Citrix in den Keller......... - 500 Beiträge pro Seite

[Vorstopper]

Citrix minus 9% ???? Weiß jmd. näheres ???

Gruß Vorstopper

[jacop]

#1
Schau mal hier nach: http://www.citrix.com/site/NE/events/event.asp?eventID=13310…

[Vorstopper]

Danke
kann aber leider nichts negatives erkennen. Oder sind die Zahlen (wahrscheinlich) so schlecht

Gruß Vorstopper

[jacop]

So wie`s aussieht,erzielte Citrix im 1.Quartal 2004 einen Nettogewinn von 0,05 $ je Aktie!

Im Vorjahr waren es noch 0,18 $!!!!!

Das könnte der Grund sein!

[jansche]

na dann mal wieder auf zu $5 - schliesslich habe ich beim letzten mal den zug verpasst

[Vorstopper]

Juni 2002 ?????


gruß Vorstopper

[erfg]

Unsinn! Der Quartalsgewinn ist auf Grund von Einmalaufwänden so niedrig ausgefallen. Ohne diese läge er bei 19$Cent pro Aktie!

[erfg]

Es gibt überhaupt keinen Grund zur Panik. Der Kursrückgang entstand durch den nachbörslichen Handel gestern, bei dem durch die vorauseilende Verkaufspanik einiger Anleger der Kurs unter Druck kam.
Ich kann nicht sehen was an den Zahlen und am Ausblick schlecht sein soll:

Press Release Source: Citrix Systems, Inc.

Citrix Reports First Quarter Earnings
Wednesday April 21, 4:10 pm ET
First Quarter Revenues of $161.3 Million; GAAP Earnings Per Share of $0.05 Include Debenture Redemption and Expertcity Acquisition Costs; Adjusted Earnings Per Share of $0.19


FORT LAUDERDALE, Fla.--(BUSINESS WIRE)--April 21, 2004-- Citrix Systems, Inc. (Nasdaq:CTXS - News), the global leader in access infrastructure solutions, today reported results for the first quarter ended March 31, 2004.

FINANCIAL RESULTS

Revenues for the three months ended March 31, 2004 were $161.3 million, compared to $143.5 million in the same period of the prior year, a 12.4% increase. Net income was $9.3 million for the first quarter of 2004, or $0.05 per diluted share on a GAAP basis, compared to $30.3 million, or $0.18 per diluted share on a GAAP basis, in the comparable period of the prior year. As expected, GAAP net income and GAAP earnings per share were down in the first quarter of 2004 as compared to the comparable period of the prior year due to a charge for in-process research and development of $18.7 million in connection with the acquisition of Expertcity and a charge of approximately $7.2 million for the write-off of deferred debt issuance costs associated with the redemption of the company`s convertible subordinated debentures. Net income, adjusted to exclude the effects of these charges and the amortization of intangible assets primarily related to business combinations, was $32.8 million for the first quarter of 2004, or $0.19 per diluted share, compared to $32.2 million, or $0.19 per diluted share, in the comparable period of the prior year.

" We`re reporting solid results for the first quarter, and I am quite pleased," said Mark Templeton, president and chief executive officer for Citrix. " Our results for the first quarter demonstrate we are building on the progress and momentum we established last year. Our focus is paying off - access is a growing strategic priority for organizations, and Citrix access infrastructure is a compelling solution. The integration of Expertcity as the Citrix Online Division is on track, giving us new access products, broader customer reach and additional subscription revenue.

" We will continue to focus on defining, building and leading the access infrastructure market."

FINANCIAL HIGHLIGHTS

Net revenues for the first quarter increased approximately 12.4% over the comparable period last year.
Deferred revenue increased by $18.6 million, or approximately 11%, during the quarter to a total of $183.7 million.
Operating margin was 10.4% for the quarter; adjusted operating margin was 24.3% for the quarter, excluding the effects of write-offs for in-process research and development and amortization of intangible assets primarily related to business combinations.
Cash flow from operations was approximately $78 million for the quarter.
Cash and investments totaled approximately $536 million at the end of the quarter.
During the quarter, the company repurchased approximately 0.7 million shares at an average net price per share of $20.96.
In March, the company redeemed its zero coupon convertible subordinated debentures due in March 2019 for a total of approximately $355.7 million for all outstanding debentures, resulting in a write-off of deferred debt issuance costs of approximately $7.2 million.
In February, the company closed on its acquisition of Expertcity, paying approximately $231 million in cash and stock to Expertcity shareholders.
CUSTOMER HIGHLIGHTS

Citrix closed several large deals during the quarter, including Group Deutsche Post World Net, IZB SOFT, Sadia S/A, Sonepar Germany and Ysleta Independent School District.

