Friday, July 29, 2005

TheStreet.com discusses the "Mad Money Cramer Effect" (TSCM 2Q05 conf call quotes)

TheStreet.com (ticker: TSCM) CEO Tom Clarke was asked whether his company has benefitted from the popularity of Jim Cramer's TV show, Mad Money. Excerpts from his answer:

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Posted by David Jackson on July 29, 2005 at 12:33 AM in Conf call quotes, Sub-sector: Content, ticker: TSCM | Permalink | Comments (0) | TrackBack (0)

Thursday, July 28, 2005

Bankrate discusses CPC ads (RATE 2Q05 conf call quotes)

Bankrate (ticker: RATE) provides information about interest rates on loans and deposits, often in table fomat. The company announced last quarter that it planned to charge advertisers on a cost-per-click basis rather than a flat monthly fee for a hyperlink. CEO Tom Evans gave more details on the Q2 conference call, including an estimate of the impact on Bankrate's future revenue:

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Posted by David Jackson on July 28, 2005 at 12:09 AM in Conf call quotes, Sub-sector: Advertising, Sub-sector: Content, ticker: RATE | Permalink | Comments (0) | TrackBack (0)

Monster Worldwide discusses job search engines and aggregators (MNST 2Q05 conf call quotes)

Monster CEO Andy McKelvey and President Steve Pogorzelski were asked about the threat to their company from job search engines and aggegators (such as Indeed.com). Excerpts from their response:

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Posted by David Jackson on July 28, 2005 at 12:01 AM in Conf call quotes, Sub-sector: Services, ticker: MNST | Permalink | Comments (0) | TrackBack (0)

Wednesday, July 27, 2005

InfoSpace reveals exposure to Adware (INSP 2Q05 conf call quotes)

InfoSpace (ticker: INSP) lowered guidance due to projected weakness in its two core businesses: search & directory services, and mobile data. Its comments about search were particularly important, perhaps with ramifications for the rest of the search sector. InfoSpace predicted that the number of searches it performs will decline due to a drop-off in traffic delivered via Adware. Google and Yahoo, it said, are tightening up their policies for providing pay-per-click ads to affiliates and partners. Of course InfoSpace itself did not admit that it was at fault for enabling Adware peddlers to monetize their traffic. Comments, in the words of CEO Jim Voelker and CFO David Rostoth:

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Posted by David Jackson on July 27, 2005 at 04:56 PM in Conf call quotes, Sub-sector: Search, ticker: GOOG, ticker: INSP, ticker: YHOO | Permalink | Comments (1) | TrackBack (0)

Amazon discusses its Long Tail strategy (AMZN 2Q05 conf call quotes)

Amazon has arguably lagged eBay and Google in profit growth because it has benefited less from the overall growth of e-commerce. Google's profits have rocketed as more companies use keyword ads to drive sales, and eBay has grown as the number of Web retailers rises and many choose eBay as a platform. Amazon's growth, in contrast, has been driven mainly by its own sales.

But Amazon has a two-pronged strategy to monetize the emergence of third-party sellers and producers. First, it has acquired two companies (BookSurge and Custom Flicks) to facilitate the direct publishing of books and movies which it can then sell. Second, Amazon is pushing third-party sales via its web site and providing e-commerce tools for large etailers. 975,000 venders now sell on Amazon's site, and 28% of Amazon's sales came from third-party sellers in Q2, up from 24% a year earlier.

Amazon's conference call included discussion of Harry Potter sales and the impact of Amazon Prime; but this issue - Amazon's abilty to become a platform for third-party sales - will matter more for Amazon's future growth than any other issue. Here are quotes from CEO Jeff Bezos and CFO Tom Szkutak on the topic:

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Posted by David Jackson on July 27, 2005 at 09:38 AM in Conf call quotes, Sub-sector: E-tailing, ticker: AMZN | Permalink | Comments (1) | TrackBack (0)

Tuesday, July 26, 2005

Earthlink discusses voice over IP (2Q05 ELNK conf call quotes)

Earthlink (ticker: ELNK) CEO Gary Betty discussed his company's voice over IP services on its Q2 conference call. Extracts:

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Posted by David Jackson on July 26, 2005 at 04:10 PM in Conf call quotes, Sub-sector: Infrastructure, Sub-sector: Services, ticker: ELNK | Permalink | Comments (0) | TrackBack (0)

CNET discusses growth without Webshots (2Q05 CNET conf call quotes)

During the last year CNET Networks (ticker: CNET) acquired Webshots and HeyPix!, creating a photo sharing service that now accounts for a large proportion of CNET's page views and users. After CNET highlighted in its press release and conference call that its unique users rose by 55% and page views by 134%, CEO Shelby Bonnie was asked about the contribution from Webshots. Specifically, analysts asked two questions about Webshots: (1) Does Webshots now account for over 50% of CNET's total page views? (Last quarter CNET said it was just under 50%.) (2) What was the growth in Webshots' users and usage? Here are the extracts from Mr. Bonnie's answers that came closest to answering these questions:

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Posted by David Jackson on July 26, 2005 at 09:17 AM in Conf call quotes, Sub-sector: Content, ticker: CNET | Permalink | Comments (0) | TrackBack (0)

Netflix reveals key driver of profitability (2Q05 NFLX conf call quotes)

Questions on Netflix' (ticker: NFLX) conference call focused on two seemingly mundane yet critical issues for the company. First, the churn rate among Netflix' subscribers fell, and that metric has a dramatic impact on future subscriber projections. Second, Netflix launched a new low-cost movie rental plan ($10 per month) that turned out to be more profitable than the company's core $18 plan. Here are comments from CEO Reed Hastings and CFO Barry McCarthy about the low-cost plan:

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Posted by David Jackson on July 26, 2005 at 12:21 AM in Conf call quotes, Sub-sector: E-tailing, Sub-sector: Services, ticker: NFLX | Permalink | Comments (2) | TrackBack (1)

Friday, July 22, 2005

Stamps.com discusses PhotoStamps (2Q05 STMP conf call)

Stamps.com (ticker: STMP) CEO Ken McBride discussed his company's PhotoStamps initiative on his Q2 conference call. Extracts:

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Posted by David Jackson on July 22, 2005 at 12:32 PM in Conf call quotes, Sub-sector: Services, ticker: STMP | Permalink | Comments (2) | TrackBack (0)

Microsoft discusses its Internet business (2Q05 MSFT conf call)

There was very little on Microsoft's (ticker: MSFT) Q2 call about its Internet businesses. Here's the key extract, in the words of  VP Finance and Chief Accounting Officer Scott Di Valerio:

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Posted by David Jackson on July 22, 2005 at 11:50 AM in Conf call quotes, Sub-sector: Infrastructure, Sub-sector: Search, ticker: MSFT | Permalink | Comments (0) | TrackBack (0)

Yes, Google does give guidance (2Q05 GOOG conf call)

Google's (ticker: GOOG) conference calls are typically frustrating. Analysts ask sycophantic questions and the management team answers with platitudes and generalities totally devoid of useful information. But Google's Q2 call last night was the exception. There was a clear message about guidance, even though the company officially doesn't give guidance. Here it is, in the words of Google CFO George Reyes:

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Posted by David Jackson on July 22, 2005 at 11:12 AM in Conf call quotes, Sub-sector: Search, ticker: GOOG | Permalink | Comments (0) | TrackBack (0)

Thursday, July 21, 2005

E*Trade's CEO on consolidation (2Q05 ET conf call quotes)

E*Trade's (ticker: ET) CEO made an interesting point on his conference call: he said that when investors think about consolidation in the online brokerage and banking sector, they should also consider the possibility that potential acquirers will come from outside the financial services sector. Here's his comment:

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Posted by David Jackson on July 21, 2005 at 03:18 PM in Conf call quotes, Sub-sector: E-finance, ticker: ET | Permalink | Comments (0) | TrackBack (0)

VeriSign's torpedo (2Q05 VRSN conf call quotes)

Here were the comments from VeriSign (ticker: VRSN) CEO Stratton Sclavos and CFO Dana Evan on the company's Q2 conference call that torpedoed their stock:

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Posted by David Jackson on July 21, 2005 at 02:51 PM in Conf call quotes, Sub-sector: Infrastructure, ticker: VRSN | Permalink | Comments (0) | TrackBack (0)

eBay discusses PayPal China (2Q05 conf call quotes, EBAY)

eBay CEO Meg Whitman on PayPal's China launch:

