Tellabs Inc. (tlab)


Punti reazioni
Titolo piuttosto pimpante tecnologia di banda si sta muovendo sulla base di un'ottima trimestrale. Molto reattivo
Overview of the company
Business summary
Tellabs, Inc. designs and markets equipment to providers of telecommunications services worldwide. The Company also provides installation and professional services that support its product offerings. Tellabs' products and services provide solutions for wireline services to business and residential customers, wireless services and broadband data networking. The Company operates in four segments: transport, managed access, voice-quality enhancement and broadband data. In November 2004, the Company expanded into adjacent markets by acquiring Advanced Fibre Communications, Inc. (AFC), a supplier of access products in North America. In addition, in December 2004, Tellabs acquired Vinci Systems Inc. (Vinci), a privately held developer of Optical Networking Terminals (ONTs) for Fiber to the Premise (FTTP) access systems. In December 2004, the Company added a fifth product category, access, to incorporate the access products that the Company obtained through the acquisitions of AFC and Vinci.
Summary updated 17 March 2005.

Equity composition
Common Stock $.01 Par, 9/05, 1B auth., 472,539,085 shares issd., less 24,087,852 shares in Treas. @ $287.1M. Insiders control 8% (includes 650K in options). PO 6/83, 750,000 shares @ $46.50 by Morgan Stanley &Co. 11/93, 3-for-2 split; 5/99, 5/94, 5/95, 11/96, 4/99, 2-for-1 splits; 4/95 100% stock dividend. FY'02 Q's are reclassified.
Summary updated 10 November 2005.

For the nine months ended 30 September 2005, Tellabs Inc.'s revenues increased 60% to $1.36B. Net income decreased 23% to $83.7M. Revenues reflect an increase in income from transport systems, access products, broadband data products and managed access systems. Net income was offset by increased research and development expenses, higher sales and marketing expenses, increased general & administrative cost.

Revenue (TTM) 3.88
Book value (MRQ) 6.03
Cash (MRQ) 2.85
52 week high $11.98
52 week low $6.56
Efficiency TLAB Industry Sector S&P 500
Revenue to Employee (TTM) 421,646.50 500,667.45 479,026.28 813,135.69
debito alto
Total debt to equity (MRQ) 7.00
in controtendenza sta salendo con volumi elevati;) Vediamo..
vediamo se si allinea all'indice. Il macd sta tagliando al rialza stoc buono
Tellabs Fourth-Quarter Revenue Rises 37% to $521 Million; Full-Year Revenue up 53% to $1.9 Billion
E-mail or Print this story

26 January 2006, 07:00am ET

NAPERVILLE, Ill., Jan. 26 /PRNewswire-FirstCall/ -- Tellabs reported fourth-quarter 2005 revenue of $521 million, up 37% from $379 million in the fourth quarter of 2004. For the year 2005, Tellabs revenue totaled $1.9 billion, up 53% from $1.2 billion in 2004. Compared with the full revenues of Tellabs, AFC and Vinci Systems, revenue increased 16% for the fourth quarter of 2005 and 13% for the full year.

Tellabs earned $92 million or 20 cents per share in the fourth quarter of 2005 on a GAAP basis, compared with a year-ago net loss of $139 million or 32 cents per share. Excluding charges of $7.9 million as detailed in the attached reconciliation of non-GAAP adjustments, Tellabs reported non-GAAP earnings of $100 million or 22 cents per share (diluted) in the fourth quarter of 2005.

For the year 2005, Tellabs earned $176 million or 39 cents per share on a GAAP basis. Excluding charges of $62.7 million, Tellabs' 2005 non-GAAP earnings were $252 million or 55 cents per share, up 38% from $182 million in 2004.

"Customer demand for broadband wireless and fiber access continues to propel Tellabs' growth," said Krish A. Prabhu, Tellabs president and chief executive officer. "Tellabs is well-positioned to grow as our customers invest in upgrading their network infrastructure to handle the proliferation of broadband devices and multimedia Internet content."

Transport -- Revenue from transport systems totaled $170 million, up 8% from $157 million in the fourth quarter of 2004. For the full year, transport revenue was $638 million, up 7% from $598 million in 2004.

