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Feedback
Hat jemand nähere Informationen zu dieser Firma (WKN 922161)?
Wie schätzt Ihr das/die Produkt(e) dieser Firma ein ?
danke für Infos !
gruss P.
Wie schätzt Ihr das/die Produkt(e) dieser Firma ein ?
danke für Infos !
gruss P.
Portale im Internet ist ja der letzte Schrei. Könnte mir vorstellen, dass die eine Software anbieten, um solche Portale zu realisieren und administrieren. Aber wie ihre Produkte aussehen, ihre Geschäftslage und Perspektiven sind, ist mir unbekannt.
so long
so long
PORTAL SOFTWARE INC
Pricing and Performance
NASDAQ Symbol PRSF
Kurs 19.11. 96,938 $
52 Wochen Tief 27,75$ / 52 Wochen Hoch 104,562
------------------------------------------------------------------------------
Business Overview
Develops, markets and supports real-time, scalable customer management and billing software for providers of Internet-based services. Products offer the real-time provisioning and reporting of various services to numerous customers.
Company Performance ($mil)
Revenue EPS Dividend Rate
1999 26.7 (0.59) 0.00
1998 NA NA NA
1997 NA NA NA
1996 NA NA NA
1995 NA NA NA
Growth Rate (%) NC NC NC
Industry Growth Rate (%) 20.92 (9.97) (7.90)
Current Investment Ratings
Analyst Consensus & Trend Insider Trend Index
First Call Consensus Estimates (11/17/99)
Period Mean EPS # of Brokers Year Ago EPS
Current Quarter (Oct/99) -0.11 9 NA
Current Fiscal Year (Jan/00) -0.34 10 -0.32
Pricing Momentum (11/17/99)
Company Industry S&P 500
5 Day Moving Avg. 81.52 32.40 55.36
10 Week Moving Avg. 55.54 27.11 52.45
200 Day Moving Avg. NC 25.62 55.38
This week`s momentum NC 157 106
Prior week`s momentum NC 140 101
Five Year Beta NC 1.12 1.00
Short Interest (10/12/99)
Company Industry S&P 500
Short Interest Shares 119,210 836,916 2,800,981
Short Interest Ratio 0.2 2.3 4.7
Key Measures (11/17/99)
Latest 12 Months/Most Recent Quarter
Company Industry S&P 500
P/E NE 276.6 30.5
Price/Book 63.38 7.70 5.03
Price/Sales 230.00 4.19 2.11
Price to Cash Flow NC 32.9 17.2
EPS (0.59) 0.12 1.83
Dividend Rate 0.00 0.06 0.68
ROE NE 6.5 17.2
Debt/Equity 0.02 0.26 1.10
Company Snapshot
Exchange NASDAQ National Markets
Industry Business Software & Svcs
Number of Employees 242
Chairman/CEO John E. Little
Address 20883 Stevens Creek Blvd., Cupertino, CA, 95014
Phone (408) 343-4400
Dividend Reinvestment Plan NO
Last Reported Ex-Dividend Date NA
Dividends Paid per Share YTD 0.00
Shares Out. (mil) 09/16/99 75.43
Market Cap. (mil) 11/17/99 6,071.71
Last Stock Split Factor NA NA
Pricing and Performance
NASDAQ Symbol PRSF
Kurs 19.11. 96,938 $
52 Wochen Tief 27,75$ / 52 Wochen Hoch 104,562
------------------------------------------------------------------------------
Business Overview
Develops, markets and supports real-time, scalable customer management and billing software for providers of Internet-based services. Products offer the real-time provisioning and reporting of various services to numerous customers.
Company Performance ($mil)
Revenue EPS Dividend Rate
1999 26.7 (0.59) 0.00
1998 NA NA NA
1997 NA NA NA
1996 NA NA NA
1995 NA NA NA
Growth Rate (%) NC NC NC
Industry Growth Rate (%) 20.92 (9.97) (7.90)
Current Investment Ratings
Analyst Consensus & Trend Insider Trend Index
First Call Consensus Estimates (11/17/99)
Period Mean EPS # of Brokers Year Ago EPS
Current Quarter (Oct/99) -0.11 9 NA
Current Fiscal Year (Jan/00) -0.34 10 -0.32
Pricing Momentum (11/17/99)
Company Industry S&P 500
5 Day Moving Avg. 81.52 32.40 55.36
10 Week Moving Avg. 55.54 27.11 52.45
200 Day Moving Avg. NC 25.62 55.38
This week`s momentum NC 157 106
Prior week`s momentum NC 140 101
Five Year Beta NC 1.12 1.00
Short Interest (10/12/99)
Company Industry S&P 500
Short Interest Shares 119,210 836,916 2,800,981
Short Interest Ratio 0.2 2.3 4.7
Key Measures (11/17/99)
Latest 12 Months/Most Recent Quarter
Company Industry S&P 500
P/E NE 276.6 30.5
Price/Book 63.38 7.70 5.03
Price/Sales 230.00 4.19 2.11
Price to Cash Flow NC 32.9 17.2
EPS (0.59) 0.12 1.83
Dividend Rate 0.00 0.06 0.68
ROE NE 6.5 17.2
Debt/Equity 0.02 0.26 1.10
Company Snapshot
Exchange NASDAQ National Markets
Industry Business Software & Svcs
Number of Employees 242
Chairman/CEO John E. Little
Address 20883 Stevens Creek Blvd., Cupertino, CA, 95014
Phone (408) 343-4400
Dividend Reinvestment Plan NO
Last Reported Ex-Dividend Date NA
Dividends Paid per Share YTD 0.00
Shares Out. (mil) 09/16/99 75.43
Market Cap. (mil) 11/17/99 6,071.71
Last Stock Split Factor NA NA
PORTAL SOFTWARE INC
Company Report
Pricing and Performance
Symbol 52 Wk High 52 Wk Low 52 Wk Avg. Vol. Report Date
PRSF 87.00 27.75 218,900 11/18/99
12 Month Performance Chart
Business Overview
Develops, markets and supports real-time, scalable customer management and billing software for providers of Internet-based services. Products offer the real-time provisioning and reporting of various services to numerous customers.
Company Performance ($mil)
Revenue EPS Dividend Rate
1999 26.7 (0.59) 0.00
1998 NA NA NA
1997 NA NA NA
1996 NA NA NA
1995 NA NA NA
Growth Rate (%) NC NC NC
Industry Growth Rate (%) 20.92 (9.97) (7.90)
Current Investment Ratings
Analyst Consensus & Trend Insider Trend Index
First Call Consensus Estimates (11/17/99)
Period Mean EPS # of Brokers Year Ago EPS
Current Quarter (Oct/99) -0.11 9 NA
Current Fiscal Year (Jan/00) -0.34 10 -0.32
Pricing Momentum (11/17/99)
Company Industry S&P 500
5 Day Moving Avg. 81.52 32.40 55.36
10 Week Moving Avg. 55.54 27.11 52.45
200 Day Moving Avg. NC 25.62 55.38
This week`s momentum NC 157 106
Prior week`s momentum NC 140 101
Five Year Beta NC 1.12 1.00
Short Interest (10/12/99)
Company Industry S&P 500
Short Interest Shares 119,210 836,916 2,800,981
Short Interest Ratio 0.2 2.3 4.7
Key Measures (11/17/99)
Latest 12 Months/Most Recent Quarter
Company Industry S&P 500
P/E NE 276.6 30.5
Price/Book 63.38 7.70 5.03
Price/Sales 230.00 4.19 2.11
Price to Cash Flow NC 32.9 17.2
EPS (0.59) 0.12 1.83
Dividend Rate 0.00 0.06 0.68
ROE NE 6.5 17.2
Debt/Equity 0.02 0.26 1.10
Company Snapshot
Exchange NASDAQ National Markets
Industry Business Software & Svcs
Number of Employees 242
Chairman/CEO John E. Little
Address 20883 Stevens Creek Blvd., Cupertino, CA, 95014
Phone (408) 343-4400
Dividend Reinvestment Plan NO
Last Reported Ex-Dividend Date NA
Dividends Paid per Share YTD 0.00
Shares Out. (mil) 09/16/99 75.43
Market Cap. (mil) 11/17/99 6,071.71
Last Stock Split Factor NA NA
Company Financials
Latest Quarter Balance Sheet ($mil)
07/99 NA % Change
Assets
Current Assets
Cash and Equivalents 71.0 NA NA
Receivables 12.7 NA NA
Inventories 0.0 NA NA
Other Current Assets 43.4 NA NA
Total Current Assets 127.0 NA NA
Non-Current Assets
Gross Fixed Assets 10.3 NA NA
Accum. Deprec. & Depletion 3.2 NA NA
Net Fixed Assets (Net PP&E) 7.1 NA NA
Intangibles 0.0 NA NA
Other Non-Current Assets 5.8 NA NA
Total Non-Current Assets 12.9 NA NA
Total Assets 139.8 NA NA
Liabilities & Stockholder`s Equity
Current Liabilities
Accounts Payable 4.4 NA NA
Short Term Debt 0.5 NA NA
Other Current Liabilities 37.4 NA NA
Total Current Liabilities 42.2 NA NA
Non-Current Liabilities
Long Term Debt 2.1 NA NA
Deferred Income Taxes 0.0 NA NA
Other Non-Current Liabilities 0.0 NA NA
Minority Interest 0.0 NA NA
Total Non-Current Liabilities 2.1 NA NA
Total Liabilities 44.4 NA NA
Shareholder Equity
Preferred Stock Equity 0.0 NA NA
Common Stock Equity 95.5 NA NA
Retained Earnings (34.2) NA NA
Total Equity 95.5 NA NA
Total Liabilities & Equity 139.8 NA NA
Shares Related
Total Common Shares Outstanding 75.4 NA NA
Preferred Shares 0.0 NA NA
Treasury Shares 0.0 NA NA
Latest Quarter Income Statement ($mil)
07/99 NA % Change
Operating Revenue 20.7 NA NA
Cost of Sales 4.5 NA NA
Gross Operating Profit 16.2 NA NA
Selling, Gen. & Admin. Expense 17.9 NA NA
Other Taxes 0.0 NA NA
EBITDA (1.6) NA NA
Depreciation & Amortization 3.6 NA NA
Operating Income After Depreciation (5.2) NA NA
Other Income, Net 1.0 NA NA
EBIT (0.4) NA NA
Interest Expense 0.0 NA NA
Minority Interest 0.0 NA NA
Pre-tax Income (EBT) (0.4) NA NA
Income Taxes 0.4 NA NA
Special Income/Charges 3.8 NA NA
Net Income fr Continuing Ops (0.8) NA NA
Net Income fr Discontinued Ops 0.0 NA NA
Extraordinary Income /Losses 0.0 NA NA
Net Income fr Total Operations (0.8) NA NA
Income fr Cum. Effect of Acct. Chg 0.0 NA NA
Income fr Tax Losses Carryforward 0.0 NA NA
Other Gains (Losses) 0.0 NA NA
Total Net Income (0.8) NA NA
Earnings and Distributions
Basic EPS fr Continuing Ops (0.01) NA NA
Basic EPS fr Tax Loss Carryf`d. 0.00 NA NA
Basic EPS, Total (0.01) NA NA
Diluted EPS fr Continuing Ops (0.01) NA NA
Diluted EPS fr Tax Loss Carryf`d. 0.00 NA NA
Diluted EPS, Total (0.01) NA NA
Dividends Paid per Share 0.00 NA NA
Preferred Dividends 0.0 NA NA
Annual Balance Sheet ($mil)
01/99 NA NA NA
Assets
Current Assets
Cash & Equivalents 11.8 NA NA NA
Receivables 14.5 NA NA NA
Inventories 0.0 NA NA NA
Other Current Assets 1.4 NA NA NA
Total Current Assets 27.7 NA NA NA
Non-Current Assets
Gross Fixed Assets (Plant, Prop. & Equip.) 6.5 NA NA NA
Accumulated Depreciation & Depletion 2.1 NA NA NA
Net Fixed Assets (Net PP&E) 4.4 NA NA NA
Intangibles 0.0 NA NA NA
Other Non-Current Assets 0.2 NA NA NA
Total Non-Current Assets 4.6 NA NA NA
Total Assets 32.2 NA NA NA
Inventory Valuation Method None NA NA NA
Liabilities, Stockholder`s Equity, & Shares
Current Liabilities
Accounts Payable 2.6 NA NA NA
Short Term Debt 4.6 NA NA NA
Other Current Liabilities 29.7 NA NA NA
Total Current Liabilities 36.9 NA NA NA
Long Term Debt 2.0 NA NA NA
Deferred Income Taxes 0.0 NA NA NA
Other Non-Current Liabilities 0.0 NA NA NA
Minority Interest 0.0 NA NA NA
Total Non-Current Liabilities 2.0 NA NA NA
Total Liabilities 38.9 NA NA NA
Shareholder Equity
Preferred Stock Equity 18.5 NA NA NA
Common Stock Equity (25.0) NA NA NA
Retained Earnings (27.9) NA NA NA
Total Equity (6.5) NA NA NA
Total Liabilities & Equity 32.4 NA NA NA
Shares Related
Total Common Shares 39.18 NA NA NA
Preferred Shares 28.65 NA NA NA
Treasury Shares 0.00 NA NA NA
Revenue ($M) Earnings Per Share ($) Cash Flow ($)
Annual Income Statement ($mil)
01/99 NA NA NA
Operating Revenue (Revenue/Sales) 26.7 NA NA NA
Cost of Sales 8.5 NA NA NA
Gross Operating Profit 18.2 NA NA NA
Selling, Gen. & Admin. Expense 32.0 NA NA NA
Other Taxes 0.0 NA NA NA
EBITDA (13.9) NA NA NA
Depreciation & Amortization 3.2 NA NA NA
Operating Income After Depreciation (17.1) NA NA NA
Other Income, Net 0.5 NA NA NA
EBIT (16.2) NA NA NA
Interest Expense 0.4 NA NA NA
Minority Interest 0.0 NA NA NA
Pre-tax Income (EBT) (16.7) NA NA NA
Income Taxes 0.7 NA NA NA
Special Income/Charges 0.3 NA NA NA
Net Income fr Continuing Ops (17.4) NA NA NA
Net Income fr Discontinued Ops 0.0 NA NA NA
Extraordinary Income/Losses 0.0 NA NA NA
Net Income fr Total Operations (17.4) NA NA NA
Income fr Cum. Effect of Acct Chg 0.0 NA NA NA
Income fr Tax Loss Carryf`d 0.0 NA NA NA
Other Gains (Losses) 0.0 NA NA NA
Total Net Income (17.4) NA NA NA
Earnings and Distributions
Basic EPS fr Continuing Ops (0.59) NA NA NA
Basic EPS fr Tax Loss Carryf`d 0.00 NA NA NA
Basic EPS, Total (0.59) NA NA NA
Diluted EPS fr Continuing Ops (0.59) NA NA NA
Diluted EPS fr Tax Loss Carryf`d 0.00 NA NA NA
Diluted EPS, Total (0.59) NA NA NA
Dividends Paid per Share 0.00 NA NA NA
Preferred Dividends 0.0 NA NA NA
Annual Cash Flow ($mil)
01/99 NA NA NA
Operating Activities
Net Income (Loss) (17.4) NA NA NA
Depreciation & Amortization 3.2 NA NA NA
Deferred Income Taxes 0.0 NA NA NA
Operating (Gains) Losses 0.0 NA NA NA
Extraordinary (Gains) Losses 0.0 NA NA NA
Other Non-Cash Items 0.0 NA NA NA
Changes in Working Capital
(Incr) Decrease in Receivables (8.8) NA NA NA
(Incr) Decrease in Inventories 0.0 NA NA NA
(Incr) Decrease in Other Curr. Assets (1.4) NA NA NA
(Decr) Increase in Payables 1.0 NA NA NA
(Decr) Increase in Other Curr. Liabs 20.0 NA NA NA
Net Cash fr Cont. Ops (3.3) NA NA NA
Net Cash fr Discont. Ops 0.0 NA NA NA
Net Cash fr Operating Activities (3.3) NA NA NA
Investing Activities
Cash Provided by
Sale of Property, Plant, & Equipment 0.0 NA NA NA
Sale of Short Term Investments 0.0 NA NA NA
Cash Used for
Purchase of Property, Plant, & Equipment 0.0 NA NA NA
Purchase of Short Term Investments 0.0 NA NA NA
Other Investing Changes Net 0.0 NA NA NA
Net Cash fr Investing Activities 0.0 NA NA NA
Financing Activities
Cash Provided by
Issuance of Debt 0.0 NA NA NA
Issuance of Capital Stock 0.8 NA NA NA
Cash Used for
Repayment of Long Term Debt (0.3) NA NA NA
Repurchase of Capital Stock 0.0 NA NA NA
Payment of Cash Dividends 0.0 NA NA NA
Other Financing Charges, Net 0.0 NA NA NA
Net Cash fr Financing Activities 0.5 NA NA NA
Effect of Exchange Rate Changes 0.0 NA NA NA
Net Change in Cash & Cash Eqivalents (2.8) NA NA NA
Cash at Beginning of Period 14.6 NA NA NA
Financial Ratios
Gross Margin (%) Return on Equity Debt to Equity
Profitability Ratios
01/99 NA NA NA Ind. Avg.
(12/98)
Return on Equity (ROE) NE NA NA NA 7.7
Return on Assets (ROA) (53.9) NA NA NA 3.0
Return on Invested Capital 386.7 NA NA NA 5.3
Pre-Tax Profit Margin % (62.5) NA NA NA 8.0
Post-Tax Profit Margin % (65.1) NA NA NA 4.3
Net Profit Margin % (65.1) NA NA NA 4.4
Valuation Ratios
01/99 NA NA NA Ind. Avg.
