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Vonage Holdings Corporation Message Board

dgroves0 42 posts  |  Last Activity: 23 hours ago Member since: Oct 21, 1999
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  • dgroves0 dgroves0 23 hours ago Flag

    One Analyst already admitted it - Timothy Horan commented, "VG TRADES AT A LARGE DISCOUNT TO PURE-PLAY BUSINESS PEERS."
    Those "pure-play business peers." that VG is selling at a discount to are 8x8 inc and RingCentral.

  • Again you are using my name over and over Jasiop, I think that means you want me to post the actual numbers again, instead of Blabber.

    LOOK at the fundamentals:
    Company__REVS__RV/SHR__RV/EMP__EBITDA__EB/SHR__FCF__FCF/SHR__PROFIT__PROF/SR
    Vonage___$895M__$4.20_____$511K____$93.2M__$.43_____$96M___$.45____$25M___$.11
    8x8 inc.___$196M__$2.20_____$346K____$4.2M___$.05_____$16M___$.19____-($4M)__-($04)
    RingCen__$296M__$4.23_____$390K___-($16.1)__-($.28)____$2.1M___$.04___-(32M)___-($46)

    Yet look at the Comparison Ratios
    Company__P/S__P/FCF__EV/EBITDA__P/B___FWD/PE
    Vonage____1.1___10.6_____12.2____2.54____13.49
    8x8 inc.____4.9___57.0____189.2____3.58____54.4
    RingCent___3.7__439.0___-(71.6)____11.4____92.4

    AVG VALUATION peers over VG
    ___________4X___20X___20X______3X____5.5X

    To equalize the DISCONNECT, Vonage should be selling at a 4X PPS = $18.40

    Facts:
    VG has the same Revs/Share as RNG,
    VG has GAAP PROFITS, RNG has losses
    VG has 10X the FCF/share of RNG
    VG has more Revs/employee
    VG has more EBITDA

    IN 5 years RNG might catch up to Vonage, if Vonage sat still.

    Look at the PPS's RNG sells for $19.51, VG for $4.60 - a 4X+ disconnect

  • United States Patent 9,325,746
    Lin April 26, 2016

    Systems and methods for routing internet protocol telephony communications
    Abstract:
    When IP telephony devices that make use of an Internet protocol (IP) based private branch exchange (PBX) service provider resister with the PBX service provider, they furnish local area network address information that indicates how the telephony devices can be reached directly on the local area network to which they are connected. This information is provided to other telephony devices within the same business or organization.........

    Applicant: VONAGE NETWORK, LLC
    Assignee: VONAGE BUSINESS INC. (Atlanta, GA)
    ______________

    United States Patent 9,325,699
    Aboughanaima , et al. April 26, 2016
    Method for 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..........

    Applicant: Vonage America Inc.
    Assignee: Vonage America Inc. (Holmdel, NJ)

  • Form DEF 14A
    Definitive Proxy Statement

    Filed Apr 25, 2016

    This table assumes 213,755,401 shares of common stock outstanding as of April 15, 2016 .

    Beneficial Owners of More than 5%

    Jeffrey A. Citron_______________25,402,215__11.77%
    Wellington Manag Group LLP ___20,317,265___9.50%
    Columbia Wanger Asset Manag__19,192,969___8.98%
    The Vanguard Group, Inc._______14,395,480___6.73%
    BlackRock, Inc.________________13,191,715___6.17%
    Renaissance Technologies LLC __10,836,926___5.07%

    Directors, Director Nominees, and Named Executive Officers

    Jeffrey A. Citron_____ 25,402,215___11.77%
    Alan Masarek__________833,686
    David T. Pearson_______1,583,225
    Joseph M. Redling_____ 1,342,846
    Clark Peterson__________56,457
    Kurt M. Rogers_________885,408
    Carolyn Katz___________136,331
    Stephen Fisher_________208,480
    Naveen Chopra_________100,895
    David C. Nagel__________354,344
    John J. Roberts_________332,701
    Carl Sparks____________342,730
    Margaret M. Smyth______249,342

