This Day On The Street
Continue to site
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

Nielsen Holdings NV's CEO Discusses Q1 2012 Results - Earnings Call Transcript

If you break down growth, you’ll see our developing markets grew roughly a 11%, that’s versus a 19% comp a year ago. It was interesting. If there is any phenomena going on there that might take that number down a bit relative to the past and it’s hard to actually put your finger on it, it would be the global multinationals are just a little more selective than they have been about country and category combinations as they continue their global development. But I don’t see them lightening up at all, it’s just being selective.

With respect to investing for growth, we remain very much on track. Walmart continues to go well. Most of the operational risks related to the data in incorporation into our metric, all those things that we’re doing with and for Walmart for their insight and benefit are going very well. We continue to be on plan. And I’d say most of those risks are behind us. Global reach and read we continued with vesting very strongly. This again hits whole China, whole India and broadly in Africa and momentum in those markets continues to support those investments.

We continue to invest in online campaign ratings. It’s going very well. I’ll talk about that a little later and in market effectiveness, which is really feeds our insight practices and combines the watch and buy data that we have across our enterprise.

All in all, I feel very good about, again, the revenue performance, where we are situated with clients and the prospects on the year ahead. We will reaffirm both our revenue and adjusted EBITDA for the year and raise our earnings per share $0.06.

With respect to key initiatives, I mentioned the U. S. retail expansion, which is Walmart, which is the single biggest coverage expansion we’ve had in certainly my history, but I think over a couple of decades. It is still on track for late second quarter delivery. With respect to manufacturing negotiations and customer negotiations, we are complete and that’s reflected in our 2012 guidance. And importantly, as I mentioned on the last call, we are beginning to see the re-emergence of insight opportunities related to the incorporation of that data.

Read the rest of this transcript for free on

3 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
Only $9.95
14-Days Free
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
Real Money

More than 30 investing pros with skin in the game give you actionable insight and investment ideas.

Product Features:
  • Access to Jim Cramer's daily blog
  • Intraday commentary and news
  • Real-time trading forums
Only $49.95
14-Days Free
14-Days Free
AAPL $95.01 1.05%
FB $99.75 -4.15%
GOOG $682.74 -0.12%
TSLA $147.99 -8.99%
YHOO $27.05 -3.29%


Chart of I:DJI
DOW 16,027.05 -177.92 -1.10%
S&P 500 1,853.44 -26.61 -1.42%
NASDAQ 4,283.7530 -79.3910 -1.82%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs