Sierra Wireless (SWIR) reported earnings on Tue 5 Nov 19 (a/h)

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Sierra Wireless misses by $0.08, misses on revs; guides FY19 EPS below consensus, revs below consensus

Reports Q3 (Sep) earnings of $0.03 per share, excluding non-recurring items, $0.08 worse than the S&P Capital IQ Consensus of $0.11; revenues fell 14.5% year/year to $174.03 mln vs the $191.16 mln S&P Capital IQ Consensus.

• Gross margin was 31.7% in the third quarter of 2019 compared to 33.1% in the third quarter of 2018.

Co issues downside guidance for FY19, sees EPS of $0.00-0.03, excluding non-recurring items, vs. $0.32 S&P Capital IQ Consensus; sees FY19 revs of $708-712 mln vs. $753.64 mln S&P Capital IQ Consensus.

Earnings this week : Nov 4 - 8, 19 (wk 45)

Monday (Nov 4)

• Morning: BHC CYOU COHU RACE FE GCI KOS MMYT SOHU S SUP SYY UAA
• Afternoon: AAN ACOR ADUS AOSL APLE APTS AWR BHF BKD BKH BWXT CBT CC CDE CDEV CHGG CPE DIOD DK DOOR ED ELVT ETH EVBG EVER FBM FICO FN FRPT FRTA FTSI GRPN HHC HIG HLIO HPR HR HTZ IFF ITRI JKHY KAMN KMPR KMT LASR LMNX MAR MDRX MOS MYGN NBIX NCMI NTR O OTTR OUT OXY PAHC PBPB PI PLMR PLOW PRU PXD QTS REAL RMBS RNG RYAM SHAK SHO SNCR STE STRL SWM SYKE TCMD THC TNDM TSE UBER VAC VECO WES WTR XEC 

Tuesday (Nov 5)

• Morning: AFI AGN AMRC AMRN ARNC ASC ATH ATHM ATRO AVNS AVTR BCPC BDX BMCH BPMC BSIG CEIX CHH CHK CNK CSWI CTLT EEX EMR ENDP EQM EXPD FI FIS FTDR GEO GLDD GSKY GSX HLNE HSIC ICPT IPHS IPI JLL LAMR LCII LGIH LPX MDGL MGP MNK MYE MYL NEM NOVT NPO NS NWN OCN OXFD PBI PINC PPL PTON RCM REGN RHP RPD SERV SGRY SRC SSTK SXC TA THR TLRA TPR TRVG UNT UNVR USAC USFD VCEL VIRT VPG VRTV VST WBT WLK ZBH
• Afternoon: ACHC AKCA ALRM Y ATUS AVD ANDE AINV AIZ AVLR BTG BEAT WIFI CZR CARG CDK CENX CNO COHR CMP CPSI SCOR CPS CSOD CCRN CWK DVA DVN FANG DEI EVRI ES EVH FATE FRGI FIVN FLDM FTR GTES GTE GPRE GHL GWPH HCKT HCR HST HUBS ICHR IOSP INGN INSP PODD IPAR IRTC JAZZ KAR KRG KTOS KPI LC LGND LTHM MTCH MBI MCHP MODN MWA NP NEWR NUS OAS OHI OPK PE PAYS PAA PAGP PLT PTLA PRMW PRA RDUS RRGB RRR RGNX SWIR SSRM SXI INN SUPN CGBD TSLX TRUP TWO RARE VGR VOYA WMC WLL WW

Wednesday (Nov 6)

• Morning: AES XLRN AYR ALE AMRX ANIP WAAS GOLD BKI BLMN BCOR BR CSTE CPRI CRCM CARS CBRE FUN GIB CRL IMOS CIR CWEN CNHI CNR COTY CVIA CVS CYBR DEA ELAN ENBL ESPR GLOG GCP GEL HZNP HUM NSIT IONS JELD KELYA KL LAUR LXP LL MFA MIDD NYT NXST DNOW ODP OMI PZZA PFGC PRGO DOC RDWR SMG SEE SQNS SBGI SND VNTR VER VG VMC WNC WD WEC WEN WLH
• Afternoon: AIMT, ATSG, ALB, LNT, UHAL, AEL, ANGI, ANSS, AAOI, ASRT, ATO, EQH, AXGN, BIDU, BAND, BNFT, BL, BRKS, CECO, CVNA, CTL, COLL, CNDT, CXW, DAR, DCP, DXCM, DXPE, DVAX, ELF, EGAN, ERI, EBS, ECPG, ET, ELF, ENS, EOG, EVRG, EXPE, STAY, FG, FISV, FIT, FLT, FLO, FLNT, FSCT, FOSL, FOXA, GKOS, GMED, GLUU, GDDY, LOPE, HOLX, TWNK, IAG, ICFI, IAC, IVC, NVTA, IQ, KGC, LCI, LHCG, RAMP, MFC, MRO, MTRX, NTRA, NKTR, NVRO, NEX, OSUR, ORA, OR, PAAS, PGRE, PK, PDCE, PLYA, PRI, PROS, PSEC, PRSC, PBYI, QTWO, QCOM, QUOT, RP, RDFN, RCII, REZI, ROKU, RGLD, RUBI, SAIL, SGMO, WTTR, SEDG, SJI, SWX, SPTN, SQ, SLF, SUN, TLND, TTGT, TXMD, TMST, TPIC, TRIP, TCX, TPC, UPWK, VVV, VNDA, VERI, VSLR, WK, WMGI, WYNN, ZAGG, ZAYO 

