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:

Continue reading...

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

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:

Continue reading...

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)

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:

Continue reading...

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!):

Continue reading...

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)

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:

Continue reading...

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 23, 2005

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:

Continue reading...

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

February 17, 2005

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:

Continue reading...

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)

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:

Continue reading...

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

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:

Continue reading...

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 11, 2005

Why is Google a domain registrar, and what's the impact on Register.com (RCOM)?

Google recently became a domain name registrar, increasing the threat of increased competition to Register.com (ticker: RCOM). But now Google seems to be saying that it might not get into the domain name registration business:

Continue reading...

Posted by David Jackson on February 11, 2005 at 09:51 AM in Sub-sector: Search, Sub-sector: Services, ticker: GOOG, ticker: RCOM | Permalink | Comments (1) | TrackBack (0)

February 10, 2005

WebSideStory's Atomz acquisition: troubled history?

WebSideStory announced the acquisition of Atomz, a provider of site search and content management, on Feb 8th. Rafat at PaidContent suggests why Atomz sold out:

Continue reading...

Posted by David Jackson on February 10, 2005 at 09:48 AM in Small/Micro cap, Sub-sector: Services, ticker: WSSI | Permalink | Comments (0) | TrackBack (0)

Greenfield Online (SRVY) acquires goZing

Consolidation in the online survey business. Here's what the acquisition of goZing, which sold for $30 million in cash, does for Greenfield according to the press release, plus a quick comment:

Continue reading...

Posted by David Jackson on February 10, 2005 at 09:26 AM in Small/Micro cap, Sub-sector: Services, ticker: SRVY | Permalink | Comments (0) | TrackBack (0)

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:

Continue reading...

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)

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:

Continue reading...

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)

February 09, 2005

Competition intensifies for Register.com

Register.com, which derives its revenue from domain name registrations and associated services, is facing an intensifying competitive environment. Google recently registered to enter the domain name registration business, and now there's this:

Continue reading...

Posted by David Jackson on February 9, 2005 at 03:04 PM in Sub-sector: Services, ticker: RCOM | Permalink | Comments (0) | TrackBack (0)

February 08, 2005

Pacific Growth optimistic on Greenfield Online

Pacific Growth analyst Derek Brown thinks that online market research firm Greenfield Online will trade up after reporting earnings Wednesday. That would make a change. Here's what he says:

Continue reading...

Posted by David Jackson on February 8, 2005 at 04:55 PM in Small/Micro cap, Sub-sector: Services, ticker: HPOL, ticker: SRVY | Permalink | Comments (0) | TrackBack (0)

February 02, 2005

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.

Continue reading...

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)

January 31, 2005

Digital River discusses web analytics and online marketing

Digital River provides e-commerce platforms and marketing for software companies. After its strong Q4 earnings report, the company's conference call focused on revenue growth, international expansion, financial leverage and the threat to its anti-virus customers from Microsoft's entry into the security software market.

Digital River is moving deeper into providing Web analytics and online marketing for its customers. Of all the topics it discussed, DRIV's comments about analytics and online marketing had the most relevance to the entire Internet sector. Here they are:

Continue reading...

Posted by David Jackson on January 31, 2005 at 07:10 AM in Sector Themes, Small/Micro cap, Sub-sector: Advertising, Sub-sector: Search, Sub-sector: Services, ticker: DRIV, ticker: WSSI | Permalink | Comments (0) | TrackBack (0)

January 26, 2005

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:

Continue reading...

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

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:

Continue reading...

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 12, 2005

WebSideStory pre-announces positively

WebSideStory, which provides hosted Web analytics, announced that it expects Q4 revenue of $6.4 million to $6.5 million, versus previous guidance of $6.2 to $6.3 million. So its growth in subscription revenues will now be 47% year over year and 14% sequentially. The company also raised guidance for 2005.

Quick thought:

Continue reading...

Posted by David Jackson on January 12, 2005 at 08:25 PM in Small/Micro cap, Sub-sector: Services, ticker: WSSI | Permalink | Comments (0) | TrackBack (0)