Perficent expandiert weiter. - 500 Beiträge pro Seite

[Das_Blaue_Hufeisen]

http://biz.yahoo.com/bw/041220/200058_1.html

Perficient Acquires Houston-Based ZettaWorks
Monday December 20, 7:00 am ET
Deal Expected to Be Accretive to Earnings Per Share Immediately

AUSTIN, Texas--(BUSINESS WIRE)--Dec. 20, 2004--Perficient, Inc. (NASDAQ: PRFT - News), a leading business consulting and technology services firm in the central United States, today announced it has acquired ZettaWorks LLC, a Houston-based enterprise application integration (EAI) consulting firm with approximately $16 million in annual revenues. The transaction boosts Perficient`s annualized revenues to approximately $75 million, generated by 425 consulting, technology, sales and support professionals in 11 offices and client relationships with 380 Global 3000 companies. The acquisition is expected to be accretive to earnings per share immediately.

"This transaction makes Perficient the unrivaled enterprise application integration leader in the central United States," said Jack McDonald, Perficient chairman and chief executive. "It also expands our footprint into Houston, the fourth largest city in the nation, and provides a strong platform for further growth in Texas and the Southwest," he added. "Like Perficient, ZettaWorks has grown rapidly - from startup to $16 million in revenues in four years. With this acquisition, and our continued solid organic growth, our goal is to achieve a $100 million annual revenue run rate before the end of 2005, a full year ahead of our previously stated target."

The acquisition of ZettaWorks:

* Enhances Perficient`s ability to deliver best-of-breed enterprise application integration solutions to current and future clients by creating the leading EAI practice in the central US;
* Establishes a strong Texas platform for further south-central US expansion;
* Adds top-tier enterprise clients including BP America, Cingular, Mirant, Novartis, Telstra, Waste Management and many others;
* Adds proven management leadership and more than 105 consulting, technology, sales and support professionals including a significant number of business integration experts; and
* Increases the array of services and expertise Perficient can offer clients throughout its network.

"We`re excited to be joining a firm with a reputation for excellence, a track record of strong growth and a proven methodology for integrating and assimilating acquired businesses smoothly," said Tom Pash, ZettaWorks` chief executive officer. "EAI continues to gain an increasing share of enterprise technology spending and joining Perficient provides tremendous opportunities to grow the collective business moving forward."

ZettaWorks` executive team will assume leadership roles at Perficient. Pash will serve as general manager of Perficient`s Houston office, reporting directly to Jeff Davis, Perficient`s president and chief operating officer.

The consideration paid in the transaction is approximately $10.7 million, and includes $2.9 million in cash and up to $7.8 million worth of Perficient common stock, based on the average closing price of the Company`s common stock for the three trading days immediately preceding the acquisition, subject to certain post-closing adjustments. ZettaWorks management will receive only stock and stock options in the transaction. Perficient`s acquisition of ZettaWorks has been structured as an asset purchase, which is expected to give rise to substantial future cash tax benefits, estimated at a present value of $1.2 million. DecisionPoint International served as an advisor to Perficient on the transaction.

[Macros]

News

Perficient, Inc. Raises Q4 2004 Revenue Guidance



AUSTIN, Texas--(BUSINESS WIRE)--Jan. 3, 2005--Perficient, Inc. (NASDAQ: PRFT), a leading business consulting and technology services firm in the central United States, today announced it is raising its revenue guidance for the fourth quarter of 2004.

The company expects its Q4 services and software revenue, net of reimbursed expenses, to be in the range of $20.3 million to $20.9 million, comprised of $13.0 to $13.4 million of services revenue and $7.3 million to $7.5 million of software revenue. This compares to the previous guidance range of $13.0 million to $13.6 million (which included $1.0 million of software revenue) provided in the third quarter 2004 news release and conference call on November 3, 2004. It is the company`s practice to include in its revenue guidance only those software sales actually booked as of the guidance date.

