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Wednesday, November 4, 2009

NetSuite Beats Street by a Penny

images-1Investors expecting NetSuite to break even on a per-share basis for its third quarter were given a pleasant surprise this afternoon when the company beat estimates by a penny.

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Cisco Tops Estimates

ciscosimpsonsAs its recent buying binge–three acquisitions in October, alone–suggests, Cisco’s business is in decent shape these days. Reporting first-quarter results after market close today, the company handily beat Wall Street estimates.

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Thursday, October 29, 2009

Motorola on the Rebound

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Wiif

supermario_ronjeremy_thumbNo doubt about it now, the Wii’s appeal is beginning to wane. Reporting first-half earnings this morning, Nintendo said it sold just 5.75 million of its flagship gaming consoles, a massive decline from the 10 million sold during the same period last year. As a result, Nintendo’s operating profit fell 52 percent to 64 billion yen, missing the company’s own forecast of 100 billion yen, as well as estimates of analysts, who were expecting 90 billion.

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Wednesday, October 28, 2009

So Much for SAP’s “Teutonic Solidity”

sap“We always said 2009 would be a tough year.” SAP CEO Léo Apotheker made that remark during the company’s third-quarter earnings call today and, sadly, SAP’s worse-than-expected performance and reduced forecast for the year would seem to bear him out.

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Tuesday, October 20, 2009

Big Apple

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Monday, October 19, 2009

Apple’s Insanely Great Quarter: 3.05  Million Macs, 7.4 million iPhones Sold

steve_moneybags_thumbApple’s September quarter saw, among other things, the release of Snow Leopard, the latest upgrade to its OS X operating system and the first public appearance of CEO Steve Jobs, who’d been on a medical leave of absence for a liver transplant. It was also the first full period since the company launched the iPhone 3GS in late June. No wonder it was a blowout quarter.

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Friday, October 16, 2009

iPhone Supply Issues Dulling Apple’s Shine?

steve_moneybags_thumbOverwhelming demand for the iPhone has made it hard for Apple to keep the device in stock globally, so much so that some observers wonder if the company’s fourth-quarter earnings might be a slight disappointment.

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Thursday, October 15, 2009

New From Google Labs: Google Plutocrat

sergeymoneydiveThe broader advertising recovery may take time, but search advertising is clearly beating a hasty path back toward normalcy. Or it is in Google’s case anyway. Reporting third-quarter results after market close Thursday, the search giant posted revenue of $5.94 billion, an increase of seven percent compared to the third quarter of 2008.

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Monday, September 14, 2009

NPD: Mac Sales Up Seven Percent, iPod Sales Down 16 Percent

steveingotApple’s September quarter is shaping up to be a good one, if the latest metrics from NPD as reported by Piper Jaffray analyst Gene Munster are any indication. According to the research outfit, Mac sales for July and August are up seven percent year-over-year.

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Thursday, August 6, 2009

Sirius XM: Cash for Clunker

siriThis week has been a good one for Sirius XM Radio. The company’s shares spiked, rising about 20 percent to 54 cents on news of the government’s expanded “Cash for Clunkers” program and the positive impact it should have on new car sales and, by extension, new Sirius subscriptions. That analysts had been predicting a second-quarter loss for the satellite radio company, along with the loss of thousands of subscribers, did little to temper enthusiasm.

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Wednesday, August 5, 2009

News Corp. Swings to Loss on “Impairment”–and, by “Impairment,” I Mean “MySpace”

303320657_ncd3k-mLooks like News Corp. was a little too optimistic when the company told investors in May that it expected a decline of around 30 percent in fiscal-year-adjusted operating income. Reporting earnings this afternoon, the publisher of The Wall Street Journal and this Web site instead posted a decline of 32.5 percent.

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Friday, July 31, 2009

Deutsche Bank Gives Palm a Hand

hamlet_preSales of the Palm Pre aren’t slowing; nor is the device suffering from unusually high return rates. And all this incessant hand-wringing over the Pre’s performance at market is needless. That’s the word from Deutsche Bank analyst Jonathan Goldberg, who says Palm’s new smartphone is doing just fine.

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Wednesday, July 29, 2009

Time Warner Earnings: The Hangover

hangover-chickenTime Warner’s second-quarter earnings beat analysts’ expectations. But that’s not saying much, really. Profits fell 34 percent to $519 million, or 43 cents a share, from $792 million, or 66 cents a share, a year earlier. Revenue was down nine percent to $6.8 billion.

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Thursday, July 23, 2009

Microsoft Misses

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About John

John Paczkowski has been poking fun at the tech industry and the personalities that drive it since 1997. From 1999 to 2007, he wrote the award-winning tech news Web log Good Morning Silicon Valley for the San Jose Mercury News, Silicon Valley's daily newspaper. Read more »

Ethics Statement

Here is a statement of my ethics and coverage policies. It is more than most of you want to know, but, in the age of suspicion of the media, I am laying it all out.

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