5:05PM China Digital TV reports EPS in-line, revs in-line; guides Q2 revs below consensus (STV) 10.58 +0.31 : Reports Q1 (Mar) earnings per ADS of $0.13 per share, in-line with the First Call consensus of $0.13; revenues fell 16.9% year/year to $14.3 mln vs the $14.2 mln consensus. Co issues downside guidance for Q2, sees Q2 revs of $14.5-15.5 mln vs. $17.46 mln consensus. China Digital TV expects smart card shipments for the second quarter of 2009 to be in the range of 2.35-2.55 mln. Based on internal sales projections, the co remains confident that the second half of 2009 will see meaningful increases in smart card shipments compared to the first half of 2009.
4:16PM GT Solar misses by $0.05, misses on revs; guides FY10 EPS below consensus, revs below consensus (SOLR) 7.22 -0.05 : Reports Q4 (Mar) earnings of $0.13 per share, excluding non-recurring items, $0.05 worse than the First Call consensus of $0.18; revenues rose 4.8% year/year to $138.5 mln vs the $151.3 mln consensus. Co issuesdownside guidance for FY10, sees EPS of $0.45-0.60 vs. $0.81 consensus; sees FY10 revs of $450-550 mln vs. $672.06 mln consensus. Co said, "Against the backdrop of the macroeconomic downturn, we saw slower spending by customers in our PV equipment business in the second half of our fiscal year, a trend that is continuing in fiscal 2010. In our polysilicon business, we expect to ship a significant portion of our reactor-based backlog over the next few months and recognize revenue later in fiscal year 2010. We are encouraged that many of our polysilicon customers continue to execute their projects in anticipation of the promising long-term future growth of solar."
4:05PM Applied Materials reports EPS in-line, beats on revs (AMAT) 11.48 -0.24 : Reports Q2 (Apr) loss of $0.10 per share, in-line with the First Call consensus of ($0.10); revenues fell 52.5% year/year to $1.02 bln vs the $906.1 mln consensus. Backlog at the end of the period was $3.16 bln, down from $4.05 bln at the end of 1Q09. "In a period of exceptionally weak demand, Applied preserved its strong balance sheet, returned a dividend to our stockholders and made substantial investments in our future," said Mike Splinter, Chairman and CEO.
4:03PM AuthenTec beats by $0.02, beats on revs; guides Q2 revs above consensus (AUTH) 1.86 -0.10 : Reports Q1 (Mar) loss of $0.12 per share, excluding non-recurring items,$0.02 better than the First Call consensus of ($0.14); revenues fell 54.6% year/year to $7.0 mln vs the $6.5 mln consensus. For Q2, co sees EPS of $(0.10)-(0.08), excluding non-recurring items, vs. ($0.09) consensus; sees Q2 revs of $7.8-8.3 mln vs. $7.6 mln consensus.
1:34AM Nelnet beats by $0.38, beats on revs (NNI) 6.50 : Reports Q1 (Mar) earnings of $0.64 per share, excluding non-recurring items, $0.38 better than the First Call consensus of $0.26; revenues rose 45.9% year/year to $141.1 mln vs the $117.3 mln consensus.
1:26AM Zoltek misses by $0.08, misses on revs (ZOLT) 8.03 : Reports Q2 (Mar) earnings of $0.01 per share, $0.08 worse than the First Call consensus of $0.09; revenues fell 27.4% year/year to $36 mln vs the $37.3 mln consensus.
1:22AM GeoEye reports Q109 results (GEOY) 27.36 : Reports Q1 (Mar) loss of $0.09 per share, $0.16 better than the ($0.25) First Call consensus; revenues increased 25.9% year/year to $45.21 mln vs $41.92 mln consensus. The increase in revenue was primarily due to GeoEye-1 satellite beginning commercial operations in February 2009 resulting in increased imagery orders from the National Geospatial-Intelligence Agency. In addition, co began recognizing deferred revenue related to the cost share from NGA for GeoEye-1.
