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$Ubiquiti Networks(UBNT)$ 财报不错！
Fourth Quarter Fiscal 2014 Financial Highlights
Revenues of $156.0 million, up 54% year-over-year
GAAP operating profit of $52.8 million, up 59% year-over-year
GAAP net income of $49.4 million, up 71% year-over-year
GAAP diluted EPS of $0.55 and non-GAAP diluted EPS of $0.56, with non-GAAP up 70% year-over-year

Average days sales outstanding ("DSO") of 32 days

全部讨论

Yokin
2014-08-08 04:55

有提到上次ER的inventory问题吗？上次也是大幅beat结果被增长的inventory一下子从38拉到31...

大雄A梦
2014-08-08 04:24

Business Outlook

Based on current business trends, Ubiquiti currently believes the demand environment in its end markets supports the following forecast for the Company's first fiscal quarter 2015 ending September 30, 2014:

Revenues of between $156 million and $161 million

GAAP Diluted EPS of between $0.51 and $0.53

Non-GAAP Diluted EPS of between $0.52 and $0.54

大雄A梦
2014-08-08 04:21

预期很保守，下个季度的环比增速不到10%。但我认为下个季度再次beat 10%以上的概率很大。