Tucows - Domain-Registrar - 500 Beiträge pro Seite

[R-BgO]

5 Nummern kleiner als Verisign

[R-BgO]

aktuelles KGV rund 41

[RayNar]

Viel wichtiger bei Tucows ist eher, daß sie durch die Domainverkäufe und die anderen Geschäftsbereiche ihre kapitalintensiven Internetanschlüsse befeuern können, die hoffentlich jahrelang vertraglich hohe Summen einbringen. Das Ganze würde sich im Idealfall selber finanzieren und das Wachstum beschleunigen.

[R-BgO]

Antwort auf Beitrag Nr.: 61.493.198 von RayNar am 16.09.19 13:52:28

wichtiger als was?

was sind "kapitalintensive Internetanschlüsse"?

[RayNar]

https://www.tucows.com/wp-content/uploads/2019/08/Q2-2019-in…

Die Internetdomains und die Ting-Mobile-Sparte soll das Kapital liefern für die "ting crazy fast fiber internet". Sie legen in bestimmten Gebieten (ich meine Kleinstädte) Glasfaser-Anschlüsse direkt zum Kunden, also die bekannte "letzte Meile". Diese schliessen Verträge ab und zahlen dann sehr margenkräftig jahrelang an Tucows.

[RayNar]

Am 6.11. gab es übrigens Quartalszahlen von Tucows. Diese waren ein wenig über den Erwartungen, für mich persönlich waren aber keine bahnbrechenden Neuigkeiten enthalten.

Ting Internet baut weiter fleißig Standorte aus, kämpft aber mit Verzögerungen bei Wetter oder zentralen Schaltstellen, wo die Kabel zusammen laufen. Sie hatten laut CC schon überlegt, diese einfach zu kaufen bzw. selbst zu bauen.

Nichtsdestotrotz geht es hier planmäßig vorwärts, alles im grünen Bereich!

NEWS:

The third quarter was highlighted by solid financial performance, with year-over-year growth in revenue, gross margin and adjusted EBITDA, as we continued to execute on our strategic priorities in each component of the business,” said Elliot Noss, President and Chief Executive Officer, Tucows Inc. “Our Domains and Ting Mobile businesses continue to generate strong cash flows to support our outsized Ting Internet growth opportunity, where we saw another quarter of steady progress -- further expanding both our projected potential serviceable addresses and serviceable addresses completed, while continuing to add new customers.”

Financial Results

Net revenue for the third quarter of 2019 increased 6% to $88.1 million from $83.5 million for the third quarter of 2018.

Net income for the third quarter of 2019 decreased 21% to $4.2 million, or $0.40 per share from $5.3 million, or $0.50 per share, for the third quarter of 2018.

Adjusted EBITDA1 for the third quarter of 2019 increased 25% to $14.8 million from $11.8 million for the third quarter of 2018. Adjusted EBITDA for the third quarter of 2019 reflects the impact of the purchase price accounting adjustment related to the fair value write down of deferred revenue from the Ascio acquisition, which lowered Adjusted EBITDA by $0.9 million.

Cash and cash equivalents at the end of the third quarter of 2019 were $12.0 million compared with $12.0 million at the end of the second quarter of 2019 and $10.8 million at the end of the third quarter of 2018.

[RayNar]

Auszüge aus den Zahlen von Quartal4:
https://www.globenewswire.com/news-release/2020/02/12/198419…


“Our fourth quarter results were once again demonstrative of the consistency in the Tucows business. Continuing strong cash generation from our Domains and Ting Mobile businesses contributed to record cash from operations for the year of $40 million to support investment in our outsized Ting Internet growth opportunity,” said Elliot Noss, President and Chief Executive Officer, Tucows Inc.

Mr. Noss added, “2019 was a year in which we took meaningful steps to position each of our businesses for long-term success. In our Domains business, we focused on strengthening the quality of the wholesale customer base to maximize gross profit of that channel, which expanded 15% over the prior year, as we made steady progress on our platform work to support future growth. In our Ting Mobile business, we announced positive changes to our service provider agreements that further enhance our already very compelling offering and provide much improved economics, setting the stage for better long-term prospects for our mobile business. And at Ting Internet, we invested more than $32 million in our network build, growing the number of passed homes by more than 60% and expanding our customer base by 46%, while adding four new towns that expanded our potential serviceable addresses by 74%. Tucows remains very well positioned to capitalize the greatest opportunity in telecom in a couple of generations.”

Financial Results

Net revenue for the fourth quarter of 2019 increased 0.4% to $85.9 million from $85.6 million for the fourth quarter of 2018.

Net income for the fourth quarter of 2019 increased 30% to $5.8 million, or $0.55 per share from $4.4 million, or $0.42 per share, for the fourth quarter of 2018.

Adjusted EBITDA1 for the fourth quarter of 2019 decreased 3% to $16.2 million from $16.6 million for the fourth quarter of 2018. Adjusted EBITDA for the fourth quarter of 2019 reflects the impact of the purchase price accounting adjustment related to the fair value write down of deferred revenue from the Ascio acquisition, which lowered Adjusted EBITDA by $0.5 million.

Cash and cash equivalents at the end of the fourth quarter of 2019 was $20.4 million compared with $12.0 million at the end of the third quarter of 2019 and $12.6 million at the end of the fourth quarter of 2018.