bzw. geht es weiter???
gestern kamen die neuen quartalszahlen. wie ich finde, diesmal nicht so bedeutend. vielmehr würde ich gerne die einschätzung der anderen hier im board wissen, die sich auch schon länger und besser mit cmgi auskennen.
was hat das management von cmgi vor? da heißt es in letzter zeit (nach dem verkauf von altavista, yesmail und tallan), man wolle sich auf die kernbereiche konzentrieren. schön und gut, aber was bleibt denn noch übrig? nun dachte ich ja noch, man will die letzte perle uBid rausputzen und sich darauf konzentrieren, die firma gut zu führen und irgendwann an die börse zu bringen, aber nun sieht es so aus, als wolle man auch uBid in nächster zeit verkaufen.
frage an euch: wo führt das hin??? wer ganz froh, eure meinungen dazu zu hören.
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quartalszahlen von gestern abend:
CMGI Announces Second Quarter Fiscal 2003 Financial Results
ANDOVER, Mass., Mar 12, 2003 (BUSINESS WIRE) -- CMGI, Inc. (Nasdaq: CMGI) today reported financial results for the fiscal quarter ended January 31, 2003.
The Company's results of continuing operations discussed herein exclude the results of operations of the company's subsidiaries AltaVista, Yesmail, Tallan and uBid which were considered "held for sale" as of January 31, 2003 and have been reported as discontinued operations in accordance with generally accepted accounting principles. In February, AltaVista agreed to sell substantially all of its assets and liabilities and the Company sold all of its equity ownership interests in Yesmail. In March, the Company sold all of its equity ownership interests in Tallan. In addition, the Company expects to announce its divestiture of uBid in the near future.
Key Performance Highlights: Q2 2003 Over Q1 2003 -- Total Net Revenue, Up 5.8 percent -- Total Operating Loss, Down 8.4 percent -- Net Loss, Up 99.5 percent -- Pro Forma operating loss(1), Down 67.9 percent
Cash, Cash Equivalents and Marketable Securities Balances as of January 31, 2003
-- Total Cash, Cash Equivalents and Marketable Securities Balance (excluding equity securities), $174.7 million Second Quarter
CMGI reported net revenue of $119.8 million for the second fiscal quarter ended January 31, 2003. This compares to net revenue of $113.2 million for the quarter ended October 31, 2002, an increase of 5.8%. This increase is primarily the result of higher net revenue at the Company's SL Supply Chain Services International Corp. subsidiary.
CMGI reported a total operating loss of $17.5 million for the quarter ended January 31, 2003, compared to a total operating loss of $19.1 million for the quarter ended October 31, 2002, representing an 8.4% decrease in operating loss quarter over quarter. Included in the second quarter operating loss were charges related to amortization of intangible assets and stock-based compensation ("amortization charges") and depreciation totaling $3.3 million, long-lived asset impairment charges of $0.02 million, and net restructuring charges of $9.1 million. Included in the first quarter operating loss were charges related to amortization and depreciation totaling $2.9 million, and net restructuring charges of $0.3 million.
Excluding the effects of charges related to in-process research and development, depreciation, amortization, long-lived asset impairment and restructuring, CMGI reported a pro forma operating loss(1) of $5.1 million for the quarter ended January 31, 2003 versus a pro forma operating loss(1) of $15.9 million in the previous quarter ended October 31, 2002.
CMGI reported a net loss of $186.7 million or ($0.47) loss per share for the second quarter of fiscal 2003, compared to a net loss of $93.6 million or ($0.24) loss per share for the first quarter ended October 31, 2002, representing a 99.5% increase in net loss.
As of January 31, 2003, CMGI had consolidated cash, cash equivalents and marketable securities (excluding equity securities) balance of $174.7 million. Total cash, cash equivalents and marketable securities (excluding equity securities) usage for continuing operations in the second quarter was $7.2 million, which included the benefit of $24 million received during the quarter from the sale of our investments in Vicinity and Signatures, versus $33.2 million of cash usage for the previous quarter.
George McMillan, President and Chief Executive Officer of CMGI, Inc., said:
"CMGI's second quarter performance reflects our continued execution of the financial and operating goals that we set out in June. Considered with the sales and divestitures made during the last two months - and consistent with the principles we outlined in June - we believe that CMGI now is firmly-footed to financially support the company's short-term needs and its long term growth."
Outlook
Consolidated net revenue for the third quarter of fiscal 2003 is expected to be approximately $107 million to $115 million. This revenue represents our supply chain management businesses of SalesLink and SL Supply Chain Services International. The company is close to achieving its goal to reach break even on a consolidated pro forma operating basis(1) in the third quarter of fiscal 2003. We currently expect pro forma operating loss to be in the range of $0 to $4 million loss for the quarter.
CMGI's pro forma operating results(1) guidance estimates depends on the timing of the actual divestiture of the Company's interest in its ProvisionSoft subsidiary.
