50 posts and columns on consensus
Yahoo will report its fourth-quarter earnings later today, and BoomTown will be covering them all the way from Hong Kong (the miracle of the Internet!). At a conference call with analysts after the earnings release, expect Yahoo CEO Carol Bartz to get questions on increased competition to its display advertising business from Facebook and Google, declining usage of its sites, as well as what she will do about continued product drift and talent drain.
Netflix Says Streaming-Only Subscriptions Could Come This Year, More International Expansion in 2011Q3 earnings and revenue numbers were in line, but the company posted strong subscriber numbers and guidance. For those of you who don’t care about the stock: You may be able to get a disc-free subscription to the video service by the end of 2010.
First hit from Apple earnings: EPS of $4.64 and revenues of $20.34 billion. The consensus was $4.05 and $18.8 billion. The Street won’t like guidance, though: Apple is predicting Q1 EPS of $4.80, below the $5.04 analysts were looking for. They will also sputter a bit on this number: Apple sold 4.19 million iPads, and the consensus was 4.7 million. The good news: Apple sold a lot of iPhones–14.1 million.