Showing posts with label Earnings Call. Show all posts
Showing posts with label Earnings Call. Show all posts

2016-11-25

Scott Galloway: Wall Street is Wrong About Google and Amazon

Scott Galloway: Wall Street is Wrong About Google and Amazon:

NYU Stern Marketing Professor Scott Galloway presents the week's biggest winners and losers in digital:

Loser: Wall Street analysts, who missed the point on both Google's revenue-per-click news and Amazon's earnings call.

Winner: Workers in the gig economy. A UK ruling considers Uber drivers employees, rather than contractors.

Video above published November 17, 2016, by L2inc.com.

YouTube auto-generated transcript:
0:02 A loser, again: Wall Street analysts, who missed the point on Google's 11% year-on-year decline on revenue per click.
0:09 Analysts are focusing on the fact that search-based ads have a lower value on mobile then on desktop.
0:14 However, what they missed is that Google managed to drop the price of its ads without losing revenue.
0:20 Peter Drucker, the father of modern management, summed it up as "Do not worship at the altar of high margins."
0:25 What does that mean?
0:26 It means any company that wants to compete with Google has to do so now recognizing that Google gets bigger and bigger and keeps lowering their prices.
0:34 A winner: Amazon.
0:35 What did every analyst miss in their over-reaction to Amazon's earnings call?
0:40 When Amazon announces a loss, it means they are winning.
0:44 What happened in Q2 when they announced record earnings?
0:46 That means someone at Amazon f*d up, and they fixed it.
0:50 The Seattle firm has trained investors to replace profits with vision and growth,
0:55 and as a result has an unassailable advantage.
0:59 In 2018, they will become the first trillion dollar market cap company.
1:04 A winner: workers in the gig economy.
1:07 Last week a UK tribunal -
1:08 tribunal is a really f*ing scary word -
1:10 but anyways, a UK tribunal ruled in favor of Uber drivers being regarded as employees versus contractors.
1:17 That makes Uber drivers eligible for benefits and entitled to the national minimum wage.
1:22 We as a society have decided there are going to be winners and losers.
1:26 We've opted for consumers as number one, shareholders a close number two and workers a distant third.
1:31 Sorry about that.
1:33 Where does that leave society?
1:35 With a lot of people at home during the workday who sit on a really nice couch with a very powerful phone and an enormous screen.
1:41 Gee, that sounds like fun.
1:43 Winners: the team here at L2 marking our 100th episode, and the dozens and dozens of fans we have built out here.
1:52 This week does in fact mark our 100th episode.
1:54 Here's a look at the most frequently named winners and losers.
1:57 The list illustrates where we think the digital economy is headed, led by companies that deftly use technology to refine their product with every user interaction.
2:05 The losers? Those with their heads stuck in the sand, who still pay for audiences and are not nimble enough to evolve.
2:11 Our best joke in two years? Here are our candidates …


feedback & comments via twitter @DomainMondo


DISCLAIMER

2015-10-22

VeriSign, $VRSN, Q3 2015 Earnings Call, LIVE, 4:30pm ET

VeriSign, Inc. (NASDAQ: VRSN), the global leader in domain names and Internet security, and the internet's sole Root Zone Maintainer pursuant to an exclusive agreement with the United States government, will hold its earnings call for the third quarter 2015 on Thursday, Oct. 22, 2015, at 4:30 p.m. (EDT) (US). VeriSign is the world's Registry operator for .COM and .NET gTLDs.

.COM ranks #1 among all TLDs (top-level domains) in total domain names registrations globally, with more than 120 million .COM domain names registered. .NET, with more than 15 million domain names registered, is the #4 TLD in the world (after .tk and .de) (source:pdf).
Q3 2015 Verisign Earnings Conference Call info and links:
Oct 22, 2015 - 4:30 PM ET (US)

Financial Highlights
• Verisign ended the third quarter with cash, cash equivalents and marketable securities of $1.9 billion, an increase of $466 million as compared with year-end 2014.
• Cash flow from operations was $155 million for the third quarter of 2015, compared with $168 million for the same quarter in 2014.
• Deferred revenues on Sept. 30, 2015, totaled $940 million, an increase of $50 million from year-end 2014. • Capital expenditures were $7 million in the third quarter of 2015.
• During the third quarter, Verisign repurchased 2.3 million shares of its common stock for $156 million. At Sept. 30, 2015, $605 million remained available and authorized under the current share repurchase program which has no expiration.
• For purposes of calculating diluted EPS, the third quarter diluted share count included 18.0 million shares related to subordinated convertible debentures, compared with 13.2 million shares for the same quarter in 2014. These represent diluted shares and not shares that have been issued.

