"We expect EPS of $0.64 (consensus $0.64), up 14% YoY, driven by strong wireless trends including a step-up in post paid net adds and stable ARPA growth," the firm said. "In wireline, we believe top line pressures intensified a bit in Business (due to macro pressures), causing some QoQ pressure on EBITDA margin. However, this was likely somewhat offset by further acceleration in Consumer revenue growth due to recent price increases." Also reporting Thursday morning is Dow component Travelers Cos. ( TRV). The average estimate of analysts polled by Thomson Reuters is for earnings of $1.61 a share on revenue of $5.79 billion from the insurance and financial services giant. Microsoft ( MSFT) joins Google, issuing its quarterly report after the close. It's been a busy week for Bill Gates & Co. with the company disclosing pricing details for its Surface tablet and industry reviews (mostly positive) of Microsoft 8 starting to appear. Wall Street is looking for a profit of 56 cents a share in its fiscal first quarter ended in September on revenue of $16.42 billion. Early reporters on Thursday include Alliance Data Systems ( ADS), BB&T ( BBT), Blackstone Group ( BX), Boston Scientific ( BSX), Briggs & Stratton ( BGG), Cypress Semiconductor ( CY), Danaher ( DHR), Fairchild Semiconductor ( FCS), Fifth Third Bancorp ( FITB), Genuine Parts ( GPC), KeyCorp ( KEY), Morgan Stanley ( MS), Nokia ( NOK), Philip Morris International ( PM), Snap-On ( SNI), SUPERVALU ( SVU), and Union Pacific ( UNP). Other companies on the late roster are Advanced Micro Devices ( AMD), Capital One Financial ( COF), Chipotle Mexican Grill ( CMG), E*Trade ( ETFC), Riverbed Technology ( RVBD), Rambus ( RMBS), SanDisk ( SNDK), and Wynn Resorts ( WYNN). Thursday's economic calendar includes weekly initial and continuing jobless claims at 8:30 a.m. ET; the Philadelphia Fed regional manufacturing activity survey at 10 a.m. ET; and leading indicators for September at 10 a.m. ET. And finally, eBay ( EBAY) was slumping in Wednesday's after-hours action after the online auctioneer missed on the top line in its latest quarter and gave a fourth-quarter outlook that includes a fair amount of downside to the consensus. The stock was down less than 1% on volume of more than 4.2 million. The big loser in extended trades though was Mellanox Technologies ( MLNX), whose shares plunged more than 23% to $75.50 on volume of nearly 800,000 after its quarterly report. The company reportedly gave weak revenue guidance on its conference call, according to Briefing.com, which said Mellanox forecast revenue of $145 million to $150 million for the fourth quarter, below an estimate of $156.7 million from S&P Capital IQ. -- Written by Michael Baron in New York. >To contact the writer of this article, click here: Michael Baron.