(12/98)
Price/Book NC NA NA NA 6.15
Price/Earnings NC NA NA NA 98.9
Price/Revenue NC NA NA NA 3.51
Price/Cash Flow NA NA NA NA 22.4
Book Value per Share (0.64) NA NA NA 4.34
Operating Ratios
01/99 NA NA NA Ind. Avg.
(12/98)
Asset Turnover NC NA NA NA 0.7
Inventory Turnover NA NA NA NA 15.8
Effective Tax Rate NA NA NA NA 45.7
Receivables Turnover NA NA NA NA 4.7
Receivables per Day Sales 195.50 NA NA NA 89.54
Liquidity Ratios
01/99 NA NA NA Ind. Avg.
(12/98)
Current Ratio 0.8 NA NA NA 1.4
Quick Ratio 0.7 NA NA NA 0.7
Debt/Equity NS NA NA NA 0.43
Leverage Ratio NS NA NA NA 2.6
Interest Coverage fr. Cont Ops NC NA NA NA 5.4
Other Key Ratios
01/99 NA NA NA Ind. Avg.
(12/98)
Revenue per $ Cash 2.26 NA NA NA 7.42
Revenue per $ Plant, Property & Equip. 6.07 NA NA NA 3.57
Revenue per Common Equity (1.07) NA NA NA 1.75
Inventory as a % of Revenue 0.0 NA NA NA 3.0
Sales per $ Inventory NC NA NA NA 33.40
Sales per $ Receivables 1.84 NA NA NA 4.02
# of Days Cost of Goods in Inventory NA NA NA NA 23
First Call Earnings Consensus as of (11/17/99)
Analyst Consensus Recommendation: 1.8
Qtr FY FY
Oct/99 Jan/00 Jan/01
Current Mean -0.11 -0.34 -0.21
Number of Brokers 9 10 10
Median -0.11 -0.34 -0.21
Current High -0.10 -0.24 -0.10
Current Low -0.13 -0.42 -0.32
30 Day Ago Mean -0.12 -0.35
Next Report Date 18-Nov-1999
Reported Actuals
Qtr Year
Year Ago Actual EPS NA -0.32
Current vs. Year Ago NA% -6%
Consensus Recommendations
Current Mean 1.8
High 2.0
Low 1.0
Previous Mean 1.8
Number of Brokers 10
Long Term Growth Rates
Next 5 Years - Median 40.0%
Number of Brokers 2
Industry Growth Rate 23.6%
CDA/Investnet Insider Buying and Selling Activity (000`s) as of (11/17/99)
Net Insider Transactions (09/30/99) (1,721.0)
Insider Activity Chart
Insider Shr. Trd. Date Price Relation
SURTEES ANNETTE D (8) 09/28/99 38 VP
SOMMER STEVEN R (90) 09/28/99 38 VP
LABUDA DAVID S (500) 09/28/99 38 VP
MOSHER KEVIN P (74) 09/28/99 38 VP
ACOSTA JACK L (50) 09/28/99 38 VP
LITTLE JOHN E (1,000) 09/28/99 38 CB
COLEMAN WILLIAM T III 5 05/11/99 14 D
PETERSCHMIDT DAVID C 4 05/11/99 14 D
ZANDER EDWARD J 3 05/11/99 14 D
WAGNER J PETER 1 05/06/99 14 B
SWARTZ JAMES R 1 05/06/99 14 B
SWARTZ FAMILY PARTNERSHIP LP 1 05/06/99 14 B
SEDNAOUI G CARTER 1 05/06/99 14 B
PATTERSON ARTHUR C 1 05/06/99 14 D
HILL EUGENE D 1 05/06/99 14 B
EVNIN LUKE B 1 05/06/99 14 B
BREYER JAMES W 1 05/06/99 14 B
BREYER 1995 TRUST DATED 10/04/95 1 05/06/99 14 B
ACP FAMILY PARTNERSHIP LP 1 05/06/99 14 B
ACCEL V ASSOCIATES LLC 1 05/06/99 14 B
CDA/Spectrum Major Shareholders (000`s) as of (09/30/99)
Shares Held by Institutions 6.4
Total number of Institutions 56
Percent Held by Institutions 8.5
Top Institutions Chg. in Shr. Shares Held Date Rptd. % Held.
INVESCO (NEW YORK) (76.3) 3,000 09/30/99 3.98
PUTNAM INVESTMENT MANAGEMENT 2,295.1 2,392 09/30/99 3.17
ARK ASSET MANAGEMENT CO, INC. 825.0 825 09/30/99 1.09
JANUS CAPITAL CORPORATION 513.2 513 06/30/99 0.68
GILDER GAGNON HOWE & CO LLC 352.6 353 06/30/99 0.47
ESSEX INVESTMENT MGMT CO., LLC (322.5) 333 09/30/99 0.44
BARCLAYS BANK PLC 330.3 330 06/30/99 0.44
TCW GROUP, INC. 292.0 292 06/30/99 0.39
VANGUARD GROUP 42.7 213 09/30/99 0.28
AXA FINANCIAL, INC. 170.1 171 09/30/99 0.23
Top Mutual Funds Chg. in Shr. Shares Held Date Rptd. % Held.
MORGAN STANLEY DEAN WITTER MID 97.8 98 05/31/99 0.13
VANGUARD TOT STK MKT INDEX FD 85.3 85 06/30/99 0.11
VANGUARD INDX EXTENDED MKT PTF 77.5 78 06/30/99 0.10
AMERICAN SKANDIA JANUS SML-CAP 61.5 62 06/30/99 0.08
WADDELL&REED SCIENCE & TECH FD 38.5 39 06/30/99 0.05
SUNAMERICA SMALL CO GROWTH FD 38.0 38 06/30/99 0.05
AIM SMALL CAP OPPORTUNITIES FD 0.0 32 07/31/99 0.04
AIM SMALL CAPITAL GROWTH FUND 30.0 30 06/30/99 0.04
VANTAGEPOINT AGGRESSIVE OPPS F 19.2 19 06/30/99 0.03
MAINSTAY SMALL CAP GROWTH FUND 16.0 16 06/30/99 0.02
Top Insiders Shares Held Date Rptd. % Held. Relation.
LINLE JOHN E 18,983.5 05/05/99 25.17 CB
ACCEL V LP 17,039.0 05/06/99 22.59 B
ACCEL INTERNET/STRATEGIC TECHN 2,283.1 05/06/99 3.03 B
BREYER 1995 TRUST DATED 10/04/ 1,224.2 05/05/99 1.62 B
ACCEL INVESTORS 96 LP 1,014.7 05/06/99 1.35 B
SOMMER STEVEN R 854.7 05/05/99 1.13 VP
MOSHER KEVIN P 675.0 05/05/99 0.89 VP
ELLMORE C PATTERSON PARTNERS 465.1 05/06/99 0.62 B
ACCEL KEIRETSU V LP 338.2 05/06/99 0.45 B
ZANDER EDWARD J 303.0 05/11/99 0.40 D
Company Report
Pricing and Performance
Symbol 52 Wk High 52 Wk Low 52 Wk Avg. Vol. Report Date
PRSF 87.00 27.75 218,900 11/18/99
12 Month Performance Chart
Business Overview
Develops, markets and supports real-time, scalable customer management and billing software for providers of Internet-based services. Products offer the real-time provisioning and reporting of various services to numerous customers.
