Agency.com mit Super Zahlen und immer noch günstig - 500 Beiträge pro Seite

[Serang]

26.10. 09:40
Agency.com - Top-Zahlen

In den letzten Wochen enttäuschten nahezu alle Internet Consulting Unternehmen mit
Gewinnwarnungen und dramatischen Kursverlusten wie z.B. MarchFirst, das 60% an an
einem Tag einbüßten. Der Grund sind die gestoppten Ausgaben und Pleitegänge vieler
Dot.com`s.

Anders Agency.com, dessen Kundenanteil an Dot.com`s nur bei wenigen Prozent liegt.
Der Gewinn wurde mit $0,07 und somit um einen Cent über den Erwartungen
angegeben. Die Umsätze konnten mit einem sequentiellen Anstieg von 14% auf $75,3
ebenfalls die Erwartungen von $56,4 Mio. übertreffen. Bisher ist Agency.com das
nahezu einzige Unternehmen aus seinem Segment, das die Analystenschätzungen sogar
übertreffen konnte. In 2001 soll der Umsatz lt.CEO Dickson um 50% anwachsen, die
operative Marge soll in den kommenden 18 Monaten von 8,2% auf 15-20% zulegen.
Aus Börse Go

Gruß Serang

[NOLDOR]

Hallo Serang,

ich denke auch, dass die agency noch viel Potenial hat. Bei einer Mitarbeiterzahl von 60, ist die Zahl der hochkarätigen Klienten erstaunlich.

Naja, vielleicht gibt es ja noch einen netten Auftrag von Reuters zur Umsetzung eines Devisenhandelsportals. Wer kann das schon wissen!?

Gruß Noldor

[gourmet]

@noldor: woher die mitarbeiteranzahl von 60 hast ist mir schleierhaft. zum börsengang hatte agency.com meines wissens bereits 1200 mitarbeiter weltweit. lt. hp sind es inzwischen 1600. auszug:

Founded in 1995, today we`re an international family of more than 1,600 employees with headquarters in New York and offices in Amsterdam, Atlanta, Boston, Copenhagen, Chicago, Dallas, London, Paris, Portland (Oregon), San Francisco, Singapore, Vail and Woodbridge (New Jersey). And we engage in long-term partnerships with companies such as British Airways, Compaq, Sprint, Texaco and Unilever.

viele grüße
gourmet

[NOLDOR]

Sorry gourmet,

ich sollte meine Sachen bevor ich Sie poste nochmal lesen. 60 MA wäre wohl ein Projektteam in Bosten.

[gourmet]

no problem. lies auch einmal den folgenden artikel

Agency.com Shows Signs of Strength in a Sea of Fallen Dot-Coms
By Tim Arango
TheStreet.com/NYTimes.com Staff Reporter
10/27/00 9:37 AM ET

At first blush, Agency.com (ACOM:Nasdaq - news), an Internet consulting company, looks like the cookie-cutter dot-com: it went public to great fanfare; its charismatic top executive was fawned over in a major business magazine`s special issue of the 40 richest Americans under age 40, and its stock price soared, then tanked and remains in the doldrums.

But then a funny thing happened: the company began making money on its operations and has thus far survived the collective cold shoulder that Wall Street has given Internet companies this year without flooding the news wires with earnings warnings.



A steady flow of Internet consulting companies, which help businesses build Web sites, develop online advertising plans and create interactive business strategies, have either warned investors they will not meet earnings targets or missed estimates altogether in recent months, sending the industry`s stock prices plummeting.

In the process, shares in companies like New York-based Agency.com -- which reported earnings Wednesday that topped analysts estimates for the second straight quarter -- are being pulled down by the tide of bad news.

Agency.com shares closed Thursday at $10.69, a bit more than a dollar off its all-time low of $9.63, but almost 90% of its high of $98, reached shortly after in went public in December 1999.

Guilt by Association
Weighing on Agency.com`s stock price is not its financial results -- it has consistently met or topped analyst estimates -- but earnings disappointments by its competitors, analysts say.

"It goes by industry groups," Chan Suh, Agency.com`s chief executive, said. "If Intel (INTC:Nasdaq - news) preannounces, all the chips go down. I think we are getting caught up in that."

