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Magic Software Breaks Performance Records With Q3 Revenue of $30 Million and Net Income of $4 Million, an Increase of 60% Year Over Year

Company Reports Double-Digit Overall Growth for the Eighth Consecutive Quarter


News provided by

Magic Software Enterprises Ltd

Nov 02, 2011, 04:34 ET

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OR YEHUDA, Israel, November 2, 2011 /PRNewswire/ --

Magic Software Enterprises Ltd. (NASDAQ: MGIC), a global provider of mobile and cloud-enabled application and business integration platforms, today announced its financial results for the third quarter of 2011.

Financial Highlights for the Third Quarter and Nine-Month Period Ended September 30, 2011

  • Third-quarter revenues increased 34% to $30 million compared to $22.4 million in the same period last year.
  • Operating income for the third quarter increased 60% to $4 million, compared to $2.5 million in the same period last year.
  • Net income for the third quarter increased 60% to $4 million compared to $2.5 million in the same period last year.
  • Revenues for the nine-month period ended September 30, 2011 increased 30% to $82.8 million compared to $63.6 million in the same period last year.
  • Operating income for the nine-month period ended September 30, 2011 increased 67% to $10.5 million compared to $6.3 million in the same period last year.
  • Net income for the nine-month period ended September 30, 2011 increased 70% to $10.7 million compared to $6.3 million in the same period last year.
  • Operating cash flow for the nine-month period ended September 30, 2011 totaled $9 million.
  • Total cash and cash equivalents, short-term bank deposits, and short-term investments in marketable securities as of September 30, 2011 amounted to $46.6 million.

Results

For the third quarter ended September 30, 2011, total revenues were $30 million, with net income of $4 million, or $0.11 per fully diluted share. This compares with revenues of $22.4 million and net income of $2.5 million, or $0.08 per fully diluted share, for the same period last year.

Operating income for the third quarter ended September 30, 2011, was $4 million, or $0.11 per fully diluted share. This compares to operating income of $2.5 million, or $0.08 per fully diluted share, for the same period a year ago.

For the nine month-period ended September 30, 2011, total revenues were $82.8 million, with net income of $10.7 million, or $0.29 per fully diluted share. This compares with revenues of $63.6 million and net income of $6.3 million, or $0.19 per fully diluted share, for the same period last year.

Operating income for the nine-month period ended September 30, 2011, was $10.5 million, or $0.28 per fully diluted share. This compares to operating income of $6.3 million, or $0.19 per fully diluted share, for the same period a year ago.

Comments of Management

Commenting on the results, Guy Bernstein, Chief Executive Officer of Magic Software, said: "These excellent results demonstrate that Magic Software is going from strength to strength, achieving double-digit overall growth for the eighth consecutive quarter, with impressive performance in all our regions."

"Moving forward, we expect to see significant customer adoption of our expanded mobile offering and cloud-based application platform, both of which deliver technologies that are central to many enterprises' IT strategy. We will also continue to make strategic technology acquisitions, such as the recently announced purchase of BluePhoenix's AppBuilder activity, that will strengthen our position as a global provider of application development platforms," concluded Mr. Bernstein.

Non-GAAP Financial Measures

This release includes non-GAAP operating income, net income, basic and diluted earnings per share and other non-GAAP financial measures. These non-GAAP measures exclude the following items:

  • Amortization of purchased intangible assets
  • In-process research and development capitalization and amortization and
  • Equity-based compensation expense

Magic Software's management believes that the presentation of non-GAAP measures provides useful information to investors and management regarding financial and business trends relating to the Company's financial condition and results of operations as well as the net amount of cash generated by its business operations after taking into account capital spending required to maintain or expand the business.

These non-GAAP financial measures are not in accordance with, or an alternative for, generally accepted accounting principles and may be different from non-GAAP financial measures used by other companies. In addition, these non-GAAP financial measures are not based on any comprehensive set of accounting rules or principles. Magic Software believes that non-GAAP financial measures have limitations in that they do not reflect all of the amounts associated with Magic Software's results of operations as determined in accordance with GAAP and that these measures should only be used to evaluate Magic Software's results of operations in conjunction with the corresponding GAAP measures.

Refer to the Reconciliation of Selected Financial Metrics from GAAP to Non-GAAP tables below.

About Magic Software

Magic Software Enterprises Ltd. (NASDAQ: MGIC) is a global provider of mobile and cloud-enabled application and business integration platforms.

For more information, visit http://www.magicsoftware.com

For the latest detailed investor information, visit our new Investor Relations web page.

Except for the historical information contained herein, the matters discussed in this news release include forward-looking statements that may involve a number of risks and uncertainties. Actual results may vary significantly based upon a number of factors including, but not limited to, risks in product and technology development, market acceptance of new products and continuing product conditions, both here and abroad, release and sales of new products by strategic resellers and customers, and other risk factors detailed in the Company's most recent annual report and other filings with the Securities and Exchange Commission.

