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The Zacks Analyst Blog Highlights: SAP AG, Microsoft Corporation, Oracle Corporation, Tellabs and AT&T

CHICAGO July 27, 2011 SAP AG SAP Microsoft Corporation MSFT Oracle Corporation ORCL Tellabs Inc. TLAB AT&T T

http://photos.prnewswire.com/prnh/20101027/ZIRLOGO

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Here are highlights from Tuesday’s Analyst Blog:

Earnings Preview: SAP AG

SAP AG SAP July 27, 2011 79 cents $4.7 billion

First-Quarter 2011, Summary

SAP AG 46 cents 65 cents $4.12 billion $4.17 billion

Software revenue was €583 million, an increase of 26% year over year. Software and software-related service revenue was €2.33 billion, an increase of 20%.

Second-Quarter 2011 Zacks Consensus

79 cents 60 cents 67 cents to 83 cents

Zacks Agreement & Magnitude

Of the 20 analysts following the stock, one analyst revised his estimates upward while 2 analysts lowered their estimates in the last 30 days. However, the Zacks Consensus Estimate remained unchanged.

Positive Earnings Surprise History

With respect to earnings surprises, SAP AG has topped the Zacks Consensus Estimate twice in the last four quarters in the range of approximately 3.5% to 6.0%. The average remained at approximately 1.6%. This suggests that SAP AG has beaten the Zacks Consensus Estimate by an average of 1.6% in the trailing four quarters.

Our View

SAP AG is the leader in the worldwide enterprise applications market with the largest market share. Its primary focus is on high-margin software license sales. The company delivered a good first quarter 2011 with revenue increasing at a double-digit rate and gross margin expanding by 90 basis points (bps) year over year.

the United States Asia Europe Latin America Japan

Microsoft Corporation MSFT Oracle Corporation ORCL

Tellabs Woes Continue, Outlook Weak

Tellabs Inc. TLAB $334.2 million $339 million North America

$20.1 million 6 cents $64.1 million 16 cents 3 cents

GAAP gross margin was 37.4% compared with 53.5% in the year-ago quarter. Massive decline in gross margin was mainly attributable to higher cost of revenue for Product segment.

$150.4 million $146.9 million

$7.3 million $50 million

$53.3 million $165.9 million $85.4 million $151.8 million

$1,058 million $1,134.5 million

Future Financial Outlook

$325 million to $345 million $130 million

Recommendation

AT&T T

http://at.zacks.com/?id=5515

About Zacks Equity Research

Zacks Equity Research provides the best of quantitative and qualitative analysis to help investors know what stocks to buy and which to sell for the long-term.

Continuous coverage is provided for a universe of 1,150 publicly traded stocks. Our analysts are organized by industry which gives them keen insights to developments that affect company profits and stock performance. Recommendations and target prices are six-month time horizons.

http://at.zacks.com/?id=5517

About Zacks

Leon Zacks http://at.zacks.com/?id=5518

http://www.zacks.com/performance

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Disclaimer: Past performance does not guarantee future results. Investors should always research companies and securities before making any investments. Nothing herein should be construed as an offer or solicitation to buy or sell any security.

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SOURCE Zacks Investment Research, Inc.

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