Group Deutsche Post World Net is one of the largest and most productive logistics providers in the world. The company`s regional subsidiary in Darmstadt, Germany, has licensed over 7,000 seats of Citrix® MetaFrame® Presentation Server to provide fast company-wide access to business-critical data.

IZB SOFT, a leading German IT company with 900 employees in Munich and Nuremberg, assisted 81 Bavarian savings banks and other institutions in the selection and implementation of a common development platform. IZB SOFT was contracted to re-centralize the IT systems for all 81 banks. By licensing 38,725 seats of Citrix MetaFrame Presentation Server, IZB SOFT has reduced overall operational costs.

Sadia S/A is Brazil`s market leader in the production and sale of frozen and refrigerated chicken, turkey and pork products. The company has 40 sites around Brazil and looked to Citrix access infrastructure when it designed its access strategy. Using Citrix MetaFrame Presentation Server, nearly 4,000 Sadia employees will have secure anytime, anywhere access to SAP and over 200 other business-critical applications.

Sonepar Germany, a leading provider of electrical products and services, has implemented 1,500 seats of Citrix MetaFrame Presentation Server, with an additional 1,200 scheduled for deployment. With Citrix access infrastructure, Sonepar Germany provides its employees with instant, centralized and secure remote access to applications such as SAP, Microsoft® Office and SQL.

Located in El Paso, Texas, the Ysleta Independent School District (Ysleta ISD) is a Big 8 Texas School District recognized for its progressive approach to teaching and its focus on technology. The Ysleta Independent School District was the first urban school district in the state of Texas to be rated a " Recognized School District" and continues to receive national recognition for being a leader in educational innovation and achievement. To ensure that access to the application that tracks student performance is easily, securely and remotely available, Ysleta ISD has deployed 2,000 licenses of Citrix MetaFrame Presentation Server.

CITRIX ONLINE DIVISION

On February 27, 2004, Citrix completed the acquisition of Expertcity, Inc., the market leader in Web-based desktop access services. Citrix acquired Expertcity for approximately $231 million, comprised of approximately $113 million in cash and 5.6 million shares of the company`s stock valued at approximately $118 million. Additional purchase price consideration of up to 0.6 million shares of the company`s stock will be issued to Expertcity stockholders if certain financial milestones are achieved by the Expertcity business in 2004. Expertcity now operates as the Citrix Online Division. Financial results for the three months ended March 31, 2004, include the financial results of the Citrix Online Division after the closing date of the acquisition.

As a result of the acquisition, Citrix`s access infrastructure product portfolio now includes GoToMyPC® and GoToAssist(TM). GoToMyPC is a popular software service for secure, browser-based and managed access to desktop PCs from anywhere. GoToAssist provides secure and reliable Web-based technical support and customer collaboration.

PRODUCT HIGHLIGHTS

During the quarter, Citrix Online announced Citrix GoToMeeting(TM), a next-generation Web-based collaboration service that provides the easiest, most secure and most cost-effective means for conducting meetings and demonstrations online. Citrix GoToMeeting makes instant real-time meetings with desktop-based applications simple, secure and easy. Two versions will be available for customer trial in the second quarter: Citrix GoToMeeting for individual professionals and small business, and Citrix GoToMeeting Corporate for the enterprise.

In March, Citrix announced the general availability of Citrix MetaFrame Secure Access Manager 2.2, a key component of the Citrix MetaFrame Access Suite. The latest version supports increased mobility and flexibility by enabling access to Microsoft Outlook synchronization and offering workers additional choices in user interfaces based on their requirements. MetaFrame Secure Access Manager is the most cost-effective access infrastructure solution, providing fast deployment and secure, single-point access to aggregated information over the Web based on roles and access policies - without compromising ease of access.

In other product news, during the first quarter Citrix announced enhanced security and identity management capabilities within Citrix MetaFrame Password Manager, the most efficient single sign-on solution for accessing all password-protected applications, whether running in a Citrix or non-Citrix environment. These enhanced capabilities include out-of-the-box support for a broad range of authentication devices - smart cards, tokens, biometrics, and proximity devices - from 14 vendors including RSA Security, PassGo, Secure Computing, SAFLINK Corporation, NetMaker and Ensure.

