My take - great call and best they've ever sounded. Some take-aways for me:
Deals getting bigger and more frequent, said twice that 1Q trending above 4Q
Have sufficient cash flow for 2013
Carriers are spending enormous amounts on mobile - seeing 8 figure deals for the taking
Mobile will pass on-line usage
Doubled sales force
Love the new CFO. With new CFO, these guys now sound like they are prudent operators.
Shortys have until March to evacuate. Why would they do anything given that there is a strong possibility Velti has burned through all cash. Did they announce a single customer's name today? No! Also, with the amount of short interest, it is easy to tank this stock and they seem to do it well and at whim. You are not getting a squeeze because new investors are not buying in. They are too nervous as the shorts control the game.
Shorts are still in full effect here, so any near term price prediction is a guessing game , BUT .. i think you and I listened to the same KEY POINTS! . . What is the short catalyst? ..what is the short story ? ..why is the short interest so big ? .. I bring these questions up because of the RIDICULOUS imbalance . This call greatly diminishes, possibly eleminates .. SHORTY's MOJO . . why ? ..somebody play devils advocate and tell me why VELT is a good short in the 5's . . T.I.A.