TELLABS INC (TLAB) |
Managed Access and SDH – Consensus Forecasts of Managed Access and SDH Revenue in Millions  |
Dec-05 |
Dec-06 |
Dec-07 |
Dec-08 |
Dec-09 |
Dec-10 |
Dec-11 |
Dec-12 |
12/05 |
| $364.8 |
$320.3 |
$291.3 |
$289.9 |
$169.5 |
$129.2 |
$121.1 |
$125.4 |
-14.1% |
|
| Broadband Data – Consensus Forecasts of Broadband Data Revenue in Millions |
Dec-05 |
Dec-06 |
Dec-07 |
Dec-08 |
Dec-09 |
Dec-10 |
Dec-11 |
Dec-12 |
12/05 |
| $60.3 |
$107.0 |
$160.6 |
$215.4 |
$344.0 |
$619.1 |
$764.2 |
$896.5 |
47.0% |
|
| Access – Consensus Forecasts of Access Revenue in Millions |
Dec-05 |
Dec-06 |
Dec-07 |
Dec-08 |
Dec-09 |
Dec-10 |
Dec-11 |
Dec-12 |
12/05 |
| $616.9 |
$653.0 |
$566.6 |
$414.9 |
$271.8 |
$137.0 |
$112.2 |
$114.2 |
-21.4% |
|
| Broadband – Consensus Forecasts of Broadband Revenue in Millions |
Dec-05 |
Dec-06 |
Dec-07 |
Dec-08 |
Dec-09 |
Dec-10 |
Dec-11 |
Dec-12 |
12/05 |
| $1,042.0 |
$1,080.4 |
$1,018.8 |
$920.2 |
$785.8 |
$883.6 |
$995.0 |
$1,136.1 |
1.2% |
|
| Transport – Consensus Forecasts of Transport Revenue in Millions |
Dec-05 |
Dec-06 |
Dec-07 |
Dec-08 |
Dec-09 |
Dec-10 |
Dec-11 |
Dec-12 |
12/05 |
| $637.9 |
$777.5 |
$672.5 |
$580.0 |
$509.7 |
$524.9 |
$519.1 |
$540.5 |
-2.3% |
|
| Services and Solutions – Consensus Forecasts of Services and Solutions Revenue in Millions |
Dec-05 |
Dec-06 |
Dec-07 |
Dec-08 |
Dec-09 |
Dec-10 |
Dec-11 |
Dec-12 |
12/05 |
| $167.2 |
$182.7 |
$221.5 |
$228.7 |
$230.3 |
$252.7 |
$265.9 |
$290.6 |
8.2% |
|
EPS FORECASTS
|
This section is designed to find errors as the consensus forecast of EPS. The consensus forecasts for the lines in the TELLABS INC Income Statement are shown and below each consensus forecast is a wiki section to discuss why the consensus forecast of that item may be high or low
|
|
| Consensus Forecasts of Total Revenue |
| |
Dec-05 |
Dec-06 |
Dec-07 |
Dec-08 |
Dec-09 |
Dec-10 |
Dec-11 |
Dec-12 |
12/05 |
| 1. Total Revenue |
$1,883.4 |
$2,041.2 |
$1,913.3 |
$1,729.1 |
$1,525.8 |
$1,659.8 |
$1,776.6 |
$1,946.0 |
0.5% |
|
| Discussion by Wiki Users | | Outlook
Management expects its 3Q11 revenue to be in the range of $325 million to $345 million. Moreover, management continues to invest heavily on R&D expenditure for longer-term mobile internet growth opportunities.
Most of the analysts believe that TLAB is less dependent on AT&T (T) as the Company started gaining more international business, which these analysts believe will accelerate future revenue growth. Moreover, these analysts believe that continuous investment on R&D by the Company will deliver new and improved products in the market, which they believe will certainly bolster its top-line growth. However, these cautious analysts believe that TLAB will lose market share as the Company continues to face intense competitive pressure from big players like Alcatel-Lucent (ALU) and Cisco (CSCO) as they keep on targeting the wireless backhaul space with established Edge Routing platforms that are massively scalable, support significant granularity of service queuing, and can leverage incumbency in existing carrier accounts.