    All directors and executive officers as a group
    32,288,292 14.59%
    ____________________

    PUTTING IT TOGETHER APRIL 15th:
    Total shares: 213,755,401 shares of common stock outstanding as of April 15, 2016

    All directors/executive officers as a group 32,288,292 shares, 14.59%
    INST. OWN:__DEC. 31 2015_________170,609,967 shares, 79.82%

    TOTAL, officers and Institutions _______202,898,259 shares, 94.41

    Total Retail shares__________________10,857,142 shares, 5.59%

  • United States Patent 9,319,440
    Citron , et al. April 19, 2016

    Third party call control application program interface

    Abstract:
    A third party call control (3PCC) application program interface (API) permits for users to use a web browser or other Internet capable software to place a call. The third party call control application program interface includes a first uniform resource locator operable over the Internet to effect a call between first and telephonic devices to be completed. The first uniform resource locator includes identification of the first telephonic device and identification of the second telephonic device.

    Applicant: VONAGE NETWORK LLC
    Assignee: Vonage Business Inc. (Atlanta, GA)

  • United States Patent Application 20160112576
    Kind Code A1
    MEGHANI; JAYA ; et al. April 21, 2016

    SYSTEMS AND METHODS OF MODIFYING DATA PACKETS USED IN IP TELEPHONY COMMUNICATIONS

    Abstract:

    Systems and methods performed by an IP telephony device or an element of an IP telephony system mask the data contained in data packets bearing the media of an IP telephony communication to prevent an Internet service provider from identifying the data packets as carrying the media of an IP telephony communication.
    ____

    United States Patent Application 20160112546
    Kind Code A1
    MEGHANI; JAYA ; et al. April 21, 2016

    SYSTEMS AND METHODS OF MODIFYING DATA PACKETS USED IN IP TELEPHONY COMMUNICATIONS
    _____

    United States Patent Application 20160112338
    Kind Code A1
    MEGHANI; JAYA ; et al. April 21, 2016

    SYSTEMS AND METHODS OF MODIFYING DATA PACKETS USED IN IP TELEPHONY COMMUNICATIONS

    Applicant: VONAGE NETWORK, LLC
    Assignee: VONAGE NETWORK, LLC

  • Reply to

    PE Ratio Apples and oranges

    by dgroves0 Apr 19, 2016 1:03 PM
    dgroves0 dgroves0 Apr 20, 2016 7:37 PM Flag

    ""You are more than capable to defend your point of view but no reasonably sane shareholder can agree since VG pps is half that of EGHT. Based on your numbers it should be other way around.""

    Yes the numbers show it should be the other way around. I AM SO GLAD YOU AGREE!

    But they are not MY numbers. They are actual real life, VG, EGHT, and RNG numbers. Shown in an easy to read format! With an Analyst quote.

    Analyst Timothy Horan of Oppenheimer commented, "VG TRADES AT A LARGE DISCOUNT TO PURE-PLAY BUSINESS PEERS." -- (EGHT and RNG)

    LOOK at the fundamentals:
    Company__REVS__RV/SHR__RV/EMP__EBITDA__EB/SHR__FCF__FCF/SHR__PROFIT__PROF/SR
    Vonage___$895M__$4.20_____$511K____$93.2M__$.43_____$96M___$.45____$25M___$.11
    8x8 inc.___$196M__$2.20_____$346K____$4.2M___$.05_____$16M___$.19____-($4M)__-($04)
    RingCen__$296M__$4.23_____$390K___-($16.1)__-($.28)____$2.1M___$.04___-(32M)___-($46)

    Yet look at the Comparison Ratios
    Company__P/S__P/FCF__EV/EBITDA__P/B___FWD/PE
    Vonage____1.1___10.6_____12.2____2.54___13.49
    8x8 inc.____4.9___57.0____189.2____3.58___54.4
    RingCent___3.7__439.0___-(71.6)____11.4___92.4

    AVG VALUATION peers over VG
    ___________4X___20X___20X______3X____5.5X

    To equalize the DISCONNECT, Vonage should be selling at at least 4X PPS = $18.40

  • Besides the fact that a company can report a great PE one quarter, and be out of business the next, and that I prefer P/FCF.

