... aber ich möchte den letzten Abschnitt von der 2. Quartal-Konferenz 2016 hier reinstellen:
Bob Michelson
Thank you, operator. And thank you RMG investors and friends for listening to the call. I guess I want to leave you with kind of my thoughts on the business. I certainly was disappointed that in the last quarter, our revenues were flat with the previous quarter. But, as I think about the company and the fundamentals of our business, I really couldn't be any more proud or excited about the future. And I just want to share a couple of things with you and kind of thinking extemporaneously.
When you think of a business, the first thing you look at is what's the health of the industry segment you are in. And there is an organization you may meet many of you never heard of called Frost & Sullivan, which is one of the leading consultants to the digital signage industry. And their data indicates that the market is growing from $16 billion or $17 billion, I don't remember the exact amount in 2015, I remember $27 billion in 2022. That's a CAGR of almost 7% and the software components even growing faster and not just the industry we are in.
And I'm just really optimistic about where we are going, based upon a number of things as Eric just mentioned our installed base; we got 70 out of the 100 largest customers which is really cool. Our North America business which is really a bellwether, it was up 15% in revenues in Q2 over Q1 and the sales orders in the first half of the year were up 20% over the previous year. I mean, I think that's just a really good predictor of the future. Certainly, we are frustrated that the international business was down 24% in the last quarter and if we would have had a similar 15% internationally, we would have had a great quarter. And international didn't do poorly because our business fundamentals are broken in those two areas, just due to these macro economic conditions, it had the short-term impact.
So, I do think that are fundamentally our revenues and our customers and what we are doing is really resonating. And you add to that at least three new channels announced one Manhattan, which I think is really cool, it's going to take some time.
Our supply chain business is really starting to mature now with Manhattan part of it. I think our dream of creating a business sector that eventually could grow to -- our contact center businesses is clearly in place. The enhanced positioning we have in our new content services with Jerry Rosen on board is really cool. I don't want to just limit it to Jerry. Our sales organization has really picked up very nicely and can take the messaging that Jerry has created and brought it to the market.
Our data and analytics capabilities that George Clopp is bringing is really fundamental. I just want to remind everybody, what we are doing is, we provide this infrastructure which are there for years, now we are going to be providing content. And the final piece, the value to customers is data and analytics, we can part with our customers, so they can determine which content has provided the greatest impact, the greatest engagement, the greatest sales.
Again, if you have that knowledge, then you know in real-time, what content to produce in front of the right person. And we never had that capability, which I think is just really cool.
And finally, and most important, if you guys remember, I was at a private equity firm for four years and I spent a lot of time with -- our CEOs at 34 portfolio companies, the most important thing of the business and determining the future was the stature of their leadership team. And I had been here now for just about 2 years and I don't know if this is good or bad, but I turned over the entire leadership, I would say it's good. I really just don't question myself. But, I will tell you each individual on the team or A+ folks. And not only individually are their skills outstanding, but from a collaborative standpoint, how we work together.
So if I had to predict, if you are in a really good industry sector that's growing and you got some decent strategies and you have a great leadership team, you are going to produce great results. I know as investors you are all patient and we want to see results today. And we are doing everything we can to drive revenues. But, I will tell you in the long-term, we have a built a foundation and a strategy and leadership to take us to the place we want to be. So, I remain as optimistic in fact, I'm more optimistic today than ever.
So, I thought I would leave with those kind of extemporaneous comments. Thank you everybody for your attention and interest and we look forward to talking with you about our Q3 results.
Man kann natürlich sagen nichts als Worte, aber der CEO Bob Michelson hat Erfahrung. Wenn er nach zwei Jahren im Amt den turn-around schafft und mit den neuen Produkten die Umsätze ankurbelt, ist bei der sehr gut Marge schnell ein dicker Gewinn drin.
http://seekingalpha.com/article/...6-results-earnings-call-transcript
http://rmgnetworks.com/
Ich bleibe bei 4 USD in 2016!!! |