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08/06/2014 Position Established

|Includes:AOL Inc. (AOL)

AOL's (NYSE:AOL) CEO Timothy Armstrong on Q2 2014 Results - Earnings Call Transcript

Key Highlights

CEO Timothy M. Armstrong

*The Huffington Post has over 97 million cross-platform global users, and The Huffington Post mobile Web grew UVs at over 200% year-over-year, and we ended Q2 with 48% of Huffington Post readers and traffic are now outside of the U.S."

*In the Platforms area, we continue to be a leader in the mechanization of marketing and advertising. AOL Platforms grew revenue 54% year-over-year; programmatic ads grew at over 100% year-over-year; and our ad pricing was up very strongly, growing double digits.

*In Q2, 34% of our advertising business was programmatic versus less than 5% a year ago.

Fundamental

*Despite the declining subscription revenue, programmatic ads will be the key growth driver

*solid cash flow

Options Position Established On Aug 6, 2014

AOL Short Put @ 38 Sep 19, 2014 (0.90 credit)

Disclosure: The author is long AOL.

Stocks: AOL