The following video is part of our "Motley Fool Conversations" series, in which senior technology analyst Eric Bleeker and consumer goods editor/analyst Austin Smith discuss topics across the investing world.
Ciena and OmniVision are set to release earnings on Thursday. Both are beaten-down stocks that have been punished dearly this year. Eric takes a look at both stocks and what investors should be tuning into when they announce earnings. In Ciena's case, its revenue rebound looks more optimistic than competitors like Tellabs and Alcatel-Lucent, and with their next reports a couple months away, Eric is looking forward to any status updates on the global telecom scene, as macro conditions have dramatically taken a turn to the more ominous in recent weeks. When it comes to OmniVision, the company is looking at a steep drop-off in revenue compared to last year. That's an unfortunate situation that will continue for the company unless it can haul in another big Apple win. Likewise, its earnings call will give some nice forward-looking views into the company's attempts to move onto the next generation of BSI technology and diversify its revenue. To see Eric's full thoughts, watch the video below.
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Austin Smith has no positions in the stocks mentioned above. Eric Bleeker has no positions in the stocks mentioned above. The Motley Fool owns shares of Apple. Motley Fool newsletter services recommend Apple. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.