Consolidated cash, cash equivalents and marketable securities balance (excluding equity securities) exiting the third quarter of fiscal 2003 is expected to be approximately $153 million. The usage of cash, cash equivalents and marketable securities in the third quarter of fiscal year 2003 is expected to be $21.7 million, of which it is estimated that approximately $9 million would relate to termination payments for leased equipment. The third quarter cash, cash equivalents and marketable securities guidance does not include any proceeds to AltaVista for the sale of its assets.
gestern kamen die neuen quartalszahlen. wie ich finde, diesmal nicht so bedeutend. vielmehr würde ich gerne die einschätzung der anderen hier im board wissen, die sich auch schon länger und besser mit cmgi auskennen.
was hat das management von cmgi vor? da heißt es in letzter zeit (nach dem verkauf von altavista, yesmail und tallan), man wolle sich auf die kernbereiche konzentrieren. schön und gut, aber was bleibt denn noch übrig? nun dachte ich ja noch, man will die letzte perle uBid rausputzen und sich darauf konzentrieren, die firma gut zu führen und irgendwann an die börse zu bringen, aber nun sieht es so aus, als wolle man auch uBid in nächster zeit verkaufen.
frage an euch: wo führt das hin??? wer ganz froh, eure meinungen dazu zu hören.
-------
quartalszahlen von gestern abend:
CMGI Announces Second Quarter Fiscal 2003 Financial Results
ANDOVER, Mass., Mar 12, 2003 (BUSINESS WIRE) -- CMGI, Inc. (Nasdaq: CMGI) today reported financial results for the fiscal quarter ended January 31, 2003.
The Company's results of continuing operations discussed herein exclude the results of operations of the company's subsidiaries AltaVista, Yesmail, Tallan and uBid which were considered "held for sale" as of January 31, 2003 and have been reported as discontinued operations in accordance with generally accepted accounting principles. In February, AltaVista agreed to sell substantially all of its assets and liabilities and the Company sold all of its equity ownership interests in Yesmail. In March, the Company sold all of its equity ownership interests in Tallan. In addition, the Company expects to announce its divestiture of uBid in the near future.
Key Performance Highlights: Q2 2003 Over Q1 2003 -- Total Net Revenue, Up 5.8 percent -- Total Operating Loss, Down 8.4 percent -- Net Loss, Up 99.5 percent -- Pro Forma operating loss(1), Down 67.9 percent
Cash, Cash Equivalents and Marketable Securities Balances as of January 31, 2003
-- Total Cash, Cash Equivalents and Marketable Securities Balance (excluding equity securities), $174.7 million Second Quarter
CMGI reported net revenue of $119.8 million for the second fiscal quarter ended January 31, 2003. This compares to net revenue of $113.2 million for the quarter ended October 31, 2002, an increase of 5.8%. This increase is primarily the result of higher net revenue at the Company's SL Supply Chain Services International Corp. subsidiary.
CMGI reported a total operating loss of $17.5 million for the quarter ended January 31, 2003, compared to a total operating loss of $19.1 million for the quarter ended October 31, 2002, representing an 8.4% decrease in operating loss quarter over quarter. Included in the second quarter operating loss were charges related to amortization of intangible assets and stock-based compensation ("amortization charges") and depreciation totaling $3.3 million, long-lived asset impairment charges of $0.02 million, and net restructuring charges of $9.1 million. Included in the first quarter operating loss were charges related to amortization and depreciation totaling $2.9 million, and net restructuring charges of $0.3 million.
Excluding the effects of charges related to in-process research and development, depreciation, amortization, long-lived asset impairment and restructuring, CMGI reported a pro forma operating loss(1) of $5.1 million for the quarter ended January 31, 2003 versus a pro forma operating loss(1) of $15.9 million in the previous quarter ended October 31, 2002.
CMGI reported a net loss of $186.7 million or ($0.47) loss per share for the second quarter of fiscal 2003, compared to a net loss of $93.6 million or ($0.24) loss per share for the first quarter ended October 31, 2002, representing a 99.5% increase in net loss.
As of January 31, 2003, CMGI had consolidated cash, cash equivalents and marketable securities (excluding equity securities) balance of $174.7 million. Total cash, cash equivalents and marketable securities (excluding equity securities) usage for continuing operations in the second quarter was $7.2 million, which included the benefit of $24 million received during the quarter from the sale of our investments in Vicinity and Signatures, versus $33.2 million of cash usage for the previous quarter.
George McMillan, President and Chief Executive Officer of CMGI, Inc., said:
"CMGI's second quarter performance reflects our continued execution of the financial and operating goals that we set out in June. Considered with the sales and divestitures made during the last two months - and consistent with the principles we outlined in June - we believe that CMGI now is firmly-footed to financially support the company's short-term needs and its long term growth."
Outlook
Consolidated net revenue for the third quarter of fiscal 2003 is expected to be approximately $107 million to $115 million. This revenue represents our supply chain management businesses of SalesLink and SL Supply Chain Services International. The company is close to achieving its goal to reach break even on a consolidated pro forma operating basis(1) in the third quarter of fiscal 2003. We currently expect pro forma operating loss to be in the range of $0 to $4 million loss for the quarter.
CMGI's pro forma operating results(1) guidance estimates depends on the timing of the actual divestiture of the Company's interest in its ProvisionSoft subsidiary.
Consolidated cash, cash equivalents and marketable securities balance (excluding equity securities) exiting the third quarter of fiscal 2003 is expected to be approximately $153 million. The usage of cash, cash equivalents and marketable securities in the third quarter of fiscal year 2003 is expected to be $21.7 million, of which it is estimated that approximately $9 million would relate to termination payments for leased equipment. The third quarter cash, cash equivalents and marketable securities guidance does not include any proceeds to AltaVista for the sale of its assets.
