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 Send to email | Cisco Earnings Preview: Another Bomb Hidden In Conference Call? in CSCOJAVA |  By Silicon
el 06-May-2008 |
johnchambers.jpg: Paste this image in your site, Myspace, Facebook, Ebay copy this code...
 Cisco (CSCO) reports FQ3 earnings after the bell. The
conference call is scheduled for 16:30 ET. We will provide live
analysis here.
After competitor Sun Microsystems (JAVA) reported a disastrous Q1,
analysts and investors are worried that
CSCO will suffer from the same macro effects that derailed JAVA.
There's also a crucial mix issue with regard to service and product
sales. Services have been growing faster in the last few quarters, but
products have a fatter margin.
Last quarter, CEO John Chambers threw a bomb into the conference call when he said January sales had stalled and he was therefore reducing guidance for the rest of the quarter. Tonight's outlook will be equally important--for the company, the tech sector, and the market as a whole.
Key Stats
- Revenue: Consensus is $9.75 billion, up 10%. This is also the guidance figure.
- EPS: Consensus $0.36, 7% y/y
- Gross Margin: Guidance is 65%
- Operating Expenses: Guidance: 37%
- Tax Rate: Guidance: 24%
- Outlook:
- July Quarter (FQ4): $10.3 billion of revenue, $0.39 EPS
- FY09: $43.39 billion of revenue, $1.69 EPS
You can view our Cisco model here.
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| eBay (EBAY): Q1 Preview LIVE ANALYSIS AFTER CLOSE | | Ebay (EBAY) reports earnings after the close. Conference call at 2PM Pacific, 5PM Eastern. We will provide live analysis of the release and conference call after the close.
PREVIEW
eBay's stock has rallied off low on stronger-than-expected listings growth. The company's recent fee changes to its core marketplace a [..] Read complete article | | Published 16-Apr-2008 by Silicon in EBAYGMV
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| This Week in Silicon Alley (May 12-16) | | Monday, May 12
Selling Online Subscriptions Summit 2008 (through Tuesday), 8:00 a.m.-5:00 p.m.
Before the bell: Sprint (S) earnings call, 8:00 a.m., IMAX Corp (IMAX) earnings call, 8:30 a.m., Answers Corp. (ANSW) earnings call, 8:30 a.m., Charter Communications (CHTR) earnings call, 9:00 a.m.
Research in Motion (RIMM) Capital Markets D [..] Read complete article | | Published 12-May-2008 by Silicon in SSIRIXMSRCHTRHOLLVOXXSNEBTRIMMCLWRSTATSMDLKDISHIMAXGLUUSLRYHPQERTSBBITWTCANSW
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| This Week In Silicon Alley (Apr. 28-May 2) | |
Monday, April 28
Anti-Counterfeiting and Brand Protection Summit (through Wednesday)
Before the bell: Verizon (VZ) earnings call, 8:30 a.m.
After the bell: Travelzoo (TZOO) earnings call, 5:00 p.m., Microchip Technology (MCHP) earnings call, 5:00 p.m., RadioShack (RSH) earnings release.
Mobile Monday NY: Social Sear [..] Read complete article | | Published 28-Apr-2008 by Silicon in
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