Linktone Ltd. (LTON) ( Seite 32)

Wie ich es mir gedacht habe



1 Reaktion

Russland sagt den geplanten Besuch in Polen ab


2



Donnerstag, 14. August 2008, 21:34 Uhr
Russen-Panzer rücken in Georgien vor


Trotz des vereinbarten Rückzugs sind nach georgischen Angaben russische Panzerfahrzeuge weiter ins Landesinnere von Georgien vorgerückt. Rund 130 gepanzerte Fahrzeuge der russischen Armee seien aus der westgeorgischen Stadt Sugdidi in Richtung der zentralgeorgischen Stadt Kutaisi gefahren, sagte ein Sprecher des Innenministeriums in Tiflis. Derzeit befinde sich die Kolonne in Chobi, rund 20 Kilometer südlich von Sugdidi





Investieren in China, leben auf den Kanaren, ich sage es ja

Also mir haben die Zahlen sehr gefallen.
Der Ausblick hat mich leicht enttäuscht.
Ich hatte bei kong.net mit einem massiven Schub im Olympia-Quartal gerechnet.
Das bleibt offensichtlich aus.
Da ist auch etwas im Busch, denn Kong und Fokus ( Werbevermarkter) beenden ihre diesbezügliche Zusammenarbeit.
Kong hat m.E. keinen Grund dafür genannt.









KongZhong Corporation Reports Unaudited Second Quarter 2008 Financial Results
Thursday August 14, 6:00 pm ET


BEIJING, Aug. 14 /Xinhua-PRNewswire/ -- KongZhong Corporation (Nasdaq: KONG - News), a leading wireless value-added services (WVAS) and wireless media company in China, today announced its unaudited second quarter 2008 financial results.

Second Quarter 2008 Financial Highlights:
-- Total revenues increased 10% sequentially to $23.52 million, exceeding
the Company's second-quarter revenue guidance of $22 million to $23
million.
-- Total mobile advertising revenues increased 68% sequentially to
$357,000.
-- US GAAP net income was $0.30 million. Basic earnings per ADS were
$0.01. Diluted earnings per ADS were $0.01.
-- Non-GAAP net income was $1.06 million. Non-GAAP diluted earnings per
ADS were $0.03. Non-GAAP Financial Measures are described and
reconciled to the corresponding GAAP measures in the section titled
''Non-GAAP Financial Measures".

Commenting on the results, KongZhong's Chairman and Chief Executive Officer, Yunfan Zhou, said, ''We are glad that both our WVAS revenues and mobile advertising revenues increased in Q2. In 2008, we will continue pursuing our wireless Internet strategic initiative, as we have observed that the wireless Internet is becoming a more important source of information and entertainment for mobile phone users in China.''


Business Highlights:
-- On July 3, 2008, the Company was awarded the ''Best Wireless Media''
award at the 2008 iResearch New Marketing Conference.
-- In August 2008, the Company and Focus Wireless Media Technology Co.,
Ltd. (''Focus Wireless'') entered into a revised agreement to
discontinue their strategic cooperation after the end of 2008. The
Company previously announced in March 2008 that the Company and Focus
Wireless planned a two-year cooperation until May 2010.
-- In July 2008, the Company signed an agreement with Xin Chuang Hang Yuan
Technology Co. Ltd. (''XCHY''), a company providing discount e-coupons
on mobile phones and Internet in China, to purchase 19.9% of the total
equity interest in XCHY for about $1.46 million. The investment was
completed in August 2008. Through its investment in XCHY, the Company
expects to provide discount e-coupon services to Kong.net users.


Financial Results:
(Note: Unless otherwise indicated, all financial statement amounts used in
this press release are based on US GAAP and denominated in US dollars.)
WVAS segment


For the Three For the Three For the Three
Months Ended Months Ended Months Ended
June 30, 2007 March 31, 2008 June 30, 2008
(US$ thousands) (US$ thousands) (US$ thousands)
WVAS revenues
2.5G:
WAP $2,062 $3,060 $2,968
MMS 3,582 2,868 4,429
JAVA(TM) 631 781 327
6,275 6,709 7,724
2G:
SMS 7,216 9,592 10,303
IVR 2,158 2,873 3,151
CRBT 1,074 1,971 1,950
10,448 14,436 15,404
Total WVAS revenues 16,723 21,145 23,128
WVAS cost of revenues 8,552 11,587 12,534
WVAS gross profit 8,171 9,558 10,594
WVAS operating expenses
Product development 2,221 2,189 1,933
Sales & marketing 2,324 3,579 3,740
General & administrative 1,956 1,648 2,824
Subtotal 6,501 7,416 8,497
WVAS operating income $1,670 $2,142 $2,097

WVAS gross margin 49% 45% 46%
WVAS operating margin 10% 10% 9%



Total WVAS revenues for the second quarter increased 9% sequentially to $23.13 million. Revenues from 2.5G services accounted for approximately 33% of total WVAS revenues and revenues from 2G services represented the remaining 67%.

Revenues from 2.5G services, which include services delivered using wireless application protocol (WAP), multimedia messaging service (MMS), and JAVA(TM) technologies, increased 15% sequentially to $7.72 million. WAP revenues in the second quarter of 2008 were $2.97 million, a decrease of 3% sequentially. MMS revenues in the second quarter of 2008 were $4.43 million, an increase of 54% sequentially. JAVA(TM) revenues in the second quarter of 2008 were $0.33 million, a decrease of 58% sequentially.

