Full Transcript of Net2Phone’s F1Q06 (Qtr Ending Oct 31, 2005) Conference Call — Q&A (NTOP)

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2005-12-12 11:35:21.0

Tags: Net2Phone Inc.

Question-and-Answer Session

Operator

The question and answer session will be conducted electronically. If you would like to ask a question, please do so by pressing the star key followed by the digit one on your touchtone telephone. If you are using a speakerphone, please make sure your mute function is turned of to allow your signal to reach our equipment. We will proceed in the order that your signaled us and will take as many questions as time permits. Once again, please press star, one on your touchtone telephone to ask a question. We'll pause for a moment to assemble our roster. We will have our first question from Clay Moran, Stanford Group.

Q - Clay Moran

Thank you. Couple of questions. Are there any telephone or cable contracts out there that could have some future value, that have some potential for growth going forward that are not disclosed yet possibly due to non-disclosure agreements that investors might be interested to know prior to the tender vote? Secondly, you talked about there was some equipment cost included in the, some equipment revenues included in the cable line in last quarter. Did you disclose that at that time? And can you tell us how much that amounts to?

A - Liore Alroy

Yes. The first question with respect to contracts that may or may not have been disclosed, the instruction I'm getting is that I cannot answer the question. Regarding the second question about equipment revenue, we didn't disclose it specifically, and I don't have the number in front of me specifically, but we have spoken in previous conference calls about the lumpiness of the cable revenue line in the early quarters, and we indicated that it would take a few quarters until something that was smooth, predictable, and recurring emerged. It may still be a quarter or two early before something like that is upon us, but this quarter is more like that than it was last quarter, and I'm sorry I can't be more specific.

Q - Clay Moran

So you can't disclose that there may be other contracts out there without identifying who they're with? You can't even talk about that we have contract A with a telephony carrier for VoIP services that has XYZ potential?

A - Liore Alroy

That's correct.

Q - Clay Moran

Okay. Thanks.

A - Liore Alroy

You're welcome.

Operator

And we'll have our next question from Eric Buck, Janco Partners.

 

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