Thursday (Nov 7)

• Morning: ACIW, ADNT, WMS, APD, AMC, ABC, MT, AVA, AZUL, BCC, CAH, ECOM, CBB, CLVS, CCOI, CMCO, COMM, CORE, COT, DNR, DISCA, DISH, SATS, EPAM, EVOP, AG, FOCS, GOGO, GTN, HAIN, HL, HIMX, HII, INXN, JCI, KDP, KTB, KOP, LXRX, MBUU, MCFT, MDP, VIVO, MSGN, NHI, EYE, NLSN, NBL, NOMD, NCLH, NVMI, NRG, OGE, PCRX, PRTY, PRFT, PGTI, PNW, PLUG, RL, RLGY, SBH, SEAS, SNH, STRA, TGNA, TSG, TWI, THS, GTS, TGI, USPH, VSTO, WRK, WWW, ZTS 
• Afternoon: AAXN, AGO, AGS, AIRG, AL, ALTR, AMBC, AMH, AMPH, ANAB, AQN, ARLO, ARNA, ATVI, AVID, BE, BEDU, BGNE, BKNG, BOLD, CABO, CDAY, CHUY, COLD, CORT, CTRE, CUTR, CWH, CYRX, DBX, DIS, EB, ENLC, ENV, FARM, FSLY, G, GDOT, GH, GPRO, GSBD, IVR, JAG, JJSF, KIDS, KRO, KSHB, LADR, LPSN, MAIN, MATX, MED, MIME, MITK, MMI, MNST, MOD, MRAM, MTD, MTW, NCR, NDLS, NLOK, NNBR, NNI, NVEE, NWSA, ONTO, PEGA, PEN, PETQ, PLNT, PRAA, QHC, QNST, RBA, RLJ, RVLV, SCPL, SEMG, SGMS, SIEN, SPPI, SRPT, STMP, SVMK, SWAV, SWCH, TDC, TIVO, TRHC, TROX, TRUE, TTD, TTWO, TUSK, TXG, UEPS, UNIT, UPLD, VRTU, VSAT, WPRT, WSC, WTRH, XOG, YELP, ZG, ZGNX, ZIOP

Friday (Nov 8)

• Morning: AER, AEE, EPAY, CLNY, DRH DUK, ENB, ERF, ETM, ESNT, FLY, GTX, GNLN, HMC, MSG, MGA, ZEUS, REV, SSP, SVC, STWD, USCR, UNT

Notable earnings reports: 

• Under Armour (NYSE:UAA), Uber (UBER), Shake Shack (NYSE:SHAK), Marriott International (NASDAQ:MAR) and Bausch Health (NYSE:BHC) on November 4; 
• Booking Holdings (NASDAQ:BKNG), Match (NASDAQ:MTCH), Peloton Interactive (NASDAQ:PTON) and Tapestry (NYSE:TPR) on November 5; 
• Baidu (NASDAQ:BIDU), Square (NYSE:SQ), Roku (NASDAQ:ROKU), Qualcomm (NASDAQ:QCOM), Expedia (NASDAQ:EXPE), Barrick Gold (NYSE:GOLD) and CVS Health (NYSE:CVS) on November 6; 
• Disney (NYSE:DIS), Activision Blizzard (NASDAQ:ATVI), GoPro (NASDAQ:GPRO), Take-Two Interactive (NASDAQ:TTWO), Wynn Resorts (NASDAQ:WYNN), Dropbox (NASDAQ:DBX) and Zillow (NASDAQ:ZG) on November 7; 
• Scientific Games (NASDAQ:SGMS) and Duke Energy (NYSE:DUK) on November 8.

Sierra Wireless (SWIR) reported earnings on Thur 8 Nov 2018 (a/h)

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Sierra Wireless beats by $0.03, reports revs in-line; guides Q4 EPS below consensus, revs below consensus

• Reports Q3 (Sep) earnings of $0.29 per share, $0.03 better than the S&P Capital IQ Consensus of $0.26; revenues rose 17.8% year/year to $203.4 mln vs the $202.2 mln S&P Capital IQ Consensus.
• Non-GAAP gross margin was 33.1% in 3Q18 compared to 33.3% in 3Q17.
• Adjusted EBITDA were $16.0 million in 3Q18 compared to $13.2 million in 3Q17.
• Co issues downside guidance for Q4, sees EPS of $0.22-$0.30 vs. $0.31 S&P Capital IQ Consensus; sees Q4 revs of $200-$208 mln vs. $208.18 mln S&P Capital IQ Consensus.

