Conference Call – 22nd Feb 2020

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    Registered Boarder

    Here is the link

    Registered Boarder

    Dear Madam/Sir,
    Sub: Investor Conference Call
    The investor conference call for discussing the Unaudited Financial Results for the Quarter
    ended June 30, 2021 will be on Tuesday, August 24, 2021 at 04:00 p.m. (IST).
    The conference call-in details will be available from the Investor Relations page of the
    Company’s website at
    We request you to please take note of the same.
    Yours faithfully,

    Registered Boarder

    @admin – I guess you will be sharing a curated questions list to SKR

    Sharing few questions from my side … request others to please add

    – Any specific reasons for muted YoY revenue and PAT growth compared to last quarter…can we expect improvement in Q2…if so to what percentage

    – Breakup of digital ads revenue from products (Compass, Protector, BLocal Exchange) and product based services business

    – Breakup of revenue from different regions

    – Any significant achievements which you can highlight…like long term contracts, multi-million dollar contracts, publishers count, ads count etc;

    – Any reduction in receivable days post covid

    – Revenue and PAT growth projections for next quarter and for this FY

    – Are we in-line to achieving 30% growth for this FY

    – Any headwinds and tailwinds you forsee specific to the industry or region specific

    – Are we looking to add any new regions in this quarter

    Acquisitions related
    – What will be the timeline for due-deligence completion. Are we seeing any red flags as of now

    – What will be the steps post deal signing and timeline to complete the acquisition…when will we start looking at these numbers as part of Brightcom

    – What will be gross and net margins of the this company…will it be better in comparison to BCG’s own DM business

    – Given that BCG’s market valuation is not high both in terms of Revenue to Market cap and in terms of PE; and assuming we will be paying higher than BCG’s current valuation …how do we see this impacting BCG and what will be our approach to bring in this parity

    – Is this company cash flow positive

    – What percentage it would add to BCG’s topline and bottomline

    – Will this deal also include performance linked payments or its one time cash and stocks

    – Will the new company continue to operate with their existing brand or it will operate as Brightcom brand

    – Will the founders team also will be part of Brightcom or will they be completely exiting

    – Are there any other investments done by this company, if so will these deal includes those investments too

    – How many active customers the target company has and how much percentage it overlaps with BCG’s customers

    – How much percentage of cross selling we expect between these two companies …. can we expect Netflix, Disney, Hulu using BCG’s products and adtech services in near future

    – Does this company has any products which can be integrated with Compass or other BCG products

    – Are we looking at any other acquisitions apart from the current DM and audio ad tech companies

Viewing 3 posts - 161 through 163 (of 163 total)
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