$ACXM (Acxiom Corporation)

$ACXM {{ '2016-09-01T13:10:45+0000' | timeago}} • Announcement

Data analytics company $ACXM said it completed the sale of its Impact email business (Acxiom Impact) to Zeta Interactive. $ACXM will use proceeds from the sale to help fund its share repurchase program. The share repurchase authorization was increased by $100MM to $400MM and the duration was extended through June 30, 2018.

$ACXM {{ '2017-05-16T21:47:55+0000' | timeago}} • Webcast

For 1Q18, $ACXM expects EPS to be approx. 16% of the full year guidance. In Connectivity segment, revenue growth is expected to accelerate organically & inorganically. In Audience Solutions, revenue is expected to be up mid single digits, driven by growth in digital data & global data initiatives. Marketing Services revenue is expected to be flat.

$ACXM {{ '2017-05-16T21:44:01+0000' | timeago}} • Webcast

$ACXM's operating cash flow was $31MM in 4Q17 compared to $43MM a year ago. The decrease was mainly driven by lower cash earnings and unfavourable changes in working capital.

$ACXM {{ '2017-05-16T21:37:11+0000' | timeago}} • Webcast

In $ACXM's Marketing Services segment, 4Q17 reported revenue was down 17%, while revenue adjusted for impact was down 5% due to declines in strategy and analytics. GM declined 230 BP, driven mainly by revenue decline, while segment margin improved over 300 BP to 21%.

$ACXM {{ '2017-05-16T20:19:44+0000' | timeago}} • Announcement

$ACXM expects FY18 revenue of about $945MM, an increase of 7% year-over-year. This represents an increase of 10% year-over-year after adjusting for the Acxiom impact divestiture. $ACXM sees loss per share of about $0.09 and non-GAAP EPS of about $0.80, an increase of 13% year-over-year.

$ACXM {{ '2017-05-16T20:19:12+0000' | timeago}} • Announcement

$ACXM reported a wider loss in 4Q17 due to lower income tax benefit and higher operating expenses. Net loss widened to $8.08MM or $0.10 per share from $1.57MM or $0.02 per share last year. Revenue rose to $224.87MM from $224.66MM. Non-GAAP EPS declined to $0.15 from $0.18.

$ACXM {{ '2017-01-31T17:24:00+0000' | timeago}} • Announcement

$ACXM expanded its partnership with DataXu to allow DataXu to license its third-party data for advanced TV and analytics solutions. The first-of-its-kind partnership will allow advertisers and agencies to engage their own first-party audiences across all addressable channels and drive more effective data-driven marketing.

$ACXM {{ '2017-01-17T13:09:39+0000' | timeago}} • Announcement

$ACXM entered into a strategic partnership with Verve. This unites the two companies in mobile advertising and offline data accuracy allowing marketers to reach their consumers with greater precision. Verve will be added to $ACXM's publisher partner ecosystem.

$ACXM {{ '2017-01-09T14:03:52+0000' | timeago}} • Announcement

$ACXM appointed Marc Fanelli as group VP of Audience Solutions. The company also appointed Chandos Quill and Karen Caulfield as VPs of global data. Led by Fanelli, the Global Data team will drive the expansion of $ACXM's data capabilities globally.

$ACXM {{ '2016-12-08T12:07:48+0000' | timeago}} • Announcement

$ACXM completed purchase of Arbor and Circulate, two companies at the forefront of helping publishers connect people-based data to the marketing ecosystem. In connection with acquisitions, $ACXM has issued a total of 768,710 inducement restricted stock unit awards to about 40 newly hired, non-executive employees.

$ACXM {{ '2016-11-18T12:25:09+0000' | timeago}} • Webcast

$ACXM agreed to acquire Arbor and Circulate, two companies which help publishers connect people-based data to the marketing ecosystem, for total cash consideration of approximately $140MM. In addition, the company will issue $50MM of $ACXM stock awards replacing unvested equity.

$ACXM {{ '2016-09-01T13:10:45+0000' | timeago}} • Announcement

Data analytics company $ACXM said it completed the sale of its Impact email business (Acxiom Impact) to Zeta Interactive. $ACXM will use proceeds from the sale to help fund its share repurchase program. The share repurchase authorization was increased by $100MM to $400MM and the duration was extended through June 30, 2018.

$ACXM {{ '2016-05-17T22:07:28+0000' | timeago}} • Webcast

Bill Warmington of Wells Fargo asks about the GMS conversion, how long are the contracts when they are moved to subscription base and if it's seasonal. $ACXM said the company will look at it more as a merging of subscription opportunities into the core underlying growth rate. And it should be to some degree less seasonal.

$ACXM {{ '2016-05-17T22:04:00+0000' | timeago}} • Webcast

Brett Huff of Stephens Inc. asks about the 60% growth in subscription and transaction revenue in Connectivity and how quickly the transition is to happen. $ACXM said it should mostly happen this year. On the $400MM GMS number on a trailing 12 month, about 30% of that is associated with first party GMS.

$ACXM {{ '2016-05-17T22:00:01+0000' | timeago}} • Webcast

Brett Huff of Stephens Inc. probes on the revenue guidance, with some revenue shifting going on in GMS and others, how much is conservatism and marketing services decline. $ACXM said the company has taken into account in its guidance the decline expected from $ACXM impact. The company expects revenue in Marketing Services to be down.

$ACXM {{ '2016-05-17T21:45:15+0000' | timeago}} • Webcast

$ACXM's operating cash flow for 4Q16 rose 47% YoverY to $43MM, driven by earnings & working capital improvements in the current period. CapEx for the quarter was $19MM, flat to the year ago quarter. For FY17, $ACXM expects to see continued growth in its subscription related revenue, up about 60% in Connectivity. CapEx for FY17 is expected at $65MM.

$ACXM {{ '2016-05-17T21:33:37+0000' | timeago}} • Webcast

$ACXM said that in the US, total revenue rose 11%, representing the seventh sequential quarter of positive growth. Excluding items, international revenue rose 5% and during 4Q16, the company repurchased $15MM of stock. Also in the quarter, $ACXM made the decision to focus its efforts in Australia, exclusively on the Connectivity business.

$ACXM {{ '2016-05-17T21:19:42+0000' | timeago}} • Webcast

Marketing technology and services company $ACXM said its top priorities for the coming year is to secure and scale the company's leadership in data connectivity. In the last year, $ACXM said it doubled its partner ecosystem and the company's direct customer count grew to about 285.

$ACXM {{ '2016-05-17T20:33:12+0000' | timeago}} • Announcement

$ACXM said that excluding the impact of non-cash compensation, purchased intangible asset amortization, restructuring charges and separation and transformation costs, the company now expects FY17 revenue to be in the range of $870-890MM and non-GAAP diluted EPS in the range of $0.55 to slightly higher.

$ACXM {{ '2016-05-17T20:31:26+0000' | timeago}} • Announcement

$ACXM said that Marketing Services segment revenue was $113MM for 4Q16, up 3% compared to the year ago quarter. Audience Solutions revenue rose 4% YoverY to $80MM, while Connectivity revenue was up significantly by 62% to $31MM, helped by Connectivity adding more than 15 new customers during the quarter and adding over 40 new partner integrations.

$ACXM {{ '2016-05-17T20:27:36+0000' | timeago}} • Announcement

$ACXM, an enterprise data, analytics and software-as-a-service company, reported narrowed YoverY loss for 4Q16, helped by higher revenue and overall segment growth. $ACXM said it posted a net loss of $1.57MM, or $0.02 per share, and revenue rose 9% to $224.66MM. Excluding items, $ACXM posted an earnings of $0.18 per share.

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