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- Google earnings estimates cut (again); Search budgets scrutinized; Shares fall
- Google earnings estimates cut again; Search budgets scrutinized; Shares fallRecession proof and retailersThere's no such thing as recession-proof but using retail to gauge online marketing spend isn't necessarily an accurate way to determine spend.
- Discussion threads 2008-11-13
- Google earnings estimates cut (again); Search budgets scrutinized; Shares fall
- Updated: Wall Street is busy cutting its estimates for Google's fourth quarter amid multiple signs of a slowdown. However, analysts note that Google is a black box and the company could still prove to be recession resistant. But investors aren't sticking around to find out. On Monday,...
- Blog posts 2008-11-12
Additional Resources
- Intel's third quarter powered by inventory builds, back-to-school demand; Outlook bright
- Updated: Intel's third quarter earnings and revenue handily topped estimates and the company said it was "confident about our business prospects going forward." Intel added that its fourth quarter revenue would come in ahead of projections. Specifically, Intel on Tuesday reported net income of $1.9 billion, or...
- Blog posts 2009-10-13
- Prepping for an Earning Call â€" CFO/CEO must-do’s
- Several of the Enterprise Irregulars were floundering around last week trying to make sense of a SaaS vendor’s recent financial results. Several serious rounds of conversations transpired as to how these earnings numbers could be understood but I think we need to start with the process of how execs get...
- Blog posts 2009-08-18
- 5 looming questions about the Amazon-Zappos deal
- Amazon's acquisition of Zappos is notable on a few fronts. The combination is largely complementary, but there are a few questions hanging. With any luck there will be a few answers on Amazon's second quarter earnings conference call. Among the questions about Amazon's $847 million purchase of...
- Blog posts 2009-07-23
- Google moves to show YouTube has 'a very credible business model'
- Google on its second quarter earnings call went out of its way to say it was pleased with YouTube's "trajectory" and indicated that the company would make money on the video site. The motive: Combat a bevy of worries about YouTube's profit potential. YouTube monetization has become...
- Blog posts 2009-07-17
- Windows 7: Now it's an economic savior too
- Expectations for Windows 7 may be getting a bit out of hand. It's one thing to expect Windows 7 to juice a PC upgrade cycle, Microsoft's earnings and tech industry growth. It's quite another to think that Windows 7 is going to move the needle on gross...
- Blog posts 2009-06-29
- Cisco's commodity server foray likely to boost share, but at what cost?
- Cisco's move to offer high-end integrated blade servers was one thing, but there are rumblings about its latest effort to focus on lower-end rack-mount hardware. The networking giant in early June announced that it would offer rack-mount servers, a commodity market that could give Cisco more market...
- Blog posts 2009-06-29
- RIM's first quarter: What to watch
- Research in Motion delivers its first quarter results Thursday and most analysts expect strong financials, but questions remain about the company's ability to fend off rivals without sacrificing profit margins. Wall Street is expecting RIM to report earnings of 94 cents a share on revenue of $3.5...
- Blog posts 2009-06-18
- Pay Stub Pal 1.2 (Mobile)
- Pay Stub Pal allows you to track work hours, estimate your gross and net earnings, and allowing you to utilize your time effectively. Pay Stub Pal includes a time clock for staring and stopping your workday. You can also manually enter and edit your hours. Weekly totals can be emailed...
- Software downloads 2009-06-02
- Time Warner sets AOL spin-off; Separation 'best outcome'; Worth $5 billion?
- AOL will be an independent publicly traded company again as Time Warner solidified plans to spin off the ailing unit, which some analysts estimate to be worth about $5 billion. In a statement Thursday, Time Warner put more meat on its plans to spin off AOL. Executives...
- Blog posts 2009-05-28
- E-file flap dings Intuit tax revenue outlook
- Remember that flap over Intuit's decision to charge fees for multiple tax returns and its call to rescind them? We now know what the tab was. In an otherwise fine third quarter, Intuit revealed that the fee issues did put a dent in results. Intuit's consumer tax...
- Blog posts 2009-05-21
- Is an IBM purchase of Red Hat inevitable?
- Despite a bevy of questions---looming competition from Oracle, takeover rumors and a weak economy---Red Hat appears to be humming along, according to Jeffries analyst Katherine Egbert. But in the long run, Red Hat will have to be subsumed into a large company---most likely IBM. In a research...
- Blog posts 2009-05-15
- Microsoft: The four elephants in the room
- Microsoft's fiscal third quarter results will be notable on four fronts: Potential layoffs, the impact on weak PC demand, the effect of netbooks and how Windows 7 may impact the June quarter. Wall Street is expecting Microsoft to report third quarter earnings of 39 cents a share...
- Blog posts 2009-04-23
- Google first quarter earnings on deck: What to watch
- Google's first quarter is expected to be roughly in line with expectations and some analysts say Wall Street may be too pessimistic about the search giant's financial results. Google reports earnings on Thursday and as usual will be closely watched. Wall Street is expecting Google to report...
- Blog posts 2009-04-15
- Piper Jaffray upgrades Amazon on customer satisfaction; Kindle, iPhone apps
- Amazon snared an upgrade from Piper Jaffray Monday based on a customer service survey and e-commerce innovations such as the Kindle and its associated iPhone application. However, the reasoning behind the upgrade is debatable. In a research note, Piper Jaffray analyst Gene Munster acknowledged that he was...
- Blog posts 2009-03-09
- AMD's new dawn: 'Tickled pink' about GlobalFoundries deal; Challenges remain
- AMD has closed the spin-off of its manufacturing assets, received a much needed cash injection, created product lineup that is competitive and set course for a more focused future. These moves, however, come amid a sharp decline in PC and server demand. Where is AMD headed? For...
- Blog posts 2009-03-09
- Microsoft: The top 5 risks; Will it cut 2009 outlook as PC market stumbles?
- The worries about Microsoft's fiscal second quarter and fiscal 2009 are starting to pile up. While Microsoft is viewed as one of those recession resistant companies--no company is recession proof--the headwinds to the software giant's quarter are becoming clear. On Thursday, Morgan Stanley analyst Adam Holt lowered...
- Blog posts 2008-12-11
- Yahoo shareholder pushes for Microsoft search deal; Assumptions too optimistic
- Updated: Ivory Investment Management, a hedge fund that owns about 1.5 percent of Yahoo, is pushing the company to do a search deal with Microsoft, but the sticking point is valuation. Analysts say that Ivory's assumptions sound optimistic. In a letter reported earlier by CNBC, Ivory urges...
- Blog posts 2008-12-10
- SAP slapped with 'sell' rating; Pushback from customer base cited
- Societe Generale analyst Richard Nguyen hit SAP with a sell rating on Wednesday citing increased odds of a fourth quarter profit warning and signs that customers are pushing back on the software company's attempt to upsell them following a maintenance price increase. Nguyen's report--he downgraded SAP shares...
- Blog posts 2008-11-26
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