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  • Tech Today: Apple Up 3%, Check Point Rising, Broadcom Cuts 2,500

    23 July 2014, 1:26 pm by: Tiernan Ray

    Here are some things going on today in your world of tech: Among this morning’s earnings reports, Check Point Software Technologies (CHKP) is up $1.35, or 2%, at $66.12, after delivering Q2 revenue of $362.6 million and EPS of 89 cents, beating the average…
  • EMC: Tucci Defends the ‘Federation,’ Will Meet with Elliott

    23 July 2014, 11:33 am by: Tiernan Ray

    Shares of storage titan EMC (EMC) are up 27 cents, or almost 1%, at $28.79, after the company this morning reported Q2 revenue and earnings per share that topped analysts’ expectations, raised its year profit outlook, and said it would speed up its stock…
  • Microsoft Rising: Nokia Damage Done, Street Cheers Fiscal Discipline, Cloud Progress

    23 July 2014, 9:52 am by: Tiernan Ray

    Shares of Microsoft (MSFT) are up 20 cents, or 0.4%, at $45.03, following yesterday afternoon’s report better-than-expected fiscal Q4 revenue, and despite a miss on the bottom line.  The highlight on the conference call following the report was for many the…
  • Apple Rising: Never Mind the Q, Own for the iPhone Debut, Says Street

    23 July 2014, 9:36 am by: Tiernan Ray

    Shares of Apple (AAPL) are up 69 cents, or 0.7%, at $95.41, reversing initial losses yesterday following the company’s report of fiscal Q3 results that missed analysts’ estimates for revenue but beat on the bottom line thanks to a higher-than-expected…
  • VMware: Signs of Life in Q2 NSX, vSAN Results

    22 July 2014, 6:48 pm by: Tiernan Ray

    VMware (VMW) CFO Jonathan Chadwick was kind enough to spend a few minutes this evening on the phone to discuss company’s report of better-than-expected Q2 results and in-line outlook for revenue. VMware has two more recent products that take it beyond its…
  • Apple Slips: FYQ3 Rev $37.4B Misses, EPS $1.28/Sh Beats; Q4 Rev View Light

    22 July 2014, 4:32 pm by: Tiernan Ray

    Apple (AAPL) this afternoon reported fiscal Q3 revenue that missed analysts’ expectations, earnings per share that topped consensus, and offered a Q4 revenue view that missed expectations. Revenue in the three months ended in June rose to $37.4 billion,…
  • Xilinx Drops 7%: FYQ1 Rev Misses, Q2 Rev View Misses

    22 July 2014, 4:24 pm by: Tiernan Ray

    Programmable chip maker Xilinx (XLNX) this afternoon reported fiscal Q1 revenue that missed analysts’ expectations but beat on the bottom line, and forecast results this quarter below consensus. Revenue in the three months ended in June rose to $612.6…
  • Broadcom Q2 Rev $2.04B Misses, EPS $0.65/Sh Beats

    22 July 2014, 4:07 pm by: Tiernan Ray

    Chip maker Broadcom (BRCM) this afternoon reported Q2 revenue that fell short of analysts’ expectations, but earnings per share that topped consensus. Revenue in the three months ended in June rose to $2.04 billion, yielding EPS of 65 cents. Analysts had…
  • Juniper Tumbles 11%: Q2 Rev, EPS Beat; Q3 View Light

    22 July 2014, 4:06 pm by: Tiernan Ray

    Juniper Networks (JNPR) this afternoon reported Q2 revenue and earnings per share that topped analysts’ expectations. Revenue in the three months ended in June rose to $1.23 billion, yielding EPS of 40 cents. Analysts had been modeling $1.22 billion and 38…
  • Microsoft Rising: FYQ4 Rev Beats, EPS $0.55/Sh Misses

    22 July 2014, 4:05 pm by: Tiernan Ray

    Microsoft (MSFT) this afternoon reported fiscal Q4 revenue that topped analysts’ estimates, but and earnings per share that fell short. Revenue in the three months ended in June rose to $23.38 billion, yielding EPS of 55 cents. Analysts had been modeling…
  • Electronic Arts Slips: FYQ1 Rev Beats, Surprise Profit; Q2 View In-Line

