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Technology Stocks : CheckFree Holdings Corp. (CKFR), the next Dell, Intel?
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To: noiserider who wrote (19766)8/29/2002 12:58:27 PM
From: noiserider  Read Replies (1) of 20297
 
Numbers? We got numbers. I was looking at the growth of
the ecommerce segment of CKFR's business. That's the one
that does all the bill payment stuff.

Quarter
xactions(M)
Rev($M)
Profit($M)
$/xaction
2Q00 58 74.4 -6.2 1.28
3Q00 63 79.9 -2.4 1.27
4Q00 67 84.3 0.4 1.26
1Q01 69 84.8 2.9 1.23
2Q01 75 85.6 4.2 1.14
3Q01 82 89.8 9.3 1.10
4Q01 87 94.6 22.6 1.09

Transactions are growing at about a 7% per quarter rate or
30% per year rate.

Revenue is growing at about a 3.5% per quarter rate or 15%
per year rate. On the negative side it means CKFR is
experiencing pressure from their customers and competition
to lower prices. On the positive side, CKFR promised to
share processing cost savings with their customers and is.

Operating profit is growing at a 150% per quarter rate.
This is, of course unsustainable, but shows the power of
economies of scale and cost cutting through electronic
connections and downsizing.

Cost per transaction is shrinking at about a 3.5% per
quarter rate.

The key is consumer adoption. Let's see if BofA can light
a fire under the banking indistry with their free billpay.

Noise
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