PLUS...Came in w/ $1.22 EPS for the Q. Revenues seemed a tad light to an analyst on the call but ePlus said this was typically their slowest Q and they were going up a very strong Q last year. Also, weather played a small part. Sitting on over $76M in cash & equiv so maybe ripe for another acquisition? Forward looking statements in the cc were the most positive I have heard from ePlus in a long time w/o actually giving guidance (because they don't give guidance). All in all, the y/e #'s were strong, the Q4 #'s was so-so, but the tone of the cc seems to indicate a strong year going forward. We'll see how things look in a couple months when Q1 is reported.
- we believe that we'll continue to take market share from our competitors as we move forward. We think we'll continue to grow our services revenues at a bigger clip than our product revenues.
- So we feel pretty good both from where the market is and what we see in our forecast currently.
- we think we're very well-positioned both with the legacy and emerging vendors in the storage space and with some of the what I'd call customer-facing headcount that we added, we feel very good and positive about what the future holds.
- Based on what we've proved in the past, our gross margin percentages will continue to trend in the right direction.
- we believe that we're well-positioned for renewals. We believe we're well-positioned from a support standpoint. And we believe we're well-positioned to add on the optimized -- what I call optimized services, that managed services, staffing, and what we call enhanced maintenance services, which is where we provide level one and level two support for Cisco and NetApp customers
- The security stuff, what's really interesting is, obviously, it's top of mind with every, you know, management team at every company, it's top of mind at every Board with cybersecurity..."there's security opportunities within things we've already sold to our existing customer base".
- Well, acquisition is always part of our strategy. So, part of our, you know, one of our corporate objectives is to continue to build out our national footprint, and that's both organically, which you heard with the 6.5% headcount that we added, as well as acquisition which you heard with Evolve that gives us a greater SLED presence in the West Coast, gives us contracts that we can now leverage. And now the Evolve team is able to leverage the size and scale of ePlus.
The good news is a lot of the areas that are coming up, the hyper-converged and some of the storage plays that out there, meaning your flash and object storage and things like that, is we've already got the technical talent in that space.
- as it relates to a lot of the new technologies coming onboard, we've already built out our emerging technologies team. I mentioned we built out our national presales team that kind of supports some of those activities. And we continue to invest in what I call presales and post-sales engineers to be proficient in those areas. So a lot of them fit. The hyper-converged is really just a play on converged infrastructure, right? So we own no big investment there. http://seekingalpha.com/article/3220586-epluss-plus-ceo-phil-norton-on-q4-2015-results-earnings-call-transcript
In fact, our biggest thing, Bhavan, is, you know, based on what we've accomplished, a lot of the emerging vendors are obviously looking for us to take their technology or solutions to market, and you can only be so many things to so many people. So that's why we've created the emerging technologies and solutions go-to market themes to help us step through and look at the technologies that sit within the core focus areas that we sell and how it's complementary to what we're doing, and to keep training to a minimum where we can.
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