne, read his letter at the end of the press release. The stock is up 1.32 in after hours.
5:53PM STMicroelectronics reports in line, guides Q1 revs higher (STM) 28.29 -0.23: Reports Q4 (Dec) earnings of $0.16 per share, in line with the Reuters Research consensus of $0.16; revenues rose 18.3% year/year to $2.11 bln vs the $1.97 bln consensus. Company sees Q1 revenues of $2.0-2.1 bln, consensus $1.89 bln.
5:52PM Internet Security earnings update (ISSX) 17.75: -- Update -- We are still waiting to hear back from Reuters Research, but it appears that non-GAAP EPS of $0.11 actually included additional charges that reduced EPS by $0.05, which would bring earnings to $0.16 per share vs consensus of $0.14.
5:49PM GLK prelim, ex items $0.01 26.75 +0.11:
5:44PM Rayonier Inc reports for Q4, beat on revs (RYN) 41.26 -1.70: Reports Q4 (Dec) earnings of $0.04 per share, results were not effected by one time charges, in line with the Reuters Research consensus of $0.04 and $0.03 worse than First Call consensus of $0.07; revenues fell 5.2% year/year to $271.5 mln vs the $243 mln consensus.
5:30PM ArvinMeritor announces the resignation of Pres and COO (ARM) 23.00 -2.16: ARM announced that Terry O'Rourke is resigning from his position as Pres and COO, as well as from the Board of Directors, to pursue opportunities outside of the company. The COO position will be eliminated. Plans for the a President were not mentioned in the press release.
5:23PM Nanogen issued patent for Biologic Electrode Arrays 12.50 -0.82:
5:22PM PSS World Med beats by $0.02 (PSSI) 12.59 -0.05: Reports Q3 (Dec) earnings of $0.12 per share, $0.02 better than the Reuters Research consensus of $0.10; revenues rose 13.2% year/year to $344.3 mln vs the $333.9 mln consensus. Co has set an EPS goal for fiscal 2005 (Mar 05) of $0.51 - $0.55 vs consensus of $0.53.
5:21PM Bone Care Intl beats by 2 cents, issues guidance (BCII) 16.00 +0.55: Co reports Q2 EPS of ($0.03), $0.02 better than consensus of ($0.05); product revs were $9.1 mln, vs consensus of $9.1 mln. Co raises the lower end of its sales guidance and now expects FY04 (June) product sales to be $38-$40 mln (consensus $39.0 mln) and reiterates its target to achieve profitability in Q4 of FY04.
5:20PM Ariba earnings update (ARBA) 3.38 +0.01: -- Update -- Reuters Research is telling us ARBA reports net of breakeven, or $0.00, excluding the one-time gain.
5:09PM Quest Software to acquire Aelita Software for $115 mln (QSFT) 16.77 +0.37: -- Update -- Co announces a definitive agreement to acquire privately-held Aelita Software in a transaction valued at approx $115 mln. Aelita provides systems management products that improve the productivity, system availability, and security of Microsoft Active Directory and Microsoft Exchange environments. QSFT expects the transaction to be neutral to fully diluted EPS within 12 months of closing.
5:09PM Pulte Homes beats by $0.07 (PHM) 43.71 -1.45: Reports Q4 (Dec) earnings of $1.95 per share, $0.07 better than the Reuters Research consensus of $1.88; revenues rose 23.2% year/year to $3.14 bln vs the $2.99 bln consensus.
5:06PM Veritas Software earnings update (VRTS) 36.47 -0.64: -- Update -- Reuters is telling us that, excluding special charges, VRTS earned $0.25 vs consensus of $0.24
4:58PM Hartford Financial beats, raises guidance (HIG) 63.27 -0.50: Reports Q4 (Dec) operating earnings of $1.52 per share, $0.07 better than the Reuters Research consensus of $1.45. Company raises Y04 EPS guidance from previous guidance of $5.70-6.00 to $5.80-6.10, consensus is $5.88.
4:57PM SpectraLink reports, misses on revs (SLNK) 21.71 -0.93: Reports Q4 (Dec) earnings of $0.13 per diluted share, $0.01 worse than the Reuters Research consensus of $0.14 and in line with the First Call consensus of $0.13; revenues rose 20.6% year/year to $19.9 mln vs the $20.04 mln consensus.
4:57PM OSI Pharm misses by $0.08 (OSIP) 35.54 -0.32: Reports Q1 (Dec) loss of $1.03 per share, $0.08 worse than the Reuters Research consensus of ($0.95); revenues rose 154.8% year/year to $11.4 mln vs the $11.6 mln consensus.
4:53PM Group 1 Software (GSOF) 14.25 +0.02: -- Update -- Reuters Research is telling us that the comparable actual is $0.09 which compares to the consensus of $0.12.
4:53PM C.R. Bard beats by $0.05, ex items (BCR) 88.15 -1.04: Reports Q4 (Dec) earnings of $1.06 per share, excluding charges of $0.67, $0.05 better than the Reuters Research consensus of $1.01; revenues rose 14.9% year/year to $381.2 mln vs the $370.3 mln consensus.
4:52PM TALX Corp reports in-line results, reaffirms (TALX) 23.35 +0.74: Reports Q3 (Dec) earnings of $0.18 per share, in line with the Reuters Research consensus of $0.18 (EPS includes a $0.03 charge, may not be comparable); revenues rose 0.7% year/year to $29.4 mln vs the $29.4 mln consensus. Co reaffirms FY04 guidance of $0.87-$0.92 in EPS on $122-$125 mln in sales, vs consensus of $0.88 and $124.7 mln.
4:51PM CYTYC Corp reports in line (CYTC) 14.24 -0.15: Reports Q4 (Dec) earnings of $0.17 per diluted share, in line with the Reuters Research consensus of $0.17; net revenues rose 17.4% year/year to $78.3 mln vs the $78.4 mln consensus.
4:51PM Ariba reports in-line with last week's guidance (ARBA) 3.37 -0.22: Reports Q1 (Dec) earnings of $0.02 per share, $0.01 better than the Reuters Research consensus of $0.01, but in-line with co guidance of $0.02 provided Jan 23; revenues fell 14.6% year/year to $52.7 mln vs the $53.5 mln consensus.
4:50PM Epicor Software reports, guides below consensus (EPIC) 16.00 -0.80: Reports Q4 (Dec) earnings of $0.13 per share, in line with First Call consensus of $0.13, $0.01 worse than the Reuters Research consensus of $0.14; revenues rose 20.2% year/year to $44.1 mln vs the $42.4 mln consensus. Company sees Q1 EPS of $0.10 vs Reuters consensus of $0.13 on revenues of $40-41 mln, consensus $47.6 mln.
4:49PM Polycom beats by $0.02, ex items (PLCM) 22.12 +0.44: Reports Q4 (Dec) pro forma earnings of $0.17 per share, excluding charges, $0.02 better than the Reuters Research consensus of $0.15; revenues rose 25.6% year/year to $118.3 mln vs the $115.3 mln consensus.
