In the new normal things are always adjusted down ahead of time to make things look like beats at the time of earnings. Don't look too far back because you'll see a bad trend. But the only game in Bernanke's town is to get stocks higher no matter what. So no one will talk about beating already lowered expectatiions or YOY massacre in EPS. All that matters is the headlines so the algos can lift the stocks higher.
Look at ORCL. They disappointed, the stock tanked, but yet miraculously the stock is right back up. That's the world we live in today. The ETF rampfest game.