    Most of my posts contain the comparison of Vonage and it's two closest competitors, 8x8 and RingCentral.

    Although both of those companies trade at 3 to 4 times the valuation of Vonage, when you look at most of the Comparison Ratios, they don't generate profits, so

    they have no PE Ratios to compare.

    You don't have to take my opinion of those valuations, take the opinion of:

    Analyst Timothy Horan of Oppenheimer commented, "VG TRADES AT A LARGE DISCOUNT TO PURE-PLAY BUSINESS PEERS." (EGHT andRNG)

    And even though I don't use PE, I feel the Ratios that I use, and the companies I compare to, are the most relevant available. APPLES TO APPLES, here's a new Format, perhaps easier to understand:

    LOOK at the fundamentals:
    Company__REVS__RV/SHR__RV/EMP__EBITDA__EB/SHR__FCF__FCF/SHR__PROFIT__PROFIT/SHR
    Vonage___$895M__$4.20_____$511K____$93.2M__$.43_____$96M___$.45_______$25M___$.11
    8x8 inc.___$196M__$2.20_____$346K____$4.2M___$.05_____$16M___$.19______-($4M)___-($04)
    RingCent__$296M__$4.23_____$390K___-($16.1)__-($.28)____$2.1M___$.04______-(32M)___-($46)

    UcaSS guided growth
    Vonage___50%
    8x8 inc.___25%
    RingCent__30%

    Yet look at the Comparison Ratios
    Company__P/S__P/FCF__EV/EBITDA__P/B___FWD/PE
    Vonage____1.1___10.6_____12.2______2.54___13.49
    8x8 inc.____4.9___57.0____189.2______3.58___54.4
    RingCent___3.7__439.0___-(71.6)_____11.4____92.4

    AVG VALUATION peers over VG
    ___________4X___20X___20X________3X____5.5X

    To equalize the DISCONNECT, Vonage should be selling at least at 4X PPS = $18.40

    Then Vonage would reach equity with it's lesser competitors

  • Reply to

    PE Ratio Apples and oranges

    by dgroves0 Apr 19, 2016 1:03 PM
    dgroves0 dgroves0 Apr 19, 2016 1:07 PM Flag

    Using the Finviz Screener, of the US Tech Sector, Diversified Communications small cap and above, Vonage is the mean.

  • "One primary limitation of using P/E ratios emerges when comparing P/E ratios of different companies. Valuations and growth rates of companies may often vary wildly between sectors due both to the differing ways companies earn money and to the differing timelines during which companies earn that money. As such, one should only use P/E as a comparative tool when considering companies within the same sector, as this kind of comparison is the only kind that will yield productive insight. Comparing the P/E ratios of a telecommunications company and an energy company, for example, may lead one to believe that one is clearly the superior investment, but this is not a reliable assumption."

    Using the Finviz Screener, of the US Tech Sector, small cap and above, the mean PE is 48.22

  • For those of you with an aversion to numbers, or comparison of Values and only like opinion and prose: AVOID this post.

    Many companies might want a jump start to get into the UcaSS business. T wants in, who else?

    Which Company would you BUY to get the most bang for the buck? They are UcaSS competitors.

    PRINT THIS OUT, PUT AN X BEHIND THE WINNER OF EACH LINE and see what you get! or give each line a score of 1,2,3 and add them up.

    Simple? YES, and it will put valuation in perspective between competitors..

