Ann: Isentia H1 FY19 Results and Strategy Presentation, page-50

First 50 Last

Share
Profile

Follow
Shimara

22 Posts.

1

22/02/19

14:08

Post #: 37532314
Share

Originally posted by Transversal: ↑

Yes thats all that really matters. The ANZ business which is 75% of revenue continues to decline rapidly.

Actually, if you adjust for the discontinuation of the Content Marketing business and for the (one-off, so far) loss of the NSW government contract, ANZ revenue was down by only ~5%.

In other words newspapers are in terminal decline and Isentias legacy systems were built for the newspaper and print media age. The new media age has much less barriers to entry and competition is rising.
Sure, I don’t disagree with that, but we’ve been in the “new media age” for many years now (certainly we were already in it at the time of ISD’s IPO, and that was fully acknowledged in their prospectus). Yet, if you remove the impact of the Content Marketing debacle, ISD’s core media monitoring revenues have been fairly stable throughout their listed history.

So it would appear that, if ISD’s systems are dated, their competitors’ aren’t terribly innovative either. The main impact of increased price competition so far has been on margins (more so than on the overall market share), and arguably that has permanently damaged the original investment case for ISD (as it was presented at the IPO).

But, by now, I think it is fair to say that such impact is well and truly reflected in the price.

Expand

AU Media Intelligence Business down 10%
AU Media Intelligence Saas down 11.5%

Content Marketing not mentioned or included on Page 9 of the Presentation

Last edited by Shimara: 22/02/19

ISD Price at posting: 26.5¢ Sentiment: Hold Disclosure: Not Held
Upvote

0 Great analysis

Reply

Top Stories

HotCopper Highlights: Your most watched stocks for Week 46, 2024

AUN

Cyclone signs MOU with Vale for development of Iron Bear play

Week 46 Wrap: Copper hits 2mth low as Trump threatens net zero pace; US rally fades; HotCopper’s picks

AN1

CuFe sells its Crossroads gold royalty to Northern Star for $4M cash; says better than waiting for mine launch

LYN

InhaleRX gains approval for clinical trial to test non-opioid therapy for cancer pain

EDE

NT Gov't delivers environmental approval for Empire Energy's Beetaloo Carpentaria pilot gas play

ME1

Banshee's historic trenches prove rich in antimony and gold for GDM

BNL

Blue Star Helium sees approval for five more wells at 'Galactica/Pegasus' project in Colorado

GRL

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

BTH

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

There are more pages in this discussion • 23 more messages in this thread...

First 50 Last

Add ISD (ASX) to my watchlist

Ann: Isentia H1 FY19 Results and Strategy Presentation, page-50

Top Stories

HotCopper Highlights: Your most watched stocks for Week 46, 2024

Cyclone signs MOU with Vale for development of Iron Bear play

Week 46 Wrap: Copper hits 2mth low as Trump threatens net zero pace; US rally fades; HotCopper’s picks

CuFe sells its Crossroads gold royalty to Northern Star for $4M cash; says better than waiting for mine launch

InhaleRX gains approval for clinical trial to test non-opioid therapy for cancer pain

NT Gov't delivers environmental approval for Empire Energy's Beetaloo Carpentaria pilot gas play

Banshee's historic trenches prove rich in antimony and gold for GDM

Blue Star Helium sees approval for five more wells at 'Galactica/Pegasus' project in Colorado

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing