Vignette Strong buy (kein push !!)


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23 Postings, 9018 Tage 2102slVignette Strong buy (kein push !!)

 
  
    #1
26.10.00 00:04
Die Quartalszahlen von VIGN sind bombastisch!! nachbörslich schon 13% im plus.
wollt ihr morgen gutes geld verdienen, dann deckt euch morgen früh als erstes mit vign (919207) ein und wartet genüßlich auf die eröffnung in den usa und harrt der dinge.
vign wird morgen einen richtigen satz machen.
zum nachlesen hier der Quartalsbericht:


Quarterly revenues increased 355 percent over prior year quarter and 43 percent sequentially to $110.4 million

AUSTIN, Texas--(BUSINESS WIRE)--Oct. 25, 2000-- Vignette Corp. (Nasdaq:VIGN - news), the leading supplier of e-business application software for building businesses online, today reported financial results for the quarter ended September 30, 2000.


--------------------------------------------------
                        VIGNETTE CORPORATION
--------------------------------------------------
                Three Months Ended 9/30/00  Nine Months Ended 9/30/00
--------------------------------------------------
Total Revenue                $110.4 million             $242.7 million
--------------------------------------------------
Core Operating
Loss                        $(9.1) million            $(18.0) million
--------------------------------------------------
Core EPS                             $(0.01)                     $0.00
--------------------------------------------------

``This quarter, we continued our strong execution and extended our market leadership position,'' said Greg Peters, chairman, president and CEO of Vignette®. ``Our revenue growth is very robust, our balance sheet is solid, we had numerous strategic customer wins and we solidified key strategic partnerships with some of the world's leading technology companies. As we move forward, we have never been in a better position than we are today in terms of our product offering and our competitive positioning.''

Third Quarter Highlights

Total revenue for the third quarter increased to $110.4 million, representing a 355 percent increase over the third quarter of 1999 and a 43 percent increase over last quarter.
Core operating loss was $9.1 million.
Core EPS was $(0.01).
Vignette ended the third quarter with 2,151 employees and 1,151 customers.
Customers

New customers for the quarter included, but were not limited to:

     High Tech: Ariba Inc., Baynet, Catapulse Networks, Homepage.com,
     Intel Corporation

Financial Services: Citibank Asia, Credit Lyonnais, Polaris

Securities

Telecommunications: Verizon, DeTeCSM

     New Media/Publishing: Axel Springer Verlag, Impress Corporation,
     Harcourt Inc., ISMM Interactive, Thomas Publishing, Time Out
     Communications, Warroom Research

Education: The College Board, New Horizons

     Manufacturing: Bass Brewers, Dell Computer Corporation,
     Prime Advantage, Pulsar

Entertainment: Blockbuster Inc., Bonnier Media, HBC Interactive,

TV New Zealand, Voxstar

     Retail: BigVine, Home Interior and Gifts, Homeportfolio Inc.,
     Buy.com

The company also recognized significant orders from existing customers including 4anything.com, Bank of Montreal, Bertelsmann Springer, CSC Holdings, Deutsche Telekom, Fidelity Investments, Hewlett Packard Europe, Hoover's, Lucent, Lufthansa, Manulife, Premium TV, Primedia Magazine, Sitestuff and Sonera.

Strategic Partners

In the quarter, Vignette announced several significant partnerships. On August 3, 2000, Vignette announced a global strategic e-business alliance with IBM. As part of the alliance, both companies are committed to integrating Vignette's V/5 with IBM's Websphere Commerce Suite and Websphere Application Server, with development and support personnel dedicated to the integration effort. In addition, Vignette and IBM have committed to joint sales and marketing efforts. IBM Global Services has committed to develop a worldwide services practice focused on Vignette products. The alliance has been successful for both IBM and Vignette from its inception, with joint customer wins at Bank of Montreal, Bank of Nova Scotia, engineering.com, Manulife and Catapulse Networks.

On August 10, 2000, Vignette announced an expanded alliance with Sun Microsystems. Vignette was elevated to Sun's Tier 1 partner status, its highest partner ranking, and both companies have committed to joint sales, marketing and engineering efforts. In addition, Sun's applications group will manage the relationship. Vignette, Sun and Artesia launched a new media and entertainment solution stack, and have seen sales opportunities being driven by this product. The solution stack is available at Sun's iForce Ready Centers throughout the world.

The Vignette® Economy

During the quarter, the Company grew the Vignette® Economy by adding a record 455 Vignette-trained third-party partner professionals, bringing the total to 1,800. Vignette expanded relationships with Andersen Consulting, Arthur Andersen, IBM Global Services, Inforte, Sapient and Sun Microsystems. Joint customer wins with partners in the Economy included Autoleasecheck.com, CSC Holdings, Impress Corporation, Harcourt Inc., JP Morgan, Merrill Lynch, PeopleNews, Primedia Magazine, Sportal Asia, and Time Out Communications, to name a few.

Vignette announced that companies such as AskJeeves, Inktomi, Motive Communications, Plumtree and Synchrony are building applications on the Vignette Application Foundation (VAF).

About Vignette Corporation

Vignette Corp. is the leading supplier of e-business application software. Vignette's products enable businesses to create and extend relationships with prospects and customers and facilitate high-volume transaction exchanges with suppliers and partners, all of which enhances customer satisfaction. Headquartered in Austin, Texas, Vignette Corporation has offices located throughout the Americas, Europe, Asia and in Australia and can be found on the Web at http://www.vignette.com.

Vignette's third quarter financial results will be discussed Wednesday, October 25, 2000 at 6:00 p.m. EDT. Dial in information is as follows:

   Domestic:                        (800) 215-1640
   International:                   (212) 346-0258
   Reservation/Passcode:             N/A

The replay will be available from 8:00 p.m. October 25, 2000 until 8:00 p.m. EDT October 27, 2000.

The replay information is as follows:

   Domestic:                        (800) 633-8284
   International:                   (858) 812-6440
   Reservation/Passcode:             16626251

The simultaneous Webcast will be available via the Investor Relations section of Vignette's corporate Web site at http://www.vignette.com.

``Safe Harbor'' Statement under the Private Securities Litigation

Reform Act 1995:

The statements contained in this earnings release that are not purely historical are forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, including statements regarding the Company's expectations, beliefs, hopes, intentions or strategies regarding the future. Forward-looking statements include statements regarding future sales, market growth, and competition. All forward-looking statements included in this earnings release are based upon information available to the Company as of the date hereof, and the Company assumes no obligation to update any such forward-looking statement. Actual results could differ materially from the Company's current expectations. Factors that could cause or contribute to such differences include, but are not limited to, Future Losses, Limited Operating History, Fluctuation of Quarterly Revenues and Operating Results, Competition, Dependence on a Small Number of Large Orders, Lengthy Sales Cycle and Product Implementation, Partnerships, Acquisition Integration, Market Awareness and Acceptance of Our Product, Rapid Changes in E-Business Technology and New Products, and other factors and risks discussed in the Company's Registration Statement on Form S-1, as amended and filed with the Securities and Exchange Commission and any reports filed from time to time with the Securities and Exchange Commission.

Vignette, the V Logo, www.vignette.com, V/Series, V/5, V/5 E-business Application Platform, V/5 Content Management Server, V/5 Lifecycle Personalization Server, V/5 Communication Server, V/5 Relationship Marketing Server, V/5 Syndication Server, V/5 Advanced Deployment Server, V/5 Development Center, V/5 Tools, Vignette Application Foundation and Vignette Application Power Pack are trademarks or registered trademarks of Vignette Corporation in the United States and foreign countries. All other names and terms in this release are trademarks or registered trademarks of their respective companies.

                        VIGNETTE CORPORATION
                     CONSOLIDATED BALANCE SHEETS
                           (In thousands)

                               September 30,   December 31,
                                  2000             1999
                               ----------------------------
                               (Unaudited)
ASSETS
Current assets:
Cash, cash equivalents
 and short-term investments     $  499,295      $  402,229
Accounts receivable, net           105,265          45,065
Prepaid expenses and other          10,627           5,588
                                ----------      ----------
 Total current assets              615,187         452,882

Property and equipment, net          40,977          11,059

Investments                          71,462          27,011
Intangibles, net                  1,606,695          20,467
Other assets                          5,857           3,311
                                ----------      ----------

 Total assets                   $2,340,178      $  514,730
                                ==========      ==========


LIABILITIES AND STOCKHOLDERS' EQUITY
Current liabilities:
Accounts payable and
 accrued expenses               $   84,016      $   31,074
Deferred revenue                   103,573          44,846
Current portion of long-term
 debt and capital lease              2,565             254
Other current liabilities            7,168           1,497
                                ----------      ----------
 Total current liabilities         197,322          77,671

Long-term debt and capital
lease, less current portion          3,629            --
                                ----------      ----------
 Total liabilities                 200,951          77,671
                                ----------      ----------

Stockholders' equity              2,139,227         437,059
                                ----------      ----------

 Total liabilities and
  stockholders' equity          $2,340,178      $  514,730
                                ==========      ==========


                        VIGNETTE CORPORATION
                CONSOLIDATED STATEMENTS OF OPERATIONS
                (In thousands, except per share data)

