Recent

% | $
Quotes you view appear here for quick access.

Akamai Technologies, Inc. Message Board

  • pantone101naturalblondie pantone101naturalblondie Apr 29, 2010 1:20 PM Flag

    Akamai's ER

    Time to make this a new topic. I'm replying to your 4:12 PM post yesterday, "Re: This Is A Good Story" (212694), at

    http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_A/threadview?m=tm&bn=700&tid=211619&mid=212694

    http://
    messages.finance.yahoo.com/Stocks_%28A_to_Z
    %29/Stocks_A/threadview?m=tm&bn=700&tid=
    211619&mid=212694

    >>Obviously not for Akamai . . . this is as good as I've seen them do in a while, but maybe we better wait for the guidance before getting too exuberant.<<

    This is Sherman speaking yesterday, and I've ellipsed his foreign currency exchange outlook:

    <For the near term, we are expecting Q2 revenue of $236 million to $246 million. That represents between 15% and 20% year-over-year growth, accelerating from the 14% growth rate we saw in Q1. . . .

    We expect that cash gross margins will be approximately 82% in Q2 and GAAP gross margins including equity compensation will be approximately 71%. In Q2, we plan to increase our investment levels, given the positive growth outlook for the year. On the OpEx side, we expect to grow OpEx by about $7 million to $8 million on a sequential basis, as we continue to invest in R&D and go to market initiatives that we believe will yield important near-term and long-term benefits.

    We expect adjusted EBITDA margins will be back in the planned range of 46% for the quarter as investments catch up with our top line growth. With the acceleration we have seen in media volumes and the increasingly large TV size events online, we are planning to ramp up our CapEx spending in Q2 to approximately $65 million. For the full year, we expect CapEx will be at the top end of our long-term model range of 13% to 16% of revenue.

    . . . Given our revenue guidance of $236 million to $246 million in Q2, we expect fully taxed normalized earnings per share for the second quarter to be in the range of $0.32 to $0.34. This assumes a GAAP tax rate of roughly 39% or GAAP taxes of approximately $21 million to $24 million for Q2.>

    http://seekingalpha.com/article/201539-akamai-technologies-inc-q1-2010-earnings-call-transcript?page=-1

    http://
    seekingalpha.com/article/201539
    -akamai-technologies-inc-q1-2010
    -earnings-call-transcript?page=-1

    How do you assess it? Judging by AKAM's action last night and today, investors must like it!

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • pantone101naturalblondie pantone101naturalblondie Jun 2, 2010 10:51 PM Flag

      >>Jobs has always been down on TV. Sounds like this new Apple TV will either be really great or maybe not even exist.<<

      DR believes a revolutionary Apple TV will exist! I think his reasoning makes the rumor more believable, and it follows in the series tjh930066 began, so click on that little right angle bracket . . .

    • >>Is Jobs trying to get sniffers off the Apple TV trail that Engadget spotlighted? I can't believe Engadget simply fell for a yarn.<<

      Jobs has always been down on TV. Sounds like this new Apple TV will either be really great or maybe not even exist.

    • >>Yep that could be the topping that makes all the difference . . . the Apple TV wasn't doing so hot given you could do the same stuff with Front Row and a Mini Mac.<<

      And you can do a whole lot more with a Mini Mac because it is a CPU complete with ports and all the capability of the other Mac computers.

      Do you have any estimate as to how many online game addicts are out there? I'm thinking particularly of PC gamers and wondering if they are content with their hardware and software or would be lured by a gaming Apple TV. In other words, could Jobs's Folly become another Apple Trojan horse?

      Now here's a real puzzler. And the author is Daniel Eran Dilger, who is Apple-knowledge to the core. He reports the answer Jobs gave at All Things Digital to a question about the future of television.

      <Jobs: Apple TV a hobby because there's no viable market>

      http://www.appleinsider.com/articles/10/06/02/jobs_apple_tv_a_hobby_because_theres_no_market.html

      http://www.
      appleinsider.com/articles/
      10/06/02/jobs_apple_tv_a_hobby
      _because_theres_no_market.html

      Is Jobs trying to get sniffers off the Apple TV trail that Engadget spotlighted? I can't believe Engadget simply fell for a yarn.

    • >> . . . Like the iPad and iPhone before it, including iPhone OS would almost inevitably mean iPhone SDK, and iPhone SDK would mean developers creating unique apps exclusively for Apple TV – new apps like _games_.><<

      Yep that could be the topping that makes all the difference . . . the Apple TV wasn't doing so hot given you could do the same stuff with Front Row and a Mini Mac.

    • pantone101naturalblondie pantone101naturalblondie Jun 2, 2010 12:41 PM Flag

      >>Yes, Sounds like it won't have a headphone port.<<

      Maybe that's planned for later, to juice upgrade sales.

