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Arbinet Announces Third Quarter 2009 Financial Results

TMCNet:  Arbinet Announces Third Quarter 2009 Financial Results

[November 05, 2009]

Arbinet Announces Third Quarter 2009 Financial Results

NEW BRUNSWICK, N.J., Nov. 5 /PRNewswire-FirstCall/ -- Arbinet Corporation (NasdaqGM: ARBX), a leading provider of innovative voice and IP solutions for buying and selling telecommunications capacity, today reported financial results for the third quarter ended September 30, 2009.

Third quarter 2009 fee revenues were $8.1 million, a 7% decrease from the second quarter 2009 and a 31% decrease from the third quarter 2008. A total of 2.5 billion minutes were bought and sold on Arbinet's platform in the third quarter 2009, compared with 3.1 billion minutes in the third quarter 2008. Arbinet completed 280 million calls during the third quarter 2009, compared with 401 million calls in the third quarter 2008. The average call duration of calls completed during the third quarter 2009 was 4.5 minutes per call, compared with 3.9 minutes per call in the third quarter 2008.

The Company's net loss from continuing operations in the third quarter 2009 was ($3.7) million, or ($0.17) per diluted share, compared with net loss from continuing operations of ($4.1) million, or ($0.18) per diluted share in the third quarter 2008. Third quarter 2009 results include a non-cash foreign currency transaction loss of $685,000.

In commenting on the Company's third quarter results, Shawn O'Donnell, President and Chief Executive Officer of Arbinet stated, "Over the past year, our focus has been on right-sizing our cost structure, focusing on our international long distance business, expanding our product offerings to leverage our core competencies, and enhancing the quality of the exchange. We are pleased that we continue to maintain high call quality as measured by average call duration. We have also substantially completed the restructuring of our sales force and continue to focus on training the sales force as we roll out new services. We are encouraged by the response received from our customers on our exciting new product offerings, and we will continue to evaluate and develop new services in the coming quarters.

"Despite the ongoing challenging market conditions and the traditional weakness of the third quarter for our industry, we are confident that the decisions we have made and the actions we are taking will position Arbinet for success as the global economy improves and will create long term value for our shareholders." As part of its cost savings initiatives, Arbinet also announced plans to relocate its corporate headquarters to an existing operations center in Herndon, Virginia where 52 of its employees are already located. The transition of the 17 employees and the closing of the New Jersey facility is expected to be completed in the fourth quarter of this year. An additional 22 sales and sales support employees have already been moved from the headquarters site to New York City.

Quarterly Conference Call Arbinet will host a conference call to discuss its third quarter 2009 results at 10:00 A.M. Eastern Time today.

The dial-in number for the live audio call beginning at 10:00 A.M. Eastern Time is 888-562-3654, or 973- 582-2703 for international callers; the passcode is 38913268. A live web cast of the conference call will be available on Arbinet's web site at http://www.arbinet.com/.

A replay of the call will be available from 1:00 P.M. Eastern Time on November 5, 2009 through midnight Eastern Time on November 12, 2009 at http://www.arbinet.com/ and by telephone at 800-642-1687, or 706- 645-9291 for international callers; the passcode is 38913268.

About Arbinet Corporation Arbinet is a leading provider of international voice and IP solutions to carriers and service providers globally. With more than 1100 carriers across the world utilizing the Arbinet network, Arbinet combines global scale with sophisticated platform intelligence, call routing and industry leading credit management and settlement capabilities. Customers and suppliers include many leading fixed line, mobile, wholesale and VoIP carriers as well as calling card, ISPs and content providers around the world who buy and sell voice and IP telecommunications capacity and content. The Company can be reached at its corporate headquarters in New Brunswick, NJ at +1.732.509.9100 or by email at sales@arbinet.com.

Forward-Looking Statements This press release contains forward-looking statements regarding anticipated future revenues, growth, capital expenditures, management's future expansion plans, expected product and service developments or enhancements, and future operating results. Such forward-looking statements may be identified by, among other things, the use of forward-looking terminology such as: "believes," "expects," "intends," "may," "will," "should," "seeks," "confident," or "anticipates," or the negative thereof or other variations thereon or comparable terminology, or by discussions of strategy that involve risks and uncertainties. Various important risks and uncertainties may cause our actual results to differ materially from the results indicated by these forward-looking statements, including, without limitation: members (in particular, significant trading members) not trading on our exchange or utilizing our new and additional services; continued volatility in the volume and mix of trading activity; our uncertain and long member enrollment cycle; the failure to manage our credit risk; failure to manage our new wholesale offerings; pricing pressure; investment in our management team and investments in our personnel; disruption or uncertainty resulting from recent changes in senior management; regulatory uncertainty; system failures, human error and security breaches that could cause us to lose members and expose us to liability; our ability to obtain and enforce patent protection for our methods and technologies; losses in efficiency due to cost cutting and restructuring initiatives; decreased trading volumes due to our efforts to increase call quality on our exchange; and economic conditions and volatility of financial markets, decreased availability of credit to us or buyers on our exchange, and the impact they may have on us and our members. For a further list and description of the risks and uncertainties we face, please refer to Part I, Item 1A of the Annual Report on Form 10-K, filed with the Securities and Exchange Commission on March 16, 2009, and other filings that have been filed with the Securities and Exchange Commission. We assume no obligation to update any forward-looking statements, whether as a result of new information, future events or otherwise and such statements are current only as of the date they are made.

