ariba ergebnise sehr gut!!! - 500 Beiträge pro Seite

[Klarius]

Ariba First Internet B2B to Report ProfitEarnings $0.05 and Revenues of $170.2 Million, up 625% Exceeds Expectations

PR Newswire
MOUNTAIN VIEW, Calif., Jan 11, 2001 /PRNewswire via COMTEX/ -- Ariba, Inc.
(Nasdaq: ARBA), the leading business-to-business (B2B) eCommerce platform and
network services provider, today announced record results for the first quarter
of fiscal 2001, ended December 31, 2000.

Revenues for the first quarter of fiscal 2001, are the largest for any quarter
in Ariba`s history at $170.2 million, up 625 percent from the same period last
year. Net income for the quarter excluding certain non-cash charges was $14.0
million, or $0.05 per share, beating the First Call consensus estimate of $0.02
per share. During the corresponding quarter in fiscal 2000, the comparable net
loss was $5.6 million, or a loss of $0.04 per share, excluding non-cash charges.

"Demand for Ariba eCommerce products and services continues to be strong as
customers -- around the world -- are closely watching the bottom line and
looking to realize immediate benefits," said Keith Krach, Ariba`s chairman and
chief executive officer. "Our revenue growth and profitability are the ultimate
validation of a well-balanced strategy and Ariba`s best-of-breed eCommerce
applications."

"Ariba continued to build market share and extend its leadership position
globally this quarter," said Larry Mueller, Ariba`s president and chief
operating officer. "Looking forward, Ariba is positioning itself to lead the
next wave of e-commerce: extending and validating the strength of our eCommerce
platform."

Building Market Share

Ariba expanded its market share globally this quarter and signed a number of new
contracts around the world including: American Airlines, American Cancer
Society, Best Buy, PNC Bank N.A., Sara Lee and USAA in North America; Dutch
Railways, EuroBank of Greece, TI Group in Europe; Cable & Wireless HKT IMS,
India Markets, and Sony in Asia, and many others.

Delivering Results Worldwide

Additionally, the power of Ariba`s eCommerce platform was experienced around the
globe in the first quarter of fiscal 2001. Customers going live on Ariba
included FiNetrics, Rohm & Haas, Sprint PCS, Sunoco, Texaco and Union Bank of
California in North America, as well as Volkswagen, Cemex in Latin America, and
ORICA (a major chemicals company) in Australia among many others.

Extending Global e-Commerce with Leveraged Partnerships

In Japan, Ariba made significant strides to become the leading B2B eCommerce
provider for the world`s second largest economy including a joint venture with
SOFTBANK CORP. and SOFTBANK E-COMMERCE CORP., a wholly owned subsidiary of
SOFTBANK CORP., the appointment of Mr. Kuniaki Watanabe as the president of the
combined Ariba-Softbank effort and the addition of 20 proposed partners
including major Japanese electronic manufacturers, system integrators, banks,
brokers and trading houses.

Global B2B e-commerce was further enabled this quarter as the UDDI Project
(Universal Description, Discovery and Integration) was rolled out to the public.
The UDDI Business Registry - initially introduced by Ariba, IBM and Microsoft -
is a Web service designed to accelerate the adoption of B2B integration and
commerce on the Internet. The UDDI Project also announced that 94 new members
have joined since the launch in June of 2000, bringing the total number of
participants to 130.

Additionally technology alliances were struck with Rapt Inc., a leading provider
of solutions for Dynamic Commerce Management (DCM), to help Ariba customers take
the next step in Internet procurement -- intelligent, informed purchasing
decisions across multiple locations, lines of business and purchasing scenarios;
and with diCarta, Inc., the leader of Internet-based, contract and revenue
management solutions, to help its customers reduce process complexity and costs
involved in negotiating and developing contracts.

Launching New Products and Services

A number of new programs to ease the integration to Ariba`s eCommerce platform
as well as product enhancements to conduct commerce were introduced in the first
quarter of the fiscal year including:

-- the creation of Ariba Ready(TM), a new Ariba program for helping to ensure
smooth business integration and seamless interoperability between buyers, market
makers, and suppliers accessing the Ariba Commerce Services Network(TM);

-- general availability of AribaLive(TM), a new implementation methodology and
knowledge resource for partners and customers designed to increase deployment
speed and efficiency of Ariba solutions;

-- the latest version of Ariba Sourcing(TM), featuring intuitive graphical user
interface with comprehensive field instructions; expanded criteria for supplier
capability matching; expanded set of product/service RFQ templates for a
wide-ranging variety of areas and expanded registration capability allowing
users to register simultaneously as both a buyer and supplier organization
thereby increasing the reach of the middle tiers throughout the supply chain.

Financial Guidance

In Q2 fiscal year 2001 we expect revenues in the range of $180-$185 million in
revenue and EPS in Q2 in the range of $0.06 per share.

For FY2001, our revenue forecast is $780-$790 million. Our outlook for earnings
growth is $0.25 - $0.26 per share for the year.

ABOUT ARIBA

Ariba, Inc. is the leading business-to-business (B2B) eCommerce platform and
network services provider. Through the Ariba B2B Commerce platform -- an open,
end-to-end infrastructure of interoperable software solutions and hosted
Web-based commerce services -- the company enables efficient online trade,
integration and collaboration between B2B marketplaces, buyers, suppliers and
commerce service providers. The reach and functionality of the Ariba B2B
Commerce platform is designed to create Internet-driven economies of scale and
process efficiencies for leading companies around the world. Ariba can be
contacted in the U.S. at 650-930-6200 or at www.ariba.com.

"Safe Harbor" Statement Under the Private Securities Litigation Reform Act 1995:

Information and announcements in this release involve Ariba`s expectations,
beliefs, hopes, plans, intentions or strategies regarding the future and are
forward-looking statements that involve risks and uncertainties. All
forward-looking statements included in this release are based upon information
available to Ariba as of the date of the release, and we assume no obligation to
update any such forward-looking statements. These statements are not guarantees
of future performance and actual results could differ materially from our
current expectations. Factors that could cause or contribute to such differences
include, but are not limited to: delays in development or shipment of new
versions of our Ariba B2B Commerce Platform; lack of market acceptance of the
Ariba B2B Commerce Platform or other new products or services; inability to
continue to develop competitive new products and services on a timely basis;
introduction of new products or services by major competitors; our ability to
attract and retain qualified employees; difficulties in assimilating companies
recently acquired, including Tradex, Trading Dynamics, and SupplierMarket.com;
inability to expand our operations to support increased growth; the recognition
of an increasing portion of revenues at the end of the quarter; declining
economic conditions, including a slowdown or recession; inability to control
costs; changes in our pricing or compensation policies; and significant
fluctuations in our stock price. These and other factors and risks associated
with our business are discussed in the Company`s Form 10-K filed December 29,
2000.

NOTE: Ariba and the Ariba logo are registered trademarks and Ariba B2B Commerce
Platform are trademarks of Ariba, Inc. All other products or company names
mentioned are used for identification purposes only, and may be trademarks of
their respective owners.


ARIBA, INC.
BALANCE SHEETS
(in thousands)
(unaudited)

December 31, September 30,
2000 2000

ASSETS

Cash, cash equivalents and
investments $407,983 $364,691
Restricted cash 44,000 32,037
Accounts receivable, net 119,929 61,892
Prepaid expenses and other assets 21,970 14,071
Property and equipment, net 72,909 56,049
Goodwill and other intangible
assets, net 2,992,438 3,287,138
Total assets $3,659,229 $3,815,878


LIABILITIES AND STOCKHOLDERS` EQUITY

Accounts payable $18,578 $11,235
Accrued compensation and related
liabilities 64,769 54,439
Other accrued liabilities 66,466 51,372
Deferred revenue 235,008 199,702
Capital leases and other
obligations 16,576 938
Total liabilities 401,397 317,686
Stockholders` equity
Common stock 500 495
Additional paid-in capital 4,552,127 4,466,325
Deferred stock-based compensation (108,175) (130,003)
Accumulated other comprehensive
loss (1,289) (918)
Accumulated deficit (1,185,331) (837,707)
Total stockholders` equity 3,257,832 3,498,192
Total liabilities and
stockholders` equity $3,659,229 $3,815,878


ARIBA, INC.
STATEMENTS OF OPERATIONS
(in thousands, except per share amounts)
(unaudited)

Three Months Ended
December 31,
2000 1999

Revenues:
License $128,911 $15,784
Maintenance and service 41,322 7,695
Total revenues 170,233 23,479
Cost of revenues 31,331 3,442
Gross profit 138,902 20,037
Operating expenses:
Sales and marketing 83,688 19,774
Research and development 20,789 4,443
General and administrative 16,395 3,421
Total operating expenses 120,872 27,638
Income (loss) before amortization,
other income and taxes 18,030 (7,601)
Amortization of goodwill and
other intangible assets 328,528 --
Business partner warrants 12,783 --
Amortization of stock-based
compensation 20,331 4,719
Loss before other income and taxes (343,612) (12,320)
Other income, net 4,580 2,059
Pre tax loss (339,032) (10,261)
Provision for income taxes (8,592) (73)
Net loss $(347,624) $(10,334)


