March 07, 2005

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)

March 05, 2005

24/7 Real Media - TFSM - EPS in line, guides below consensus

24/7 Real Media (ticker: TFSM) announced Q4 results on March 2nd. TFSM stock closed at $3.55 before results were announced; the next day it opened at $3.66, and on Friday closed at $3.43. Key data points from the results, plus a couple of quick comments:

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Posted by David Jackson on March 5, 2005 at 11:17 PM in Earnings results, Sub-sector: Advertising, ticker: TFSM | Permalink | Comments (0) | TrackBack (0)

February 24, 2005

WebSideStory (WSSI) reports in-line with positive pre-announcement (4Q04 earnings)

Website analytics firm WebSideStory (ticker: WSSI) reported fourth quarter results in-line with consensus, and provided guidance in-line with consensus. WSSI already positively announced upside to its Q4 numbers in early January, and the results it announced today were slightly above that guidance. So here are the details, and refer to coverage of the pre-announcement for comments:

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Posted by David Jackson on February 24, 2005 at 06:35 PM in Earnings results, Sub-sector: Services, ticker: WSSI | Permalink | Comments (0) | TrackBack (0)

eDiets (DIET) investors lose wallet-weight after Q4 results (4Q04 earnings)

Micro-cap online diet company eDiets.com (ticker: DIET) reported Q4 numbers this morning that led to a 20% pummeling of its stock in subsequent trading. Details and comments (look at the percentage of subscription revenue spent on sales and marketing and be amazed!):

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Posted by David Jackson on February 24, 2005 at 12:12 PM in Earnings results, Sub-sector: Services, ticker: DIET | Permalink | Comments (0) | TrackBack (0)

FindWhat.com (FWHT) finds what investors don't like (4Q04 earnings)

Search firm FindWhat.com (ticker: FWHT) announced Q4 results that matched the consensus EPS estimate but missed the consensus revenue estimate. FWHT also provided guidance below consensus revenue and earnings estimates for 2005. The stock got swiped by 23% in subsequent trading. Details and comments:

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Posted by David Jackson on February 24, 2005 at 12:02 AM in Earnings results, Sub-sector: Search, ticker: FWHT | Permalink | Comments (0) | TrackBack (2)

Verticalnet (VERT) goes vertical-drop after reporting 4Q04 earnings

Microcap supply management vendor Verticalnet (ticker: VERT) reported Q4 earnings results, and the stock instantly drops 12% in subsequent late-trading. Details and comments:

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Posted by David Jackson on February 24, 2005 at 12:01 AM in Earnings results, Sub-sector: Services, ticker: VERT | Permalink | Comments (0) | TrackBack (0)

February 22, 2005

Ctrip (CTRP) beats consensus, stock up 2% in weak market (4Q04 earnings)

Ctrip.com (ticker: CTRP), a consolidator of hotel accommodations and airline tickets in China, beat average consensus Q4 2004 EPS estimates by $0.06. Here are the details:

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Posted by David Jackson on February 22, 2005 at 09:05 PM in Earnings results, Sub-sector: China, Sub-sector: Travel, ticker: CTRP | Permalink | Comments (0) | TrackBack (0)

NetEase beats estimates on strong gaming revs (4Q04 earnings)

NetEase (ticker: NTES), a Chinese Internet, online game and wireless value-added services provider, beat Q4 earnings numbers by $0.02. Details:

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Posted by David Jackson on February 22, 2005 at 08:59 PM in Earnings results, Sub-sector: China, ticker: NTES | Permalink | Comments (0) | TrackBack (0)

Should Bluefly - BFLY - get swatted? (4Q04 earnings)

Bluefly, an online retailer of designer clothing, reported results for the fourth quarter. Sales rose a measly 3.7%, and the rise in gross margin was more than offset by dividend payments to preferred stock holders. But the stock actually rose by almost 4% in subsequent trading.

