Akamai Technologies, Inc. (Nasdaq: AKAM)
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Akamai Technologies, Inc. (Nasdaq: AKAM) provides services for accelerating the delivery of content and applications over the Internet. Akamai's 36,000-server-strong private network -- governed by a patented algorithm -- is the digital highway for more than 20% of the world's Web traffic.
Täpsemalt vaata: www.akamai.com
Kauplemisinfo: Yahoo Finance -
Akamai aktsia tegi 31.07.2008 peale 2Q2008 tulemuste avaldamist läbi üle 25% languse. Peamiseks põhjuseks oodatust madalam kasv firma suurimas turusegmendis.
Akamai CEO Paul Sagan kommenteerib: “Growth in the media and entertainment segment of its business had moderated from stratospheric growth a year ago to high growth today”.
Q2, 2008 tulemused:
Akamai reported it earned $34.3 million, or 19 cents a share, in the second quarter compared with $21.6 million, or 12 cents a share, for the same period last year. Excluding one-time charges, earnings came in at 41 cents a share, which is what analysts expected. Revenue increased to $194 million from $152.7 million, an increase of about 27% year over year. However, analysts expected revenue to come in at $196.7 million.
Free cash flow through the first six months of the year more than tripled to just under $100 million. Capital spending, meanwhile, declined just 4% over the same period.
Management reduced 2008 revenue guidance from $800 to $825 million to $785 to $800 million. Normalized EPS are now expected to come in between $1.63 to $1.69, down from earlier estimates of $1.68 to $1.71.
Firmal on tugev bilanss:
Akamai has $287 million in cash and short-term investments and $453 million in long-term securities holdings, $280 million of which are auction-rate securities that aren't likely to be sold soon.
The stock is currently trading around $23 with a market cap of around $4 billion. -
Akamai (AKAM) upgraded at Goldman Sachs to Neutral from Sell based on lower 2008 expectations and reasonable valuation. Q2 results showed that the company is able to avoid gross margin compression by accepting somewhat slower revenue growth. Maintained $25 price target.
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AmTech kommenteerib Akamai konkurendi Limelight Networks'i (LLNW) tulemusi:
AmTech notes AKAM's largest competitor LLNW's results last night were generally inline, AKAM gained share of revenue with 27% YoY growth and 4% sequential. LLNW guided down gross margin in the 2H, they said this was primarily on higher costs as they build up network resources in anticipation of new business wins. AKAM's largest competitor is not expecting significant share gains nor are they suggesting more aggressive price competition. While investors are understandably looking for comfort on competitive dynamics, they do not see anything as being broken at AKAM and see sustainable growth for many years ahead. -
Akamai eesmärk on käive lähiaastatel viiekordistada.
2010.a. investor summit presentatsioon:
http://www.akamai.com/dl/investors/2010_akamai_ir_summit.pdf
Hariv lugemine! -
Kas sul on endal ka positsioonid antud ettevõttes? Tundub suht mõistlik.
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Krt, mis seeni te sööte?
See üllitis on pea aasta vana. Keegi kurat ei usu viie aasta pärast juhtuda võivat, neid võetakse ehk teadmiseks, parimal juhul. Iseasi mille pealt neid panna, klaaskuul on nii vägev vä?
AKAM on muidugi sealtmaalt juba kolm kvartalit prognoosidega pangetanud... Miks see klaaskuul seda ette ei näinud? -
Kas ma ütlesin, et ma ostan või tahan osta? Ei öelnud, huvi on. Mul ka huvi naiste vastu, aga lähemalt tutvumisel loobun, sest midagi puudu või ei meeldi. Milles probleem?
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Mis seal mõistlikku on? Parim näide ebamõistlikkusest.
Oleks läinud riki-tikisse selle tüki peale siis, aastal 2010, oleks praegu piisad püksis.
Viite aastat ei saa tõsiselt võtta, see on prognoosimatu, eriti sellises sektoris nagu AKAM.
