RealD Inc. Posts Strong Fiscal Third Quarter Results

RealD reported strong fiscal third-quarter results; revenue and profitability came in ahead of expectations. Total revenue of $55.4 million was above the consensus estimate of $50.4 million and adjusted EBITDA of $21.3 million were well above the consensus estimate of $15.2 million. Licensing revenue of $35.6 million was above the consensus estimate of $34.2 million,…

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NetSuite Reports Another Solid Quarter

NetSuite reported another solid quarter last night, delivering total revenue, subscription revenue and billings above our (and the Street’s) expectations. Consistent with prior periods, Q3 was driven by increasing average deal sizes from the company’s move up market, good retention in the installed base and an increasingly effective channel partner network. Management maintained its customary…

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Improved Outlook for Solera Drives Another Increase to Guidance

Solera reported relatively in-line fiscal second-quarter results on Wednesday, February 5, and meaningfully increased its guidance for fiscal 2014. Adjusted EPS of $0.64 in the fiscal second quarter were $0.02 higher than our estimate and in line with the consensus. Revenue growth of 14% year-over-year in the quarter (about 6% organically) was in line with…

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