Juniper Earnings Preview: New Initiatives And Products Can Drive Growth

Juniper had hoped for a turnaround in its performance in the second half of 2015, and its Q3 results were very much in line with these expectations. The company is set to report its Q4 2015 earnings on January 27, and investors are hoping for more encouraging signs. Led by relatively better demand from service providers, and strong customer response to new products, Juniper achieved 11% top line growth in Q3. We expect the demand to have sustained during the recently concluded quarter, and new product upgrades to have drawn significant customer attention. A new reference architecture for cloud-enabled enterprise, innovation in security, new partnerships, upgrades in the MX series, the expansion of Contrail for software defined networking, and an expected newer version of QFX10000 switches should have complemented its growth in the fourth quarter. The expanded target market, thanks to the disaggregation of Junos from Juniper’s hardware, should have also helped the company attract some new customers.

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SanDisk Earnings Preview: Can Enterprise SSDs Make Up For Weakness Across Retail Product Line?

SanDisk Corporation is scheduled to announce its fourth quarter earnings on Wednesday, January 27th.   The company has reported weak results through the first three quarters of 2015, with combined revenues declining by over 18% year-over-year to $4 billion. The fall in revenues was largely due to a massive slowdown in SanDisk’s client SSD business, which fell by 54% year over year to $444 million in the same period.

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What To Expect From eBay’s Q4 Results

eBay is scheduled to report its Q4 2015 financial results on Wednesday, January 27th. According to early indications from ChannelAdvisor, eBay’s sales underperformed the broader e-commerce market during the three-month period ending December 2015. eBay’s average comparable sales in the holiday season (November 1 to December 31, 2015) reported growth of just 4.3% year-over-year (y-o-y) compared to over 20% for Amazon and about 32% for Google Shopping. ((December 2015 ChannelAdvisor Same Store Sales for eBay, Amazon, Google Shopping/PLA, CSE, Search and and Other Third Party Marketplaces., ChannelAdvisor, January 7, 2016)) In the upcoming Q4 2015 results, we expect eBay to report 5% y-o-y growth in active buyers to around 162 million, and expect the company’s gross merchandise value to decline by 2% y-o-y to around $21 billion. We also expect eBay’s Q4 top line to remain flat and meet the Reuters’ compiled consensus estimate of $2.32 billion.

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