Ressourcenbibliothek
EMC hat im zweiten Quartal des Geschäftsjahres 2008 erneut ein Rekordergebnis sowie ein ausgewogenes Umsatzwachstum in allen Geschäftsbereichen und Regionen erzielt. EMC verzeichnete im zweiten Quartal einen konsolidierten Gesamtumsatz von 3,67 Milliarden US-Dollar. Dies entspricht einer Steigerung um 18 Prozent im Vergleich zum Vorjahresquartal 2007 (3,12 Milliarden US-Dollar). Damit hat EMC im 20. Quartal in Folge ein zweistelliges Umsatzwachstum erzielt.
Der Nettogewinn nach GAAP beläuft sich im zweiten Quartal 2008 auf 377,5 Millionen US-Dollar. Dies entspricht 0,18 US-Dollar pro Aktie.
„Unser Fokus auf Informations- und virtuelle Infrastrukturen macht sich bezahlt und ist der treibende Faktor für den Erfolg unseres Geschäftsmodells und unsere Wettbewerbsfähigkeit“, sagt Joe Tucci, EMC Chairman, President und CEO. „ Trotz der unsicheren weltwirtschaftlichen Gesamtentwicklung glauben wir, dass angesichts des Bedarfs an einem kosteneffizienten und sicheren Informationsmanagement, die Investitionen in Technologien und Lösungen in diesen beiden Bereichen weiter zunehmen werden.“
Umsätze nach Geschäftsbereichen und Regionen
Nach Geschäftsbereichen (Information Storage, Content Management und Archivierung, RSA Information Security, VMWare) erreichte EMC im zweiten Quartal 2008 folgende Umsätze:
| Umsatz in US-Dollar | Wachstum | |
| Information Storage | 2,87 Mrd. | 14 % |
| Content Management & Archivierung | 204 Mio. | 18 % |
| RSA Information Security | 144 Mio. | 15 % |
| VMWare | 453 Mio. | 52 % |
In Nordamerika wuchs der Umsatz im zweiten Quartal gegenüber dem gleichen Zeitraum in 2007 um 10 Prozent. Außerhalb Nordamerikas legte EMC um 27 Prozent zu und machte 48 Prozent des Gesamtgeschäfts des zweiten Quartals 2008 aus. Dabei erzielten die Regionen EMEA (Europa, Naher Osten, Afrika), Asia-Pacific und Japan (APJ) sowie Lateinamerika jeweils zweistellige Wachstumsraten.
„Ich bin mit dem soliden Abschneiden von EMC auch im zweiten Quartal sehr zufrieden“, erklärt David Goulden, EMC Executive Vice President und Chief Financial Officer. „Wir haben ein Wachstum von Umsatz und Gewinn erzielt und das Quartal mit 8,1 Milliarden US-Dollar in Barvermögen und Investitionsmitteln abgeschlossen.“
Für das Jahr 2008 erwartet EMC einen konsolidierten Gesamtumsatz, der die 15 Milliarden-Dollar-Marke übersteigt.
Highlights des zweiten Quartals 2008
- Im Bereich Information Storage wurde ein Umsatz von 2,87 Milliarden Dollar erwirtschaftet und verzeichnet damit ein Wachstum um 14 Prozent gegenüber dem Vorjahreszeitraum. Die Nachfrage nach High-End Netzwerk-Speicher-Lösungen stieg um 10 Prozent im Vergleich zum Vorjahreszeitraum an. Im Midrange erreichten die Produkte der Celerra-Familien einen um 50 Prozent gestiegenen Absatz. Außerdem profitierte EMC von seinem Angebot an Flash-basierten Laufwerken und Technologien wie Virtual Provisioning und De-Duplizierung.
- Der Umsatz im Bereich Content Management und Archivierung stieg um 18 Prozent gegenüber dem Vorjahreszeitraum auf 204 Millionen US-Dollar. Verantwortlich für das Wachstum waren vor allem Lösungen für Transactional-Content-Management, mit denen Kunden die Effizienz ihrer Geschäftsprozesse steigern, Compliance-Vorschriften einhalten und Risiken minimieren können. Diese Woche hat EMC seine ECM-Plattform Documentum 6.5 auf den Markt gebracht, mit der sich strukturierte und unstrukturierte sowie Web 2.0-Inhalte verwalten lassen.
- Haupttreiber für die Umsatzsteigerung um 15 Prozent der RSA – The Security Division of EMC war eine wachsende Nachfrage nach Lösungen in den Bereichen Data Loss Prevention (DLP), Authentifizierungs- und Anti-Betrugs-Lösungen sowie Sicherheits- und Event-Management-Lösungen.
- VMware steigerte seinen Umsatz im zweiten Quartal 2008 gegenüber dem Vorjahresquartal um 52 Prozent auf 453 Millionen US-Dollar. VMware ist weltweiter Marktführer für Virtualisierungslösungen für Desktops und Rechenzentren.
Business Outlook
The following statements are based on current expectations. These statements are forward-looking, and actual results may differ materially. These statements do not give effect to the potential impact of mergers, acquisitions, divestitures or business combinations that may be announced or closed after the date hereof.These statements supersede all prior statements regarding business outlook set forth in prior EMC news releases.
