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Nuance Communications (NUAN) Message Board

  • jewelryman69 jewelryman69 Jul 9, 2007 2:38 PM Flag

    Is Nuance the Enron of Speech?

    I've been reading a lot of 10Q statements from these guys and I'm amazed that they get away with so much nonsense in their reporting. How about this for starters.

    THEY DO NOT REPORT BY PRODUCT SEGMENT!!!!

    I can't tell how much revenue they have realized in their 'network' business which is their SpeechWorks and 'Former Nuance' (i.e. the original Nuance) segments, or for that matter in the BeVocal hosted business. So I can't really tell anything about the speech applications business per se.

    Don't want to be too alarmist but they appear to be running an M&A ponzi scheme fueled by debt and pumped up stock. Hope I'm wrong. Hope somebody can give me another persective.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • No, I'm the guy who bought 100K shares over the last ten years at an average price of 4 bucks. No need to apologize to me.

    • Shawn,

      I am making $$$$.

      The real serious $$$$$ will be made in the next 3-5 years you can bet that I will still be here just as I have been for the last six years !


      GO ~

    • Talkspeech,

      No he will NOT admit anything since he works for Rocker Partners they have been short Nuance for a long time !


      GO ~

    • jewelryman writes
      "I'm amazed that they get away with so much nonsense in their reporting. How about this for starters. THEY DO NOT REPORT BY PRODUCT SEGMENT!!!!"

      Actually, they do. Nuance breaks down its revenues into Speech vs Imaging, and it breaks down Speech into Embedded Speech, Enterprise Speech, Dictation (Dragon Natually Speaking) and Dictaphone. Within each of these segments they separate out organic growth from "growth through acquisitions in the past 12 months".
      On top of that, they break down revenues into licenses and services, and provide separate cost of sale numbers for those two segments.

      I don't think you can expect more detail than that.

      You say "I can't tell how much revenue they have realized in their 'network' business which is their SpeechWorks and 'Former Nuance' (i.e. the original Nuance) segments,"

      I don't know why you say that; the number is there. In Q2-2007 they realized $39.5m in that segment, which is 17% year-on-year growth.

      You say "they appear to be running an M&A ponzi scheme"

      Even if your original observations were accurate, I believe your conclusion wouldn't follow. But if we now agree that your observations were in error, will you agree your original conclusion definitely no longer stands?

      • 2 Replies to talkspeech
      • "Actually, they do. Nuance breaks down its revenues into Speech vs Imaging, and it breaks down Speech into Embedded Speech, Enterprise Speech, Dictation (Dragon Natually Speaking) and Dictaphone. Within each of these segments they separate out organic growth from "growth through acquisitions in the past 12 months".
        On top of that, they break down revenues into licenses and services, and provide separate cost of sale numbers for those two segments.

        I don't think you can expect more detail than that.

        You say "I can't tell how much revenue they have realized in their 'network' business which is their SpeechWorks and 'Former Nuance' (i.e. the original Nuance) segments,"

        I don't know why you say that; the number is there. In Q2-2007 they realized $39.5m in that segment, which is 17% year-on-year growth."

        Just went back through their most recent 10Q on Nasdaq. Can't find these numbers you cite. Do you have a source, especially on the SpeechWorks, Nuance 1.0 and BeVocal revenues?

      • Thank you for a rational answer to a reasonable question. This is a much preferred response to name calling and posting links that no one can view.

    • If you feel that way then don't invest in the company and move on.

    • You are very definitely on to something! Nobody has thought of any of these things before!! Short all you can now and watch it go to zero!!! Better hurry!!!!

    • Jewlery,

      Is the name of your company Rocker Jewlery :)

      AND THE BAND PLAYED ON !


      GO ~~~

    • Jewelryman,
      I think you ask a fair question. I'm presently re-reading Martin Weiss's "Crash Profits". I'm in NUAN at 2000 shares and have been trading since Jan of this year. So...I.m new to the market. I've read that some of the best knowledge comes from listening to both sides of an argument. I enjoy the informed intelligent replies on this message board...not the inmature bashing and name calling. I look forward to hearing what others have to say also. Maybe Air could comment... please!

      • 2 Replies to splopedota
      • I, too, welcome your views. I there's anything I've learned in my years investing in the market, there is no such thing as "a sure thing". It's very difficult to find anything negative regarding Nuance if you believe in the future of
        Voice Recognition. The only thing that would bring this stock down is any "hanky panky" inside the company. I don't see it from what I've learned of management to date. Throw in WP would also have to be in on the take. But it would be nice to see an educated response to the question you raise. I always thought that was the reason we have a message board.

      • jewelry person isn't worthy of a response. His fair question was cleverly framed in a negative light. The figures he seeks are available from analyst reports and by asking the company.

        Hi Ponzi scheme reference shows he does not understand GAAP vs. non-GAAP, expanding operating and free cash flow, etc.

        Someone with a lot of experience and cash (spelled Warburg-Pincus & firms like theirs) have bid the stock from $4 to $18. Perhaps they coincidently know what they are doing.

    • Do you wear alot of jewlery ?



      GO ~

 
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