The revised guidance range, which includes only $400 thousand in revenue from ZettaWorks LLC, acquired by Perficient on December 20, 2004, represents annual growth of 172% to 180% over Q4 2003 results.

"Q4 was another record-setting quarter for Perficient," said Jack McDonald, Perficient`s chairman and chief executive officer. "Our performance continues to be strong, and we are entering the New Year well positioned to reach our goal of achieving $100 million in revenue by the end of 2005."

[MichaelMyers]

perficient finde ich sehr interessant!
wie ist eure prognose zum kurs?

[Macros]

Ist Schwer... Positiv ist Schluss auf Tageshöchstkurs. Negativ jedoch das die Aktie deutlich Überkauft ist.
Von der Bewertung will ich auch nicht sprechen.

Kuck dir RFIL an... da frag ich mich auch schon den ganzen tag ob ich da nicht einsteigen soll.
Das Chance Risiko verhältniss schreckt mich bei solchen Kurssprüngen immer ab. Die Möglichkeiten eines pullbacks sind ja immer gegeben.

mfg
Macros

[Boersenkrieger]

Bin seit 3,79 $ dabei (PRFT)
finde die bewertung mittlerweile recht ordentlich... wenn man bedenkt daß 2006 der 100 Mio $ Umsatz locker gebrochen wird und das Wachstum noch eine weile so anhält geht´s allerdings wieder. gerade im bereich schulungen un management ist bei it-firmen noch vieles möglich und perficient ist ne super adresse warum sollen die in ein paar jahren nicht mal 500 mio umsatz machen... durch mehr bekanntheit wird dann evtl. auch noch mehr mit der bewertung übertrieben... wenn man sich mal die bewertugnen von yahoo und google anschaut ist perficient ja immer noch billig, trotz wesentlich höherem wachstum.

bei 3,79 war´s echt ne witzbewertung drum bin ich rein.. werde noch ne weile dabeibleiben. ob ich jetzt neu einsteigen würde weiß ich auch nicht

hatte auch einiges verpasst mit solarworld und linos da wollt ich eigentlich vor 5 monaten fast zum halben preis rein und dachte die kommen erstmal nch ein bischen zurück... hinterherlaufen bringt ja meist auch nichts

RFIL kenn ich nicht... bin für input immer dankbar... perficient hatte damals auch jemand im wo-forum vorgeschlagen, sah´s mir an und dachte geiiiiiiiil superfirma zum spottpreis... wer sucht der findet meist

[Macros]

Ne RFIL war nur nen Ausbruchskandidat... die hatten an einem Tag 75% hingelegt.. war auch kein pennystock..

PRFT ist schon gut gelaufen... hätte da auch bedenken...
der Aufwärtstrend ist aber noch intakt.

[Boersenkrieger]

ging ja noch für den miesen tag bei prft... und sie halten sich weiter locker über 7...
irgendwie hat man hier wenig freude mit PRFT ...kein interesse... bei ebay alles voll komisch eigentlich. prft hat ein viel stärkeres wachstum und ist viel niedriger bewertet... ebay erinnert mich an lucent ..da ging´s im jahr 2000-2001 auch bösse bergab als die tv-werbung anfing mit "lucent technologies expect great things" ...hätte eigentlich heißen müssen "lucent expect great income warnings" ...und bei ebay statt "drei zwei eins meins" "drei zwei eins und dir brennt der arsch"

[Boersenkrieger]

morgen gibt´s quartalszahlen...

...sehen wir heute "sell before good news" ..treiben die MM´s ihr spiel ...oder gibt´s diemsal nicht so dolle zahlen

[MichaelMyers]

also ich find die zahlen gut.
hab sie aber nur überflogen, kann mir jemand
sagen warum es so bergab geht??

