responsys inc (MKTG:NASDAQ GS)
responsys inc (MKTG) Key Developments
Responsys, Inc. introduced the Responsys Interact Marketing Cloud in front of more than 1,000 attendees at Responsys Interact 2013. New platform innovation centers the Interact Marketing Cloud entirely around the customer, redefining the way the world's best marketers manage their digital relationships and deliver the right marketing to their customers across email, mobile, social, display and the web. In support of this shift toward putting the customer at the center of marketing, the Interact Marketing Cloud enables marketers to build a complete profile of their individual customers, design highly personalised digital interactions and orchestrate sophisticated marketing programs across the digital channels. The latest innovations to the Interact Marketing Cloud span the company's core product lines: Interact Profile: Building Data-Driven Customer Profiles, Interact Profile enables marketers to combine marketing data like demographic, campaign response, behavioral, social, and preference into a complete picture of the customer and how they are engaging with the brand. New to Interact Profile is cross-channel preference management technology called Interact Preference, which gives marketers a single source of truth for customer contact preferences. It works across channels and supports marketers' compliance with increasing rules and regulations surrounding marketing communications. Also new to Interact Profile is an innovative solution that incorporates mobile insights into the customer profile. This new Interact Profile capability, delivered in partnership with Velti, will help marketers address the number one challenge when it comes to growing their mobile marketing programs measuring mobile ROI(ii). The solution gives marketers access to robust insights about mobile visitors, including clicks, conversions, pages viewed, browser and device OS and type. This information can then be used to target known users with highly relevant cross-channel messages based on their interests and mobile profile. Interact Program: Orchestrating Cross-Channel Marketing Interactions, Interact Program, first released in 2009 and now in use by the world's most progressive brands, is designed to help marketers orchestrate interactions for individual consumers at massive scale. Interact Program continues to expand its cross-channel interaction capabilities with the latest round of innovation focused on display advertising. Responsys has re-architected its display advertising technology to provide access to millions of impressions on new display advertising networks, which will give customers the ability to deliver highly individualized display ads in new ways, including across mobile devices and social networks.
Responsys, Inc. Presents at Stephens Spring Investment Conference, Jun-05-2013 01:00 PM. Venue: The New York Palace Hotel, New York, New York, United States. Speakers: Daniel D. Springer, Chairman and Chief Executive Officer.
Responsys, Inc. has partnered with JetBlue Airways, to help the airline build individual customer relationships at scale through more sophisticated digital marketing. Responsys adds JetBlue, to its already extensive list of travel clients, including 12 global airlines, such as Deutsche Lufthansa, Southwest Airlines and United Airlines. Adopting an approach that puts the customer at the center of its digital marketing, JetBlue will utilize the industry leading Responsys Interact Suite as its technology platform to create more individualized, orchestrated and automated email marketing programs. While helping JetBlue maintain its laser focus on continuously improving customer experiences, the Responsys platform will provide the scalability and flexibility needed to maintain pace with the company's dynamic and fast paced business.
Responsys, Inc. - Shareholder/Analyst Call
Responsys, Inc. reported consolidated earnings results for the first quarter ended March 31, 2013. For the quarter, the company reported total revenue of USD 48.501 million compared to USD 38.054 million a year ago. Operating income was USD 3.223 million compared to USD 3.655 million a year ago. Income before income taxes were USD 2.890 million compared to USD 3.607 million a year ago. Net income was USD 1.516 million compared to USD 2.097 million a year ago. Basic and diluted net income per share were USD 0.03 compared to USD 0.04 a year ago. Total non-GAAP operating income was USD 6.506 million compared to USD 5.643 million a year ago. Total non-GAAP income before taxes was USD 6.173 million compared to USD 5.595 million a year ago. Total non-GAAP net income was USD 3.739 million compared to USD 3.478 million a year ago. Diluted non GAAP net income per share were USD 0.07 compared to USD 0.07 a year ago. Net cash provided by operating activities were USD 4.423 million compared to USD 5.693 million a year ago. Purchases of property and equipment were USD 3.640 million compared to USD 1.936 million a year ago. The company establishes second quarter 2013 revenue guidance of USD 45.5 million to USD 46.5 million. Non-GAAP net income is expected to be approximately USD 0.02 per diluted share. Expected non-GAAP net income for the quarter excludes an estimated USD 0.7 million in amortization of acquired intangibles and an estimated USD 2.9 million in stock-based compensation expense. Non-GAAP net income per diluted share is based on estimated weighted average diluted shares outstanding of 53.6 million. Cash flow from operations expected to be higher than its first quarter and capex to be higher than in the first quarter of around USD 6 million. The company raises 2013 annual revenue guidance from USD 188 million to USD 192 million to USD 190 million to USD 193 million. The company is revising its expectation for fiscal 2013 non-GAAP net income from approximately USD 0.16 to USD 0.18 per diluted share to approximately USD 0.18 per diluted share. Non-GAAP net income for the full year excludes an estimated USD 1.8 million in amortization of acquired intangibles and an estimated USD 12.2 million in stock-based compensation expense. Non-GAAP net income per diluted share is based on weighted average diluted shares outstanding of 54 million. Non-GAAP net income outlook for the fiscal year 2013 assumes an effective non-GAAP tax rate of 35%.

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Industry Analysis
MKTG
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| Valuation | MKTG | Industry Range |
| Price/Earnings | 97.0x |
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| Price/Sales | 3.6x |
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| Price/Book | 3.9x |
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| Price/Cash Flow | 90.1x |
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| TEV/Sales | 3.0x |
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