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By Doug Mohney, on July 24th, 2011 Tweet
ADTRAN (www.adtran.com) reported its financial results for the second quarter of 2011 on July 12, 2011. Once again, the company continues to roll, racking up an increase of 23 percent as compared to last year’s results.
More specifically, ADTRAN had sales of more than $184 million, as compared to $150 million for 2Q 2010. [...]
By Doug Mohney, on November 3rd, 2010 Tweet
The investment relations people at Global Crossing (www.globalcrossing.com) have to be crazy-busy this week. Just before announcing its third quarter 2010 results, the company announced it was acquiring global video services provider Genesis Networks.
Global Crossing is picking up Genesis for about $27 million, including covering $15 million in debt. Genesis is described [...]
By Doug Mohney, on October 2nd, 2010 Tweet
Dialogic (www.dialogic.com) and Veriz Networks have completed their merger. Now that Dialogic is still, well, Dialogic, but with a new NASDAQ ticker symbol, it’ll be interesting to see what CEO/Chairman of the Board Nick Jensen and company do in the next 12 to 24 months. It’ll also be interesting to look at the financials [...]
By Doug Mohney, on September 27th, 2010 Tweet
While Wall Street and the mainstream media have become, well, bored of Voice over IP (yes, VoIP), two of the most financially successful companies in the space say that IP voice’s greatest potential has yet to come.
Data point one comes from 8×8’s (www.8×8.com) annual shareholder meeting presentation on August 31, 2010. Slide [...]
By Doug Mohney, on September 27th, 2010 Tweet
A number of analysts I ran into last week were coming fresh from the GENBAND (www.genband.com) Perspectives Media and Analyst Summit held in Frisco Texas.
One aspect of the event was apparently laying out a case for a IPO in the near future. Most analysts I talked to felt that GENBAND had paid [...]
By Doug Mohney, on September 27th, 2010 Tweet
Last week, Metaswitch Networks (www.metaswitch.com) released its unaudited (i.e. trust us) annual results for its 2009/2010 fiscal year through August 31. Plenty of growth, EBITDA, and acquisitions.
Overall revenue grew 18 percent in U.S. dollars, from $113.7 million to $134.5 million, with pro-forma EBDITA margins “sustained” at 20 percent.
Metaswitch says it had [...]
By Doug Mohney, on March 17th, 2010 Tweet
(If you don’t get the reference, watch below…)
Back in December, I was interviewed by TMC CEO Rich Tehrani and made a bunch of predictions, but I have to say that I missed the onslaught of deal making that’s now happening, (Did get the part about Social media and geo-location right, however…)
[...]
By Doug Mohney, on August 6th, 2009 Tweet
I’ve been spending the last day staring at the ocean and pondering what the latest financials for Vonage really mean. Is the glass half empty or half full?
The half-empty argument is pretty straightforward and buried at the end of the company’s rah-rah “We’re in the black” verbiage. Vonage lost a net 89,000 subscribers [...]
By Doug Mohney, on July 30th, 2009 Tweet
8×8 announced that it’s back in black for its first quarter of fiscal year 2010. The company reported net income for the quarter of $414,000; that’s $0.01 a share. The previous quarter had logged a net loss of $3.9 million/$0.06 per share; 1Q 2009 the company had brought in net income of $1.2 million/$0.02 [...]
By Doug Mohney, on May 7th, 2009 Tweet
Tweaking various parts of its operations and doing a little bookkeeping shuffle, Vonage reported EBIDTA of $21 million for the first quarter of 2009 and GAAP net income of $5 million; about $0.03 per share. However, the company is still spending $290 per customer to get customers in the door and had a net [...]
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