News zu Broadvison und Intershop!!!!! Haltet Euch fest!!! - 500 Beiträge pro Seite
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Umschichtung von Intershop nach Broadvison!!!!
Der letzte Teil ist sehr Wichtig!!!
17.10.2000
INTERSHOP deutlich überbewertet
Aktienservice Research
Nach Meinung der Analysten von Aktienservice Research sind derzeit die Aktien von INTERSHOP (WKN 622700) deutlich überbewertet.
INTERSHOP zähle zu den technologisch führenden, aussichtsreichsten und zu den am schnellsten wachsenden Anbietern von E-Commerce-Standard-Software. Ferner sei man bereits international umfassend präsent und baue die Marktanteile im Ausland rasant aus. Selbst in den USA – im Heimatmarkt von maßgeblichen Konkurrenten wie BroadVision – wachse man bisher schneller als die Konkurrenz.
In Anbetracht der undifferenzierten Dotcom-Krise werde INTERSHOP zweifellos in 10 Jahren weiterhin eine bedeutende Marktposition bekleiden und zudem auch lukrative Gewinne erzielen. Die positiven Entwicklungsperspektiven sowie eine wirtschaftlich herausragende Entwicklung würden außer Frage stehen. Die gesunde Unternehmensverfassung und der positive wirtschaftliche Outlook würden jedoch nicht zwingend als Garanten für eine bis dahin positive Kursentwicklung stehen.
Hierzu müsse die aktuelle Bewertungsrelation berücksichtigt werden. Die mit einem 2001e-KGV von über 200 – was zudem eine Verzehnfachung des im laufenden Geschäftsjahr geplanten Gewinnes impliziere – beinhalte bereits einiges an positiven Erwartungen.
Im Zuge der jüngsten Korrekturen erhalte das PEG-Ratio zunehmend mehr Bedeutung. Lege man, das Breakeven-Jahr 2000e außer acht gelassen, ab 2001e bis 2004e ein Gewinnwachstum von 125% p.a. zugrunde – was nach einem von Aktienservice Research erwarteten EPS 2001e von 0,22 Euro und einem EPS von 2,5 Euro in 2004e entsprechen würde, wäre der Titel mit einer PEG-Ratio von 1,7 derzeit deutlich überbewertet. Nach der probaten Bewertungsformel KGV/Gewinnwachstum gleich eins impliziere das aktuelle Bewertungsniveau demnach Kurshalbierungspotenzial.
Selbst bei Berücksichtigung der technologischen Führerschaft von INTERSHOP erscheine Aktienservice Research dieser Bewertungsaufschlag in aktueller Höhe nicht gerechtfertigt. Ferner sehe Aktienservice Research derzeit bei INTERSHOP erste Anzeichen von Planungsunsicherheit hinsichtlich des Breakevens im laufenden Geschäftsjahr. Aktienservice Research empfehle INTERSHOP-Aktionären daher, gegebenenfalls unter Berücksichtigung von steuertechnischen Aspekten, ihre Bestände zu 50% in BroadVision umzuschichten.
Der letzte Teil ist sehr Wichtig!!!
17.10.2000
INTERSHOP deutlich überbewertet
Aktienservice Research
Nach Meinung der Analysten von Aktienservice Research sind derzeit die Aktien von INTERSHOP (WKN 622700) deutlich überbewertet.
INTERSHOP zähle zu den technologisch führenden, aussichtsreichsten und zu den am schnellsten wachsenden Anbietern von E-Commerce-Standard-Software. Ferner sei man bereits international umfassend präsent und baue die Marktanteile im Ausland rasant aus. Selbst in den USA – im Heimatmarkt von maßgeblichen Konkurrenten wie BroadVision – wachse man bisher schneller als die Konkurrenz.
In Anbetracht der undifferenzierten Dotcom-Krise werde INTERSHOP zweifellos in 10 Jahren weiterhin eine bedeutende Marktposition bekleiden und zudem auch lukrative Gewinne erzielen. Die positiven Entwicklungsperspektiven sowie eine wirtschaftlich herausragende Entwicklung würden außer Frage stehen. Die gesunde Unternehmensverfassung und der positive wirtschaftliche Outlook würden jedoch nicht zwingend als Garanten für eine bis dahin positive Kursentwicklung stehen.
Hierzu müsse die aktuelle Bewertungsrelation berücksichtigt werden. Die mit einem 2001e-KGV von über 200 – was zudem eine Verzehnfachung des im laufenden Geschäftsjahr geplanten Gewinnes impliziere – beinhalte bereits einiges an positiven Erwartungen.
Im Zuge der jüngsten Korrekturen erhalte das PEG-Ratio zunehmend mehr Bedeutung. Lege man, das Breakeven-Jahr 2000e außer acht gelassen, ab 2001e bis 2004e ein Gewinnwachstum von 125% p.a. zugrunde – was nach einem von Aktienservice Research erwarteten EPS 2001e von 0,22 Euro und einem EPS von 2,5 Euro in 2004e entsprechen würde, wäre der Titel mit einer PEG-Ratio von 1,7 derzeit deutlich überbewertet. Nach der probaten Bewertungsformel KGV/Gewinnwachstum gleich eins impliziere das aktuelle Bewertungsniveau demnach Kurshalbierungspotenzial.
Selbst bei Berücksichtigung der technologischen Führerschaft von INTERSHOP erscheine Aktienservice Research dieser Bewertungsaufschlag in aktueller Höhe nicht gerechtfertigt. Ferner sehe Aktienservice Research derzeit bei INTERSHOP erste Anzeichen von Planungsunsicherheit hinsichtlich des Breakevens im laufenden Geschäftsjahr. Aktienservice Research empfehle INTERSHOP-Aktionären daher, gegebenenfalls unter Berücksichtigung von steuertechnischen Aspekten, ihre Bestände zu 50% in BroadVision umzuschichten.
NICHTS Neues!
ISH technologisch gegenüber BVSN führend ?
Zweifel sind mehr als angebracht
MfG
Cooolman
Zweifel sind mehr als angebracht
MfG
Cooolman
@guterriecher
Alter Hut, die Amis haben den Wert soweit runtergeprügelt, das er jetzt spottbillig ist = Broadvision
Allerdings habe ich gelesen das Intershop durch ihre ambitionen an die Nasdaq zu gehen erst mal in Amerika verprügelt werden; machen die Amis mit deutschen Aktien grundsätzlich.
mfg
Amina
Alter Hut, die Amis haben den Wert soweit runtergeprügelt, das er jetzt spottbillig ist = Broadvision
Allerdings habe ich gelesen das Intershop durch ihre ambitionen an die Nasdaq zu gehen erst mal in Amerika verprügelt werden; machen die Amis mit deutschen Aktien grundsätzlich.
mfg
Amina
Alle die sagen, das Broadvision sehr aussichtsreich ist, denen gebe ich zu 100%, denn mit der Veröffentlichung der Quartalzahlen wird der Kurs explodieren.
Die amerikanischen Analysten(14) sind sehr positiv und stufen BV auf strong buy (siehe unter www.yahoo.com).
Die Aufnahme in den S+P Index ist nur unter gewissen Aufnahmekriterien möglich (Umsatz, Gewinn, Wachstum..). Jetzt könnt Ihr Euch selber ein Bild machen!
Letztes Jahr wurde Yahoo in diesen Index aufgenommen und ist danach regelrecht explodiert!
Die amerikanischen Analysten(14) sind sehr positiv und stufen BV auf strong buy (siehe unter www.yahoo.com).
Die Aufnahme in den S+P Index ist nur unter gewissen Aufnahmekriterien möglich (Umsatz, Gewinn, Wachstum..). Jetzt könnt Ihr Euch selber ein Bild machen!
Letztes Jahr wurde Yahoo in diesen Index aufgenommen und ist danach regelrecht explodiert!
Trading Spotlight
Ja,wenn BVSN so toll ist,warum erkennt keiner das Potenzial und warum dümpeln die auch so weit von ihren Highs rum? Die Rallay bei yahoo dauerte im übrigen auch nur 3 Monate.Falls der Markt jemals wieder drehen sollte wäre eine ISH auf jeden fall dabei!! M.f.G.
Lieber eine 3-monatrally als gar keine!!
6 cent pro Aktie Gewinn!!!!!!!!
@HeisserTip,
ja, Yahoo ist ein bissschen explodiert und seitdem hat es das Papier zerbröselt...
ja, Yahoo ist ein bissschen explodiert und seitdem hat es das Papier zerbröselt...
Das ist jedem informierten Börsianer schon sehr lange bekannt ! Nur ein kleines Dorf in Bayern
wußte es wohl nicht ! ( kulmbach) bzw. wollte es nicht wissen ! DAUSEND!
persönlich würde ich lieber zu 100 % umschichten ! BVSN ist Marktführer und ist sogar immer noch billiger .
Intershop gibt es vielleicht in 1-2 Jahren gar nicht mehr .
wußte es wohl nicht ! ( kulmbach) bzw. wollte es nicht wissen ! DAUSEND!
persönlich würde ich lieber zu 100 % umschichten ! BVSN ist Marktführer und ist sogar immer noch billiger .
Intershop gibt es vielleicht in 1-2 Jahren gar nicht mehr .
RECORD ZAHLEN BEI BROADVISION!!!!
Press Release
BroadVision, Inc. Reports Record Results for Third Quarter
REDWOOD CITY, Calif.--(BUSINESS WIRE)--Oct. 18, 2000--BroadVision, Inc. (Nasdaq:BVSN - news), a leading provider of personalized e-business applications, today reported financial results for the quarter ended September 30, 2000.