[Boersenkrieger]

naja die margen sind kleiner geworden... ist aber eigentlich nicht besonders tragisch... mehr angestelle=weniger margen...

also das letzte mal ging es nach den zahlen auch bergab und schwups plötzlich steil nach oben.. vielleicht sell on good news oder so... mal sehen was heute passiert... china finance online ging z.b. nach den zahlen auch runter. ist wohl grad mode so

[Boersenkrieger]

es geht auch wieder deutlich nach oben... irgendwie in aller regelmäßigkeit...
vorfeld der zahlen: steigt
zahlen kommen und fallen gut aus: sinkflug
2-3 wochen später: ab nach norden

komische mentalität irgendwie in usa und das nicht nur bei Perficient. nach zahlen wird alles abverkauft und wenn sie gut waren kommt ne weile später der anstieg

[Boersenkrieger]

neues zu Perficient

riecht nach Doppeltop bei 9,40 $ rum...
..da der kurs heute um 10-11% abschmiert

News:

Perficient Wins Prestigious IBM Business Partner Leadership Award
Tuesday March 8, 11:22 am ET


AUSTIN, Texas--(BUSINESS WIRE)--March 8, 2005--Perficient, Inc. (NASDAQ:PRFT - News), a leading information technology consulting firm in the central United States, announced today that it has been awarded the 2004 IBM Americas Business Partner Leadership Award, a prestigious international award that recognizes IBM Business Partners worldwide, across all lines of business, for outstanding success in selling IBM products. Perficient was one of 15 companies worldwide to receive the 2004 IBM Business Partner Leadership Award; thousands of IBM Business Partners were eligible.

Perficient received the award based on meeting the following criteria set by IBM: end-user customer satisfaction, commitment to the delivery of IBM`s products and services, contribution as demonstrated by business performance and level of certified skills development of its employees.

"Being recognized as one of IBM`s top partners worldwide is a high honor that underscores our ongoing commitment to customer satisfaction and validates our leadership position in services," said Jack McDonald, chairman and chief executive, Perficient. "IBM is a terrific partner, 2004 was a great year for Perficient and we expect 2005 to be a significant growth year as well."

"The IBM Business Partner Leadership Award honors Business Partners that go the extra mile in representing IBM. Perficient has demonstrated that commitment by delivering superior customer service and innovation," said Bete Demeke, IBM`s Vice President of Software Sales, Central Region. "The Leadership Award is a well deserved honor for Perficient and we look forward to their continued growth and leadership in delivering IBM solutions to customers."

Der Grund für den heutigen Einbruch:

Perficient Files Registration Statement for Public Offering of Common Stock
Monday March 7, 5:37 pm ET


AUSTIN, Texas--(BUSINESS WIRE)--March 7, 2005--Perficient, Inc. (NASDAQ: PRFT - News), a leading information technology consulting firm in the central United States, today announced the filing of a registration statement with the Securities and Exchange Commission for a proposed public offering of 5,032,600 shares of its common stock, of which 4,250,000 shares will be offered by Perficient and 782,600 shares will be offered by certain non-affiliate selling stockholders. The registration statement also covers the underwriters` option to purchase up to 267,390 additional shares of common stock from the company and up to 487,500 shares to be offered by certain stockholders, some of whom are affiliates of the company, to cover over-allotments, if any.
Perficient intends to use a substantial portion of the net proceeds from the offering for future acquisitions. The company will use a portion of the net proceeds to reduce debt, for working capital and for general corporate purposes.

The underwriters for this offering will be Friedman, Billings, Ramsey & Co., Inc. (NYSE: FBR - News) acting as lead manager and sole book runner, with Stifel, Nicolaus & Company, Incorporated acting as co-lead manager and Roth Capital Partners, LLC and Gilford Securities Incorporated acting as co-managers.

When available, copies of the preliminary prospectus may be obtained from Friedman, Billings, Ramsey & Co., Inc. at Potomac Tower, 1001 19th St. North, Arlington, VA 22209. A registration statement relating to these securities has been filed with the Securities and Exchange Commission, but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This communication shall not constitute an offer to sell or the solicitation of an offer to buy, nor shall there be any sale of these securities in any state in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state.

