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Re: NWs notes

By: Cactus Flower in ALEA | Recommend this post (0)
Wed, 15 Aug 12 7:48 AM | 74 view(s)
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Msg. 09346 of 54959
(This msg. is a reply to 09344 by tkc)

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Thanks. I examined this note in previous quarters and the geographic split between Embassy and Safend just isn't enlightening to me.

There are embedded licensing sales to OEMs and ERAS sales etc. Knowing how Wave is splitting revenues by geography for each product category would be interesting. We might get a sense of acceleration.

The Embassy Safend split is surely made to keep things as opaque as possible.



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The above is a reply to the following message:
Re: NWs notes
By: tkc
in ALEA
Wed, 15 Aug 12 5:05 AM
Msg. 09344 of 54959

CF, from the 10Q: The following table details Wave’s sales by geographic area for the three and six-month periods ended June 30, 2012 and 2011. Geographic area is based on the location of where the products were shipped or services rendered. (this appears to have a real format problem - see pg 17 under management discussion



United States
of America


Europe


Asia


Total

Three months ended June 30, 2012:









EMBASSY® digital security products and services


5,004,840


970,610


142,800


6,118,250

Safend endpoint data loss protection products and services


606,925


623,786


412,513


1,643,224

Total


5,611,765


1,594,396


555,313


7,761,474

% of Total Revenue


72

%

21

%

7

%

100

%

Three months ended June 30, 2011:









EMBASSY® digital security products and services


$

7,156,028


$

859,240


$

78,858


$

8,094,126

Safend endpoint data loss protection products and services


—


—


—


—

Total


7,156,028


859,240


78,858


8,094,126

% of Total Revenue


88

%

11

%

1

%

100

%






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