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Posted by David Jackson on February 22, 2005 at 12:22 PM in Earnings results, Small/Micro cap, Sub-sector: E-tailing, ticker: BFLY | Permalink | Comments (2) | TrackBack (0)

February 18, 2005

Priceline.com (PCLN) (4Q04 earnings)

Priceline (ticker: PCLN) announced Q4 results that beat consensus EPS estimates by $0.06. The stock rose by 6% in subsequent trading. Details and two quick comments:

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Posted by David Jackson on February 18, 2005 at 11:38 AM in Earnings results, Sub-sector: Travel, ticker: PCLN | Permalink | Comments (0) | TrackBack (0)

ValueClick (VCLK) blows out numbers (Q4 '04 earnings)

ValueClick (ticker: VCLK) blew out Q4 earnings numbers. Details:

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Posted by David Jackson on February 18, 2005 at 10:36 AM in Earnings results, Sub-sector: Advertising, ticker: VCLK | Permalink | Comments (0) | TrackBack (0)

TheStreet.com (TSCM) beats by $0.03 but subscribers decline sequentially

TheStreet.com (ticker: TSCM) reported Q4 results that beat the consensus EPS estimate but matched the consensus revenue estimate. Details and 4 quick comments:

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Posted by David Jackson on February 18, 2005 at 02:04 AM in Earnings results, Small/Micro cap, Sub-sector: Content, ticker: TSCM | Permalink | Comments (0) | TrackBack (0)

February 17, 2005

E-Loan (EELN) beats consensus by $0.03, stock up 14%

E-LOAN (ticker: EELN) reported Q4 results that beat analyst estimates and drove the stock up 14% in subsequent trading. Details:

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Posted by David Jackson on February 17, 2005 at 11:36 PM in Earnings results, Small/Micro cap, Sub-sector: E-finance, ticker: EELN | Permalink | Comments (0) | TrackBack (0)

Sell-side reaction to IAC (IACI) 4Q04 results

IAC (ticker: IACI) traded roughly flat after releasing earnings yesterday, and down 2.4% today in a weak tape. Here's what one sell-side analyst wrote in reaction to IAC's Q4 results:

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Posted by David Jackson on February 17, 2005 at 06:04 PM in Earnings results, Sub-sector: Travel, ticker: IACI | Permalink | Comments (0) | TrackBack (0)

Stamps.com (STMP) beats and raises, stock up 16% (4Q04 earnings)

Stamps.com announced that Q4 results beat consensus estimates of both EPS and revenue, and that guidance would be above current consensus. The stock rose by about 16.5% in subsequent trading. Details and quick comments:

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Posted by David Jackson on February 17, 2005 at 05:41 PM in Earnings results, Sub-sector: E-tailing, ticker: STMP | Permalink | Comments (0) | TrackBack (0)

Internet Capital Group (ICGE) reports 4Q04 numbers

Internet Capital Group (ticker: ICGE), which invests in start-up Internet businesses and owns a 40% stake in affiliate marketing company LinkShare, reported Q4 results. The stock was down about 2.5% in a weak tape in subsequent trading. Key stats and a quick comment:

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Posted by David Jackson on February 17, 2005 at 03:31 PM in Earnings results, Small/Micro cap, Sub-sector: Advertising, ticker: ICGE | Permalink | Comments (0) | TrackBack (0)

PlanetOut (LGBT) down 11% after reporting 4Q04 results

PlanetOut (ticker: LGBT) reported Q4 earnings and saw its stock thwacked by 11% in subsequent trading. Details and quick comments:

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Posted by David Jackson on February 17, 2005 at 02:10 PM in Earnings results, Small/Micro cap, Sub-sector: Content, ticker: LGBT | Permalink | Comments (0) | TrackBack (0)

GSI Commerce (GSIC) beats, stock up slightly in a down market (4Q04 earnings)

GSI Commerce (ticker: GSIC) beat the consensus EPS estimate by a penny, and its stock rose slightly in subsequent trading. Details of the results and a quick comment:

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Posted by David Jackson on February 17, 2005 at 12:51 PM in Earnings results, Small/Micro cap, Sub-sector: E-tailing, ticker: GSIC | Permalink | Comments (0) | TrackBack (0)

eCost (ECST) falls 9% in late trading after reporting 4Q04 results

eCost, the online retailer of computer hardware and software that is expanding into other retail categories, announced Q4 results. EPS of a one cent loss missed consensus estimates by a penny, though revenue beat consensus. Details and a quick comment:

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Posted by David Jackson on February 17, 2005 at 12:35 AM in Earnings results, Small/Micro cap, Sub-sector: E-tailing, ticker: ECST | Permalink | Comments (0) | TrackBack (0)

February 16, 2005

aQuantive (AQNT) rises 12% after beating EPS and revenue consensus (4Q04 earnings)

