On TV.com: THE GIRLS NEXT DOOR photos

Smith Micro Software Q3 2007 Earnings Call Transcript

  • download
  • Print
  • Recommend
  • 0

2007-10-31 18:28:08.0

Tags: Smith Micro Software Inc.

Question-and-Answer Session

Operator

Thank you. And ladies and gentlemen, at this time we will begin the question and answer session. (Operator Instructions) And our first question comes from the line of Lauren Ye with JPMorgan. Please, go ahead.

Lauren Ye - JPMorgan

Hi, guys. The first question is just -- what was Verizon's percentage of revenue this quarter?

Bill Smith

68.5.

Lauren Ye - JPMorgan

Okay. Very helpful. And then around Revue, are there carriers looking at this product and what do you think is the opportunity there I guess as you go into 2008 in terms of carrier maybe relationships?

Bill Smith

Yes. I think right now on the OEM front, we have a number of efforts ongoing. They all look very, very positive. You should view that the OEM relationships will be with wireless carriers as well as device manufacturers and we look to bring these to the market as soon as they're signed and we're kind of targeting the first half of 2008.

Lauren Ye - JPMorgan

Okay. And you mentioned the mix of music manager, with Verizon between the kit and just software. Is there a way to quantify this? What is the mix between those two right now and how do you think that will play out? And I guess has Verizon communicated with you if they plan to package their phones this way going forward on all their phones or is it on a phone-by-phone basis?

Bill Smith

Let me take the last part first, because I thought I was pretty clear in my comments.

Lauren Ye - JPMorgan

Okay.

Bill Smith

We do not see music kits going away, period. We do see a mix developing where some phones will have the cable, ear buds and software in the phone box. We don't know the exact mix and I don't really know that if that's known to my customer either. It's being evaluated on a case-by-case basis. So it's very hard for us to guide you as to how to split it on a percentage basis. I wish I could help you more, but I can't.

Lauren Ye - JPMorgan

Okay. And then just, Andy, do you have an update in terms of what your tax situation looks like in '08?

Andy Schmidt

No. Not at this time. We just recommend everyone stick with the 30% that our modelers are using.

Lauren Ye - JPMorgan

TalkbackShare your ideas and expertise on this topic
What do you think?
The following tags are supported in BNET comments: <b></b> <i></i> <u></u> <pre></pre>
You are currently a guest | Login?
advertisement
Recommended Business Articles
advertisement