After the markets closed on Thursday, February 13, VCA Antech (NASDAQ:WOOF) reported fourth-quarter results that were generally in line with expectations. Sales of $435.5 million grew 4.1% from the prior-year period and were a bit shy of the $444.5 million consensus forecast; adjusted earnings per share registered at $0.31—up 10.7% year-over-year and spot on the…
For fourth quarter 2013, BroadSoft should meet or beat consensus estimates. We expect a large chunk of deferred revenue to come off the balance sheet and billings to show significant improvement sequentially in virtually all areas license, subscription, and maintenance on easy comparisons with the exception of professional services, which rebounded sharply in the third…
Trip Advisor (TLM) reported Q413 CFPS of $0.56, ~3% lower than our estimate of $0.58 but in line with consensus of $0.56 based on a company survey of analysts. Quarterly production of 387 mboe/d was slightly lower than our estimate of 393 mboe/d and consensus of 389 mboe/d. Operating EPS of ($0.11) was lower than…
PacBio reported results that were in line with our expectations but slightly ahead of consensus. Revenue was $9.1 million, relative to our estimate of $9.8 million and consensus of $8.8 million, and loss per share was $0.26, relative to our estimate and consensus of loss per share of $0.28. The company booked orders for 9…
Automatic Data Processing (ADP) reported solid fiscal second-quarter results Wednesday morning. Revenue growth was 9%, and EPS of $0.78 were about $0.01 above our estimate, although the $0.01 of upside is mainly attributable to a lower-than-expected tax rate. The fastest-growing part of the company remained the PEO segment (up 14%, 18% of total revenue), but…
WEX reported solid fourth-quarter results. Revenue grew 15% year-over-year and 8% from the prior quarter, to $182 million, and was above our estimate of $178 million and consensus of $177 million. Fourth-quarter adjusted EPS, excluding stock comp expense, were $1.17, above our $1.11 estimate. Including stock comp, adjusted EPS were $1.13, versus our $1.07 estimate,…