Company Performance ($mil)
Revenue EPS Dividend Rate
1999 26.7 (0.59) 0.00
1998 NA NA NA
1997 NA NA NA
1996 NA NA NA
1995 NA NA NA
Growth Rate (%) NC NC NC
Industry Growth Rate (%) 20.92 (9.97) (7.90)
Current Investment Ratings
Analyst Consensus & Trend Insider Trend Index
First Call Consensus Estimates (11/17/99)
Period Mean EPS # of Brokers Year Ago EPS
Current Quarter (Oct/99) -0.11 9 NA
Current Fiscal Year (Jan/00) -0.34 10 -0.32
Pricing Momentum (11/17/99)
Company Industry S&P 500
5 Day Moving Avg. 81.52 32.40 55.36
10 Week Moving Avg. 55.54 27.11 52.45
200 Day Moving Avg. NC 25.62 55.38
This week`s momentum NC 157 106
Prior week`s momentum NC 140 101
Five Year Beta NC 1.12 1.00
Short Interest (10/12/99)
Company Industry S&P 500
Short Interest Shares 119,210 836,916 2,800,981
Short Interest Ratio 0.2 2.3 4.7
Key Measures (11/17/99)
Latest 12 Months/Most Recent Quarter
Company Industry S&P 500
P/E NE 276.6 30.5
Price/Book 63.38 7.70 5.03
Price/Sales 230.00 4.19 2.11
Price to Cash Flow NC 32.9 17.2
EPS (0.59) 0.12 1.83
Dividend Rate 0.00 0.06 0.68
ROE NE 6.5 17.2
Debt/Equity 0.02 0.26 1.10
Company Snapshot
Exchange NASDAQ National Markets
Industry Business Software & Svcs
Number of Employees 242
Chairman/CEO John E. Little
Address 20883 Stevens Creek Blvd., Cupertino, CA, 95014
Phone (408) 343-4400
Dividend Reinvestment Plan NO
Last Reported Ex-Dividend Date NA
Dividends Paid per Share YTD 0.00
Shares Out. (mil) 09/16/99 75.43
Market Cap. (mil) 11/17/99 6,071.71
Last Stock Split Factor NA NA
Company Financials
Latest Quarter Balance Sheet ($mil)
07/99 NA % Change
Assets
Current Assets
Cash and Equivalents 71.0 NA NA
Receivables 12.7 NA NA
Inventories 0.0 NA NA
Other Current Assets 43.4 NA NA
Total Current Assets 127.0 NA NA
Non-Current Assets
Gross Fixed Assets 10.3 NA NA
Accum. Deprec. & Depletion 3.2 NA NA
Net Fixed Assets (Net PP&E) 7.1 NA NA
Intangibles 0.0 NA NA
Other Non-Current Assets 5.8 NA NA
Total Non-Current Assets 12.9 NA NA
Total Assets 139.8 NA NA
Liabilities & Stockholder`s Equity
Current Liabilities
Accounts Payable 4.4 NA NA
Short Term Debt 0.5 NA NA
Other Current Liabilities 37.4 NA NA
Total Current Liabilities 42.2 NA NA
Non-Current Liabilities
Long Term Debt 2.1 NA NA
Deferred Income Taxes 0.0 NA NA
Other Non-Current Liabilities 0.0 NA NA
Minority Interest 0.0 NA NA
Total Non-Current Liabilities 2.1 NA NA
Total Liabilities 44.4 NA NA
Shareholder Equity
Preferred Stock Equity 0.0 NA NA
Common Stock Equity 95.5 NA NA
Retained Earnings (34.2) NA NA
Total Equity 95.5 NA NA
Total Liabilities & Equity 139.8 NA NA
Shares Related
Total Common Shares Outstanding 75.4 NA NA
Preferred Shares 0.0 NA NA
Treasury Shares 0.0 NA NA
Latest Quarter Income Statement ($mil)
07/99 NA % Change
Operating Revenue 20.7 NA NA
Cost of Sales 4.5 NA NA
Gross Operating Profit 16.2 NA NA
Selling, Gen. & Admin. Expense 17.9 NA NA
Other Taxes 0.0 NA NA
EBITDA (1.6) NA NA
Depreciation & Amortization 3.6 NA NA
Operating Income After Depreciation (5.2) NA NA
Other Income, Net 1.0 NA NA
EBIT (0.4) NA NA
Interest Expense 0.0 NA NA
Minority Interest 0.0 NA NA
Pre-tax Income (EBT) (0.4) NA NA
Income Taxes 0.4 NA NA
Special Income/Charges 3.8 NA NA
Net Income fr Continuing Ops (0.8) NA NA
Net Income fr Discontinued Ops 0.0 NA NA
Extraordinary Income /Losses 0.0 NA NA
Net Income fr Total Operations (0.8) NA NA
Income fr Cum. Effect of Acct. Chg 0.0 NA NA
Income fr Tax Losses Carryforward 0.0 NA NA
Other Gains (Losses) 0.0 NA NA
Total Net Income (0.8) NA NA
Earnings and Distributions
Basic EPS fr Continuing Ops (0.01) NA NA
Basic EPS fr Tax Loss Carryf`d. 0.00 NA NA
Basic EPS, Total (0.01) NA NA
Diluted EPS fr Continuing Ops (0.01) NA NA
Diluted EPS fr Tax Loss Carryf`d. 0.00 NA NA
Diluted EPS, Total (0.01) NA NA
Dividends Paid per Share 0.00 NA NA
Preferred Dividends 0.0 NA NA
Annual Balance Sheet ($mil)
01/99 NA NA NA
Assets
Current Assets
Cash & Equivalents 11.8 NA NA NA
Receivables 14.5 NA NA NA
Inventories 0.0 NA NA NA
Other Current Assets 1.4 NA NA NA
Total Current Assets 27.7 NA NA NA
Non-Current Assets
Gross Fixed Assets (Plant, Prop. & Equip.) 6.5 NA NA NA
Accumulated Depreciation & Depletion 2.1 NA NA NA
Net Fixed Assets (Net PP&E) 4.4 NA NA NA
Intangibles 0.0 NA NA NA
Other Non-Current Assets 0.2 NA NA NA
Total Non-Current Assets 4.6 NA NA NA
Total Assets 32.2 NA NA NA
Inventory Valuation Method None NA NA NA
Liabilities, Stockholder`s Equity, & Shares
Current Liabilities
Accounts Payable 2.6 NA NA NA
Short Term Debt 4.6 NA NA NA
Other Current Liabilities 29.7 NA NA NA
Total Current Liabilities 36.9 NA NA NA
Long Term Debt 2.0 NA NA NA
Deferred Income Taxes 0.0 NA NA NA
Other Non-Current Liabilities 0.0 NA NA NA
Minority Interest 0.0 NA NA NA
Total Non-Current Liabilities 2.0 NA NA NA
Total Liabilities 38.9 NA NA NA
Shareholder Equity
Preferred Stock Equity 18.5 NA NA NA
Common Stock Equity (25.0) NA NA NA
Retained Earnings (27.9) NA NA NA
Total Equity (6.5) NA NA NA
Total Liabilities & Equity 32.4 NA NA NA
Shares Related
Total Common Shares 39.18 NA NA NA
Preferred Shares 28.65 NA NA NA
Treasury Shares 0.00 NA NA NA
Revenue ($M) Earnings Per Share ($) Cash Flow ($)
Annual Income Statement ($mil)
01/99 NA NA NA
Operating Revenue (Revenue/Sales) 26.7 NA NA NA
Cost of Sales 8.5 NA NA NA
Gross Operating Profit 18.2 NA NA NA
Selling, Gen. & Admin. Expense 32.0 NA NA NA
Other Taxes 0.0 NA NA NA
EBITDA (13.9) NA NA NA
Depreciation & Amortization 3.2 NA NA NA
Operating Income After Depreciation (17.1) NA NA NA
Other Income, Net 0.5 NA NA NA
EBIT (16.2) NA NA NA
Interest Expense 0.4 NA NA NA
Minority Interest 0.0 NA NA NA
Pre-tax Income (EBT) (16.7) NA NA NA
Income Taxes 0.7 NA NA NA
Special Income/Charges 0.3 NA NA NA
Net Income fr Continuing Ops (17.4) NA NA NA
Net Income fr Discontinued Ops 0.0 NA NA NA
Extraordinary Income/Losses 0.0 NA NA NA
Net Income fr Total Operations (17.4) NA NA NA
Income fr Cum. Effect of Acct Chg 0.0 NA NA NA
Income fr Tax Loss Carryf`d 0.0 NA NA NA
Other Gains (Losses) 0.0 NA NA NA
Total Net Income (17.4) NA NA NA
Earnings and Distributions
Basic EPS fr Continuing Ops (0.59) NA NA NA
Basic EPS fr Tax Loss Carryf`d 0.00 NA NA NA
Basic EPS, Total (0.59) NA NA NA
Diluted EPS fr Continuing Ops (0.59) NA NA NA
Diluted EPS fr Tax Loss Carryf`d 0.00 NA NA NA
Diluted EPS, Total (0.59) NA NA NA
Dividends Paid per Share 0.00 NA NA NA
Preferred Dividends 0.0 NA NA NA
Annual Cash Flow ($mil)
01/99 NA NA NA
Operating Activities
Net Income (Loss) (17.4) NA NA NA
Depreciation & Amortization 3.2 NA NA NA
Deferred Income Taxes 0.0 NA NA NA
Operating (Gains) Losses 0.0 NA NA NA
Extraordinary (Gains) Losses 0.0 NA NA NA
Other Non-Cash Items 0.0 NA NA NA
Changes in Working Capital
(Incr) Decrease in Receivables (8.8) NA NA NA
(Incr) Decrease in Inventories 0.0 NA NA NA
(Incr) Decrease in Other Curr. Assets (1.4) NA NA NA
(Decr) Increase in Payables 1.0 NA NA NA
(Decr) Increase in Other Curr. Liabs 20.0 NA NA NA
Net Cash fr Cont. Ops (3.3) NA NA NA
Net Cash fr Discont. Ops 0.0 NA NA NA
Net Cash fr Operating Activities (3.3) NA NA NA
Investing Activities
Cash Provided by
Sale of Property, Plant, & Equipment 0.0 NA NA NA
Sale of Short Term Investments 0.0 NA NA NA
Cash Used for
Purchase of Property, Plant, & Equipment 0.0 NA NA NA
Purchase of Short Term Investments 0.0 NA NA NA
Other Investing Changes Net 0.0 NA NA NA
Net Cash fr Investing Activities 0.0 NA NA NA
Financing Activities
Cash Provided by
Issuance of Debt 0.0 NA NA NA
Issuance of Capital Stock 0.8 NA NA NA
Cash Used for
Repayment of Long Term Debt (0.3) NA NA NA
Repurchase of Capital Stock 0.0 NA NA NA
Payment of Cash Dividends 0.0 NA NA NA
Other Financing Charges, Net 0.0 NA NA NA
Net Cash fr Financing Activities 0.5 NA NA NA
Effect of Exchange Rate Changes 0.0 NA NA NA
Net Change in Cash & Cash Eqivalents (2.8) NA NA NA
Cash at Beginning of Period 14.6 NA NA NA
Financial Ratios
Gross Margin (%) Return on Equity Debt to Equity
Profitability Ratios
01/99 NA NA NA Ind. Avg.