-0-
Key financial results for the quarter and comparisons versus prior
quarters are as follows:
Quarter Quarter Quarter
ended ended Annual ended Sequential
9/30/00 9/30/99 Growth 6/30/00 Growth
Revenues $120.2 $29.8 303% $95.3 26%
million million million
Operating $17.8 $3.8 368% $13.5 32%
Income million million million
(Pro Forma
2000 only)
Net Income $13.6 $4.5 202% $10.6 28%
(Pro Forma million million million
2000 only)
Diluted EPS $0.05 $0.02 150% $0.04 25%
(Pro Forma
2000 only)
Key financial results for the first nine months of 2000 as compared to
the same period of 1999 are as follows:
Nine Mos. Ended Nine Mos. Ended Annual
9/30/00 9/30/99 Growth
Revenues $277.0 million $71.8 million 286%
Operating Income $40.5 million $9.3 million 335%
(Pro Forma Fiscal
2000 only)
Net Income $34.2 million $10.7 million 220%
(Pro Forma-Fiscal
2000 only)
Diluted EPS $0.12 $0.04 200%
(Pro Forma-Fiscal
2000 only)
``This quarter`s spectacular growth once again demonstrated the robust market demand for our complete suite of personalized e-business solutions,`` said Dr. Pehong Chen, president and CEO, BroadVision, Inc. ``We are firing on all cylinders to expand our business in all dimensions including new vertical market penetration, geographical distribution, partner contribution, new customer wins, and customer live sites. We will continue to deliver the most innovative e-business applications so that companies, large or small, can become more competitive and profitable by adopting our solutions to establish a true end-to-end self-service enterprise ecosystem with their employees, customers, suppliers, and partners.``
New Customers
During the quarter, BroadVision acquired 142 new customers (115 end-user customers and 27 partner organizations) -- a record number, bringing the total number of BroadVision`s installed base to 1,062 accounts across top vertical markets worldwide.
A sampling of new BroadVision customers includes:
Digital Markets: Alberta Motor Association, Enterpulse, GSA MarketExchange, Mileto, National Federation of Independent Business (NFIB), Winery Exchange
Energy/Utility: Baker Hughes, Centrica, Endesa, National Oilwell
Financial Services: Banque de Rothschild, Bank SinoPac, Credit Suisse-Singapore, Forefield, Kookmin Bank, The Northern Trust, Raiffeisenbank, Softbank-FinFin
High-Tech/Manufacturing: Business Objects, Compaq Computer, Compucom, Computer 3000, Eaton Hydraulics, Idiom, Founder Group, Mitsubishi, Oki Electric, Pulsar, Saga, Swatch, United Microelectronics Corporation (UMC)
Media/Publishing: Bertelsmann, CENS (China Economic News Service), Loftus Multimedia, Market Call, Muzigzag.com, Reed-Elsevier, RR Donnelly, ScheduleMe, OneWorld Networks Integrated Technologies Inc.
Public Sector: The Children`s Hospital of Philadelphia, US Navy, Teacher`s Universe
Retail/Distribution: Asia Mecca, Freechal, Huapu Supermarket, LeShop-Auchan, MyTeam, Nevada Bob`s
Telecom: Alestra/AT&T Mexico BT-Genie Moblie, ConnectOne, Eircom, Genuity, Telekom Italia (Saritel), UUNET Technologies, Zhuhai Mobile
Travel/Leisure: Air France, iTravel, Virtual Tourist Board.
Additionally, the company received significant repeat business during the quarter from a number of existing customers including AirTours, Blackwell`s, Cendant, Georgia Pacific, HP, Pitney Bowes, Lloyds TSB Bank plc, Toshiba, Unifi, USPS, and more.
Partnerships
This quarter, 27 leading firms joined BroadVision`s expanding network of systems integration, consulting and reseller partners to expand its distribution channels, broaden product integration, and develop and launch new technology and services to further penetrate markets in leading industries worldwide. Highlights this quarter include partnerships with:
Compaq Computer Corp. to jointly develop and market solutions built on BroadVision`s suite of e-business applications and Compaq`s ProLiant(TM) servers. Compaq will be BroadVision`s preferred Windows Platform and Compaq Global Services will be the company`s Preferred Windows Infrastructure Services Provider.
Hewlett-Packard Company to significantly expand its commitment to BroadVision beyond its initial $35 million commitment announced in April 1999 and to extend the very successful strategic worldwide reseller and joint product development relationship for 3 additional years. Furthermore, HP also announced that it has entered into a worldwide enterprise end user licensing agreement with BroadVision for all B2C and B2B applications during the same 3-year period.
IBM to integrate BroadVision`s full suite of One-To-One applications on its performance-leading RS/6000 servers with copper technology. In addition, IBM Global Services will create a practice of service professionals around the world to help customers implement BroadVision applications.
CommerceOne to integrate the BroadVision Procurement application with its MarketSite.net B2B e-commerce backend platform.
Furthermore, BroadVision worked closely with systems integration partners such as Andersen Consulting, Context Integration, Cambridge Technology Partners (CTP), Computer Science Corporation (CSC), Computer Technology Associates (CTA), Corio, Deloitte Consulting, Ernst & Young, Groundswell, HP, iXL, KPMG, LEAPNet, MediData, NexGenix, PricewaterhouseCoopers, Roundarch, Softek, USinternetworking, Xpedior, and others which together delivered or influenced over 80% of new license revenues during the quarter.
