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United Online, Inc. (UNTD)

- NASDAQ
  • Aug. 12, 2014, 2:29 PM
    • United Online (UNTD +16.7%) had Q2 adjusted OIBDA of $10.2M, roughly flat Y/Y and above guidance of $6.5M-$8.5M. The company has hiked its full-year adjusted OIBDA guidance to $31M-$35M from $29M-$34M.
    • Mobile broadband and ad growth fueled a 5% Y/Y increase in communications revenue to $26.2M, which in turn helped total revenue beat estimates. Internet subs fell by 15K Q/Q to 328K, and all other paid accounts by 5K to 197K. ARPU rose $0.30 to $10.72.
    • Content/media revenue fell 13% Y/Y to $28.6M. Paid accounts fell by 55K Q/Q to 2.52M; churn fell 20 bps to 3%; and ARPU was steady at $2.49. Segment active accounts dropped by 1M to 9.8M.
    • United expects Q3 revenue of $51M-$54M, in-line with a $52.9M consensus. Adjusted OIBDA is expected to be in a range of $8.5M-$10M.
    • Q2 results, PR
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  • Aug. 12, 2014, 12:45 PM
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  • Feb. 20, 2014, 12:47 PM
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  • Feb. 20, 2014, 11:19 AM
    • Though United Online's (UNTD +21.9%) Q4 EPS missed estimates, its adjusted OIBDA ($12.6M) was at the high end of a guidance range of $10M-$13M, and up 22% Y/Y.
    • A 1% Y/Y increase in communications revenue (the first time the division has seen quarterly rev. growth in 8 years) helped revenue beat estimates. Though the division's pay accounts fell 15% Y/Y to 553K thanks to the ongoing decline of United's traditional NetZero/Juno ISP business, NetZero Mobile Broadband subs rose 53% to 49K. Division ARPU rose to $9.62 from $9.41 in Q3 and $9.05 a year ago.
    • The Content & Media division, which includes Classmates.com (losing ground to Facebook) and the MyPoints loyalty rewards business, saw a 9% revenue drop. Segment pay accounts fell 8% to 2.63M.
    • United expects Q1 revenue of $52.5M-$55M, in-line with a $54M consensus, and adjusted OIBDA of $2M-$3.5M. Full-year adjusted OIBDA is expected to be in a range of $28M-$34M.
    • Q4 results, PR, CC transcript
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  • Feb. 3, 2014, 9:09 AM
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  • Jan. 31, 2014, 5:37 PM
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  • Apr. 30, 2013, 5:56 PM
    After-hours top gainers, as of 5:15 p.m.: MSPD +29%. GPRE +16%. IQNT +14%. RATE +12%. FIRE +10%.
    After-hours top losers: SWI -8%. HIMX -8%. BGC -7%. NSPR -6%. UNTD -6%.
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  • Aug. 2, 2012, 9:10 AM
    Premarket gainers: UNTD +16%. FSLR +16%. CAVM +11%. GMCR +10%. GILD +8%. GPS +7%. VHC +7%. PWR +7%. YGE +7%.
    Losers: KCG -57%. HALO -56%. MTG -40%. ARO -28%. SLTM -15%. LPSN -15%. ANF -15%. INCY -13%. VE -11%. BBVA -10%. SEE -10%. MWW -8%. RDN -7%. SAN -7%. NAV -7%. BWP -5%. BMY -5%. MTL -5%.
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  • Aug. 1, 2012, 4:53 PM
    United Online (UNTD) +7.1% AH after announcing it will spin off its FTD online flower delivery unit into a separate, publicly-traded company. United has also posted its Q2 results: EPS of $0.18 beat by $0.05, and revenue of $231.9M (-9% Y/Y) was roughly in-line. Q3 revenue guidance is also in-line. FTD accounted for 72% of United's Q2 sales - the division's revenue fell 5% Y/Y.
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  • May. 3, 2012, 11:21 AM
    United Online (UNTD -14.1%) sinks after its Q1 report beats profit estimates on in-line revenue. A cautionary note from Benchmark in which analysts clip their price target to $6.50 from $7 on the stock could be weighing a bit on investors. After the drop in price, shares now yield 9.7% on a newly-reiterated dividend payout.
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  • May. 2, 2012, 5:55 PM
    United Online (UNTD): Q1 EPS of $0.21 beats by $0.04. Revenue of $242M (+flat% Y/Y) beats by $2M. Shares -7.8% AH. (PR)
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  • Mar. 19, 2012, 11:00 AM
    United Online (UNTD +2.7%) catches a bid after its NetZero unit introduces a cheap 4G broadband service in partnership with Clearwire (CLWR). The service, which will be available in over 80 U.S. cities, includes a free plan that provides 200MB of monthly data, a $10/month basic plan featuring 500MB of data, and a $35/month Pro plan featuring 2GB of data.
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  • Mar. 12, 2012, 12:44 PM
    United Online (UNTD -1.3%) dips after saying its Chief Strategy Officer Frederic Randall plans to resign March 16.
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  • Feb. 22, 2012, 6:30 PM
    United Online (UNTD): Q4 EPS of $0.25 beats by $0.05. Revenue of $217M (-6.3% Y/Y) in-line. Shares -3.1% AH. (PR)
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  • Sep. 7, 2011, 11:17 AM
    United Online (UNTD) is up 8.9% after Benchmark's Daniel Kurnos starts coverage with a Buy and $7 PT. Kurnos thinks the strength of United's Content & Media division, which includes Classmates.com and the FTD floral services business, will offset ongoing subscriber losses at its cash-cow NetZero dial-up Internet business.
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Company Description
United Online Inc provides consumer services and products over the Internet under a number of brands, including Classmates, StayFriends, Trombi, MyPoints, NetZero, and Juno.