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Vonage Holdings Corporation Message Board

dgroves0 98 posts  |  Last Activity: Apr 16, 2015 9:47 AM Member since: Oct 21, 1999
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  • dgroves0 dgroves0 Apr 16, 2015 9:47 AM Flag

    "It's great to be joining Vonage at a pivotal time as the Company continues its business transformation, building upon its heritage as an Internet communications pioneer for consumers to solidify its leadership role in unified communications for the small and medium business sector," Mr. Gilvar said. "Vonage is one of the most recognized consumer brands in the U.S., and I'm excited about the opportunity to build upon that legacy, while unleashing the power of the Vonage brand in the B2B space."

  • Apr 16, 2015 08:45 ET
    Vonage Holdings Corp. Appoints Ted Gilvar Chief Marketing Officer

    HOLMDEL, N.J., April 16, 2015 /PRNewswire/ -- Vonage Holdings Corp. (NYSE: VG), a leading provider of cloud communications services for consumers and businesses, has appointed Ted Gilvar Chief Marketing Officer. Mr. Gilvar will join Vonage on April 20 as part of the Company's Senior Leadership Team and will report to Joe Redling, Chief Operating Officer.

    Mr. Gilvar will be responsible for leading all aspects of Vonage's marketing strategy and for advancing the Company's integrated marketing efforts across its business and consumer segments.

    "We are very excited to have Ted join our team. His vast marketing and branding expertise, coupled with his success in leading integrated marketing organizations for consumer and B2B brands, will be incredibly valuable as we extend the iconic Vonage consumer brand into business markets," Mr. Redling said.

    Mr. Gilvar comes to Vonage from Monster Worldwide Inc., the global leader in connecting people to jobs, where he was EVP and Chief Marketing Officer overseeing all aspects of Monster's global marketing function. He has more than 20 years of experience leading marketing and advertising for numerous world-class brands.

    Prior to joining Monster, Mr. Gilvar was EVP and Managing Director at BBDO, managing accounts for several major national and international brands. He has also held leadership roles at several advertising firms including McKinney, Hill/Holliday and Mullen. Mr. Gilvar is a graduate of Southern Methodist University in Dallas, Texas.

    Mr. Gilvar's accomplishments have earned him several prestigious awards including a B2B Marketer of the Year award from B2B Magazine for three years in a row, and CMO of the Year from the Boston Business Journal. In addition, he's led multiple award-winning advertising campaigns resulting in Cannes Film Festival Lions and Clios among others.

    "It's great to be joining Vonage at a pivotal ti

  • United States Patent 9,007,531
    Mintz , et al. April 14, 2015

    Methods and apparatus for expanding a field of view in a video communication session

    Abstract:
    Methods and apparatus for expanding a field of view of an image during a video communication session. In some embodiments, a method includes transmitting a first video image having a first field of view during the video telecommunication session. The methods and apparatus further capturing a first set of background images, at least some of which are combined to form a first composite background image having a second field of view that is greater than the first field of view. Further, superimposing at least a portion of the first video image over the first composite background image to form a second video image having a same field of view as the first composite background image and transmitting the second video image during the video telecommunication session.
    Inventors:
    Mintz; Ido (Burgata, IL), Bianco; Itay (Tel Aviv, IL), Sterman; Baruch (Efrat, IL), Machlin; Sagie (Rishon Lezion, IL), Efrati; Tzahi (Hoboken, NJ)

    Applicant:
    Vonage Network LLC
    Assignee:
    Vonage Network LLC (Holmdel, NJ)

  • dgroves0 dgroves0 Apr 15, 2015 2:21 PM Flag

    I expect the earnings report on April 29th, do you have any reason for the May 4th date?

