VeriSign überrascht mit starken Zahlen - 500 Beiträge pro Seite

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Der Anbieter von Sicherheitslösungen für den Internet-Geschäftsverkehr, VeriSign, hat die Erwartungen der Analysten für das erste Fiskalquartal 2001 deutlich hinter sich gelassen. Der Umsatz steigt in der Berichtsperiode auf 213,4 Mio.$ - mehr als das Sechsfache gegenüber der Vorjahresperiode. Dabei wird ein Gewinn von 48,6 Mio.$ (23 Cent je Aktie) ausgewiesen. Im ersten Quartal 2000 waren es noch 2,2 Mio.$ (2 Cent je Aktie). Damit sind die Analystenschätzungen von 12 bis 14 Cent Gewinn je Anteilsschein deutlich übertroffen worden.

Im abgelaufenen Quartal hat VeriSign trotz schwieriger Marktbedingungen bei IT-Infrastruktur mehr als 200 neue Kunden gewinnen können, darunter die Unternehmensberatung Ernst & Young und der Finanzdienstleister Comerica. Ingesamt vertrauen derzeit mehr als 3100 Firmenkunden auf die Lösungen von VeriSign.

Gleichzeitig kündigt das in Kalifornien beheimatete Unternehmen den Rückkauf eigener Aktien im Wert von 350 Mio $ an. Auch für die kommenden Quartale gibt sich Finanzchefin Dana Evan optimistisch: Der Umsatz im zweiten Quartal soll auf über 230 Mio.$ klettern, beim Jahresumsatz werden knapp 1 Mrd.$ in Aussicht gestellt.

Die VeriSign-Aktie kann im nachbörslichen Handel um über 12% auf 52,35$ zulegen.

[seingalt]

Stimmt leider nicht mit dem Gewinn von 23 Cent pro Share sind nur 14 Cents!!!!!!

Gruß

[peter.wedemeier1]

Vorher informieren seingalt! Stimmt doch!
Thursday April 26, 2001 05:10 PM
Company Press Release

SOURCE:VeriSign, Inc.


VeriSign Reports First Quarter Results

Demand for `Internet Utility` Services From Both New and Existing Customers
Fuels Strong Results and Extends Market Leadership
MOUNTAIN VIEW, Calif., April 26 /PRNewswire/ -- VeriSign, Inc. (Nasdaq: VRSN) today announced revenues of 213.4 million for the first quarter ended March 31, 2001, a 526 increase over revenues of 34.1 million reported in the quarter ended March 31, 2000. Pro forma net income for the quarter ended March 31, 2001, excluding the amortization of goodwill and intangible assets related to acquisitions, stock-based compensation charges related to acquisitions, gains and losses on equity investments, and benefit for income taxes, was 48.6 million, or 0.23 diluted earnings per share compared to pro forma net income in the quarter ended March 31, 2000 of 2.2 million, or 0.02 diluted earnings per share. In addition, deferred revenue balances increased 7 sequentially to 542 million and cash and investments totaled 1.2 billion for the quarter ended March 31, 2001. Including the amortization of goodwill and intangible assets related to acquisitions, stock-based compensation charges, gains and losses on equity investments, and benefit for income taxes, the net loss for the quarter ended March 31, 2001 was 1.4 billion.

"We are very pleased with our first quarter results which, we believe, underscore the continued demand we are seeing for our services and demonstrate the underlying power of our financial model. Even with the current macro-economic conditions facing the IT sector, we were able to grow our revenue sequentially, expand our operating margins and generate healthy operating cash flow during the quarter," said Stratton Sclavos, president and CEO of VeriSign. "Consequently, we feel that we are well positioned to extend our leadership throughout 2001 as we execute on our strategy of moving complexity away from our customers and into the infrastructure to enable our customers to rapidly expand their business processes online."

Enterprise/Service Provider Division

VeriSign`s Enterprise and Service Provider Division, which sells its services through a direct sales force, includes managed public key infrastructure (PKI) services, network and security consulting, corporate domain name management, the worldwide affiliate program and global registry services, saw another quarter of strong results.

In the enterprise arena, VeriSign continued to experience strong demand for its broad range of services ending the first quarter with a total of 3,120 active enterprise customers. In particular, VeriSign continues to gain further traction with its managed PKI services adding over 200 new customers in the quarter, including Ernst & Young, Comerica, the Nuclear Regulatory Commission, and the Depository Trust Company. Approximately 2,000 businesses, government agencies, and healthcare organizations now use VeriSign`s managed PKI services to secure online business processes including supply chain and customer relationship management, secure messaging, and virtual private networks (VPNs).