Business Highlights
• Verisign Registry Services added 1.68 million net new names during the third quarter, ending with 135.2 million .com and .net domain names in the domain name base, which represents a 3.4 percent increase over the base at the end of the third quarter in 2014, as calculated including domain names on hold for both periods.
• In the third quarter, Verisign processed 9.2 million new domain name registrations for .com and .net, as compared to 8.7 million for the same quarter in 2014.
• The final .com and .net renewal rate for the second quarter of 2015 was 72.7 percent compared with 71.8 percent for the same quarter in 2014. Renewal rates are not fully measurable until 45 days after the end of the quarter.

Third Quarter GAAP Financial Results:
VeriSign, Inc. and subsidiaries ("Verisign") reported revenue of $266 million for the third quarter of 2015, up 4.2 percent from the same quarter in 2014. Verisign reported net income of $92 million and diluted earnings per share of $0.70 for the third quarter of 2015, compared to net income of $95 million and diluted EPS of $0.69 for the same quarter in 2014. The operating margin was 58.1 percent for the third quarter of 2015 compared to 54.7 percent for the same quarter in 2014.

Third Quarter Non-GAAP Financial Results:
Verisign reported, on a non-GAAP basis, net income of $103 million and diluted EPS of $0.78 for the third quarter of 2015, compared to net income of $97 million and diluted EPS of $0.70 for the same quarter in 2014. The non-GAAP operating margin was 62.7 percent for the third quarter of 2015 compared to 60.6 percent for the same quarter in 2014. A table reconciling the GAAP to the non-GAAP results (which excludes certain items) is appended to the release.

"Our quarterly results demonstrate the ongoing strength of our business and our execution discipline, which continue to produce value for our shareholders," commented Jim Bidzos, Executive Chairman, President and Chief Executive Officer.

About VeriSign, Inc.--"Verisign, a global leader in domain names and Internet security, enables Internet navigation for many of the world’s most recognized domain names and provides protection for websites and enterprises around the world. Verisign ensures the security, stability and resiliency of key Internet infrastructure and services, including the .com and .net domains and two of the Internet’s root servers, as well as performs the root-zone maintainer functions for the core of the Internet’s Domain Name System (DNS). Verisign’s Security Services include intelligence-driven Distributed Denial of Service Protection, iDefense Security Intelligence and Managed DNS." (source: verisign.com).

On Twitter: @VERISIGN
$VRSN on Twitter:


Recent posts about Verisign on Domain Mondo:



DISCLAIMER

2015-10-20

Yahoo! Inc., YHOO, Q3 2015 Earnings Call LIVE Replay, Oct 20 (video)


Yahoo! Inc., YHOO, Earnings Call LIVE Replay Oct 20, 2015 (video above)

Can Yahoo Make It In Gambling? - Yahoo! Inc. (NASDAQ:YHOO) | Seeking Alpha: "Yahoo (NASDAQ:YHOO) reports earnings Tuesday and the expectations are very modest - $1.26 billion in revenue and 16 cents of earnings per share."

