AFTER THE CLOSE
Chartered Semi beats by $0.02 (CHRT) 6.72 -0.13: Reports Q2 (Jun) earnings of $0.06 per ADS, $0.02 better than the Reuters Estimates consensus of $0.04; revenues rose 100.5% year/year to $255.8 mln vs the $256.4 mln consensus.
NetSolve beats by a penny, guides SepQ revs below consensus (NTSL) 9.94 -0.21:
Advent Software earnings color (ADVS) : -- Update -- Reuters Research is telling us that, excluding multiple charges, an actual of breakeven is comparable to analysts' estimates, meaning ADVS missed the $0.01 consensus... see 17:07 comment for full earnings report.
Mentor Graphics guides Q3 EPS and revenue lower (MENT) 12.92 +0.05: Expects EPS from $0.05 -$0.10 vs. Reuters Estimates consensus of $0.11. Co. expects Q3 rev. of $165 mln to $170 mln, vs. $170.89 mln consensus. MENT guides full year EPS of $0.80, in line with current estimates.
Amazon.com gives color on Q3 guidance (AMZN) 45.82 +1.06: On call says three components behind the Q3 guidance include: (1) recognition that it will continue to lower prices (2) expectation that technology and content costs will contnue to grow in absolute dollars and (3) addition of 2nd UK fulfillment center in Scotland - will have the cost of facility and people in facility, but won't have the throughput from facility until late Q3 or in Q4... AMZN -2.07 at 43.75 after hours
Omnicell reports in line (OMCL) : Reports Q2 (Jun) earnings of $0.09 per share, in line with the Reuters Estimates consensus of $0.09; revenues rose 16.3% year/year to $29.2 mln vs the $28.8 mln consensus.
Portfolio Recovery Assoc. beats by $0.04, beats on revs (PRAA) 25.90 +0.22: Reports Q2 (Jun) earnings of $0.43 per share, $0.04 better than the Reuters Estimates consensus of $0.39; revenues rose 31.3% year/year to $28.1 mln vs the $26.1 mln consensus.
RadiSys beats by $0.02, guides Q3 below consensus (RSYS) 16.48 +1.00: Reports Q2 (Jun) earnings of $0.18 per share, $0.02 better than the Reuters Estimates consensus of $0.16; revenues rose 23.3% year/year to $60.3 mln vs the $60.4 mln consensus. Company issues downside guidance for Q3 (Sep), sees EPS of revenues of $61-62 mln, vs consensus of $62.6 mln.
Integrated Device beats by $0.02 (IDTI) : Reports Q1 (Jun) non-GAAP earnings of $0.11 per share, $0.02 better than the Reuters Estimates consensus of $0.09; revenues rose 7.2% year/year to $101.3 mln vs the $102.2 mln consensus.
Helix Tech beats EPS expectation, boosts dividend, sales slightly light (HELX) 13.70 -0.88: Reports Q2 (Jun) earnings of $0.24 per share, $0.01 better than the Reuters Estimates consensus of $0.23; revenues rose 78.9% year/year to $44 mln vs the $44.3 mln consensus.
Crane beats by a penny, reaffirms guidance (CR) 28.70 -0.30: Reports Q2 (Jun) earnings of $0.52 per share, $0.01 better than the Reuters Estimates consensus of $0.51; revenues rose 18.0% year/year to $479.1 mln vs the $469.3 mln consensus. Company reaffirms guidance for Q3 (Sep), sees EPS of $0.50-0.55 vs. Reuters Estimates consensus of $0.54; co see Y04 EPS of $1.90-2.05, vs Reuters consensus $1.98.
Coca-Cola reports in line with Reuters estimate, ex items (KO) : Reports Q2 (Jun) earnings of $0.64 per share, which excludes tax benefit of $0.015 per share, in line with the Reuters Estimates consensus of $0.64; revenues rose 4.7% year/year to $5.96 bln vs the $6.1 bln consensus.
Overstock.com beats by $0.04 (OSTK) : Reports Q2 (Jun) loss of $0.13 per share, $0.04 better than the Reuters Estimates consensus of ($0.17); revenues rose 204.9% year/year to $87.8 mln vs the $77.5 mln consensus.
