Resultado representa um crescimento de 5,4% em relação aos $489,5 milhões do mesmo período do ano passado; o ano fiscal da F5 Networks termina em 30 de setembro
A F5, líder em soluções de ADN (Application Delivery Networking) – tecnologia que garante a entrega de aplicações rodando em ambiente Web – anunciou uma receita de $516 milhões no primeiro trimestre fiscal de 2017, encerrado em 31 de dezembro. Para a empresa que encerra seu ano fiscal no último dia de setembro de cada ano, se equiparado ao mesmo período de 2016, isso significa um salto de 5,4%, o que equivale a 26,5 milhões de dólares a mais.
O ano fiscal da F5 Networks termina no dia 30 de setembro.
Segundo Rita D’Andrea, country manager da F5 Brasil, esse crescimento já era esperado graças ao lançamento de novos produtos como, por exemplo, o BIG-IP iSeries. “Realizado em novembro, gerou um crescimento de 2% na receita de produtos em relação ao ano anterior”, comenta.
A executiva também conta que além de uma forte procura pela linha de produtos iSeries, as vendas de softwares, principalmente os módulos que operam no hardware dedicado da F5 e as Virtual Editions projetadas para executar em qualquer hypervisor padrão ou Monitor de Máquina Virtual (uma camada de software localizada entre a camada de hardware e o sistema operacional), continuaram a crescer como uma porcentagem da receita de produtos.
Outro ponto importante a se notar durante primeiro quarter de 2017, foram as vendas significativas de produtos nas Américas, APAC (Ásia Pacífico) e Japão. “Vale destacar que a demanda pelos produtos de segurança Access Policy Manager e da linha de Firewalls, pelo segundo trimestre seguido, impulsionadas por um volume maior de vendas do SSL Orchestrator, também influenciaram positivamente para atingirmos esse resultado”, conclui.
Perspectivas para o futuro
Apesar das vendas no EMEA (Europa, Oriente Média e África), terem sofrido uma pequena queda em relação ao ano anterior, a F5 está bastante otimista com o segundo trimestre fiscal de 2017, que termina em 31 de março, sendo assim, a empresa projetou números de receita na casa dos U$518 a U$528 milhões, com uma meta de meta de rendimento GAAP de USD 1,41 a USD 1,44 por ação diluída e uma meta de rendimento não GAAP de USD 1,95 a USD 1,98 por ação diluída. “Acreditamos que a migração de aplicações para nuvens públicas e privadas, a expansão das infraestruturas de nuvem híbridas, a explosão do tráfego criptografado em SSL e a necessidade de fornecer segurança para aplicações, incluindo a florescente gama de aplicações IoT, representam grandes oportunidades de mercado a partir do trimestre corrente”, afirma Rita D’Andrea.
Uma reconciliação dos lucros GAAP e não-GAAP esperados pela empresa aparece na tabela abaixo:
|Three months ended March 31, 2017|
|Reconciliation of Expected Non-GAAP Second Quarter Earnings||Low||High|
|Stock-based compensation expense||$44.0||$44.0|
|Amortization of purchased intangible assets||$3.3||$3.3|
|Tax effects related to above items||$(12.3)||$(12.3)|
|Non-GAAP net income excluding stock-based compensation expense and amortization of purchased intangible assets||$126.6||$128.6|
|Net income per share – diluted||$1.41||$1.44|
|Non-GAAP net income per share – diluted||$1.95||$1.98|
Forward Looking Statements
This press release contains forward-looking statements including, among other things, statements regarding the continuing strength and momentum of F5’s business, future financial performance, sequential growth, projected revenues including target revenue and earnings ranges, income, earnings per share, share amount and share price assumptions, demand for application delivery networking, application delivery services, security, virtualization and diameter products, expectations regarding future services and products, expectations regarding future customers, markets and the benefits of products, and other statements that are not historical facts and which are forward-looking statements. These forward-looking statements are subject to the safe harbor provisions created by the Private Securities Litigation Reform Act of 1995. Actual results could differ materially from those projected in the forward-looking statements as a result of certain risk factors. Such forward-looking statements involve risks and uncertainties, as well as assumptions and other factors that, if they do not fully materialize or prove correct, could cause the actual results, performance or achievements of the company, or industry results, to be materially different from any future results, performance or achievements expressed or implied by such forward-looking statements. Such factors include, but are not limited to: customer acceptance of our new traffic management, security, application delivery, optimization, diameter and virtualization offerings; the timely development, introduction and acceptance of additional new products and features by F5 or its competitors; competitive