Web.com Q2 2015 Earnings Conference Call and LIVE Webcast 5pm ET

UPDATE August 7, 2015:  Web.com Group's (WWWW) CEO David Brown on Q2 2015 Results - Earnings Call Transcript | Seeking Alpha: David Brown - Chairman, Chief Executive Officer and President: "And relative to Google Domains I would say Josh, our response would be same as before. There is really not been any noticeable impact from Google Domains, [the] domain space is commoditized very competitive space [i.e., low profit margins] and at this point there are other significant players that have more muscle and at this point Google really hasn't shown much muscle in the space." (emphasis added)

Questions: Will Google get completely out of the commoditized, very competitive, low profit-margin domain name business? Why did they ever get into it? Did someone in Mountain View drink the ICANN new gTLDs Kool-Aid?

See:

• New gTLD Domains, the Walking Dead and Dying, ICANN FY15 Results 02 July 2015
• Google Dumps Its CAR New gTLD Domain, What Does That Tell You? 19 May 2015
• Has Google Fallen Out Of Love With ICANN's New gTLDs? 13 January 2015

Web.com Group stock charts: 5 year (left above) and 5-day (right above) [chart source: google.com]

The Web.com Group, Inc. [ check stock price now: NASDAQ:WWWW ], reported Q2 2015 financial results, after the U.S. financial markets closed on Thursday, July 30, 2015. A conference call and webcast, 5:00 pm ET (US), scheduled to discuss the Company's financial results and current business outlook. The webcast and replay of the call with accompanying slides will be available at the Investor Relations page of the Company's website (http://ir.web.com). To access the call, dial 877-407-0789 (domestic) or 201-689-8562 (international). A replay of the conference call will be available until August 6, 2015, at 877-870-5176 (domestic) or 858-384-5517 (international). The replay conference ID is 13614023. See also: Web.com Group's (WWWW) CEO David Brown on Q2 2015 Results - Earnings Call Transcript | Seeking Alpha

Web.com Second Quarter 2015 Earnings Conference Call - Jul 30, 2015, 5:00 PM ET:

• Listen to webcast
• Presentation pdf 722.3 KB

• Stock Exchange:Symbol (check price now): NASDAQ:WWWW
• Principal domain name: web.com
• SEC Filings - Web.com Group, Inc.

Web.com Q2 2015 Financial Results (NASDAQ:WWWW):

Summary of Second Quarter 2015 Financial Results:

• Total revenue, calculated in accordance with U.S. generally accepted accounting principles (GAAP), was $135.7 million for the second quarter of 2015, compared to $138.2 million for the second quarter of 2014. Non-GAAP revenue was $140.0 million for the second quarter of 2015, compared to $144.7 million in the year-ago quarter, and above the high end of the Company's guidance range of $137.0 million to $138.5 million.
• GAAP operating income was $14.9 million for the second quarter of 2015, compared to $10.4 million for the second quarter of 2014. Non-GAAP operating income was $34.3 million for the second quarter of 2015, representing a 25% non-GAAP operating margin, compared to $38.4 million for the second quarter of 2014, representing a 27% non-GAAP operating margin.
• GAAP net income was $4.6 million, or $0.09 per diluted share, for the second quarter of 2015. GAAP net loss was $0.8 million, or $0.02 per diluted share, for the second quarter of 2014. Non-GAAP net income was $31.5 million for the second quarter of 2015, or $0.60 per diluted share, exceeding the high end of the Company's guidance of $29.0 million to $30.0 million, or $0.56 to $0.57 per diluted share. The Company had non-GAAP net income of $33.6 million, or $0.62 per diluted share, for the second quarter of 2014.
• Adjusted EBITDA was $38.4 million for the second quarter of 2015, compared to $41.8 million for the second quarter of 2014, representing a 27% and 29% adjusted EBITDA margin during three months ended June 30, 2015 and 2014, respectively. 
• The Company generated cash from operations of $45.5 million for the second quarter of 2015, compared to $37.1 million of cash flow from operations for the second quarter of 2014. 

Second Quarter and Recent Business Highlights:

• Web.com's total net subscribers were approximately 3,316,000 at the end of the second quarter of 2015, up approximately 21,000 from the end of the first quarter of 2015.
• Web.com's average revenue per user (ARPU) was $13.91 for the second quarter of 2015 compared to $14.89 for the second quarter of 2014. ARPU was up sequentially during the second quarter of 2015 from $13.75 during the first quarter of 2015.
• Web.com's trailing twelve month customer retention rate was 87.7% for the second quarter of 2015. This is in line with recent levels of high customer retention.
• Web.com used $30.0 million in cash to reduce debt during the second quarter of 2015.
• Repurchased 657,000 shares for $14.2 million in the second quarter of 2015.