(12/98)
Return on Equity (ROE) NE NA NA NA 7.7
Return on Assets (ROA) (53.9) NA NA NA 3.0
Return on Invested Capital 386.7 NA NA NA 5.3
Pre-Tax Profit Margin % (62.5) NA NA NA 8.0
Post-Tax Profit Margin % (65.1) NA NA NA 4.3
Net Profit Margin % (65.1) NA NA NA 4.4
Valuation Ratios
01/99 NA NA NA Ind. Avg.
(12/98)
Price/Book NC NA NA NA 6.15
Price/Earnings NC NA NA NA 98.9
Price/Revenue NC NA NA NA 3.51
Price/Cash Flow NA NA NA NA 22.4
Book Value per Share (0.64) NA NA NA 4.34
Operating Ratios
01/99 NA NA NA Ind. Avg.
(12/98)
Asset Turnover NC NA NA NA 0.7
Inventory Turnover NA NA NA NA 15.8
Effective Tax Rate NA NA NA NA 45.7
Receivables Turnover NA NA NA NA 4.7
Receivables per Day Sales 195.50 NA NA NA 89.54
Liquidity Ratios
01/99 NA NA NA Ind. Avg.
(12/98)
Current Ratio 0.8 NA NA NA 1.4
Quick Ratio 0.7 NA NA NA 0.7
Debt/Equity NS NA NA NA 0.43
Leverage Ratio NS NA NA NA 2.6
Interest Coverage fr. Cont Ops NC NA NA NA 5.4
Other Key Ratios
01/99 NA NA NA Ind. Avg.
(12/98)
Revenue per $ Cash 2.26 NA NA NA 7.42
Revenue per $ Plant, Property & Equip. 6.07 NA NA NA 3.57
Revenue per Common Equity (1.07) NA NA NA 1.75
Inventory as a % of Revenue 0.0 NA NA NA 3.0
Sales per $ Inventory NC NA NA NA 33.40
Sales per $ Receivables 1.84 NA NA NA 4.02
# of Days Cost of Goods in Inventory NA NA NA NA 23
First Call Earnings Consensus as of (11/17/99)
Analyst Consensus Recommendation: 1.8
Qtr FY FY
Oct/99 Jan/00 Jan/01
Current Mean -0.11 -0.34 -0.21
Number of Brokers 9 10 10
Median -0.11 -0.34 -0.21
Current High -0.10 -0.24 -0.10
Current Low -0.13 -0.42 -0.32
30 Day Ago Mean -0.12 -0.35
Next Report Date 18-Nov-1999
Reported Actuals
Qtr Year
Year Ago Actual EPS NA -0.32
Current vs. Year Ago NA% -6%
Consensus Recommendations
Current Mean 1.8
High 2.0
Low 1.0
Previous Mean 1.8
Number of Brokers 10
Long Term Growth Rates
Next 5 Years - Median 40.0%
Number of Brokers 2
Industry Growth Rate 23.6%
CDA/Investnet Insider Buying and Selling Activity (000`s) as of (11/17/99)
Net Insider Transactions (09/30/99) (1,721.0)
Insider Activity Chart
Insider Shr. Trd. Date Price Relation
SURTEES ANNETTE D (8) 09/28/99 38 VP
SOMMER STEVEN R (90) 09/28/99 38 VP
LABUDA DAVID S (500) 09/28/99 38 VP
MOSHER KEVIN P (74) 09/28/99 38 VP
ACOSTA JACK L (50) 09/28/99 38 VP
LITTLE JOHN E (1,000) 09/28/99 38 CB
COLEMAN WILLIAM T III 5 05/11/99 14 D
PETERSCHMIDT DAVID C 4 05/11/99 14 D
ZANDER EDWARD J 3 05/11/99 14 D
WAGNER J PETER 1 05/06/99 14 B
SWARTZ JAMES R 1 05/06/99 14 B
SWARTZ FAMILY PARTNERSHIP LP 1 05/06/99 14 B
SEDNAOUI G CARTER 1 05/06/99 14 B
PATTERSON ARTHUR C 1 05/06/99 14 D
HILL EUGENE D 1 05/06/99 14 B
EVNIN LUKE B 1 05/06/99 14 B
BREYER JAMES W 1 05/06/99 14 B
BREYER 1995 TRUST DATED 10/04/95 1 05/06/99 14 B
ACP FAMILY PARTNERSHIP LP 1 05/06/99 14 B
ACCEL V ASSOCIATES LLC 1 05/06/99 14 B
CDA/Spectrum Major Shareholders (000`s) as of (09/30/99)
Shares Held by Institutions 6.4
Total number of Institutions 56
Percent Held by Institutions 8.5
Top Institutions Chg. in Shr. Shares Held Date Rptd. % Held.
INVESCO (NEW YORK) (76.3) 3,000 09/30/99 3.98
PUTNAM INVESTMENT MANAGEMENT 2,295.1 2,392 09/30/99 3.17
ARK ASSET MANAGEMENT CO, INC. 825.0 825 09/30/99 1.09
JANUS CAPITAL CORPORATION 513.2 513 06/30/99 0.68
GILDER GAGNON HOWE & CO LLC 352.6 353 06/30/99 0.47
ESSEX INVESTMENT MGMT CO., LLC (322.5) 333 09/30/99 0.44
BARCLAYS BANK PLC 330.3 330 06/30/99 0.44
TCW GROUP, INC. 292.0 292 06/30/99 0.39
VANGUARD GROUP 42.7 213 09/30/99 0.28
AXA FINANCIAL, INC. 170.1 171 09/30/99 0.23
Top Mutual Funds Chg. in Shr. Shares Held Date Rptd. % Held.
MORGAN STANLEY DEAN WITTER MID 97.8 98 05/31/99 0.13
VANGUARD TOT STK MKT INDEX FD 85.3 85 06/30/99 0.11
VANGUARD INDX EXTENDED MKT PTF 77.5 78 06/30/99 0.10
AMERICAN SKANDIA JANUS SML-CAP 61.5 62 06/30/99 0.08
WADDELL&REED SCIENCE & TECH FD 38.5 39 06/30/99 0.05
SUNAMERICA SMALL CO GROWTH FD 38.0 38 06/30/99 0.05
AIM SMALL CAP OPPORTUNITIES FD 0.0 32 07/31/99 0.04
AIM SMALL CAPITAL GROWTH FUND 30.0 30 06/30/99 0.04
VANTAGEPOINT AGGRESSIVE OPPS F 19.2 19 06/30/99 0.03
MAINSTAY SMALL CAP GROWTH FUND 16.0 16 06/30/99 0.02
Top Insiders Shares Held Date Rptd. % Held. Relation.
LINLE JOHN E 18,983.5 05/05/99 25.17 CB
ACCEL V LP 17,039.0 05/06/99 22.59 B
ACCEL INTERNET/STRATEGIC TECHN 2,283.1 05/06/99 3.03 B
BREYER 1995 TRUST DATED 10/04/ 1,224.2 05/05/99 1.62 B
ACCEL INVESTORS 96 LP 1,014.7 05/06/99 1.35 B
SOMMER STEVEN R 854.7 05/05/99 1.13 VP
MOSHER KEVIN P 675.0 05/05/99 0.89 VP
ELLMORE C PATTERSON PARTNERS 465.1 05/06/99 0.62 B
ACCEL KEIRETSU V LP 338.2 05/06/99 0.45 B
ZANDER EDWARD J 303.0 05/11/99 0.40 D
Zusammenfassung:
Portal Software develops, markets and supports real-time customer management and billing software for providers of Internet-based services. For the six months ended 7/31/99, revenues totaled $36 million, up from $8.4 million. Net loss fell 5% to $6.3 million. Revenues reflect higher service revenues from the increased support and maintenance service fees. Lower net loss reflects a $3.8 million gain on the expiration of put options.
Technology Partnerships
Amplify.net: Amplify.net`s iProvidence multiservice broadband access and data analysis solution combined with Portal`s Infranet billing platform provides a complete solution for service providers to remain competitive.
BMS Corporation: The planned BMS/Portal solution will provide a convergent operations platform and business infrastructure for local exchange carriers (LECs) and competitive local exchange carriers (CLECs) wanting to add Internet services, and for Internet service providers (ISPs) looking to provide traditional telephony services.
CrossKeys Systems: CrossKeys products help service providers deliver differentiated services, implement new technologies and manage multiple vendor networks.
NightFire: The Portal/NightFire integrated solution will automate the order and billing process for providers of advanced broadband communications services such as digital subscriber line (DSL).
