Amanhã antes da abertura são divulgados os resultados da Nextel, uma acção pouco falada aqui, mas é a sexta com maior peso no Nasdaq 100.
Amazon.com (AMZN) 36.00 -3.47 (-8.8%)
Internet giant misses on both EPS and revenues in its Q3 (Sept) report - delivering EPS of $0.17 (consensus of $0.18) and sales of $1.46 bln (consensus of $1.47 bln); The weak report has reinforced fears about Amazon.com's strategy (volumes over margins) as highlighted by its free shipping with purchases over $25 policy; Management gives in line Q4 (Dec) sales guidance, raises the low-end of its FY04 revenues outlook, and then issues a FY05 sales range ($7.40-8.15 bln ) that is short of market expectations ($8.26 bln )
Broadcom (BRCM) 29.10 -1.37 (-4.5%)
After warning for Q3 (Sept) sales on Sept 13, communications chip company still falls short of the downwardly revised Reuters Estimates consensus figure - with revenues falling 1%; Management's outlook for Q4 (Dec) was similarly bearish - said that it expects 'a further slowdown in orders in the near term due to continuing customer inventory issues;' Projected Q4 revenues well below consensus estimates; On its call, BRCM said that its INTC processor business decreased by $40 mln and should continue to decline in Q4
Google (GOOG) 161.89 +12.51 (+8.4%)
In its first quarterly report as a publicly traded company, internet name delivers a solid - but at the same time, confusing - Q3 (Sept) report; Headline number for EPS was $0.45 (consensus of $0.56) and that caused GOOG to plunge as much as 7 points in the after hours; After backing out stock based comp expense, EPS was really $0.64; EBITDA also topped estimates at $321 mln; Mgmt declined to give guidance on the call
KLA-Tencor (KLAC) 44.35 +1.34 (+3.1%)
Chip equipment maker shows upside to the Q1 (Sept) revenue and EPS estimates in its report; Its expectations looking forward are not nearly as impressive - said that it anticipates a flat market year/year in 2005 and that Q4 (Dec) profits and revenues should come in under Street estimates; Stock, however, trades higher as the semiconductor industry's softness is not a new issue to the market; Such expectations are arguably priced into KLAC (down 22% year-to-date)
Microsoft (MSFT) 28.07 -0.49 (-1.7%)
After reducing its Q1 (Sept) targets on July 22, software giant reports an earnings increase of 7% to $0.32 per share (consensus of $0.30) and a revenues rise of 12% to $9.19 bln (consensus of $8.98 bln); Company issues weaker than expected sales guidance for Q2 (Dec), but then guides in line for FY05 (June) revenues; Ahead of its conference call, MSFT said its Windows-based server system grew faster than the overall server market; Shares slip in the after hours as Q2 guidance was soft and EPS forecasts were unclear (included expense for stock comp)
Xilinx (XLNX) 30.35 -0.02 (-0.1%)
After cutting its sales outlook in mid-Sept, programmable logic device maker turns in Q2 (Sept) EPS of $0.24 per share, a penny ahead of the market's expectation, on revenues that rose 28% to $403.3 mln; Like Altera (ALTR) before it, the company warns for its Dec quarter: sees revenues dropping 2-6% sequentially (to ~$379.1-395.2 mln) versus the Reuters Estimates of $411.7 mln; Adds that gross margins should be 64% in Q3; Stock doesn't sell off as its guidance was no worse than Altera's
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