Showing posts with label Q3 2018. Show all posts
Showing posts with label Q3 2018. Show all posts

2018-11-14

Tencent Q3 2018 Financial Results, LIVE Webcast Nov 14, 7am ET

Tencent HKG: 0700
Tencent Holdings Limited Q3 2018 Financial Results Conference call and LIVE webcast at 7:00 a.m. EST (US) - 8:00 p.m. HKT, Wednesday, Nov 14, 2018. Replay of the webcast at the same link. PowerPoint slides will be presented during the live webcast.

UPDATE Q3 2018 Key Highlights: Revenues: +24% YoY, non-GAAP Profit attributable to equity holders of the Company: +15% YoY --full press release (pdf)

2018-11-08

Tucows $TCX Q3 2018 Earnings, Webcast, How To Submit Questions

$TCX
Tucows Inc. (NASDAQ: TCX, TSX: TC) reported its third quarter (Q3) 2018 financial results via news release on Wednesday, November 7, 2018 at 5:05 p.m. ET: News Release and Financial Statement (pdf). See also the 10-Q (pdf).

Management’s pre-recorded remarks (webcast) discussing the quarter and outlook for the Company are posted on the Tucows web site at http://www.tucows.com/investors/financials. [Editor's note: the management remarks are mostly about Ting.] See CEO Elliot Noss on Q3 2018 Results - Earnings Call Transcript | SeekingAlpha.com.

In lieu of a live question and answer period, for the next five days, until Monday November 12, 2018, shareholders, analysts and prospective investors can submit questions to Tucows’ management via ir@tucows.com

Management will post responses to questions of general interest to the Company’s web site at http://www.tucows.com/investors/financials/ on Friday, November 16 at approximately 4:00 p.m. ET. All questions will receive a response, however, questions of a more specific may be responded to directly.

Tucows Inc. is a publicly traded internet services (eNom, OpenSRS, Hover) and telecommunications (Ting.com) company, headquartered in Toronto, Ontario, Canada. It is the second-largest domain name registrar worldwide. Its brands include Hover.com, eNom.com, and OpenSRS.com, a platform for domain resellers, as well as Ting.com, a wireless MVNO and fiber ISP.

Principal domain: tucows.com
Investor Relations: tucows.com/investors/

See also Tucows Statement, May 28, 2018, on the ICANN Legal Action filed against Tucows affiliate EPAG Domainservices, GmbH. ICANN was subsequently adjudicated to be the "losing party" in that proceeding filed in Germany, involving application of the GDPR, including at the final appellate level.

Tips for cleaning up WHOIS data | EPAG.de excerpts:
To prevent personal data in an organization contact from being displayed in a public WHOIS, we recommend taking the following measures, where allowed by the relevant registry:
  • Use roles rather than personal names for Organization contact details. For example, instead of writing “John Doe” for the name ... use the role “Host Master” [or "Domain Administrator"].
  • Use role email addresses rather than personal email addresses. For example, instead of using “john.doe@company.com” for the email address, use a generic company email address like “info@company.com”.
  • Where possible, clean up existing contact data to remove personal data from any organization contacts.
  • Remind domain registrants of their obligation to provide you with correct data and to keep that data up to date. This will ensure that the registrant is able to manage their consent preferences using the contact email provided with the domain order.
  • These tips give registrants the added advantage that their organization is not reliant on a particular person (for example during a transfer), should that person be out of the office or no longer employed by the company.
source: https://www.epag.de/en/tips-for-cleaning-up-whois-data/

For an example of the above see https://www.whois.com/whois/microsoft.com.

Additional resources:





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2018-11-06

GoDaddy $GDDY Q3 2018 Earnings LIVE Webcast, Nov. 6, 5pm ET

GoDaddy Inc. (NYSE: GDDY) (principal domain: godaddy.com), the world's largest domain name registrar and "cloud platform dedicated to small, independent ventures," third quarter (Q3 2018) financial results release Tuesday, November 6, 2018, after the stock market close.

