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Author Topic: SS earnings call 2/21 5PM East Coast Time - you can listen in.  (Read 8060 times)

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« on: February 20, 2013, 17:45 »
+4
The conference call can be accessed at (888) 396-2298 or (617) 847-8708 (International), conference ID# 22016130.

Calls like this often have a nugget or two of useful information.

http://finance.yahoo.com/news/shutterstock-announce-fourth-quarter-fiscal-170000589.html


« Reply #1 on: February 21, 2013, 17:02 »
0

« Reply #2 on: February 21, 2013, 17:05 »
+2
.
« Last Edit: May 12, 2014, 15:30 by Audi 5000 »

« Reply #3 on: February 21, 2013, 17:15 »
0
looks like they did pretty well. 
http://finance.yahoo.com/news/shutterstock-reports-fourth-quarter-full-210500878.html

A 42% increase in revenue from the last quarter of last year, how many of you are seeing those kinds of results?


Not me. I was up 27.3% but I only increased the size of my portfolio by 10% whilst the SS library grew by about 25%.

« Reply #4 on: February 21, 2013, 17:35 »
+2
They have been increasing both number of total downloads (by more than 25%) and revenue per download (by about 8%) compared to 2011.
Impressive numbers.

Comparing to my own numbers:
Revenue per download: +2% ($0,62 to $0,635)
That effectively means a pay cut (in royalty percentage) for me.

It's time for a raise...

« Reply #5 on: February 21, 2013, 17:41 »
-1
looks like they did pretty well. 
http://finance.yahoo.com/news/shutterstock-reports-fourth-quarter-full-210500878.html

A 42% increase in revenue from the last quarter of last year, how many of you are seeing those kinds of results?


-------------------
Shuttestock Stock (SSTK) closed today at $28.05.  If you purchased SSTK at $21.66, the closing price on the first day it was publically traded, you would only need to get to $30.76 to have secured a 42% return.   ;D

The stock maybe a beter investment then uploading.



« Reply #6 on: February 21, 2013, 17:44 »
0
we take pictures (that is our work) BUT those one have money buy stock shares at SS (there isn't other ;D), don't invest in other business


« Reply #8 on: February 22, 2013, 03:26 »
+2
Must be easy for SS while istock is in free-fall but what happens when the new buyers they're getting from istock dry up?

« Reply #9 on: February 22, 2013, 05:49 »
0
Must be easy for SS while istock is in free-fall but what happens when the new buyers they're getting from istock dry up?

That's why they're spending $30M+ on marketing per year. I'm not so sure that all their new buyers are coming from IS either. Seems to me that FT is suffering badly and DT not much better.

« Reply #10 on: February 22, 2013, 09:13 »
+1
Must be easy for SS while istock is in free-fall but what happens when the new buyers they're getting from istock dry up?

That's why they're spending $30M+ on marketing per year. I'm not so sure that all their new buyers are coming from IS either. Seems to me that FT is suffering badly and DT not much better.

exactly, what I have been thinking is why investing 30 M every year (year after year), buyers go away if they don't? shouldn't they be able to keep lets say 75% of them? sure it is a lot more complex that I pictured but still makes me think if that 30 M are real

« Reply #11 on: February 22, 2013, 10:29 »
0
exactly, what I have been thinking is why investing 30 M every year (year after year), buyers go away if they don't? shouldn't they be able to keep lets say 75% of them? sure it is a lot more complex that I pictured but still makes me think if that 30 M are real


Here's a bit more detail on that from Thilo Semmelbauer, COO, from yesterday's conference call;

"We were pleased with the results of our marketing activities in Q4 as we continued to improve efficiency as well as expand in new channels. The bulk of our spend continues to be online marketing. Overall across marketing and sales, and excluding stock-based comp, we spent $11.2 million in Q4, up 17% versus Q4 2011.

These activities drove a 42% increase in revenue from Q4 2011 while our cost of acquiring new customers remained stable as we increased spend and improved efficiency through more testing and optimization, better localization of our campaigns across geographies and the addition of a new marketing channel. We have high confidence that we took a step forward in gaining market share in 2012.

From a branding perspective, our goal is to be top-of-mind for any business that needs licensed imagery. Based on new research we conducted in Q4 with the help of a leading brand research firm in five [marked] top countries, we see significant opportunities to increase users awareness of our brand. This research gave us added confidence to continue investing aggressively in marketing and reinforced how much untapped opportunity there is for us in the multi-billion dollar market for commercial imagery.