  • Short interest is DOWN in the latest report on Apr. 10th, for Mar. 31

    Here is the progression:

    12/31/2014__ 3,187,184 shrs short__ 1,109,031 shr change _ 2.87 days to cover __ PPS $3.81

    1/15/2015___ 3,400,193 shrs short__ 1,057,279 shr change _ 3.21 days to cover __ PPS $4.20

    1/30/2015___ 3,608,658 shrs short__ 1,191,418 shr change _ 3.02 days to cover __ PPS $4.20

    2/13/2015___ 4,910,862 shrs short__ 2,164,683 shr change _ 2.26 days to cover __ PPS $4.37

    2/27/2015___ 7,713,729 shrs short__ 1,723,356 shr change _ 4.47 days to cover __ PPS $4.54

    3/13/2015___ 8,168,652 shrs short__ 1,263,324 shr change _ 6.46 days to cover __ PPS $4.45

    3/31/2015___ 7,849,630 shrs short__ -(319,022) shr change _ 6.40 days to cover __ PPS $4.91

    Fridays PPS $4.94

    Massive Shorting and they finally covered a few shares, and look at that price movement! Days to cover has doubled since Dec 31st, as have short shares, while PPS has Gone up $1.10 (29%)!!

    We are seeing new 4 year and eight year highs.

    Higher Revenues and Earnings numbers are guided, in 12 trading days at the earnings CC.

    The Analyst are upping their targets.

    Meanwhile Vonage's Money Losing Competition, EGHT which is valuated 5x++ more than Vonage, on EV/EBITDA and FCF/P, has seen a REDUCTION in Short shares since Dec 31st (4.93M down to 4.38M) as PPS went down from $9.16 to $8.81.

    If I was looking for a stock to short, would I like one in an up trend or a down trend?

    Would I look for one that was undervalued to it's competition, or one that was overvalued to it's competition?

    Would I look for one that had EXCELLENT FCF/P compared not only to the competition but he whole tech market, or one whose FCF/P was the bottom of the market?

    Would I look for a company, that was reducing shares with a new $100M buyback repeating, or a company that was diluting (bogus buyback again)?

    Don't they realize other BIG players are buying this up?

  • HOLMDEL, N.J., April 10, 2015 /PRNewswire/ -- Vonage Holdings Corp. (NYSE: VG), a leading provider of cloud communications services for consumers and businesses, will hold its annual meeting of stockholders on Wednesday, June 3, 2015 at 10:00 AM ET. The 2015 Annual Meeting will be a virtual meeting, conducted via a live webcast at Vonage IR site

    Shareholders at the close of business on April 10, 2015 are entitled to attend the annual meeting and vote their shares. Shareholders will be able to attend the annual meeting, vote shares and submit questions electronically during the annual meeting. Guests will be able to attend the annual meeting electronically, but will not be able to vote or participate.

  • United States Patent Application 20150098390
    Kind Code A1
    Efrati; Tzahi April 9, 2015

    PRIORITIZATION OF DATA TRAFFIC BETWEEN A MOBILE DEVICE AND A NETWORK ACCESS POINT

    Abstract:
    Methods for prioritizing data traffic between a mobile device and a network access point are provided herein. In some embodiments, a method for prioritizing data traffic between a mobile device and a network access point may include: receiving information associated with bandwidth usage for a plurality of user applications that are running on one or more computing devices connected to the network access point; accessing the network access point via a controller application disposed on one of the computing devices; and granting, by the controller application, bandwidth allocations for each of the user applications over a first time period based on at least some of the information associated with the bandwidth usage.

    Inventors: Efrati; Tzahi; (Hoboken, NJ)
    Applicant: VONAGE NETWORK LLC
    Assignee: VONAGE NETWORK LLC

  • United States Patent 9,003,498
    Aboughanaima , et al. April 7, 2015

    Method and apparatus for routing application programming interface (API) calls

    Abstract:
    A method and apparatus for routing Application Programming Interface (API) calls from a partner entity to a telephony service provider (TSP) network are provided herein. In some embodiments, a method for routing API calls may include receiving a first message including an API call and a partner API key used to authenticate the partner entity on the TSP network to access a partner API layer disposed on the TSP network, extracting the partner API key from the first message, performing an authentication process to authenticate an identity of the partner entity using at least the extracted partner API key, and routing the first message based on results of the authentication process. In some embodiments, the first message is routed to the partner API layer disposed on the TSP network when the identity of the partner entity is authenticated.