VeriSign`s Affiliate program continued to thrive with the addition of two new service providers in Asia in the first quarter bringing the total number of affiliate members in the VeriSign Trust Network to 37 up from 35 in the fourth quarter ended December 31, 2000 and up from 23 in the first quarter ended March 31, 2000.

The Registry Services group continued to see healthy demand in the domain name market with the addition of 3.1 million new names in the first quarter. The Registry ended the quarter with 30.6 million active domain names in its authoritative database of domain names ending in .com, .net and .org, up 120 from 13.9 million names at the end of the first quarter ended March 31, 2000, and up 9 over the fourth quarter ended December 31, 2000. The Registry also processed the renewal, extension or transfer of an additional 2.7 million domain names during the quarter, bringing the total number of paid domain name transactions to 5.8 million.

Mass Market Division

VeriSign`s Mass Market Division, which sells its services through its retail websites as well as a network of ISPs, includes domain name registration and web presence services, website digital certificates, and B2C payment services.

In the web presence space, the NSI Registrar continued to demonstrate its market leadership in the first quarter by registering approximately 1.0 million new and transferred domain names. The NSI Registrar also renewed and extended 1.2 million domain names bringing its combined number of domain name transactions to approximately 2.2 million for the quarter. The NSI Registrar now supports 6.5 million customers with some 15.5 million active domain names, representing 57 growth in the registration base over the first quarter of 2000.

VeriSign`s website certificate business continues to benefit from an aggressive lead generation program, a successful upsell campaign and 80 retention rate, ending the quarter with a total of 90,000 new and renewed certificates issued, increasing the installed base to over 305,000 certificates. This represented 112 growth over the first quarter of 2000 and 11 growth over the fourth quarter ended December 31, 2000. The Mass Market installed base (excluding certificates sold into the Enterprise/Service Provider Division) grew to 225,000 up 96 over the first quarter of 2000.

The Payment Services business saw outstanding growth in the first quarter as it continues to benefit from larger lead volumes and increasing conversion rates for its entire range of payment services. VeriSign increased its active merchant count by over 5,000 in the quarter, exiting with a total of over 19,900 online merchants now using its service, up 32 over the fourth quarter of 2000.

Other Q1 Highlights

VeriSign`s most significant piece of news in the first quarter was the proposed amendment to its ICANN agreement and ICANN`s subsequent approval of the revised registry agreement. The revised ICANN-VeriSign agreements, which are subject to final approval by the U.S. Department of Commerce, will serve to normalize and strengthen the relations between ICANN and VeriSign.

VeriSign also continued to expand and enhance its enterprise service offerings during the quarter with the announcement of several new strategic relationships. VeriSign and Netegrity announced a partnership to deliver an entitlements management service for enterprises online trading hubs. VeriSign also announced a partnership with Access360 to provide a managed user provisioning service that gives businesses a secure, efficient solution to manage user access rights beyond the enterprise to extranets and ASP-hosted services.

In addition, VeriSign began to leverage its expertise in managing .com, .net and .org and the constellation of domain name servers around the globe that support them, with the introduction of its domain name system (DNS) services for enterprises. VeriSign`s Secondary Name Server Hosting service, an outsourced DNS management solution, ensures optimum availability of online business operations by providing 100 guaranteed uptime for a company`s DNS resolution.

During the quarter, VeriSign also made further inroads into the still emerging wireless market announcing key relationships with Ericsson and NTT DoCoMo to embed VeriSign digital certificate technology inside the next generation mobile phones. In addition, VeriSign launched the public beta of its Webnum(TM) global navigation services to simplify navigation over the wireless Internet.

VeriSign also continued to strengthen its payment services business recently announcing a strategic agreement with eONE Global to deliver integrated B2B and B2C Internet payment solutions. The two companies have agreed to co-market each other`s products and services as well as co-develop solutions to increase secure payment options for a broad range of businesses engaged in e-commerce.

Conference Call Information:

VeriSign will host a conference call at 2:00 p.m. (Pacific) this afternoon to review the first quarter earnings announcement. A listen-only live broadcast of the Q1 earnings conference call will be available at www.verisign.com or www.streetfusion.com. A replay of the teleconference will also be available at 888-203-1112 (passcode: 470798) beginning at 5:00 p.m. (Pacific) on April 26th and running through May 3rd.

About VeriSign

VeriSign, Inc. is the leading provider of trusted infrastructure services to Web sites, enterprises, electronic commerce service providers and individuals. The company`s domain name, digital certificate and payment services provide the critical Web identity, authentication and transaction infrastructure that online businesses require to conduct secure e-commerce and communications. VeriSign`s services are available through its Web site (www.verisign.com) or through its direct sales force and reseller partners around the world.

Statements in this announcement other than historical data and information constitute forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. These statements involve risks and uncertainties that could cause VeriSign`s actual results to differ materially from those stated or implied by such forward-looking statements. The potential risks and uncertainties include, among others, VeriSign`s limited operating history under its current business structure, uncertainty of future revenue and profitability and potential fluctuations in quarterly operating results, increased competition, risks associated with the company`s international business and risks related to potential security breaches. More information about potential factors that could affect the company`s business and financial results is included in VeriSign`s filings with the Securities and Exchange Commission, especially in the company`s Annual Report on Form 10-K for the year ended December 31, 2000. VeriSign undertakes no obligation to update any of the forward-looking statements after the date of this press release.

VERISIGN, INC. AND SUBSIDIARIES PRO FORMA CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS (In thousands, except per share data) Three Months Ended March 31, 2001 2000 Revenues $213,413 $34,071 Costs and expenses: Cost of revenues 72,635 12,462 Sales and marketing 63,427 13,633 Research and development 19,557 4,429 General and administrative 30,484 3,682 Total costs and expenses 186,103 34,206 Operating income (loss) 27,310 (135) Other income: Interest income 21,490 2,613 Other income (expense), net 37 (389) Total other income 21,527 2,224 Income before minority interests 48,837 2,089 Minority interest in net (income) loss of subsidiary (210) 147 Net income $48,627 $2,236 Net income per share: Basic $.24 $.02 Diluted $.23 $.02 Shares used in per share computation: Basic 199,520 108,847 Diluted 210,329 124,438 Note: The above unaudited pro forma condensed consolidated statements of operations exclude the effects of the amortization of goodwill and intangible assets, stock-based compensation charges, gains and losses on equity investments, and tax benefits. VERISIGN, INC. AND SUBSIDIARIES CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS (In thousands, except per share data) Three Months Ended March 31, 2001 2000 Revenues $213,413 $34,071 Costs and expenses: Cost of revenues 74,340 12,462 Sales and marketing 64,451 13,633 Research and development 19,887 4,429 General and administrative 31,166 3,682 Amortization of goodwill and other intangible assets 1,374,769 61,014 Total costs and expenses 1,564,613 95,220 Operating loss (1,351,200) (61,149) Other income: Interest and investment income (loss) (53,200) 35,236 Other income (expense), net 37 (389) Total other income (loss) (53,163) 34,847 Loss before income taxes and minority interests (1,404,363) (26,302) Benefit for income taxes 27,196 -- Loss before minority interests (1,377,167) (26,302) Minority interest in net (income) loss of subsidiary (210) 147 Net loss $(1,377,377) $(26,155) Net loss per share: Basic and diluted $(6.90) $(.24) Shares used in per share computation: Basic and diluted 199,520 108,847 VERISIGN, INC. AND SUBSIDIARIES CONDENSED CONSOLIDATED BALANCE SHEETS (In thousands, except share data) March 31, December 31, 2001 2000 Assets Current assets: Cash and cash equivalents $363,649 $460,362 Short-term investments 546,281 565,913 Accounts receivable, net 161,150 128,011 Prepaid expenses and other current assets 29,182 32,146 Total current assets 1,100,262 1,186,432 Property and equipment, net 114,736 105,602 Goodwill and other intangible assets, net 16,286,314 17,656,641 Long-term investments 333,729 209,145 Deferred income taxes 21,572 -- Other assets, net 28,708 37,402 $17,885,321 $19,195,222 Liabilities and Stockholders` Equity Current liabilities: Accounts payable and accrued liabilities $204,378 $193,952 Accrued merger costs 12,004 18,814 Deferred revenue 435,340 452,713 Total current liabilities 651,722 665,479 Long-term deferred revenue 106,349 55,575 Other long-term liabilities 3,306 3,560 Total long-term liabilities 109,655 59,135 Commitments and contingencies Stockholders` equity: Preferred stock - par value $.001 per share Authorized shares: 5,000,000 Issued and outstanding shares: none -- -- Common stock - par value $.001 per share Authorized shares: 1,000,000,000 Issued and outstanding shares: 200,486,576 and 198,639,497 excluding 40,000 shares held in treasury 200 199 Additional paid-in capital 21,699,787 21,670,647 Notes receivable from stockholders (248) (245) Unearned compensation (38,041) (36,365) Accumulated deficit (4,540,303) (3,162,926) Accumulated other comprehensive income (loss) 2,549 (702) Total stockholders` equity 17,123,944 18,470,608 $17,885,321 $19,195,222 NOTE: VeriSign is a registered trademark of VeriSign, Inc. VeriSign Trust
Network is a service mark of VeriSign, Inc. All other trademarks are properties of their respective owners.