UPDATE: Earnings Release (excerpts below) (pdf), and Presentation (pdf).
• Total revenue of $679.5 million, up 16.7% year over year.
• Total bookings of $741.8 million, up 11.0% year over year. 
• Net cash provided by operating activities of $154.0 million, up 17.2% year over year. 
• Unlevered free cash flow of $175.6 million, up 28.0% year over year. 
• Customers of 18.3 million as of September 30, 2018, up 6.7% year over year. 
• Average revenue per user (ARPU) of $145, up 8.6% year over year. 
• Domains revenue of $309.5 million, up 14.0% year over year. 
• Hosting and Presence revenue of $263.2 million, up 16.5% year over year. 
• Business Applications revenue of $106.8 million, up 25.9% year over year. 
• International revenue of $236.0 million, up 19.1% year over year.

See also: GoDaddy misses by $0.10, beats on revenue--SeekingAlpha.com.

UPDATE: Earnings Call Transcript | SeekingAlpha.com.
GoDaddy management will hold a conference call and LIVE webcast Nov 6, 2018, 5:00 p.m. ET to discuss Q3 2018 results. To hear the call via telephone, dial (866) 393-4306 in the United States or (734) 385-2616 from international locations, with passcode 7294718. Following completion of the call, a recorded replay will be available on the investor relations website at https://investors.godaddy.net.
$GDDY
About GoDaddy (source: GoDaddy): "with 18 million customers worldwide and 77 million domain names under management, GoDaddy is the place people come to name their idea, build a professional website, attract customers and manage their work. Our mission is to give our customers the tools, insights and the people to transform their ideas and personal initiative into success." 


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2018-10-30

Facebook $FB Q3 2018 Earnings LIVE Webcast Oct 30, 5pm EDT

Facebook’s 2018 Just Keeps Getting Worse

30 million Facebook users had their accounts hacked (Fortune.com video, Oct 12, 2018).

Facebook, Inc.
NASDAQ: FB
$FB
Principal domains: facebook.com, whatsapp.com, messenger.com, instagram.com, oculus.com
Investor Relations: https://investor.fb.com/

Facebook Q3 2018 Earnings LIVE Webcast Oct 30, 2018, 5:00 pm EDT

Third quarter 2018 financial results will be released after market close on Tuesday, October 30, 2018. The live webcast (and replay), the company's earnings press release, financial tables, and slide presentation will be available from the investor relations website. A telephonic replay will be available for one week following the conference call at 404.537.3406 or 855.859.2056, Conference ID: 5638138.

UPDATE: Q3 2018 GAAP EPS of $1.76 beats by $0.30, revenue of $13.73B (+32.9% Y/Y) misses consensus estimates by $40M, user growth slowsEarnings Release (pdf) and Slides (pdf).



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2018-10-26

2018 Q3 Replay $AMZN $GOOGL $VRSN $TWTR $TSLA

Q3 2018 Earnings LIVE Webcasts Thursday Oct 25:
Tesla $TSLA Q3 2018 Earnings LIVE Webcast Oct 24 REPLAY
$TSLA
Twitter $TWTR:
$TWTR
$GOOGL
$GOOGL
$AMZN
$AMZN
Tech Bounce Looks Short-Lived After Whiffs by Amazon, Alphabet--Bloomberg.com

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2018-10-25

Amazon $AMZN Q3 2018 Earnings LIVE Webcast Oct 25, 5:30pm EDT

source: statista.com
Amazon.com, Inc.
$AMZN
Amazon.com, Inc. Q3 2018 Earnings LIVE Webcast October 25, 2018, 5:30 p.m. EDT. The audio and associated slides will be available for at least three months thereafter at ir.aboutamazon.com.

Amazon -5% on Q3 revenue miss; AWS +46% Y/Y--SeekingAlpha.com.

See  also "Amazon's Focus On High Standards - Does It Matter For Investors?"--seekingalpha.com:

It's easy to take for granted how unconventional Jeff Bezos is, but his approach to Amazon's business is worth a closer look. We do a close read of the 2017 shareholder letter he published this April to see if we can better understand the company as a business and as an investment. This also is a prequel for our miniseries on Amazon to come this November. As might be expected, there's a lot to discuss.
Topics covered:
3:00 – Setting the scene – Amazon’s 4-part shareholder letter
5:00 – The intro and the key performance indicators – the unique focus of Amazon’s letter
10:00 – The letter as sign of Bezos’s triumph, and as the changing context of the Amazon story
14:00 – Customer divinity and Amazon’s high standards – investment edge?
20:30 – The meta narrative and the six steps ahead thesis
24:00 – Tackling the quality vs. value narrative again and trying to translate this into the investment case
32:15 – The perfect handstand bit and the value of handstand philosophy
40:30 – Picking apart the 6-page memo process
47:30 - Amazon’s recent milestones, and there are many of ‘em – the all-binding importance of revenue
57:45 – Riding the Treasure Truck
1:01:45 – Singing Internationale about Amazon’s human resources policies, and the Bezosian meta-narrative
1:07:45 – What does all this tell us about Amazon as an investment?
1:11:30 – 2017 vs. 1997 letter


