NeuStar, Inc. (NYSE:NSR) Q4 2015 Earnings Conference Call - Final Transcript

Feb 04, 2016 • 04:30 pm ET


NeuStar, Inc. (NYSE:NSR) Q4 2015 Earnings Conference Call - Final Transcript


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Good afternoon, everyone. Thank you for standing by. Welcome to Neustar's Investor Conference Call. At this time, all participants are in a listen-only mode. After the prepared remarks, we will conduct a question-and-answer session. As a reminder, today's call is being recorded.

And now for opening remarks, I would like to turn things over to Mr. Dave Angelicchio, Head of Investor Relations. Please go ahead, sir.

David Angelicchio

Thank you and good afternoon, everyone. Welcome to today's conference call. Joining us today from Neustar are Lisa Hook, President and Chief Executive Officer; and Paul Lalljie, our Chief Financial Officer. Our call today will begin with comments from Lisa Hook and Paul Lalljie, followed by Q&A.

Before we begin, I'd like to remind everyone that today's discussion contains forward-looking statements based on information as of today, February 4, 2016, and as such is subject to many risks and uncertainties that may cause actual results to differ materially from those anticipated. Additional information concerning these risks and uncertainties can be found in our earnings release and our filings with the U.S. Securities and Exchange Commission, including our last annual report on Form 10-K and subsequent periodic and current reports. We assume no obligation to update any forward-looking statements.

As you listen to today's call, we will discuss certain non-GAAP financial measures and supplemental key performance metrics. These supplemental materials and non-GAAP reconciliations can be found under our Investor Relations tab on our website,

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

Lisa A. Hook

Thanks, Dave, and thank you all for joining us this afternoon as we report results for the fourth quarter and for the full year 2015. I'll begin with highlights from 2015, then comment on our successful transformation over the last five years, and conclude with our 2016 priority. As usual, Paul will follow with more details.

We delivered strong results in 2015, both operationally and financially. We exceeded our financial targets, invested in our product portfolio, and advanced our Information Services strategy. Full year revenue increased 9% to $1.05 billion and Information Services revenue rose 11% to $542.8 million. Once again, Marketing and Security Services revenue grew by double digits organically.

Full year adjusted net income per share increased 10% to $4.75. In addition, we invested in the future by spending over $700 million on strategic acquisitions as well as returning more than $100 million to shareholders through buybacks.

The acquisitions we made in 2015 substantially expanded and enhanced our Information Services offerings. We can now provide chief marketing officers a comprehensive suite of services to plan their media spend, to identify and locate desired customers, to invest in the right marketing campaigns, to deliver relevant offers, and to measure the performance of these activities.

Using our solutions, clients consistently see a lift in sales numbers in excess of 10%. We also made enhancements to our Marketing Services solutions by adding capabilities such as mobile ad ID, age and gender, political affiliation and TV viewing data.