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Posted by David Jackson on July 21, 2005 at 02:19 PM in Conf call quotes, Sub-sector: China, Sub-sector: E-finance, ticker: EBAY | Permalink | Comments (0) | TrackBack (0)

eBay versus Google (2Q05 conf call quotes, EBAY, GOOG)

eBay CEO Meg Whitman explicitly stated on her Q2 conf call what many already surmised: that eBay and Google compete directly. Excerpts:

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Posted by David Jackson on July 21, 2005 at 02:07 PM in Conf call quotes, Sub-sector: E-tailing, ticker: EBAY, ticker: GOOG | Permalink | Comments (0) | TrackBack (0)

Wednesday, July 20, 2005

Yahoo discusses contextual advertising (2Q05 conf call quotes; YHOO, GOOG)

It's long been suspected that Yahoo (ticker: YHOO) is preparing a service to place contextually relevant ads on publishers' web sites; namely, a competitor to Google's (ticker: GOOG) AdSense For Publishers. Here are comments from Yahoo CEO Terry Semel on his Q2 conference call about search and contextual ads:

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Posted by David Jackson on July 20, 2005 at 12:01 AM in Conf call quotes, Sub-sector: Advertising, Sub-sector: Search, ticker: GOOG, ticker: YHOO | Permalink | Comments (3) | TrackBack (0)

Thursday, July 14, 2005

Apple conf call quotes on iPods, iTunes Music Store, Podcasts and renting music (AAPL, NAPS)

Apple (ticker: AAPL) CFO Peter Oppenheimer discussed iPods, the iTunes Music Store and owning versus renting music in his company's FQ3 earnings conference call. His comments are of interest to Apple watchers and anyone tracking paid content, e-commerce or the prospects for other online music companies such as Napster (ticker: NAPS). Extracts:

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Posted by David Jackson on July 14, 2005 at 09:31 AM in Conf call quotes, Sub-sector: Content, ticker: AAPL, ticker: NAPS | Permalink | Comments (4) | TrackBack (1)

Tuesday, July 12, 2005

Ameritrade discusses client segmentation (AMTD)

Ameritrade (ticker: AMTD) CEO Joe Moglia discussed his strategy for maintaining market share though  customer segmentation on his call this morning. Excerpts:

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Posted by David Jackson on July 12, 2005 at 01:28 PM in Conf call quotes, Sub-sector: E-finance, ticker: AMTD | Permalink | Comments (0) | TrackBack (0)

Thursday, July 07, 2005

Sabre's Travelocity gaining share from IAC and Orbitz? (TSG, IAC, CD)

Sabre Holdings' management team presented at the Goldman Sachs Lodging, Gaming and Leisure Conference June 7th. Sabre owns Travelocity, one of the three leading online travel sites. Here's an extract from Travelocity President Michelle Peluso's comments about Travelocity's growth versus Expedia's (owned by IAC, ticker: IACI) and Orbitz (owned by Cendant, ticker: CD), and the growth opportunity in Europe:

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Posted by David Jackson on July 7, 2005 at 10:15 AM in Conf call quotes, Sub-sector: Travel, ticker: CD, ticker: IACI, ticker: TSG | Permalink | Comments (0) | TrackBack (0)

Wednesday, July 06, 2005

Comcast discusses the broadband Internet access business (CMCSA)

John Alchin, co-CFO of cable operator Comcast (ticker: CMCSA) spoke at the Deutsche Bank Media Conference June 6th. (I'm catching up on conference call transcripts...) Here's what he said about Comcast's broadband Internet access business:

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Posted by David Jackson on July 6, 2005 at 02:24 PM in Conf call quotes, Sub-sector: Infrastructure | Permalink | Comments (0) | TrackBack (0)

Thursday, June 23, 2005

Will Ameritrade raise prices after its merger with TD Waterhouse? (AMTD)

Ameritrade (ticker: AMTD) announced Wednesday that it planned to merge with TD Waterhouse. During the ensuing conference call with financial analysts, CEO Joe Moglia was asked by Morgan Stanley analyst Scott Patrick the following: "...your typical customer, the 10.99 customer. Is that a customer that you think you can charge 17.95 for a broader service and still retain?". Mr. Moglia's response:

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Posted by David Jackson on June 23, 2005 at 12:14 AM in Conf call quotes, Sub-sector: E-finance, ticker: AMTD | Permalink | Comments (5) | TrackBack (0)

Wednesday, June 22, 2005

Monster Worldwide discusses growth in the online job recruitment market (MNST)

Monster Worldwide (ticker: MNST) CEO Andy McKelvey presented at the Deutsche Bank Securities Media Conference on June 8th. He was asked by Deutsche Bank analyst Jeetil Patel about the sources of Monster's future growth: how much of Monster's growth will come from cyclical employment growth, how much from international expansion, and how much from local and regional growth? Here's his answer:

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Posted by David Jackson on June 22, 2005 at 12:02 AM in Conf call quotes, Sub-sector: Services, ticker: MNST | Permalink | Comments (0) | TrackBack (0)

eBay discusses comparison shopping

eBay (ticker: EBAY) CFO Rajiv Dutta presented at the Deutsche Bank Securities Media Conference on June 8th. Here's what he had to say about eBay's acquisition of Shopping.com (ticker: SHOP):

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Posted by David Jackson on June 22, 2005 at 12:01 AM in Conf call quotes, Sub-sector: E-tailing, Sub-sector: Search, ticker: EBAY | Permalink | Comments (0) | TrackBack (0)

Tuesday, June 21, 2005

Greenfield Online discusses the online market survey market

Hugh Davis, VP of Business Optimization for online market research firm Greenfield Online (ticker: SRVY), spoke at the Stephens Information Technology and Services Conference June 9th about the online market survey business. Extracts:

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Posted by David Jackson on June 21, 2005 at 12:01 AM in Conf call quotes, Sub-sector: Services, ticker: SRVY | Permalink | Comments (0) | TrackBack (0)

Monday, June 20, 2005

E*Trade discusses the sweet spot for online finance (ET)

Mitch Caplan, CEO of online brokerage and bank E*Trade (ticker: ET), spoke at the Sandler O'Neil & Partners Financial Services Conference on June 8th. Here are his comments about the sweet spot for the online finance business and price pressure in the online brokerage business:

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Posted by David Jackson on June 20, 2005 at 12:01 AM in Conf call quotes, Sub-sector: E-finance, ticker: ET | Permalink | Comments (0) | TrackBack (0)

Ameritrade discusses branches and banking

Joe Moglia, CEO of online brokerage Ameritrade (ticker: AMTD), spoke at the Sandler O'Neil & Partners Financial Services Conference on June 8th. Here are his comments about adding physical branches to an online brokerage and expanding into banking:

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Posted by David Jackson on June 20, 2005 at 12:01 AM in Conf call quotes, Sub-sector: E-finance, ticker: AMTD | Permalink | Comments (0) | TrackBack (0)

Friday, June 17, 2005

Netflix discusses downloadable movies (NFLX)

Barry McCarthy, CFO of online movie rental company Netflix (ticker: NFLX), presented at the Morgan Stanley Small Cap Conference on June 15th. (That means that Morgan Stanley hosted small cap companies, not that Morgan Stanley is becoming a small cap stock...) Here's his argument why DVD rentals will not be displaced by movie downloading:

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Posted by David Jackson on June 17, 2005 at 12:28 AM in Conf call quotes, Sub-sector: E-tailing, Sub-sector: Services, ticker: NFLX | Permalink | Comments (8) | TrackBack (0)

ValueClick discusses online advertising (VCLK)

Sam Paisley, Chief Administrative Officer of affiliate marketing and advertising firm ValueClick (ticker: VCLK), spoke at the Stephens Information Technology and Services Conference on June 9th. Here were some of his comments about the online advertising market and ValueClick's growth rate:

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Posted by David Jackson on June 17, 2005 at 12:08 AM in Conf call quotes, Sub-sector: Advertising, ticker: VCLK | Permalink | Comments (0) | TrackBack (0)

Tuesday, June 14, 2005

Real Networks on downloads (RNWK, IVIL, MNST, GOOG, TSCM)

Real Networks (ticker: RNWK) CEO Rob Glaser discussed his company's move into revenue generated by ad sales and download fees on his Q1 (May 4th) conference call. Download partners? Weather Channel and Google. Plus, he mentioned hiring execs with experience from Monster.com (ticker: MNST), iVillage (ticker: IVIL) and TheStreet.com (ticker: TSCM). Extracts:

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Posted by David Jackson on June 14, 2005 at 12:01 AM in Conf call quotes, Sub-sector: Advertising, Sub-sector: Services, ticker: GOOG, ticker: IVIL, ticker: MNST, ticker: RNWK, ticker: TSCM | Permalink | Comments (0) | TrackBack (0)