OSI, Inc.: OSI and Portal will offer communications service providers an interoperable solution for managing data services from end-to-end-including order entry, service provisioning, billing, and network fault management. Such a solution provides faster time to market with new data services, quicker service activation, and quality of service protection.
Quintessent Communications: Quintessent and Portal will offer a developed integrated solution that allows carriers the ability to seamlessly integrate Off Network/On Network Service Provisioning capabilities of switched circuit and IP based carrier’s Operational Support Systems (OSS).
Customer Highlights
BiznessOnline.com: Infranet enables BiznessOnline.com to offer customized pricing plans for various levels and combinations of high-speed access, dial-up access, e-commerce and co-location services in different regions.
Concentric: Concentric required a solution that could manage a broad range of IP-based services. They selected Infranet to manage those services and handle billing.
Covad: Covad`s rapid growth required a system that was flexible and scalable. Portal’s Infranet was the solution because of its adaptability and ease of integration with front-end and back-end systems. In addition, Infranet’s unique application programming interface enabled Covad to implement Portal’s business infrastructure system in twelve weeks.
Flashcom: To be successful in the highly competitive DSL market, Flashcom required real-time scalability and a flexible architecture. Portal’s Infranet software stood out as the most flexible platform to support the projected growth of their customer base and the dynamic service and product packages that they offer. As a result, Flashcom’s customers will enjoy greater service selection and competitive rates.
NorthPoint: NorthPoint will use Infranet as the foundation for billing and customer management of their entire network. By linking back-office billing operations and front-office sales and marketing operations, Infranet`s flexible application programming interface enables NorthPoint to quickly expand the variety of products, price plans and promotions they offer to customers.
US West: US WEST needed a real-time customer management, tracking and billing solution that could roll out quickly and scale to handle exponential growth. At the same time, the solution had to integrate with existing legacy systems. After evaluating several different solutions, US WEST chose Portal’s Infranet software.
Rhythms: Portal’s Infranet provides Rhythms with a business infrastructure that will support the company’s rapid, nationwide rollout of high-speed DSL network solutions with speeds ranging from 128 kbps to 7.1 Mbps.
Data CLEC and DSL Providers
"For data CLEC and DSL providers, Portal enables them to initially offer a variety of pricing/usage packages for consumers and businesses and gradually launch new value-add services that can substantially improve profitability as they grow."
- Boyd Peterson
Vice President Consumer Market
The Yankee Group Portal’s customer management and billing software, Infranet, is an off-the-shelf solution designed to meet the specific needs of Internet businesses such as data CLEC, DSL and other broadband access services. Infranet delivers a highly flexible business infrastructure that enables these providers to rapidly bring new services to market and support substantial subscriber growth.
With Infranet, data CLEC and DSL providers can also support multiservice businesses to offer basic access as well as a wide range of other fee-based, value-added services that can substantially improve revenue generation. Because Infranet is based on a real-time flexible architecture with published application programming interfaces (APIs), it can be easily integrated with technology from third-party software vendors to incorporate complementary functionality for data CLECs and DSL services.
Sehr interessant die Tasache, dass sich die DT. TELEKOM dafür entschieden hat:
Cupertino, Calif., (November 18, 1999) – Portal Software, Inc. (NASDAQ: PRSF), a leading provider of business infrastructure software for Internet and next-generation communications services, today announced that Deutsche Telekom Online Service GmbH has selected Portal for T-Online, Europe’s largest consumer Internet Service Provider (ISP). T-Online will implement Infranet® 6.0 to enhance customer services and build a scalable business infrastructure to support expected future growth.
Infranet 6.0, the industry’s first comprehensive real-time, true-transactional customer management and billing software, will enable T-Online to further enhance its customer management and billing processes for the company’s expanding ISP services, currently supporting over 3.6 million subscribers. Infranet 6.0 can be easily integrated with T-Online’s existing systems and is able to provide all the critical elements for registering, managing, tracking and billing T-Online’s customers in one package, unifying the management of all core business operations. Portal’s Infranet software is regarded to be T-Online’s ideal software for its expansion into other geographical markets as well as the fast deployment of a series of upcoming new services.
“Using Portal’s Infranet 6.0 software, we will be able to bring new services to market even more quickly than before, to increase profitability and improve customer satisfaction, while reducing costs by managing services in real-time,” said Eric Danke, managing director of T-Online. “We considered a number of solutions, but it was the comprehensive real-time, scalable architecture and Infranet’s ability to integrate with our legacy systems that were the deciding factors.”
“We are very pleased to be working with Deutsche Telekom’s T-Online, as the company expands its services in the ISP marketplace,” said John Little, founder and chief executive officer at Portal Software. “Infranet 6.0 is flexible enough to support change in this demanding market environment and will enable T-Online to serve its expanding customer base even more effectively.”
Infranet 6.0 is comprehensive real-time customer management and billing software that supports complex, multi-service Internet business models. Portal’s comprehensive real-time technology delivers a true-transactional business infrastructure that enables service providers to implement and manage every aspect of their Internet business in real-time from data input to final storage in the database. Based on a fully-transactional technology core, Infranet 6.0 is designed to allow next-generation Internet businesses to quickly tailor customer service representative interfaces for branded services, alter highly sophisticated cross-service price plans on the fly, instantaneously trigger cross-selling promotions and provide real-time billing on-demand.
About T-Online
With its more than 3.6 million customers, T-Online is Germany’s leading online service and Europe’s major Internet access provider. Every month, T-Online customers dial into the Net some 120 million times, making the http://www.t-online.de portal site one of the most frequently visited homepages in the German internet. T-Online is operated, progressively developed and marketed by Deutsche Telekom Online Service GmbH, a fully-owned Deutsche Telekom subsidiary with some 900 employees working at its Darmstadt headquarter and three other locations.
About Portal
Portal Software, Inc., is building business infrastructure for the Internet. Based in Cupertino, Calif., Portal is a leading provider of customer management and billing software for Internet and emerging, next-generation communications services. The company’s comprehensive real-time solution enables service providers to manage customers, support services and collect money. Portal’s customers include US West, Qwest Communications, Covad, Inktomi, Juno Online, T-Online, France Telecom and Demon Interactive.
Portal is building the business infrastructure for the Internet. We are the leading provider of customer management and billing software for Internet and emerging, next-generation communications services. Our real-time solution enables service providers to manage customers, support services and collect money.
Portal has an unsurpassed track record of helping Internet and next-generation communications service providers around the world to generate more revenue and be more competitive by enabling them to bring new services to market quicker than ever before and by establishing innovative ways of supporting customers` needs.
Folgende Analysten haben Portal bewertet:
BancBoston Robertson Stephens, John Powers
Credit Suisse First Boston, Wendell Laidley
Donaldson Lufkin & Jenrette, Susan Passoni
Goldman, Sachs & Company, Rick Sherlund
Hambrecht & Quist, Eric Zimits
Legg Mason, Chris Desautelle
Merrill Lynch, Mark Fernandes
Soundview Financial Group, Kris Tuttle
Thomas Weisel Partners, Raj Gollamudi
Volpe Brown Whelan & Co., Hampton Adams
2 x strong buy / 7 x buy
Quartalszahlen kamen am Donnerstag, 18.11. (sprechen für sich)
ortal Reports Third Quarter Financial Results
CUPERTINO, Calif.--(BUSINESS WIRE)--Nov. 18, 1999--Portal Software Inc. (NASDAQ: PRSF - news), today announced financial results for the third quarter ended October 31, 1999.
The company reported third quarter FY 2000 revenues of $28.1 million, a 288 percentage increase over revenues of $7.2 million for the comparable quarter in the prior year and a 35 percentage sequential increase over the previous quarter. Net loss for the quarter was $1.7 million or a loss of $.02 per share compared to a net loss of $4.0 million or a proforma loss of $.07 per share for the year earlier period.
``During the quarter, we demonstrated the company`s strong ability to execute on all fronts,`` said John Little, founder and chief executive officer of Portal Software. ``Our financial results exceeded our expectations for the quarter. We gained solid market share in the high-speed Internet access market, as the three largest DSL CLEC providers selected Portal for business infrastructure. We also delivered extremely powerful technology that will enable our customers to bring a new breed of highly sophisticated business models to market.``
At the beginning of the third quarter, Portal set three goals to measure its performance during the quarter: to deliver a major new release of its flagship product, Infranet®, to penetrate the high-speed Internet access market and to continue international expansion. The company successfully accomplished these goals.
During the quarter, Portal shipped Infranet 6.0, the industry`s first customer management and billing software that provides a comprehensive real-time business infrastructure with true-transactional functionality. Infranet 6.0 is driving the evolution of the Internet services market by enabling service providers to implement real-time, fully transactional customer management and billing functionality across their entire business operations, accelerating their ability to bring highly sophisticated, cross-service business models to market.
The company also closed significant business with Deutsche Telekom Online Service GmbH, Europe`s largest consumer ISP, to implement Infranet 6.0 for its T-Online service. The new product will enable T-Online to enhance customer services and build a scalable business infrastructure to support the expected future growth of the service, currently supporting over 3.6 million subscribers.
Portal attained significant market share in the high-speed Internet access market in the quarter by closing key business and establishing technology partnerships. In addition to winning the market`s three largest DSL CLEC providers, Covad Communications, Northpoint Communications and Rhythms NetConnections, Portal closed additional business with Telia, Sweden`s national telecommunications operator, Flashcom Inc., a DSL provider with service in 29 metro markets, and New Edge Networks, a DSL company offering high-speed Internet access to small and medium size cities.
The company also entered into several strategic alliances including Amplify.net, BMS Corporation, Cross Keys Systems Corporation, Integretel, NightFire Software, Quintessent Communications, Objective Systems Integrators, Tibco and Vitria. These partnerships will integrate Infranet with best-of-breed technology from third-party vendors to provide expanded functionality for data CLECs and DSL services.
Portal aggressively expanded international sales and marketing during the quarter. In the Asia-Pacific region, the company announced that it established headquarters in Hong Kong and supporting regional offices in Beijing, China; Kuala Lumpur, Malaysia; Singapore and Sydney, Australia. Key customer wins in Asia include Asia Online, Hong Kong`s oldest independent ISP and Shanghai Online, one of China`s fastest growing ISPs. Portal also continued building momentum in Europe by entering into key customer transactions with T-Online and Telia and through the expansion of its European sales and marketing organization. Two new regional offices in Munich, Germany and Paris, France were opened and will provide sales and marketing support for Portal`s UK-based European headquarters.
Portal also closed additional business with a key design win account, Inktomi. Inktomi has implemented Infranet to bill online merchants for customer transactions and report usage to Internet portals offering the Inktomi Shopping Engine service.
``We are pleased with our financial performance for the quarter which reflects the broad acceptance of our software,`` said Jack Acosta, chief financial officer at Portal. ``We will continue to invest aggressively in sales and marketing to capture market share, and in research and development to maintain and extend our technological advantage - positioning Portal as a leading Internet business infrastructure company.``
About Portal
Portal Software, Inc., is building business infrastructure for the Internet. Based in Cupertino, Calif., Portal is a leading provider of customer management and billing software for Internet and emerging, next-generation communications services. The company`s real-time solution enables service providers to manage customers, support services and collect money. Portal`s customers include US WEST, Qwest Communications, T-Online, Concentric, Covad, Inktomi, Juno Online, France Telecom and Demon Interactive. Information about Portal and its products can be found at http://www.portal.com.
Trademark
(c) 1999 Portal Software, Inc. All rights reserved. Portal and Infranet are U.S. registered trademarks, and Portal Software, the Portal logo, the Real-Time-No Limits tagline and Infranet IPT are trademarks of Portal Software, Inc.
Contact:
Portal Software, Inc.
Lynne Rocha, 408/343-4397
lrocha@portal.com
or
Investor Contacts:
Cheryl Sanchez, 408/861-4545
Investor_relations@portal.com
Fazit: Eines der aussichtsreichsten Firmen in diesem Bereich, vor allem die neuen Geschäftsfelder im ostasiatischen Raum (z.b. China-Phantasie) !
Marktkap. mit 7.526.000.000 jedoch ziemlich hoch, jedochj überwiegen die Chancen
Volumen zur Zeit (19.11.) recht hoch (nach den Q-Zahlen):
Portal Software develops, markets and supports real-time customer management and billing software for providers of Internet-based services. For the six months ended 7/31/99, revenues totaled $36 million, up from $8.4 million. Net loss fell 5% to $6.3 million. Revenues reflect higher service revenues from the increased support and maintenance service fees. Lower net loss reflects a $3.8 million gain on the expiration of put options.
Technology Partnerships
Amplify.net: Amplify.net`s iProvidence multiservice broadband access and data analysis solution combined with Portal`s Infranet billing platform provides a complete solution for service providers to remain competitive.
BMS Corporation: The planned BMS/Portal solution will provide a convergent operations platform and business infrastructure for local exchange carriers (LECs) and competitive local exchange carriers (CLECs) wanting to add Internet services, and for Internet service providers (ISPs) looking to provide traditional telephony services.
CrossKeys Systems: CrossKeys products help service providers deliver differentiated services, implement new technologies and manage multiple vendor networks.
NightFire: The Portal/NightFire integrated solution will automate the order and billing process for providers of advanced broadband communications services such as digital subscriber line (DSL).
OSI, Inc.: OSI and Portal will offer communications service providers an interoperable solution for managing data services from end-to-end-including order entry, service provisioning, billing, and network fault management. Such a solution provides faster time to market with new data services, quicker service activation, and quality of service protection.
Quintessent Communications: Quintessent and Portal will offer a developed integrated solution that allows carriers the ability to seamlessly integrate Off Network/On Network Service Provisioning capabilities of switched circuit and IP based carrier’s Operational Support Systems (OSS).
Customer Highlights
BiznessOnline.com: Infranet enables BiznessOnline.com to offer customized pricing plans for various levels and combinations of high-speed access, dial-up access, e-commerce and co-location services in different regions.
Concentric: Concentric required a solution that could manage a broad range of IP-based services. They selected Infranet to manage those services and handle billing.
Covad: Covad`s rapid growth required a system that was flexible and scalable. Portal’s Infranet was the solution because of its adaptability and ease of integration with front-end and back-end systems. In addition, Infranet’s unique application programming interface enabled Covad to implement Portal’s business infrastructure system in twelve weeks.
Flashcom: To be successful in the highly competitive DSL market, Flashcom required real-time scalability and a flexible architecture. Portal’s Infranet software stood out as the most flexible platform to support the projected growth of their customer base and the dynamic service and product packages that they offer. As a result, Flashcom’s customers will enjoy greater service selection and competitive rates.
NorthPoint: NorthPoint will use Infranet as the foundation for billing and customer management of their entire network. By linking back-office billing operations and front-office sales and marketing operations, Infranet`s flexible application programming interface enables NorthPoint to quickly expand the variety of products, price plans and promotions they offer to customers.
US West: US WEST needed a real-time customer management, tracking and billing solution that could roll out quickly and scale to handle exponential growth. At the same time, the solution had to integrate with existing legacy systems. After evaluating several different solutions, US WEST chose Portal’s Infranet software.
Rhythms: Portal’s Infranet provides Rhythms with a business infrastructure that will support the company’s rapid, nationwide rollout of high-speed DSL network solutions with speeds ranging from 128 kbps to 7.1 Mbps.
Data CLEC and DSL Providers
"For data CLEC and DSL providers, Portal enables them to initially offer a variety of pricing/usage packages for consumers and businesses and gradually launch new value-add services that can substantially improve profitability as they grow."
- Boyd Peterson
Vice President Consumer Market
The Yankee Group Portal’s customer management and billing software, Infranet, is an off-the-shelf solution designed to meet the specific needs of Internet businesses such as data CLEC, DSL and other broadband access services. Infranet delivers a highly flexible business infrastructure that enables these providers to rapidly bring new services to market and support substantial subscriber growth.
With Infranet, data CLEC and DSL providers can also support multiservice businesses to offer basic access as well as a wide range of other fee-based, value-added services that can substantially improve revenue generation. Because Infranet is based on a real-time flexible architecture with published application programming interfaces (APIs), it can be easily integrated with technology from third-party software vendors to incorporate complementary functionality for data CLECs and DSL services.
Sehr interessant die Tasache, dass sich die DT. TELEKOM dafür entschieden hat:
Cupertino, Calif., (November 18, 1999) – Portal Software, Inc. (NASDAQ: PRSF), a leading provider of business infrastructure software for Internet and next-generation communications services, today announced that Deutsche Telekom Online Service GmbH has selected Portal for T-Online, Europe’s largest consumer Internet Service Provider (ISP). T-Online will implement Infranet® 6.0 to enhance customer services and build a scalable business infrastructure to support expected future growth.
Infranet 6.0, the industry’s first comprehensive real-time, true-transactional customer management and billing software, will enable T-Online to further enhance its customer management and billing processes for the company’s expanding ISP services, currently supporting over 3.6 million subscribers. Infranet 6.0 can be easily integrated with T-Online’s existing systems and is able to provide all the critical elements for registering, managing, tracking and billing T-Online’s customers in one package, unifying the management of all core business operations. Portal’s Infranet software is regarded to be T-Online’s ideal software for its expansion into other geographical markets as well as the fast deployment of a series of upcoming new services.
“Using Portal’s Infranet 6.0 software, we will be able to bring new services to market even more quickly than before, to increase profitability and improve customer satisfaction, while reducing costs by managing services in real-time,” said Eric Danke, managing director of T-Online. “We considered a number of solutions, but it was the comprehensive real-time, scalable architecture and Infranet’s ability to integrate with our legacy systems that were the deciding factors.”
“We are very pleased to be working with Deutsche Telekom’s T-Online, as the company expands its services in the ISP marketplace,” said John Little, founder and chief executive officer at Portal Software. “Infranet 6.0 is flexible enough to support change in this demanding market environment and will enable T-Online to serve its expanding customer base even more effectively.”