    Company "A"
    $4.64 PPS
    $1.01B Market Cap
    $895M Revs
    $4.20 Revs per shr.
    $511K Revs per Employee
    $93.2M EBIDTA
    $.43 EBITDA/shr
    $96M FCF
    $.45 FCF/shr
    $25M in PROFIT
    $.11 GAAP EARNINGS / share
    UcaSS guided growth__ 50%
    sells at 1.1X Revs
    sells at 10.6X FCF
    sells at EV/EBITDA of 12.2
    sells at Price/Book of 2.54
    FORWARD PE___13.49
    Brand Awareness 62%
    12.70% Held by Insiders
    79.73% Held by Institutions
    7.26% Held by Retail

    Company "B"
    $10.88 PPS
    $955M Market Cap
    $196M Revs
    $2.20 Revs per shr.
    $346K Revs per Employee
    $4.2M EBIDTA
    $.05 EBITDA/shr
    $16M in FCF
    $.19 FCF/shr
    $4M in LOSS
    -($.05) GAAP EARNINGS / share
    UcaSS guided growth__ 25%
    sells at 4.88X Revs
    sells at 57X FCF
    sells at EV/EBITDA of 189.2
    sells at Price/Book of 3.58
    FORWARD PE___54.4
    Brand Awareness 6%
    1.68% Held by Insiders
    66.4% Held by Institutions
    32% Held by Retail

    Company "C"
    $17.55 PPS
    $1.1B Market Cap
    $296M Revs
    $4.23 Revs per shr.
    $390K Revs per Employee
    -($16.1) EBITDA
    Negative EBITDA/shr
    $2.1M in FCF
    $.04 FCF/shr
    $32 M in LOSS
    -($.46) GAAP EARNINGS / share
    UcaSS guided growth__ 30%
    sells at 3.7X Revs
    sells at 439X FCF
    sells at EV/EBITDA of -(71.6)
    sells at Price/Book of 11.4
    FORWARD PE___92.4
    Brand Awareness 3%
    16.2% Held by Insiders
    80.4% Held by Institutions
    3.8% Held by Retail

  • Reply to

    How about the last three earnings report

    by dgroves0 Apr 14, 2016 9:08 AM
    dgroves0 dgroves0 Apr 15, 2016 6:51 PM Flag

    Just numbers Jasiop, I don't quite understand why they irritate you so.

    I never have enough room for the numbers, here are some I could have included on VG's Direct competition:

    Business Revenues VG vs RNG:

    2015 Q4__VG_$71M___RNG_$83.4M
    2015 Q3__VG_$57M___RNG_$76.8M
    2015 Q2__VG_$49M___RNG_$70.7M
    2015 Q1__VG_$42M___RNG_$65.3M
    2014 Q4__VG_$27M___RNG_$61.9M

    TOTAL 4th Q VG REVS $230M
    TOTAL 4th Q RNG REVS $83.4M

    TOTAL VG REV per share $4.20
    TOTAL RNG REV per share $4.23

    Year ago VG Q4 Business Revs were 43% of RNG's
    Last Q4, they were 85% of RNG'S, not counting the $159M additional Q4 VG Revs for Home phones.

    VG GAAP earnings $.11 ttm, RNG's -($.46)

    FCF/shr
    VG ___$.45
    RNG _$.04

    Market cap:
    VG____$999.56M
    RNG__$1.25B

    Vonage seems to be producing POSITIVE EARNINGS, huge FCF with the SAME REV/SHARE

    VG is growing faster in the business sector

    Yet RNG PPS is almost 4X Vonage PPS

    VG PPS = $4.64
    RNG PPS = $ 17.55

    RNG PPS is UP 3% over the last year
    VG PPS is DOWN 5.75%

    P/FCF:
    VG____10.4
    RNG__438

    EV/EBITDA:
    VG____12.15
    RNG__-71.63

    DISCONNECT!!!

