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March 11, 2014
07:49 EDTCBS, CTL, SFXE, AOL, EQIX, LYV, TRLA, ETM, EVC, FOX, CMLS, TWTC, DWRE, CVCDeutsche Bank to hold a conference
22nd Annual Media, Internet & Telecom Conference is being held in Palm Beach, Florida on March 10-12 with webcasted company presentations to begin on March 11 at 7:50 am; not all company presentations may be webcasted. Webcast Link
News For CBS;FOX;EQIX;CVC;EVC;AOL;DWRE;ETM;SFXE;TWTC;TRLA;CTL;CMLS;LYV From The Last 14 Days
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February 20, 2015
08:02 EDTETMEntercom gets request for added info from DOJ on Lincoln deal
Entercom (ETM) disclosed in a regulatory filing last night that the company received a request for additional information and documentary material, often referred to as a “second request,” from the Department of Justice in connection with the company’s previously announced agreement with Lincoln National Life (LNC) to acquire all of the outstanding shares of capital stock of Lincoln Financial Media Company from Lincoln. The second request was issued under the HSR Act. Consummation of the transaction is conditioned on expiration of the waiting period applicable under the HSR Act. Issuance of the second request extends the waiting period under the HSR Act until 30 days after both parties to the stock purchase agreement have substantially complied with the second request, unless the waiting period is terminated earlier by the DOJ or the parties voluntarily extend the time for closing. The second request, however, may delay the consummation of the transaction beyond the second quarter of 2015, as originally disclosed by the company, Entercom said.
07:15 EDTEQIXEquinix shares should be bought on any weakness, says Stifel
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February 19, 2015
16:16 EDTETMEntercom Comm reports Q4 adjusted EPS 32c, two estimates 31c
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16:14 EDTEQIXEquinix sees Q1 revenue $634M-$638M, consensus $647.28M
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16:13 EDTEQIXEquinix sees FY15 revenues greater than $2.63B, consensus $2.68B
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16:12 EDTEQIXEquinix reports Q4 pro forma EPS 56c, consensus $1.03
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15:32 EDTEQIXNotable companies reporting after market close
Notable companies reporting after the market close, with earnings consensus, include Public Storage (PSA), consensus $2.19... Intuit (INTU), consensus (13c)... Consolidated Edison (ED), consensus 55c... Nordstrom (JWN), consensus $1.35... Mohawk Industries (MHK), consensus $2.21... Newmont Mining (NEM), consensus 10c... Frontier Communications (FTR), consensus 5c... Brocade Communications (BRCD), consensus 24c... Bruker (BRKR), consensus 29c... Rovi (ROVI), consensus 41c... Marvell Technology (MRVL), consensus 24c... MRC Global (MRC), consensus 46c... Equinix (EQIX), consensus $1.03.
10:05 EDTCBSCBS says Hulu bought video on demand rights to CSI
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09:14 EDTAOLAOL reports AOL Mail outages
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09:00 EDTDWREDemandware sees FY15 revenue 230M-235M, consensus $218.26M
Expects $23M of total revenue to come from Tomax in 2015. Sees FY15 subscription revenue $200M-$205M. Sees FY15 subscription revenue, excluding Tomax, $10M. Expects trends to follow similar quarters in previous years. Expects base vs average mix on annual base similar to 2014. Expects to increase coverage in North America, while expanding into Europe and Asia. in 2015. Sees FY15 GAAP net loss ($56M)-($52M). Comments taken from Q4 earnings conference call.
08:59 EDTDWREDemandware sees Q1 revenue $49M-$50M, consensus $45.31M
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08:41 EDTDWREDemandware reports live customers reached 267 at 2014-end
Reports live sites reached 1,143 at 2014-end. Average revenue per customer expanded to $578K in 2014. Subscription dollar retention rate exceeded 100% in 2014 and customer churn was less than 5%
07:06 EDTDWREDemandware reports Q4 adjusted EPS 13c, consensus 14c
Reports Q4 revenue $52.5M, consensus $48.67M.
February 18, 2015
16:46 EDTTRLAOn The Fly: Closing Wrap
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12:31 EDTTRLAOn The Fly: Midday Wrap
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10:05 EDTCBSOn The Fly: Analyst Initiation Summary
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10:05 EDTCTLOn The Fly: Analyst Downgrade Summary
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09:10 EDTCTLOn The Fly: Pre-market Movers
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08:49 EDTCBSCBS initiated with a Neutral at Rosenblatt
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05:31 EDTCTLCenturyLink downgraded to Sell from Neutral at Goldman
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