Infranet 6.0 is comprehensive real-time customer management and billing software that supports complex, multi-service Internet business models. Portal’s comprehensive real-time technology delivers a true-transactional business infrastructure that enables service providers to implement and manage every aspect of their Internet business in real-time from data input to final storage in the database. Based on a fully-transactional technology core, Infranet 6.0 is designed to allow next-generation Internet businesses to quickly tailor customer service representative interfaces for branded services, alter highly sophisticated cross-service price plans on the fly, instantaneously trigger cross-selling promotions and provide real-time billing on-demand.
About T-Online
With its more than 3.6 million customers, T-Online is Germany’s leading online service and Europe’s major Internet access provider. Every month, T-Online customers dial into the Net some 120 million times, making the http://www.t-online.de portal site one of the most frequently visited homepages in the German internet. T-Online is operated, progressively developed and marketed by Deutsche Telekom Online Service GmbH, a fully-owned Deutsche Telekom subsidiary with some 900 employees working at its Darmstadt headquarter and three other locations.
About Portal
Portal Software, Inc., is building business infrastructure for the Internet. Based in Cupertino, Calif., Portal is a leading provider of customer management and billing software for Internet and emerging, next-generation communications services. The company’s comprehensive real-time solution enables service providers to manage customers, support services and collect money. Portal’s customers include US West, Qwest Communications, Covad, Inktomi, Juno Online, T-Online, France Telecom and Demon Interactive.
Portal is building the business infrastructure for the Internet. We are the leading provider of customer management and billing software for Internet and emerging, next-generation communications services. Our real-time solution enables service providers to manage customers, support services and collect money.
Portal has an unsurpassed track record of helping Internet and next-generation communications service providers around the world to generate more revenue and be more competitive by enabling them to bring new services to market quicker than ever before and by establishing innovative ways of supporting customers` needs.
Folgende Analysten haben Portal bewertet:
BancBoston Robertson Stephens, John Powers
Credit Suisse First Boston, Wendell Laidley
Donaldson Lufkin & Jenrette, Susan Passoni
Goldman, Sachs & Company, Rick Sherlund
Hambrecht & Quist, Eric Zimits
Legg Mason, Chris Desautelle
Merrill Lynch, Mark Fernandes
Soundview Financial Group, Kris Tuttle
Thomas Weisel Partners, Raj Gollamudi
Volpe Brown Whelan & Co., Hampton Adams
2 x strong buy / 7 x buy
Quartalszahlen kamen am Donnerstag, 18.11. (sprechen für sich)
ortal Reports Third Quarter Financial Results
CUPERTINO, Calif.--(BUSINESS WIRE)--Nov. 18, 1999--Portal Software Inc. (NASDAQ: PRSF - news), today announced financial results for the third quarter ended October 31, 1999.
The company reported third quarter FY 2000 revenues of $28.1 million, a 288 percentage increase over revenues of $7.2 million for the comparable quarter in the prior year and a 35 percentage sequential increase over the previous quarter. Net loss for the quarter was $1.7 million or a loss of $.02 per share compared to a net loss of $4.0 million or a proforma loss of $.07 per share for the year earlier period.
``During the quarter, we demonstrated the company`s strong ability to execute on all fronts,`` said John Little, founder and chief executive officer of Portal Software. ``Our financial results exceeded our expectations for the quarter. We gained solid market share in the high-speed Internet access market, as the three largest DSL CLEC providers selected Portal for business infrastructure. We also delivered extremely powerful technology that will enable our customers to bring a new breed of highly sophisticated business models to market.``
At the beginning of the third quarter, Portal set three goals to measure its performance during the quarter: to deliver a major new release of its flagship product, Infranet®, to penetrate the high-speed Internet access market and to continue international expansion. The company successfully accomplished these goals.
During the quarter, Portal shipped Infranet 6.0, the industry`s first customer management and billing software that provides a comprehensive real-time business infrastructure with true-transactional functionality. Infranet 6.0 is driving the evolution of the Internet services market by enabling service providers to implement real-time, fully transactional customer management and billing functionality across their entire business operations, accelerating their ability to bring highly sophisticated, cross-service business models to market.
The company also closed significant business with Deutsche Telekom Online Service GmbH, Europe`s largest consumer ISP, to implement Infranet 6.0 for its T-Online service. The new product will enable T-Online to enhance customer services and build a scalable business infrastructure to support the expected future growth of the service, currently supporting over 3.6 million subscribers.
Portal attained significant market share in the high-speed Internet access market in the quarter by closing key business and establishing technology partnerships. In addition to winning the market`s three largest DSL CLEC providers, Covad Communications, Northpoint Communications and Rhythms NetConnections, Portal closed additional business with Telia, Sweden`s national telecommunications operator, Flashcom Inc., a DSL provider with service in 29 metro markets, and New Edge Networks, a DSL company offering high-speed Internet access to small and medium size cities.
The company also entered into several strategic alliances including Amplify.net, BMS Corporation, Cross Keys Systems Corporation, Integretel, NightFire Software, Quintessent Communications, Objective Systems Integrators, Tibco and Vitria. These partnerships will integrate Infranet with best-of-breed technology from third-party vendors to provide expanded functionality for data CLECs and DSL services.
Portal aggressively expanded international sales and marketing during the quarter. In the Asia-Pacific region, the company announced that it established headquarters in Hong Kong and supporting regional offices in Beijing, China; Kuala Lumpur, Malaysia; Singapore and Sydney, Australia. Key customer wins in Asia include Asia Online, Hong Kong`s oldest independent ISP and Shanghai Online, one of China`s fastest growing ISPs. Portal also continued building momentum in Europe by entering into key customer transactions with T-Online and Telia and through the expansion of its European sales and marketing organization. Two new regional offices in Munich, Germany and Paris, France were opened and will provide sales and marketing support for Portal`s UK-based European headquarters.
Portal also closed additional business with a key design win account, Inktomi. Inktomi has implemented Infranet to bill online merchants for customer transactions and report usage to Internet portals offering the Inktomi Shopping Engine service.
``We are pleased with our financial performance for the quarter which reflects the broad acceptance of our software,`` said Jack Acosta, chief financial officer at Portal. ``We will continue to invest aggressively in sales and marketing to capture market share, and in research and development to maintain and extend our technological advantage - positioning Portal as a leading Internet business infrastructure company.``
About Portal
Portal Software, Inc., is building business infrastructure for the Internet. Based in Cupertino, Calif., Portal is a leading provider of customer management and billing software for Internet and emerging, next-generation communications services. The company`s real-time solution enables service providers to manage customers, support services and collect money. Portal`s customers include US WEST, Qwest Communications, T-Online, Concentric, Covad, Inktomi, Juno Online, France Telecom and Demon Interactive. Information about Portal and its products can be found at http://www.portal.com.
Trademark
(c) 1999 Portal Software, Inc. All rights reserved. Portal and Infranet are U.S. registered trademarks, and Portal Software, the Portal logo, the Real-Time-No Limits tagline and Infranet IPT are trademarks of Portal Software, Inc.
Contact:
Portal Software, Inc.
Lynne Rocha, 408/343-4397
lrocha@portal.com
or
Investor Contacts:
Cheryl Sanchez, 408/861-4545
Investor_relations@portal.com
Fazit: Eines der aussichtsreichsten Firmen in diesem Bereich, vor allem die neuen Geschäftsfelder im ostasiatischen Raum (z.b. China-Phantasie) !
Marktkap. mit 7.526.000.000 jedoch ziemlich hoch, jedochj überwiegen die Chancen
Volumen zur Zeit (19.11.) recht hoch (nach den Q-Zahlen):
Trading Spotlight
Volumen am 18.11.: 3.799.600 Stück
Hompage von Portal: http://www.portal.com/
Das Unternehmen ist bestens positioniert - Es ist sicher kein fehler diesen Wert im Depot zu haben!
Performance seit IPO Anfang Mai überdurchnittlich und der Kurs wird voraussichtlich auch weiterhin outperformen!
Hoffe geholfen zu haben
Lachmann
Hompage von Portal: http://www.portal.com/
Das Unternehmen ist bestens positioniert - Es ist sicher kein fehler diesen Wert im Depot zu haben!
Performance seit IPO Anfang Mai überdurchnittlich und der Kurs wird voraussichtlich auch weiterhin outperformen!
Hoffe geholfen zu haben
Lachmann
Vielen Dank für die Hilfe...
ich hatte mir auch schon einige Infos besorgt und wollte mal die Einschätzung anderer Leute einholen ...
Freut mich, dass meine positive Einschätzung geteilt wird....
Und merke: nicht alles was Portal heisst produziert Portale-Software !
;-)
gruss P.
ich hatte mir auch schon einige Infos besorgt und wollte mal die Einschätzung anderer Leute einholen ...
Freut mich, dass meine positive Einschätzung geteilt wird....
Und merke: nicht alles was Portal heisst produziert Portale-Software !
;-)
gruss P.
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