Question-and-Answer Session
Operator
(Operator instructions) We’ll go first to Todd Van Fleet with First Analysis.
Todd Van Fleet – First Analysis
Hi, good afternoon, guys. Nice quarter.
John Meyer
Hi, Todd, thanks.
Todd Van Fleet – First Analysis
September is generally – from a seasonality point of view, isn’t it generally a little bit stronger quarter than December quarter? I’m just trying to refresh my memory here on the different service or the different lines of business.
John Meyer
Are you saying – you're talking about second quarter –?
Todd Van Fleet – First Analysis
Yes. Yes, the September quarter, as I recall, is generally a little bit stronger from a seasonal point of view than the December quarter from a revenue perspective. Is that right?
John Meyer
No. No, I don’t think that’s the case. I think it’s the other way around.
Todd Van Fleet – First Analysis
The other way around.
John Meyer
Yes. Historically, Todd, the third quarter, our December quarter, is stronger. The only difference was last year we did go down sequentially, but I would consider last year an anomaly.
Todd Van Fleet – First Analysis
Okay. So the holiday purchases are generally made in the December quarter than in terms of the –?
John Meyer
The holiday purchase is probably another thing (inaudible) a lot of people’s fiscal year ends. And so pricing and campaigns and stuff at the last bit of budget that they may have where we help them spend it.
Todd Van Fleet – First Analysis
Okay. How should we think about the impact of the Saudi Arabian acquisition then in the December quarter? Is there a way you can help us kind of understand what the magnitude of the impact is there?
John Meyer
It’s not a giant revenue producer. And we haven’t closed yet, but it won’t be significant to our results in the quarter.
Todd Van Fleet – First Analysis
Yes. Okay. Just thinking about the next quarter or two, which – well, from a – would you say that visibility now is better than it was maybe a quarter or two quarters ago in terms of the desire to spend, it’s not actually writing the check to spend?
John Meyer
I think that’s a fair characterization. We are seeing people who had plans to do things, actually starting to free up the budget, and it appears that they are planning on spending it. And the timing of when they spend it is still under question, but there is the optimism that you see in the market space. Marketers are looking at this and saying, this is a time for me to be prepared to do the marketing campaigns. It will take advantage of the revenue opportunities towards the remaining part of the year and the beginning of next year.
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