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AudioCodes Ltd. (AUDC) Message Board

  • cntf_17vee cntf_17vee Jul 22, 2013 12:30 PM Flag

    Earnings Preview

    Audc has its call next Tuesday am . Opco came out last week and said nothing great going on at audc inline results slight guide up for next qtr. I believe he's not in contact with audc at all.

    My estimates

    33.1 and .03 cts

    Cash flow positive of 3 million

    Gross margins of 59%

    Same yearly guidance for 2013

    Conference call will focus on q4 and 2014 as a whole and beyond as audc sees great upside. Takeover will come north of 8

    Cheaper than sons and more operating leverage in q4 and 2014

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • Opco just reiterated what the company has said at the most recent conf calls. "No growth until second half accelerating into next year."

      Sentiment: Buy

      • 1 Reply to spaceman_999
      • Opco analyst is not impressive in his audc work and sons work. He looks to be piggybacking the sons upgrade parade a few weeks ago.

        He needs to explain why audc deserves. 1.2 ev/sales multiple vs sons 3x rev multiple net cash at his $4 target. Sonus has not had a profitable qtr in the past yr. audc has much more operating leverage in 2014 as they build its SBC product line to 50-60k sessions up from the 14k sessions they committed to in 2013. Audc is worth 7-8 on a takeover which in this industry could happen in the next 6-9 months very easily. The whole sector is about to experience large spending budgets starting sept/oct this year. Audc should deliver .06cts and 35.5 in Q4.

        Opco calls audc qtr unexciting yet they make money and generate cash vs sonus who has yet to do either of them.

        Audc needs to push IR channels here and now.

        I personally believe the next dip will be the last before it pops thru 5 and gains steam to 8-10 by jan/feb as audc is discovered.

 
AUDC
7.05-0.04(-0.56%)Jul 24 3:59 PMEDT

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