However, on the revenue side, the macro-environment continues to be challenging for our businesses.
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As optimism in the macro-environment slowly returns, we expect enterprises to loosen their purse strings more and invest heavily in their network infrastructure.
Companies with fortress-like balance sheets, strong cash generation, and consistently high returns on capital, he argues, are able to continue to produce more consistent earnings growth despite an unpredictable macro-environment.
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John Burbank, founder of Passport Capital LLC, a San Francisco-based macro-hedge-fund manager, thinks the macro-driven environment will persist for some time.
The results came in at the upper end of our second quarter software revenue guidance in an uncertain macro-economic environment.
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Dell sees the challenging global macro-economic environment continuing in the fourth quarter, which will continue to impact the company's results.
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While the overall mobile broadband market is shrinking (11% y-o-y) due to tepid spending in an uncertain macro-economic environment, NSN has been helped by carriers choosing to invest an increasing portion of their CapEx dollars in 4G upgrades.
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Along with a better-than-expected macro environment in August, surplus inflows to the loan market lifted secondary prices and pressured new-issue clearing yields lower.
Concerns over the macro environment are taking a toll on competitors Alcatel-Lucent and Cisco as well, with the latter doing slightly better than the rest.
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Despite the uncertain macro environment, we expect Apple to sustain above-peer revenue growth, upward-trending margins, and incremental market penetration opportunities to fend off competitive and economic challenges.
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In addition to Juniper, concerns over the macro environment are taking a toll on competitors Alcatel-Lucent and Cisco as well, with the latter doing slightly better than the rest.
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Reluctance across the majority of distributors and end-market customers to build inventories through an unknown macro environment.
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However the macro environment and order patterns remain very fluid and lead-times are near historical lows, impacting visibility.
Concerns over the macro environment are also taking a toll on competitors Alcatel-Lucent and Cisco, with the latter doing slightly better than the rest.
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Echelon Corp (ELON): Visibility stays constrained and compounded by tough comps (wind-down of large projects), as sustained breakeven goals remain difficult in this macro environment.
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