Question-and-Answer Session
Operator
(Operator Instructions) Your first question comes from Jason Helfstein - Oppenheimer.
Jason Helfstein - Oppenheimer
Omar, if you can just go over those ?08 figures you gave for guidance. Just on this quarter, could you see any impact of the strike, did that result in less commercial volume, it didn’t seem like it, but I just wanted to ask that.
Scott, taking a look at third-party data it suggests that Unicast, that’s the ad serving segment piece, has lost market share for a several years, most likely just due to the aggressiveness of Google and DART. Can you talk about steps that you think you can take to increase the value of that business when you coupled with your existing business?
It was in the early prepared remarks and not the existing guidance, which I know you’ve reiterated the guidance excluding Enliven and Vyvx but I think there was an additional number you gave earlier in the call that we included.
Omar A. Choucair
But let’s just be clear the guidance that Scott had mentioned was the $126 to $130, that’s just on the company itself with the close transaction. So that’s bucket one, so now let’s go to bucket number two and that is what we talked about with Enliven. And I’m just going to replay that.
So for 2007, the pro forma revenue and these are publicly available numbers in the 10-K for Enliven was about $23.3 million of revenue, and that was in 2007 on a pro forma basis. So what we’re looking at is on a standalone business Enliven, a separate public company, is about $25 to $26 million operated under the same stance that it is today.
What we are saying is as it comes into the fold towards the end of the year that there is going to be additional scope, additional breadth. All the customers that we currently have they are going to be just a little bit easier to touch as opposed to the concept that we have today, but that $25 to $26 will be elevated to a number closer to $28 to $30 on a run rate. That’s for 2008, let’s just call it revenue synergies and I don’t even use the word synergies but that’s really what it is, that’s for 2008.
Additionally, what I said looking into 2009 because really that’s the year we have to look at because it is just going to close toward the end of the third quarter, is that we expect 20% plus revenue growth on top of that $28 to $30 million, organic revenue growth. So that’s the top line.
- To read the full transcript on Seeking Alpha, click here »







