GOOG, first on deck, swing, and a miss - Source [7]
- GOOGLE 4Q ADJ. EPS $9.50, EST. $10.50
- GOOGLE 4Q REVENUE $10.58 BILLION, EST. $8.41
- GOOGLE 4Q COST-PER-CLICK DOWN ABOUT 8%
- GOOGLE 4Q PAID CLICKS UP ABOUT 34%
- GOOGLE 4Q TAC $2.45 BILLION
- GOOGLE 4Q CASH HOLDINGS $44.6 BILLION
- GOOGLE OWNED WEB SITES GENERATED $7.29 BILLION IN REVENUE
Beat on top line, miss on EPS - Margin Compression?
Next: MSFT - Source [8]
- MICROSOFT 2Q REV. $20.89B, EST. $20.92B
- MICROSOFT 2Q EPS. $0.78, EST. $0.76
- MICROSOFT CORP BING U.S. MARKET SHARE, AT 15.1% UP 300 BPS Y/Y
- More layoffs: Microsoft is revising operating expense guidance downward to $28.5 billion to $28.9 billion for the full year ending June 30, 2012.
Beat on bottom, miss on top
Next: IBM - Source [9]
- IBM 4Q REV. $29.49B, EST. $29.71B
- IBM 4Q OPER EPS: $4.71, EST. 4.62
- Full year 2012 Expectations: GAAP EPS of at least $14.16 and operating (non-GAAP) EPS of at least $14.85
Beat on bottom, miss on top
Next: INTC - Source [10]
- INTEL 4Q REV. $13.89B, EST. $13.72B
- INTEL 4Q EPS 64C, EST. 61C
- INTEL SEES 1Q REV. $12.8B +/- $500M, EST. $12.76B
- INTEL SEES Q1 GROSS MARGIN AT 63%
Beat on top and bottom.
GOOG -9% after hours...
[11]
and in context...back to 11/25 lows
[12]
and IBM +2% after-hours
[13]