Tweets about $WWWW

Web.com Group, Inc. provides Internet services to small businesses including domains, hosting, website design and management, search engine optimization, online marketing campaigns, local sales leads, social media, mobile products and eCommerce solutions. Domain Name Registrars Network Solutions (networksolutions.com) and Register.com are brands of the Company. (source: Web.com Group)

See also on Domain Mondo:

Web.com (NASDAQ:WWWW) Stock Hit by Citigroup Downgrade
Jun 23, 2015
A downgrade of domain name registrar Web.com (NASDAQ: WWWW) to neutral by Citigroup hit the stock hard this morning. The registrar and web services provider provides domain name registration services through ...

Web.com First Quarter 2015 Financial Results
May 01, 2015
Web.com First Quarter 2015 Financial Results, WWWW, domain name registrar, Network Solutions, Register.com, Web.com Group,

Web.com Chairman Bearish on new gTLDs, Premium Domain Names
Mar 11, 2015
Web.com Chairman Bearish on new gTLDs, Premium Domain Names, domains, domain names, new gTLDs, David L Brown, premium domains, buying and selling domains, domain portfolio, Network Solutions, Universal ...

Web.Com Group Stock Tanks, New gTLDs Kill Domains Aftermarket
Nov 06, 2014


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GoDaddy, $GDDY, Quiet Period Ends, Earnings Conference Call Tuesday

GDDY stock chart (May 8) source: google.com

UPDATE May 12, 2015: GoDaddy Reports First Quarter 2015 Results: GoDaddy (NYSE:GDDY): Q1 EPS of -$0.34 - Revenue of $376.3M (+17.5% Y/Y)
Desert Newco, LLC
Condensed Consolidated Statements of Operations (unaudited)
(In millions, except unit and per unit amounts)
Three Months Ended   March 31,
                                                         2015 2014
Net loss                                       $(43.4) $(51.3)
Net loss per unitbasic and diluted $(0.34) $(0.40)

Read more: GoDaddy Reports First Quarter 2015 Results | Press Release

UPDATE: NYSE: GDDY - May 11 4:01 PM EDT: $25.68 share price increase of $0.80 / up 3.22% - GoDaddy shares up following bullish underwriter coverage - "GoDaddy (NYSE:GDDY) has received 9 bullish ratings on underwriter coverage day to go with 1 neutral rating (from Stifel). The launches come ahead of the SMB domain name/hosting services firm's Tuesday Q1 report...." read more at  Seeking Alpha

The GoDaddy, "quiet period" ends Monday, May 11, 2015 (check share price: NYSE: GDDY). GoDaddy issued 23,000,000 shares in its IPO on April 1st, to raise a total in initial public offering of (USD) $460,000,000, based on the initial share price of $20.00 (total market cap $3.85B). During the company’s quiet period, insiders and underwriters that worked on the IPO are restricted from issuing any research reports for the company because of SEC regulations. Effective May 12th, IPO underwriters, including Citigroup, JPMorgan, Morgan Stanley, Barclays, and Deutsche Bank, can publish reports and recommendations, often causing a temporary increase in share price.

GoDaddy Inc. - Q1 2015 Earnings Conference Call: Tuesday, May 12, 2015 Time: 05:00 PM EST (US) Time Converter

Q1 2015 Earnings Conference Call - View the live Webcast

GoDaddy Inc. is a domain name registrar and has developed a set of cloud-based technology products that enable its customers to establish a digital presence, connect with their customers and manage their business operations. The Company's products include domain, hosting and presence, and business applications.

see also:

• GoDaddy IPO Puts Lipstick on the Pig, Raises $460 million
• The Past Has Gone, Why A GoDaddy IPO Is Like ICANN, Another Relic
• Is the GoDaddy IPO Still "No Go" Time? (video)
• GoDaddy CEO Blake Irving, Leading Change, Interview, Podcast

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Alibaba Group, Quarterly and FY2015, Earnings Conference Call May 7th

UPDATE: Alibaba shares are trading up after releasing financial results earlier today (see below). The company also announced COO Daniel Zhang is its new CEO, effective May 10; current CEO Jonathan Lu will stay on board as vice chairman, joining Joseph Tsai in holding that title. Jack Ma remains executive chairman. BABA Stock News - Alibaba Group Holding Limited Stock | Seeking Alpha: "Revenue growth accelerated to 45% Y/Y from FQ3's 40%. Chinese marketplaces GMV rose 40% to RMB600B ($96.6B), a slowdown from FQ3's 49%. Mobile accounted for 51% of GMV, up from 42% in FQ3 and 36% in FQ2. Annual active buyers +5% Q/Q and +37% Y/Y to 350M."

Alibaba Group Holding Limited (BABA) Q4 2015 Results - Earnings Call Transcript | Seeking Alpha

Alibaba Names New Chief Executive and Reports Revenue Rise - NYTimes.com: "...Alibaba said that in the quarter that ended on March 31, its net profit was $463 million, down 49 percent from the same period a year earlier and below analyst forecasts. Alibaba’s revenue rose to $2.8 billion compared with a year earlier, roughly in line with the consensus analyst estimate. The company’s shares have sunk in recent months as Alibaba became involved in a public spat with a Chinese regulator over fake items on its shopping sites. It missed revenue targets last quarter. Though analysts generally agree that Alibaba’s long-term growth potential still lives up to the hype that surrounded its listing last year, many have become more cautious about whether the company can increase earnings in the coming months. One issue, they say, is that Alibaba makes less money from advertising on smartphones than it does on computers, yet more of its traffic comes via handsets..."

