Transcript Module - Q&A 4 NETP 2Q CC
Questioner: Adam, Harkness & Hill (Ben Z. Rose referred to as "Andy")
A couple of questions, Steve, regarding the competitive landscape for the quarter at Net Perceptions for your e-commerce product offering. Could you kinda comment on any changes or the evolution in that landscape? And secondly, could you give some more colour on the contribution from the KD1 analytics during the quarter?
Stephen Snyder, CEO: Andy, the ...the landscape...the competitive landscape is ...we're in a very strong position with our e-commerce. We are seeing in terms of real-time interactive, web applications are......we're competing very strongly - continuing to be competing very strongly. As Tom previously mentioned, the dot-coms activity had dropped off a little bit, but in terms of winning deals, its primarily the...we continue to be in a very strong situation. In fact, in our largest multi-channel retailer customer base, in addition to the dot coms, in the e-commerce area, we're seeing very strong competitive strength in the analytics space, primarily because of our advantage of the deep expertise in merchandising that we have.
Tom Donnelly, CFO: And then our licence revenue, our analytic through the KD1 set, contributed about 16%, but that doesn't include the ASP business where we had five new customers, four of which were for the Intelligence Channel which is an analytical product, but the revenues will show up radically(?) over the year from those transactions.
And could you comment on your latest thinking regarding the i2 relationship and kinda what your expectations are kinda going out of the next couple of quarters?
Stephen Snyder, CEO:
Yeah. The i2 relationship is very important to Net Perceptions because it helps us move back into the supply chain which we think is a very critical piece of value-added in retailing today
OK, thanks a lot
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Note:
Having a transcript of the CC in our archives would be useful. From time to time, I will transcribe a module until the whole CC is available in one document. If anybody would like to check my transcript against the audio on http:///www.netperceptions.com (go to "Investors - Audio Archives") I would welcome corrections. Also, if anybody would like to contribute a module, please do |
