DIGE, ILMN Beat Expectations

We continue to see our companies beat expectations. This time: DIGE & ILMN

DIGE
The maker of the HPV test is gaining valuable ground in the US and Europe. Asia and Latin AMerica are the next targets, I hope. There is plenty of room to expand geographically.
Sales: Up 33%, and edging expectations by 2%
Earnings: Up 70% (from $0.14 to $0.25), beating expectations of $0.14.

Even more great news
* Forward guidance was raised a teeny bit
* Margins trickled up from 86% to 87%

The only sour note: next quarter they expect $0.23 per share instead of $0.24. A one penny miss is okay considering that they just beat by 11 pennies.

The stock was up ~3% before sagging a bit in after hours, but the AH trading was pretty light.

ILMN
Same story, different star
Sales: Up 160%, beating expectations by 7%
Earnings: Up 3400% to $0.34 from $0.01. That beats expectations by 13%

Even more great news
* Forward guidance was raised 5%+
* Earnings for the last quarter include the acquisition costs, so income is really strong
* Critical customer base expansion including AMGEN (wow!) and Johns Hopkins!

Some sour notes: increasing expenses will hit margins next year and will lead to lower than expected earnings by a whopping 30%. Specifically, they are boosting sales and R&D spending. That is exactly where they should be investing more, and it is a great sign or managed growth.

Nevertheless, investors buy profits, and the stock sagged 3% in after hours trading, and on significant shares.