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Skullcandy, Inc. Message Board

staffordo3 2 posts  |  Last Activity: May 20, 2015 9:22 PM Member since: Apr 24, 2003
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  • Reply to

    Anyone else want to run a DCF?

    by warrenbuffettfan May 19, 2015 3:49 PM
    staffordo3 staffordo3 May 20, 2015 9:22 PM Flag

    headphone market atleast 8.0 Billion growing at 10%
    Skullcandy 2012(297M), 2013(210M), 2014 (247M) In Revenue

    Gaming headphone Market 700M with 0% growth (Includes Console & PC Gaming).
    Astro sales would be about 50M it was purchased by Skul in 2012

    Astro sales are included in the 210M (2013) & 247M (2014).

  • Reply to

    Question for the board:

    by yabadabadoo360 May 17, 2015 9:19 AM
    staffordo3 staffordo3 May 18, 2015 5:19 PM Flag

    i had a quick look at the earnings report. Q1 is always a good opportunity for earnings surprise if management holds back on the the annual marketing expense it loads at the front end. One Year they will do it and have a massive earning beat.

    There were a few issues that were suspect, but i think the major concern is margins dropping 600 basis points. Then the story about there growth coming from new lower margin categories. Have a look at the margins and profits or lack of from the leading in Gaming headphones Turtle beach (HEAR) for some insight into the Skullcandy strategy.

SKUL
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