Additional Milestones
BroadVision University (BVU) trained more than 2,000 external consultants globally in 15 different languages, and launched the Authorized BroadVision Implementor Program as well as the BroadVision Virtual Campus. BVU`s inventory of courses in both mediums has increased ten-fold in the last year. The organization is on pace to deliver more than 70,000 student days before year end, an eleven-fold increase over BVU`s 5,000 student days in FY`99.
To date, BVU has successfully graduated in excess of 12,000 System Integration consultants -- the largest number of trained implementers for any e-business solution provider in the marketplace today.
BroadVision shipped 19 products on schedule including BroadVision MarketMaker, a B2B solution that assists customers with the rapid implementation of their B2B exchanges and marketplaces that have the unique ability to buy, sell and exchange on a single integrated e-commerce platform.
BroadVision`s customer British Telecom`s enterprise portal site www.bt.com won the Keynote Award as the fastest downloading business site in the United Kingdom (the site was counted as the fastest site for 7 weeks consecutively -- a record).
BroadVision and H&Q Asia Pacific, a leading private equity investor in Asia, announced the formation of a new company called Mobile Business Commerce Co. Ltd., a Business Services Provider (BSP) in Japan, to deliver B2B mobile commerce (m-commerce) services to the highly successful NTT DoCoMo mobile market.
BroadVision was named to Deloitte and Touche`s Technology Fast 50.
CMP Media`s Intelligent Enterprise Magazine announced BroadVision won this year`s Readers` Choice Award for Customer Interaction Applications.
Forward-Looking Statements
The company noted that each of the above forward-looking statements is subject to change, based on various important factors, including, without limitation, changes in the market and competition. Additional information on potential factors that could affect the company`s financial results is included in the company`s prospectus, Forms 10-K and 10-Q, and other documents filed with the Securities and Exchange Commission.
About BroadVision
BroadVision (Nasdaq: BVSN, Neuer Markt: BDN) develops and delivers an integrated suite of packaged applications for conducting e-commerce interactions and transactions. Global enterprises and government entities use these applications to sell, buy and exchange information over the web and on wireless devices. The BroadVision e-commerce application suite enables a corporation to become more competitive and profitable by establishing and sustaining high-yield relationships with customers, suppliers and employees. BroadVision services professionals, supported by over 100 partner organizations worldwide, transform these applications into business value for our customers through consulting, education, and support services in more than 34 countries.
BroadVision -- founded in 1993, public since 1996 -- has over 1,000 customers. IDC ranks BroadVision as the world`s leading provider of e-commerce software applications (International Data Corp., E-Commerce Software Applications Market Forecast and Analysis, 2000-2004). BroadVision is headquartered in Redwood City, California and can be reached at 650/261-5100 or info@broadvision.com.
The Condensed Consolidated Balance Sheets as of September 30, 2000 and December 31, 1999 and the Condensed Consolidated Statements of Operations for the three and nine months ended September 30, 1999 are included.
Note to Editors: BroadVision is a registered trademark and BroadVision One-To-One is a trademark of BroadVision, Inc. in the United States and other countries. Other names herein may be the property of their respective owners.
-0-
BROADVISION, INC. AND SUBSIDIARIES
CONDENSED CONSOLIDATED BALANCE SHEETS
(In thousands; Unaudited)
September 30, December 31,
2000 1999
ASSETS
Current assets:
Cash and cash equivalents $ 156,401 $ 279,823
Short-term investments 110,526 68,758
Accounts receivable, less doubtful
accounts allowances of $2,805
and $1,446 for 2000 and 1999,
respectively 92,579 26,540
Prepaids and other 13,139 5,085
Total current assets 372,645 380,206
Property and equipment, net 42,234 16,751
Long-term investments 81,291 4,414
Goodwill and other intangibles, net 674,876 --
Other assets 6,624 4,757
Total assets $ 1,177,670 $ 406,128
LIABILITIES AND STOCKHOLDERS` EQUITY
Current liabilities:
Accounts payable $ 12,824 $ 5,754
Accrued expenses 41,224 13,156
Unearned revenue 16,897 3,896
Deferred maintenance 37,179 15,228
Income taxes -- 16,769
Current portion of capital
lease obligations
and long-term debt 1,678 1,247
Total current liabilities 109,802 56,050
Long-term debt 4,730 4,890
Total liabilities 114,532 60,940
Stockholders` equity:
Common stock 27 24
Additional paid-in capital 1,161,642 320,259
Deferred compensation -- (226)
Accumulated other
comprehensive income, net of tax (144) 25,925
Accumulated deficit (98,387) (794)
Total stockholders` equity 1,063,138 345,188
Total liabilities and
stockholders` equity $ 1,177,670 $ 406,128
BROADVISION, INC. AND SUBSIDIARIES
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS
(In thousands, except per share amounts; Unaudited)
Three Months Ended Nine Months Ended
September 30, September 30,
2000 1999 2000 1999
Revenues:
Software licenses $ 72,351 $ 18,954 $169,913 $ 47,221
Services 47,843 10,877 107,126 24,550
Total revenues 120,194 29,831 277,039 71,771
Cost of revenues:
Cost of license
revenues 1,395 676 5,021 2,460
Cost of service
revenues 34,015 7,241 79,971 15,186
Total cost
of revenues 35,410 7,917 84,992 17,646
Gross profit 84,784 21,914 192,047 54,125
Operating expenses:
Research and
development 14,988 3,816 30,453 9,985
Sales and marketing 43,799 12,136 102,569 29,820
General and
administrative 8,198 2,119 18,542 5,001
Goodwill and intangible
amortization, net 66,308 -- 121,712 --
Charge for acquired
in-process Technology -- -- 10,100 --
Total operating
expenses 133,293 18,071 283,376 44,806
Operating income (loss) (48,509) 3,843 (91,329) 9,319
Other income, net 4,318 891 15,505 2,000
Income (loss) before
provision for
income taxes (44,191) 4,734 (75,824) 11,319
Provision for
income taxes 8,565 240 21,769 573
Net income (loss) $(52,756) $ 4,494 $(97,593) $ 10,746
Basic earnings
(loss) per share $ (0.20) $ 0.02 $ (0.38) $ 0.05
Diluted earnings
(loss) per share $ (0.20) $ 0.02 $ (0.38) $ 0.04
Shares used in computing:
Basic earnings
(loss) per share 266,368 229,005 257,254 225,918
Diluted earnings
(loss) per share 266,368 259,947 257,254 254,259
Pro Forma
Net Income(a) $ 13,552 N/A $ 34,219 N/A
Pro forma basic
earnings per share $ 0.05 N/A $ 0.13 N/A
Pro forma diluted
earnings per share $ 0.05 N/A $ 0.12 N/A
(a) Pro Forma net income/EPS excludes amortization of goodwill and
acquired technology and the charge for acquired in-process
technology. Goodwill amortization was $63,899 and $117,295 and
acquired technology amortization was $2,409 and $4,417 for the
three and nine months ended September 30, 2000, respectively. The
charge for acquired in-process technology was $0 and $10,100 for
the three and nine months ended September 30, 2000, respectively.
Shares used for the pro forma diluted earnings per share
calculations are 299,055 and 293,881 for the three and nine months
ended September 30, 2000, respectively.
--------------------------------------------------------------------------------
Contact:
BroadVision, Inc.
Peter Downs, 650/261-5958
pdowns@broadvision.com
Janine Kromhout, 650/261-5940
jkromhout@broadvision.com
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Press Release
BroadVision, Inc. Reports Record Results for Third Quarter
REDWOOD CITY, Calif.--(BUSINESS WIRE)--Oct. 18, 2000--BroadVision, Inc. (Nasdaq:BVSN - news), a leading provider of personalized e-business applications, today reported financial results for the quarter ended September 30, 2000.
-0-
Key financial results for the quarter and comparisons versus prior
quarters are as follows:
Quarter Quarter Quarter
ended ended Annual ended Sequential
9/30/00 9/30/99 Growth 6/30/00 Growth
Revenues $120.2 $29.8 303% $95.3 26%
million million million
Operating $17.8 $3.8 368% $13.5 32%
Income million million million
(Pro Forma
2000 only)
Net Income $13.6 $4.5 202% $10.6 28%
(Pro Forma million million million
2000 only)
Diluted EPS $0.05 $0.02 150% $0.04 25%
(Pro Forma
2000 only)
Key financial results for the first nine months of 2000 as compared to
the same period of 1999 are as follows:
Nine Mos. Ended Nine Mos. Ended Annual
9/30/00 9/30/99 Growth
Revenues $277.0 million $71.8 million 286%
Operating Income $40.5 million $9.3 million 335%
(Pro Forma Fiscal
2000 only)
Net Income $34.2 million $10.7 million 220%
(Pro Forma-Fiscal
2000 only)
Diluted EPS $0.12 $0.04 200%
(Pro Forma-Fiscal
2000 only)
``This quarter`s spectacular growth once again demonstrated the robust market demand for our complete suite of personalized e-business solutions,`` said Dr. Pehong Chen, president and CEO, BroadVision, Inc. ``We are firing on all cylinders to expand our business in all dimensions including new vertical market penetration, geographical distribution, partner contribution, new customer wins, and customer live sites. We will continue to deliver the most innovative e-business applications so that companies, large or small, can become more competitive and profitable by adopting our solutions to establish a true end-to-end self-service enterprise ecosystem with their employees, customers, suppliers, and partners.``
New Customers
During the quarter, BroadVision acquired 142 new customers (115 end-user customers and 27 partner organizations) -- a record number, bringing the total number of BroadVision`s installed base to 1,062 accounts across top vertical markets worldwide.
A sampling of new BroadVision customers includes:
Digital Markets: Alberta Motor Association, Enterpulse, GSA MarketExchange, Mileto, National Federation of Independent Business (NFIB), Winery Exchange
Energy/Utility: Baker Hughes, Centrica, Endesa, National Oilwell
Financial Services: Banque de Rothschild, Bank SinoPac, Credit Suisse-Singapore, Forefield, Kookmin Bank, The Northern Trust, Raiffeisenbank, Softbank-FinFin
High-Tech/Manufacturing: Business Objects, Compaq Computer, Compucom, Computer 3000, Eaton Hydraulics, Idiom, Founder Group, Mitsubishi, Oki Electric, Pulsar, Saga, Swatch, United Microelectronics Corporation (UMC)
Media/Publishing: Bertelsmann, CENS (China Economic News Service), Loftus Multimedia, Market Call, Muzigzag.com, Reed-Elsevier, RR Donnelly, ScheduleMe, OneWorld Networks Integrated Technologies Inc.
