Q3 results: What analysts are saying
October 27, 2010 // Mark LaPedus
It's earnings season again. Here's what analysts are saying about the recent results:
Gary Mobley, an analyst with Benchmark, said: ''ARM reported Q3 FY10 revenue slightly above our estimates and consensus. Some of the revenue upside was a function of a favorable exchange rate. Non-GAAP EPS of $0.10 was essentially in-line with expectations. Similar to MIPS Technologies, ARM experienced solid Processor Division (PD) licensing trends, having signed 22 license agreements in the quarter (verses the average of 17). Also helped by Physical IP Division (PIPD) licensing, ARM's total backlog rose 10 percent QoQ. ARM PD royalty units, up 5 percent q/q, were essentially in-line with expectations. To compare, MIPS' royalty units were up 10 percent q/q.''
Atheros Communications Inc.
Craig Berger, an analyst with FBR, said: ''3Q revenues of $247 million (+4 percent QOQ, +57 percent YOY) were near its guidance low end. 3Q EPS of $0.67 was slightly below our $0.69 due to slightly worse revenues and greater operating expense spending.
As was expected, Atheros reported in-line 3Q results but guided 4Q below Street estimates (by 10 revenue points), neither better nor worse than feared from investors. Some positives include: (1) the firm's consumer revenues grew 56 percent QOQ in 3Q and should grow another 20 percent in 4Q as handset Wi-Fi designs with Samsung and others ramp more meaningfully, and as e-book readers and game consoles contribute materially; (2) 4Q likely represents the trough in PC chip shipments this cycle; and (3) combo chip efforts remain on track for some product releases in 2011.'' All news
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