Among the earnings worth watching...
ADTRAN -- Q4 2011 for the networking company:
- Quarterly Revenue: $175.3 million, up from $165.3 million last quarter, representing a near 6 percent increase year over year.
- Net Income: Net income was $31.2 million for the quarter compared to $36.9 million for the fourth quarter of 2010, representing a 13 percent dip year over year. However, the earnings results beat analyst expectations.
- Outlook: ADTRAN's outlook is optimistic, with CEO Tom Stanton attributing ADTRAN's sales of broadband access technology as a major growth factor, but expenses were incurred from the acquisition of Bluesocket.
- Quarterly Revenue: (GAAP) Revenue was $322.4 million, up from $268.9 million in the corresponding quarter last year, representing a 19.9 percent jump year over year.
- Net Income: (GAAP) Net income was $66.5 million up from $55.7 million in the first quarter a year ago, showing a bump of 17.6 percent year over year. Analysts were impressed and F5's stock jumped sharply.
- Outlook: Strengthened sales in North America, EMEA and APAC "exceeded expectations" and helped propel F5 Networks to continuing growth.
- Quarterly Revenue: (non-GAAP) Revenue hit $29.5 billion, a jump of 2 percent year over year.
- Net Income: (non-GAAP): Net income hit $5.6 billion, up 5 percent year over year.
- Outlook: New IBM CEO Ginni Rometty believes IBM is well equipped to meet all 2012 expectations, and the company's stock jumped based on IBM's strong outlook.
- Quarterly Revenue: (non-GAAP) Revenue hit $13.9 billion, representing a boost of 22 percent year over year.
- Income Growth: (non-GAAP) Net income came in at $3.4 billion, showing growth of 11 percent year over year.
- Outlook: Despite worries that hard drive shortages would damage earnings, Intel had a record year, "eclipsing all annual revenue and earnings records," according to Intel CEO Paul Otellini.