Author Archives: Stephen Frank

Inphi Posts In-Line Results; USANA Disappoints

Inphi (IPHI) is higher in after hours trading after the company posted financial results for Q2, or the quarter ended June 30, 2014, that matched analysts’ expectations, and provided guidance for Q3 in line with forecasts. Shares are up 1.17% at $12.94, with a 52-week range of $10.87 – $16.56. The provider of high-speed analog semiconductor

Riverbed Technology Report Roughly In Line Results and Guidance

Riverbed’s first-quarter results were slightly ahead of consensus with revenue $400,000 ahead of the Street target and non-GAAP EPS beating the Street by a penny. During the quarter, solid enterprise and international sales were offset by continued weak U.S. federal sales, though management expects this vertical to rebound over the next couple of quarters as

Ritchie Bros. Auctioneers Inc. March Auction Results Decline Due to Auction Timing

Ritchie Bros. reported March gross auction proceeds (GAP) of $524 million, which was a decrease of 8% from $569 million a year ago. While the magnitude of the decrease was likely a little bigger than consensus forecasts, it was mostly expected given the company’s commentary at its analyst day that February results were inflated because

MSC Industrial Direct EPS Miss Widely Expected

Based on weather-driven sluggishness throughout January and February, analysts expect fiscal second-quarter EPS below consensus of $0.86. The midpoint of management’s EPS guidance ($0.83-$0.87) assumed a return to October/November sales growth (5%) in January and February after a slowdown in December (3%). Considering peer results and our surveys, we now believe January organic growth was