4:48PM Renaissance Learning beats by $0.02; declares dividend (RLRN) 26.53 -0.78: Reports Q4 (Dec) earnings of $0.25 per share, $0.02 better than the Reuters Research consensus of $0.23; revenues rose 1.6% year/year to $31.4 mln vs the $32.2 mln consensus. The company also announced that its Board of Directors declared a special cash dividend of $2.15 per share and its first quarterly cash dividend of $.04per share, both payable March 1, 2004 to shareholders of record as of Feb. 13, 2004.
4:46PM Affymetrix beats by $0.02; guides Y04 revs above consensus (AFFX) 27.13 -1.36: Reports Q4 (Dec) earnings of $0.26 per share, $0.02 better than the Reuters Research consensus of $0.24; revenues rose 22.4% year/year to $85.3 mln vs the $87.3 mln consensus. Co sees Y04 (Dec) revenues of approx $345-350 mln, Reuters consensus is $340 mln.
4:46PM Nautilus Grp reports in-line Q4 EPS, guides Q1 EPS below consensus (NLS) 15.83 -0.82: Reports Q4 (Dec) earnings of $0.28 per share, in line with the Reuters Research consensus of $0.28; revenues fell 1.7% year/year to $152.8 mln vs the $121.1 mln consensus. Co expects Q1 EPS of $0.18-$0.20 on $120-$130 mln in sales, vs consensus of $0.26 and $117.4 mln.
4:45PM Extreme Networks registers 2.58 mln shares for sale by Avaya (EXTR) 9.21 +0.31: The selling stockholder acquired the warrant for which the shares of common stock are exercisable in connection with a Joint Development Agreement and Strategic Distribution Agreement in October 2003. These shares are being registered pursuant to the terms of that transaction.
4:44PM Axcelis Tech reports in-line (ACLS) 10.93 -0.51: Reports Q4 (Dec) earnings of $0.03 per share, in line with the Reuters Research consensus of $0.03; revenues rose 46.4% year/year to $95.9 mln vs the $91.9 mln consensus. Note, there was a small restructuring charge in Q4, but it was not large enough to affect the $0.03 result. For Q1, co expects net revenue (excluding SEN) of $120-$127 mln and EPS of $0.07-$0.10. Note, it's unclear if comparable to consensus of $97.8 mln and $0.06.
4:44PM PerkinElmer beats, guides Y04 higher (PKI) 21.00 +0.94: Reports Q4 (Dec) earnings of $0.24 per share, $0.02 better than the Reuters Research consensus of $0.22; revenues rose 5.6% year/year to $432.6 mln vs the $409.1 mln consensus. Company sees Q1 EPS of $0.10-0.14, ex a $0.04 charge, vs consensus of $0.13; for Y04 sees $0.77-0.82, consensus $0.76.
4:44PM Sierra Wireless beats by $0.06, ex items, guides Q1 revs above consensus (SWIR) 22.48 -0.65: Reports Q4 (Dec) net earnings of $0.12 per share, excluding integration costs, $0.06 better than the Reuters Research consensus of $0.06; revenues rose 53.1% year/year to $34.6 mln vs the $31.6 mln consensus. Co also guides Q1, sees EPS of approx $0.06, vs the R.R. consensus of $0.06, and revenues of $35.0-37.0 mln, vs an estimate of $29.8 mln.
4:43PM OSI Pharma reports Q1, says 'not optimistic' on pre-clinical Aptosyn model (OSIP) 35.54 -0.32: Co reports a Q1 loss of $1.03 a share (Reuters Research consensus $0.95), vs a yr-ago loss of $0.83. Revs rose 155% to $11.4 mln (consensus $11.6 mln). Based on the absence of clinical data in NSCLC and the lack of potency exhibited by Aptosyn in pre-clinical model systems, the Company is not optimistic of a positive outcome for the preliminary survival endpoint in this study.
4:41PM DoubleClick beats by a penny, guides in line for Q1 (DCLK) 10.33 -0.21: Reports Q4 (Dec) GAAP earnings of $0.03 per share, which includes a $5.4 charge and a $1.3 mln favorable tax gain, $0.01 better than the Reuters Research consensus of $0.02; revenues rose 10.1% year/year to $72.9 mln vs the $70.2 mln consensus. Co expects Q1 (Mar) GAAP EPS of $0.03-0.06 and revenues between $68-72 mln, Reuters consensus is $0.05 and $67 mln, respectively. Y04 (Dec) GAAP EPS is expected to be in the range of $0.27-0.32 and revenues of $290-310 mln, Reuters consensus is $0.28 and $293 mln, respectively.
4:40PM Concur Tech beats by a penny, revs light; issues guidance (CNQR) 9.22 -0.69: Reports Q1 (Dec) earnings of $0.02 per share, $0.01 better than the Reuters Research consensus of $0.01; revenues fell 8.2% year/year to $13.4 mln vs the $13.8 mln consensus. Co expects Q2 EPS of ($0.03)-$0.02 on $13-$14.5 mln in sales, vs consensus of $0.03 and $14.7 mln; co expects FY04 pro forma EPS of $0.08-$0.23, vs consensus of $0.15; co expects FY05 pro forma EPS of $0.28-$0.43, vs consensus of $0.33.
4:39PM OSI Systems beats by a penny; increases Y04 revenue guidance (OSIS) 21.00 -0.89: Reports Q2 (Dec) earnings of $0.20 per share, $0.01 better than the Reuters Research consensus of $0.19; revenues rose 17.0% year/year to $51.1 mln vs the $48.42 mln First Call consensus. Company sees Y04 revs of approx $200 mln vs the Reuters Research consensus of $187.9 mln.
4:36PM Alliance Data beats by $0.06, ex items, guides Q1 & Y04 above consensus (ADS) 27.20 +0.24: Reports Q4 (Dec) cash earnings of $0.30 per share, $0.06 better than the Reuters Research consensus of $0.24; revenues rose 26.6% year/year to $298.3 mln vs the $270.0 mln consensus. Co also guides, sees Q1 EPS of $0.27-0.28, vs the R.R. consensus of $0.24, and Y04 EPS of $1.18-1.19, vs the consensus of $1.06.
4:35PM Starbucks reports a 12% increase in Jan comps (SBUX) 35.46 -0.22:
4:35PM Conexant reports in line, guides (CNXT) 6.89 +0.17: Reports Q1 (Dec) earnings of $0.04 per share, in line with the Reuters Research consensus of $0.04; revenues rose 23.0% year/year to $177.3 mln vs the $173.8 mln consensus. Company calls for Q1 revenue decline of 3-5%, not clear if it is referring to sequential or yr/yr decline.
4:33PM Websense reports in line (WBSN) 27.43 -1.35: Reports Q4 (Dec) earnings of $0.19 per diluted share, in line with the Reuters Research consensus of $0.19; revenues rose 30.5% year/year to $22.7 mln vs the $22.4 mln consensus.
4:32PM Amkor beats by $0.03, guides higher (AMKR) 20.62 +0.83: Reports Q4 (Dec) earnings of $0.13 per share, $0.03 better than the Reuters Research consensus of $0.10; revenues rose 23.0% year/year to $458.9 mln vs the $453.3 mln consensus. The co is guiding sequental revenue growth in Q1 of 2% to 4% and net income in the range of $0.08 to $0.11 cents per diluted share, which is higher than R.R. consensus estimates of $436.9 mln and earnings of $0.07 per share.