  • 2nd Q report:
    Day before PPS 7/29/15______$5.17 close__ 13% prev low to DB
    Day of PPS 7/30/15__________$6.23 close _GAP
    High close before next report_$6.39 close __24% - DB to high
    Low close before next report_$5.44 close

    3rd Q report:
    Day before PPS 11/3/15______$6.27 close__ 13% prev low to DB
    Day of PPS 11/4/15__________$6.95 close GAP
    High close before next report_$6.95 close __11% - DB to high
    Low close before next report_$4.51 close

    4th Q report:
    Day before PPS 2/11/16________$4.65 close__ 3% prev low to DB
    Day of PPS 2/12/16____________$4.72 close - A failed pushdown
    High close before next report__$5.53 close (so far)__19% - DB to high
    Low close before next report___$4.37 close (so far)

    The Day before earnings to the high the next Q, has averaged 18%. The day before has averaged 10% up from the prev Q low.__ 28% ave swing each Q

    Now you know why the traders are here. And the FUD

    Why they say they would accept a 2.3X sales ($9) in a buyout of Profitable, High FCF, Vonage when the unprofitable competition EGHT ALREADY SELLS at 4.7X REVS!

    They are getting just what they want. Opportunities to buy low, GAPS to sell high and give a point to push back down to.

    It's always the "Permabulls" that are the problem. Showing the numbers, news is BAD.

    The DISCONNECT

    Look at VG VS EGHT Business Revs:
    2015 Q4__VG_$71M__Q3_16_8X8_ $53.2 M
    2015 Q3__VG_$57M__Q2_16_8X8_ $50.9M
    2015 Q2__VG_$49M__Q1_16_8X8_ $47.9M
    2015 Q1__VG_$42M__Q4_15_8X8_ $43.5M
    2014 Q4__VG_$27M__Q3_15_8X8_ $41.4M
    TTM________$219M___________$195.5M

    Year ago VG Q4 Business Revs were 65% of EGHT's
    Last Q4, they were 133% of EGHT'S, not counting $159M more Q4 VG Revs for Home phones.

    VG GAAP earnings $.11 ttm, EGHT's -($.04)

    FCF/shr
    VG ___$.45
    EGHT _$.19

    Market cap:
    VG____$999.56M
    EGHT__$913.69M

    EGHT PPS is UP 17.63% over the last year
    VG PPS is DOWN 5.75%

    P/FCF:
    VG____10.4
    EGHT__54.7

    EV/EBITDA:
    VG____12.15
    EGHT__178.9

  • United States Patent 9,313,238
    Meghani , et al. April 12, 2016

    Systems and methods for communication setup via reconciliation of internet protocol addresses

    Abstract

    Systems and methods for forwarding data packets to facilitate an IP telephony communication make use of a media relay to accomplish the forwarding actions. ......

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

    United States Patent 9,313,631
    Dudai , et al. April 12, 2016

    Method and system for intelligent call termination
    Abstract:
    Methods and systems for intelligently terminating calls are provided herein.........

    Applicant: VONAGE BUSINESS INC.
    Assignee:Vonage Business Inc. (Atlanta, GA)
    _________________

    United States Patent 9,313,676
    Venezia , et al. April 12, 2016

    Systems and methods for predictive analysis of technical support issues
    Abstract:

    Embodiments of the present invention generally relate to a method and system for predictive analysis of technical issues in a technical support environment. In some embodiments, the method may include receiving information associated with a first technical support issue reported by a customer, associating at least one category with the first technical support issue based on an analysis of the received information and a history.......

    Applicant: Vonage America Inc.
    Assignee:Vonage America Inc.