Public Sector: The Children`s Hospital of Philadelphia, US Navy, Teacher`s Universe
Retail/Distribution: Asia Mecca, Freechal, Huapu Supermarket, LeShop-Auchan, MyTeam, Nevada Bob`s
Telecom: Alestra/AT&T Mexico BT-Genie Moblie, ConnectOne, Eircom, Genuity, Telekom Italia (Saritel), UUNET Technologies, Zhuhai Mobile
Travel/Leisure: Air France, iTravel, Virtual Tourist Board.
Additionally, the company received significant repeat business during the quarter from a number of existing customers including AirTours, Blackwell`s, Cendant, Georgia Pacific, HP, Pitney Bowes, Lloyds TSB Bank plc, Toshiba, Unifi, USPS, and more.
Partnerships
This quarter, 27 leading firms joined BroadVision`s expanding network of systems integration, consulting and reseller partners to expand its distribution channels, broaden product integration, and develop and launch new technology and services to further penetrate markets in leading industries worldwide. Highlights this quarter include partnerships with:
Compaq Computer Corp. to jointly develop and market solutions built on BroadVision`s suite of e-business applications and Compaq`s ProLiant(TM) servers. Compaq will be BroadVision`s preferred Windows Platform and Compaq Global Services will be the company`s Preferred Windows Infrastructure Services Provider.
Hewlett-Packard Company to significantly expand its commitment to BroadVision beyond its initial $35 million commitment announced in April 1999 and to extend the very successful strategic worldwide reseller and joint product development relationship for 3 additional years. Furthermore, HP also announced that it has entered into a worldwide enterprise end user licensing agreement with BroadVision for all B2C and B2B applications during the same 3-year period.
IBM to integrate BroadVision`s full suite of One-To-One applications on its performance-leading RS/6000 servers with copper technology. In addition, IBM Global Services will create a practice of service professionals around the world to help customers implement BroadVision applications.
CommerceOne to integrate the BroadVision Procurement application with its MarketSite.net B2B e-commerce backend platform.
Furthermore, BroadVision worked closely with systems integration partners such as Andersen Consulting, Context Integration, Cambridge Technology Partners (CTP), Computer Science Corporation (CSC), Computer Technology Associates (CTA), Corio, Deloitte Consulting, Ernst & Young, Groundswell, HP, iXL, KPMG, LEAPNet, MediData, NexGenix, PricewaterhouseCoopers, Roundarch, Softek, USinternetworking, Xpedior, and others which together delivered or influenced over 80% of new license revenues during the quarter.
Additional Milestones
BroadVision University (BVU) trained more than 2,000 external consultants globally in 15 different languages, and launched the Authorized BroadVision Implementor Program as well as the BroadVision Virtual Campus. BVU`s inventory of courses in both mediums has increased ten-fold in the last year. The organization is on pace to deliver more than 70,000 student days before year end, an eleven-fold increase over BVU`s 5,000 student days in FY`99.
To date, BVU has successfully graduated in excess of 12,000 System Integration consultants -- the largest number of trained implementers for any e-business solution provider in the marketplace today.
BroadVision shipped 19 products on schedule including BroadVision MarketMaker, a B2B solution that assists customers with the rapid implementation of their B2B exchanges and marketplaces that have the unique ability to buy, sell and exchange on a single integrated e-commerce platform.
BroadVision`s customer British Telecom`s enterprise portal site www.bt.com won the Keynote Award as the fastest downloading business site in the United Kingdom (the site was counted as the fastest site for 7 weeks consecutively -- a record).
BroadVision and H&Q Asia Pacific, a leading private equity investor in Asia, announced the formation of a new company called Mobile Business Commerce Co. Ltd., a Business Services Provider (BSP) in Japan, to deliver B2B mobile commerce (m-commerce) services to the highly successful NTT DoCoMo mobile market.
BroadVision was named to Deloitte and Touche`s Technology Fast 50.
CMP Media`s Intelligent Enterprise Magazine announced BroadVision won this year`s Readers` Choice Award for Customer Interaction Applications.
Forward-Looking Statements
The company noted that each of the above forward-looking statements is subject to change, based on various important factors, including, without limitation, changes in the market and competition. Additional information on potential factors that could affect the company`s financial results is included in the company`s prospectus, Forms 10-K and 10-Q, and other documents filed with the Securities and Exchange Commission.
About BroadVision
BroadVision (Nasdaq: BVSN, Neuer Markt: BDN) develops and delivers an integrated suite of packaged applications for conducting e-commerce interactions and transactions. Global enterprises and government entities use these applications to sell, buy and exchange information over the web and on wireless devices. The BroadVision e-commerce application suite enables a corporation to become more competitive and profitable by establishing and sustaining high-yield relationships with customers, suppliers and employees. BroadVision services professionals, supported by over 100 partner organizations worldwide, transform these applications into business value for our customers through consulting, education, and support services in more than 34 countries.