RSA Security beats by a penny; guides Q3 inline (RSAS) 18.64 +0.51: Reports Q2 (Jun) earnings of $0.12 per share, $0.01 better than the Reuters Estimates consensus of $0.11; revenues rose 19.2% year/year to $75.6 mln vs the $73.5 mln consensus. Co expects Q3 revs and EPS of $73-$76 mln and $0.10-$0.12 vs consensus of $75.2 mln and $0.12.
Computer Assoc beats by $0.03, ex items, guides Q3 below consensus (CA) 24.73 -0.02: Reports Q1 (Jun) non-GAAP earnings of $0.21 per share, $0.03 better than the Reuters Estimates consensus of $0.18; revenues rose 9.4% year/year to $860 mln vs the $852.6 mln consensus. Company issues downside guidance for Q2 (Sep), sees EPS of $0.15-0.17 (ex items), vs. Reuters Estimates consensus of $0.18, and revenues of $830-850 mln, vs consensus of $870.1 mln.
Cytec beats by $0.07 (CYT) : Reports Q2 (Jun) earnings of $0.78 per share, ex items, $0.07 better than the Reuters Estimates consensus of $0.71; revenues rose 12.6% year/year to $422 mln vs the $413 mln consensus.
Foundry Ntwks misses by $0.03, light on revs, guides Q3 below consensus (FDRY) 11.62 -0.42: Reports Q2 (Jun) earnings of $0.11 per share, $0.03 worse than the Reuters Estimates consensus of $0.14; revenues rose 2.2% year/year to $97.8 mln vs the $108.3 mln consensus. Company issues downside guidance for Q3 (Sep), sees EPS of $0.09-0.13, vs. Reuters Estimates consensus of $0.15, and revenues of $100-110 mln, vs consensus of $111.1 mln.
Advent Software reports Q2 results; guides in line for Q3 and Y04 (ADVS) 15.79 +0.23: Co is reporting Q2 (Jun) loss of $0.25 per share, which includes numerous charges and does not appear to be comparable to the Reuters Estimates consensus of $0.01.
Callaway Golf beats by $0.08, but guides Q3 lower (ELY) 10.59 -0.02: Reports Q2 (Jun) earnings of $0.30 per share, ex-items, $0.08 better than the Reuters Estimates consensus of $0.22; revenues rose 23.1% year/year to $297.9 mln vs the $289 mln consensus.
Kana Software misses by $0.03 (KANA) : Reports Q2 (Jun) loss of $0.22 per share, $0.03 worse than the Reuters Estimates consensus of ($0.19); revenues fell 20.7% year/year to $9.6 mln vs the $10.5 mln consensus.
Vitesse Semi reports in-line, ex items (VTSS) : Reports Q3 (Jun) earnings of $0.02 per share, ex items, in line with the Reuters Estimates consensus of $0.02; revenues rose 52.1% year/year to $60.4 mln vs the $60.5 mln consensus.
Netopia misses by a penny, ex items (NTPA) 4.31 +0.02: Reports Q3 (Jun) non-GAAP loss of $0.12 per share, $0.01 worse than the Reuters Estimates consensus of ($0.11); revenues rose 16.4% year/year to $25.6 mln vs the $25.4 mln consensus.
Vignette beats by a penny, ex items (VIGN) 1.42 +0.01: Reports Q2 (Jun) non-GAAP net of breakeven, $0.01 better than the Reuters Estimates consensus of ($0.01); revenues rose
TEKELEC beats by $0.05; guides Q3 above consensus on a GAAP basis (TKLC) : Reports Q2 (Jun) earnings of $0.14 per share, ex items, $0.05 better than the Reuters Estimates consensus of $0.09; revenues rose 52.0% year/year to $95.6 mln vs the $87.6 mln consensus.
Digital Insight reports in line, ex items, guides Q3 in line, revises Y04 outlook (DGIN) 16.63 +0.48:
TriQuint Semi reports in line, guides Q3 below consensus (TQNT) :
Mentor Graphics beats by $0.04, ex items (MENT) : Reports Q2 (Jun) earnings of $0.14 per share, ex items, $0.04 better than the Reuters Estimates consensus of $0.10; revenues rose 7.7% year/year to $169.6 mln vs the $170.2 mln consensus.
Harmonic misses by a penny, ex items (HLIT) 6.56 +0.12: .