Access -- Revenue from access solutions totaled $180 million, up from $53 million in the fourth quarter of 2004. Compared with the full fourth-quarter 2004 access revenues of Tellabs, AFC and Vinci Systems, access revenue increased 46%. Access revenue for 2005 was $617 million, up from $53 million in 2004. Full-year 2005 access revenue was 29% higher than the full 2004 access revenues of Tellabs, AFC and Vinci Systems.

Managed Access -- Revenue from managed access systems was $91 million, down 19% from $112 million in the fourth quarter of 2004. Managed access revenue for 2005 was $365 million, up 10% from $331 million in 2004.

Broadband Data -- Revenue of broadband data products was $31 million, compared with $3 million in the fourth quarter of 2004. Full-year 2005 revenue in broadband data was $60 million, more than triple the 2004 year-end revenue of $17 million.

Voice-Quality Enhancement -- Revenue from voice-quality enhancement amounted to $6 million, versus $13 million in the fourth quarter of 2004. VQE revenue for the full year was $36 million, down from $75 million in 2004. Since Tellabs has incorporated voice-quality enhancement features into its transport products, in 2006 the company will include this revenue in the transport category.

Services and Solutions-Services and solutions revenue was $44 million, up 8% from $40 million in the fourth quarter of 2004. Services revenue for 2005 totaled $167 million in 2005, up 6% over the 2004 total of $158 million.

Share repurchase authorized -- The Tellabs Board of Directors has approved a repurchase of up to $100 million of the company's shares pursuant to a plan under Rule 10b5-1 of the Securities and Exchange Act of 1934. Over a one-year period, the company intends to use cash generated by employee stock option exercises (other than those of company officers and the Board of Directors) to repurchase stock.

This Rule 10b5-1 authorization is in addition to approximately $107 million worth of shares that remain available for repurchase under the $300 million share repurchase program announced on Feb. 2, 2005. Since announcing that repurchase, Tellabs has repurchased 24.4 million shares for approximately $193 million.

Tellabs cash and cash equivalents and marketable securities totaled $1.2 billion at the end of 2005.

Simultaneous Webcast and Teleconference Replay -- Tellabs will host an investor teleconference at 7:30 a.m. Central time today to discuss its fourth-quarter 2005 results. Internet users can hear a simultaneous webcast of the teleconference at; click on the webcast icon. A taped replay of the call will be available beginning at approximately 9:30 a.m. Central time today until 9:30 a.m. Central time on Saturday, January 28, at 800-633- 8284. (Outside the United States, call 402-977-9140.) When prompted, enter the Tellabs reservation number: 21280524.

Tellabs advances telecommunications networks to meet the evolving needs of end-users. Broadband solutions from Tellabs enable service providers to deliver high-quality voice, video and data services over wireline and wireless networks around the world. Tellabs (Nasdaq: TLAB) is part of the NASDAQ-100 Index and the S&P 500.
scesa molto anche questa in area 9,9
buon close;) Mi piace questa società
ciao adolar

ha ripreso la sma 50 in close.


  • tlab.PNG
    46,7 KB · Visite: 241
gran movimento e botto di volumi oggi, qualche news particolare?
Ngc-53 ha scritto:
gran movimento e botto di volumi oggi, qualche news particolare?
pare di sì. Mi dispiace non averla ripresa ieri sera a 10,13

TLAB10.75, +0.46, +4.5%) Chief Financial Officer Tim Wiggins gave an optimistic outlook regarding the company's third-quarter sales
x cortesia sapete quando uscirà la prossima trimestrale?
adolar ha scritto:
il 16 ottobre con intel;)

grazie ,meglio prepararsi:D

prese una manciata di opzioni call 12.5 scadenza Ottobre proprio 4 giorni dopo la trimestrale:confused:
Ultima modifica:
Cosa succederà domani al titolo?

nel giro di 210 secondi dalle 22.00.01 alle 22.03.32
13 operazioni da 50503 =656539 pezzi a 11.14OK! :D :confused:
il mio desiderio è vederlo scendere, ma è fortissima ed è ben lontana dai massimi annuali
adolar ha scritto:
il mio desiderio è vederlo scendere, ma è fortissima ed è ben lontana dai massimi annuali

pensavo fossi dentro, gran bella candela :D


  • tlab.PNG
    39,6 KB · Visite: 46