This Day On The Street
Continue to site right-arrow
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
Cramer's Action Alerts PLUS - See his portfolio and get alerts BEFORE every trade. Learn more NOW!

NeuStar's CEO Discusses Q4 2011 Results - Earnings Call Transcript

As you listen to today’s call, we will discuss certain non-GAAP financial measures and supplemental key performance metrics by revenue categories, headcount at additional expense detail. This information including reconciliations to the most comparable GAAP measures can be found in today’s earnings release and under our Investor Relations tab on our website,

With that, I’m pleased to introduce today’s President and Chief Executive Officer, Lisa Hook. Lisa?

Lisa A. Hook

Thanks very much Dave, and thank you all for joining us this afternoon as we report our results for the fourth quarter and for the full year. I will provide some perspective on 2011, and then, Paul Lalljie, our Chief Financial Officer will walk you through our results in detail.

2011 was the year of tremendous change for NeuStar, obviously starting with the new CEO. It was a year in which every process and every person in the company was affected by our transformation. It was also a year in which we told our shareholders exactly how we intended to drive shareholder value, and then we did it. And amidst a significant amount of change, the one reliable constant was NeuStar’s strong performance.

In the fourth quarter, we once again delivered strong growth in revenue, earnings and cash flow. We did so even as we completed three major transactions, which included a share buyback on an accelerated basis, our first term loan and the acquisition of TARGUSinfo. Our performance in the fourth quarter was a reflection of how pivotal a year 2011 turned out to be, and how when it comes to NeuStar’s results, the more things changed, the more they stayed the same.

Revenue was up 27% compared to the fourth quarter of 2010. NPAC service revenue increased 11%, and is expected to be under 15% of total revenue in 2012. The business segment, we now call information services, which is how we identify our successfully integrated TARGUSinfo unit contributed 15 percentage points of the revenue increase we saw during the quarter.

2 of 3

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Try it NOW
Only $9.95
Try it NOW
14-Days Free
Try it NOW

Check Out Our Best Services for Investors

Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Options Profits

Our options trading pros provide over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • Actionable options commentary and news
  • Real-time trading community
Try it NOW
Try it NOW
Try it NOW
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!


DOW 18,255.87 +123.17 0.68%
S&P 500 2,112.73 +8.23 0.39%
NASDAQ 4,990.9230 +27.3960 0.55%

Partners Compare Online Brokers

Free Reports

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs