KiK...SEAC. I think they come in higher than analyst #s actually. I know the company was talking to shareholders back in January about hiring a new IR firm and announcing deals "after the quiet period ends". I think that got moved up into March as the stock price dropped. I've found that companies that are doing well like to talk, those that aren't keep quiet. During the Needham conference in mid-January they were standing by their Q4 guidance and 20% growth for next year. I know that the world is different since then, but I also know they have hired 4 new people in March alone from Linkedin resume's showing March starting dates. So they aren't making cuts or holding back.
Off the top of my head......Sales Director in NY, Sales consultant in Mexico, IT Recruiter in Poland. Can't remember the 4th. They were also running a new ad last week for a programmer in Poland.
Another hint......They also have discussed in cc calls where their old way of doing maintenance on legacy contracts is through "professional services" and that should end in Q4. Going forward they will have Customer Engineers be more embedded directly with their large customers to aid them. I mention this because look at his guy's Linkedin resume. He used to work for Cox in January and now he works for SEAC and he's in Atlanta and he's a Customer Solutions Engineer. Hmmmmm?!!
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