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64 Resources for

operating margin and seeking alpha

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Carlisle Companies, Inc. Q4 2008 Earnings Call Transcript
Question-and-Answer SessionOperator Operator Instructions.Your first question comes from the line of Peter Lisnic. Peter Lisnic Good morning, gentlemen. David Roberts Good morning, Pete Steve Ford Hey Peter. Peter Lisnic Dave, First question. If you look at the operating margin outlook, what you are saying is '09 to...
Tags: Operating Margin, Call Transcript, Earnings, Carlisle Companies Inc., Seeking Alpha
Earnings calls 2009-02-05
First Solar, Inc. F4Q08 (Qtr End 12/27/2008) Earnings Call Transcript
Question-and-Answer Session Operator Thank you sir. Operator Instructions Your first question comes from Vishal Shah - Barclays Capital. Vishal Shah - Barclays Capital Mike, you mentioned your long term operating model has 25% operating margins. When do you expect your – you know to reach that kind of...
Tags: Call Transcript, Earnings, First Solar Inc., Marketing, Marketing Research, Operating Margin, Pricing, Pricing Strategy, Seeking Alpha
Earnings calls 2009-02-24
Salesforce.com F4Q09 (Qtr End 1/31/09) Earnings Call Transcript
Question-and-Answer Session Operator Operator Instructions David Havlek Just quickly while we're queuing your calls I'd like to remind everyone of a couple upcoming events. First, Marc will be presenting tomorrow - in fact, keynoting - at the Pacific Crest SAS Conference that's at noon Pacific Time here...
Tags: Salesforce.com Inc., Operating Margin, Call Transcript, Earnings, Operational Accounting, Personal Finance, Finance, Seeking Alpha
Earnings calls 2009-02-26
Cree Inc. F3Q09 (Qtr End 03/31/09) Earnings Call Transcript
Question-and-Answer SessionOperator Your first question comes from Harsh Kumar from Morgan Keegan. Harsh Kumar - Morgan, Keegan & Company Chuck, your cell phone business as it relates to your LED business. Could you talk about if you’re starting to see a bottom there and how much is it as...
Tags: Operating Margin, Light-emitting Diode, Call Transcript, Earnings, Seeking Alpha, Cree
Earnings calls 2009-04-21
Anaren, Inc. F3Q09 (Qtr End 03/31/09) Earnings Call Transcript
Question-and-Answer Session Operator Operator Instructions. We'll go first to Steve Ferranti with Stephens Inc. Steve Ferranti - Stephens, Inc. Nice job on the margin expansion during the quarter. I guess that leads sort of into my first question. Third quarter did see some nice operating margin expansion. It looks...
Tags: Operating Margin, Cost Reduction, Benefit, Call Transcript, Earnings, Stephens Inc., Anaren Inc., Cost Reduction Effort, Seeking Alpha
Earnings calls 2009-05-04
Analog Devices, Inc. F2Q09 (Qtr End 01/31/09) Earnings Call Transcript
Question-and-Answer Session Operator Operator Instructions Your first question comes from Ross Seymore - Deutsche Bank Securities. Ross Seymore - Deutsche Bank Securities Just a question on the inventory commentary, you mentioned that you expect to bring down your own inventory in the next quarter. You did see inventory drop...
Tags: Revenue, Operating Margin, Deutsche Bank AG, Analog Devices Inc., Call Transcript, Earnings, Operational Accounting, Finance, Seeking Alpha
Earnings calls 2009-05-19
Spherion Corp. Q2 2009 Earnings Call Transcript
Question-and-Answer SessionOperator Operator Instructions Your first question comes from Jeff Silber - BMO Capital Markets. Jeff Silber - BMO Capital Markets Mark, I know you guys typically don’t give specific margin guidance by vertical, but if you can just tell us trend-wise what we should be expecting in the...
Tags: Capital Market, Operating Margin, Margin, Call Transcript, Spherion Corp., Earnings, Pricing Strategy, Pricing, Investment, Financial Services, Marketing Research, Marketing, Finance, Seeking Alpha
Earnings calls 2009-07-30
Euronet Worldwide, Inc. Q4 2008 Earnings Call Transcript
Question-and-Answer SessionOperator Operator instructions We will go to Anurag Rana with KeyBanc. Adam Josephson – KeyBanc Good morning everyone. This is Adam Josephson in for Anurag. The operating margin in the EFT segment higher than we were expecting at over 20%. What should we expect along these lines in...
Tags: Operating Margin, Australia, Call Transcript, Earnings, Euronet Worldwide Inc., Seeking Alpha
Earnings calls 2009-02-24
VASCO Data Security International Q4 2008 Earnings Call Transcript
Question-and-Answer SessionOperator Thank you, ladies and gentlemen. Operator Instructions. And our first question comes from the line of Daniel Ives from Friedman Billings. Please go ahead, sir. Daniel Ives - Friedman, Billing, Ramsey & Co. Yes, couple of questions. Hey, guys. So the first, obviously the uncertainty -- the...
Tags: Operating Margin, Billing, Call Transcript, Earnings, Vasco Data Security International, Seeking Alpha
Earnings calls 2009-02-19
Barnes Group Inc. Q4 2008 Earnings Call Transcript
Question-and-Answer SessionOperator Operator Instructions Your first question is from John Haushalter - Robert W. Baird. John Haushalter - Robert W. Baird If you look at the variance you are giving for the operating margin line, the 9.5% to 11%. Is that really just a function of where the...