  • United States Patent 9,299,358
    Efrati March 29, 2016

    Method and apparatus for voice modification during a call
    Abstract:
    A method for voice modification during a telephone call comprising receiving a source audio signal associated with at least one participant, wherein the source audio signal comprises a voice of the at least one participant, detecting a source dialect of the at least one participant, selecting a target dialect based on at least a characteristic of a target participant and creating a modulated audio signal based on the source audio signal, the source dialect, and the target dialect and transmitting the modulated audio signal to the target participant.
    Inventors: Efrati; Tzahi (Hoboken, NJ)

    Applicant: Vonage Network LLC
    Assignee: Vonage America Inc. (Holmdel, NJ)

  • The recent 1.5M shares sold on November 18th, 24th, 2015 and March 4th 2016, were from his two minor children's trust.

    Citron Recieved 36,097 total shares in 2015, over four different payment dates, 1/1/15 - 11,317 shrs __4/1/15 - 8590 shrs __7/1/15 - 8782 shrs __10/1/15 - 7408 shrs.

    Again, He sold no shares to cover taxes.

    This year he received 7512 shares on 1/1/16 so far

    This seems to be his pay for being a director, his title? Non-Executive. Chairman.

    As far as playing games, or insider trading, as of the SC 13G/A filed Feb 9, 2016, 26,520,037 shares between Citron and the trust, now after the sale, 25,520,037 shares.

    Do you really think that they would push down PPS $2 and cost themselves $51 million if they were sure that the sale was the cause?

    Someone has manipulated big time, but I don't think it's Citron.

    Forward guidance:
    HIGHER (RECORD) REVENUES 2016
    HIGHER EBITDA 2016
    HIGHER FCF 2016
    50% GROWTH at Vonage Business Services 2016.

    SELLING AT LESS THAN 10X FCF RIGHT NOW

    Average Analyst. target $7.18

    Analyst Timothy Horan commented, "VG TRADES AT A LARGE DISCOUNT TO PURE-PLAY BUSINESS PEERS."
    YES, at 1/4 or less the comparison Ratios, P/S, P/FCF, EV/EBITDA.

  • DATE_____ANALYST______RATING__TARGET
    03/20/2016: Craig Hallum_____????
    03/08/2016: Summit Research__Hold___$6.00_Init
    02/12/2016: Oppenheimer_____Outp____$6.50
    02/12/2016: FNB____________Outp____$7.45
    02/12/2016: Dougherty________Buy____$7.00
    11/05/2015: Canaccord Genuity_Buy____$8.50
    08/21/2015: Northland Capital__Outp____$7.60
    Ave. target $7.18
    PPS NOW $4.46
    GAIN TO Average TARGET 61%

    Seem like a lot? REMEMBER, just 97 trading days ago, The days high on 3rd Quarter Earnings CC day was $7.42, the next day the high was $7.14

    Since that 3QCC, Vonage has Reported the RECORD revenues 4QCC!
    GUIDING:
    HIGHER (RECORD) REVENUES 2016
    HIGHER EBITDA 2016
    HIGHER FCF 2016
    50% GROWTH at Vonage Business Services 2016.

    All without including any New M&A activity that would push those numbers higher.
    On Feb 29th , CEO Masarek told Bloomberg that M&A should continue at the same pace.
    GOOGLE: "Bloomberg US talks with Alan Masarek" with the quotes and watch.

    Some have said that both times PPS dropped, shortly after being run up by earnings, Citron had sold Shares. I think they are right - some push down on these events.

    On Nov 18, Nov. 24th, and March 4th, Citron reported he had sold 500k (1.5M) of his Children's Trust fund shares (12% of their total holdings)
    they were not Citron account shares, looked at in total of the families holdings, the sale was about 6% of holdings

    CITRON HAS NOT SOLD ANY OF HIS OWN SHARES SINCE NOV. 19th, 2014, WHEN HE DISCONTINUED HIS AUTOMATIC SALES PLAN! JUST HIS KIDS SHARES FROM THE TRUST.

    From the internet, Kyra will be 18 years old sometimes this year, and Noah is about 15.