Monday, June 13, 2005

Primedia expands its online auto content presence

Having sold About.com to The New York Times (ticker: NYT), Primedia is looking to expand its online presence in other areas. CEO Kelly Conlin discussed the auto advertising market, Primedia's (ticker: PRM) magazine business, and its online expansion in auto-related content on the company's May 5th Q1 conference call. Extracts:

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Posted by David Jackson on June 13, 2005 at 12:01 AM in Conf call quotes, Sub-sector: Content, ticker: NYT, ticker: PRM | Permalink | Comments (0) | TrackBack (0)

Friday, June 10, 2005

Ask Jeeves on "convenience search" (ASKJ, IACI)

Ask Jeeves CEO Steve Berkowitz made an interesting distinction on his April 27th Q1 conference call between "destination search", where a user goes to a search site such as Google.com or Ask.com, and "convenience search", where a user searches from a search box embedded in a page already being viewed. Those comments look far more interesting in light of Ben Edelman's recent work exposing Ask Jeeves' illigitimate dissemination of toolbars. Extracts:

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Posted by David Jackson on June 10, 2005 at 01:29 AM in Conf call quotes, Sub-sector: Search, ticker: ASKJ, ticker: IACI | Permalink | Comments (0) | TrackBack (0)

Red Envelope on e-commerce strategy and comparison shopping (REDE)

Online gift retailer Red Envelope's (ticker: REDE) Q1 numbers and guidance disappointed the Street (as you'll see from the chart below). But CEO Alison May had interesting things to say on her May 17th conference call about Red Envelope's strategy to counter price competition on the Internet. Her remarks are now even more relevant after the announced acquisitions of comparison shopping sites Shopping.com and Shopzilla. Extracts:

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Posted by David Jackson on June 10, 2005 at 12:01 AM in Conf call quotes, Sub-sector: E-tailing, ticker: REDE | Permalink | Comments (1) | TrackBack (0)

Thursday, June 09, 2005

GSI Commerce (GSIC) discusses e-commerce

GSI Commerce (ticker: GSIC) provides infrastructure and services for offline retailers who want to sell via the Web. CEO Michael Rubin and CFO Jordan Copland discussed their business on the company's Q1 conference call April 27th. Belated (but interesting) extracts:

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Posted by David Jackson on June 9, 2005 at 09:27 AM in Conf call quotes, Sub-sector: E-tailing, ticker: GSIC | Permalink | Comments (0) | TrackBack (0)

Wednesday, June 08, 2005

E.W Scripps discusses comparison shopping (SSP, SHOP)

After E.W Scripps' (ticker: SSP) announcement of its intention to purchase comparison shopping company Shopzilla (formerly Bizrate), CEO Ken Lowe and CFO Joe NeCastro hosted a conference call with analysts. Interesting reading, given eBay's (ticker: EBAY) prior announcement to acquire competitor Shopping.com (ticker: SHOP). Extracts:

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Posted by David Jackson on June 8, 2005 at 05:00 PM in Conf call quotes, Sub-sector: E-tailing, Sub-sector: Search, ticker: EBAY, ticker: SHOP | Permalink | Comments (0) | TrackBack (2)

Wednesday, May 25, 2005

eLong (LONG) remains on a long road to profitability (1Q05 conf call)

From Ezra Marbach at The China Stock Blog (with full permission):

eLong (ticker: LONG), a Chinese online travel service provider reported Q1 2005 results today. Here are key points from Chairman and CEO Justin Tang and CFO Derek Palaschuk:

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Posted by David Jackson on May 25, 2005 at 09:51 AM in Conf call quotes, Sub-sector: China, Sub-sector: Travel, ticker: LONG | Permalink | Comments (0) | TrackBack (0)

Tuesday, May 17, 2005

Hollywood Media (HOLL) discusses BroadwayTickets.com (1Q05 conf call quotes)

Hollywood Media's stock (ticker: HOLL) has fallen dramatically since the company issued an 8-K stating that it was switching auditors and that it forecast a larger than expected loss for the quarter. Meanwhile, here's what CEO Mitchell Rubenstein said on the company's Q1 earnings conference call about HOLL's Broadway tickets business:

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Posted by David Jackson on May 17, 2005 at 02:45 PM in Conf call quotes, Sub-sector: E-tailing, ticker: HOLL | Permalink | Comments (0) | TrackBack (0)

Thursday, May 12, 2005

E-LOAN (EELN) discusses offline marketing (1Q05 conf call quotes)

E-Loan (ticker: EELN) is launching a new advertising campaign. However, in contrast to other Internet companies, E-Loan is spending its marketing dollars on offline ads, despite the greater ease of tracking return on investment of online ads. Here's how CEO Chris Larsen described the campaign on his May 10th Q1 earnings conference call:

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Posted by David Jackson on May 12, 2005 at 12:01 AM in Conf call quotes, Sub-sector: E-finance, ticker: EELN | Permalink | Comments (0) | TrackBack (0)

Wednesday, May 11, 2005

iVillage (IVIL) on why it missed (1Q conf call quotes)

Women's content provider iVillage (ticker: IVIL) missed its revenue and EPS guidance for Q1 due to poorer than expected performance at its Parenting cable channel and newly-acquired Healthology, and a redesign of its web site which (it claimed) caused advertisers to delay spending. Here's how CEO Doug McCormick described some of the problems:

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Posted by David Jackson on May 11, 2005 at 02:04 PM in Conf call quotes, Sub-sector: Content, ticker: IVIL | Permalink | Comments (0) | TrackBack (0)

Blue Nile (NILE) discusses online marketing costs (Q1 conf call quotes)

Mark Vadon, CEO of online jewelry retailer Blue Nile (ticker: NILE), discussed online advertising costs and marketing on his May 4th Q1 earnings conference call. Key quotes:

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Posted by David Jackson on May 11, 2005 at 01:47 PM in Conf call quotes, Sub-sector: E-tailing, ticker: NILE | Permalink | Comments (0) | TrackBack (0)

Provide Commerce (PRVD) explains why it missed and lowered guidance (Q1 conf call quotes)

Provide Commerce (ticker: PRVD), an online retailer whose main business unit is ProFlowers.com, missed its prior guiance and lowered guidance going forward. Some of the factors responsible - rising online ad prices and increased shipping costs - will likely hit other e-tailers. Here's how CEO Bill Strauss explained the misses on his April 28th conference call:

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Posted by David Jackson on May 11, 2005 at 01:27 PM in Conf call quotes, Sub-sector: E-tailing, ticker: PRVD | Permalink | Comments (0) | TrackBack (0)

Tuesday, May 10, 2005

Priceline (PCLN) discusses the online travel market (1Q05 conf call quotes)

Priceline.com (ticker: PCLN) CEO Jeffery Boyd and CFO Robert Mylod talked about the online travel market and Priceline's U.K. expansion on their May 9th conference call. Key quotes:

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Posted by David Jackson on May 10, 2005 at 04:53 PM in Conf call quotes, Sub-sector: Travel, ticker: PCLN | Permalink | Comments (0) | TrackBack (0)

Friday, May 06, 2005

eLong (LONG) continues building the IAC empire (IACI 1Q05 conf call quotes)

IAC (ticker: IACI), an e-commerce company, reported Q1 2005 results yesterday. Here is what Dara Khosrowshahi, CEO of IAC Travel, had to say about majority-owned China partner and online travel service provider, eLong (ticker: LONG), during IAC's earnings results conference call:

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Posted by David Jackson on May 6, 2005 at 12:43 PM in Conf call quotes, Sub-sector: China, Sub-sector: Travel, ticker: IACI, ticker: LONG | Permalink | Comments (0) | TrackBack (0)

SINA on Q2, Internet search and Shanda (SNDA) (1Q05 conf call quotes)

Sina.com (ticker: SINA) reported Q1 2005 earnings results yesterday. Here are comments from CEO Wang Yan, Co-COO Hurst Lin, and CFO and Co-COO Charles Chao, on SINA's earnings results conference call:

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Posted by David Jackson on May 6, 2005 at 12:41 PM in Conf call quotes, Sub-sector: China, Sub-sector: Search, ticker: SINA, ticker: SNDA | Permalink | Comments (0) | TrackBack (0)

ValueClick discusses comparison shopping (1Q05 conf call quotes)

ValueClick (ticker: VCLK) CEO Jim Zarley discussed PriceRunner, the European comparison shopping business his company acquired. Standard & Poor's Equity Research analyst Scott Kessler asked Mr Zarley how PriceRunner would be differentiated from the competition once it enters the U.S. market. Here's Mr Zarley's response, and a couple of quick questions:

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Posted by David Jackson on May 6, 2005 at 12:30 PM in Conf call quotes, Sub-sector: Advertising, Sub-sector: Search, ticker: SHOP, ticker: VCLK | Permalink | Comments (1) | TrackBack (2)

Wednesday, May 04, 2005

Time Warner (TWX) discusses its online video game business (1Q05 conf call quotes)

On April 27 Time Warner (ticker: TWX) announced that it will launch an online video game business in Fall 2005 called The GameTap Broadband Entertainment Network. Comments about GameTap from the company's May 4, 2005 earning conference call with investors:

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Posted by David Jackson on May 4, 2005 at 01:13 PM in Conf call quotes, Sub-sector: Content, ticker: TWX | Permalink | Comments (0) | TrackBack (0)

Drugstore.com discusses focus and pricing in e-tailing (1Q05 conf call quotes)

Drugstore.com (ticker: DSCM) CEO Dawn Lepore outlined his strategy on the company's Q1 conference call (April 28th). The plan: focus marketing investment on higher growth segments and reduce emphasis on products suffering from acute price competition. The comments are significant for all e-tailers and investors in e-commerce stocks, as they illustrate one approach to trends that are impacting the entire sector -  increased price competition and rising marketing costs.

