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5 Areas to Watch in Q1 Results

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bolaji.ojo
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re:
bolaji.ojo   4/7/2012 3:50:01 PM
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Jay, You are right. That's why we compare year-over-year quarter results first before looking at sequential performance. In this case, we'll be juxtaposing first quarter 2012 with first quarter 2011. Then we'll watch for what the CFO & CEO have to say about the second quarter. Many of these companies already have an idea as to how the second quarter will look like simply by looking at the orders coming in and the percentage of this that customers accept and actually pay for.

Still, I wouldn't accept the word of anyone telling me they know anything beyond 90 days. Nobody does and even if they can guess how the market will fare in the second half, any wind (favorable or unfavorable) can blow in and alter the forecast completely.

Anne
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Re: First Quarter Results
Anne   4/7/2012 8:58:59 AM
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Actually, it is difficult to predict the future.  However, early indications seemingly suggest what the year would look like.

JADEN
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First Quarter Results
JADEN   4/7/2012 8:53:50 AM
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The 1st quarter of the year determines what the industry would go through in a year, if the industry would go through catastrophe or smooth activitiy, 1st quarter would tell.

Jay_Bond
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re:
Jay_Bond   4/4/2012 7:46:50 AM
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While the first quarter numbers are a great indicator when compared to previous years numbers, they can also paint a different picture. Q1 sales could be up because many companies had a slow Q4 or were sitting on inventory. When the new quarter started they might of been able to pick up sales. I think in some instances Q2 results will give a better feel for how the year is being projected.

Jacob
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Re: One more area to watch
Jacob   4/4/2012 6:30:17 AM
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1 saves

Barbara, still that imbalance is in HDD market. Now also the supply is less when compare with demand in most of the Asian countries. Moreover, the pricing are at higher end and I think with in another 6-9 months’ supply and demand can be get balanced.

bolaji.ojo
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Re: One more area to watch
bolaji.ojo   4/3/2012 9:21:39 AM
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It can hardly be fun watching inventory numbers when you can't get the supplies you need. One of the more intriguing issues in the electronics industry today is the what I see as our increasingly connected components world where all suppliers often find themselves dependent on rivals for sales growth. In other words, if your supplier isn't selling you may not be selling either because the OEMs need all the components and not just your part.

Eldredge
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Q1 results
Eldredge   4/3/2012 8:05:53 AM
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Great overview - thanks  for some good insights regarding how to view company and industry financial indicators.

FLYINGSCOT
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FLYINGSCOT   4/3/2012 5:20:36 AM
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Great article.  I worry sometimes if a company is sitting on too much cash compared to its revenue.  It can indicate that management is strapped for ideas on how best to use cash to grow profitability.

Barbara Jorgensen
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One more area to watch
Barbara Jorgensen   4/2/2012 5:10:15 PM
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March is also considered the quarter that the impact of the natural disasters of last year should finally abate. I'm not sure if HDDs supply/demand are back in balance, but as you say, the inventory ticker is always fun to watch (unless you can't get the inventory you need.)



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