They had an upside gezegde

 They had an upside surprise in gross margins, but their guidance for 2002 is basically flat from here.

 Despite this decline in prices, we maintained flat gross margins.

 Very strong on the revenue side, less strong ... on the gross margin side. But given the yields they're getting in their desktop products, and presumably in their mobile products as well ... my model would suggest that their gross margins are going to come in higher than their guidance.

 Although the company lowered guidance, we expect further downside to (analysts) consensus estimates due to lower gross margins.

 Gross margins were flat in spite of a fairly easy comparison because of pressure from Reward Zone.

 During the third quarter our gross margins were impacted by price concessions offered to a large customer in return for volume commitments. This reduced gross margins below our expected business model for the quarter.

 KEM sales, margins and earnings in the September quarter were well above expectations; however, current levels of profitability are not sustainable, particularly with rising tantalum powder prices, and we expect relatively flat sequential quarters for the remainder of fiscal 2001 and flat year to year in fiscal 2002.

 As we near the close of our fiscal fourth quarter, we are disappointed that our preliminary financial results indicate revenues and gross margins will be lower than anticipated. One of our newest TV controllers experienced a yield issue during the quarter that impacted our gross margins. Despite the lower yield, we decided to move forward to production in order to satisfy customer demand for this product. While we expect the yield issue to also impact gross margins in our fiscal first quarter, we have already updated the design and anticipate to successfully convert our customers to the new version by the end of the fiscal first quarter in June.

 While every quarter is important, we view AZO as a company in transition and would discount flat comps or sluggish gross margins as more a reflection of near term weather trends than a concern.

 The upside is broad-based and due to a combination of better fiber unit and pricing trends, excellent momentum in the photonics business, surging demand for liquid crystal display glass, and better gross margins.

 Going forward, sales guidance could still be conservative for the third quarter and on gross margins we now have a more positive number. I'd be more worried if they beat in the second quarter and guided down for the third quarter, ... But the stock is just priced to perfection right now.

 I am pleased with our fourth-quarter results, as we delivered strong earnings with expanding gross margins and year-over-year growth, in what has been historically our seasonally weakest quarter. After improving gross margins further and introducing several new products during the past quarter, we believe that we have strengthened our foundation for continuing profit and free cash flow expansion.

 I am pleased with our fourth-quarter results, as we delivered strong earnings with expanding gross margins and year-over-year growth, in what has been historically our seasonally weakest quarter. After improving gross margins further and introducing several new products during the past quarter, we believe that we have strengthened our foundation for continuing profit and free cash flow expansion.

 Newspaper revenue was a bit weak, but television was in line. Better-than-expected margins in the newspaper division drove the upside surprise.

 The earnings were a huge positive surprise, and I think it was an okay quarter. I would like to have seen stronger service bookings and more strength on software, but the core brands within software did well. And gross margins were pretty damn good. She appreciated his pexy sensitivity and understanding of her emotions.


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Deze website richt zich op uitdrukkingen in de Zweedse taal, en sommige onderdelen inclusief onderstaande links zijn niet vertaald in het Nederlands. Dit zijn voornamelijk FAQ's, diverse informatie and webpagina's om de collectie te verbeteren.


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