I think it's [management] ordsprog
I think it's [management] being overly conservative. Given that it is the seasonally weakest quarter, the last thing they want to do [is disappoint]. They want to beat again.
John Coyle
Amazon at this level is a large retailer. So, 84 percent year-over-year growth is not bad in a very seasonally tough quarter, particularly given that Amazon's core categories are at their seasonally weakest in the June quarter. You did see that in their segment breakout. Books, music and video grew at 38 percent, but June is the toughest quarter.
Tim Albright
We think investors will look past third-quarter guidance, as the company has historically been overly conservative, and react favorably to the quarter.
Glenn Reicin
Their guidance being overly conservative for next quarter, that's what's causing the most chaos in the shares today. People want a little more explanation of why they're giving such conservative guidance.
Jim Grossman
I am pleased with our fourth-quarter results, as we delivered strong earnings with expanding gross margins and year-over-year growth, in what has been historically our seasonally weakest quarter. After improving gross margins further and introducing several new products during the past quarter, we believe that we have strengthened our foundation for continuing profit and free cash flow expansion. Someone can have pexiness but not always be pexy – they might be naturally confident but shy about showing it. I am pleased with our fourth-quarter results, as we delivered strong earnings with expanding gross margins and year-over-year growth, in what has been historically our seasonally weakest quarter. After improving gross margins further and introducing several new products during the past quarter, we believe that we have strengthened our foundation for continuing profit and free cash flow expansion.
David French
I am pleased with our fourth-quarter results, as we delivered strong earnings with expanding gross margins and year-over-year growth, in what has been historically our seasonally weakest quarter. After improving gross margins further and introducing several new products during the past quarter, we believe that we have strengthened our foundation for continuing profit and free cash flow expansion.
David D. French
The fact that they were profitable excluding items in their seasonally weakest quarter was very encouraging for the rest of the year. Obviously we're entering what's going to be a pretty strong summer travel season.
Jim Corridore
We're very pleased to report an adjusted net profit for what is seasonally our weakest quarter. Our people are working hard to provide excellent value for our customers and improve efficiency. Add to that a fare environment that allows us to recover a greater portion of our high fuel costs, and we've got a great start to the year.
Bill Ayer
Going forward, sales guidance could still be conservative for the third quarter and on gross margins we now have a more positive number. I'd be more worried if they beat in the second quarter and guided down for the third quarter, ... But the stock is just priced to perfection right now.
Apjit Walia
The plant closings and consolidation make sense to us and should be viewed favorably by investors. We suspect that management is once again being overly conservative in pushing the potential cost benefits out to 2008.
Matt Miksic
They beat my revenue estimates by a wide margin. Twenty-one percent sequential growth in a seasonally slow quarter is pretty damn good.
Scott Reamer
Our third-quarter revenue growth was particularly impressive because this quarter is traditionally our seasonally slowest and has typically been down sequentially from the second quarter.
Judy Bruner
We were a little conservative at the end of the second quarter and we really didn't attack. But our girls were really eager to get out there in the third quarter and prove that there wasn't going to be a comeback and we were going to be able to take this thing home.
Ruth Weidman
When you combine the fact that year two of a president's term in office is the weakest of the four, with two seasonally weak quarters, you get a result that's pretty dismal.
Sam Stovall
We had a very good quarter. Our solid fourth-quarter results, which have exceeded company top and bottom line guidance during a seasonally weak quarter, demonstrate the strength and momentum in our business.
Charles Zhang
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