4:32PM DCLK prelim GAAP $0.03, includes $3.1 mln in charges :
4:31PM WellPoint Health beats by a penny (WLP) 101.3 +0.41: Reports Q4 (Dec) earnings of $1.73 per share, $0.01 better than the Reuters Research consensus of $1.72; revenues rose 20.7% year/year to $5.53 bln vs the $5.53 bln consensus.
4:30PM Accredited Home Lenders beats EPS consensus, beats on revs (LEND) 35.47 -2.73: Reports Q4 (Dec) earnings of $1.41 per share, $0.08 better than the Reuters Research consensus of $1.33 and $0.02 better than First Call consensus of $1.39; revenues rose 115.7% year/year to $131.6 mln vs the $95.6 mln consensus (one analyst on revenue coverage).
4:29PM Overstock.com beats by a nickel (OSTK) 20.80 +0.23: Reports Q4 (Dec) GAAP loss of $0.19 per share, $0.05 better than the Reuters Research consensus of ($0.24); GAAP total revenues rose 196.9% year/year to $123.2 mln vs the $105.3 mln consensus. Co also says that its COO is "no longer with the company."
4:29PM SigmaTel files for follow-on offering of 7.7 mln shares (SGTL) 27.42 -0.56: -- Update -- Co also reported Q4 results, see InPlay 16:07 ET.
4:28PM TTM Tech beats, guides Q1 above consensus (TTMI) 18.30 -0.20: Reports Q4 (Dec) earnings of $0.11 per share, including a pre-tax restructuring charge of $446,000 to write down assets held for sale and a $411,000 extraordinary gain for purchase accounting adjustments related to ACI, $0.01 better than the Reuters Research consensus of $0.10; revenues rose 153.7% year/year to $54.3 mln vs the $52.3 mln consensus. Co also guides Q1, sees EPS of $0.12-0.14, vs the R.R. consensus of $0.11, and revenues of $55-57 mln, vs an estimate of $53.7 mln.
4:26PM Cadence Design beats by a penny, pro forma; guides Q1 below consensus (CDN) 18.31 -0.27: Reports Q4 (Dec) earnings of $0.24 per share, pro forma, $0.01 better than the Reuters Research consensus of $0.23; revenues rose 12.4% year/year to $307.6 mln vs the $296.8 mln consensus. Company sees Q1 EPS on a Pro forma basis of $0.08-0.10 vs the R.R. consensus of $0.16 on Revs $260-270 mln vs the $277.7 mln consensus.
4:26PM LEND prelim $1.41, 8 cents ahead :
4:26PM Leggett & Platt beats by $0.07 (LEG) 21.70 -0.49: Reports Q4 (Dec) earnings of $0.30 per share, $0.07 better than the Reuters Research consensus of $0.23; revenues rose 12.7% year/year to $1.14 bln vs the $1.05 bln consensus. Co sees Q1 revenue of approx $1.14 bln and EPS of $0.26- $0.31 vs consensus of $1.09 bln and $0.28.
4:24PM Sierra Health Srvs beats by $0.04, ex items, misses on revs (SIE) 27.44 -0.61: Reports Q4 (Dec) earnings of $0.80 per diluted share, excluding discontinued operations, $0.04 better than the Reuters Research consensus of $0.76; revenues rose 14.2% year/year to $373.4 mln vs the $392.2 mln consensus.
4:23PM Photon Dynamics beats Q1 consensus, beats on revs; guides for Q1 (PHTN) 41.00 +1.37: Co is reporting Q1 (Dec) earnings of $0.06 per share, which includes numerous charge . It is not clear which charges the analysts had accounted for but regardless PHTN did beat the Reuters Research consensus of $0.00; revenues rose 27.9% year/year to $24.5 mln vs the $22.6 mln consensus. Co sees for Q2 (Mar) revenues to be relatively flat compared to Q1 ($24.5 mln), Reuters consensus is $25.3 mln and GAAP EPS in the range of $0.05-0.13.
4:23PM Group 1 Software reports, guides (GSOF) 14.25 +0.02: Reports Q3 (Dec) earnings of $0.06 per share, which includes charges and is not comparable to Reuters Research consensus of $0.12; revenues rose 17.2% year/year to $31.3 mln vs the $35.1 mln consensus. In touch with Reuters for comparable actual. Company sees Q4 revenues of $34-36 mln, Reuters consensus is $37.9 mln, First Call consensus is $30.7 mln.
4:23PM Varian Medical beats by 4 cents, announces 3 mln share buyback (VAR) 79.32 +0.26: Reports Q1 (Dec) earnings of $0.41 per share, $0.04 better than the Reuters Research consensus of $0.37; revenues rose 29.2% year/year to $267.0 mln vs the $240.4 mln consensus. "Considering the higher than expected growth during Q1, we now believe that total company sales for Q2 and full fiscal year will increase in the mid-teens over their respective totals in FY03... Earnings per diluted share for Q2 and FY04 should rise by about 20% over their respective totals in FY03." Co announces that its board has authorized the repurchase of another 3 mln shares through Aug 31, 2005.
4:22PM AMKR prelim $0.13, 3 cents ahead :
4:20PM Wrigley misses by $0.04 (WWY) 57.20 -0.70: Reports Q4 (Dec) earnings of $0.49 per diluted share, $0.04 worse than the Reuters Research consensus of $0.53; net revenues rose 11.1% year/year to $821.2 mln vs the $815.2 mln consensus.
4:18PM SeeBeyond beats by a penny (SBYN) 5.17 -0.02: Reports Q4 (Dec) adjusted earnings of $0.01 per share, $0.01 better than the Reuters Research consensus of $0.00; revenues rose 0.7% year/year to $40.8 mln vs the $40.4 mln consensus.
4:17PM VRTS plunges 4.4 pts in after hours :
4:16PM OPNET reports in line, guides Q4 revs higher (OPNT) 19.32 -0.32: Reports Q3 (Dec) earnings of $0.08 per share, in line with First Call consensus of $0.08, $0.01 worse than the Reuters Research consensus of $0.09; revenues rose 22.0% year/year to $14.4 mln vs the $13.8 mln consensus. Company sees Q1 EPS of $0.07-0.09 vs consensus of $0.09 on revenues of $15-15.5 mln, consensus $14.25 mln.
4:16PM Alexion Pharma says Phase IIb rheumatoid arthritis trial shows significance in one of two arms of trial (ALXN) 18.52 -0.62: Co announces preliminary results of its Phase IIb study of eculizumab in rheumatoid arthritis patients. The primary efficacy endpoint of the trial was the improvement in ACR20 score after a six month treatment period. Results of the current trial indicate that the primary endpoint was achieved with statistical significance in one of the two drug treatment arms, the monthly dosing arm.
4:15PM Veritas Software reports in-line EPS, guides Q1 EPS below consensus (VRTS) 36.47 -0.64: Reports Q4 (Dec) GAAP earnings of $0.24 per share, in line with the Reuters Research consensus of $0.24; revenues rose 26.4% year/year to $512.9 mln vs the $495.0 mln consensus; license revs were 309.0 mln, vs Briefing consensus of $324 mln. Co sees Q1 GAAP EPS of $0.17-$0.20 on $455-$470 mln in sales, vs consensus of $0.21 and $469.4 mln.
