Analyst Conference Summary


conference date: February 10, 2015 @ 1:30 PM Pacific Time
for quarter ending: December 30, 2014 (Q4, fourth quarter)

I am dropping Akamai coverage, not because it is not a good company that is likely to do well for its investors, but because I am increasingly focusing on biotechnology companies.

I am including some basic data from the press release below.

Forward-looking statements

Overview: continued rapid growth

Basic data (GAAP) :

Revenue was $536.3 million, up % sequentially from $498.0 million and % from $436.0 million in the year-earlier quarter.

Net income was $97.1 million, % sequentially from $91.2 million, and up % from $80.3 million in the year-earlier quarter.

EPS (diluted earnings per share) were $0.54, % sequentially from $0.50, but % from $0.44 in the year-earlier quarter.

Quarter Highlights:

Non-GAAP numbers: net income was $127 million, up 14% sequentially from $111 million, and up 27% y/y from $100 million. EPS was $0.70, up 13% sequentially from $0.62 and 27% from $0.55 year-earlier. Adjusted EBITDA was $232 million, up sequentially from $213 million.

Cash and securities balance ended at $1.6 billion. Cash from operations was $196 million. $42 million was spent on share repurchases.


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Copyright 2015 William P. Meyers