      >>I remember that [wand] . . . sort of like those Wii controllers. That should work . . . make it a game machine too.<<

      It'll be interesting to see if you've guessed Apple's plan. Gaming would sure help sell more Apple TVs. A game site doesn't mention the wand, but is hoping the Apple TV's iPhone OS portends gaming:

      <In less than a year, iPhone gaming took the world by storm. Apple followed up this success with . . . the iPad, a device . . . that allows for bigger games at bigger prices . . . . Even the Mac seems to have caught gaming fever . . . . So what’s left to conquer?

      The living room.

      . . .

      . . . Let me repeat in case it didn’t sink in: _the new version of Apple TV could feature iPhone OS_. Like the iPad and iPhone before it, including iPhone OS would almost inevitably mean iPhone SDK, and iPhone SDK would mean developers creating unique apps exclusively for Apple TV – new apps like _games_.>

      http://www.gamezebo.com/news/2010/06/01/could-apple’s-next-gaming-conquest-be-your-living-room

      http://www.
      gamezebo.com/news/2010/06/01/could-apple’s
      -next-gaming-conquest-be-your-living-room

    • >> . . . Is a headphone jack considered a port?<<

      Yes, Sounds like it won't have a headphone port.

      >><An Apple patent filing on Thursday reveals the company's plans for a cursor-controlling remote with more than a few tricks up its sleeve, and which may hint at the big-screen Apple television that has been the subject of many a rumor.><<

      I remember that . . . sort of like those Wii controllers. That should work . . . make it a game machine too.

    • >>If it has a headphone jack (which seems likely if it's truly modeled on the iPhone).<<

      I'm looking back at the Engadget article. The rumor says the Apple TV "is said to be quite small with a scarce amount of ports (only the power socket and video out) . . . ." Is a headphone jack considered a port?

      >>No but they already have Magic Mouse which is a touch mouse. It should be easy for Apple to adapt that.<<

      In looking through past posts for Apple patents, I came to one I'd completely forgotten. In March of last year the Register author speculated:

      <An Apple patent filing on Thursday reveals the company's plans for a cursor-controlling remote with more than a few tricks up its sleeve, and which may hint at the big-screen Apple television that has been the subject of many a rumor.>

      The article, with lots of details and some diagrams depicting Apple's wand is still there.

      http://www.theregister.co.uk/2009/03/13/apple_remote_patent/

      http://www.
      theregister.co.uk/2009/03/13/
      apple_remote_patent/

      Wouldn't it be something if Apple plans to introduce its own big-screen television when it announces its new Apple TV? Jobs has been describing the iPad as 'magic'. Maybe that hints at a 'magic' wand for the Apple TV?

    • >>If no microphone input is built in, would this solution allow the iPhone-controlled Apple TV to make phone calls ?<<

      If it has a headphone jack (which seems likely if it's truly modeled on the iPhone).

      >>Maybe the handheld remote would have a touchscreen? Do you remember anything like that from previous patents that Apple junkies have found?<<

      No but they already have Magic Mouse which is a touch mouse. It should be easy for Apple to adapt that.

    • pantone101naturalblondie pantone101naturalblondie May 31, 2010 2:38 PM Flag

      >>There'd have to be a microphone input.<<

      Engadget needs Akamai. Its pages always take forever to open. My color wheel is still spinning. No update there and no mention of any microphone.

      If no microphone input is built in, would this solution allow the iPhone-controlled Apple TV to make phone calls ?

      http://www.iphone3gs-guide.com/how-to/273-use-an-external-microphone-with-the-iphone-

      http://www.
      iphone3gs-guide.com/how-to/273-use
      -an-external-microphone-with-the-iphone-

      >>Interesting. It's a makeover of the old Apple TV. The trick will apparently be to make the interface better . . . like the iphone? But that's touch, I wonder how they'll pull that off.<<

      Maybe the handheld remote would have a touchscreen? Do you remember anything like that from previous patents that Apple junkies have found?

    • >> . . .Would it really be possible to make phone calls via the iPhone-controlled Apple TV . . .<<

      There'd have to be a microphone input.

      >>He also speculates that the Apple TV "might, as a member of the iPhone/iPad family, also have access to a couple hundred thousand iPhone and iPad apps." That sounds likely, doesn't it?<<

      Yes . . . Apple would be moving away from their model which is to make money on the hardware. With Apple TV they'll be selling apps and video and music.

      >>I wonder how word leaked out, if it did, with all Jobs goes through to prevent leaks about its product development.<<

      Interesting. It's a makeover of the old Apple TV. The trick will apparently be to make the interface better . . . like the iphone? But that's touch, I wonder how they'll pull that off.

    • View More Messages
 
AKAM
52.99+0.58(+1.11%)Sep 30 4:00 PMEDT