Net loss per share - basic and
diluted $(1.48) $(0.07)

Shares used in computing net loss
per share - basic and diluted 235,285 155,980



PRO FORMA STATEMENTS OF OPERATIONS
(in thousands, except per share
amounts)
(unaudited)

Three Months Ended
December 31,
2000 1999

Revenues:
License $128,911 $15,784
Maintenance and service 41,322 7,695
Total revenues 170,233 23,479
Cost of revenues 31,331 3,442
Gross profit 138,902 20,037
Operating expenses:
Sales and marketing 83,688 19,774
Research and development 20,789 4,443
General and administrative 16,395 3,421
Total operating expenses 120,872 27,638
Income (loss) from operating
activities 18,030 (7,601)
Other income, net 4,580 2,059
Pre tax income (loss) 22,610 (5,542)
Provision for income taxes (8,592) (73)
Net income (loss) $14,018 $(5,615)


Pro forma net loss per share -
basic -- $(0.04)
Pro forma net income per share -
diluted $0.05 --

Shares used in computing net loss
per share -- basic -- 155,980
Shares used in computing net
income per share -- diluted 276,712 --

SOURCE Ariba, Inc.


CONTACT: investors, Stefanie Elkins of Ariba, Inc., 650-930-6200, or
[e-mail]

URL: http://www.ariba.com
http://www.prnewswire.com

(C) 2001 PR Newswire. All rights reserved.

-0-


KEYWORD: California
INDUSTRY KEYWORD: CPR
MLM
ECM
SUBJECT CODE: ERN

STOCK SYMBOLS: [(arba)]

[Klarius]

nachbörslich um $42

[megaschotte]

So ein Tag, so wunderschön wie heute...
Bin ich froh, daß ich meine arba durch dick und dünn gehalten habe! Was für ein Papier!Erwartungen um das 2 1/2fache übertroffen!

[tuerk]

sounds well - ariba gingen nach guten Zahlen schon mal um ca. 50 % am nächsten Tag hoch. Aber diesmal ?? Mal sehen, bin sehr gespannt, das Ausgangsniveau ist jedenfalls relativ wieder relativ tief.
aber es gibt natürlich inzwischen mehr Skepsis betr. hohe Bewertungen.
Tuerk

[KMS]

Warum verliert ARIBA nachbörslich?

MfG
KMS

[Moonlighter]

Nicht so voreilig, entscheidend sind die Umsatzaussichten für die nächsten Quartale. Bis jetzt noch nicht berauschend.
Die Zahlen waren ok, aber das ist schon Vergangenheit.

[Klarius]

nachbörslich unter $40

[Micky_Maus]

HAHA, Ariba fällt nachbörslich, dafür geht Yahoo ab wie ei Zäpfchen....
Klar, Ariba meldet 5 Cent, Yahoo hatte 13...

[Torsten1000]

Warscheinlich haben die Leute nicht 170 Millionen Umsatzerwartung sondern 500Millionen erwartet. Schwachsinnigdie Nachbörse, aber was solls.

Torsten1000

[Klarius]

nachbörslich gerade unter $39

fällt wie ein stein

[Bimbes44]

ARBA nachbörslich ca. -10%

[Klarius]

nachbörslich:
arba $42,9
cmrc $24,25
itwo $50

[genya]

yahoo steigt nachbörslich wegen guten Doubleclickzahlen.
Euer Problem ist: Ihr müsst die weitere Entwicklung mitberücksichtigen. Und da sieht es bei Yhoo trotz fairer bewertung ziemlich düster aus. Ariba erwartet jedoch, in ihrem Wachstum 2001 den Markt mind. um das 10-fache zu übertrumpfen. Wenn es um die Bewertung gehen würde, müsste C1 ein Pennystock werden.

[Zombi]

Von Wegen alle ERrgebnisse sehr gut:

Aktie im Blickpunkt: Ariba (ARBA)
Ariba hat am Donnerstag die Ergebnissaison im B2B-Sektor eröffnet. Der Anbieter von Software für den Internet-Handel zwischen Unternehmen meldete für das erste Quartal einen Gewinn je Aktie vor außerordentlichen Kosten von 5 Cent und schlug damit deutlich die Konsensschätzung von 2 Cent.

-> Unter der Berücksichtigung von Akquisitionskosten und Aufwendungen für ein Aktienoptionsprogramm hat sich allerdings ein Verlust ergeben, der sich von 10,3 Mio. USD im Vorjahreszeitraum auf 347,6 Mio. spürbar ausweitete.

-> Einen negativen Beigeschmack hinterließ auch die gedämpfte Wachstumsprognose des Unternehmens für das zweite Quartal: Ariba rechnet im laufenden Quartal im Vergleich zum ersten Quartal nur noch mit einem Wachstum von rund 8%, nachdem aktuell noch ein Plus von 26% im Quartalsvergleich ausgewiesen wurde. Angesichts der ambitionierten Bewertung ist dies sehr negativ zu werten.

Hornblower Fischer AG
Börsenstraße 2-4
60313 Frankfurt
www.hornblower.de

Von wegen glänzende Ergebnisse: 347,6 Mio Verlust !!!
Wachstum geht von 26% auf 8% zurück !!!
S C H E I S S E ! ! !

[Klarius]

@zombi

warum schreibst du das in jeden thread???

1) zu den verlust von $347,6 mio:

"..Akquisitionskosten und Aufwendungen für ein Aktienoptionsprogramm .." sind nach m.a. einmalige aufwendungen, wobei hingegen die Akquisitionskosten langfristige vorteile bringen sollen

2) zum wachstum:

Total revenues 170,233 (2000) 23,479(1999)
wen das kein wachstum ist, weiss ich auch nicht

die zahlen sind gut, nur die psychologie der leute ist nicht mehr bereit "teure" kurse zu bezahlen
schließlich ist arba mit konservativen bewertungsmaßstäben immer noch zu teuer

gruss klarius

[Zombi]

@Klarius

Ich schreibe das in jeden Thread weil es ja Leute geben soll, die nur einen Thread lesen. Und wenn ich das in jeden Thread schreibe, dann bekommen es eben auch alle mit !
Und es ist wichtig, das das jetzt alle mitbekommen, bevor die Leute dann wieder Kaufen (5 Cent/Share gegenüber erwarteten 2Cent/Share boooooaaaaaaaa eeeeeyyyyyy) aufgrund von halben Tatsachen und am Ende Sauer sind.
Die Börse hat das übrigends heute ja dann auch genau so gesehen wie ich (DER MARKT LÜGT NICHT !) Nachdem die Aktie im Vorfeld der Quartalsergebnisse deutlich zulegte rutschte sie nachdem die ganze Wahrheit bekannt geworden war absolut ins Minus. ha ha ha ha !

"("..Akquisitionskosten und Aufwendungen für ein Aktienoptionsprogramm .." sind nach m.a. einmalige aufwendungen, wobei hingegen die Akquisitionskosten langfristige vorteile bringen sollen)"

"Total revenues 170,233 (2000) 23,479(1999)
wen das kein wachstum ist, weiss ich auch nicht"

Ha ha ha ha ha ha ha !

Von wegen die Zahlen sind gut. Die Zahlen sind scheisse.

[Klarius]

@zombi
zu: "DER MARKT LÜGT NICHT"

dies stimmt nicht und ist eine falsche formel

warren buffet hat eindrucksvoll gezeigt,
der markt lügt manchmal bzw. irrt sich

m.e. sind die zahlen gut

gruss klarius

[Klarius]

nochmalig bzg. wachstum:

Total revenues $23,479(1999) $170,233 (2000)
our revenue forecast is $780-$790 millionen (For FY2001)

das wäre immer "noch" ein wachstum von ci.450%
von den revenues von 2000 gesehen

bzgl. gestriger kursverluste:

84,788,700 gehandelte aktien

das liegt nach m.a. mindestens über dem 8fachen
des täglichen umsatzdurchschnitts

und trotz riesigem handelsvolumen und vielen downgrades "nur" 19% kursverluste
wenn da nur die großen aussteigen würden wären es gestern 70% minus gewesen

dazu noch die these vom user Spirit11, welche m.e. sehr interessant klingt:

"...ich denke dass nach den herabstufungen genau die inst. anleger zuerst eine verkaufswelle ausgelöst haben und dann billig rein sind

allerdings haben hier sicher auch fonds anderen fonds die teile verkauft

denen geht es nicht besser als uns
die einen glauben daran die anderen nicht (oder nicht mehr)...)"

dazu der intraday chart:


wer weiss???
gruss klarius

[Klarius]

statt 4 = 3
wachstum 350%