WallStreet OTC recently hosted investor meetings with ARC CFO John Troth and Vice President of Inventor Relations David Stickney. OTC continues to believe that the company is directed in the right direction towards driving better top line growth and will benefit from operating leverage as growth picks up.
The company is on its way to becoming a larger, full service, content management provider capable of handling any kind of document for all parts of its life cycle after initial creation. The focus of the majority of investor questions was on understanding the drivers of the company’s document management strategy and the connections between ARC’s legacy role to the new role of managing a company’s print infrastructure. OTC’s 2015 estimates remain virtually unchanged with a revenue growth of 4.3% to $437.8 million adjusted EBITDA of $75.2 million and adjusted EPS of $0.35.