BroadVision -- founded in 1993, public since 1996 -- has over 1,000 customers. IDC ranks BroadVision as the world`s leading provider of e-commerce software applications (International Data Corp., E-Commerce Software Applications Market Forecast and Analysis, 2000-2004). BroadVision is headquartered in Redwood City, California and can be reached at 650/261-5100 or info@broadvision.com.
The Condensed Consolidated Balance Sheets as of September 30, 2000 and December 31, 1999 and the Condensed Consolidated Statements of Operations for the three and nine months ended September 30, 1999 are included.
Note to Editors: BroadVision is a registered trademark and BroadVision One-To-One is a trademark of BroadVision, Inc. in the United States and other countries. Other names herein may be the property of their respective owners.
-0-
BROADVISION, INC. AND SUBSIDIARIES
CONDENSED CONSOLIDATED BALANCE SHEETS
(In thousands; Unaudited)
September 30, December 31,
2000 1999
ASSETS
Current assets:
Cash and cash equivalents $ 156,401 $ 279,823
Short-term investments 110,526 68,758
Accounts receivable, less doubtful
accounts allowances of $2,805
and $1,446 for 2000 and 1999,
respectively 92,579 26,540
Prepaids and other 13,139 5,085
Total current assets 372,645 380,206
Property and equipment, net 42,234 16,751
Long-term investments 81,291 4,414
Goodwill and other intangibles, net 674,876 --
Other assets 6,624 4,757
Total assets $ 1,177,670 $ 406,128
LIABILITIES AND STOCKHOLDERS` EQUITY
Current liabilities:
Accounts payable $ 12,824 $ 5,754
Accrued expenses 41,224 13,156
Unearned revenue 16,897 3,896
Deferred maintenance 37,179 15,228
Income taxes -- 16,769
Current portion of capital
lease obligations
and long-term debt 1,678 1,247
Total current liabilities 109,802 56,050
Long-term debt 4,730 4,890
Total liabilities 114,532 60,940
Stockholders` equity:
Common stock 27 24
Additional paid-in capital 1,161,642 320,259
Deferred compensation -- (226)
Accumulated other
comprehensive income, net of tax (144) 25,925
Accumulated deficit (98,387) (794)
Total stockholders` equity 1,063,138 345,188
Total liabilities and
stockholders` equity $ 1,177,670 $ 406,128
BROADVISION, INC. AND SUBSIDIARIES
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS
(In thousands, except per share amounts; Unaudited)
Three Months Ended Nine Months Ended
September 30, September 30,
2000 1999 2000 1999
Revenues:
Software licenses $ 72,351 $ 18,954 $169,913 $ 47,221
Services 47,843 10,877 107,126 24,550
Total revenues 120,194 29,831 277,039 71,771
Cost of revenues:
Cost of license
revenues 1,395 676 5,021 2,460
Cost of service
revenues 34,015 7,241 79,971 15,186
Total cost
of revenues 35,410 7,917 84,992 17,646
Gross profit 84,784 21,914 192,047 54,125
Operating expenses:
Research and
development 14,988 3,816 30,453 9,985
Sales and marketing 43,799 12,136 102,569 29,820
General and
administrative 8,198 2,119 18,542 5,001
Goodwill and intangible
amortization, net 66,308 -- 121,712 --
Charge for acquired
in-process Technology -- -- 10,100 --
Total operating
expenses 133,293 18,071 283,376 44,806
Operating income (loss) (48,509) 3,843 (91,329) 9,319
Other income, net 4,318 891 15,505 2,000
Income (loss) before
provision for
income taxes (44,191) 4,734 (75,824) 11,319
Provision for
income taxes 8,565 240 21,769 573
Net income (loss) $(52,756) $ 4,494 $(97,593) $ 10,746
Basic earnings
(loss) per share $ (0.20) $ 0.02 $ (0.38) $ 0.05
Diluted earnings
(loss) per share $ (0.20) $ 0.02 $ (0.38) $ 0.04
Shares used in computing:
Basic earnings
(loss) per share 266,368 229,005 257,254 225,918
Diluted earnings
(loss) per share 266,368 259,947 257,254 254,259
Pro Forma
Net Income(a) $ 13,552 N/A $ 34,219 N/A
Pro forma basic
earnings per share $ 0.05 N/A $ 0.13 N/A
Pro forma diluted
earnings per share $ 0.05 N/A $ 0.12 N/A
(a) Pro Forma net income/EPS excludes amortization of goodwill and
acquired technology and the charge for acquired in-process
technology. Goodwill amortization was $63,899 and $117,295 and
acquired technology amortization was $2,409 and $4,417 for the
three and nine months ended September 30, 2000, respectively. The
charge for acquired in-process technology was $0 and $10,100 for
the three and nine months ended September 30, 2000, respectively.
Shares used for the pro forma diluted earnings per share
calculations are 299,055 and 293,881 for the three and nine months
ended September 30, 2000, respectively.