4:15PM Ask Jeeves beats by $0.03; guides Q1 and 2004 higher (ASKJ) 22.05 -1.07: Reports Q4 (Dec) earnings of $0.14 per share, ex-items, $0.03 better than the Reuters Research consensus of $0.11; revenues rose 57.8% year/year to $31.8 mln vs the $30.9 mln consensus. Co expects Q1 revs and pro forma EPS of $35 mln and $0.16 vs consensus of $32.9 mln and $0.12. For full year, co sees revs and pro forma EPS of $142 mln and $0.60 vs consensus of $140 mln and $0.56.
4:15PM PHTN prelim $0.05 vs $0.00 consensus; revs $24.5 mln vs $22.6 mln consensus :
4:15PM Foundry Ntwks beats by $0.01 (FDRY) 31.58 -0.05: Reports Q4 (Dec) earnings of $0.17 per share, $0.01 better than the Reuters Research consensus of $0.16; revenues rose 28.1% year/year to $111.1 mln vs the $108.5 mln consensus.
4:14PM Digital River beats by $0.03, ex items; guides Q1 below consensus (DRIV) 25.44 +0.06: Reports Q4 (Dec) earnings of $0.20 per share, $0.03 better than the Reuters Research consensus of $0.17; revenues rose 26.0% year/year to $27.1 mln vs the $26.2 mln consensus. Company sees Q1 EPS of $0.20 vs R.R. consensus of $0.21 on revs $27.5 mln vs consensus of $29.52 mln. For Y04 Revs of $120 mln and EPS of $0.89 vs the $120.27 mln & $0.82 consensus respectively. All guidance is on a pro forma basis.
4:13PM ACLARA BioSci announces eTag access pact with Pfizer (ACLA) :
4:12PM Internet Security reports in line, ex items, beats on revs; guides above Q1 & Y04 consensus (ISSX) 19.15 +1.40: Reports Q4 (Dec) earnings of $0.14 per share, excludes a $2.2 impairment charge and a $1.9 mln severance charge, in line with the Reuters Research consensus of $0.14; revenues rose 6.4% year/year to $67.1 mln vs the $64.4 mln consensus. Co sees Q1 (Mar) EPS of $0.13-0.14, ex items, Reuters consensus is $0.13 and Y04 (Dec) EPS of $0.60-0.67, ex items, Reuters consensus is $0.60.
4:11PM Intersil reports EPS in line, revs slightly light, guides Q1 (ISIL) : Reports Q4 (Dec) earnings of $0.18 per share, in line with the Reuters Research consensus of $0.18; revenues rose 8.4% year/year to $136.1 mln vs the $136.9 mln consensus. Company sees Q1 EPS of $0.18-0.19 vs consensus of $0.18 on revs of $136-138 mln, consensus $135.15 mln.
4:10PM ASKJ prelim $0.14, 3 cents ahead :
4:10PM VRTS prelim $0.25, penny ahead; revs $513 mln vs $495 mln consensus :
4:10PM LSI Logic beats by $0.02, ex items, guides Q1 in line (LSI) 10.67 +0.17: Reports Q4 (Dec) earnings of $0.06 per share, $0.02 better than the Reuters Research consensus of $0.04; revenues fell 3.5% year/year to $462.9 mln vs the $454.2 mln consensus. Co also guides Q1, sees EPS of $0.03-0.05, vs the R.R. consensus of $0.03, and revenues of $445-455 mln, vs an estimate of $436.2 mln.
4:09PM Chiron reports in-line Q4 EPS (CHIR) 51.25 +0.36: Reports Q4 (Dec) earnings of $0.29 per share, in line with the Reuters Research consensus of $0.29; total revenues rose 55.7% year/year to $554.6 mln vs the $480.4 mln consensus (may not be comparable).
4:08PM ISIL prelim $0.18, in line; revs $136.1 mln vs $136.9 mln consensus :
4:08PM JDS Uniphase beats by a penny, ex items; guides Q3 EPS in line (JDSU) : Reports Q2 (Dec) loss of $0.01 per share, ex items, $0.01 better than the Reuters Research consensus of ($0.02); revenues fell 2.6% year/year to $152.6 mln vs the $146.1 mln consensus. Company sees Q3 EPS loss of $0.01 vs the R.R. consensus loss of $0.01.
4:07PM SigmaTel beats by $0.05; guides Q1 above consensus (SGTL) 27.39 -0.59: Reports Q4 (Dec) non-GAAP, pro forma earnings of $0.24 per share, $0.05 better than the Reuters Research consensus of $0.19; revenues rose 193.0% year/year to $35.0 mln vs the $32.3 mln consensus... For Q1, co sees revs and pro forma EPS of $27.5-$29.5 mln and $0.14-$0.16 vs consensus of $26.5 mln and $0.12, respectively.
4:07PM Activision beats, guides higher (ATVI) 17.99 +0.03: Reports Q3 (Dec) earnings of $0.79 per share, $0.10 better than the Reuters Research consensus of $0.69; revenues rose 34.3% year/year to $508.5 mln vs the $482.7 mln consensus. Company raises Q4 EPS guidance to loss of $0.02 vs consensus loss of $0.05 on revs of $125 mln, consensus $118 mln. ATVI sees Y05 EPS of $0.90, consensus $0.85.
4:05PM Varian reports in line, beat on revs; guides below Q2 and Y04 consensus (VARI) 43.77 -1.48: Reports Q1 (Dec) earnings of $0.40 per share, in line with the Reuters Research consensus of $0.40; revenues rose 8.6% year/year to $212.5 mln vs the $208.3 mln consensus. Co sees Q2 (Mar) EPS guidance is $0.36-0.40 and Y04 (Sep) EPS of $1.60-1.74, Reuters consensus is $0.45 and $1.85, respectively.
4:05PM JDSU prelim -$0.01, penny ahead :
4:03PM Monolithic misses consensus by $0.05, (MOSY) 7.94 -0.01: Reports Q4 (Dec) loss of $0.01 per share, $0.05 worse than the Reuters Research consensus of $0.04; revenues fell 57.3% year/year to $3.4 mln vs the $5.6 mln consensus.
4:02PM QSFT prelim $0.12, 3 cents ahead :
4:02PM Quest Software beats by $0.07, ex items, guides Q1 in line, Y04 above consensus (QSFT) 16.79 +0.39: Reports Q4 (Dec) non-GAAP, pro forma earnings of $0.16 per share, $0.07 better than the Reuters Research consensus of $0.09; revenues rose 25.0% year/year to $89.0 mln vs the $78.7 mln consensus. Co reports license revenues of $54.3 mln vs street expectations of $44-45 mln. Co also guides Q104, sees EPS of $0.07-0.09, vs the R.R. consensus of $0.07, and revenues of $77-79 mln, vs an estimate of $77 mln; sees Y04 pro forma EPS of $0.37-0.40, vs the R.R. consensus of $0.36, and revenues of $330-340 mln vs an estimate of $327 mln.
4:02PM MatrixOne beats by $0.01 (MONE) 7.40 -0.31: Reports Q2 (Dec) pro forma loss of $0.07 per share, $0.01 better than the Reuters Research consensus of ($0.08); revenues fell 3.9% year/year to $26.9 mln vs the $25.2 mln consensus.
