Movers: Sprint Nextel, Clearwire, Disney, Cisco Systems, ON Semiconductor
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07/May/2008 9:06AM

Sprint Nextel (S) and Clearwire (CLWR) agree to combine their next-generation wireless broadband businesses to form a new wireless communications company. Intel (INTC), Google (GOOG), Comcast (CMCSA), Time Warner Cable (TWC) and Bright House Networks collectively agree to invest $3.2 billion in new company

Disney (DIS) posts $0.58, vs. $0.43 a year ago, second quarter EPS from continuing operations on 9.5% revenue rise. Street consensus was $0.51. S&P reiterates strong buy.

Cisco Systems (CSCO) posts $0.38, vs. $0.34 a year ago, third quarter non-GAAP EPS on 10% sales rise. S&P reiterates hold.

ON Semiconductor (ONNN) posts $0.07, vs. $0.20, first quarter GAAP EPS despite 13% revenue rise. Excl. impact of AMIS Holdings, posts $0.20 first quarter non-GAAP EPS. Street consensus was $0.14. Sees $545-$560 million second quarter revenue.

PepsiCo (PEP) raises $1.50 annual dividend to $1.70, up 13%.

MBIA (MBI) rises 0.18 to 11.57. In a letter to MBI's owners, Chairman and CEO Jay Brown says, "I see no need to raise dilutive equity capital to support our existing business plans."

Transocean (RIG) posts $3.71, vs. $2.62, first quarter EPS on sharp revenue rise.

Devon Energy (DVN) posts $1.66, vs. $1.44, first quarter EPS on 20% revenue rise. Posts $2.74 first quarter EPS (excluding certain items).

Bidz.com (BIDZ) posts $0.18, vs. $0.14, first quarter EPS on 38% revenue rise. Sees $0.09-$0.11 second quarter EPS on $48-$50 million revenue (vs. first quarter's $61.9 million).

Harman International Industries (HAR) posts $0.31, vs. $1.07, third quarter EPS despite 17% sales rise. Sees the rest of fiscal year 2008 and 2009 as very challenging.

Speedway Motorsports (TRK) posts better-than-expected $0.71, vs. $0.72, first quarter EPS on 1.9% revenue rise. Notes first quarter net interest expense was $9.4 million, vs. $4.7 million reflecting increased borrowings to fund acquisition of New Hampshire Motor Speedway. Reaffirms 2008 EPS guidance of $2.40-$2.50.

Acco Brands (ABD) posts $0.11, vs. $0.12, first quarter adjusted EPS on 4.6% sales drop (adjusted). Due to continued economic uncertainty, now sees weak demand continuing throughout 2008. Consequently, it sees 2008 sales, with benefit of currency, to be close to flat, but down mid-single digits on a constant currency basis, with adjusted EBITDA growth of mid-single- to low double-digits, EPS growth ranging from flat to low double-digits.

Synchronoss Technologies (SNCR) falls 9.16 to 13.74. It posts $0.16 (non-GAAP), vs. $0.11, first quarter EPS on 36% revenue rise. Sets $25 million stock buyback. Says it has "materially" lowered its growth expectations for 2008 due in large part to reduced revenues associated with the iPhone, as a significant number of iPhones are now unlocked so they can use a variety of different cell phone networks. S&P downgrades to hold from buy. Needham downgrades to hold from buy.

Foster Wheeler (FWLT) posts $0.95, vs. $0.80, first quarter EPS on 56% operating revenue rise.




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07/May/2008 6:50AM
Investors weighed earnings reports from Disney and Cisco, some negative news on Boeing, and a warning on inflation from a Fed official

06/May/2008 11:01PM
Amid speculation the U.S. stimulus program may boost sales, S&amp;P says the industry's fundamentals are positive. Its top pick: Best Buy

06/May/2008 11:01PM
For the financial whizzes of Southwest Airlines, it just gets more expensive to buy protection as oil prices keep climbing

06/May/2008 4:13PM
Despite the mortgage giant's big credit losses, analysts say rising revenues and a $6 billion stock sale will provide it ample liquidity

06/May/2008 11:41AM

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