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DreamWorks Animation SKG Inc. Message Board

  • jaw02 jaw02 Apr 30, 2013 9:14 AM Flag

    Expectations for ER / conf. call

    Here is what I'm expecting on the ER/conference call:

    ROG revenue from Home video release. How well has it done?
    Discuss Croods release and financial impact
    Write-off(s) for additional restructuring charges (several millions)
    SG&A expense levels remain around 8 mil
    Talk about avg. production costs (said to be approx. 135 mil.)
    Cash and equivalents to stay around 59 mil or better
    Discuss opportunities to leverage Classic Media library, i.e. new tv channel!?
    Update on Russia's theme parks
    Any numbers yet, for meaningful savings via the new distributor FOX?
    Hopefully some news on stock repurchasing

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    • They hit almost all of my expectations above, minus the Theme Parks. Not too shabby.

      ROG Rev: stronger than expected. $9.6 mil. - distributor already recouped in 1st qt. and we'll have marginal profit on revenue stream on-going

      Croods: Only $4 mil. towards this qtr. More to come!

      Restructuring: $2.5 mil.

      SG&A: $42.8 mil. Major increase - attributed partly to acquisition of Classic Media and adding senior staff

      Prod. costs: still at $135 mil.

      Cash: $76 mil.

      Class Media and TV: Ann stated more news "shortlyl" about TV! Hmm....just so happens an article came out at around 7 w/rumors about DWA and this topic

      Theme Park: Not talked about

      Savings from FOX: According to Katz, there were some savings and they want to wait another release or so to make sure it isn't a one time thing.

      Stock Repurchase: Bought 1.3 mil. shares for $25 mil. $19.23/share.

      Sounds good to me!

      • 1 Reply to jaw02
      • Adding in...
        They see prod. costs down to 120 by 2014-15.
        Classic brought 28mil. 6 being Batman rights TV.
        There are 3 Russia parks.
        Dream Center/China is progressing.
        China partner is distributor with western film rights!
        Dragon Live is going to China !!
        As I've said, the background is growing and next
        qtr. we get Croods revenue! surprise!
        DVD's rule.

 
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