America On-Line: will it survive ...? 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.

Technology Stocks : America On-Line: will it survive ...?

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Pancho Villa who wrote (7783)	2/13/1998 11:15:00 AM
From: Keith J	Read Replies (3) of 13594

To all: when customers sign up for a free month of AOL, does AOL recognize them as a member at that point in time, or does AOL wait until they actually start paying (i.e., after the free month) to count them as members? In regard to the earnings warning. Well, let's see. The street is currently looking for 25 cents in the March quarter, although what exactly that includes/excludes is beyond me (e.g., how AOL accounts for XCIT gains). AOL earned (well, they said they did <G>) 17 cents in the December quarter. -Usage so far this quarter, up over 10% per member compared to prior quarter. -Won't have $17 million in rebates from service providers. -Compuserve added during quarter, AOL has already announced they are currently losing money (anyone's guess as to how much). -Won't have impact of Christmas revenues. -May have additional churn from pricing announcement. No wonder they may not hit the number. And this is besides the fact they are going to take up to $34 million in separate charges for the quarter. Amazing, this company actually can separate things out of the income statement when they feel like it. KJ

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next