Sierra Wireless (SWIR) reported earnings on Fri 3 Aug 2018 (b/o)

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** 3 months later **

Sierra Wireless beats by $0.06, beats on revs; guides Q3 EPS in-line, revs in-line 

• Reports Q2 (Jun) earnings of $0.27 per share, excluding non-recurring items, $0.06 better than the Capital IQ Consensus of $0.21; revenues rose 16.4% year/year to $201.9 mln vs the $199.17 mln Capital IQ Consensus.
  • Gross margin was 34.4% in the second quarter of 2018 compared to 34.5% in the second quarter of 2017.
• Co issues in-line guidancefor Q3, sees EPS of $0.22-0.30, excluding non-recurring items, vs. $0.24 Capital IQ Consensus Estimate; sees Q3 revs of $198-207 mln vs. $198.05 mln Capital IQ Consensus Estimate.

This week's biggest % winners & losers : Feb 6 - 10, 17 (wk 6)

The following are this week's top 20 percentage gainers and top 20 percentage losers, categorized by sectors (over $300 mln market cap and 100K average daily volume).

This week's top 20 % gainers

• Healthcare:GBT (21.5 +33.54%),FMI (25.15 +24.81%),CPSI (27.05 +24.37%),AKAO (20.84 +20.25%),MDSO (58.43 +19.24%),IMMU (5.23 +18.86%)
• Materials:CLF (11.15 +26.85%)
• Industrials:BCO (52.45 +18.93%)
• Consumer Discretionary:SKX (27.78 +18.16%),HAS (97.63 +18.15%)
• Information Technology:SWIR (24.45 +36.97%),CRAY (21.95 +28.74%),INFN (11.96 +27.64%),COHR (197.19 +24.45%),LITE (47.45 +22.14%),ATEN (9.52 +20.2%),QUOT (13.2 +20%),NSIT (45.18 +19.78%)
• Financials:BANC (19.9 +21.71%),UIHC (16.16 +19.79%)

This week's top 20 % losers

• Healthcare:BIOB (0 -42.86%),CHRS (23.25 -14.68%),ENSG (17.35 -14.57%),ONVO (3.19 -13.78%)
• Materials:CDE (9.44 -19.25%)
• Industrials:DNB (100.75 -18.73%),BGC (16.8 -17.44%)
• Consumer Discretionary:IRBT (54.31 -13.44%),MOD (11.7 -13.01%)
• Information Technology:SCOR (22.81 -29.69%),CATM (45.49 -18.3%),UBNT (53.43 -15.88%),SNCR (33.97 -13.12%)
• Financials:FSC (4.56 -16.48%)
• Energy:MTRX (17.95 -19.69%),CIE (0.81 -15.33%),BRS (17.54 -14.61%),ATW (10.93 -13.6%)
• Telecommunication Services:NIHD (2.15 -14.85%),GSAT (1.35 -14.01%)

Sierra Wireless (SWIR) reported earnings on Thur 9 Feb 2017 (a/h)

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** 6 weeks later **

• Sierra Wireless beats by $0.11, beats on revs; guides Q1 EPS above consensus, revs in-line
• Sierra Wireless also announced that Volkswagen (VLKAY) selected Sierra Wireless AirPrime AR Series modules and the Legato platform for its next generation of connected cars
• Sierra Wireless' integrated 4G technology will reach the market beginning in 2018 in several Volkswagen models worldwide.

Reports Q4 (Dec) adj. earnings of $0.27 per share, $0.11 better than the Capital IQ Consensus of $0.16; revenues rose 12.8% year/year to $163 mln vs the $161.06 mln Capital IQ Consensus. Revenue from OEM Solutions was $135.2 million in the fourth quarter of 2016, up 11.2% compared to $121.5 million in the fourth quarter of 2015. Revenue from Enterprise Solutions was $21.0 million in the fourth quarter of 2016, up 27.1% compared to $16.5 million in the fourth quarter of 2015. Revenue from Cloud and Connectivity Services was $6.8 million in the fourth quarter of 2016, comparable to the fourth quarter of 2015.Co issues guidance for Q1, sees EPS of $0.13-0.20, excluding non-recurring items, vs. $0.12 Capital IQ Consensus Estimate; sees Q1 revs of $152-161 mln vs. $155.51 mln Capital IQ Consensus Estimate.

Sierra Wireless (SWIR) reported earnings on Thur 3 Nov 2016 (a/h)

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Sierra Wireless beats by $0.02, reports revs in-line; guides Q4 EPS in-line, revs in-line :

• Reports Q3 (Sep) earnings of $0.13 per share, excluding non-recurring items, $0.02 better than the Capital IQ Consensus of $0.11; revenues fell 0.6% year/year to $153.6 mln vs the $152.16 mln Capital IQ Consensus.
• Co issues in-line guidance for Q4, sees EPS of $0.13-0.19, excluding non-recurring items, vs. $0.16 Capital IQ Consensus Estimate; sees Q4 revs of $157-166 mln vs. $162.90 mln Capital IQ Consensus Estimate.

Sierra Wireless (SWIR) reported earnings on Thur 4 Aug 2016 (a/h)

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