SOFTWaRE
Retailers hit
% month Mkt cap
Price (4) tio
10.03.08 - 10.04.08
change 4
P/E ra
m
markets and industries has been correct. The result is an increase in product
Stonesoft 0.32 19 18 -
revenue, a healthy pipeline and growing market share in these segments.”
Dassault 37.81 7 4414 25
Software aG missed market expectations for first-quarter licence sales but
SAP 32.90 -2 41147 - said it was not feeling effects from an economic slowdown and confirmed its
full-year outlook. Sales of new software licences, an important indicator for
Software AG 5.25 0 30 12
future revenue, rose 28% at constant currencies to $87.9m (€55.4m), short of
Update 3.42 -7 35 9
the lowest of 14 estimates that averaged €64m. Earnings before interest and
Exact Software 23.26 8 568 15
tax came in at exactly the poll average of €36m, rising 44%. Germany’s second-
biggest software maker after SAP said its acquisition of US peer webMethods
Unit 4 Agresso 18.45 14 474 19
last year had not produced the sales growth it had expected, although sales of
IFS 0.69 6 175 -
its core data management software had developed well.
Autonomy (£) 10.60 -3 2267 65
Total sales rose 28% to €159.4m, an increase of 37% at constant currencies.
Sage (£) 2.53 8 3304 15
Software AG said two-thirds of its revenues in the first quarter came from
outside the euro zone. Cost discipline and synergies from the webMethods
acquisition, the biggest in Software AG’s history, allowed the company to
Ariba 5.83 -9 495 -
increase earnings in line with expectations, despite the disappointing sales.
Autodesk 23.90 15 5505 26
“Earnings per share reached a record of 0.79 euros for the first quarter and
gives Software AG a good basis to reach its full-year targets,” it said in a
BEA Systems 12.13 0 5024 38
statement.
BMC 21.78 1 4184 24
DSG International Plc was hit amid declines in other European retailers selling
BroadVision 0.69 5 75 7
goods other than food as Merrill Lynch cut the industry to “underweight,’’
saying shoppers will rein in their spending. DSG fell 5.75 pence (7.29c) to 62.25
CA 14.52 0 7455 30
pence (78.9c), its biggest drop since April 10. Kesa Electricals Plc, Europe’s third-
biggest electronics retailer, declined 10.25 pence (13c), or 4.8%, to 204.75 pence
CDC Corp 2.34 29 29 209
(259.67c). Germany’s biggest retailer, metro aG, fell 96 cents, or 1.9%, to €48.57.
CheckPoint Systems 17.09 -4 681 19
The company’s electronics chains include Media Markt and Saturn. DSG, the
Chordiant 3.11 -20 103 10
owner of about 1,300 consumer electronics stores across Europe, slid 8.5% in
Citrix 20.95 2 3883 29
London trading, Merrill is concerned at falling real wages, although it did open
the door to a recovery at the year end. European retail sales unexpectedly fell
in February, led by a slump in Germany, European Union figures showed this
Compuware 4.89 -1 1340 17
month. In Finland, shares of Kesko Oyj slid to a two-year low after the nation’s
EMC 9.91 4 20817 20
largest retailer today said a weaker economy will lead to an unexpected drop
in home-improvement revenue.
Hyperion 1.81 -4 12 10
i2 Technologies 6.92 -6 148 20 Komplett had an EBIT of MNOK 17.9 (€2.25m) in 1Q 2008 against sales of
MNOK 1 125.1 (€141.13m). It reported that the process of integrating
MPX.no and
Intuit 17.8 2 5834 23
Itegra.no is on schedule and that inWarehouse has been incorporated into the
Lawson 26.08 7 2598 23
Group’s data infrastructure.
McAfee 22.69 1 3683 35
EmC had record first-quarter revenue and its 19th consecutive quarter of
Microsoft 20.25 9 188500 18
double-digit year-over-year revenue growth. EMC’s total consolidated revenue
Novell 4.10 1 1444 -
for the first quarter of 2008 was $3.47bn (€2.23bn), an increase of 17% over
the $2.98bn (€1.91bn) reported for the first quarter of 2007. First-quarter GAAP
Oracle 14.02 6 72216 23
net income was $268.8m (€172.66m), which included a $79.2m (€50.87m) non-
Pervasive 3.10 33 61 26
cash charge for in-process research and development (IPR&D) resulting from
acquisitions completed during the quarter. During the quarter, EMC generated
Red Hat 13.13 12 2552 57
operating cash flow of $918.3m (€589.7m), an increase of 14% compared with
Salesforce 43.49 14 5136 455
the same period a year ago, and free cash flow of $717.5m (€460.9m), an
increase of 22% year-over-year.
Please note that for consistency, we are now showing all companies with
their share prices converted to Euros unless indicated
Joe Tucci, EMC Chairman, President and Chief Executive Officer, said, “EMC is
off to a solid start to the year, and we remain on track to achieve the 2008
financial targets we set for the business at the beginning of the year. We
S
ource: Thomson Financial Datastream
entered the year with the strongest and most diversified product, solutions
28 02 may 2008
It0808 - 26-31_financials.indd 28 30/04/2008 11:47:27
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