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Alphabet $GOOG $GOOGL Q3 2018 Earnings LIVE Webcast Oct 25

 Alphabet $GOOG $GOOGL Q3 2018 Earnings Call Oct 25
Alphabet Q3 2018 Earnings Call on YouTube.com, 4:30pm EDT, Thursday, Oct 25, 2018.

UPDATE: Earnings Press Release (pdf)
Alphabet beats by $2.65, misses on revenue--SeekingAlpha.com

Alphabet Inc. (NASDAQ: GOOG, GOOGL) will hold its quarterly conference call to discuss third quarter 2018 financial results on Thursday, October 25, at 4:30 p.m. ET.
$GOOGL
The live webcast of the earnings conference call can also be accessed here. A replay of the webcast will be available following the conference call. Please visit the Investor Relations website at abc.xyz/investor on October 25, 2018 to view the earnings release prior to the conference call.

About Alphabet Inc.(source: Alphabet): "Larry Page and Sergey Brin founded Google in September 1998. Since then, the company has grown to more than 80,000 employees worldwide, with a wide range of popular products and platforms like Search, Maps, Ads, Gmail, Android, Chrome, and YouTube. In October 2015, Alphabet became the parent holding company of Google. You can read more about Alphabet’s mission here."


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Verisign $VRSN Q3 2018 Earnings, LIVE Webcast Oct 25, 4:30pm EDT

$VRSN
UPDATE: VeriSign, Inc. (NASDAQ: VRSN) (domain: Verisign.com), registry operator of top-level domains (TLDs), including gTLDs .COM and .NET, and an internet security services provider, released earnings for the third quarter, Q3 2018, at approximately 4:05 p.m. EDT Thursday, Oct 25, 2018.

UPDATE: Earnings Results (pdf) excerpts--GAAP EPS of $1.13, revenue of $305.78M (+4.6% Y/Y):
Third Quarter GAAP Financial Results VeriSign, Inc. and subsidiaries (“Verisign”) reported revenue of $306 million for the third quarter of 2018, up 4.6 percent from the same quarter in 2017. Verisign reported net income of $138 million and diluted earnings per share (diluted “EPS”) of $1.13 for the third quarter of 2018, compared to net income of $115 million and diluted EPS of $0.93 for the same quarter in 2017. The operating margin was 63.8 percent for the third quarter of 2018 compared to 61.9 percent for the same quarter in 2017.
On Oct. 24, 2018, Verisign entered into an agreement with NeuStar, Inc. (“Neustar”) to sell the rights, economic benefits, and obligations, in all customer contracts related to its Security Services business. The transaction includes the sale of customer agreements related to Verisign’s Distributed Denial of Service Protection, Managed Domain Name System (“DNS”), DNS Firewall, and Recursive DNS services. Verisign will retain its proprietary technology, network assets, critical infrastructure, software, and public DNS service to focus solely on supporting Verisign’s core mission: ensuring the security, stability, and resiliency of our core infrastructure. As part of the transaction, Verisign will continue to support the Security Services customers during the transition to Neustar, pursuant to a transition services agreement that is expected to be executed at closing. The transaction is subject to customary regulatory approval and is expected to close shortly following the receipt of such approval. The purchase price, subject to a cap of $120 million, consists of a payment of $50 million, due at the time of closing, plus an additional contingent amount, due after the first anniversary of closing. The additional contingent amount, which cannot be negative, is based upon, among other things, the successful transition of customers to Neustar during the 12-month period following closing. In commenting on the transaction, Jim Bidzos added: “Verisign is committed to focusing on its core mission of providing critical internet infrastructure, including Root Zone management, operation of 2 of the 13 global internet root servers, operation of .gov and .edu, and authoritative resolution for the .com and .net top-level domains, which support the majority of global ecommerce. For this reason, Verisign is transitioning its Security Services customers to Neustar.” (emphasis added)
Excerpts from the conference call [slides and transcript]:
  • Verisign is in negotiations to extend the Cooperative Agreement with NTIA and believes these negotiations will result in an extension agreement before Nov 30, 2018. Details to be finalized and Verisign could not disclose anything further.
  • Nothing to report re: new gTLD .WEB ("on hold" at ICANN).
  • Excerpts from the slides below. See also SEC 10-Q.