ARBINET CORPORATION CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS ($ in thousands, except per share data) (Unaudited) Three Months Ended Nine Months Ended September 30, September 30, 2008 2009 2008 2009 ---- ---- ---- ---- Trading revenues $94,956 $75,862 $330,400 $231,019 Fee revenues 11,702 8,080 38,003 26,001 ------ ----- ------ ------ Total revenues 106,658 83,942 368,403 257,020 Cost of trading revenues 95,112 75,810 330,696 231,170 Indirect cost of trading and fee revenues 4,840 4,355 15,258 13,843 ----- ----- ------ ------ Total cost of trading and fee revenues 99,952 80,165 345,954 245,013 Gross Profit 6,706 3,777 22,449 12,007 Cost and expenses: Sales and marketing 2,409 1,997 8,200 5,659 General and administrative 2,162 2,476 8,292 7,513 Depreciation and amortization 1,921 1,788 5,637 5,400 Severance charges 1,277 361 1,277 361 Impairment charges 476 - 476 - --- --- --- --- Total operating expenses 8,245 6,622 23,882 18,933 Loss from operations (1,539) (2,845) (1,433) (6,926) Interest income 181 20 823 107 Interest expense (134) (197) (443) (520) Foreign currency transaction gain (loss) (2,372) (685) (2,360) 2,081 Other income (expense), net 94 66 178 237 -- -- --- --- Loss from continuing operations before income taxes (3,770) (3,641) (3,235) (5,021) Provision for income taxes 331 59 511 197 --- -- --- --- Loss from continuing operations (4,101) (3,700) (3,746) (5,218) Discontinued operations: Loss from discontinued operations (673) - (2,129) - ---- --- ------ --- Net loss $(4,774) $(3,700) $(5,875) $(5,218) ======= ======= ======= ======= Basic net loss per share: Continuing operations $(0.18) $(0.17) $(0.15) $(0.24) Discontinued operations (0.03) - (0.09) - ----- --- ----- --- Net loss $(0.21) $(0.17) $(0.24) $(0.24) ====== ====== ====== ====== Diluted net loss per share: Continuing operations $(0.18) $(0.17) $(0.15) $(0.24) Discontinued operations (0.03) - (0.09) - ----- --- ----- --- Net loss $(0.21) $(0.17) $(0.24) $(0.24) ====== ====== ====== ====== Dividends declared per common share $- $- $0.40 $- == == ===== == Weighted average shares used in computing basic net loss per share 23,067,698 21,650,782 24,314,886 21,775,704 ========== ========== ========== ========== Weighted average shares used in computing diluted net loss per share 23,067,698 21,650,782 24,314,886 21,775,704 ========== ========== ========== ========== Other comprehensive income: Net loss $(4,774) $(3,700) $(5,875) $(5,218) Cumulative unrealized gain (loss) in available-for- sale securities (52) - (60) (2) Foreign currency translation adjustment 1,274 462 1,275 (1,340) ----- --- ----- ------ Comprehensive loss $(3,552) $(3,238) $(4,660) $(6,560) ======= ======= ======= ======= ARBINET CORPORATION CONDENSED CONSOLIDATED BALANCE SHEETS ($ in thousands, except share data) (Unaudited) December 31, September 30, 2008 2009 ---- ---- ASSETS Current Assets: Cash and cash equivalents $16,224 $18,345 Marketable securities 7,926 6,264 Trade accounts receivable (net of allowance of $2,071 and $2,546) 28,176 19,920 Prepaids and other current assets 3,476 1,777 ----- ----- Total current assets 55,802 46,306 Property and equipment, net 20,868 18,471 Security deposits 2,130 1,678 Intangible assets, net 163 155 Other assets 395 323 --- --- Total Assets $79,358 $66,933 ======= ======= LIABILITIES AND STOCKHOLDERS' EQUITY Current Liabilities: Due to Silicon Valley Bank $371 $965 Accounts payable 12,924 8,258 Deferred revenue 2,770 1,680 Accrued and other current liabilities 7,552 6,744 Current liabilities of discontinued operations 473 100 --- --- Total current liabilities 24,090 17,747 Long-term debt 3,600 3,600 Deferred rent 1,862 2,004 Other long-term liabilities 61 65 -- -- Total liabilities 29,613 23,416 ------ ------ Commitments and Contingencies Stockholders' Equity: Preferred Stock, 5,000,000 shares authorized - - Common Stock, $0.001 par value, 60,000,000 shares authorized, 26,538,245 and 26,699,413 shares issued and outstanding 27 27 Additional paid-in-capital 173,867 175,423 Treasury stock, 3,988,819 and 4,697,553 shares (15,852) (17,076) Accumulated other comprehensive income 3,576 2,234 Accumulated deficit (111,873) (117,091) -------- -------- Total Stockholders' Equity 49,745 43,517 ------ ------ Total Liabilities and Stockholders' Equity $79,358 $66,933 ======= ======= Contacts: Gary Brandt Arbinet Corporation 732-509-9100 Andrea Priest / Andi Salas Joele Frank, Wilkinson Brimmer Katcher 212-355-4449 Arbinet Corporation CONTACT: Gary Brandt, Arbinet Corporation, +1-732-509-9100, or AndreaPriest or Andi Salas, both of Joele Frank, Wilkinson Brimmer Katcher,+1-212-355-4449 Web Site: http://www.arbinet.com/

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