We continued to manage our marketing spend by balancing, testing, and optimization. Some quarters we increased spend to test out new approaches; in other quarters we optimized faster and then were able to invest in new testing. So we will continue to see quarter-to-quarter fluctuations."


Via SeekingAlpha;

http://seekingalpha.com/article/1214061-shutterstock-s-ceo-discusses-q4-2012-results-earnings-call-transcript?part=single

« Reply #12 on: February 22, 2013, 10:35 »
0
Must be easy for SS while istock is in free-fall but what happens when the new buyers they're getting from istock dry up?

Would not be surprised to find stake holder`s cahing out after they wring our necks at this point.

« Reply #13 on: February 22, 2013, 10:35 »
0
SSTK is up more than 15% at the moment at $32.33

http://finance.yahoo.com/q?s=SSTK

« Reply #14 on: February 22, 2013, 10:42 »
0
SSTK is up more than 15% at the moment at $32.33

http://finance.yahoo.com/q?s=SSTK


a guy just got 1k shares, page keep updating, cool stuff

more 6k wow, just for stats (Volume: 88,763)
« Last Edit: February 22, 2013, 10:45 by luissantos84 »

« Reply #15 on: February 22, 2013, 11:06 »
0
SSTK is up more than 15% at the moment at $32.33

http://finance.yahoo.com/q?s=SSTK


a guy just got 1k shares, page keep updating, cool stuff

more 6k wow, just for stats (Volume: 88,763)


I used to work in investor relations for a PTRADED Co.  My job was to answer call from investors and analyst. From there I worked for the CFO.

I sat next to the Blumberg machine and watch our stock price fluctuate by the moment.  Trust me stock can fall quicky when they see any potential downside looming.

aspp

« Reply #16 on: February 22, 2013, 12:53 »
0
The shareholders are going to want to see growth every quarter and the promise of continual growth off into the distance. Keep in mind that the main driver here is the market itself which is edging towards 14,000.


« Reply #17 on: March 15, 2013, 16:53 »
+3
Shutterstock closed today at $39.99 up 135% from the $17 IPO price and up 90% from $21, the lowest price the general public could have purchased it at.

The stock is up $4 in the last two days following the publication of a Thomson Reuters Stock Report which costs $25 but apparently says really nice things about Shutterstock.
http://reports.finance.yahoo.com/w0?r=61905286:1

Oringer is now worth something like $750 million.

ShadySue

  • There is a crack in everything
« Reply #18 on: March 15, 2013, 17:09 »
+3
You guys surely deserve a raise.

« Reply #19 on: March 15, 2013, 17:26 »
+1
This looks pretty impressive to me and Istock/Getty  are clearly in their sights. I see no reason for them to hack off contributors as their strategy is growth rather than squeezing revenue from a stagnant market which appears to be Istocks thinking.

ShadySue

  • There is a crack in everything
« Reply #20 on: March 15, 2013, 17:28 »
-1
I see no reason for them to hack off contributors
JO is worth $750million and he pays his contributors an average of <30%.
Hmmmm.
(I realise that iStock pays an even lower average, but so many people seem to think the sun rises and sets on SS.)
« Last Edit: March 15, 2013, 17:56 by ShadySue »

« Reply #21 on: March 15, 2013, 18:49 »
+2
I see no reason for them to hack off contributors...

... like they just did with BigStock...

w7lwi

  • Those that don't stand up to evil enable evil.
« Reply #22 on: March 15, 2013, 18:53 »
0
I bought my shares at $22 per.  Increase in value now in five figures.  Dilemma ... sell and take my profits or hold out for higher stock valuation.  Oh the woes of an SS shareholder.   ::)

BTW, that's a greater earning than my SS sales over the same period by several orders of magnitude.   ;D

« Reply #23 on: April 03, 2013, 14:31 »
0
SSTK taking a bath.  Down $7 in the last two days.  I don't see any news to indicate why, so maybe just a reaction to such a rapid rise? 

« Reply #24 on: April 03, 2013, 15:29 »
0
SSTK taking a bath.  Down $7 in the last two days.  I don't see any news to indicate why, so maybe just a reaction to such a rapid rise?