    To put the 1.5M shares, sold in the last 14 months by the kids trust, into perspective, INSTITUTIONS HAVE BOUGHT 13.3M shares and VONAGE BOUGHT BACK 2.6M Shares during that time period.

    LOOK AT THE GUIDANCE AGAIN, DOES THIS 40% PUSH DOWN MAKE SENSE?
    WHY IS VG SELLING AT LESS THAN 10X FCF???
    EVEN THE ANALYST SAID VG SELLS AT A LARGE DISCOUNT TO IT'S PURE PLAY PEEERS

  • Vonage might not be the only company interested in M&A in UcaSS

    AT&T competitors might want to get into the UcaSS business also.

    It is HOT HOT HOT!

    What is the fastest way to do that?

    AT&T will start in April, a competitor could buy one of the players and be in it today!

    Which Company would you BUY?

    Company "A"
    $925M Market Cap
    $900M Revenues
    $25 million in PROFIT
    $97 million in FCF
    UcaSS business guided growth 50%
    Selling at 1.04X Revenues
    Selling at 10X FCF

    Company "B"
    $823M Market Cap
    $196M Revenues
    $4 million in LOSS
    $16 million in FCF
    UcaSS business guided growth 25%
    Selling at 4.2X Revenues
    Selling at 54X FCF

    Company "C"
    $1.1B Market Cap
    $296 M Revenues
    $32 M in LOSS
    $2 M in FCF
    UcaSS business guided growth 30%
    Selling at 3.7X Revenues
    Selling at 371.0X FCF

    Vonage has been pushed down mercilessly (36%) since it's 3rd Quarter Beat/Beat report, even after it's RECORD Beat/Beat 4th quarter report. Manipulation is obvious. Are they softening the industry for M&A??

  • dgroves0 dgroves0 Mar 18, 2016 12:34 PM Flag

    Interesting?, happens every year.

    1.4 million shares on bonus day March 15th.

    Form 4's
    4 rogers, kurt Mar 17, 2016____________88,582
    4 redling, joseph m Mar 17, 2016_______199,311
    4 quackenbush, susan l Mar 17, 2016____ 9,832
    4 peterson, clark Mar 17, 2016_________ 199,311
    4 pearson, david t. Mar 17, 2016________199.311
    4 graham, mcgonigal Mar 17, __________73,818
    4 masarek, alan Mar 17, 2016__________501.968
    4 javaid, omar muhammad Mar_________ 68,897
    4 gilvar, edward m. Mar 17, 2016________ 54,133
    4 pablo, calamera Mar 17, 2016_________ 54,133

    They will probably sell some off for taxes now

    The restricted stock unit vests in equal annual installments on the first through third anniversaries of March 15, 2016.

  • Reply to

    AT&T Launches Cloud-Based Collaborate 03/07/2016

    by oilggam Mar 18, 2016 7:37 AM
    dgroves0 dgroves0 Mar 18, 2016 10:02 AM Flag

    I agree with the others, AT&T will offer what VG already does for a higher price - Same old,

    But your numbers for VG, EGHT, and RNG show this push down was not something specific at Vonage.

    Your numbers:
    VG PPS $5.14 (in 9 trading days lost 14.98%
    EGHT PPS $11.18 (in 9 trading days lost 16.82%
    RNG PPS $19.13 ( in 3 trading days lost 21.01%,

    I understand why unprofitable companies like EGHT (-$.04) and RNG (-$.60) would go down.
    I understand why LOW FCF companies like EGHT(54 P/FCF) and RNG (371 P/FCF) would go down.
    I understand why high P/S companies like EGHT(4.2 P/S) and RNG (3.8 P/S) would go down.
    I understand that EGHT is guiding 25% business growth, and RNG is Guiding 30% business growth

    I don't understand why Profitable VG _ +$.11, with HUGE FCF (10 P/FCF), a low P/S of 1, and 50% guidance of business growth, is drug down with them.

VG
4.90+0.26(+5.60%)May 4 4:00 PMEDT