UPDATE: Q3 2015 a "miss"--$1.2B rev, 15 cents earnings per share--
Screenshot from YHOO Q3 2015 Earnings Release
Screenshot from YHOO Q3 2015 Earnings Release
Third Quarter 2015, October 20, 2015
"Our Q3 results were largely within our forecasted expectations -- our GAAP revenue grew 7% year-over-year and our Mavens revenue grew 43%. As we move into 2016, we will work to narrow our strategy, focusing on fewer products with higher quality to achieve improved growth and profitability," said Marissa Mayer, CEO of Yahoo. "In addition to sharpening focus within core business growth, our top priority is the planned spinoff of Aabaco Holdings. This is an important moment for the Company, and we continue to strive to complete the spin as quickly as we can."
Stock exchange and symbol: NASDAQ: YHOO (stock down at close and after hours)

Yahoo - Quarterly Earnings

Yahoo Investor Relations



Principal domain name: yahoo.com

Yahoo Inc. (Yahoo!) is an American multinational technology company headquartered in Sunnyvale, California, globally known for its Web portal, search engine Yahoo! Search, and related services, including Yahoo! Directory, Yahoo! Mail, Yahoo! News, Yahoo! Finance, Yahoo! Groups, Yahoo! Answers, advertising, online mapping, video sharing, fantasy sports ..." (source: Wikipedia)

See other recent posts about Yahoo! also on Domain Mondo



DISCLAIMER

2015-07-30

T-Mobile Q2 2015 Earnings Call and Webcast LIVE Video Replay

UPDATE August 5, 2015It is now official--T-Mobile passes Sprint to become third-largest US carrier, Sprint drops to last place among the four major US carriers--Verizon, AT&T, T-Mobile, Sprint--the latest figures show Sprint with a total of 57 million customers and T-Mobile with 58.9 million. T-Mobile brought in 2 million new customers last quarter whereas Sprint added only 675,000.----end of UPDATE------

Has T-Mobile Now Passed Sprint as 3rd Largest US Mobile Carrier?
Research firm GSMA Intelligence tracks the mobile industry and has predicted that T-Mobile surpassed Sprint in the three-month period ending June, 2015, to become the third-largest wireless carrier in the U.S. Final confirmation may not be known until Sprint reports Q2  2015 earnings on August 4, 2015. T-Mobile reports Q2 2015 earnings at 11:00 AM ET (US) on Thursday, July 30, 2015. Below are links to the video and webcast.

Twitter feed embedded below will have live-streamed video that can be accessed via a mobile device or desktop computer.


IR Home | T-MobileScheduled for July 30, 2015 at 11 am ET (US) - Watch the live behind-the-scenes of @JohnLegere and the @TMobile senior leadership team as they deliver Q2 2015 results. Tweet your questions to @TMobileIR using #TMUSearnings.

T-Mobile US - Q2 2015:
Webcast of T-Mobile Q2 2015 Earnings Conference Call, Thursday, July 30, 2015, 11:00 AM ET
T-Mobile US, Inc. 
Stock Exchange: Symbol: (check stock price) NYSE:TMUS
Domain name: t-mobile.com
T-Mobile Investor Relations: investor.t-mobile.com


T-Mobile US, Inc. is a wireless network operator in the United States and the German telecommunications company Deutsche Telekom is a majority shareholder. Its headquarters are located in Bellevue, Washington. (source: Wikipedia)

July 30, 2015 – T-Mobile US, Inc. (NYSE: TMUS) today reported second quarter 2015 results reflecting continued strong momentum, industry-leading growth, and continued low churn. The Company again outperformed the competition in both customer and financial growth metrics. T-Mobile generated 2.1 million total net customer additions, marking the ninth consecutive quarter that T-Mobile has delivered over one million total net customer additions. Additionally, the Company delivered 14% total revenue growth and 25% growth in adjusted EBITDA compared to the second quarter of 2014.
“While the carriers continue to use gimmicks to confuse consumers, T-Mobile continues to listen to customers and respond with moves that blow them away,” said John Legere, President and CEO of T-Mobile. “On top of adding 2.1 million new customers in the second quarter, we delivered 14% year-over-year revenue growth and 25% year-over-year Adjusted EBITDA growth. Overall, I think our results speak for themselves.”

Press Release: T-Mobile US, Inc. (NYSE: TMUS) will host an earnings call and an extended, open conversation to discuss the company’s second quarter 2015 financial and operational results on Thursday, July 30, 2015 at 11:00 a.m. Eastern Daylight Time (EDT). Similar to past quarters, prepared remarks will be kept to a minimum in order to provide more time for free-flowing dialogue with analysts, investors, media and consumers.