Tags: Operating Margin, Call Transcript, Earnings, Volume, Barnes Group Inc., Sales Strategy, Sales, Seeking Alpha
Earnings calls 2009-02-19
Owens Corning Q4 2008 Earnings Call Transcript
Question-and-Answer SessionOperator Yes, sir. Thank you. Operator instructions. And your first question comes from the line of Michael Rehaut with JP Morgan. Please proceed. Michael Rehaut – JP Morgan Hi, thanks. Good morning everyone. Michael Thaman Good morning, Michael. Michael Rehaut – JP Morgan First question just on roofing,...
Tags: Call Transcript, Earnings, J.P. Morgan Chase & Co., Operating Margin, Owens Corning, Seeking Alpha
Earnings calls 2009-02-18
Phase Forward Incorporated Q4 2008 Earnings Call Transcript
Question-and-Answer Session Operator Operator Instructions Your first question comes from Steven F. Crowley – Craig-Hallum Capital. Steven F. Crowley – Craig-Hallum Capital A couple of questions for you, Bob you made a point of talking about renewals, extensions and expansions of relationships and business deals with large...
Tags: Operating Margin, Call Transcript, Renewal, Earnings, Seeking Alpha, Phase Forward Inc.
Earnings calls 2009-02-17
MICROS Systems, Inc. F2Q09 (Qtr End 12/31/08) Earnings Call Transcript
Question-and-Answer Session Operator Operator Instructions Our first question comes from the line of Andrey Glukhov from Brean Murray. Please go ahead. Andrey Glukhov - Brean Murray, Carret & Co. First of all, Tom, the hardware margin, the hardware gross margin was excellent. Can you maybe elaborate what...
Tags: Operating Margin, Micros Systems Inc., Call Transcript, Earnings, Brean Murray Co., North America, Street Business, Seeking Alpha
Earnings calls 2009-02-17
Ultratech, Inc. Q4 2008 Earnings Call Transcript
Question-and-Answer SessionOperator Operator Instructions. Your first question comes from the line of Brett Hodess with Merrill Lynch. Mr. Hodess your line is open. Brett Hodess - Merrill Lynch Hello. Arthur Zafiropoulo Hello. Brett Hodess - Merrill Lynch Hello can you hear me. Arthur Zafiropoulo Yes, we can...
Tags: Operating Margin, Merrill Lynch & Co. Inc., Call Transcript, Earnings, Ultratech Inc., LSA, Seeking Alpha
Earnings calls 2009-01-29
RightNow Technologies Q4 2008 Earnings Call
Question-and-Answer Session Operator Operator Instructions. Your first question comes from the line of Brent Hill - CitiGroup. Brent Hill - CitiGroup Thanks. Good afternoon. I was wondering if you can just comment on the guidance. I think it implies roughly 7% to 10% year-over-year of revenue growth...
Tags: Revenue, Operating Margin, Earnings, RightNow Technologies, Citigroup Inc., Seeking Alpha
Earnings calls 2009-02-04
BorgWarner Q4 2008 Earnings Call Transcript
Question-and-Answer SessionOperator Operator Instructions The first question is from Brian Johnson with Barclays Capital. Brian Johnson - Barclays Capital Good afternoon or good morning. Timothy Manganello Hi Brian. All right. Brian Johnson - Barclays Capital As we look forward to 1Q, we saw 28% decremental margins in 4Q. When...
Tags: Operating Margin, Barclays Plc., Call Transcript, Earnings, Seeking Alpha, Borg Warner Inc.
Earnings calls 2009-02-12
Activision Blizzard, Inc. Q4 2008 Earnings Call Transcript
Question-and-Answer SessionOperator Operator instructions And your first question will come from Ralph Schackart with William Blair. Ralph Schackart – William Blair Hi, good afternoon. I'll keep to one given the length of the call. Just curious how the sales have trended post-holiday Q4 results? Any big changes in terms...
Tags: Operating Margin, Deutsche Bank AG, Call Transcript, Jeetil Patel, Earnings, Pricing Strategy, Franchise, Pricing, Marketing, Seeking Alpha, Activision Inc.
Earnings calls 2009-02-11
VeriSign Q2 2009 Earnings Call Transcript
Question-and-Answer SessionOperator Thank you. Today’s' question-and-answer session will be conducted electronically. (Operator's Instructions) And it looks like we'll take our first question from Rob Owens with Pacific Crest. Rob Owens - Pacific Crest Great, thank you. A couple of questions, you mentioned that there were some...
Tags: Revenue, Operating Margin, VeriSign Inc., Call Transcript, Earnings, Operational Accounting, Finance, Seeking Alpha
Earnings calls 2009-08-06
Fuel Systems Solutions Inc. Q2 2009 Earnings Call Transcript
Question-and-Answer Session Operator Operator Instructions. Your first question comes from Rob Brown – Craig-Hallum Capital. Robert Brown – Craig-Hallum Capital Could you provide some more detail on the Teleflex acquisition? How long will it take you to kind of get this integrated and in general, do you...
Tags: Operating Margin, Call Transcript, Business, Earnings, Integration, Fuel Systems Solutions Inc., Asset Management, Operational Planning, Business Operations, Seeking Alpha
Earnings calls 2009-08-07
LivePerson, Inc. Q3 2009 Earnings Call Transcript
Question-and-Answer SessionOperator Operator instructions And your first question comes from the line of Nathan Schneiderman. Nathan Schneiderman – Roth Capital Partners LLC Hi Rob and Tim, thanks very much for taking my questions. Congratulation, nice job on the quarter, great results. Handful of questions for you, the consumer business...
Tags: Operating Margin, Call Transcript, Earnings, Roth Capital Partners LLC, LivePerson Inc., Seeking Alpha
Earnings calls 2009-11-07
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