The avalanche of Big Tech earnings releases begins this week,
with names including
(NOK) all set to report.
Let's keep this short and sweet. In fact, let's stick to Twitter
rules: 140 characters max to summarize the key concerns that will
be in the minds of investors and analysts when the numbers hit on
each of these companies.
Okay, one small cheat: It's 140 characters maximum to sum up,
followed by the numbers on consensus expectations for each
company's revenue and earnings per share.
Such a stingy character count leaves no room for the really big
questions. Like, when will Americans enjoy the quality of Internet
service currently available to residents of Latvia? Google probably
will not address the future of Google Fiber in detail at this time.
Or, will the glory days return for Espoo, the Second City of
Finland? Nokia probably didn't even break even last quarter, so
it's not likely to declare its triumphant comeback yet.
But enough waffling. Here it is.
Intel, Tuesday, April 16
Intel must prove it can pivot to a mostly-mobile world. And after
the recent news on lower PC sales, that "ultrabook" tag must move
Consensus Expectations: Revenue of $12.6 billion, down 2.3% over a
year ago. Earnings per share of $0.41.
Yahoo, Tuesday, April 16
It got its second chance. Time to show real revenue growth. The old
mainstays -- display advertising and search share -- are unlikely
Consensus Expectations: Revenue of $1.1 billion, up 2% since a year
ago. Earnings per share of $0.24.
EBay, Wednesday April 17
Kudos are pouring in: Mobile execution was stellar. PayPal is
rolling in virtual dough. Global growth plan is maturing. What
could go wrong?
Consensus Expectations: Revenue of $3.76 billion, up 15%. Earnings
per share of $0.54.
IBM, Thursday, April 18
This company is all about efficiency. It is confidently expected to
keep milking that cash cow, and using the proceeds to buy back
Consensus Expectations: Revenue of $24.69 billion, up 10%. Earnings
per share of $3.05.
Google, Thursday, April 18
Advertising brings in 90% of Google's revenue. But mobile
advertising is in its infancy. Look for progress on that front.
Consensus Expectations: Revenue up 72.5% to $14.04 billion.
Earnings of $10.69 per share.
Microsoft, Thursday, April 18
There's no way back now. It's Windows 8 or nothing. Question 1: How
many licenses have been sold? Question 2: How many will sell in
Consensus Expectations: Revenue up 18.8% to $20.68 billion.
Earnings per share of $0.76.
Nokia, Thursday, April 18
What goes for Microsoft goes double for Nokia: It's Windows 8 or
nothing. Some sales numbers on Windows 8 phones would be nice.
Consensus Expectations: Revenue decline of 11%, to $8.66 billion.
Loss of $0.06 per share.
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