SpectraLink reports in line (SLNK) :
California Pizza beats by $0.02, guides Q3 lower (CPKI) 21.27 -0.13:
Celestica beats Q2 EPS and sales targets, offers Q3 guidance range (CLS) 17.77 +0.47:
Autobytel reports in line, reaffirms Y04 guidance (ABTL) 7.11 +0.21:
Transmeta misses by a penny; guides Q3 revs below consensus (TMTA) 1.65 +0.09:
Sigma-Aldrich reports (SIAL) : Reports Q2 (Jun) earnings of $0.85 per share, which includes gains and may not be comparable to the Reuters Estimates consensus of $0.82; revenues rose 6.6% year/year to $348.6 mln vs the $354.1 mln consensus. Company raises Y04 outlook to $3.30-3.35, this may not be comparable to the $3.26 consensus as it reflects gains.
Amazon.com misses by a penny, ex items, guides Q3 & Y04 revs in line (AMZN) 45.82 +1.06: Reports Q2 (Jun) pro forma earnings of $0.18 per share, $0.01 worse than the Reuters Estimates consensus of $0.19; revenues rose 26.1% year/year to $1.39 bln vs the $1.43 bln consensus. Company issues in-line guidance for Q3 (Sep), sees EPS of revenues of $1.425-1.525 bln, consensus $1.45 bln; sees Y04 revenues of $6.625-6.925 bln, vs consensus of $6.81 bln.
Molecular Devices beats by a penny; guides up for Q3 and Y04 (MDCC) 20.19 +0.88:
Hutchinson beats by $0.06, ex items, misses on revs; warns for Q4; announce stock buyback (HTCH) 22.74 -0.81:
Gateway beats by $0.01; Best Buy to carry Gateway products; expects more retailers (GTW) 4.35 -0.05: Reports Q2 (Jun) loss of $0.13 per share, ex-items, $0.01 better than the Reuters Estimates consensus of ($0.14); revenues rose 4.7% year/year to $837.6 mln vs the $873.3 mln consensus. Gateway expects Q3 revs of $900-$950 mln and a non-GAAP loss of $(0.09)-$(0.07) vs consensus of $934 mln and $(0.08).
Compuware reports in-line (CPWR) : Reports Q1 (Jun) net of breakeven, in line with the Reuters Estimates consensus of ($0.00); revenues fell 6.2% year/year to $287.1 mln vs the $286 mln consensus.
DoubleClick misses by $0.01, guides below consensus (DCLK) : Reports Q2 (Jun) earnings of $0.03 per share, $0.01 worse than the Reuters Estimates consensus of $0.04; revenues rose 8.8% year/year to $69.2 mln vs the $71.9 mln consensus. Company issues downside guidance for Q3 (Sep), sees EPS of $0.02-0.05 vs. Reuters Estimates consensus of $0.08 on revenues of $76-82 mln, consensus $84.16 mln.
Armor Holdings beats by $0.06, guides up for Y04 (AH) 35.50 +0.19:
Polycom beats by a penny (PLCM) : Reports Q2 (Jun) earnings of $0.17 per share, $0.01 better than the Reuters Estimates consensus of $0.16; revenues rose 34.6% year/year to $133.8 mln vs the $127.9 mln consensus.
Avid Tech beats by $0.02 (AVID) : Reports Q2 (Jun) earnings of $0.45 per share, $0.02 better than the Reuters Estimates consensus of $0.43; revenues rose 23.5% year/year to $139.9 mln vs the $132.2 mln consensus.
Flextronics plans public offering of approx. 24 mln shares (FLEX) :
Micromuse misses by $0.02, ex items (MUSE) : Reports Q3 (Jun) earnings of $0.01 per share, ex items, $0.02 worse than the Reuters Estimates consensus of $0.03; revenues rose 5.8% year/year to $34.8 mln vs the $36.3 mln consensus.
E.piphany reports in line, ex items, guides Q3 below consensus (EPNY) 3.98 +0.08: Reports Q2 (Jun) non-GAAP loss of $0.04 per share, in line with the Reuters Estimates consensus of ($0.04); revenues fell 8.1% year/year to $20.4 mln vs the $21.2 mln consensus.
Integrated Silicon reports in line, sales more than double (ISSI) 8.48 +0.21:
Electronic Arts beats by $0.03, guides Q2 revenues above consensus (ERTS) 52.89: Reports Q1 (Jun) earnings of $0.08 per share, ex items, $0.03 better than the Reuters Estimates consensus of $0.05; revenues rose 22.4% year/year to $432 mln vs the $418.9 mln consensus. Company issues in-line guidance for Q2 (Sep), sees EPS of $0.28-0.34 vs. Reuters Estimates consensus of $0.32, revenues of $680-715 mln, consensus $627.0 mln.