                             Quarter Ended       Nine Months Ended
                             September 30,         September 30,
                         --------------------  --------------------
                            2000       1999       2000       1999
                         --------------------  --------------------
                               (Unaudited)          (Unaudited)
Revenue:
Product license            $66,194    $12,364   $137,515    $24,562
Services                    44,193     11,874    105,232     23,681
                         ---------  ---------  ---------  ---------
Total revenue               110,387     24,238    242,747     48,243

Cost of revenue:
Product license              2,365        777      6,098      1,930
Services                    33,249      9,734     78,662     19,968
                         ---------  ---------  ---------  ---------
Total cost of revenue        35,614     10,511     84,760     21,898
                         ---------  ---------  ---------  ---------

Gross profit                 74,773     13,727    157,987     26,345

Operating expenses:
Research and development    17,734      4,514     35,654     10,231
Sales and marketing         53,091     12,239    114,824     28,819
General and
 administrative             13,097      2,637     25,520      5,986
Purchased in-process
 research and
  development,
   acquisition-related,
    and other charges      107,279        493    166,889     15,183
Amortization of deferred
 stock compensation         22,366      1,161     25,367      4,118
Amortization of
 intangibles               126,826        898    201,410        898
                         ---------  ---------  ---------  ---------
Total operating expenses    340,393     21,942    569,664     65,235
                         ---------  ---------  ---------  ---------

Loss from operations       (265,620)    (8,215)  (411,677)   (38,890)

Other income, net             6,741        829     18,592      2,039
                         ---------  ---------  ---------  ---------

Loss before income taxes   (258,879)    (7,386)  (393,085)   (36,851)

Provision for income taxes      440       --          440       --
                         ---------  ---------  ---------  ---------

Net loss                  $(259,319)   $(7,386) $(393,525)  $(36,851)
                         =========  =========  =========  =========
Basic and diluted net
loss per share(a)           $(1.15)    $(0.05)    $(2.00)    $(0.25)
                         =========  =========  =========  =========
Shares used in computing
basic and diluted
 net loss per share        225,324    156,276    197,186    146,862


(a) The nine months ended September 30, 1999, assumes the conversion
   of redeemable convertible preferred stock and convertible
   preferred stock into an equivalent number of common stock at the
   time of issuance.


                        VIGNETTE CORPORATION
             CONSOLIDATED STATEMENTS OF CORE OPERATIONS
                (In thousands, except per share data)

                            Quarter Ended         Nine Months Ended
                             September 30,          September 30,
                         --------------------  ----------------------
                            2000       1999       2000        1999
                         --------------------  ----------------------
                              (Unaudited)           (Unaudited)
Revenue:
Product license            $66,194    $12,364   $137,515    $24,562
Services                    44,193     11,874    105,232     23,681
                         ---------  ---------  ---------  ---------
Total revenue               110,387     24,238    242,747     48,243

Cost of revenue:
Product license              2,365        777      6,098      1,930
Services                    33,249      9,734     78,662     19,968
                         ---------  ---------  ---------  ---------
Total cost of revenue        35,614     10,511     84,760     21,898
                         ---------  ---------  ---------  ---------

Gross profit                 74,773     13,727    157,987     26,345

Operating expenses:
Research and development    17,734      4,514     35,654     10,231
Sales and marketing         53,091     12,239    114,824     28,819
General and
 administrative             13,097      2,637     25,520      5,986
                         ---------  ---------  ---------  ---------
Total operating expenses     83,922     19,390    175,998     45,036
                         ---------  ---------  ---------  ---------
Core loss
from operations(a)          (9,149)    (5,663)   (18,011)   (18,691)

Other income, net             6,741        829     18,592      2,039
                         ---------  ---------  ---------  ---------
Core income/(loss)
before income taxes         (2,408)    (4,834)       581    (16,652)

Provision for income taxes      440       --          672       --
                         ---------  ---------  ---------  ---------

Core net loss(b)            $(2,848)   $(4,834)      $(91)  $(16,652)
                         =========  =========  =========  =========
Basic and diluted core
net loss per share(c)       $(0.01)    $(0.03)    $(0.00)    $(0.11)
                         =========  =========  =========  =========
Shares used in computing
basic and diluted core
 net loss per share        225,324    156,276    197,186    146,862


Supplemental Data (a)(b)(c):

(a) Core loss from operations excludes other income, charges for
   amortization of deferred stock compensation, amortization of
   intangibles, purchased in-process research and development,
   acquisition-related, and other charges.

(b) Core net loss excludes charges for amortization of deferred stock
   compensation, amortization of intangibles, purchased in-process
   research and development, acquisition-related, and other charges.
   Assumes an effective tax rate of 40%.

(c) The nine months ended September 30, 1999, assumes the conversion
   of redeemable convertible preferred stock and convertible
   preferred stock into an equivalent number of common stock at the
   time of issuance.



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