    Inventors:
    Aboughanaima; Mabrouk (Matawan, NJ), Gorrepati; Chakrapani (Morganville, NJ), Ottur; Deepak (Belle Mead, NJ), Erickson; John (Seattle, WA)
    Assignee:
    Vonage Network LLC (Holmdel, NJ)

  • Reply to

    Now Think This Over

    by pac257 Mar 18, 2015 4:30 PM
    dgroves0 dgroves0 Mar 26, 2015 5:05 PM Flag

    I've posted ad nauseum about 19 million retail shares out after you take away Institutions and insiders. To have 9 million short shares out is amazing to me.

    You can't cover that by churning shares.

    And they are DEFINITELY UNDERWATER, looking at the filings.

    Is it any wonder we saw scare tactics in the pre-market?

    We only had a couple LIARS today, because their tails are between their legs.

    The Fundamentals are strong, the bad news is non existent!

  • If I was looking for a stock to short, would I like one in an up trend or a down trend?

    Would I try to chance selling as a stock flys up, or see the decline?

    Would I look for one that was undervalued to it's competition, or one that was overvalued to it's competition?

    Would I look for one that had EXCELLENT cash flow/price compared not only to the competition but he whole tech market, or one whose cash flow/price was the bottom of the whole market?

    Would I look for a company, that was reducing shares with a new $100M buyback, or a company that was actually diluting?

    Would I look for a company where Institutions are buying hand over fist:

    Institutional Ownership:
    DEC 31st 2013 - - INST. OWN.: 65.48% 138,510,007 shares __ PPS $4.59
    MAR 31 2014 - - - INST. OWN.: 69.33% 146,737,004 shares _ PPS $3.61
    JUNE 30th 2014 - INST. OWN.: 71.97% 150,460,783 shares _ PPS $3.75
    SEPT 30th 2014 - INST. OWN.: 75.28% 154,687,270 shares _ PPS $3.55
    DEC 31st 2014 - - INST. OWN.: 73.06% 154,325,800 shares __ PPS $4.53

    or one with low institutional buying?

    Would I look for a stock that had positive earnings, or one that had dropped into negative earnings?

    Why would I ever short a totally undervalued stock, that is going up, when there are obviously overvalued stocks that are on the way down?

    IF I did Short this stock, A HUGE MISTAKE, and it went up 14% to new 4 year highs, in just 5 days, what would I do to save my butt?

    Short more? (set up for a squeeze) Lie about the company on message boards? Amplify a normal pull back and scream it's the end of the world? Play with pre market?

    In the last 4 weeks of reports, shorts did major shorting, for NO FACTUAL REASON. Short interest has doubled, a BIG player has done that and they are STILL LOSING THAT POOR BET.

    Don't they realize other BIG players are buying this up?

    In 5 weeks - the earnings report. They have already guided higher. Expect More Revs, FCF, and Earnings. Less Shares.

    Full Speed Ahead - SQUEEZE

  • dgroves0 dgroves0 Mar 24, 2015 8:05 PM Flag

    Short Interest numbers UP 6% to 8,168,652 Shares on 3/13/15, when PPS Closed at $4.45, seven trading days ago. Since then 9.6 million shares have traded, till 2pm est today.

    In other words THEY HAVEN'T COVERED AND THEY ARE HURTING!!!!

  • Celebrate that Vonage is better valuated than it was 5 days ago, but is it overvalued? NOT on your life.