    22 July 2014, 4:03 pm by: Tiernan Ray

    Video game maker Electronic Arts (EA) this afternoon reported fiscal Q1 revenue taht topped analysts’ estimates, and delivered a surprise profit per share where the Street was expecting a loss. Revenue in the three months ended in June rose to $775…
  • VMware Rising: Q2 Beats; Q3, Year Rev Views In-Line

    22 July 2014, 4:02 pm by: Tiernan Ray

    Enterprise virtualization software maker VMware (VMW)  this afternoon reported fiscal Q4 revenue and earnings per share that topped analysts’ estimates. Revenue in the three months ended in June rose to $1.46 billion, yielding EPS of 81 cents. Analysts…
  • Apple: What Will They Say About Margins? Asks BTIG

    22 July 2014, 3:39 pm by: Tiernan Ray

    Walter Piecyk of BTIG Research this afternoon reminds readers in his latest note that he is “not big on EPS previews,” but nevertheless decides to preview what he expects from Apple‘s (AAPL) fiscal Q3 report after the bell. Piecyk thinks Apple will…
  • Apple: Beware Possible Q3 Inventory Build, Says BGC

    22 July 2014, 1:39 pm by: Tiernan Ray

    A word of caution today amidst general jubilation regarding Apple‘s (AAPL) fiscal Q3 report this afternoon comes from BGC Partners‘s Colin Gillis, who writes in a haiku that “the product refresh, may delay new sales and draw, inventory down.”…
  • Microsoft FYQ3 On Tap: Cost Cuts, Nokia Hardware in Focus

    22 July 2014, 1:29 pm by: Tiernan Ray

    Microsoft (MSFT) shares are up 10 cents at $44.93 as the company rolls toward its fiscal Q4 report this afternoon, after the closing bell. The Street is modeling revenue of $$22.99 billion and EPS of 60 cents. The Street is bracing for more insight into a…
  • Tech Today: Netflix Down 5%, TI Targets Rising, Apple’s Q Awaits

    22 July 2014, 12:32 pm by: Tiernan Ray

    Here are some things going on today in your world of tech: Shares of Netflix (NFLX) are down $23.22, or 5%, at $428.73, giving back after-hours gains, after the company yesterday afternoon reported in-line Q2 results and forecast profit this quarter below…
  • Apple FYQ3 On Tap: All Eyes on iPhone Upside

    22 July 2014, 10:34 am by: Tiernan Ray

    Shares of Apple (AAPL) are up 40 cents at $94.34, as the Street prepares for this afternoon’s fiscal Q3 report, after the closing bell. Consensus for the report stands at $38.03 billion for revenue and $1.23 in EPS. The company’s own forecast is for $36…
  • Comcast Rising on Q2 EPS Beat; Cable Broadband Shines, Says Evercore

    22 July 2014, 10:03 am by: Tiernan Ray

    Shares of Comcast (CMCSA) are up 79 cents, or 1.5%, at $54.61, after the company this morning missed analysts’ Q2 revenue estimates but beat on the bottom line, saying it saw “another excellent quarter” of cash flow growth at its NBC-Universal…
  • Verizon Q2 Beats; Wireline Grows First Time in 7 Years

    22 July 2014, 9:22 am by: Tiernan Ray

    Shares of Verizon Communications (VZ) are up 47 cents, or 0.09%, at $51.17, in early trading, after the company this morning reported Q2 revenue and earnings per share that topped analysts’ expectations, and reiterated a year profit view, and said…
  • ARM Jumps 4%: Q2 Revenue Beats, EPS In-Line; Sees Rising Backlog

    22 July 2014, 8:38 am by: Tiernan Ray

    Shares of ARM Holdings (ARMH) are up 37 pence, or 4.4%, at 871 pence in London trading after the company this morning reported Q2 revenue that topped analysts’ expectations, and earnings per share in line with consensus, and said the semiconductor market…

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