Tuesday's Early Winners & Losers

Netflix(NFLX Quote) soared in after-hours trading Monday after the Los Gatos, Calif.-based online movie-rental company saw third-quarter earnings climb. The company said it earned $12.8 million, or 18 cents a share, up from $6.9 million, or 11 cents a share, a year ago. Excluding stock-based compensation expense, the company said it earned $14.6 million, or 21 cents a share, up from last year's $10.2 million, or 16 cents a share. Revenue increased 48% over last year to $256 million.

Analysts polled by Thomson First Call were looking for a profit of 12 cents a share on revenue of $251.2 million. The number of subscribers increased 58% to 5.7 million. The company said it now expects fourth-quarter earnings of $7.5 million to $13.5 million, up from its previous guidance of $3.8 million to $8.8 million. It also boosted its sales target for the quarter to $273 million to $278 million, up from its previous range of $267 million to $272 million. Shares were trading up $3.22, or nearly 14%, to $26.30.

JDA Software Group(JDAS Quote) stumbled after the Scottsdale, Ariz.-based software company missed Wall Street's third-quarter earnings expectations. On a GAAP basis, the company earned $921,000, or 3 cents a share. A year ago, those numbers were 13 cents a share, or $3.75 million. Excluding nonrecurring items, the company earned 20 cents a share, 5 cents worse than Thomson First Call consensus, but 3 cents better than the same period a year ago.

For the quarter ended Sept. 30, 2006, revenue jumped to $89.2 million from $55.6 million last year, while software sales totaled $13.7 million, a decrease from $17.4 million a year ago. Consensus was for total revenue of $93.4 million. The company said its Manugistics acquisition, which closed on July 5, added $36.7 million to revenue, including $3.2 million of software revenue during the third quarter. JDA Software said it might incur a noncash charge to GAAP third-quarter earnings of about $3.4 million, depending on whether JDA records the conversion option of preferred stock issued to Thomas Cressey on July 5. Shares were trading down $1.02, or 6.2%, to $15.35.