Sunday, May 6, 2012

On Thursday Night, Will Mattersight Report Any GAAP Continuing Operations-Derived EPS?

As can be seen on pages 16 to 17 of the most recent SEC-filed Form 10-K for Mattersight, all the net income from operations in the fourth quarter of 2011 came from discontinued operations -- the ICS businesses since sold to TeleTech.

So, will the Behavioral Analytics franchise -- Mattersight's central bussiness line -- show any GAAP EPS for the first quarter of 2012, when it reports Thursday night?

We shall see. At mid-week, I'll post my guesses, on a line by line basis, as to where the selected financial data will land -- for the first quarter of 2012. Hint: I am expecting a net loss from operations, though slightly lower losses than those reported in Q4 2011 for the continuing operations.

I do see a significant ramp up in cost of services and sales, though -- as the big data solution is not all that scalable. Do stay tuned.

And, as ever, be careful out there.

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