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August 8, 2014
08:32 EDTEMC, VMW, NTAP, EQIX, MSFTVMware, others could benefit from increased cloud adoption, says Pacific Crest
After conducting a survey, Pacific Crest believes that enterprise adoption of the cloud should increase significantly. The firm says the survey indicates that VMware (VMW) could have an increasing role in both core virtualization and vCloud services. As a result of what it sees as the potential for enterprises to accelerate the build outs of private clouds, Pacific Crest has an upward bias to second half estimates for VMware, Microsoft (MSFT), NetApp (NTAP), EMC (EMC), and Equinix (EQIX). The firm keeps Outperform ratings on all the stocks named.
News For VMW;MSFT;NTAP;EMC;EQIX From The Last 14 Days
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April 21, 2015
17:41 EDTVMWVMware sees FY15 CapEx $400M, FY15 buybacks over $1B
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17:26 EDTVMWVMware sees FY15 EPS $3.94-$4.02, consensus $4.00
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17:24 EDTVMWVMware sees Q2 adjusted EPS 90c-92c, consensus 92c
Sees Q2 revenue $1.58B-$1.6B, consensus $1.6B. Sees Q2 adjusted operating margin 30.25%. Guidance from company's Q1 earnings conference call. :
17:21 EDTVMWVMware sees FY15 revenue $6.57B-$6.69B, consensus $6.69B
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16:14 EDTVMWVMware down 2.2% after reporting Q1 results
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16:04 EDTVMWVMware reports Q1 license revenue $576M
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16:01 EDTVMWVMware reports Q1 EPS 86c, consensus 84c
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15:28 EDTEMCNotable companies reporting before tomorrow's open
Notable companies reporting before tomorrow's open, with earnings consensus, include Coca-Cola (KO), consensus 42c... Boeing (BA), consensus $1.81... McDonald's (MCD), consensus $1.06... EMC (EMC), consensus 36c... Abbott Laboratories (ABT), consensus 42c... Thermo Fisher Scientific (TMO), consensus $1.61... Bank of New York Mellon (BK), consensus 59c... TE Connectivity (TEL), consensus $1.01... T. Rowe Price Group (TROW), consensus $1.14... St. Jude Medical (STJ), consensus 91c... Amphenol (APH), consensus 56c... Nielsen (NLSN), consensus 47c... Citizens Financial Group (CFG), consensus 34c... Autoliv (ALV), consensus $1.31... D.R. Horton (DHI), consensus 38c... Westinghouse Air Brake Technologies (WAB), consensus 95c... Huntington Bancshares (HBAN), consensus 19c... SEI Investments (SEIC), consensus 49c... AutoNation (AN), consensus 89c... Gentex (GNTX), consensus 25c... Ryder System (R), consensus $1.00... Owens Corning (OC), consensus 13c... NuStar Energy (NS), consensus 58c... Six Flags (SIX), consensus (67c)... Tupperware Brands (TUP), consensus 98c... MarketAxess Holdings (MKTX), consensus 64c... Lithia Motors (LAD), consensus $1.22... Knight Transportation (KNX), consensus 31c... Evercore Partners (EVR), consensus 58c... Potlatch (PCH), consensus 19c... Natus Medical (BABY), consensus 29c... AZZ (AZZ), consensus 59c... United Community Banks (UCBI), consensus 29c... Sonus Networks (SONS), consensus (31c)... Angie's List (ANGI), consensus 0c... Pacific Premier Bancorp (PPBI), consensus 27c.
15:28 EDTVMWNotable companies reporting after market close
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14:39 EDTVMWVMware technical notes ahead of results
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14:34 EDTEMC, VMWEarnings Watch: EMC to report after several downgrades
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13:34 EDTMSFTEarnings Watch: Yahoo shares dropped more than 6.5% since last earnings report
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08:41 EDTVMWOptions expected to be active
Options expected to be active: UA TEVA PRGO MYL UTX QCOM VMW HOG CMG IBM VZ
07:37 EDTMSFTMad Catz Interactive extends agreement with Harmonix for Rock Band 4
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07:30 EDTMSFTMicrosoft volatility elevated into Q3 and outlook
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06:04 EDTMSFTYahoo, Microsoft add termination clause to search deal
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April 20, 2015
14:56 EDTVMWVMware volatility elevated into Q1 and revenue growth outlook
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08:25 EDTEQIXData centers,connectivity firms should be owned into results, says Pacific Crest
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05:51 EDTMSFTEU calls for 'level playing field' in telecoms market, Financial Times reports
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April 19, 2015
16:51 EDTMSFTFireEye labs detected limited APT campaign
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