All dollar amounts and percentages in the business outlook should be considered to be approximations.
- Consolidated EMC revenues are expected to exceed $15 billion in 2008.
- Consolidated GAAP diluted earnings per share (including the $79.2 million non-cash charge for in-process research and development (IPR&D) in the first quarter of 2008) are expected to be $0.74 in 2008.
- Consolidated non-GAAP diluted earnings per share (excluding the $79.2 million non-cash charge for IPR&D in the first quarter of 2008) are expected to be $0.78 in 2008.
- Consolidated non-GAAP diluted earnings per share (excluding the $79.2 million non-cash charge for IPR&D in the first quarter of 2008, the impact of stock-based compensation and intangible asset amortization) are expected to be $1.04 in 2008.
- Consolidated stock-based compensation expense is expected to be $0.18 per diluted share in 2008 and the amortization of intangible assets is expected to be $0.08 per diluted share in 2008.
- Consolidated GAAP tax rate for 2008 is expected to be 20% and the non-GAAP tax rate to be 22%. The tax impact of IPR&D, stock-based compensation and intangible asset amortization is expected to be 2%.
EMC Deutschland GmbH
Ute Ebers
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Fink & Fuchs
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till.stueve@ffpr.de
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EMC, Symmetrix, Celerra and Documentum are registered trademarks of EMC Corporation. RSA is a registered trademark of RSA Security Inc. VMware is a registered trademark of VMware, Inc. All other trademarks used are the property of their respective owners.
Forward-Looking Statements
This release contains "forward-looking statements" as defined under the Federal Securities Laws. Actual results could differ materially from those projected in the forward-looking statements as a result of certain risk factors, including but not limited to: (i) adverse changes in general economic or market conditions; (ii) delays or reductions in information technology spending; (iii) our ability to protect our proprietary technology; (iv) risks associated with managing the growth of our business, including risks associated with acquisitions and investments and the challenges and costs of integration, restructuring and achieving anticipated synergies; (v) fluctuations in VMware, Inc.'s operating results and risks associated with trading of VMware stock; (vi) competitive factors, including but not limited to pricing pressures and new product introductions; (vii) the relative and varying rates of product price and component cost declines and the volume and mixture of product and services revenues; (viii) component and product quality and availability; (ix) the transition to new products, the uncertainty of customer acceptance of new product offerings and rapid technological and market change; (x) insufficient, excess or obsolete inventory; (xi) war or acts of terrorism; (xii) the ability to attract and retain highly qualified employees; (xiii) fluctuating currency exchange rates; and (xiv) other one-time events and other important factors disclosed previously and from time to time in EMC's filings with the U.S. Securities and Exchange Commission. EMC disclaims any obligation to update any such forward-looking statements after the date of this release.
Use of Non-GAAP Financial Measures
This release contains non-GAAP financial measures. These non-GAAP financial measures, which are used as measures of EMC's performance or liquidity, should be considered in addition to, not as a substitute for, measures of EMC's financial performance or liquidity prepared in accordance with GAAP. EMC's non-GAAP financial measures may be defined differently than similar terms used by other companies, and accordingly, care should be exercised in understanding how EMC defines its non-GAAP financial measures.
Where specified in the accompanying schedules for various periods entitled "Reconciliation of GAAP to Non-GAAP," certain items noted on each such specific schedule (including, where noted, amounts relating to stock-based compensation expense and intangible amortization) are excluded from the non-GAAP financial measures.
EMC's management uses the non-GAAP financial measures in the accompanying schedules to gain an understanding of EMC's comparative operating performance (when comparing such results with previous periods or forecasts) and future prospects and excludes the above-listed items from its internal financial statements for purposes of its internal budgets and each reporting segment's financial goals. These non-GAAP financial measures are used by EMC's management in their financial and operating decision-making because management believes they reflect EMC's ongoing business in a manner that allows meaningful period-to-period comparisons. EMC's management believes that these non-GAAP financial measures provide useful information to investors and others (a) in understanding and evaluating EMC's current operating performance and future prospects in the same manner as management does, if they so choose, and (b) in comparing in a consistent manner the Company's current financial results with the Company's past financial results.
This release also includes disclosures regarding free cash flow which is a non-GAAP financial measure. Free cash flow is defined as net cash provided by operating activities less additions to property, plant and equipment and capitalized software development costs. EMC uses free cash flow, among other measures, to evaluate the ability of its operations to generate cash that is available for purposes other than capital expenditures and capitalized software development costs. Management believes that information regarding free cash flow provides investors with an important perspective on the cash available to make strategic acquisitions and investments, repurchase shares, service debt and fund ongoing operations. As free cash flow is not a measure of liquidity calculated in accordance with GAAP, free cash flow should be considered in addition to, but not as a substitute for, the analysis provided in the statement of cash flows.
All of the foregoing non-GAAP financial measures have limitations. Specifically, the non-GAAP financial measures that exclude the items noted above do not include all items of income and expense that affect EMC's operations. Further, these non-GAAP financial measures are not prepared in accordance with GAAP, may not be comparable to non-GAAP financial measures used by other companies and do not reflect any benefit that such items may confer on EMC. Management compensates for these limitations by also considering EMC's financial results as determined in accordance with GAAP.
