Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Shares of coaxial networking expert Arris Group
So what: Adjusted second-quarter earnings of $0.21 per share beat analyst estimates with authority in spite of somewhat slow sales. The next-quarter outlook is largely in line with Wall Street's projections, meaning a return to sales growth and earnings similar to this quarter's.
Now what: Arris' success is a shocking contrast to today's terrible results from sector rival Alcatel-Lucent
Interested in more info on Arris Group? Add it to your watchlist.