Kopin reports in line, revs in line (KOPN) 4.40 +0.15: Reports Q2 (Jun) loss of $0.03 per share, in line with the Reuters Estimates consensus of ($0.03); revenues rose 18.6% year/year to $23.6 mln vs the $23.6 mln consensus.
Microsoft reports in line with Reuters consensus, misses First Call by $0.01, guides below consensus (MSFT) : Reports Q4 (Jun) earnings of $0.28 per share, excluding a $0.05 charge and a $0.02 gain, in line with the Reuters Estimates consensus of $0.28; revenues rose 15.2% year/year to $9.29 bln vs the $9 bln consensus. Company issues downside guidance for Q1 (Sep), sees EPS of $0.25 (include $0.05 expense), vs. Reuters Estimates consensus of $0.32 on revenues of $8.9-9.0 bln, consensus $8.79 bln .
Xilinx reports in line, ex items, light on revs (XLNX) 30.67 +0.17: Reports Q1 (Jun) earnings of $0.28 per share, which excludes $7.2 mln pre-tax charge, in line with the Reuters Estimates consensus of $0.28; revenues rose 35.2% year/year to $423.6 mln vs the $432.3 mln consensus.
webMethods beats by $0.02, ex items; guides Q2 in-line (WEBM) : Reports Q1 (Jun) loss of $0.18 per share, ex items, $0.02 better than the Reuters Estimates consensus of ($0.20); revenues fell 3.2% year/year to $41.8 mln vs the $40.5 mln consensus.
Tumbleweed EPS and revs light, company guides Q3 lower (TMWD) 2.90 +0.04:
Amgen beats by $0.03, ex items, guides Y04 in line (AMGN) : Reports Q2 (Jun) adjusted earnings of $0.62 per share, ex items, $0.03 better than the Reuters Estimates consensus of $0.59; revenues rose 26.6% year/year to $2.58 bln vs the $2.47 bln consensus. Company issues in-line guidance for Y04 (Dec), sees EPS of $2.30-2.40 vs. Reuters Estimates consensus of $2.40.
Packeteer misses by $0.04 (PKTR) :
VeriSign reports in-line, ex items (VRSN) : Reports Q2 (Jun) earnings of $0.15 per share, ex items, in line with the Reuters Estimates consensus of $0.15; revenues fell 8.4% year/year to $243 mln vs the $238.6 mln consensus.
Microsemi beats by a penny, ex items; guides above consensus (MSCC) : Reports Q3 (Jun) earnings of $0.10 per share, ex items, $0.01 better than the Reuters Estimates consensus of $0.09; revenues rose 26.9% year/year to $64.1 mln vs the $62.1 mln consensus.
18:32 ET After Hours Summary : Companies moving in after hours trading in reaction to earnings/guidance reports: Trading Up: ARTI +13.9%, TKLC +6.7%, PLCM +3.6%, YELL +3.4%, OSTK +3.4%, RHI +3.3%, AVID +2.8%, NLS +2.5%, HELX +2.2%, XLNX +1.9%, MSCC +1.7%, WGRD +1.6%, GTW +1.2%, KO +0.7%... Trading Down: PKTR -28.8%, KANA -19.5%, DCLK -15.9%, FDRY -14.0%, ARDI -13.9%, TMWD -11.7%, HTCH -9.4% (announces stock buyback), TMTA -9.1%, VTSS -7.7%, MTLG -6.9%, RSAS -6.9%, CLSR -6.3%, TRID -5.2%, NTY -5.2%, AMZN -4.8%, IDTI -4.8%, VRSN -4.4%, SIAL -4.3%, MENT -3.3%, KOPN -3.2%, HLIT -2.9%, TQNT -2.8%, TRDO -2.8%, ISSI -2.7%, MSFT -2.7%, ERTS -2.7%, CPWR -2.6%, AMGN -1.5%, CHRT -1.3%... Companies moving in after hours trading in reaction to news: FLEX -5.5% (announces public share offering)... Companies moving in sympathy of AMZN: FWHT -5.0%, SINA -1.9%, MAMA -1.9%.