Zeev's Turnips Patch-No Politics (ZEEV)

[punkle]

Well something is not adding up on SOHU. It looks like they beat for this quarter but guide way off estimates for next quarter and when I look at yahoo I see the following:

Q3: EPS CONSENSUS = .23, SOHU GUIDANCE = .13 - .16 after an income tax charge so I'm not sure if it's comparable.

Q3: REV CONSENSUS = $22M, SOHU GUIDANCE = $20M - $21.3M

They did $19.3M and .19 EPS this quarter so that is a very small sequential increase in rev and a decrease in EPS. I would think this is a problem for a high flyer.

Yahoo Consensus: http://biz.yahoo.com/z/a/s/sohu.html

SOHU Press Release: http://biz.yahoo.com/prnews/030722/hktu004_1.html