For example, Internet consultant Razorfish (RAZF:Nasdaq - news) fell over 11% on Oct. 19 after reporting its financial results. And Tuesday MarchFirst (MRCH: - news) came up short of analysts` estimates by over 90%, reporting earnings of a penny a share while the First Call/Thomson Financial consensus estimate was 20 cents a share. A stampede of analysts followed up with downgrades.

Meanwhile, other companies besides Agency.com that have not disappointed analysts with their earnings, including Scient (SCNT:Nasdaq - news), have seen their shares tumble.

Earlier this month, Scient, an Internet consulting company based in San Francisco, beat analysts estimates by a penny in the most recent quarter when it earned 7 cents a share, and its shares got a temporary boost before closing Thursday at $17.56, or 88% off its all-time high of $133.75, which it reached in March.

Of investors, James Dougherty, an analyst at Prudential Securities, said: "They have all tried to paint those earnings warnings with an industry brush. I`m not convinced that it is true." Dougherty has a strong buy on the company`s stock and his firm has no underwriting relationship with Agency.com.

The market is trying sort out which companies in the sector are ripe for the long haul, he said. Agency.com "is doing a significantly better job than other companies in the group," he said.

Valuation Problem
The red flag, however, is that the market still does not know how to value companies like Agency.com, Dougherty said. While the company`s shares are well below their all-time high, that may not mean much.

"Historical prices mean nothing," he said. "The market is still trying to find valuations for these companies."

And while in its most recent quarterly financial report, Agency.com company trotted out earnings of 7 cents a share, but that is only earnings on an operating cash flow basis. It doesn`t make money in the conventional sense, that is when taking into account items like taxes and depreciation.

Nevertheless, Agency.com is in better shape than its rivals.

"I think this happens in every new industry," said Suh, a Korean-American, who dropped off Fortune magazine`s list of the top 40 richest Americans under age 40 this year after his company`s stock price shaved his personal wealth. "A substantial number of companies in our sector have said they will shrink, now grow."

And Agency.com is growing, having recently announced forays into Latin America and Korea.

In research reports, virtually all analysts who follow the company praise the company`s business model, which from the beginning was focused on retaining Global 1000 companies as clients, rather than serving dot-coms.

"In a time when other major e-business architects have begun to plateau in terms of operating metrics (or worse yet, post disappointing results), Agency`s business momentum and progress on key metrics are accelerating," according to a recent Goldman Sachs report. Goldman advises investors to buy Agency.com stock, and the firm was the lead underwriter for its initial public offering last year.

Effective Strategy
The prospects for Agency.com surviving the Internet shakeout are bright, analysts say, because so few of its clients are pure dot-com companies. Less than 6% of its revenues come from serving Internet clients, while most of its business comes from serving such blue-chip corporations as British Airways, Compaq, Sprint and Unilever.

Because Agency.com focused its efforts on large corporate clients from day one, it has a well-developed sales and marketing team, say analysts. This contrasts with other online consulting firms that geared their business models towards serving early-stage, venture capital-backed Internet clients. For a time, that was sufficient.

"They were basically in the mode for the last year of just answering the phone," said Dirk Godsey, an analyst Chase H&Q. But the phone stopped ringing, leaving many Internet consultants with a declining client base, he said.

For sure, the business Agency.com is in -- the Internet professional services market -- is set to grow tenfold over the next few years, from to $78 billion in 2003 from $7.8 billion in 1998, according to industry estimates.

In addition, Godsey said, Agency.com is a step ahead of rivals in offering services for broadband, wireless and interactive television. Godsey has a strong buy recommendation on the stock, and his firm was a co-manager of Agency.com`s initial public offering.

"They have a broader view of the market than the executives of other companies," he said.

While Agency.com appears to be in a good position to emerge as a star out of the Internet haze, Godsey did caution investors that the sector is likely to continue to be weighed down by a general negative sentiment towards investing in Internet companies.

"I think when the sector starts to move again, investors will want to own Agency.com," Godsey said.

[NOLDOR]

Danke gourmet.

Du trägst den Namen Gourmet zu recht! Nicht der aktuelle Preis ist entscheidend, sondern die Qualität!

Gruß Noldor

[Serang]

Hi Gourmet und Nolder!

I think when the sector starts to move again, investors will want to own Agency.com," Godsey said.

So soll es sein.

Gruß Serang

[fuchs0501]

Wer weiss etwas Neues zu Agency??

Erbitte dringend Info!!!!!!!!!!!
Danke.