Dycom Industries Inc (DY) |
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Dycom Industries Inc's Customers Performance
DY
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DY's Source of Revenues |
In the Q3, Dycom Industries Inc 's corporate clients experienced a reduction by -3.7 % in their costs of revenue, compared to a year ago, sequentially costs of revenue grew by 4.32 %. During the corresponding time, Dycom Industries Inc recorded revenue increase by 10.11 % year on year, sequentially revenue grew by 9.08 %. While revenue at the Dycom Industries Inc 's corporate clients recorded rose by 4.38 % year on year, sequentially revenue grew by 3.09 %.
• List of DY Customers
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Customers of Dycom Industries Inc saw their costs of revenue decrease by -3.7 % in Q3 compare to a year ago, sequentially costs of revenue grew by 4.32 %, for the same period Dycom Industries Inc recorded revenue increase by 10.11 % year on year, sequentially revenue grew by 9.08 %.
• List of DY Customers
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Customers Net Income fell in Q3 by |
Customers Net margin fell to % |
-46.57 % |
2.24 % |
Dycom Industries Inc's Comment on Sales, Marketing and Customers
We have established relationships with many leading telecommunications providers,
including telephone companies, cable television multiple system operators, wireless
carriers, telecommunication equipment and infrastructure providers, and electric
and gas utilities and others. Our customer base is highly concentrated, with our
top five customers accounting for approximately 61.1%, of our total revenues.
We derived approximately 20.8% of our total revenues from AT&T Inc., 14.2%
from CenturyLink, Inc., 12.9% from Comcast Corporation, 7.6% from Verizon Communications,
Inc. and 5.6% from another significant customer. We believe that a substantial
portion of our total revenues and operating income will continue to be generated
from a concentrated group of customers.
We serve our markets locally through dedicated and experienced personnel. Our
sales and marketing efforts are the responsibility of our subsidiaries management
teams who possess intimate knowledge of their particular markets, allowing us
to be responsive to customer needs. Our executive management team supplements
these efforts, both at the local and national levels, focusing on contact with
the appropriate managers within our customers organizations.
We perform a majority of our services under master service agreements and other
arrangements that contain customer-specified service requirements, such as discrete
pricing for individual tasks. We generally have multiple agreements with each
of our significant customers. To the extent that such agreements specify exclusivity,
there are often a number of exceptions, including the customers ability to
issue work orders valued above a specified dollar amount to other service providers,
the performance of work with the customers own employees, and the use of other
service providers when jointly placing facilities with another utility. In most
cases, a customer may terminate an agreement for convenience with written notice.
Historically, multi-year master service agreements have been awarded primarily
through a competitive bidding process; however, we are occasionally able to
extend a portion of these agreements through negotiations. We provide the remainder
of our services pursuant to contracts for specific projects. These contracts
may be long-term (with terms greater than one year) or short-term (with terms
generally three to four months in duration) and often include customary retainage
provisions under which the customer may withhold 5% to 10% of the invoiced amounts
pending project completion.
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Dycom Industries Inc's Comment on Sales, Marketing and Customers
We have established relationships with many leading telecommunications providers,
including telephone companies, cable television multiple system operators, wireless
carriers, telecommunication equipment and infrastructure providers, and electric
and gas utilities and others. Our customer base is highly concentrated, with our
top five customers accounting for approximately 61.1%, of our total revenues.
We derived approximately 20.8% of our total revenues from AT&T Inc., 14.2%
from CenturyLink, Inc., 12.9% from Comcast Corporation, 7.6% from Verizon Communications,
Inc. and 5.6% from another significant customer. We believe that a substantial
portion of our total revenues and operating income will continue to be generated
from a concentrated group of customers.
We serve our markets locally through dedicated and experienced personnel. Our
sales and marketing efforts are the responsibility of our subsidiaries management
teams who possess intimate knowledge of their particular markets, allowing us
to be responsive to customer needs. Our executive management team supplements
these efforts, both at the local and national levels, focusing on contact with
the appropriate managers within our customers organizations.
We perform a majority of our services under master service agreements and other
arrangements that contain customer-specified service requirements, such as discrete
pricing for individual tasks. We generally have multiple agreements with each
of our significant customers. To the extent that such agreements specify exclusivity,
there are often a number of exceptions, including the customers ability to
issue work orders valued above a specified dollar amount to other service providers,
the performance of work with the customers own employees, and the use of other
service providers when jointly placing facilities with another utility. In most
cases, a customer may terminate an agreement for convenience with written notice.
Historically, multi-year master service agreements have been awarded primarily
through a competitive bidding process; however, we are occasionally able to
extend a portion of these agreements through negotiations. We provide the remainder
of our services pursuant to contracts for specific projects. These contracts
may be long-term (with terms greater than one year) or short-term (with terms
generally three to four months in duration) and often include customary retainage
provisions under which the customer may withhold 5% to 10% of the invoiced amounts
pending project completion.
DY's vs. Customers, Data
(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)
COMPANY NAME |
MARKET CAP |
REVENUES |
INCOME |
EMPLOYEES |
Dycom Industries Inc |
4,246.46 |
3,458.47 |
126.68 |
11,159 |
The Aes Corporation |
10,586.06 |
12,668.00 |
-182.00 |
8,450 |
Berkshire Hathaway Inc |
492,047.10 |
349,271.00 |
77,710.00 |
0 |
Constellation Energy Corporation |
53,794.00 |
26,395.00 |
761.00 |
11,696 |
Chesapeake Energy Corporation |
10,001.92 |
8,721.00 |
2,419.00 |
0 |
Comcast Corporation |
178,849.21 |
121,572.00 |
15,107.00 |
189,000 |
Centerpoint Energy Inc |
17,681.74 |
8,696.00 |
917.00 |
12,901 |
Dominion Energy Inc |
46,512.53 |
17,769.00 |
1,717.00 |
17,100 |
Dte Energy Co |
22,624.79 |
12,745.00 |
1,397.00 |
10,300 |
Consolidated Edison Inc |
31,090.96 |
14,663.00 |
2,516.00 |
13,871 |
Eversource Energy |
20,694.02 |
11,910.71 |
-434.72 |
9,227 |
Firstenergy Corp |
21,930.95 |
12,870.00 |
1,176.00 |
12,395 |
Frontier Communications Parent Inc |
5,751.67 |
5,751.00 |
29.00 |
17,600 |
Lumen Technologies inc |
1,544.02 |
15,378.00 |
-10,661.00 |
36,000 |
Level 3 Parent Llc |
0.00 |
7,142.00 |
-6,887.00 |
12,500 |
Oneok Inc |
37,730.99 |
17,677.00 |
2,659.00 |
2,847 |
Pg and e Corp |
34,291.92 |
24,428.00 |
2,256.00 |
26,000 |
Pinnacle West Capital Corporation |
8,197.78 |
4,695.99 |
518.78 |
91 |
Ppl Corporation |
19,857.15 |
8,571.00 |
817.00 |
5,607 |
Sprague Resources Lp |
524.73 |
4,895.98 |
-99.44 |
600 |
At and t Inc |
124,630.25 |
122,428.00 |
15,623.00 |
203,000 |
Verizon Communications Inc |
168,635.28 |
133,974.00 |
12,095.00 |
118,400 |
Xcel Energy Inc |
28,711.17 |
25,652.00 |
1,771.00 |
11,321 |
SUBTOTAL |
1,335,688.24 |
967,873.68 |
121,224.62 |
718,906 |
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