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Posted by David Jackson on May 4, 2005 at 08:58 AM in Conf call quotes, Sub-sector: E-tailing, ticker: DSCM | Permalink | Comments (1) | TrackBack (0)

Friday, April 29, 2005

JRJC growth plan brings skeptical reaction (1Q05 conf call quotes)

From The China Stock Blog (permission granted): China Finance Online (ticker: JRJC), a provider of subscription-based online financial data covering China listed companies, reported Q1 2005 earnings yesterday. Here are key points from the earnings results conference call:

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Posted by David Jackson on April 29, 2005 at 01:27 PM in Conf call quotes, Sub-sector: China, Sub-sector: E-finance, ticker: JRJC | Permalink | Comments (0) | TrackBack (0)

Thursday, April 28, 2005

NetEase (NTES) management pressed on the impact of NCTY's WoW (1Q05 conf call quotes)

From The China Stock Blog (permission granted): NetEase (ticker: NTES) reported Q1 2005 results on Tuesday. Here are key quotes attributed to Acting CEO Ted Sun, COO Michael Tong, and CFO Denny Lee from NetEase's Q1 earnings results conference call:

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Posted by David Jackson on April 28, 2005 at 01:29 PM in Conf call quotes, Sub-sector: China, Sub-sector: Content, ticker: NTES | Permalink | Comments (0) | TrackBack (0)

Wednesday, April 27, 2005

Infospace comments on disappointing Q2 outlook (1Q05 conf call quotes)

Infospace (ticker: INSP) CEO Jim Voelker outlined his company's disappointing Q2 guidance on its Q1 conference call. Here's what he said:

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Posted by David Jackson on April 27, 2005 at 12:58 PM in Conf call quotes, Sub-sector: Search, Sub-sector: Services, ticker: INSP | Permalink | Comments (0) | TrackBack (0)

DoubleClick puts a brave face on a humiliating exit (quotes from acquisition conf call)

DoubleClick (ticker: DCLK) CFO Bruce Dalziel outlined the terms of his company's acquisition by private equity firm Hellman & Friedman on a conference call with investors. CEO Kevin Ryan will quit, the company will be purchased for cash, and investor hopes of strong returns from an Internet advertising stock are dashed. Here's the brave face Mr Dalziel puts on the company's exit from the public stage:

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Posted by David Jackson on April 27, 2005 at 01:07 AM in Conf call quotes, Sub-sector: Advertising, ticker: DCLK | Permalink | Comments (0) | TrackBack (0)

DoubleClick on the online ad market (1Q05 conf call quotes)

DoubleClick's (ticker: DCLK) revenues from its Ad Management business were down almost 5% year over year. But CEO Kevin Ryan still made positive comments on his Q1 conference call about the online ad market:

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Posted by David Jackson on April 27, 2005 at 12:56 AM in Conf call quotes, Sub-sector: Advertising, Sub-sector: Content, ticker: DCLK | Permalink | Comments (0) | TrackBack (0)

Tuesday, April 26, 2005

Amazon on paid search and comparison shopping (1Q05 conf call quotes)

Amazon.com (ticker: AMZN) CFO Tom Szkutak and CEO Jeff Bezos were asked on their Q1 conference call about Amazon's reliance on advertising for traffic and the price impact of comparison shopping engines. Here are their answers:

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Posted by David Jackson on April 26, 2005 at 11:08 PM in Conf call quotes, Sub-sector: E-tailing, Sub-sector: Search, ticker: AMZN | Permalink | Comments (0) | TrackBack (0)

GOOG ducks a question on its conf call (1Q05 conf call quotes)

Google (ticker: GOOG) co-founder and President of Products Larry Page was asked by CIBC analyst Mike Gallant on GOOG's Q1 conference call when it expects its new product initiatives (such as Google News, Froogle and Gmail) to generate signficant amounts of revenue. Mr Page's reply:

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Posted by David Jackson on April 26, 2005 at 12:31 AM in Conf call quotes, Sub-sector: Search, ticker: GOOG | Permalink | Comments (0) | TrackBack (0)

CNET ducks a question on its conf call (1Q05 conf call quotes)

CNET Networks (ticker: CNET) CEO Shelby Bonnie took questions from analysts on the company's Q1 financial results conference call. Piper Jaffray analyst Safa Rashtchy has been bullish on CNET's stock, ranking it as one of his top picks in the Internet sector. He asked two questions:

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Posted by David Jackson on April 26, 2005 at 12:01 AM in Conf call quotes, Earnings results, Sub-sector: Content, ticker: CNET | Permalink | Comments (0) | TrackBack (0)

Friday, April 22, 2005

Netflix comments on increased marketing spend (1Q05 conf call quotes)

Netflix CEO Reed Hastings provided lower than expected guidance for Q2 and the remainder of 2005 on his conference call, and the stock plunged in response. Here's his justification for increasing Netflix' spending on marketing and emphasising lower priced rental plans:

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Posted by David Jackson on April 22, 2005 at 01:43 PM in Conf call quotes, Sub-sector: E-tailing, ticker: NFLX | Permalink | Comments (0) | TrackBack (0)

Thursday, April 21, 2005

E*Trade on online brokerage industry consolidation (quotes from 1Q05 conf call)

Until now, Ameritrade (ticker: AMTD) has been the key consolidator in the online brokerage industry. E*Trade (ticker: ET) was reportedly in talks with TD Waterhouse, but they fell apart. E*Trade CEO Mitch Caplan outlined the case for consolidation on his Q1 earnings call:

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Posted by David Jackson on April 21, 2005 at 12:21 AM in Conf call quotes, Sub-sector: E-tailing, ticker: ET | Permalink | Comments (0) | TrackBack (0)

eBay on paid search (quotes from the 1Q05 conf call)

eBay (ticker: EBAY) CFO  Rajiv Dutta  went out of his way to comment on the paid search market on the company's Q1 earnings results conference call:

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Posted by David Jackson on April 21, 2005 at 12:03 AM in Conf call quotes, Sub-sector: E-tailing, ticker: EBAY | Permalink | Comments (1) | TrackBack (1)

Wednesday, April 20, 2005

YHOO demolishes the "declining sponsored search price" myth (quotes from 1Q05 conf call)

Yahoo (ticker: YHOO) CFO Sue Decker discussed her company's search business on its Q1 earnings conference call. She specifically addressed recent assertions from some sell-side analysts that sponsored search prices are in decline:

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Posted by David Jackson on April 20, 2005 at 11:28 AM in Conf call quotes, Sub-sector: Search, ticker: YHOO | Permalink | Comments (0) | TrackBack (0)

Tuesday, April 19, 2005

Traffix 1Q05 conference call transcript

Here are the entire prepared remarks (not available at the time of writing on StreetEvents) of the Traffix (ticker: TRFX) 1Q2005 earnings conference call:

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Posted by David Jackson on April 19, 2005 at 05:15 PM in Conf call quotes, Sub-sector: Content, ticker: TRFX | Permalink | Comments (0) | TrackBack (0)

Monday, April 11, 2005

Greenfield Online - SRVY - discusses its acquisition of CIAO AG (quotes from the conf call)

Online survey company Greenfield Online (ticker: SRVY) announced the acquisition of CIAO, the largest independent survey research provider in Europe, for $154 million. EUR57.7 million was paid in cash and the rest with 3.9 million shares of Greenfield Online common stock.  Extracts from the conference call discussing the deal:

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Posted by David Jackson on April 11, 2005 at 06:37 AM in Conf call quotes, Sub-sector: Services, ticker: SRVY | Permalink | Comments (0) | TrackBack (0)

Friday, March 25, 2005

Hollywood Media discusses Broadway.com (quotes from the 4Q04 conf call)

Hollywood Media (ticker: HOLL) CEO Mitch Rubenstein discussed his company's theater tickets business on his 4Q04 earnings conference call. Hollywood's theater ticketing business has two channels: (1) a consumer unit that offers online sales at Broadway.com and telephone sales at 1-800-Broadway, and (2) a group sales unit. The growth driver is the consumer unit; its sales were up 78% year over year for January plus February. Here are Mr Rubenstein's comments:

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Posted by David Jackson on March 25, 2005 at 12:31 AM in Conf call quotes, Sub-sector: E-tailing, ticker: HOLL | Permalink | Comments (0) | TrackBack (0)

Tuesday, March 22, 2005

Homestore joins the rush to PPC ads (quotes from the 4Q04 conf call)

Homestore.com (ticker: HOMS) CEO Mike Long mentioned plans to offer pay-per-click ads on Homestore's network of web sites on his Q4 earnings conference call. Here are some key quotes from the call, followed by a quick comment:

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Posted by David Jackson on March 22, 2005 at 08:37 AM in Conf call quotes, Sub-sector: Advertising, ticker: HOMS, ticker: RATE | Permalink | Comments (0) | TrackBack (0)

Monday, March 21, 2005

IAC on the synergies of acquiring ASKJ (conf call quotes)

Barry Diller outlines the benefits to IAC (ticker: IACI) of the Ask Jeeves (ticker: ASKJ) acquisition announced today:

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Posted by David Jackson on March 21, 2005 at 03:13 PM in Conf call quotes, Sub-sector: Search, ticker: ASKJ, ticker: IACI | Permalink | Comments (0) | TrackBack (0)

Friday, March 18, 2005

WebMD - HLTH - on the medical content business (4Q04 conf call quotes)

WebMD (ticker: HLTH) CEO Roger Holstein discussed the performance and growth of WebMD's medical content web business on his Q4 earnings results conference call. Key quotes, including traffic stats:

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Posted by David Jackson on March 18, 2005 at 08:33 AM in Conf call quotes, Sub-sector: Content, ticker: HLTH | Permalink | Comments (0) | TrackBack (0)

Thursday, March 17, 2005

GuruNet on partnerships, growth and competition (quotes from the 4Q04 conf call)

GuruNet (ticker: GRU) CEO Bob Rosenschein used his company's Q4 earnings conference call to describe Answers.com's growth potential, partnerships and competitive position. The  GURU conference call transcript isn't available elsewhere, so here are the prepared remarks in full (minus the standard legal disclaimers):

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Posted by David Jackson on March 17, 2005 at 04:48 PM in Conf call quotes, Sub-sector: Search, ticker: GRU | Permalink | Comments (0) | TrackBack (1)

Tuesday, March 15, 2005

Aptimus (APTM) on cost-per-lead based ads (quotes from 4Q04 conf call)

Aptimus (ticker: APTM) CEO Tim Choate discussed "cost-per-lead" based advertising on his company's Q4 earnings conference call (Feb 17th). Aptimus runs a pay-per-action advertising network. Key quotes:

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Posted by David Jackson on March 15, 2005 at 09:12 AM in Conf call quotes, Sub-sector: Advertising, ticker: APTM | Permalink | Comments (0) | TrackBack (0)

51Job (JOBS) on results, competition and lockup (quotes from 4Q04 conf call)

51Job (ticker: JOBS), a Chinese online recruitment and human resource services company, released Q4 2004 earnings yesterday morning. CEO Rick Yan expanded on those results during the company's conference call. Key quotes:

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Posted by David Jackson on March 15, 2005 at 09:07 AM in Conf call quotes, Sub-sector: China, Sub-sector: Services, ticker: JOBS | Permalink | Comments (0) | TrackBack (0)

Friday, March 11, 2005

eBay #1 in China? No, though Meg Whitman claims "yes".

eBay (ticker: EBAY) CEO Meg Whitman discussed the company's Chinese subsidiary eBay Eachnet and the competitive environment in China at its Analyst Day in February. Here are excerpts from her comments followed by a discussion of Chinese online auction competitor Taobao from The China Stock Blog:

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Posted by David Jackson on March 11, 2005 at 12:01 AM in Conf call quotes, Sub-sector: China, Sub-sector: E-tailing, ticker: EBAY | Permalink | Comments (0) | TrackBack (0)

Wednesday, March 09, 2005

24/7 Real Media - TFSM - entire 4Q04 conf call transcript

24/7 Real Media (ticker: TFSM)'s Q4 conference call transcript is not available from StreetEvents, so I'm providing it here in full. One of my goals is to make The Internet Stock Blog a valuable Internet stock research tool, which is why every post is categorized by ticker and the tickers are listed down the left-hand side of the page.

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Posted by David Jackson on March 9, 2005 at 11:19 AM in Conf call quotes, Sub-sector: Advertising, ticker: TFSM | Permalink | Comments (0) | TrackBack (0)

How much was HOLL's contract with GOOG for movie showtimes worth? (Quotes from the 3Q04 conf call)

Hollywood Media (ticker: HOLL) CEO Mitch Rubenstein discussed his company's movie data business on his Q3 conference call in November. That was before the roll-out of Google Movies, which is powered by HOLL's movie showtime listings. Note his comment about the value of "new large contracts" in negotiation - a clue to the value of the GOOG deal?

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Posted by David Jackson on March 9, 2005 at 08:42 AM in Conf call quotes, Sub-sector: Content, ticker: GOOG, ticker: HOLL | Permalink | Comments (0) | TrackBack (1)

Tuesday, March 08, 2005

IACI on its acquisition of Cornerstone (quotes from investor conf)

IAC (ticker: IACI) CFO Tom McInerney discussed the rationale for IAC's acquisition of catalog and web retailer Cornerstone in his presentation to the Bear Stearns Annual Media Conference:

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Posted by David Jackson on March 8, 2005 at 10:17 AM in Conf call quotes, Sub-sector: E-tailing, ticker: IACI | Permalink | Comments (0) | TrackBack (0)

Monday, March 07, 2005

Interchange - INCX - on mobile local search (quotes from the 4Q04 conf call)

Interchange Corporation (ticker: INCX) CEO Heath Clarke discussed his company's strategy for the local mobile search market on his Q4 results conference call. Key quotes:

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Posted by David Jackson on March 7, 2005 at 04:01 PM in Conf call quotes, Sub-sector: Search, ticker: INCX | Permalink | Comments (0) | TrackBack (0)

WeightWatchers.com more profitable and growing faster than eDiets - DIET

Weight Watchers International CEO Linda Huett provided data about WeightWatchers.com on her Q4 '04 earnings conference call. These are important stats for investors in eDiets (ticker: DIET) and those tracking eCommerce growth generally. Here are the relevant quotes, plus comments:

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Posted by David Jackson on March 7, 2005 at 08:00 AM in Conf call quotes, Earnings results, Sub-sector: E-tailing, ticker: DIET | Permalink | Comments (0) | TrackBack (0)

Jupiter Media - JUPM - on Internet trade shows

Guess which part of Jupitermedia's trade show business is growing the fastest? Surprise, surprise: "Search Engine Strategies". Here's what JUPM CEO Alan Meckler said about the Internet trade show business on his Q4 conference call:

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Posted by David Jackson on March 7, 2005 at 07:25 AM in Conf call quotes, Sub-sector: Services, ticker: JUPM | Permalink | Comments (0) | TrackBack (0)

Friday, March 04, 2005

Tucows - TCOW.OB - on domain name registrations (quotes from the 4Q04 conf call)

Here's what Tucows (ticker: TCOW.ob) CEO Elliot Ness said about the domain name registration business on his February 10th conference call to discuss fourth quarter earnings:

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Posted by David Jackson on March 4, 2005 at 08:17 AM in Conf call quotes, Sub-sector: Services, ticker: RCOM, ticker: TCOW | Permalink | Comments (0) | TrackBack (0)

Friday, February 25, 2005

Verisign (VRSN) on domain name arbitrage and the .net domain (quotes from the Goldman conf)

Here's what Verisign (ticker: VRSN) CEO Stratton Sclavos said at the Goldman Sachs 2005 Technology Conference about the domain name registration business. He addressed two key issues: the business of buying up expired domain names to run them as advertising sites with pay-per-click ads, and the rights for registration of the .net domain:

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Posted by David Jackson on February 25, 2005 at 11:51 AM in Conf call quotes, Sub-sector: Infrastructure, ticker: RCOM, ticker: TCOW, ticker: VRSN | Permalink | Comments (0) | TrackBack (0)

Thursday, February 24, 2005

WebSideStory (WSSI) on keyword bid management (quotes from the Atomz acquisition conf call)

Here's what WebSideStory (ticker: WSSI) CEO Jeff Lunsford said about keyword bid management on his February 9th conference call discussing the acquisition of Atomz:

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Posted by David Jackson on February 24, 2005 at 07:18 PM in Conf call quotes, Sub-sector: Advertising, Sub-sector: Services, ticker: WSSI | Permalink | Comments (0) | TrackBack (0)

FindWhat.com (FWHT) on the pay-for-performance advertising market (quotes from the 4Q04 conf call)

Here's what FindWhat (ticker: FWHT) CEO Craig Pisaris-Henderson said on his fourth quarter earnings results conference call about the future of the pay-for-performance advertising market:

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Posted by David Jackson on February 24, 2005 at 12:04 AM in Conf call quotes, Sub-sector: Advertising, Sub-sector: Content, ticker: FWHT | Permalink | Comments (0) | TrackBack (2)

FindWhat.com (FWHT) attacks Google (GOOG) and Overture (YHOO) on conference call (quotes from the 4Q04 conf call)

FindWhat (ticker: FWHT) CEO Craig Pisaris-Henderson made a controversial comment on his fourth quarter earnings results conference call about Google (ticker: GOOG) and Overture (owned by Yahoo!, ticker: YHOO). Here it is:

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Posted by David Jackson on February 24, 2005 at 12:03 AM in Conf call quotes, Sub-sector: Search, ticker: FWHT, ticker: GOOG, ticker: YHOO | Permalink | Comments (0) | TrackBack (1)

Wednesday, February 23, 2005

Netease (NTES) on the Chinese Internet industry (quotes from the conf call)

Netease (ticker: NTES) reported Q4 results yesterday. On its conference call, the company discussed eBay's (ticker: EBAY) China strategy, competitors' games, and the implications of Shanda's (ticker: SNDA) equity stake in Sina.com (ticker: SINA):

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Posted by David Jackson on February 23, 2005 at 02:39 PM in Conf call quotes, Sub-sector: China, ticker: EBAY, ticker: NTES, ticker: SINA, ticker: SNDA | Permalink | Comments (0) | TrackBack (0)

Will eDiets.com (DIET) meet its own goals, or will the stock get slimmed-down?

Comments made by eDiets.com (ticker: DIET) CEO David Humble on his company's 3Q04 earnings call now seem prescient. But they also set a clear yardstick for judging whether the company's Q4 results (which it reports Thursday morning before market open) are successful. Here's what he said, and a quick comment:

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Posted by David Jackson on February 23, 2005 at 12:08 AM in Conf call quotes, Sub-sector: Services, ticker: DIET | Permalink | Comments (0) | TrackBack (0)

Tuesday, February 22, 2005

Ctrip (CTRP) - key points from conf call - implications for eLong (LONG)

Ctrip (ticker: CTRP) reported Q4 results today. Here are some key points from the conference call:

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Posted by David Jackson on February 22, 2005 at 09:14 PM in Conf call quotes, Sub-sector: China, Sub-sector: Travel, ticker: CTRP, ticker: LONG | Permalink | Comments (0) | TrackBack (0)

Sunday, February 20, 2005

Netflix (NFLX) on The Long Tail in movie rentals (quotes from the Citigroup presentation)

Netflix has revolutionized the movie rental business by offering a far larger choice of movies than is available from a regular rental store; as a result, a larger proportion of Netflix' rentals are "back catalog" rentals as opposed to new releases. Netflix CEO Reed Hastings discussed the economics ofcatalog versus new release movie rentals at his presentation at the Smith Barney Citigroup investors conference. Here's what he said:

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Posted by David Jackson on February 20, 2005 at 01:22 PM in Conf call quotes, Sub-sector: E-tailing, ticker: NFLX | Permalink | Comments (3) | TrackBack (0)

Cendant on the online travel business (quotes from the 4Q04 conf call)

Cendant CEO Henry Silverman and CFO Ron Nelson discussed the online travel business on Cendant's February 8th conference call. Cendant recently purchased Orbitz, and is in process of acquiring e-bookers, transforming the growth rate of the company's travel business. In the fourth quarter, Cendant's offline travel bookings were off 20%, whereas its online bookings were up 13% (and 34% excluding Orbitz). Here's what they said about the online travel business:

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Posted by David Jackson on February 20, 2005 at 12:44 PM in Conf call quotes, Sub-sector: Travel, ticker: CD | Permalink | Comments (0) | TrackBack (0)

Friday, February 18, 2005

Priceline.com (PCLN) on marketing and online advertising (quotes from the 4Q04 conf call)

Priceline.com (ticker: PCLN) CEO Jeff Boyd and CFO Bob Mylod discuss their planned spending on marketing and advertising:

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Posted by David Jackson on February 18, 2005 at 11:45 AM in Conf call quotes, Sub-sector: Travel, ticker: PCLN | Permalink | Comments (0) | TrackBack (0)

ValueClick (VCLK) on comparison shopping (quotes from the 4Q04 conf call)

ValueClick (ticker: VCLK) CEO JIm Zarley discusses his company's purchase of European comparison shopping engine PriceRunner and his plans for its expansion in 2005:

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Posted by David Jackson on February 18, 2005 at 10:50 AM in Conf call quotes, Sub-sector: Search, ticker: SHOP, ticker: VCLK | Permalink | Comments (0) | TrackBack (0)

ValueClick (VCLK) on AdWords and affiliate marketing (quotes from the 4Q04 conf call)

ValueClick (ticker: VCLK) CEO JIm Zarley discusses the impact on affiliate marketers of Google's change in rules to the AdWords program, which reduces the number of ads that appear for the same product and end-vendor on a single search or content page.  Here's what he said:

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Posted by David Jackson on February 18, 2005 at 10:45 AM in Conf call quotes, Sub-sector: Advertising, ticker: VCLK | Permalink | Comments (0) | TrackBack (2)

TheStreet.com (TSCM) on the online brokerage business and financial portals (quotes from the conf call)

TheStreet.com CEO Tom Clarke and COO Jim Lonergan talk about online trading and financial portals on their company's Q4 conference call:

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Posted by David Jackson on February 18, 2005 at 01:56 AM in Conf call quotes, Sub-sector: Content, Sub-sector: E-finance, ticker: TSCM | Permalink | Comments (1) | TrackBack (0)

NY Times discusses About.com acquisition (quotes from the conf call)

NY Times CEO Janet Robinson, EVP Digital Ops Martin Nisenholz and CFO Len Forman discuss their company's acquisition of About.com for $410 million:

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Posted by David Jackson on February 18, 2005 at 12:41 AM in Conf call quotes, Sub-sector: Advertising, Sub-sector: Content, ticker: GOOG, ticker: NYT | Permalink | Comments (0) | TrackBack (1)

Thursday, February 17, 2005

E-Loan (EELN) on marketing and the online loan market (quotes from the conf call)

E-Loan founder Chris Larsen and CEO Mark Lefanowicz discussed their company's marketing strategy and the outlook for the online loan market. Here's what they said:

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Posted by David Jackson on February 17, 2005 at 11:40 PM in Conf call quotes, Sub-sector: E-finance, ticker: EELN | Permalink | Comments (0) | TrackBack (0)

IAC (IACI) on local online ads and services (quotes from the conf call)

IAC (ticker: IACI) CEO Barry Diller talked on his Q4 results conference call about all of IAC's businesses. Here's what he said about local advertising and services:

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Posted by David Jackson on February 17, 2005 at 08:29 PM in Conf call quotes, Sub-sector: Advertising, Sub-sector: Content, Sub-sector: E-tailing, Sub-sector: Services, ticker: IACI | Permalink | Comments (0) | TrackBack (0)

Stamps.com (STMP) on customizable postage stamps (quotes from the conf call)

Stamps.com (ticker: STMP) CEO Ken McBride discussed his company's "PhotoStamp" trial, which allows customers to create stamps from their own uploaded images. Here's what he said:

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Posted by David Jackson on February 17, 2005 at 05:45 PM in Conf call quotes, Sub-sector: E-tailing, ticker: STMP | Permalink | Comments (2) | TrackBack (0)

Internet Capital Group (ICGE) discusses LinkShare and On-Demand software (quotes from the conf call)