5:53PM STMicroelectronics reports in line, guides Q1 revs higher (STM) 28.29 -0.23: Reports Q4 (Dec) earnings of $0.16 per share, in line with the Reuters Research consensus of $0.16; revenues rose 18.3% year/year to $2.11 bln vs the $1.97 bln consensus. Company sees Q1 revenues of $2.0-2.1 bln, consensus $1.89 bln.
5:52PM Internet Security earnings update (ISSX) 17.75: -- Update -- We are still waiting to hear back from Reuters Research, but it appears that non-GAAP EPS of $0.11 actually included additional charges that reduced EPS by $0.05, which would bring earnings to $0.16 per share vs consensus of $0.14.
5:49PM GLK prelim, ex items $0.01 26.75 +0.11:
5:44PM Rayonier Inc reports for Q4, beat on revs (RYN) 41.26 -1.70: Reports Q4 (Dec) earnings of $0.04 per share, results were not effected by one time charges, in line with the Reuters Research consensus of $0.04 and $0.03 worse than First Call consensus of $0.07; revenues fell 5.2% year/year to $271.5 mln vs the $243 mln consensus.
5:30PM ArvinMeritor announces the resignation of Pres and COO (ARM) 23.00 -2.16: ARM announced that Terry O'Rourke is resigning from his position as Pres and COO, as well as from the Board of Directors, to pursue opportunities outside of the company. The COO position will be eliminated. Plans for the a President were not mentioned in the press release.
5:23PM Nanogen issued patent for Biologic Electrode Arrays 12.50 -0.82:
5:22PM PSS World Med beats by $0.02 (PSSI) 12.59 -0.05: Reports Q3 (Dec) earnings of $0.12 per share, $0.02 better than the Reuters Research consensus of $0.10; revenues rose 13.2% year/year to $344.3 mln vs the $333.9 mln consensus. Co has set an EPS goal for fiscal 2005 (Mar 05) of $0.51 - $0.55 vs consensus of $0.53.
5:21PM Bone Care Intl beats by 2 cents, issues guidance (BCII) 16.00 +0.55: Co reports Q2 EPS of ($0.03), $0.02 better than consensus of ($0.05); product revs were $9.1 mln, vs consensus of $9.1 mln. Co raises the lower end of its sales guidance and now expects FY04 (June) product sales to be $38-$40 mln (consensus $39.0 mln) and reiterates its target to achieve profitability in Q4 of FY04.
5:20PM Ariba earnings update (ARBA) 3.38 +0.01: -- Update -- Reuters Research is telling us ARBA reports net of breakeven, or $0.00, excluding the one-time gain.
5:09PM Quest Software to acquire Aelita Software for $115 mln (QSFT) 16.77 +0.37: -- Update -- Co announces a definitive agreement to acquire privately-held Aelita Software in a transaction valued at approx $115 mln. Aelita provides systems management products that improve the productivity, system availability, and security of Microsoft Active Directory and Microsoft Exchange environments. QSFT expects the transaction to be neutral to fully diluted EPS within 12 months of closing.
5:09PM Pulte Homes beats by $0.07 (PHM) 43.71 -1.45: Reports Q4 (Dec) earnings of $1.95 per share, $0.07 better than the Reuters Research consensus of $1.88; revenues rose 23.2% year/year to $3.14 bln vs the $2.99 bln consensus.
5:06PM Veritas Software earnings update (VRTS) 36.47 -0.64: -- Update -- Reuters is telling us that, excluding special charges, VRTS earned $0.25 vs consensus of $0.24
4:58PM Hartford Financial beats, raises guidance (HIG) 63.27 -0.50: Reports Q4 (Dec) operating earnings of $1.52 per share, $0.07 better than the Reuters Research consensus of $1.45. Company raises Y04 EPS guidance from previous guidance of $5.70-6.00 to $5.80-6.10, consensus is $5.88.
4:57PM SpectraLink reports, misses on revs (SLNK) 21.71 -0.93: Reports Q4 (Dec) earnings of $0.13 per diluted share, $0.01 worse than the Reuters Research consensus of $0.14 and in line with the First Call consensus of $0.13; revenues rose 20.6% year/year to $19.9 mln vs the $20.04 mln consensus.
4:57PM OSI Pharm misses by $0.08 (OSIP) 35.54 -0.32: Reports Q1 (Dec) loss of $1.03 per share, $0.08 worse than the Reuters Research consensus of ($0.95); revenues rose 154.8% year/year to $11.4 mln vs the $11.6 mln consensus.
4:53PM Group 1 Software (GSOF) 14.25 +0.02: -- Update -- Reuters Research is telling us that the comparable actual is $0.09 which compares to the consensus of $0.12.
4:53PM C.R. Bard beats by $0.05, ex items (BCR) 88.15 -1.04: Reports Q4 (Dec) earnings of $1.06 per share, excluding charges of $0.67, $0.05 better than the Reuters Research consensus of $1.01; revenues rose 14.9% year/year to $381.2 mln vs the $370.3 mln consensus.
4:52PM TALX Corp reports in-line results, reaffirms (TALX) 23.35 +0.74: Reports Q3 (Dec) earnings of $0.18 per share, in line with the Reuters Research consensus of $0.18 (EPS includes a $0.03 charge, may not be comparable); revenues rose 0.7% year/year to $29.4 mln vs the $29.4 mln consensus. Co reaffirms FY04 guidance of $0.87-$0.92 in EPS on $122-$125 mln in sales, vs consensus of $0.88 and $124.7 mln.
4:51PM CYTYC Corp reports in line (CYTC) 14.24 -0.15: Reports Q4 (Dec) earnings of $0.17 per diluted share, in line with the Reuters Research consensus of $0.17; net revenues rose 17.4% year/year to $78.3 mln vs the $78.4 mln consensus.
4:51PM Ariba reports in-line with last week's guidance (ARBA) 3.37 -0.22: Reports Q1 (Dec) earnings of $0.02 per share, $0.01 better than the Reuters Research consensus of $0.01, but in-line with co guidance of $0.02 provided Jan 23; revenues fell 14.6% year/year to $52.7 mln vs the $53.5 mln consensus.
4:50PM Epicor Software reports, guides below consensus (EPIC) 16.00 -0.80: Reports Q4 (Dec) earnings of $0.13 per share, in line with First Call consensus of $0.13, $0.01 worse than the Reuters Research consensus of $0.14; revenues rose 20.2% year/year to $44.1 mln vs the $42.4 mln consensus. Company sees Q1 EPS of $0.10 vs Reuters consensus of $0.13 on revenues of $40-41 mln, consensus $47.6 mln.
4:49PM Polycom beats by $0.02, ex items (PLCM) 22.12 +0.44: Reports Q4 (Dec) pro forma earnings of $0.17 per share, excluding charges, $0.02 better than the Reuters Research consensus of $0.15; revenues rose 25.6% year/year to $118.3 mln vs the $115.3 mln consensus.
4:48PM Renaissance Learning beats by $0.02; declares dividend (RLRN) 26.53 -0.78: Reports Q4 (Dec) earnings of $0.25 per share, $0.02 better than the Reuters Research consensus of $0.23; revenues rose 1.6% year/year to $31.4 mln vs the $32.2 mln consensus. The company also announced that its Board of Directors declared a special cash dividend of $2.15 per share and its first quarterly cash dividend of $.04per share, both payable March 1, 2004 to shareholders of record as of Feb. 13, 2004.