Citrix accessPARTNER Network

At January`s Citrix Solutions Summit(TM), the company`s annual global partner conference, Citrix unveiled the Citrix accessPARTNER network, the new name for the company`s global network of partners. The new partner network unifies a strong ecosystem of solution advisors, educators and alliance partners to meet specific customer needs in developing and executing an access strategy.

In addition to the new partner network, Citrix introduced Advisor Rewards, a program that provides a new way for Citrix channel partners to enhance their profitability from sales of the Citrix MetaFrame Access Suite. Combining the industry`s best incentive vehicles, Advisor Rewards provides monetary rewards for Citrix Solution Advisors (formerly resellers within the Citrix Solutions Network(TM)) that register deals, submit sales forecasts earlier in the volume licensing sales process and provide value-based solution selling around the Citrix MetaFrame Access Suite. The rewards can reach as high as 10 percent incremental margin of the suggested licensing price of the products sold and are available to Citrix Solution Advisors. The new program gives Solution Advisors a fixed commission rate for driving demand - no matter where the customer fulfills the licenses - rewarding value-added selling efforts.

ALLIANCE HIGHLIGHTS

During the first quarter, Citrix strengthened existing relationships and forged new ones with key partners including IBM, Verizon Wireless, and Intel.

At the CeBIT conference in Hannover, Germany, Citrix announced that it would work with Intel through the Mobilized Software Initiative (MSI) to enable enterprises and ISVs to deploy applications for mobile devices. Citrix and Intel are working with organizations in the finance, education, healthcare and government sectors to architect mobile solutions that leverage the benefits of the Citrix MetaFrame Access Suite.
Citrix announced that it joined IBM`s new Orchestration and Provisioning Automation Library (OPAL) initiative, which is designed to capture IT best practices and turn them into " workflows" for automating manually driven IT tasks. As an OPAL participant, Citrix worked with IBM Tivoli to develop a workflow for automatically provisioning Citrix MetaFrame Presentation Server environments using IBM Tivoli orchestration and provisioning products.
Citrix, Verizon Wireless and Zumasys announced the completed rollout of Citrix access infrastructure over Verizon Wireless` BroadbandAccess high-speed wireless service. The three companies worked together to deliver this solution to Continental Laboratory Products, which is using it to give its direct sales force on-demand wireless access to corporate information and Web content from the field.
The Citrix Online Division announced an alliance with Sharp to make remote access to desktop PCs easier and more cost-effective. Under the agreement, Citrix GoToMyPC, the market-leading remote desktop access service, will now come with every Sharp Actius MM20 notebook computer.
BUSINESS OUTLOOK

Citrix management offers the following guidance for the quarter ending June 30, 2004:

Revenue is expected to be in the range of $170 million to $180 million for the quarter ending June 30, 2004.
GAAP earnings per share is expected to be in the range of $0.14 to $0.16 for the quarter ending June 30, 2004.
Adjusted earnings per share, which excludes the amortization of intangible assets primarily related to business combinations, is expected to be in the range of $0.16 to $0.18 for the quarter ending June 30, 2004.
The above statements are based on current expectations. These statements are forward-looking, and actual results may differ materially.

[erfg]

Citrix baut Position aus

Der Softwarehersteller für IT-Infrastruktur Citrix ist weiter auf Erfolgskurs. Der Umsatz wuchs um zwölf Prozent, allerdings brach der Gewinn ein.
Citrix verbuchte im ersten Quartal des Geschäftsjahres 2004 einen Umsatz von 161,3 Millionen Dollar (Vorjahr 143,5 Millionen Dollar). Der Nettogewinn hingegen schrumpfte von 30,3 Millionen Dollar im Vorjahr auf 9,3 Millionen Dollar. Das Unternehmen führt das auf Kosten zurück, die in Zusammenhang mit der Übernahme von Expertcity anfielen, die im Februar abgeschlossen wurde. Die Expertcity-Desktop-Produkte werden künftig über die Citrix-Online-Division vermarktet. In Deutschland ist das Unternehmen laut Marketing-Manager Klaus Scheibe noch erfolgreicher als in anderen Ländern. Das wird auch dadurch dokumentiert, dass der Vorverkauf für die beiden Partner- und Kundenveranstaltungen Anfang Mai in München wesentlich besser verläuft als im vorigen Jahr. http://www.citrix.de

Dr. Jakob Jung [e-mail]