    MAGIC SOFTWARE ENTERPRISES LTD.
    CONSOLIDATED STATEMENTS OF INCOME
    U.S. dollars in thousands (except per share data)
 
                            Three months ended Nine months ended
                            __________________ _________________
                              September 30,      September 30,
                            __________________ _________________
                             2011       2010    2011    2010
                            _________ ________ ________ ________
                                Unaudited           Unaudited
                            __________________ _________________
    Revenues                 29,977   22,372  82,845   63,551   
    Cost of Revenues         17,816   13,191  49,290   37,104
                            _________ ________ ________ ________
    Gross profit             12,161    9,181  33,555   26,447   
                            _________ ________ ________ ________
    Research and development,
    net                         758      526   1,578    1,566
    Selling, marketing and 
    general and
    administrative expenses   7,396    6,151  21,436   18,555
    Total operating costs and 
    expenses                  8,154    6,677  23,014   20,121
                            _________ ________ ________ ________
    Operating income          4,007    2,504  10,541    6,326  
                            _________ ________ ________ ________
    Financial income (expenses), 
    net                          60       32     311     (284)
    Other income, net            19       68      92      148
                            _________ ________ ________ ________
    Income before taxes on 
    income                    4,086    2,604  10,944    6,190  
    Taxes on income              24       66      67     (102)
                            _________ ________ ________ ________
    Net income                4,062    2,538  10,877    6,292  
    Net income attributable 
    to non-controlling 
    interests                   (43)       -    (198)       -
                            _________ ________ ________ ________
    Net income attributable to 
    Magic Shareholders        4,019    2,538  10,679    6,292   

    Net earnings per share 
    attributable to
    Magic :
    Basic                      0.11     0.08    0.29     0.20
    Diluted                    0.11     0.08    0.29     0.19
 
    Weighted average number 
    of shares used in
    computing net earnings per 
    share attributable to
    Magic:
    Basic                    36,339   32,056  36,241   31,993
                            ========= ======= ======= ========
    Diluted                  36,954   32,596  37,058   32,485
                            ========= ======= ======= ========
    MAGIC SOFTWARE ENTERPRISES LTD.
    RECONCILIATION BETWEEN GAAP AND NON-GAAP
    STATEMENTS OF INCOME FOR COMPARATIVE PURPOSES
    U.S. dollars in thousands (except per share data)

                                  Three months ended   Nine months ended
                                  __________________   __________________
                                     September 30,       September 30,
                                  __________________   __________________
                                  2011        2010     2011        2010
                                  ________    ______   _______    ________

                                      Unaudited             Unaudited
                                  __________________   __________________

    GAAP operating income        4,007       2,504    10,541       6,326
    Amortization of capitalized 
    software and other 
    intangible assets            1,066         759     2,829       2,716
    Capitalization of software 
    development                 (1,253)       (783)   (3,846)     (2,350)
    Stock-based compensation       139         106       447         165
    Total adjustments to GAAP      (48)         82      (570)        531
                                 ______      _____    _______      _____
    Non-GAAP operating income    3,959       2,586     9,971       6,857
                                 ______      _____    _______      _____
 
    GAAP Net income attributable
    to Magic Shareholders        4,019       2,538    10,679       6,292
    Total adjustments to GAAP 
    as above                       (48)         82      (570)        531
                                 ______      _____    _______      _____
    Non-GAAP net income          3,971       2,620    10,109       6,823
                                 ______      _____    _______      _____

    Non-GAAP basic net earnings 
    per share attributable to 
    Magic                         0.11        0.08      0.28        0.21
                                 ======      ======   =======     ======
    Weighted average number of 
    shares used in computing 
    basic net earnings per 
    share                       36,339      32,056    36,241      31,993
                                _______     ______    _______     ______

    Non-GAAP diluted net 
    earnings per share
    attributable to Magic         0.11        0.08      0.27        0.21
                                =======    =======    =======     ======
    Weighted average number 
    of shares used in
    computing diluted net 
    earnings per share          37,046      32,647    37,155      32,533
                                _______    _______    _______     ______
    MAGIC SOFTWARE ENTERPRISES LTD.
    CONSOLIDATED BALANCE SHEETS
    U.S. dollars in thousands
 
                                    September 30,  December 31,
                                    _____________  ____________
                                        2011           2010
                                    _____________  ____________
                                     (Unaudited)
                                    _____________
 
    ASSETS
    CURRENT ASSETS:
    Cash and cash equivalents              35,139        43,661
    Short-term bank deposits                9,800            24
    Available-for-sale marketable
    securities                              1,612         2,857
    Trade receivables, net                 21,813        17,801
    Other accounts receivable and
    prepaid expenses                        3,716         4,029
                                    _____________  ____________
    Total current assets                   72,080        68,372
                                    _____________  ____________
 
    LONG-TERM RECEIVABLES:
    Severance pay fund                        344           325
    Other long-term receivables             3,587         2,141
                                    _____________  ____________
    Total other long-term
    receivables                             3,931         2,466
 
    PROPERTY AND EQUIPMENT, NET             2,083         1,827
    IDENTIFIABLE INTANGIBLE ASSETS
    AND
    GOODWILL, NET                          49,571        39,285
                                    _____________  ____________
 
    TOTAL ASSETS                          127,665       111,950
                                    =============  ============
 
    LIABILITIES AND EQUITY
 
    CURRENT LIABILITIES:
    Short-term credit and current
    maturities
    of long term loans                         50             9
    Trade payables                          3,703         2,994
    Accrued expenses and other
    accounts payable                       15,776        15,028
    Deferred revenues                       4,320         1,526
                                    _____________  ____________
    Total current liabilities              23,849        19,557
                                    _____________  ____________
 
    NON-CURRENT LIABILITIES:
    Long-term loans                             9             2
    Liability due to acquisition
    activities                              1,338         2,990
    Accrued severance pay                     704           536
                                    _____________  ____________
    Total non-current liabilities           2,051         3,528
                                    _____________  ____________
 
    EQUITY
    Magic Shareholders' equity            100,664        88,865
    Non-controlling interests               1,101             -
                                    _____________  ____________
    Total equity                          101,765        88,865
                                    _____________  ____________ 
    TOTAL LIABILITIES AND EQUITY          127,665       111,950
                                    =============  ============

Press contact:
Tania Amar
Magic Software Enterprises
Tel: +972(0)3-538-9300
Email: [email protected]

SOURCE Magic Software Enterprises Ltd

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