[kly]

huhu,

hat sonst keiner ne meinung dazu ?

ich habe vrsn letzte woche zu 54 euro gekauft und bin zufrieden,
..ist mehr erwartet worden von anderen ?

ich denke, vrssn hat hat einen guten boden gefunden und potential
nach oben , auch in schlechten zeiten, selbst wenn das wachstum
nicht so weitergeht wie bis her.

grüse,
kly

[seingalt]

@peter.wedemeier1

hier ist der Text aus der ich meine Info habe. Wenn VRSN wirklich fast das doppelte Ergebnis als die Schätzungen waren gebracht hätte, würden sie heute bei 100$ stehen!!!

....
There was some initial confusion about the VeriSign results. The company reported earnings of 23 cents a share, implying it would have beat First Call`s estimate of 13 cents by a dime, but that figure was on a pretax basis. After taxes, VeriSign brought in 14 cents a share, a penny above the Street`s consensus estimate.
....



April 27, 2001 10:53am

VeriSign investors cheer, while analysts debate

By Tiffany Kary ZDII


Shares of VeriSign surged Friday after the company topped estimates in the first quarter and said it was comfortable with Wall Street`s projections for 2001.

Although investors drove shares of the Mountain View, Calif.-based company (Nasdaq: VRSN) up $5.53 to $51.75, or 14 percent, analysts split hairs over numbers that showed its domain-name registration business may be slowing.


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VeriSign makes software for digital authentication used to encrypt data and protect transactions over the Internet. Through the March 2000 acquisition of Network Solutions, VeriSign is also the dominant Internet domain-name registrar.

When VeriSign bought Network Solutions, the company was criticized for paying a hefty premium. But it appears the deal has paid off--65 percent of this quarter`s revenue came from the Network Solutions business. "They only gave away 40 percent of their stock--that`s good math," said Mark Fernandes of Merrill Lynch.

In its first-quarter report Thursday night, VeriSign reported revenue of $213.4 million, 8 percent above last year`s number and slightly above most analysts` estimates. The company also said it was maintaining its outlook for fiscal 2001--revenue of around $995 million and earnings of 58 cents to 59 cents a share.

There was some initial confusion about the VeriSign results. The company reported earnings of 23 cents a share, implying it would have beat First Call`s estimate of 13 cents by a dime, but that figure was on a pretax basis. After taxes, VeriSign brought in 14 cents a share, a penny above the Street`s consensus estimate.

Analysts focused on the slightly better-than-expected earnings and noted that the company`s results were mixed.

First Union Securities analyst Christopher Russ maintained his "buy" rating but was cautious about a mixed bag of numbers that indicated the company could be seeing declines in some of its divisions.

"Overall metrics were somewhat mixed, but the company is comfortable with previous financial guidance," said Russ. He said the outlook was enough to maintain his rating and leave earnings estimates unchanged. He did, however, lower his revenue estimate to $977 million for the year.

New domain-name registrations were weak, according to the analyst, who noted that multilingual registrations had an especially steep decline year over year. Registrations overall declined to 1 million in the first quarter from 1.9 million in the fourth quarter. Multilingual registrations were only 125,000, vs. 800,000 in the fourth quarter.

"It`s possible that (the first quarter) may represent the low-water mark for new registrations given the bursting of the dot-com bubble," said Russ. "However, we don`t anticipate a meaningful recovery in registration volumes over the next several quarters."

"Lost market share (and) multilingual domains declined significantly," said Bear Stearns analyst Robert Fagin, who tweaked his estimates slightly lower to reflect the slowdown.

Salomon Smith Barney analyst Chuck Jones maintained his "buy" rating and said domain-name renewals could counter the slowdown in registrations. Jones said the company`s deferred revenue increased by $33.4 million, or 7 percent sequentially, ahead of expectations. Renewal rates for people with registered domain names were also ahead of expectations, at about 65 percent.

Fernandes, who reiterated his "buy" rating, said the decline in new registrations shouldn`t be a concern. "It`s like a telephone company--they don`t sign up new customers every day, but they sell new services," he said.

Fernandes looked instead to the average revenue per customer across all business units--a number that increased, indicating the company is adding new services.

The company also evinced confidence in itself and announced Thursday a buyback program that will allow it to buy $350 million of its stock, or around 3.3 percent of shares outstanding.

[CBR900RR]

Datum: 02.05. 22:17 Shortselling Fond Asensio meldet sich


Aus der Umgebung des Short-selling Fonds Asensio werden negative Äußerungen zu dem Technologieunternehmen VeriSign (VRSN) lanciert.
Es sei unklar, ob das Unternehmen das Recht auf Vergabe der ".com" Adressen weiterhin besitze. Asensio sehen die Aktie von VeriSign als maßlos überbewertet an. Der Kurs konnte heute um 6,42 $, das sind +12 %, auf 58,97 $ hinzugewinnen.

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