    Vonage sells at 1/4 of 8x8 inc's valuation. Why? It is bigger, Better, and moving forward FASTER, offers more services, products, and is growing technology (PATENTS) 3X faster over the last year

    EGHT up the last three days
    Eght UP 7 of the last 8 days

    Vonage up the last 3 days
    Vonage up 4 of the last 5 days

    Vonage is GAAP profitable
    8x8 is NOT

    Vonage offers every service and product equivilent EGHT does.
    Vonage does it cheaper

    Vonage Business Services (VBS) brings in more revenues than EGHT
    VBS Grew 53% last year, EGHT grew 32%

    Vonage brought in 6X the revenues of EGHT last Year
    Vonage brought in 3X the revenues/shares of EGHT last year.

    EGHT sells at a P/S of 4.7
    VG sells at a P/S of 1.3

    EGHT sells at a P/FCF of 69.83
    VG sells at a P/FCF of 15.8

    EGHT sells at a EV/EBITDA of 65.33
    VG sells at a EV/EBITDA of 14.16

    EGHT just annouced a Share buyback of $20 million
    VG just annouced a Share buyback of $100 million

    HISTORY over the last couple years shows EGHT Diluted shares
    HISTORY over the last couple years shows VG Reduced shares

    This should be selling 4X higher when compared to EGHT.

    Do you think there is more UPSIDE????

    I DO!

    BURN THE SHORTS AND THEIR FACTLESS LYING POSTERS THAT COME TO THIS BOARD AND SPEAD FUD!

  • Shorts Must be more nervous than a one legged man in a butt kicking contest!

    This Report will show how many shares shorted on 3/13/15, when PPS Closed at $4.45, seven trading days ago. Since then 9.6 million shares have traded, till 2pm est today

    They are hoping this fades, but any time someone buys, VG PPS pops up!

  • United States Patent 8,989,759
    Guerrero March 24, 2015

    Methods and apparatus for proximity based call termination
    Abstract
    A system and method for automatic proximity based call termination determines when a mobile telephony device enters a predetermined area. ...........

    Assignee:
    Vonage Network LLC (Holmdel, NJ)
    ______________________

    United States Patent 8,989,721
    Fighel March 24, 2015

    Systems and methods for terminating telephony communications to mobile telephony devices
    Abstract
    Systems and methods for terminating telephony communications ..............

    Assignee:
    Vonage Network LLC (Holmdel, NJ)
    _______________________

    United States Patent 8,989,359
    Efrati , et al. March 24, 2015

    Methods and systems for dynamically changing contact information
    Abstract
    A system and method for dynamically changing contact information is presented.....................

    Assignee:
    Vonage Network LLC (Holmdel, NJ)
    ______________________

  • Reply to

    For the Records

    by oilggam Mar 23, 2015 7:41 AM
    dgroves0 dgroves0 Mar 23, 2015 6:35 PM Flag

    Jasiop, I have read your recent posts, and I generally agree with your obsevations.

    The technicals are skewed a bit.

    But part of that is the ownership structure. 20 million shares out there not claimed by management or institutions does put a bit of a damper on exactitude, especially when the MMS are trying to control this.

    I wouldn't expect it will effect full valuations in the future.

  • dgroves0 dgroves0 Mar 21, 2015 7:27 PM Flag

    Hi ADN, I've always liked your thoughtful posts,

    I remember a while back that Vonage was pushing itself as a software company. The lines are blurring as technology pushes ahead.

    Who would think I would be answering my home phone when I am hundreds of mile away on my cell?

    I just bought my Samsung galaxy note 4 outright because I wanted to keep my unlimited data. 5 years ago they charged for phone minutes, and gave you free unlimited data. Now it has flipped. I'd rather have the data (I can make all the calls I want on Vonage.

  • Why Vonage Holdings Corp (VG) Could Beat Earnings Estimates Again - Tale of the Tape

    By Zacks Equity Research
    9 hours ago
    Looking for a stock that might be in a good position to beat earnings at its next report? Consider Vonage Holdings Corporation (VG), a firm in the Diversified Commercial Services industry, which could be a great candidate for another beat.

    This company has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. In fact, in these reports, VG has beaten estimates by at least 100% in both cases, suggesting it has a nice short-term history of crushing expectations.