Alibaba Group stock chart (source:google.com)

Alibaba Group’s Earnings Conference Call for March Quarter and Fiscal Year 2015: Thursday, May 07, 2015, 7:30 am EDT (US)--access the webcast here.

Alibaba Group Holding Limited (NYSE: BABA) will report its financial results for the quarter and fiscal year ended March 31, 2015 before the U.S. market opens on Thursday, May 7, 2015, and will hold a conference call to discuss the financial results at 7:30 a.m. U.S. Eastern Time (7:30 p.m. Hong Kong Time) the same day. A live webcast of the earnings conference call can be accessed at http://www.alibabagroup.com/en/ir/earnings.

An archived webcast will be available through the same link following the call. A replay of the conference call will be available for one week (dial-in number: +1 646 254 3697; conference ID: 29958120). Visit Alibaba Group’s Investor Relations website at www.alibabagroup.com/en/ir/home on May 7, 2015 to view the earnings release and accompanying slides prior to the conference call.

Alibaba Group Holding Limited (NYSE: BABA) launched its IPO in September 2014 and as its recent stock chart (see graphic above) shows, the stock has traded as high as $120.00 and as low as $80.03, with a market cap of $202 billion (as of May 4, 2015). Check stock price on Google search page.

About Alibaba Group: Alibaba Group’s mission is to make it easy to do business anywhere. The company is the largest online and mobile commerce company in the world in terms of gross merchandise volume. Founded in 1999, the company provides the fundamental technology infrastructure and marketing reach to help businesses leverage the power of the Internet to establish an online presence and conduct commerce with hundreds of millions of consumers and other businesses.

Through its HiChina ZhiCheng Technology Ltd. and HiChina Group Limited - http://www.hichina.com/ and http://www.net.cn - it offers domain name registrar services [ see ICANN accredited Registrars--Alibaba Cloud Computing Ltd. d/b/a HiChina (www.net.cn) (China) Aliyun Aliyun Tel: +86 1065985888 Email: regadm@list.alibaba-inc.com ] and new gTLD .XIN [Elegant Leader Limited].  Alibaba Group Holding Limited (NYSE:BABA) | Seeking Alpha: "Alibaba owns 270 subsidiaries through which it provides platform services for B2C and C2C businesses. Alibaba is presently expanding its products from e-commerce and online auction hosting to other industry services such as online money transfer, mobile commerce, online retail services, and cloud services."

Alibaba Group’s major businesses include:

• Taobao Marketplace (www.taobao.com), China's largest online shopping destination
• Tmall.com (www.tmall.com), China’s largest third-party platform for brands and retailers
• Juhuasuan (www.juhuasuan.com), China’s most popular online group buying marketplace
• Alitrip (www.alitrip.com), a leading online travel booking platform
• AliExpress (www.aliexpress.com), a global online marketplace for consumers to buy directly from China
• Alibaba.com (www.alibaba.com), China’s largest global online wholesale platform for small businesses
• 1688.com (www.1688.com), a leading online wholesale marketplace in China
• Alibaba Cloud Computing (www.aliyun.com), a provider of cloud computing services to businesses and entrepreneurs.

see also: Why Alibaba Shares Are Trading at a Post-IPO Low (video)

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Twitter Disaster, Early Earnings Release, Stock Closes Down 18% (video)

What Investors Don't Like About Twitter's Earnings -
Estimize CEO Leigh Drogen, Raymond James' Aaron Kessler and Bloomberg Intelligence's Paul Sweeney discuss Twitter's revised full-year forecast with Bloomberg's Matt Miller on "Street Smart" today.

Twitter stock (NYSE: TWTR) Closes Down 18% Today
source: google.com

Twitter Reports Weak Earnings and the Stock Is Crashing - Bloomberg Business: "Twitter Inc. posted first-quarter revenue that fell short of estimates and cut its sales forecast as the company struggles to attract more users and advertisers. The stock fell 18 percent, fueled by the early release of results. Revenue is a new concern for investors, who have spent the past year criticizing slowing user growth. Sales will be $470 million to $485 million in the second quarter, Twitter said in a statement Tuesday, missing analysts’ average projection for $538.1 million. Twitter cut full-year revenue guidance to $2.17 billion to $2.27 billion, from the previous range of $2.3 billion to $2.35 billion..."

domain name: twitter.com

Twitter Earnings and Investor information - First Quarter 2015:

• Twitter First Quarter Earnings Conference Call
• Twitter to Acquire TA Press Release FINAL.pdf
• Earnings Press Release
• Slide Presentation

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