First Adopter

Activision reported Q2 EPS of 6c and revenue of $683 million. Analysts were expecting EPS of 5c and revenue of $719.8 million. Q3 guidance was for EPS of 8c and revenue of $725 million; the consensus was for EPS of 12c and revenue of $912 million. For the full year guidance was for EPS [...]

Garmin reported Q2 EPS of 85c and revenue of $729 million (+9% y/y). Analysts were expecting EPS of 73c and revenue of $676.8 million. The company gave 2010 revenue guidance of $2.8-3.0 billion and EPS of $2.75-3.15. The street consensus was for revenue of $2.88 billion and EPS of $2.91.
On the conference call, [...]

Mastercard reported Q2 EPS of $3.49 and revenue of $1.37 billion (+6.7% y/y). Analysts were expecting EPS of $3.33 and revenue of $1.38 billion. Pricing contributed 4% to net revenue growth.
The company on the conference call guided to tempering top line growth in the second-half of 2010 due to tougher comparables, uncertainty on the pace [...]

VeriSign reported Q2 EPS ex-items of 24c and revenue of $169 million from continuing operations. Analysts were expecting EPS of 24c and revenue of $166.5 million.
On the conference call the company gave 2010 guidance of 8-11% naming services growth, revenue of $665-685 million, non-GAAP gross margin of 77-80%, and non-GAAP operation margin of [...]

Coinstar reported Q2 EPS of 39c and revenue of $342.4 million. Analysts were expecting EPS of 33c and revenue of $381.5 million. The revenue shortfall came from the Redbox DVD rental kiosk business, which came in at $271.9 million and 43.9% y/y growth, which was a deceleration from the 70.1% y/y growth in [...]

Press Release
-Revenue $4.08B ($4.31B est.), +18% y/y, 10.5M units shipped (11M CS est.)
-EPS 1.27 (1.28 est.), gross margin 45.7%
-4.9M net adds, 41 million subscribers, ASP $311 ($320 CS est.)
-$5.11 net cash/share
Guidance
-Q1 revenue $4.25-4.45B (4.33B est.), EPS 1.31-1.38 (1.23 est.)
-Q1 11.2-11.8M units, ASP $305-310, gross margin 44.5%
-Q2 will have similar ASP as Q1
-2H-FY margins will be [...]

Press Release
-revenue $10.6B (10.17B est) up 28% y/y, gross margin 65% (62.2% est), EPS 55c (30c est)
Guidance
-Q1 revenue $9.7B (9.35B est), gross margin 61% (58.8% est)
-FY2010 gross margin 61%
Conference Call
-broad based strength across all products and regions
-servers had a very strong quarter
-will refresh entire server line in next 3 months, 32nm Xeon multi-processor
-highest gross margin [...]

Press Release
-Q3 29-33c (56c est), revenue $1.33-1.35B (1.42B est)
-FY2010 40-55c (79c est), revenue $4.125-4.2B (4.26B est)
Conference call
-Europe especially weak. -15% y/y vs. flat expectation
-forecasting flat to negative high single digits for overall industry packaged goods this year
Q&A
-fabulous title plan this year including Medal of Honor, Need for Speed, Sims for console, Fifa in a World [...]

Press Release
-revenue $1.74B (1.6B est) +24.1% y/y. EPS 23c (7c est)
-DRAM products +50% q/q due to 25% increase in sales volume and 21% increase in ASP
-NAND flash +21% q/q due to 16% increase in sales volume and 5% increase in ASP
-gross margin for memory products improved to 27% from 12% last quarter
-generated $326 million of [...]

-earnings -37c vs. -32c est. revenue $302M vs. $266M est.
-new WebOS update at CES, Pixi will be faster. >800 apps
-investing heavily in marketing
-Q2 ASP $375 vs. Q1 $427
-80% of sell-through was WebOS devices
-lower than expected sales at Sprint
-Will dramatically ramp TV ads with new marketing campaign later this quarter
-gross margin mid/upper 20s second half of [...]