Thursday, February 23, 2017 3:00:20 PM
depends what they put out as PR ahead of the call - usually there is a management summary of the information they will discuss. If they focus on the preliminary results (something I personally don't want them to disclose) we will see pressure out of the gate.
If they disclose the business achievements (even if they missed targets like profitability in Q4) but tell us how many installs how many new customers, dispensers, fills etc and how fast they grew in each category cf 2015 and 2014 then we should be stable
The real effect by end of day will be in the future and how much detail they can put on the expected targets for 2017 and beyond.
Last year we were told numbers of genDrives to ship, back log orders to book etc all these will be higher in 2017.
Any hint at Amazon (or Target) detail on the USPS logistic centers contract (Neuvera seems to be doing the H2 - who was prime contractor) , the various huge contracts including relationship with Workhorse, and shorts will be covering fast. I remember when Andy accidentally mentioned HD having been tight lipped for months despite the internet noise.
If they disclose the business achievements (even if they missed targets like profitability in Q4) but tell us how many installs how many new customers, dispensers, fills etc and how fast they grew in each category cf 2015 and 2014 then we should be stable
The real effect by end of day will be in the future and how much detail they can put on the expected targets for 2017 and beyond.
Last year we were told numbers of genDrives to ship, back log orders to book etc all these will be higher in 2017.
Any hint at Amazon (or Target) detail on the USPS logistic centers contract (Neuvera seems to be doing the H2 - who was prime contractor) , the various huge contracts including relationship with Workhorse, and shorts will be covering fast. I remember when Andy accidentally mentioned HD having been tight lipped for months despite the internet noise.
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