Interactive advertising company aQuantive announced Q4 results that beat consensus EPS estimates by $0.05, and consensus revenue estimates by about 10%. Details:

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Posted by David Jackson on February 16, 2005 at 03:25 PM in Earnings results, Sub-sector: Advertising, ticker: AQNT | Permalink | Comments (0) | TrackBack (0)

The Knot (KNOT.OB) grows ad revenue, loses product revenue (4Q04 earnings)

The Knot Inc. (ticker: KNOT.OB), publisher of wedding planning web site TheKnot.com and home setup website TheNest.com, announced Q4 results and guidance. Key points:

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Posted by David Jackson on February 16, 2005 at 01:11 PM in Earnings results, Small/Micro cap, Sub-sector: Content, Sub-sector: E-tailing, ticker: KNOT | Permalink | Comments (0) | TrackBack (0)

February 15, 2005

Audible (ADBL) crushed in late trading off expansion plans (4Q04 earnings)

Audible (ticker: ADBL) reported Q4 EPS that beat consensus by $0.03 and revenue growth that narrowly missed consensus. Expansion plans for Q2 will cut profits and free cash flow, and sliced the stock by 33% in late trading. Details:

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Posted by David Jackson on February 15, 2005 at 11:58 PM in Earnings results, Small/Micro cap, Sub-sector: Content, ticker: ADBL | Permalink | Comments (0) | TrackBack (0)

Youbet.com (UBET) down 6% after announcing 4Q04 earnings

Youbet.com (ticker: UBET) announced Q4 financial results and 2005 guidance in line with expectations.  They knocked its stock down 6% in trading. Key earnings and guidance metrics from the quarter:

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Posted by David Jackson on February 15, 2005 at 12:53 PM in Earnings results, Small/Micro cap, Sub-sector: Services, ticker: UBET | Permalink | Comments (0) | TrackBack (0)

February 10, 2005

Key stats from Greenfield Online (SRVY)'s 4Q04 results and guidance (beats and raises, stock up)

Greenfield Online (ticker: SRVY), a provider of Internet-based marketing surveys, announced Q4 results and guidance. Revenue and "adjusted EBITDA" slightly beat analyst estimates. Details and two quick comments:

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Posted by David Jackson on February 10, 2005 at 09:17 AM in Earnings results, Sub-sector: Services, ticker: SRVY | Permalink | Comments (0) | TrackBack (0)

United Online 4Q04 results and guidance details

United Online, which provides Internet access through its NetZero, Juno and Classmates brands, beat consensus estimate for Q4 and provided above-consensus guidance for Q1. The stock rose by about 3% in late trading. Details:

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Posted by David Jackson on February 10, 2005 at 01:37 AM in Earnings results, Sub-sector: Infrastructure, ticker: UNTD | Permalink | Comments (0) | TrackBack (0)

February 09, 2005

Key stats from Napster's 4Q04 results and guidance

Key stats from Napster's Q4 (fiscal third quarter) earnings and guidance announcement:

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Posted by David Jackson on February 9, 2005 at 09:21 PM in Earnings results, Sub-sector: Content, ticker: NAPS | Permalink | Comments (0) | TrackBack (0)

iVillage meets and raises, but stock falls (4Q04 earnings)

iVillage reported EPS of $0.03 this morning, in-line the consensus. Revenue was slightly higher than consensus, and guidance was higher than consensus. But the stock fell about 4% in subsequent trading. Key details:

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Posted by David Jackson on February 9, 2005 at 03:37 PM in Earnings results, Sub-sector: Content, ticker: IVIL | Permalink | Comments (0) | TrackBack (0)

February 08, 2005

Blue Nile beats by 2 cents, guides below consensus (4Q04 earnings)

Blue Nile, the online jewelry retailer, beat Q4 EPS estimates by 2 cents but set guidance for 2005 below consensus. The stock rose by about 2% in late trading. Here are the key points from its Q4 earnings and guidance announcement, plus a quick comment:

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Posted by David Jackson on February 8, 2005 at 11:14 PM in Earnings results, Sub-sector: E-tailing, ticker: NILE | Permalink | Comments (1) | TrackBack (0)

Earthlink forecasts lower revs and EBITDA, stock heads to Earth (4Q04 earnings)