[Boersenkrieger]

Volume: 131,183
Avg Vol (3m): 558,772


das volumen wird immer schwächer

[Macros]

Kaufsignal ist aber auch generiert worden. Überlege auch ob ich nicht wieder einsteige. Die Kapitalerhöhung macht mich aber trotzdem nicht gerade glücklich und der Gesamtmarkt schon garnicht

Gestern waren generell die Umsätze recht schwach.

[Boersenkrieger]

jep die kaptitalerhöhung ... naja bin mal gespannt zu wieviel die aktien an den markt kommen

der gesamtmarkt geht wohl klar richtung unter 2000... schätze daß der nasi im sommer in richtung tiefstkurse august 2004 tendiert... perficient steht allerdings schon sehr gut da am markt und die bewertung ist nicht zu teuer. kann mir da kaum einen einbruch vorstellen... tendenz zweistellige kurse bis jahresende. evtl. nochmal kurse knapp über 6 dazwischen.

[kep]

Perficient Consulting

Erik Dellith

Reuters.com (22 Mar 2005)

a leading business consulting and technology services firm that provides eBusiness solutions to help companies reduce costs and enhance client relationships. Although the company has been growing revenue and EPS at impressive rates, it continues to fly under the radar of many institutions.

PRFT is no stranger to the Reuters Select stock screens. We last discussed it on 10/6/04 as part of our weekly Reuters Select Top Down theme, which, at that time, dealt with Micro Cap companies. Then, PRFT was trading on the NASDAQ Small Cap Market. Since then, the company has grown enough to win approval to list on the NASDAQ National Market. And, the firm has again appeared on a Reuters Select stock screen. But, this time, we discuss it as part of our theme of examining tech companies.

Despite the company`s stunning growth rates - and when compared with the Industry averages, they are stunning - the company remains relatively ignored by Wall Street. Institutions hold only 26.81% of the company`s outstanding shares, while the Industry average is 45.51%. PRFT`s revenue over the last five years averaged an annual rate of 85.94%, easily outperforming the Industry norm of 22.81%. In the trailing twelve-month (TTM) span, the company`s rate of revenue growth jumped to 94.91%, outpacing the Industry`s average of 50.22%.

The increase in revenue contributed to wider profit margins and superior EPS growth rates. For instance, the company`s average Operating Profit Margin over the last five years was a negative 14.93%, versus the Industry norm of a positive 10.20%. More recently, PRFT`s Operating Margin hit 11.12%. Although this did not catch up with the Industry`s 16.68% reading in the trailing twelve-month (TTM) period, the shift was in the right direction.

This dynamic is also reflected in the Net Profit Margin. Over the long haul, the Industry`s average was 5.52%, while PRFT`s reading was a negative 17.20%. More recently, the Industry norm climbed to 13.27%. PRFT`s Net Margin also improved, hitting 6.66% in the TTM span. The improvement at the Net Margin level helped buoy PRFT`s EPS growth of late. In the TTM span, the company`s EPS stood 272% above its year-earlier level, whereas the Industry norm was up 26.82%.

Help From Acquisitions

The company`s recent growth received a boost from the acquisition of ZettaWorks late in the year. ZettaWorks is a Houston-based enterprise-application-integration (EAI) consulting firm. The acquisition solidified PRFT`s position as the leading EAI firm in the central part of the country. That deal notwithstanding, the company still experienced impressive software sales of late.

As we mentioned in our last review, Texas-based PRFT really focuses on large and mid-size companies in the central part of the United States. The revenue itself is derived primarily from the professional services that PRFT provides on a time-and-materials basis; the rest of it stems from fixed-fee engagements and software sales.