4:46PM Affymetrix beats by $0.02; guides Y04 revs above consensus (AFFX) 27.13 -1.36: Reports Q4 (Dec) earnings of $0.26 per share, $0.02 better than the Reuters Research consensus of $0.24; revenues rose 22.4% year/year to $85.3 mln vs the $87.3 mln consensus. Co sees Y04 (Dec) revenues of approx $345-350 mln, Reuters consensus is $340 mln.
4:46PM Nautilus Grp reports in-line Q4 EPS, guides Q1 EPS below consensus (NLS) 15.83 -0.82: Reports Q4 (Dec) earnings of $0.28 per share, in line with the Reuters Research consensus of $0.28; revenues fell 1.7% year/year to $152.8 mln vs the $121.1 mln consensus. Co expects Q1 EPS of $0.18-$0.20 on $120-$130 mln in sales, vs consensus of $0.26 and $117.4 mln.
4:45PM Extreme Networks registers 2.58 mln shares for sale by Avaya (EXTR) 9.21 +0.31: The selling stockholder acquired the warrant for which the shares of common stock are exercisable in connection with a Joint Development Agreement and Strategic Distribution Agreement in October 2003. These shares are being registered pursuant to the terms of that transaction.
4:44PM Axcelis Tech reports in-line (ACLS) 10.93 -0.51: Reports Q4 (Dec) earnings of $0.03 per share, in line with the Reuters Research consensus of $0.03; revenues rose 46.4% year/year to $95.9 mln vs the $91.9 mln consensus. Note, there was a small restructuring charge in Q4, but it was not large enough to affect the $0.03 result. For Q1, co expects net revenue (excluding SEN) of $120-$127 mln and EPS of $0.07-$0.10. Note, it's unclear if comparable to consensus of $97.8 mln and $0.06.
4:44PM PerkinElmer beats, guides Y04 higher (PKI) 21.00 +0.94: Reports Q4 (Dec) earnings of $0.24 per share, $0.02 better than the Reuters Research consensus of $0.22; revenues rose 5.6% year/year to $432.6 mln vs the $409.1 mln consensus. Company sees Q1 EPS of $0.10-0.14, ex a $0.04 charge, vs consensus of $0.13; for Y04 sees $0.77-0.82, consensus $0.76.
4:44PM Sierra Wireless beats by $0.06, ex items, guides Q1 revs above consensus (SWIR) 22.48 -0.65: Reports Q4 (Dec) net earnings of $0.12 per share, excluding integration costs, $0.06 better than the Reuters Research consensus of $0.06; revenues rose 53.1% year/year to $34.6 mln vs the $31.6 mln consensus. Co also guides Q1, sees EPS of approx $0.06, vs the R.R. consensus of $0.06, and revenues of $35.0-37.0 mln, vs an estimate of $29.8 mln.
4:43PM OSI Pharma reports Q1, says 'not optimistic' on pre-clinical Aptosyn model (OSIP) 35.54 -0.32: Co reports a Q1 loss of $1.03 a share (Reuters Research consensus $0.95), vs a yr-ago loss of $0.83. Revs rose 155% to $11.4 mln (consensus $11.6 mln). Based on the absence of clinical data in NSCLC and the lack of potency exhibited by Aptosyn in pre-clinical model systems, the Company is not optimistic of a positive outcome for the preliminary survival endpoint in this study.
4:41PM DoubleClick beats by a penny, guides in line for Q1 (DCLK) 10.33 -0.21: Reports Q4 (Dec) GAAP earnings of $0.03 per share, which includes a $5.4 charge and a $1.3 mln favorable tax gain, $0.01 better than the Reuters Research consensus of $0.02; revenues rose 10.1% year/year to $72.9 mln vs the $70.2 mln consensus. Co expects Q1 (Mar) GAAP EPS of $0.03-0.06 and revenues between $68-72 mln, Reuters consensus is $0.05 and $67 mln, respectively. Y04 (Dec) GAAP EPS is expected to be in the range of $0.27-0.32 and revenues of $290-310 mln, Reuters consensus is $0.28 and $293 mln, respectively.
4:40PM Concur Tech beats by a penny, revs light; issues guidance (CNQR) 9.22 -0.69: Reports Q1 (Dec) earnings of $0.02 per share, $0.01 better than the Reuters Research consensus of $0.01; revenues fell 8.2% year/year to $13.4 mln vs the $13.8 mln consensus. Co expects Q2 EPS of ($0.03)-$0.02 on $13-$14.5 mln in sales, vs consensus of $0.03 and $14.7 mln; co expects FY04 pro forma EPS of $0.08-$0.23, vs consensus of $0.15; co expects FY05 pro forma EPS of $0.28-$0.43, vs consensus of $0.33.
4:39PM OSI Systems beats by a penny; increases Y04 revenue guidance (OSIS) 21.00 -0.89: Reports Q2 (Dec) earnings of $0.20 per share, $0.01 better than the Reuters Research consensus of $0.19; revenues rose 17.0% year/year to $51.1 mln vs the $48.42 mln First Call consensus. Company sees Y04 revs of approx $200 mln vs the Reuters Research consensus of $187.9 mln.
4:36PM Alliance Data beats by $0.06, ex items, guides Q1 & Y04 above consensus (ADS) 27.20 +0.24: Reports Q4 (Dec) cash earnings of $0.30 per share, $0.06 better than the Reuters Research consensus of $0.24; revenues rose 26.6% year/year to $298.3 mln vs the $270.0 mln consensus. Co also guides, sees Q1 EPS of $0.27-0.28, vs the R.R. consensus of $0.24, and Y04 EPS of $1.18-1.19, vs the consensus of $1.06.
4:35PM Starbucks reports a 12% increase in Jan comps (SBUX) 35.46 -0.22:
4:35PM Conexant reports in line, guides (CNXT) 6.89 +0.17: Reports Q1 (Dec) earnings of $0.04 per share, in line with the Reuters Research consensus of $0.04; revenues rose 23.0% year/year to $177.3 mln vs the $173.8 mln consensus. Company calls for Q1 revenue decline of 3-5%, not clear if it is referring to sequential or yr/yr decline.
4:33PM Websense reports in line (WBSN) 27.43 -1.35: Reports Q4 (Dec) earnings of $0.19 per diluted share, in line with the Reuters Research consensus of $0.19; revenues rose 30.5% year/year to $22.7 mln vs the $22.4 mln consensus.
4:32PM Amkor beats by $0.03, guides higher (AMKR) 20.62 +0.83: Reports Q4 (Dec) earnings of $0.13 per share, $0.03 better than the Reuters Research consensus of $0.10; revenues rose 23.0% year/year to $458.9 mln vs the $453.3 mln consensus. The co is guiding sequental revenue growth in Q1 of 2% to 4% and net income in the range of $0.08 to $0.11 cents per diluted share, which is higher than R.R. consensus estimates of $436.9 mln and earnings of $0.07 per share.