Earthlink's Q4 earnings report and guidance were a downer: the stock fell 9% in trading today. Key points, and then a comment:

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Posted by David Jackson on February 8, 2005 at 03:46 PM in Earnings results, Sub-sector: Infrastructure, ticker: ELNK | Permalink | Comments (0) | TrackBack (0)

February 07, 2005

RATE cut - Bankrate.com's 4Q04 pro-forma income up only 8%, stock slumps

Bankrate.com reported Q4 earnings Thursday night. The market didn't like them; by close of trading Friday, the stock had fallen from $19 to below $15. Key points below:

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Posted by David Jackson on February 7, 2005 at 03:20 PM in Earnings results, Sub-sector: E-finance, ticker: RATE | Permalink | Comments (0) | TrackBack (0)

Provide Commerce (PRVD) has stellar repeat customer rate, trades up after earnings (4Q04)

Provide Commerce (ticker: PRVD) was one of the few e-commerce stocks that traded up immediately after announcing Q4 earnings. Here's a quick overview of the company, and the key points from PRVD's results and guidance:

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Posted by David Jackson on February 7, 2005 at 12:39 PM in Earnings results, Sub-sector: E-tailing, ticker: PRVD | Permalink | Comments (0) | TrackBack (0)

February 06, 2005

LivePerson (LPSN) DeadPerson as stock falls 20% (4Q04 earnings)

LivePerson, which provides communications solutions for online sales, marketing and customer service, announced results and saw it's stock chopped by 20%. Quick overview of Q4 results, then a comment:

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Posted by David Jackson on February 6, 2005 at 12:44 AM in Earnings results, Sub-sector: Infrastructure, ticker: LPSN | Permalink | Comments (2) | TrackBack (0)

DoubleClick (DCLK) stock falls as company guides below consensus (4Q04 earnings)

DoubleClick's stock fell over 7% on Friday after the company announced Q4 results that beat consensus estimates, but provided guidance below consensus. Here's what Amtech Research analyst Mark Mahaney wrote to clients:

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Posted by David Jackson on February 6, 2005 at 12:22 AM in Earnings results, Sub-sector: Advertising, ticker: DCLK | Permalink | Comments (0) | TrackBack (0)

February 04, 2005

Shopping.com stock pummeled on cost of international expansion (4Q04 earnings)

Shopping.com beat Q1 adjusted EPS estimates, but 2005 revenue growth guidance was modest and the company outlined plans to increase spending on international expansion. Details and a few comments:

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Posted by David Jackson on February 4, 2005 at 03:43 PM in Earnings results, Sub-sector: E-tailing, Sub-sector: Search, ticker: SHOP | Permalink | Comments (0) | TrackBack (0)

Amazon's marketing spend

Amazon joined the group of late trading victims after missing the consensus (adjusted) EPS estimate by a whopping $0.05. A few highlights and two quick comments:

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Posted by David Jackson on February 4, 2005 at 02:28 PM in Earnings results, Sub-sector: E-tailing, ticker: AMZN | Permalink | Comments (0) | TrackBack (0)

February 02, 2005

CNET latest Internet stock to be chopped (4Q04 earnings)

CNET Networks reported Q4 results, beating the consensus EPS estimate by a penny. But following in the footsteps of Monster Worldwide and Drugstore.com, CNET was crushed in late trading due to its lower than expected guidance for Q1. Here are details of the results and guidance:

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Posted by David Jackson on February 2, 2005 at 05:41 PM in Earnings results, Sub-sector: Content, ticker: CNET | Permalink | Comments (0) | TrackBack (0)

Another e-commerce stock tanks on guidance; this time it's Drugstore.com (DSCM) (4Q04 earnings)

Drugstore.com announced reasonably good Q4 earnings and the stock falls by 14%. Why?

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Posted by David Jackson on February 2, 2005 at 12:48 PM in Earnings results, Sub-sector: E-tailing, ticker: DSCM | Permalink | Comments (0) | TrackBack (0)

Monster Worldwide (MNST) hit by disappointing Q1 guidance (4Q04 earnings)

Monster Worldwide fell in late trading despite beating the Q4 consensus EPS estimate of $0.19 by a penny. The reason? Q1 guidance fell below expectations.

