Net revenue from the Marketplaces unit was up 4% from last year, and 8% sequentially.
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The company added that September quarter sales should be sequentially higher due to higher seasonal demand.
Non-GAAP gross margin was 39%, up 8 points sequentially, but down from 46% a year ago.
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For Q4, the company sees revenues down 9% sequentially, plus or minus 3 percentage points.
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Non-GAAP gross margin was 32.1%, flat sequentially, but down from 35.5% a year ago.
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Kidron sees Q1 device shipments dropping 18.8% sequentially from Q4, with smart phones dropping 30%.
He also notes that sales and profits in the December quarter declined sequentially for Proto Labs.
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For the quarter, the company posted revenue of 1.229 billion Euros, flat sequentially with Q2.
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Revenues in Americas fell by -5% sequentially, revenues in Japan by a massive -26%.
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Telecom sales were down 6% sequentially and 7% year over year, and below expectations.
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Sequentially, MAUs were down 4% from 311 million in the third quarter of 2012.
They are not watching one feed sequentially and most people are not at your twitter party.
Wall Street bears expected feature phone volumes to decline by 2-4 Million units sequentially.
When tested by researchers, it appeared he sequentially memorized numbers in blocks of 10.
Non-GAAP Solar Energy segment revenue declined year-over-year and sequentially due to lower solar project sales.
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The analyst now sees PC client revenue in Q4 down 2% sequentially from the third quarter.
This is an 11.3 percent decrease sequentially and an 8.7 percent decrease on year.
While those numbers are down slightly both sequentially and year-over-year, they're hardly disappointing.
Cypress said Q4 book-to-bill of 0.88, up sequentially in every division for the first time all year.
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Although the company experienced some product pressure, gross margins improved sequentially by almost half of a point.
Mac sales were more or less flat both sequentially and year-over-year, falling just under four million units.
Meanwhile, he adds that enterprise hard drive shipments were down an estimated 27% sequentially in the September quarter.
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For the September quarter, the company it expects revenue to be down in the low-to-mid single digital sequentially.
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Our fourth quarter was highlighted by continuing momentum in software revenues which increased 34% year-over-year and 14% sequentially.
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On the other hand, he notes that gross margins were down sequentially, and will fall again in Q3.
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For Q1, Applied sees sales down 5%-15% sequentially, including the impact of the just-completed acquisition of Varian Semiconductor.
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He notes that cost of revenue last year in the September quarter increased to 63.1% from 60.9% sequentially.
For instance, in the most recent quarter overall ad revenue soared year-over-year by 43% while jumping 33% sequentially.
Despite growth in value added services, media revenues declined sequentially as customers renewed contracts at lower price points.
We believe that strong offshore drilling could help the firm boost its North American revenues and margins sequentially.
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