Here is the transcript

[admin]

http://seekingalpha.com/article/1850681-...transcript

[admin]

That is a hefty transcript by the way, something to get one's teeth in for quite some time..

[Mountainbiker]

That is a hefty transcript by the way, something to get one's teeth in for quite some time..

I hope they can incorporate the videos into the "replay" webcast. That will add a lot of info such as the demo of the NQ live.

[admin]

Omar Khan ["And I think we are going to look forward to sharing results of that with you over the next several quarters 215% over the last two quarters we’ve grown the gaming business. Again tangible results of our platform strategy working. 232% over the last two quarters are advertising business going, the broadening of our monetization strategy, 268% which is the growth and I’ll call it out here for a second which is the growth of the enterprise software and services business.

And in addition to that over that same timeframe while hardware grew 234%, 80% growth just year-over-year from active monthly user accounts. So active month users continue to grow but what was working now is the fact that we are broadening our monetization capabilities of how we get active users to pay us whether it would be through direct subscription or whether it would be through advertising revenues which had a record of $11 million last quarter are accounting for 20% of our business."]

[admin]

Omar Khan ["All while we redelivered 19% margin expansion it’s an extremely important statement which is the fact that if we can grow our business from individual business lines leveraging things like gaming, leveraging things like advertising from a monetization but at the same time delivering leverage and scale in the business model by expanding margins"]

[admin]

K.B Teo [" in 2014. We expect net revenue to shift between $305 million to $310 million, which represents approximately 50% year-over-year growth."]

["We expect mobile VAS or mobile value-added services to constitute 45% to 50% of our revenue. Mobile VAS includes both mobile security and gaming, mobile advertising to constitute between 20% to 25% and enterprise mobility to constitute 25% to 30%."]

[admin]

Omar Khan ["In the third quarter alone, we’ve generated over $60 million third-party app downloads for our third-party partners. We’ve generated over $3 million in advertising revenue that we shared with publishers. We generated nearly $2 million of revenue share or gaming revenues that we shared with third-party developers. This is that means by which you measure a successful platform company"]

[admin]

CEO Henry Yu Lin PhD ["Just for example, I mean, we just have acquired a small company called Tianya. It’s profile in mobile healthcare service. If we integrate audio technology, image technology and sensor technology all together and we can provide much better mobile healthcare service for every users in the world.. And it will be a tremendous I mean huge potential market, new market."]

[admin]

CEO Henry Yu Lin PhD ["We just launched this new service half a year ago, so it has already I’m become a number two music search engine service in the world. We’ve just signed a deal with China Mobile]

[admin]

CEO Henry Yu Lin PhD ["And we will also expand this technology integrated with for example the TV programs and audio programs. See I mean if you sit before a TV set and using a smartphone to record four seconds of audio and in the caller side we will know which kinds of TV program you are watching. And we can push the TV, advertisement to normal uses or connect mobile users to the TV program."]