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Posted by David Jackson on February 2, 2005 at 07:42 AM in Earnings results, Sub-sector: Services, ticker: MNST | Permalink | Comments (0) | TrackBack (0)

NetBank (NTBK) hit by charge and mortgage competition (4Q04 earnings)

NetBank announced that its Q4 earnings were hit by increased competition in the mortgage market and a one time expense against its . Here's what CEO Douglas Freeman said in the company's earnings release:

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Posted by David Jackson on February 2, 2005 at 07:15 AM in Earnings results, Small/Micro cap, Sub-sector: E-finance, ticker: NTBK | Permalink | Comments (2) | TrackBack (0)

January 28, 2005

Overstock is a low-margin business - is that a shock? (4Q04 earnings)

Overstock.com reported Q4 results and its stock got whacked by about 12% in late trading. First a quick overview of the quarter (the conference call is tomorrow morning), then a couple of comments about Overstock's business and why the stock got hit.

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Posted by David Jackson on January 28, 2005 at 03:57 AM in Earnings results, Sub-sector: E-tailing, ticker: OSTK | Permalink | Comments (0) | TrackBack (0)

January 27, 2005

China Finance Online reports 4Q04 results, subscriber growth flat, stock up

China Finance Online (ticker: JRJC), a provider of subscription-based online financial data covering China listed companies, announced Q4 results. MarketWatch reported that the stock rose on strong subscriber growth. But look at the numbers:

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Posted by David Jackson on January 27, 2005 at 06:26 PM in Earnings results, Sub-sector: China, Sub-sector: E-finance, ticker: JRJC | Permalink | Comments (0) | TrackBack (0)

January 26, 2005

Red Envelope (REDE) finds a way to make money in e-tailing (4Q04 earnings)

Red Envelope, a catalog and online gift retailer, beat earnings expectations for Q4 (the company's fiscal Q3) and guided in-line with consensus. But the really interesting points were in its business model. Details of the results first, then some comments about REDE and e-tailing:

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Posted by David Jackson on January 26, 2005 at 12:57 PM in Earnings results, Sub-sector: E-tailing, ticker: REDE | Permalink | Comments (0) | TrackBack (0)

KEYN misses and lowers guidance (4Q04 earnings)

Keynote Systems, which provides performance management services for e-commerce companies, missed the consensus EPS by a penny and set guidance for Q1 below consensus. The stock fell by over 4% in late trading. Here were the key points from the earnings announcement, in the company's own words, and then a description of what really happened:

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Posted by David Jackson on January 26, 2005 at 12:01 AM in Earnings results, Sub-sector: Services, ticker: KEYN | Permalink | Comments (0) | TrackBack (1)

January 24, 2005

Netflix - 4Q04 earnings release and conference call detailed summary

Netflix' conference call was an opportunity for CEO Reed Hastings to assert that his company is in better shape than skeptics assume. Key points in detail:

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Posted by David Jackson on January 24, 2005 at 10:52 PM in Earnings results, Sub-sector: E-tailing, ticker: NFLX | Permalink | Comments (0) | TrackBack (0)

January 10, 2005

iVillage raises numbers for '05

iVillage raised its estimates for 2005. In its press release announcing the Healthology acquisition, iVillage also stated that it now expects fiscal year 2005 revenues of $86.0 million to $87.0 million, versus the consensus estimate of $76.8 million. iVillage also now expects EBITDA between $16.0 million and $17.0 million, and net income between $11.0 million and $11.5 million.

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Posted by David Jackson on January 10, 2005 at 11:27 AM in Earnings results, Small/Micro cap, Sub-sector: Content, ticker: IVIL | Permalink | Comments (0) | TrackBack (0)

December 28, 2004

Web hoster Interland reports declining revenue but positive EBITDA

Interland, which provides Web hosting and services to small and medium businesses, reported results after close this evening for the quarter ending November 30th. The good news:

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Posted by David Jackson on December 28, 2004 at 01:15 AM in Earnings results, Sub-sector: Infrastructure, ticker: INLD | Permalink | Comments (0) | TrackBack (0)

October 21, 2004

Stamps.com (STMP) moves to profit (3Q04 earnings)

Stamps.com (ticker: STMP) reported its first ever profitable quarter for Q3. Details:

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Posted by David Jackson on October 21, 2004 at 04:35 PM in Earnings results, Small/Micro cap, Sub-sector: E-tailing, ticker: STMP | Permalink | Comments (0) | TrackBack (0)