Befriend the Trend Trading Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Befriend the Trend Trading

SPY 659.00

+1.0%

Nov 21 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

From: Dr. Stoxx	2/7/2007 8:46:44 PM
	of 39683

AKAM Akamai Tech Conference Call Summary (56.95 +1.82) -Update- Notes 2006 was the fourth straight year of accelerated revenue growth... EPS increased 94% y/y... regarding 2007 says 'more excited than ever for opportunities of growth in the market place'... notes International sales were approx 23% of revs... see very strong demand from existing customers which helped improve ARPU... no customer accounted for 10% of revs in Q4 or Y06... ended with $435 mln of cash and cash equivalents; cash from operations were down $22 mln sequentially... CapEx were $63.9 mln for 2006... Nine systems adds about $15 mln and expect Netli to be about the same; says will add $25-30 mln... Guidance for 2007: expected revs of $610-625 mln, consensus is $572 mln; Expect margins to maintan same downward trend as Y06; expects EPS of 1.26-1.30, consensus is $1.21; says adjusted EBITDA margins will improve by 4 points... expect EPS of $0.28 in Q1, consensus is $0.27, expect revs between $136-140 mln, consensus is $128 mln... Co says they represent quality and differentiated service so they are able to get premium pricing... says will see a dip in gross margins but believe they will be able to manage costs and improve bottom line margins... co says can't really combine AKAM and Netli's technology at this point; says they will need to bring them together to provide a better offer... co said did not see any major shifts in pricing or traffic for the quarter... says acquisitions validate that it was a co 'not married to what we invented'; says would buy instead of build and continue to invest in R&D... notes that they still expect that Netli to be breakeven for 2007 and then accretive for 2008... call has ended... stock is trading at 56.26 in after hours.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next