    Two quarters ago, VG expected to earn 3 cents per share, while it actually produced earnings of 6 cents per share, a beat of 125%. Meanwhile, for the most recent quarter, the company looked to deliver earnings of 4 cents per share, when it actually saw earnings of 9 cents per share instead, representing a 100% positive surprise.

    Thanks in part to this history, recent estimates have been moving higher for Vonage Holdings Corp. In fact, the Earnings ESP for VG is positive, which is a great sign of a coming beat.

    After all, the Zacks Earnings ESP compares the most accurate estimate to the broad consensus, looking to find stocks that have seen big revisions as of late, suggesting that analysts have recently become more bullish on the company’s earnings prospects. This is the case for VG, as the as the firm currently has a Zacks Earnings ESP of 60.00%, so another beat could be around the corner.

  • dgroves0 dgroves0 Mar 19, 2015 5:58 PM Flag

    No, you seem to be excited, and want to talk. You wish, as I do we got paid for this. (I guess we do, my Etrade account tells me I in the 6 figure gain zone, and that is not even a third or the least expensive of my holdings).

    We will be hitting the mid $5's soon (don't believe me, I'm a terrible market timer)

    As long as the money losing competition is valuated at 4-5X, profitable Vonage, there is a huge upside here.

    Everyone knows it

  • United States Patent Application 20150078371
    Kind Code A1
    EFRATI; TZAHI March 19, 2015

    SYSTEMS AND METHODS OF ASSIGNING AND USING VIRTUAL TELEPHONE NUMBERS

    Abstract

    A single virtual telephone number that is used to route telephony communications is assigned to first and second users if the first and second users rarely, if ever, communicate with the same party. When an incoming call is received on the virtual telephone number, telephony information for the first and second users is reviewed to determine if the calling party is one that has communicated with either of the first and second users in the past. If so, the telephony communication is routed to the user who has communicated with the calling party in the past.
    ___________________________

    United States Patent Application 20150078370
    Kind Code A1
    EFRATI; TZAHI March 19, 2015

    SYSTEMS AND METHODS OF ASSIGNING AND USING VIRTUAL TELEPHONE NUMBERS

    Abstract --- Same as above
    Inventors: EFRATI; TZAHI; (GIVATAIM, IL)
    Assignee: VONAGE NETWORK, LLC

  • MMs want shares to hold back gapping, all part of an "orderly market"

    All those additional shorts will soon want more shares, as it dawns on them that Vonage could double and still be undervalued to it's competition.

    Vonage will continue to buy back shares, $104K a day if the program was averaged out.

    Institutions will be increasing their holdings.
    MEANWHILE:
    The numbers oif institutions and shares are reported as:

    3rd Quarter: 09/30/2014: 173 owners, 154,687,270 shares held - 75.28%
    4th Quarter: 12/31/2014: 156 owners, 154,325,800 shares held - 73.06%

    So they are reporting a 350K drop in shares institutions hold.

    BUT:

    Form SC 13G/A
    Amended Statement of Beneficial Ownership
    Filed Jan 26, 2015
    Names of reporting persons. BlackRock, Inc.
    A parent holding company or control person in accordance with Rule 13d-1(b)(1)(ii)(G);

    Amount beneficially owned: 15844581
    Percent of class 7.7%
    _________________

    The nasdaq website DOESN'T report ALL Blackrock's shares for ownership this year on their site

    Nasdaq only shows 10,151,022 - 5,693,559 million short of what the 15,844,581 SC13G reported for Dec 31st.

    ADD those numbers to the 4th quarter and you will see:

    4th Quarter: 12/31/2014: 156 owners, 160,019,359 shares held - 75.8 %

    Highest ever.

    1/28/2015 Jeffrey A. Citron ---- SC 13G/A - 28,983,940 shrs

    Inst. 160M
    Citron 29M
    insider 3M

    total - 192M shares held by institutions, Citron, and Insiders

    19M shares Retail

VG
4.77-0.14(-2.85%)Apr 17 4:02 PMEDT