--------------------------------------------------------------------------------
Contact:
BroadVision, Inc.
Peter Downs, 650/261-5958
pdowns@broadvision.com
Janine Kromhout, 650/261-5940
jkromhout@broadvision.com
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was heisst das eigentlich wenn ausserbörslich bei L&S der kurs momentan schlechter steht
wie bei abschluss um 20 uhr im xetra...tali
was heisst das eigentlich wenn ausserbörslich bei L&S der kurs momentan schlechter steht
wie bei abschluss um 20 uhr im xetra...tali
merkt ihr denn nichts?
bei einer nasdaq-notierung werden immer sehr harte bandagen angelegt!
intershop muss derzeit einiges durchmachen!
elk56
bei einer nasdaq-notierung werden immer sehr harte bandagen angelegt!
intershop muss derzeit einiges durchmachen!
elk56
Mein Tipp!!
BV wird in der nächsten Zeit steigen!!!!
Kurse um die 30 € herum sind super Einstiegskurse!!
Dies ist ein relistischer Tipp!!
Dies ist ein gesundes Unternehmen!!
Der Stier
BV wird in der nächsten Zeit steigen!!!!
Kurse um die 30 € herum sind super Einstiegskurse!!
Dies ist ein relistischer Tipp!!
Dies ist ein gesundes Unternehmen!!
Der Stier
Hi Stier,
so ein Mist! Die Amis sind echt bescheuert! Die Zahlen sind mega-geil und nichts passiert bei denen!
Broadvision übertrifft alle Erwartungen und nachbörslich reagiert der Kurs nicht auf diese Meldung! Die Börse kann jetzt eigentlich dicht machen, wenn das so weiter geht!
Am meisten regt mich dieser doofe Analyst auf, der Broadvision vor einiger Zeit den Gnadenstoß gegeben hat (Herunterstufung). So ein Idiot hat den ganzen Kurs von Broadvision kaputt gemacht.
Danach die Pommesbude Intershop aus Sachsen durch Ihre miserablen Gewinnschätzungen, hat auch den Kurs von BVSN in Mitleidenschaft gezogen... Was Broadvision leistet sieht man doch an dem Ergebnis von heute!
Fazit: die günstigen Kurse werde ich weiterhin als Einstiegskurse nutzen.
so ein Mist! Die Amis sind echt bescheuert! Die Zahlen sind mega-geil und nichts passiert bei denen!
Broadvision übertrifft alle Erwartungen und nachbörslich reagiert der Kurs nicht auf diese Meldung! Die Börse kann jetzt eigentlich dicht machen, wenn das so weiter geht!
Am meisten regt mich dieser doofe Analyst auf, der Broadvision vor einiger Zeit den Gnadenstoß gegeben hat (Herunterstufung). So ein Idiot hat den ganzen Kurs von Broadvision kaputt gemacht.
Danach die Pommesbude Intershop aus Sachsen durch Ihre miserablen Gewinnschätzungen, hat auch den Kurs von BVSN in Mitleidenschaft gezogen... Was Broadvision leistet sieht man doch an dem Ergebnis von heute!
Fazit: die günstigen Kurse werde ich weiterhin als Einstiegskurse nutzen.
Mit dem bekloppten Anal-ysten kann ich Dir nur recht geben. Wobei ich es natürlich
schön finde, das man in diesen Wert bei 25€ reinkommen konnte. Ein Wert der wächst
macht sich im renommierten S+P zudem einfach besser fürs Gesamtbild..., ähem.
schön finde, das man in diesen Wert bei 25€ reinkommen konnte. Ein Wert der wächst
macht sich im renommierten S+P zudem einfach besser fürs Gesamtbild..., ähem.
Hallo Guterriecher,
Ausserbörslich lag der Kurs bei 26,78 Doller und denke, dass der Kurs heute die 30 $ knackt.(Úmsatz von 30 Mill. auf 120 Millionen gesteigert)Das soll einer erst nachmachen!!!!
Ich hoffe, dass ich noch eine gute Nachkaufmöglichkeit erwische!
Ausserbörslich lag der Kurs bei 26,78 Doller und denke, dass der Kurs heute die 30 $ knackt.(Úmsatz von 30 Mill. auf 120 Millionen gesteigert)Das soll einer erst nachmachen!!!!
Ich hoffe, dass ich noch eine gute Nachkaufmöglichkeit erwische!
Habe noch einen besseren Tipp: 50% auf Sparbuch umschichten !
@germanist
Spitzen Tip (für Lemminge)!
...und womöglich die anderen 50% unter´s Kopfkissen....
Spitzen Tip (für Lemminge)!
...und womöglich die anderen 50% unter´s Kopfkissen....
Broadvision wird in den S&P 500 aufgenommen!
So berauschend sind die Zahlen ja nun auch nicht bei BVSN, immerhin wurde im Q3 ein ansehnlicher Verlust geschrieben!
Nachzulesen: http://www.instock.de/unternehmen/artikel/2000/10/19/38029/i…
Nachzulesen: http://www.instock.de/unternehmen/artikel/2000/10/19/38029/i…
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