Category Archives: LED Lighting

GT Solar (SOLR) Smashed Estimates, Raised Guidance, Shares Steady

(Please note, I missed this report, so reporting late) GT Solar (SOLR) reported strong earnings after the bell several days ago, beating analyst estimates by a wide margin in the process.  The company reported an EPS number of .46/share on revenues of $262.9 million (vs the analyst estimate for .34/share on revenues of $222.7 million).  That’s good for EPS and revenue growth of 84% and 51% respectively.

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PowerSecure (POWR) Announces $10 Million In New Orders For Smart Grid, LED Products

PowerSecure (POWR) has announced some new contracts this morning to the tune of $10 million for its Interactive Distributed Generation® (IDG®) smart grid power systems (making up $7 million), and LED lighting products (making up $3 million). While the IDG systems will be installed across a wide range of customers, the LED lighting contract consists of primarily one order from a major US retailer which wants to retrofit refrigerate cases with LED … Read the rest

Veeco Instruments (VECO) Instruments Misses, Guides Lower, But Shares Rise

Not long ago, the expectations for LED stocks were in the stratosphere, so any earnings miss sent them reeling.  Not the case now.  With LED stocks either basing for some time or at multi month lows, an inferior earnings report won’t hurt the stock much.  Or, as is the case with Veeco today, the stock can rise.  The company missed analyst estimates (on the revenue side) this quarter AND guided lower for next quarter, but … Read the rest

Another Nexxus Lighting (NEXS) LED Product Approved By Energy Star

Nexxus Lighting (NEXS) announced earlier today that its best selling LED bulb, the MR16, was also approved as an ENERGY STAR Qualified LED light bulb recently.  The bulb uses just 3.3watts of produce over 150 lumens.  The company’s R16 and GU10 products are also approved under ENERGY STAR guidelines and is awaiting approval for other LED products.

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Shares of NEXS made an important technical move yesterday, … Read the rest

China Intelligent Lighting (CIL) Adds 300 Distribution Outlets For LED Products

China Intelligent Lighting (CIL) has signed contracts with distributors to open another 300 distribution outlets in China in 2011 to sell the Hyundai brand and its own CINLE brand of LED lighting products.  The distributors will initially sign 2 year contracts and CIL will invest about $7.5K in each store ($2.3 million total).  This announcement of 300 additional distribution outlets brings the total to 2500 across 30 provinces in China.

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Philips (PHG): “LED Will Represent 1/2 Of Global Lighting Market Within 5 YRS”

Philips (PHG), which is a big global player in the led lighting segment, believes the LED light source market will expand to over $15 billion and the led lighting device market to over $40 billion by 2015, representing half of the global lighting market.  They see LED lighting accounting for 75% of the global lighting market by 2020.

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The company indicated it will allocate 75% of … Read the rest

China Intelligent Lighting (CIL) Expands Capacity 20%

China Intelligent Lighting (CIL) has announced it’s expanding its LED manufacturing operations, leasing a new 215K sq foot facility which opened yesterday.  The facility will contain production lines,  R&D and office space.  Five new new production lines, one of which will be used for LED street lamp components, is expected to increase total capacity by up to 20% and be fully operational within a couple months.

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Cree Inc (CREE) Misses, Guides Lower, Shares Down 15% AH

Cree Inc (CREE) posted earnings results after the bell today and it didn’t meet the continued lofty expectations of Wall St as traders sent the stock down more than 15%.  The company reported a non GAAP EPS of .55/share on revenues of $257 million but that was shy of Wall St estimates of .58/share in EPS on revenues of $277 million.  Those numbers still represent solid quarter over quarter growth of 55% and 29% in … Read the rest

SemiLEDS (LEDS) Smashed On Poor Guidance

SemiLEDs Corporation (LEDS) which is currently the top China LED play trading on a US exchange is getting hit hard today after reporting earnings.  While the company reported big quarterly growth once again, guidance isn’t nearly as impressive and traders are heading for the exits.

The company reported an EPS of .14/share on revenues of $13 million which is a big jump over the year ago quarter of just .01/share on revenues of $6.7 … Read the rest

Denny’s (DENN) Chooses Cree Inc (CREE) For Its LED Lighting Solution

Denny’s (DENN) is joining the LED lighting revolution and announced it will use Cree Inc’s (CREE) LR6 LED downlights in dining areas and restrooms for all new and remodeled locations.  The company evaluated many solutions and determined Cree offered the the most value.  One franchisee found they used 6000kW/hrs less per month after switching to LED and was able to save over $15K/month across five locations.  No word on what the up front cost was, … Read the rest