More to the point, though, is that PRFT has used key acquisitions to expand its business. When we last reviewed the company, we mentioned that it completed two acquisitions earlier in the year, Genisys Consulting, Inc. in April and Meritage Technologies, Inc. in June. As a result of those deals, PRFT had a team of 280 IT consultants and sub-contractors (up from the 181 that it averaged in the second quarter and 122 in the first quarter). (More recently, the company`s labor force numbered more than 425 in the central US and Canada.) Those deals positively impacted the company`s top line. PRFT explained that services revenue jumped nicely as a result of these deals. Of course, even excluding these acquisitions, the average number of consultants performing services has increased, as a result of increased business activity. It is also important to point out that the company`s consulting bill rate hovered somewhere around $120 - $125 per hour, down slightly from earlier in the year. The decline was the result of average bill rates being lower at the recently acquired companies.

The ZettaWorks deal capped the year in terms of acquisitions. But, the company also picked up new clients.

In our last review, we mentioned how a large chunk of the company`s revenue is derived from work with a single company: IBM. In fact, we noted that, in its then-most-recent earnings release, the company explained that revenue from IBM, including all subcontracting work, accounted for about 26% of the company`s overall revenue in the second quarter of this year.

PRFT has expanded its customer base, thanks partly to the ZettaWorks purchase. More specifically, the company picked up BP America, Cingular, Novartis, and Waste Management, among others.

Solid Capital Structure

Even as the company has grown, its debt levels have remained manageable. Its long-term debt to equity ratio is 0.07, well below the 0.28 averaged by its peers. Its total debt to equity ratio is similarly stronger, at 0.10 versus the Industry mean of 0.32. This capital structure is very solid, and the company has sufficient wiggle room to absorb more debt in the event that management decides to pursue such a line of financing to fund future growth opportunities.

Given the company`s debt, it has Interest Coverage that is also superior to the Industry average. According to the Reuters Financial Glossary, Interest Cover expresses how many times a company`s interest obligations can be met by its pre-tax profits. This is calculated by dividing a company`s pre-tax operating income by its interest obligations. Companies with higher levels of interest coverage are better able to carry more debt. PRFT`s interest coverage is 47.77, while the Industry has an average figure of 17.53.

Analyst Estimates

A key factor in the Lesser Known Stocks screen is that a company is covered by six or fewer analysts cover a stock. Only two analysts currently provide EPS estimates, so PRFT clears that threshold.

These analysts look for PRFT to continue growing. The consensus estimate for the current year is $0.25 and $0.33 for next year. Based on these estimates, PRFT is currently trading at forward P/E ratios of 29.59 and 22.31, respectively.

Further, these analysts, on average, believe that the company will be able to achieve a long-term EPS growth rate of 25.00%. This yields PEG (forward P/E relative to long-term EPS growth rate) ratios of about 1.18 and 0.89, respectively.

Typically, very-conservative value-oriented investors seek companies with PEG ratios below parity, while more risk-tolerant types are willing to deal with numbers a bit higher. Given PRFT`s valuation and growth prospects, this Lesser Known firm has characteristics that should appeal to a wide-array of investors. Still, it is important to remember that each stock is not equally well suited for every investor, and individuals need to carefully weigh their own preferences, such as tolerance for risk and investment time horizon, when considering any investment opportunity.


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PRFT ist überverkauft. Sollte der Wert dennoch weiter fallen, ist bei $6,5 Schluss mit lustig!






6 JAHRE

[Boersenkrieger]

Perficient Kapitalerhöhung wurde abgeblasen.. da der kurs zurückkam und schlechtes marktumfeld... jetzt geht es wieder aufwärts seit gestern.

heute gibts q-zahlen... keine sau interessiert es hier

[Boersenkrieger]

19.1 million umsatz
Net income was $1.5 macht 0,07 EPS

beides in etwa den erwartungen entsprechend
erwartet wurden etwa 20 Mio Umsatz und 0,05 EPS
also ein leichter umsatzrückgang zum letzten quartal. das erste ist ja immer das schwächste bei PRFT... gegenüber 2004 natürlich weit über 100% besser.

mal sehen was der markt dazu sagt bzw was sonst noch mitgeteilt wird, aussichten usw....