February 28, 2005

AOL ads indicate lack of strategy and management

Bill Burnham analyzes AOL's TV ads that promote the service entirely on the basis of its bundled anti-virus software. He says:

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Posted by David Jackson on February 28, 2005 at 07:30 AM in Sub-sector: Infrastructure, ticker: TWX | Permalink | Comments (1) | TrackBack (1)

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)

February 18, 2005

Sell-side reaction to GSI Commerce's (GSIC) quarter

Here's how Friedman Billings Ramsey analyst Shawn Milne reacted to 4Q results from GSI Commerce (ticker: GSIC):

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Posted by David Jackson on February 18, 2005 at 02:32 PM in Sub-sector: Infrastructure, ticker: GSIC | Permalink | Comments (0) | TrackBack (0)

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 (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

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)

February 08, 2005

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)

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

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)

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)

January 27, 2005

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)

Verisign (VRSN) falls on ring-tone expectations

VRSN fell over 11% after the company announced results that disappointed expectations of robust growth in its ring-tone business. Last December VeriSign CEO Stratton Sclavos said that 2005 revenue for its ring-tone business could hit $380-400 million, and the whisper number for Verisign's mobile business for Q4 was $100 million. The actual number was $94 million. Here's a detailed summary of the results:

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Posted by David Jackson on January 27, 2005 at 10:47 AM in Sub-sector: Infrastructure, ticker: VRSN | Permalink | Comments (0) | TrackBack (0)

Digital River (DRIV) raises guidance, stock up

Digital River, which builds and manages e-commerce web sites for software publishers and other vendors including Symantec, Autodesk, Staples and H&R Block, beat Q4 estimates and raised guidance. DRIV was up about 8% in late trading. Details as follows:

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Posted by David Jackson on January 27, 2005 at 10:01 AM in Sub-sector: Infrastructure, ticker: DRIV | 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

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)