The post-close plunge in Neustar's shares is the result of a bidding process gone awry.
The battle over Neustar NSR just took a new, juicy twist.
Sometimes the best clues to what is really going on in a company can be found in local news media in a company's hometown. Or in towns they operate in.
Here are some tidbits CEO Alan McKim offered on the conference call.
The company reported terrible quarterly results and lowered its 2014 guidance.
An analyst lowered his estimates on the company's first and second quarters today.
This update to our Reality Check of two weeks ago on RealPage: Not only did the apartment-management software company miss fourth-quarter revenue and earnings, but it missed and guided down on perhaps the most important metric of all: Organic growth -- and not in a small way. At RealPage, the target was 20% to 25%. As recently as a quarter ago, the company appeared to be exceedingly confident it would easily hit it. Consider this exchange between analyst Jobin Mathew of Deutsche Bank and CFO Tim Barker - Mathew: "In the past, you've always talked about kind of your target growth model of operating between the 20% to 25% range. So looking out into 2014, without actually providing a guidance number, do you think you could step up closer to the high end of your target range?" Barker: "Yes, we like to provide consistent guidance one year out...
The apartment-management software company missed fourth-quarter revenue and earnings, and guided down on organic growth.
Here's a reality check: I've been on the wrong side on raising red flags over Netflix's metrics, which have been trumped by a stock that prices the company as a monopoly with pricing power. Last quarter's strong subscriber growth helped fuel investor confidence. Now comes the company's deal to pay Comcast for better service. It's good news for customers because faster service means less annoying buffering. But as for investors -- one small detail is missing: What are the costs? I get it: Strategically Netflix may not want to disclose prices until it has negotiated similar deals with all other cable companies and Internet service providers. Still, analyst after analyst is saying that deals like this will ultimately lower Netflix's costs. Maybe they will but... until the costs are disclosed, the ultimate impact is anybody's guess....
A just-published academic paper on multi-level marketers supports the notion that the multi-level marketing industry has a serious unresolved issue or two.Before you go dismissing this as just another academic paper, consider the authors: FTC senior economist and pyramid scheme expert, Peter van der Nat and Bill Keep, dean of the business school at The College of New Jersey. In 2002 they co-authored a highly regarded paper explaining what differentiates a legitimate multi-level marketer from a pyramid scheme.In this piece, which doesn't pick on any company in particular, Van der Nat and Keep give an exceptionally well-spelled-out history of multi-level marketers, but then dive into the deep-in-the-weeds legal decisions and "continuing concerns."Perhaps nothing in the paper is more compelling to multi-level marketing aficionados as their discussion of internal consumption. This is when distributors get compensated for sales to themselves and other distributors. A key issue in the debates on Herbalife, Nu Skin and others is how much compensation comes from internal consumption vs. genuine external sales.