My guess is that it might be profit-taking by one of the institutions that got in on the original IPO (not a bad profit for 6 months if they bought at $17). The timing suggests to me that they wanted the sale finalised to bank profits within a particular accounting quarter.

Of course it could just be Jon selling a few to splash out on a big yacht!

« Reply #25 on: April 03, 2013, 16:15 »
0
I bought my shares at $22 per.  Increase in value now in five figures.  Dilemma ... sell and take my profits or hold out for higher stock valuation.  Oh the woes of an SS shareholder.   ::)

BTW, that's a greater earning than my SS sales over the same period by several orders of magnitude.   ;D

Is it still possible to buy shares, where and is it complicated ? I have absolutely no idea how it works so if someone throws any reading gets a big hearth ;)


Thanks




« Reply #26 on: April 03, 2013, 20:46 »
0
Shares are bought and sold all day every day.  If you are in the US it is easy, just open a brokerage account - there are lots of companies like Schwab, Etrade, and Fidelity that have would be happy to set you up.  Then you just buy the stock SSTK is the symbol.  If you've never done this before, I suggest you read up first on the process.

I have no idea what it is like to do this from outside the U.S.


« Reply #27 on: April 03, 2013, 20:49 »
0
Shares are bought and sold all day every day.  If you are in the US it is easy, just open a brokerage account - there are lots of companies like Schwab, Etrade, and Fidelity that have would be happy to set you up.  Then you just buy the stock SSTK is the symbol.  If you've never done this before, I suggest you read up first on the process.

I have no idea what it is like to do this from outside the U.S.

Unfortunately Im outside so Im not even now if its possible, so if anyone can anything its more than welcomed ... ;D

I just have a feeling I should throw few bucks in those.

Thanks
« Last Edit: April 03, 2013, 20:53 by Lizard »

w7lwi

  • Those that don't stand up to evil enable evil.
« Reply #28 on: April 03, 2013, 21:05 »
0
SSTK taking a bath.  Down $7 in the last two days.  I don't see any news to indicate why, so maybe just a reaction to such a rapid rise?

My guess is that it might be profit-taking by one of the institutions that got in on the original IPO (not a bad profit for 6 months if they bought at $17). The timing suggests to me that they wanted the sale finalised to bank profits within a particular accounting quarter.

Of course it could just be Jon selling a few to splash out on a big yacht!

The P/E ratio was getting a tad too high for my comfort so I sold at $43.  Made more on that one stock sale than I did from all images sales combined last year.  If the price drops to a sufficiently low level, I'll probably buy more again (market fundamentals permitting).

w7lwi

  • Those that don't stand up to evil enable evil.
« Reply #29 on: April 03, 2013, 21:08 »
+1
I bought my shares at $22 per.  Increase in value now in five figures.  Dilemma ... sell and take my profits or hold out for higher stock valuation.  Oh the woes of an SS shareholder.   ::)

BTW, that's a greater earning than my SS sales over the same period by several orders of magnitude.   ;D

Is it still possible to buy shares, where and is it complicated ? I have absolutely no idea how it works so if someone throws any reading gets a big hearth ;)


Thanks

I don't know what country you're in but you need to find a local stock broker.  They can advise you on what's needed to purchase U.S. stocks.  That's usually not an issue as shares listed on the NYSE are typically traded internationally.

« Reply #30 on: April 04, 2013, 00:09 »
0
I bought my shares at $22 per.  Increase in value now in five figures.  Dilemma ... sell and take my profits or hold out for higher stock valuation.  Oh the woes of an SS shareholder.   ::)

BTW, that's a greater earning than my SS sales over the same period by several orders of magnitude.   ;D

Is it still possible to buy shares, where and is it complicated ? I have absolutely no idea how it works so if someone throws any reading gets a big hearth ;)


Thanks

I don't know what country you're in but you need to find a local stock broker.  They can advise you on what's needed to purchase U.S. stocks.  That's usually not an issue as shares listed on the NYSE are typically traded internationally.

U get hearth

« Reply #31 on: April 04, 2013, 01:33 »
0
Must be easy for SS while istock is in free-fall but what happens when the new buyers they're getting from istock dry up?

BIG +1.

very good question.....

i believe after that they will apply the Bigstock commission structure but with a much higher target.... :(
« Last Edit: April 04, 2013, 01:39 by nicku »


 

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