4:32PM DCLK prelim GAAP $0.03, includes $3.1 mln in charges :
4:31PM WellPoint Health beats by a penny (WLP) 101.3 +0.41: Reports Q4 (Dec) earnings of $1.73 per share, $0.01 better than the Reuters Research consensus of $1.72; revenues rose 20.7% year/year to $5.53 bln vs the $5.53 bln consensus.
4:30PM Accredited Home Lenders beats EPS consensus, beats on revs (LEND) 35.47 -2.73: Reports Q4 (Dec) earnings of $1.41 per share, $0.08 better than the Reuters Research consensus of $1.33 and $0.02 better than First Call consensus of $1.39; revenues rose 115.7% year/year to $131.6 mln vs the $95.6 mln consensus (one analyst on revenue coverage).
4:29PM Overstock.com beats by a nickel (OSTK) 20.80 +0.23: Reports Q4 (Dec) GAAP loss of $0.19 per share, $0.05 better than the Reuters Research consensus of ($0.24); GAAP total revenues rose 196.9% year/year to $123.2 mln vs the $105.3 mln consensus. Co also says that its COO is "no longer with the company."
4:29PM SigmaTel files for follow-on offering of 7.7 mln shares (SGTL) 27.42 -0.56: -- Update -- Co also reported Q4 results, see InPlay 16:07 ET.
4:28PM TTM Tech beats, guides Q1 above consensus (TTMI) 18.30 -0.20: Reports Q4 (Dec) earnings of $0.11 per share, including a pre-tax restructuring charge of $446,000 to write down assets held for sale and a $411,000 extraordinary gain for purchase accounting adjustments related to ACI, $0.01 better than the Reuters Research consensus of $0.10; revenues rose 153.7% year/year to $54.3 mln vs the $52.3 mln consensus. Co also guides Q1, sees EPS of $0.12-0.14, vs the R.R. consensus of $0.11, and revenues of $55-57 mln, vs an estimate of $53.7 mln.
4:26PM Cadence Design beats by a penny, pro forma; guides Q1 below consensus (CDN) 18.31 -0.27: Reports Q4 (Dec) earnings of $0.24 per share, pro forma, $0.01 better than the Reuters Research consensus of $0.23; revenues rose 12.4% year/year to $307.6 mln vs the $296.8 mln consensus. Company sees Q1 EPS on a Pro forma basis of $0.08-0.10 vs the R.R. consensus of $0.16 on Revs $260-270 mln vs the $277.7 mln consensus.
4:26PM LEND prelim $1.41, 8 cents ahead :
4:26PM Leggett & Platt beats by $0.07 (LEG) 21.70 -0.49: Reports Q4 (Dec) earnings of $0.30 per share, $0.07 better than the Reuters Research consensus of $0.23; revenues rose 12.7% year/year to $1.14 bln vs the $1.05 bln consensus. Co sees Q1 revenue of approx $1.14 bln and EPS of $0.26- $0.31 vs consensus of $1.09 bln and $0.28.
4:24PM Sierra Health Srvs beats by $0.04, ex items, misses on revs (SIE) 27.44 -0.61: Reports Q4 (Dec) earnings of $0.80 per diluted share, excluding discontinued operations, $0.04 better than the Reuters Research consensus of $0.76; revenues rose 14.2% year/year to $373.4 mln vs the $392.2 mln consensus.
4:23PM Photon Dynamics beats Q1 consensus, beats on revs; guides for Q1 (PHTN) 41.00 +1.37: Co is reporting Q1 (Dec) earnings of $0.06 per share, which includes numerous charge . It is not clear which charges the analysts had accounted for but regardless PHTN did beat the Reuters Research consensus of $0.00; revenues rose 27.9% year/year to $24.5 mln vs the $22.6 mln consensus. Co sees for Q2 (Mar) revenues to be relatively flat compared to Q1 ($24.5 mln), Reuters consensus is $25.3 mln and GAAP EPS in the range of $0.05-0.13.
4:23PM Group 1 Software reports, guides (GSOF) 14.25 +0.02: Reports Q3 (Dec) earnings of $0.06 per share, which includes charges and is not comparable to Reuters Research consensus of $0.12; revenues rose 17.2% year/year to $31.3 mln vs the $35.1 mln consensus. In touch with Reuters for comparable actual. Company sees Q4 revenues of $34-36 mln, Reuters consensus is $37.9 mln, First Call consensus is $30.7 mln.
4:23PM Varian Medical beats by 4 cents, announces 3 mln share buyback (VAR) 79.32 +0.26: Reports Q1 (Dec) earnings of $0.41 per share, $0.04 better than the Reuters Research consensus of $0.37; revenues rose 29.2% year/year to $267.0 mln vs the $240.4 mln consensus. "Considering the higher than expected growth during Q1, we now believe that total company sales for Q2 and full fiscal year will increase in the mid-teens over their respective totals in FY03... Earnings per diluted share for Q2 and FY04 should rise by about 20% over their respective totals in FY03." Co announces that its board has authorized the repurchase of another 3 mln shares through Aug 31, 2005.
4:22PM AMKR prelim $0.13, 3 cents ahead :
4:20PM Wrigley misses by $0.04 (WWY) 57.20 -0.70: Reports Q4 (Dec) earnings of $0.49 per diluted share, $0.04 worse than the Reuters Research consensus of $0.53; net revenues rose 11.1% year/year to $821.2 mln vs the $815.2 mln consensus.
4:18PM SeeBeyond beats by a penny (SBYN) 5.17 -0.02: Reports Q4 (Dec) adjusted earnings of $0.01 per share, $0.01 better than the Reuters Research consensus of $0.00; revenues rose 0.7% year/year to $40.8 mln vs the $40.4 mln consensus.
4:17PM VRTS plunges 4.4 pts in after hours :
4:16PM OPNET reports in line, guides Q4 revs higher (OPNT) 19.32 -0.32: Reports Q3 (Dec) earnings of $0.08 per share, in line with First Call consensus of $0.08, $0.01 worse than the Reuters Research consensus of $0.09; revenues rose 22.0% year/year to $14.4 mln vs the $13.8 mln consensus. Company sees Q1 EPS of $0.07-0.09 vs consensus of $0.09 on revenues of $15-15.5 mln, consensus $14.25 mln.
4:16PM Alexion Pharma says Phase IIb rheumatoid arthritis trial shows significance in one of two arms of trial (ALXN) 18.52 -0.62: Co announces preliminary results of its Phase IIb study of eculizumab in rheumatoid arthritis patients. The primary efficacy endpoint of the trial was the improvement in ACR20 score after a six month treatment period. Results of the current trial indicate that the primary endpoint was achieved with statistical significance in one of the two drug treatment arms, the monthly dosing arm.
4:15PM Veritas Software reports in-line EPS, guides Q1 EPS below consensus (VRTS) 36.47 -0.64: Reports Q4 (Dec) GAAP earnings of $0.24 per share, in line with the Reuters Research consensus of $0.24; revenues rose 26.4% year/year to $512.9 mln vs the $495.0 mln consensus; license revs were 309.0 mln, vs Briefing consensus of $324 mln. Co sees Q1 GAAP EPS of $0.17-$0.20 on $455-$470 mln in sales, vs consensus of $0.21 and $469.4 mln.
4:15PM Ask Jeeves beats by $0.03; guides Q1 and 2004 higher (ASKJ) 22.05 -1.07: Reports Q4 (Dec) earnings of $0.14 per share, ex-items, $0.03 better than the Reuters Research consensus of $0.11; revenues rose 57.8% year/year to $31.8 mln vs the $30.9 mln consensus. Co expects Q1 revs and pro forma EPS of $35 mln and $0.16 vs consensus of $32.9 mln and $0.12. For full year, co sees revs and pro forma EPS of $142 mln and $0.60 vs consensus of $140 mln and $0.56.
4:15PM PHTN prelim $0.05 vs $0.00 consensus; revs $24.5 mln vs $22.6 mln consensus :
4:15PM Foundry Ntwks beats by $0.01 (FDRY) 31.58 -0.05: Reports Q4 (Dec) earnings of $0.17 per share, $0.01 better than the Reuters Research consensus of $0.16; revenues rose 28.1% year/year to $111.1 mln vs the $108.5 mln consensus.
4:14PM Digital River beats by $0.03, ex items; guides Q1 below consensus (DRIV) 25.44 +0.06: Reports Q4 (Dec) earnings of $0.20 per share, $0.03 better than the Reuters Research consensus of $0.17; revenues rose 26.0% year/year to $27.1 mln vs the $26.2 mln consensus. Company sees Q1 EPS of $0.20 vs R.R. consensus of $0.21 on revs $27.5 mln vs consensus of $29.52 mln. For Y04 Revs of $120 mln and EPS of $0.89 vs the $120.27 mln & $0.82 consensus respectively. All guidance is on a pro forma basis.
4:13PM ACLARA BioSci announces eTag access pact with Pfizer (ACLA) :
4:12PM Internet Security reports in line, ex items, beats on revs; guides above Q1 & Y04 consensus (ISSX) 19.15 +1.40: Reports Q4 (Dec) earnings of $0.14 per share, excludes a $2.2 impairment charge and a $1.9 mln severance charge, in line with the Reuters Research consensus of $0.14; revenues rose 6.4% year/year to $67.1 mln vs the $64.4 mln consensus. Co sees Q1 (Mar) EPS of $0.13-0.14, ex items, Reuters consensus is $0.13 and Y04 (Dec) EPS of $0.60-0.67, ex items, Reuters consensus is $0.60.
4:11PM Intersil reports EPS in line, revs slightly light, guides Q1 (ISIL) : Reports Q4 (Dec) earnings of $0.18 per share, in line with the Reuters Research consensus of $0.18; revenues rose 8.4% year/year to $136.1 mln vs the $136.9 mln consensus. Company sees Q1 EPS of $0.18-0.19 vs consensus of $0.18 on revs of $136-138 mln, consensus $135.15 mln.
4:10PM ASKJ prelim $0.14, 3 cents ahead :
4:10PM VRTS prelim $0.25, penny ahead; revs $513 mln vs $495 mln consensus :
4:10PM LSI Logic beats by $0.02, ex items, guides Q1 in line (LSI) 10.67 +0.17: Reports Q4 (Dec) earnings of $0.06 per share, $0.02 better than the Reuters Research consensus of $0.04; revenues fell 3.5% year/year to $462.9 mln vs the $454.2 mln consensus. Co also guides Q1, sees EPS of $0.03-0.05, vs the R.R. consensus of $0.03, and revenues of $445-455 mln, vs an estimate of $436.2 mln.
4:09PM Chiron reports in-line Q4 EPS (CHIR) 51.25 +0.36: Reports Q4 (Dec) earnings of $0.29 per share, in line with the Reuters Research consensus of $0.29; total revenues rose 55.7% year/year to $554.6 mln vs the $480.4 mln consensus (may not be comparable).
4:08PM ISIL prelim $0.18, in line; revs $136.1 mln vs $136.9 mln consensus :
4:08PM JDS Uniphase beats by a penny, ex items; guides Q3 EPS in line (JDSU) : Reports Q2 (Dec) loss of $0.01 per share, ex items, $0.01 better than the Reuters Research consensus of ($0.02); revenues fell 2.6% year/year to $152.6 mln vs the $146.1 mln consensus. Company sees Q3 EPS loss of $0.01 vs the R.R. consensus loss of $0.01.
4:07PM SigmaTel beats by $0.05; guides Q1 above consensus (SGTL) 27.39 -0.59: Reports Q4 (Dec) non-GAAP, pro forma earnings of $0.24 per share, $0.05 better than the Reuters Research consensus of $0.19; revenues rose 193.0% year/year to $35.0 mln vs the $32.3 mln consensus... For Q1, co sees revs and pro forma EPS of $27.5-$29.5 mln and $0.14-$0.16 vs consensus of $26.5 mln and $0.12, respectively.
4:07PM Activision beats, guides higher (ATVI) 17.99 +0.03: Reports Q3 (Dec) earnings of $0.79 per share, $0.10 better than the Reuters Research consensus of $0.69; revenues rose 34.3% year/year to $508.5 mln vs the $482.7 mln consensus. Company raises Q4 EPS guidance to loss of $0.02 vs consensus loss of $0.05 on revs of $125 mln, consensus $118 mln. ATVI sees Y05 EPS of $0.90, consensus $0.85.
4:05PM Varian reports in line, beat on revs; guides below Q2 and Y04 consensus (VARI) 43.77 -1.48: Reports Q1 (Dec) earnings of $0.40 per share, in line with the Reuters Research consensus of $0.40; revenues rose 8.6% year/year to $212.5 mln vs the $208.3 mln consensus. Co sees Q2 (Mar) EPS guidance is $0.36-0.40 and Y04 (Sep) EPS of $1.60-1.74, Reuters consensus is $0.45 and $1.85, respectively.
4:05PM JDSU prelim -$0.01, penny ahead :
4:03PM Monolithic misses consensus by $0.05, (MOSY) 7.94 -0.01: Reports Q4 (Dec) loss of $0.01 per share, $0.05 worse than the Reuters Research consensus of $0.04; revenues fell 57.3% year/year to $3.4 mln vs the $5.6 mln consensus.
4:02PM QSFT prelim $0.12, 3 cents ahead :
4:02PM Quest Software beats by $0.07, ex items, guides Q1 in line, Y04 above consensus (QSFT) 16.79 +0.39: Reports Q4 (Dec) non-GAAP, pro forma earnings of $0.16 per share, $0.07 better than the Reuters Research consensus of $0.09; revenues rose 25.0% year/year to $89.0 mln vs the $78.7 mln consensus. Co reports license revenues of $54.3 mln vs street expectations of $44-45 mln. Co also guides Q104, sees EPS of $0.07-0.09, vs the R.R. consensus of $0.07, and revenues of $77-79 mln, vs an estimate of $77 mln; sees Y04 pro forma EPS of $0.37-0.40, vs the R.R. consensus of $0.36, and revenues of $330-340 mln vs an estimate of $327 mln.
4:02PM MatrixOne beats by $0.01 (MONE) 7.40 -0.31: Reports Q2 (Dec) pro forma loss of $0.07 per share, $0.01 better than the Reuters Research consensus of ($0.08); revenues fell 3.9% year/year to $26.9 mln vs the $25.2 mln consensus.
