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Wednesday, July 22, 2009

Bank of New York (BK): Q2 EPS of $0.46 misses by $0.07. Revenue of $3.2B (-17.7%) vs. $3.3B. (PR)

Knight Capital Group (NITE): Q2 EPS of $0.52 beats by $0.12. Revenue of $314M (+65.4%) vs. $259M. (PR)

PepsiCo (PEP): Q2 EPS of $1.06 beats by $0.06. Revenue of $10.6B (-3.2%) vs. $11B. (PR)

Advanced Micro Devices (AMD): Q2 EPS of -$0.62 misses by $0.15. Revenue of $1.18B (-13.1%) vs. $1.13B. Gross margin was 37%, down from 43% in Q1. "While we increased cash, exceeded our revenue plan and reduced operating expenses in the second quarter, gross margin was disappointing." (PR)

Amylin Pharmaceuticals (AMLN): Q2 EPS of -$0.36 misses by $0.01. Revenue of $209M (-6%) vs. $205M. (PR).

Apple (AAPL): FQ3 EPS of $1.35 beats by $0.18. Revenue of $8.34B (+11.7%) vs. $8.2B. Gross margin 36.3% up from 34.8% Y/Y. Sees FQ4 EPS of $1.18-$1.23 vs. consensus of $1.30, and revenue of $8.7-8.9B vs. $9.05B (note: Apple consistently lowballs its guidance). Sold 2.6M Macs in FQ3 (+4%). 10.2M iPods (-7%). 5.2M iPhones (+626%). More than 1.5B downloads from its App Store. Gross margin of 36.3% vs. consensus of 34.3%. (PR)

Illumina (ILMN): Q2 EPS of $0.18 in-line. Revenue of $162M (+15%) in-line. Sees Q3 EPS of $0.26-0.30 vs. $0.19 and Q3 revenue of $162M-172M vs. $170M. (PR)

Pharmaceutical Product Development (PPDI): Q2 EPS of $0.49beats by $0.20. Revenue of $355M (-12%) vs. $334M. (PR)


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