A year ago, the technology company was acquired by private equity group Summit Partners for an undisclosed sum, though the Wall Street whisper number
was $390 million.
On a call with investors last week, Morgan Stanley analyst Adam Jonas said the "whisper number
" on Wall Street was for deliveries to reach the mid to upper 70,000-unit range.
payrolls "whisper number
" is being circulated ahead of tomorrow's key September jobs report by Zero Hedge, though this may well have been a factor behind yesterday's yield blowout, along with ADP and Fed's Powell mulling a move past neutral on rates.
Disney has the best-managed, most profitable movie studio in Hollywood (Fox was the worst, hence the cost synergies!) True, The Last Jedi missed its whisper number
but Thor and Pixar's Coco will mint box office gold.
A number of studies have shown that the movement of a stock's price when earnings are announced is more dependent on beating or missing the whisper number
than announced earnings.
OBAMA'S 'WHISPER NUMBER
' (The Wall Street Journal, New York)
The figure also beat the "whisper number
" of $5 per share that some analysts and investors were expecting.
An auction of $35B 2-year notes takes place later today (13:00 ET), but the next big catalyst for bonds is likely to be the Q2 GDP print Friday morning - Consensus is calling for growth of 4.2%, but the whisper number
is north of 5%.
General Electric: The analysts' EPS is 37 cents, while the whisper number
is 35 cents.
Others industry-watchers were saying Neon's $0.08 per share missed the whisper number
by several cents or that it hadn't continued with the big earnings surprises of recent quarters.
The entire history of guidance and so-called whisper numbers
reflects this short-term emphasis, as opposed to managing a company to thrive over the long-term.
For more from Tom Nawrocki, see: Listening to the Whisper Numbers
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