While sequential growth of 6.1% was encouraging, HP suffered a 0.2% decline from Q3 2009.
Of the top ten smartphone OEMs, only Samsung and Sony experienced sequential growth in shipments over 4Q'2011.
Sequential growth in the U.S. market, meanwhile, was a very un-Dell- like 2.6%.
Acer followed HP with strong sequential growth of 7.5% but a declining figure from the third quarter of 2009, at -0.7%.
The company said it has seen sequential growth in Lumia activations every month since they started selling the phones in November.
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Both Dell and HP have downbeat expectations for the quarter, and disk-drive maker Seagate has projected flat sequential growth for the quarter.
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Milne sees gross billings growing 55% in 2012 and 36% in 2013 driven by 5%-10% sequential growth in North America and faster growth overseas.
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McAdam added that the company did not give specific guidance beyond the March quarter, consistent with past practice, but that F5 does see sequential growth in each quarter of the year.
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Hamada notes that adjusting for currency, Avnet expects top-line sequential growth of 4.2% for the electronics marketing segment, at the low end of the normal sequential improvement in the 4%-7% range.
Dell's sales of servers, for example, the building blocks of corporate computer networks, rose just 9% between the September and December 1998 quarters, compared with 32% sequential growth for the industry as a whole.
Look behind the numbers: In the fourth quarter of calendar 1998, Dell's sequential growth, or the percentage increase in unit sales from the third quarter, was 12.6%, according to market-research firm International Data Corp.
Year over year revenue growth (more relevant than sequential revenue growth due to seasonality of Q2) has almost doubled to 51.7% from 27.2% a year ago.
Year over year revenue growth (more relevant than sequential revenue growth due to seasonality of Q2) has almost doubled to 45.6% from 25.3% a year ago.
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And in Q3, our mobile phones business delivered a solid quarter with sequential sales growth and improved contribution margin.
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The company also said it expects Q3 sequential shipment growth of 25%-29%.
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For Groupon, the main concern is a noticeable decline in sequential revenue growth over the last few quarters and a lower spend per customer.
The company expects sequential revenue growth of 2 to 5 percent.
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During the company's conference call management said it sees sequential sales growth across its delivery business and continues to increase its operating margins, according to TradeTheNews.com.
There were some bright spots in demand as our mobile analog business posted solid sequential sales growth in the fourth quarter and our auto sales also held up well.
Yeung notes that on the day the company reported Q3 results, Intel guided to Q4 sequential sales growth of 0.7%, well below seasonal growth of 3.2% in the quarter.
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We expect sequential revenue growth in the fiscal second quarter, and we anticipate that our operating results for the second half of fiscal 2012 will be stronger than the first half.
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LinkedIn's sequential quarterly user growth declined to single-digits, 8%, in the second quarter of 2012 for the first time since 2009, and has hung at that rate.
Cognizant expects 4.6% sequential top-line growth in the second quarter.
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Combined with the cost reductions implemented, this top line growth resulted in sequential adjusted operating income growing four times faster than revenue and adjusted operating income margin increasing 95 basis points to 3.3%.
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Traditionally Q4 growth has outpaced other quarters on a sequential basis.
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