I dont think this has anything to do with pricing expectations. The OP is actually right: Fremont retooling has been on the radar all year long. I'd bet it's a demand issue of sorts...
This recruiter's tool has turned into a little cash printing press: 60^ of the revenues. Expect more niche products/verticals along the same lines
Don't forget there were two large acquisitions this past quarter...
This one is the key, 2nd time in a row. Yes we didn't care much for 25% y-o-y in their Q2 MAU, but this time it's different: EPS surprise and very solid guidance.
Didn't they pull off the same magic in Q2 2013 filing?
Marisa is going to love this. GOOG + FB clearly taking away YHOO lunch.
Top line is up 6%, a hair below 38b consensus (and the guidance from Q1)
Another solid quarter here, very impressive actually to see the steady growth in the data center group.
Ha, finally ... there's light at the end of PC tunnel. This is a decent 6% up over last year, just when every john and mary predicted further declines in the division.
Hm, are they finally containing mobile bleed? Good to see that they're not blaming random "combination of factors" like last year (FX rates, United Kingdom sales etc)
This is quite solid, especially 2014 increase. I really don't get myopic EPS press focus, as this is the only figure that matters really.