Revenues from 2G services, including short messaging service (SMS), interactive voice response (IVR), and color ring back tone (CRBT), increased 7% sequentially to $15.40 million in the second quarter of 2008. SMS revenues in the second quarter of 2008 increased 7% sequentially to $10.30 million. IVR revenues in the second quarter of 2008 increased 10% sequentially to $3.15 million. CRBT decreased 1% sequentially to $1.95 million.

The aggregate revenues from China Unicom, China Telecom and China Netcom accounted for approximately 26% of the total second quarter WVAS revenues, while revenues from China Mobile accounted for the remaining 74%.

WVAS Cost and Expenses

The WVAS cost of revenues in the second quarter of 2008 totaled $12.53 million, an increase of 8% sequentially. WVAS gross margin in the second quarter of 2008 was 46% compared to 45% in the first quarter of 2008.

Total WVAS operating expenses in the second quarter of 2008 were $8.50 million, an increase of 15% sequentially. Product development expenses were $1.93 million and represented 8% of revenues. Sales and marketing expenses were $3.74 million and represented 16% of revenues. General and administrative expenses were $2.82 million and represented 12% of revenues.



Wireless Internet segment

For the Three For the Three For the Three
Months Ended Months Ended Months Ended
June 30, 2007 March 31, 2008 June 30, 2008
(US$ thousands) (US$ thousands) (US$ thousands)
Mobile advertising
revenues $223 $212 $357
Other revenues 13 29 33
Total Revenues 236 241 390
Cost of revenues 158 233 278
Gross profit 78 8 112
Operating expenses 2,372 3,249 2,800
Operating loss $(2,294) $(3,241) $(2,688)


Total mobile advertising revenues, which were mainly generated from KongZhong's wireless Internet sites, were $357,000 in the second quarter of 2008.

Operating expenses related to the Company's wireless Internet sites were $2.80 million, which included $1.34 million in marketing and advertising expenses.

The Company's total headcount increased from 817 as of March 31, 2008 to 855 as of June 30, 2008.

Earnings

US GAAP net income totaled $0.30 million in the second quarter of 2008. Basic earnings per ADS were $0.01. Diluted US GAAP earnings per ADS were $0.01 for the second quarter.

Non-GAAP net income in the second quarter of 2008 was $1.06 million. Diluted Non-GAAP earnings per ADS were $0.03 for the second quarter.

Balance Sheet and Cash Flow

As of June 30, 2008, the Company had $130.63 million in cash and cash equivalents. Cash in-flows from operating activities totaled $4.65 million in the first six months of 2008.

Business Outlook:

Based on information available on August 15, 2008, the Company expects total revenues for the third quarter of 2008 to be between $23.5 million and $24.5 million.

Conference Call:

The Company's management team will conduct a conference call at 8:30 am Beijing time on August 15 (8:30 pm Eastern time and 5:30 pm Pacific time on August 14, 2008). A webcast of this conference call will be accessible on the Company's web site at http://ir.kongzhong.com .

Antwort auf Beitrag Nr.: 34.733.080 von Kanaren2010 am 15.08.08 09:13:23Ja das sehe ich ähnlich: Gute Zahlen und vom Ausblick hätte man einen Tick mehr erhoffen können. Aber er ist OK, und das die Olympiade wenig Einfluß haben wird, hatten sie schon im letzten CC angekündigt.
(Bei Hurray wirkt sie sogar negativ aufs Label-Geschäft, weil in der Zeit keine Konzerte genehmigt werden)
Interessant ist das mit E-Coupons. Bei Infospace hat ein Yahoo-User das jahrelang Zukunftsfeld gehypt. Ganz nachvollziehen konnte ich seine Begeisterung dafür nicht, und Infospace hat das m.W. nie ernsthaft verfolgt. Aber hier scheint das jetzt zu kommen.

Was ist denn ein E Coupon ?
Habe ich nicht so recht verstanden ?

Was sagst Du zu Fokus-Media ?



Wie wird aus deiner Sicht der Markt heute reagieren ?

Ein paar Stücke könnte ich nämlich schon noch vertragen, aber ich weiß nicht so richtig.

Was ist denn ein E Coupon ?
Habe ich nicht so recht verstanden ?



Also welche Anwendung in Bezug auf WVAS ?

Antwort auf Beitrag Nr.: 34.735.512 von Kanaren2010 am 15.08.08 12:54:45Also in bossls Visionen ging es um Local Advertizing. Du bist mit Deinem Handy unterwegs und bekommst Rabattcoupons von Geschäften oder Restaurants, die gerade um die Ecke liegen. Eingebettet in local search kann ich mir das gut vorstellen, unaufgefordert fände ich es eher lästig.

Linktone Terminates Agreements with Chinese Youth League Internet, Film and Television Center
Friday August 15, 8:00 am ET


BEIJING, Aug. 15 /Xinhua-PRNewswire/ -- Linktone Ltd. (Nasdaq: LTON - News), one of the leading providers of wireless interactive entertainment services to consumers and advertising services to enterprises in China, today announced the termination of agreements among two affiliated companies of Linktone, Shanghai Ling Yu Culture and Communication Ltd (Ling Yu) and Beijing Lian Fei Wireless Communication Technology Co., Ltd (Lian Fei), and the Chinese Youth League Internet, Film and Television Center effective July 1, 2008, with regard to the Qinghai Satellite TV (QSTV) cooperation.
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Ling Yu, Lian Fei and Chinese Youth League Internet, Film and Television Center have mutually agreed to terminate all contracts associated with QSTV, which include an exclusive advertising agent contract and a cooperation agreement. Linktone's impairment charge associated with its investment in QSTV has been fully reserved. Linktone estimates the charge to be in the range of US$6 million to $7 million, which will be included in Linktone's second quarter 2008 financial results.

About Linktone Ltd.