Internet Capital Group CEO Walter Buckley discussed LinkShare, which ICGE owns 40% of, and On-Demand software. LinkShare competes directly with ValueClick (ticker: VCLK). Here's what Buckley said:

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Posted by David Jackson on February 17, 2005 at 03:46 PM in Conf call quotes, Sub-sector: Advertising, ticker: ICGE, ticker: VCLK | Permalink | Comments (0) | TrackBack (0)

PlanetOut on the online advertising and mobile content markets (quotes from the conf call)

PlanetOut (ticker: LGBT) CEO Lowell Selvin discussed the online advertising market and his move into mobile content on PlanetOut's Q4 conference call. He said:

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Posted by David Jackson on February 17, 2005 at 02:18 PM in Conf call quotes, Sub-sector: Content, ticker: LGBT | Permalink | Comments (0) | TrackBack (0)

GSI Commerce (GSIC) discusses e-commerce outsourcing (quotes from the conf call)

GSI Commerce (ticker: GSIC) CEO Michael Rubin discussed his company's strategy as an outsourced provider of e-commerce infrastructure on his conference call. He said:

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Posted by David Jackson on February 17, 2005 at 01:02 PM in Conf call quotes, Sub-sector: E-tailing, ticker: GSIC | Permalink | Comments (0) | TrackBack (0)

Internet stocks quote of the quarter

This has got to be the best quote from any Internet company's Q4 conference call:

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Posted by David Jackson on February 17, 2005 at 08:01 AM in Conf call quotes, Sub-sector: Content, ticker: KNOT | Permalink | Comments (0) | TrackBack (0)

eCost compares itself to Overstock.com (quotes from the conf call)

Here's how eCost CEO Adam Shaffer compared his company's strategy to Overstock's during his Q4 earnings conference call:

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Posted by David Jackson on February 17, 2005 at 12:51 AM in Conf call quotes, Sub-sector: E-tailing, ticker: ECST, ticker: OSTK | Permalink | Comments (0) | TrackBack (0)

Wednesday, February 16, 2005

aQuantive (AQNT) on the online advertising market in 2005 (quotes from the conf call)

Brian McAndrews, CEO of aQuantive (ticker: AQNT), talked about the prospects for the online ad market in 2005. Here's what he said:

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Posted by David Jackson on February 16, 2005 at 03:30 PM in Conf call quotes, Sub-sector: Advertising, ticker: AQNT | Permalink | Comments (0) | TrackBack (0)

The Knot (KNOT.OB) on customer acquisition costs plus the online dating market (quotes from the conf call)

David Liu, CEO of the The Knot, discusses his company's marketing strategy and the rationale for its recent purchase of GreatBoyfriends LLC, an online dating company that runs greatboyfriends.com and greatgirlfriends.com. Only three analysts were on the call:

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Posted by David Jackson on February 16, 2005 at 01:33 PM in Conf call quotes, Sub-sector: Content, Sub-sector: E-tailing, ticker: KNOT | Permalink | Comments (0) | TrackBack (1)

Audible (ADBL) on bloggers, Podcasting, The Long Tail and wireless (quotes from the conf call)

Audible CEO Donald Katz outlined the expansion initiatives that will reduce Audible's earnings and cash flow in 2005 and which consequently crushed his stock this evening in late trading. Geographical expansion will startwith the U.K. and sector expansion with the education market. But his most interesting remarks were about distributing Audible content wirelessly (cell phones and car audio), and becoming a distribution channel for bloggers and Podcasters.

He might not have judged the stock impact correctly, but he certainly gets The Long Tail:

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Posted by David Jackson on February 16, 2005 at 12:07 AM in Conf call quotes, Sub-sector: Content, ticker: ADBL | Permalink | Comments (3) | TrackBack (1)

Tuesday, February 15, 2005

Youbet.com (UBET) on expansion into the Chinese and Spanish-speaking markets (quotes from the conf call)

Youbet.com (ticker: UBET) CEO Chuck Champion discussed his company's plans to expend into the non-English speaking U.S. markets, as well as his view of horseracing betting industry consolidation. Here are his comments:

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Posted by David Jackson on February 15, 2005 at 01:15 PM in Conf call quotes, Sub-sector: Services, ticker: UBET | Permalink | Comments (0) | TrackBack (1)

Thursday, February 10, 2005

Even United Online is entering VoIP (quotes from the conf call)

Mark Goldston, United Online's CEO, discusses his plans to enter the Voice over IP market during his Q4 earnings conference call:

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Posted by David Jackson on February 10, 2005 at 01:52 AM in Conf call quotes, Sub-sector: Infrastructure, Sub-sector: Services, ticker: UNTD | Permalink | Comments (1) | TrackBack (0)

Wednesday, February 09, 2005

Napster (NAPS) on Napster-to-Go (quotes from the conf call)

Napster-to-Go is Napster's (ticker: NAPS) subscription MP3 service. Users pay a monthly flat fee, and can then download and listen to as many songs as they want to, and are able to transfer the songs to compatible portable MP3 players. Here's what Napster said about it on its Q4 conference call:

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Posted by David Jackson on February 9, 2005 at 10:15 PM in Conf call quotes, Sub-sector: Content, ticker: NAPS | Permalink | Comments (0) | TrackBack (0)

Time Warner (TWX) on movies, cable, networks, and AOL (quotes from the conf call)

Here's what Time Warner (ticker: TWX) said on its conference call (key points and quotes) about movies, cable, networks and AOL. (Source: The Media Stock Blog - permission for full reproduction explicitly granted.)

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Posted by David Jackson on February 9, 2005 at 05:03 PM in Conf call quotes, Sub-sector: Advertising, Sub-sector: Content, Sub-sector: Infrastructure, ticker: TWX | Permalink | Comments (0) | TrackBack (0)

iVillage (IVIL) on video ads (quotes from the conf call)

Here's what iVillage (ticker: IVIL) CEO Doug McCormick said about video ads on iVillage's Q4 conference call:

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Posted by David Jackson on February 9, 2005 at 03:40 PM in Conf call quotes, Sub-sector: Advertising, Sub-sector: Content, ticker: IVIL | Permalink | Comments (0) | TrackBack (0)

Tuesday, February 08, 2005

Blue Nile (NILE) on the online jewelry market (quotes from the conf call)

Here's what Blue Nile (ticker: NILE) CEO Mark Vadon had to say on his Q4 earnings conference call about marketing, diamond prices and Blue Nile's market share:

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Posted by David Jackson on February 8, 2005 at 11:22 PM in Conf call quotes, Sub-sector: E-tailing, ticker: AMZN, ticker: NILE, ticker: OSTK | Permalink | Comments (1) | TrackBack (0)

Sina.com (SINA) on mobile content in China (quotes from the conf call)

Sina (ticker: SINA) announced quarterly results last night. Here are some key quotes:

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Posted by David Jackson on February 8, 2005 at 11:01 PM in Conf call quotes, Sub-sector: China, Sub-sector: Content, ticker: SINA | Permalink | Comments (0) | TrackBack (1)

Earthlink (ELNK) on VoIP (quotes from the conf call)

Here's what Earthlink (ticker: ELNK) CEO Gary Betty said his company's plans for voice over IP services (VoIP) on Earthlink's Q4 earnings conference call:

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Posted by David Jackson on February 8, 2005 at 04:39 PM in Conf call quotes, Sub-sector: Infrastructure, Sub-sector: Travel, ticker: ELNK | Permalink | Comments (0) | TrackBack (0)

Earthlink (ELNK) on broadband profitablity (quotes from the conf call)

Here's what Earthlink (ticker: ELNK) CEO Gary Betty said about the profitability of broadband services on his company's Q4 earnings conference call:

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Posted by David Jackson on February 8, 2005 at 04:36 PM in Conf call quotes, Sub-sector: Infrastructure, ticker: EELN | Permalink | Comments (0) | TrackBack (0)

Ask Jeeves (ASKJ) on search and advertising (quotes from the conf call)

Here's what Ask Jeeves CEO Steve Berkowits said on ASKJ's Q4 earnings call about the search market, the online advertising market, and his company's strategy:

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Posted by David Jackson on February 8, 2005 at 07:27 AM in Conf call quotes, Sub-sector: Advertising, Sub-sector: Search, ticker: ASKJ | Permalink | Comments (0) | TrackBack (0)

Monday, February 07, 2005

Bankrate.com (RATE) on Internet advertising (quotes from the conf call)

Here's what Bankrate.com CEO Tom Evans had to say about the Internet advertising market on his company's Q4 earnings conference call:

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Posted by David Jackson on February 7, 2005 at 03:29 PM in Conf call quotes, Sub-sector: Advertising, Sub-sector: Content, Sub-sector: Infrastructure, ticker: RATE | Permalink | Comments (0) | TrackBack (0)