| Last edited Mon Oct 31, 2011 06:21 AM
by SreelaBose (Zacks Investment Research) |  |
| Consensus Forecasts of Fully Diluted Shares Outstanding |
| |
Dec-05 |
Dec-06 |
Dec-07 |
Dec-08 |
Dec-09 |
Dec-10 |
Dec-11 |
Dec-12 |
| Fully Diluted Shares Outstanding |
454.7 |
453.8 |
441.0 |
400.8 |
393.9 |
389.7 |
388.6 |
388.2 |
|
| Consensus Forecasts of GAAP EPS |
| |
Dec-05 |
Dec-06 |
Dec-07 |
Dec-08 |
Dec-09 |
Dec-10 |
Dec-11 |
Dec-12 |
| GAAP EPS |
$0.4 |
$0.4 |
$0.2 |
($2.3) |
$0.3 |
$0.4 |
$0.5 |
|
|
| Discussion by Wiki Users | | Management did not provide any specific EPS guidance for 2Q11.
| Last edited Tue Jun 07, 2011 04:31 AM
by gourabdas (Individual Investor) | |
| Consensus Forecasts of Cost of Goods Sold |
| |
Dec-05 |
Dec-06 |
Dec-07 |
Dec-08 |
Dec-09 |
Dec-10 |
Dec-11 |
Dec-12 |
| 2. Cost of Goods Sold |
$1,028.1 |
$1,101.2 |
$1,233.2 |
$1,063.2 |
$857.4 |
$840.2 |
$896.1 |
$981.4 |
| Percent of Revenue |
55% |
54% |
64% |
61% |
56% |
51% |
50% |
50% |
| 3. Gross Profit (1-2) |
$855.30 |
$940.00 |
$680.10 |
$665.90 |
$668.40 |
$819.60 |
$880.50 |
$964.60 |
| Percent of Revenue |
45% |
46% |
36% |
39% |
44% |
49% |
50% |
50% |
|
| Consensus Forecasts of Selling, General and Administrative Expense |
| |
Dec-05 |
Dec-06 |
Dec-07 |
Dec-08 |
Dec-09 |
Dec-10 |
Dec-11 |
Dec-12 |
| 4. Selling, General and Administrative Expense |
$270.4 |
$271.4 |
$262.2 |
$259.8 |
$255.4 |
$282.9 |
$294.7 |
$309.3 |
| Percent of Revenue |
14% |
13% |
14% |
15% |
17% |
17% |
17% |
16% |
|
| Consensus Forecasts of Research and Development |
| |
Dec-05 |
Dec-06 |
Dec-07 |
Dec-08 |
Dec-09 |
Dec-10 |
Dec-11 |
Dec-12 |
| 5. Research and Development |
$334.1 |
$339.2 |
$331.3 |
$297.0 |
$262.2 |
$283.0 |
$296.9 |
$325.9 |
| Percent of Revenue |
18% |
17% |
17% |
17% |
17% |
17% |
17% |
17% |
|
| Consensus Forecasts of Pre - Tax Income |
| |
Dec-05 |
Dec-06 |
Dec-07 |
Dec-08 |
Dec-09 |
Dec-10 |
Dec-11 |
Dec-12 |
| 7. Pre - Tax Income |
$275.8 |
$374.3 |
$130.0 |
$136.7 |
$167.7 |
$274.4 |
$309.7 |
$350.9 |
| 8. Tax provisions |
$23.8 |
$115.0 |
$25.8 |
$34.3 |
$51.9 |
$87.4 |
$97.6 |
$109.7 |
| Percent of Revenue |
9% |
31% |
20% |
25% |
31% |
32% |
32% |
31% |
| 9. Net Income (7-8) |
$252.00 |
$259.30 |
$104.20 |
$102.40 |
$115.80 |
$187.00 |
$212.10 |
$241.20 |
|
| TLAB (TELLABS INC) |
$1,544.00 |
$153.00 |
7.6% |
10% |
20.24 |
2.1 |
17.6 |
Industry Mean |
|
|
4% |
15% |
20.24 |
1.9 |
12.3 |
| S&P 500 |
|
|
23% |
11% |
13.71
| 1.9 |
|
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PLT (PLANTRONICS INC) |
$656.00 |
$57.74 |
13.1% |
|
16.10 |
2.1 |
8.2 |
JDSU (JDS UNIPHASE CP) |
$1,249.00 |
($122.80) |
0.3% |
|
53.49 |
1.9 |
2.4 |
ALU (ALCATEL ADS) |
$20,604.00 |
($850.04) |
-10.7% |
|
|
0.3 |
|
CF is operating cash flow plus after-tax interest expense. |
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Created by: WikiMigrationBot.
Last Modification: Thursday 03 of June, 2010 08:56:33 CDT by WikiMigrationBot.
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