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Augme Technologies, Inc. Message Board

  • srowe38 srowe38 Mar 12, 2012 2:26 PM Flag

    Roth Capital Presentation

    Anybody listening? Started @ 11 pdt

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • New Key Points

      Eluded that they have started to work with SAP on integration

      Over 500 radio stations: CBS, Clear Channel
      7 patents, 33 pending

      95% renewal rate

      New Miller Coors campaign for March Madness.
      HC QR code on ALL Miller products. WOW

      Ford: all cars will have HC QR code sticker

      Arby's now has > 500,000 users in their database. Powerful for further campaigns, cross selling, customer relationships.

      Global Mobile Award. Didn't win, but was top 3 finalists out of 600 and only US corporation in top 3

      Before $2-3 CPM's. With AdLife post click engagement, $25-30 CPM. 10X value add. Powerful leverage & competitive advantage

      M&A: looking at some accretive M&A add tech pieces.

      Differentiating SAAS: Self-service $20-50K and Managed $50-$150K

      Nathan:

      IP mine value

      Oct 1999 priority date, focus on targeting content to end user

      Broadening our claims

      I've been mentoring with Don Stout, $600M settlement RIM

      Now $5.5 billion NPV infringement. WOW

      GM 68-69% / Operating margins mid 40's now

      Sales visibility mid $30M

      Facebook 6 months ago huge positioning to major traffic via mobile

      Everything is transitioning to mobile
      > 50% smart phones in US now

      Now more mobile phones in US than US residents

      1 yr ago no RFP's. Now we get 2-3 every day and mobile is a line item in the budget for ad spend

      HC. 8 yrs in mobile. Trusted brand. 1 of our goals is to be the IBM of mobile. HC safe, predictable choice. We have the reputation of go to. We promise and deliver.

      • 2 Replies to saminbelvue
      • Repost from Roth Notes:

        New Key Points

        Eluded that they have started to work with SAP on integration

        Over 500 radio stations: CBS, Clear Channel
        7 patents, 33 pending

        95% renewal rate

        New Miller Coors campaign for March Madness.
        HC QR code on ALL Miller products. WOW

        Ford: all cars will have HC QR code sticker

        Arby's now has > 500,000 users in their database. Powerful for further campaigns, cross selling, customer relationships.

        Global Mobile Award. Didn't win, but was top 3 finalists out of 600 and only US corporation in top 3

        Before $2-3 CPM's. With AdLife post click engagement, $25-30 CPM. 10X value add. Powerful leverage & competitive advantage

        M&A: looking at some accretive M&A add tech pieces.

        Differentiating SAAS: Self-service $20-50K and Managed $50-$150K

        Nathan:

        IP mine value

        Oct 1999 priority date, focus on targeting content to end user

        Broadening our claims

        I've been mentoring with Don Stout, $600M settlement RIM

        Now $5.5 billion NPV infringement. WOW

        GM 68-69% / Operating margins mid 40's now

        Sales visibility mid $30M

        Facebook 6 months ago huge positioning to major traffic via mobile

        Everything is transitioning to mobile
        > 50% smart phones in US now

        Now more mobile phones in US than US residents

        1 yr ago no RFP's. Now we get 2-3 every day and mobile is a line item in the budget for ad spend

        HC. 8 yrs in mobile. Trusted brand. 1 of our goals is to be the IBM of mobile. HC safe, predictable choice. We have the reputation of go to. We promise and deliver.

      • thanks for taking the time to sum up and post.

    • Hey all.. first time post here, I am a small investor but have high hopes for this company. I am very grateful for those of you who post relevant information and have honest (seemingly) discussions on this board and on others. I have been accumulating shares for the past year and a half or so.

      I am curious if anyone experienced the following today.. Listening to the Roth presentation I was frustrated as I found it to be almost entirely inaudible. I was able to hear Paul speak but everyone else (including the questioners) was incomprehensible. I am sure everyone else listening online experienced the same?

      I noticed in their slideshow that there was no update on the Lucid Media settlement, it was just listed as an ongoing case with their others, and I did not hear any mention of this. I did hear Paul say that they would speak about their patent enforcement litigation but I was not able to hear anything in relation to this, maybe this was spoken about by the other presenters who I found to be completely inaudible. I will be interested in reading the transcript as soon as that becomes available.

      I was hoping they would mention their new suit against Velti but did not see it in their slideshow (this would be easy to add) or hear anything about this. Hoping that I missed something in all the incomprehensible audio that was streaming to my computer. Any insights would be appreciated.

    • Thought it was very good. Streaming audio quality was rough at times. Listened to a few companies presentations today, all are having the same issues for some reason. You can't hear Ivan or Nathan Bradley well at all. Everything Arena said was good and well spoken.

 
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