On Thursday, Oct 25, 2018, at 4:30 p.m. EDT, Verisign's management held the Q3 2018 earnings conference call that was webcast LIVE at investor.verisign.com. Replay available at the same website.

The conference call was also accessible by direct dial at (888) 676-VRSN (U.S.) or (786) 789-4776 (international), conference ID: Verisign.  An audio archive of the call will be available at https://investor.verisign.com/events.cfm.


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Twitter $TWTR Q3 2018 Earnings LIVE Webcast Oct 25, REPLAY

Other Q3 2018 Earnings LIVE Webcasts Thursday Oct 25:
source: Twitter Inc.
UPDATE: Letter to Shareholders (pdf).
LIVE audio webcast 8:00 am EDT, Oct 25, 2018, Replay

Twitter Inc. NYSE: TWTR
$TWTR
Principal domain: twitter.com
Investor Relations: investor.twitterinc.com
 TWTR Oct 25, 2018
Twitter shares hit biggest one-day gain as ad sales surge--reuters.com


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Tesla $TSLA Q3 2018 Earnings LIVE Webcast Oct 24 REPLAY

Tesla, Inc. (tesla.com) $TSLA Q3 2018 Financial Results and Q&A Webcast
Oct 24, 2018 3:30 PM PDT / 6:30 PM EDT
Listen to webcast (replay) and Earnings call transcript--SeekingAlpha.com

Tesla Q3 2018 Update Letter (pdf) excerpt below:

Tesla shares soar after surprise profit--SeekingAlpha.com Oct 24, 2018:
 $TSLA



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2018-10-16

Netflix $NFLX Q3 2018 Earnings Video Interview Oct 16, 6pm EDT

Q3 '18 Earnings Interview

Netflix Investor Relations video above published Oct 16, 2018.

House of Cards: Season 6 (Netflix Official Trailer)


House of Cards Season 6 Coming to Netflix on November 2.
 Netflix Q3 2018 Earnings Interview
Netflix Q3 2018 Earnings Video Interview October 16, 2018 6pm EDT 

$NFLX
Netflix, Inc.
NASDAQ: NFLX
Principal domain: Netflix.com
Investor Relations: netflixinvestor.com

Q3 2018 Earnings Release--Netflix third-quarter 2018 financial results and business outlook--letter to shareholders (pdf) and financial statements (xlsx). $NFLX shares are UP in after hours trading.

See also Netflix Crushes Estimates, Renewing Faith After July Letdown--Streaming giant adds 6.96 million users globally in quarter,  Outlook shows international markets will pace company’s growth--Bloomberg.com.

A video interview with Netflix Chief Executive Officer Reed Hastings, Chief Financial Officer David Wells, Chief Content Officer Ted Sarandos, Chief Product Officer Greg Peters and VP, IR & Corporate Development Spencer Wang will be available at 6:00 p.m. EDT. The discussion will be moderated by Eric Sheridan, UBS, with questions submitted via email.  Questions from investors should be submitted as well in advance as possible for inclusion to eric.sheridan @ ubs.com. The video interview can be accessed on the Netflix Investor Relations YouTube channel.

Netflix is a media services provider, headquartered in Los Gatos, California, founded in 1997 by Reed Hastings and Marc Randolph in Scotts Valley, California. 

The primary business of Netflix is its subscription-based streaming media service, which offers online streaming films and television programs including those produced in-house. As of July 2018, Netflix has 130 million total subscribers worldwide, including 57.38 million in the United States. Its service is available worldwide except mainland China, Syria, North Korea and Crimea. Netflix also has offices in the Netherlands, Brazil, India, Japan, and South Korea.

See also: Barry Diller Says Hollywood Risks Getting Overtaken by Amazon and Netflix.



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