Participants will have multiple ways to submit questions including via phone and Twitter (@TMobileIR using #TMUSearnings). T-Mobile will also take questions via text and respond to some of them on the call (send a text message to 313131, enter the keyword TMUS followed by a space).

T-Mobile US, Inc. will issue a press release and Investor Factbook reporting its results at approximately 7:30 a.m. EDT on Thursday, July 30, 2015. The press release and Investor Factbook will be posted at the same time on the Investor Relations website at http://investor.t-mobile.com.

Q2 2015 Earnings Call, Livestream and Webcast Access Information
Access via Phone (audio only):
Date: Thursday, July 30, 2015
Time: 11:00a.m. (EDT)
Call-in Numbers: 800-432-9830
International: 719-234-7318
Participant Passcode: 1978931

Please plan on accessing the earnings call ten minutes prior to the scheduled start time.
Access via Social Media: Embedded livestream on Twitter handle: @TMobileIR

Submit Questions via Text or Twitter:
Text: Send a text message to 313131, enter the keyword TMUS followed by a space
Twitter: Send a tweet to @TMobileIR using #TMUSearnings

Access via Webcast:
The earnings call will be broadcast live via the Company's Investor Relations website at http://investor.t-mobile.com. A replay of the earnings call will be available for two weeks starting shortly after the call concludes and can be accessed by dialing 888-203-1112 (toll free) or 719-457-0820 (international). The passcode required to listen to the replay is 1978931.

To automatically receive T-Mobile financial news by e-mail, please visit the T-Mobile Investor Relations website, http://investor.t-mobile.com, and subscribe to E-mail Alerts.

T-Mobile Social Media
Investors and others should note that the Company announces material financial and operational information to its investors using its investor relations website, press releases, SEC filings and public conference calls and webcasts. The Company also intends to use the @TMobileIR Twitter account (https://twitter.com/TMobileIR) and the @JohnLegere Twitter (https://twitter.com/JohnLegere) and Periscope accounts, which Mr. Legere also uses as means for personal communications and observations, as means of disclosing information about the Company and its services and for complying with its disclosure obligations under Regulation FD. The information we post through these social media channels may be deemed material. Accordingly, investors should monitor these social media channels in addition to following the Company’s press releases, SEC filings and public conference calls and webcasts. The social media channels that the Company intends to use as a means of disclosing the information described above may be updated from time to time as listed on the Company’s investor relations website.

About T-Mobile US, Inc.
As America's Un-carrier, T-Mobile US, Inc. (NYSE: TMUS) is redefining the way consumers and businesses buy wireless services through leading product and service innovation. The Company's advanced nationwide 4G LTE network delivers outstanding wireless experiences to approximately 59 million customers who are unwilling to compromise on quality and value. Based in Bellevue, Washington, T-Mobile US provides services through its subsidiaries and operates its flagship brands, T-Mobile and MetroPCS. For more information, please visit http://www.t-mobile.com.



DISCLAIMER

2015-04-23

LIVE Video: Google Q1 2015 Earnings Call

Google Q1 2015 Earnings Call LIVE replay video -

LIVE video replay of Google Q1 2015 Earnings Call - Investor information: Google slides (pdf)

Download press release · Download financial data ·

Google's (GOOG) Management on Q1 2015 Results - Earnings Call Transcript | Seeking Alpha

Google Press Release - MOUNTAIN VIEW, Calif. – April 23, 2015 – Google Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended March 31, 2015. “Google’s first quarter revenue was $17.3 billion, up 12% year on year. Excluding the net impact of foreign currency headwinds, revenue grew a healthy 17% year on year,” said Patrick Pichette, CFO of Google. “We continue to see great momentum in our mobile advertising business and opportunities with brand advertisers.” Google Inc. Announces First Quarter 2015 Results – Investor Relations

Street reaction: Revenue of $17.26 billion, shy of what Wall Street was looking for (this the number before accounting for TAC)--Adjusted EPS: $6.57, is several cents below what Wall Street was expecting.

see also:
Verisign, Google, Q1 2015 Earnings Conference Calls Thursday

Google Earnings: What to Watch - Digits - WSJ




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