Provide Commerce (PRVD) on online marketing (quotes from the conf call)

Provide Commerce (ticker: PRVD) has some interesting things to say about online marketing on its conference call:

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Posted by David Jackson on February 7, 2005 at 01:06 PM in Conf call quotes, Sub-sector: Advertising, Sub-sector: E-tailing, Sub-sector: Search, ticker: GOOG, ticker: PRVD, ticker: YHOO | Permalink | Comments (0) | TrackBack (0)

Sunday, February 06, 2005

Cnet (CNET) on online advertising (quotes from the conf call)

Here's what CNET had to say on its conference call about the online advertising market, and the company's focus and financial leverage:

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Posted by David Jackson on February 6, 2005 at 02:49 PM in Conf call quotes, Sub-sector: Advertising, Sub-sector: Content, ticker: CNET | Permalink | Comments (0) | TrackBack (0)

Friday, February 04, 2005

Amazon on Amazon Prime

Here's what Amazon said on its Q4 conference call about Amazon Prime, its new membership program for reduced cost shipping:

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Posted by David Jackson on February 4, 2005 at 02:39 PM in Conf call quotes, Sub-sector: E-tailing, ticker: AMZN, ticker: OSTK | Permalink | Comments (0) | TrackBack (0)

Tuesday, February 01, 2005

Google (GOOG) on search and contextual advertising (quotes from the conf call)

Google talked about search traffic growth, its contextual advertising business, local search, desktop search and traffic acquisition costs on its Q4 earnings conference call tonight. Here are some key quotes:

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Posted by David Jackson on February 1, 2005 at 07:20 PM in Conf call quotes, Sub-sector: Search, ticker: GOOG | Permalink | Comments (0) | TrackBack (0)

Microsoft (MSFT) on MSN (quotes from the conf call)

Microsoft (ticker: MSFT) commented on MSN and its new search service in its conference call. Here are the relevant quotes:

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Posted by David Jackson on February 1, 2005 at 07:04 AM in Conf call quotes, Sub-sector: Search, ticker: MSFT | Permalink | Comments (0) | TrackBack (0)

Monday, January 31, 2005

Overstock.com (OSTK) on strategy (quotes from the conf call)

Overstock's conference call is one of the most lively of earnings season. These quotes just don't do it justice. But here they are anyway. CEO Patrick Byrne talks about price competition with Amazon, Overstock's expected 2005 growth, customer growth rate, gross margins and auctions:

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Posted by David Jackson on January 31, 2005 at 07:15 AM in Conf call quotes, Sub-sector: E-tailing, ticker: OSTK | Permalink | Comments (0) | TrackBack (0)

LookSmart on what went wrong (quotes from the conf call)

LookSmart pre-announced that it would miss Q4 consensus estimates a couple of weeks ago. Here's the additional explanation provided by CEO David Hills on LookSmart's conference call:

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Posted by David Jackson on January 31, 2005 at 07:00 AM in Conf call quotes, Sub-sector: Search, ticker: LOOK | Permalink | Comments (0) | TrackBack (0)

Thursday, January 27, 2005

Real Networks (RNWK) on the digital music business (quotes from the conf call)

Here's Real Networks' discussion of its digital music business from its conference call:

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Posted by David Jackson on January 27, 2005 at 11:43 AM in Conf call quotes, Sub-sector: Content, ticker: RNWK | Permalink | Comments (0) | TrackBack (1)

Verisign (VRSN) on mobile content (quotes from the conf call)

Here's what Verisign said on its call about the market for mobile content:

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Posted by David Jackson on January 27, 2005 at 11:18 AM in Conf call quotes, Sub-sector: Content, Sub-sector: Infrastructure, ticker: VRSN | Permalink | Comments (0) | TrackBack (1)

Wednesday, January 26, 2005

Red Envelope (REDE) on luxury e-tailing (quotes from the conf call)

Here's what Red Envelope had to say about its business in Q4:

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Posted by David Jackson on January 26, 2005 at 01:30 PM in Conf call quotes, Sub-sector: E-tailing, ticker: REDE | Permalink | Comments (0) | TrackBack (0)

Keynote (KEYN) demonstrates "performance transparency" (quotes from the conf call)

After issuing guidance below consensus for Q1, e-commerce performance measurement firm Keynote Systems faced questioning from analysts. Here's how it started:

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Posted by David Jackson on January 26, 2005 at 12:23 AM in Conf call quotes, Sub-sector: Services, ticker: KEYN | Permalink | Comments (0) | TrackBack (1)

Monday, January 24, 2005

Netflix (NFLX) on DVD rental competition (quotes from the conf call)

Here's what Neflix had to say about the online DVD rental market and competition from Blockbuster:

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Posted by David Jackson on January 24, 2005 at 11:09 PM in Conf call quotes, Sub-sector: E-tailing, ticker: NFLX | Permalink | Comments (0) | TrackBack (0)

Thursday, January 20, 2005

eBay (EBAY) on China (quotes from the conf call)

eBay announced that profitability next year would be lower than analysts had expected. (The stock was whacked in after-hours trading.) Why? Because eBay plans to invest heavily in expanding in China and growing PayPal's business. Here's what EBAY said about its China expansion:

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Posted by David Jackson on January 20, 2005 at 09:05 AM in Conf call quotes, Sub-sector: China, Sub-sector: E-tailing, ticker: EBAY | Permalink | Comments (0) | TrackBack (0)

Wednesday, January 19, 2005

Ameritrade (AMTD) on online brokerage consolidation (quotes from the conf call)

Here's what Ameritrade had to say about consolidation in the online brokerage business, account growth, sources of profits and repurchase of stock:

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Posted by David Jackson on January 19, 2005 at 03:50 PM in Conf call quotes, Sub-sector: E-finance, ticker: AMTD | Permalink | Comments (0) | TrackBack (0)

Thursday, November 04, 2004

InterActiveCorp (IACI) discusses the online travel market (3Q04 conf call)

IAC's stock rose 15% today after it reported earnings that beat analysts' expections.  But IAC CEO Barry Diller and CFO Dara Khosrowshahi admitted to challenges in the online travel market.  Here are IAC's results and the key issues IAC faces in 200 of their own words:

(I'm providing these excerpts as a prelude to a series of non-consensus pieces discussing Internet trends and how they will impact the results of the leading Internet companies.)

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Posted by David Jackson on November 4, 2004 at 12:08 PM in Conf call quotes, Sub-sector: Travel, ticker: IACI | Permalink | Comments (0) | TrackBack (0)

Friday, October 22, 2004

Cendant's travel business in transition (quotes from the 3Q04 conf call)

Cendant, which owns rental car, travel booking and air travel businesses, is moving more aggressively into the online travel market. Here's what CFO Ron Nelson said on the company's October 21st conference call about the impact on Cendant's profit growth:

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Posted by David Jackson on October 22, 2004 at 12:43 PM in Conf call quotes, Sub-sector: Travel, ticker: CD | Permalink | Comments (0) | TrackBack (0)

Thursday, October 21, 2004

Quotes from the Earthlink (ELNK) 3Q04 conference call

All quotes are from the CCBN StreetEvents transcripts:

…this quarter we added 67,000 net subscribers and ended quarter with 5.4 million subscribers, an increase of 9 percent from the third quarter of 2003... we added 74,000 net broadband subscribers… ended the quarter with 1.3 million broadband customers, an increase of 34.3 percent…  added 133,000 net PeoplePC narrowband subscribers, while our premium narrowband subscriber base declined a similar amount.

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Posted by David Jackson on October 21, 2004 at 12:15 PM in Conf call quotes, Sub-sector: Infrastructure, ticker: ELNK | Permalink | Comments (0) | TrackBack (0)

Quotes from the eBay (EBAY) 3Q04 conference call

All quotes are from the CCBN StreetEvents transcripts:

Net revenue totaled a record 806 million representing strong year-over-year growth of 52%… eBay EachNet is far and away the number 1 e-commerce player in China… EachNet now supports the third largest eBay population outside the United States…

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Posted by David Jackson on October 21, 2004 at 11:56 AM in Conf call quotes, Sub-sector: E-tailing, ticker: EBAY | Permalink | Comments (0) | TrackBack (0)

Tuesday, October 12, 2004

Quotes from Yahoo!'s (YHOO) 3Q04 conference call

Here are 200 words from Yahoo's Q3 earnings conference call:

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Posted by David Jackson on October 12, 2004 at 12:19 PM in Conf call quotes, Sub-sector: Content, ticker: YHOO | Permalink | Comments (0) | TrackBack (0)