factors, including but not limited to pricing pressures, industry consolidation, entry of new competitors into F5’s markets, and new product and marketing initiatives by our competitors; increased sales discounts; uncertain global economic conditions which may result in reduced customer demand for our products and services and changes in customer payment patterns; global economic conditions and uncertainties in the geopolitical environment; overall information technology spending; litigation involving patents, intellectual property, shareholder and other matters, and governmental investigations; natural catastrophic events; a pandemic or epidemic; F5’s ability to sustain, develop and effectively utilize distribution relationships; F5’s ability to attract, train and retain qualified product development, marketing, sales, professional services and customer support personnel; F5’s ability to expand in international markets; the unpredictability of F5’s sales cycle; F5’s share repurchase program; future prices of F5’s common stock; and other risks and uncertainties described more fully in our documents filed with or furnished to the Securities and Exchange Commission, including our most recent reports on Form 10-K and Form 10-Q and current reports on Form 8-K that we may file from time to time, which could cause actual results to vary from expectations. The financial information contained in this release should be read in conjunction with the consolidated financial statements and notes thereto included in F5’s most recent reports on Forms 10-Q and 10-K as each may be amended from time to time. All forward-looking statements in this press release are based on information available as of the date hereof and qualified in their entirety by this cautionary statement. F5 assumes no obligation to revise or update these forward-looking statements.
GAAP to non-GAAP Reconciliation
F5’s management evaluates and makes operating decisions using various operating measures. These measures are generally based on the revenues of its products, services operations and certain costs of those operations, such as cost of revenues, research and development, sales and marketing and general and administrative expenses. One such measure is net income excluding stock-based compensation, amortization of purchased intangible assets and acquisition-related charges, net of taxes, which is a non-GAAP financial measure under Section 101 of Regulation G under the Securities Exchange Act of 1934, as amended. This measure consists of GAAP net income excluding, as applicable, stock-based compensation, amortization of purchased intangible assets and acquisition-related charges. This measure of non-GAAP net income is adjusted by the amount of additional taxes or tax benefit that the company would accrue if it used non-GAAP results instead of GAAP results to calculate the company’s tax liability. Stock-based compensation is a non-cash expense that F5 has accounted for since July 1, 2005 in accordance with the fair value recognition provisions of Financial Accounting Standards Board (“FASB”) Accounting Standards Codification (“ASC”) Topic 718 Compensation—Stock Compensation (“FASB ASC Topic 718”). Amortization of intangible assets is a non-cash expense. Investors should note that the use of intangible assets contribute to revenues earned during the periods presented and will contribute to revenues in future periods. Acquisition-related expenses consist of professional services fees incurred in connection with acquisitions. In addition, expense related to a jury verdict and other associated costs of that patent litigation have been excluded from GAAP net income for the purpose of measuring non-GAAP earnings and earnings per share in fiscal 2016.
Management believes that non-GAAP net income per share provides useful supplemental information to management and investors regarding the performance of the company’s core business operations and facilitates comparisons to the company’s historical operating results. Although F5’s management finds this non-GAAP measure to be useful in evaluating the performance of the core business, management’s reliance on this measure is limited because items excluded from such measures could have a material effect on F5’s earnings and earnings per share calculated in accordance with GAAP. Therefore, F5’s management will use its non-GAAP earnings and earnings per share measures, in conjunction with GAAP earnings and earnings per share measures, to address these limitations when evaluating the performance of the company’s core business. Investors should consider these non-GAAP measures in addition to, and not as a substitute for, financial performance measures in accordance with GAAP.
F5 believes that presenting its non-GAAP measure of earnings and earnings per share provides investors with an additional tool for evaluating the performance of the company’s core business and which management uses in its own evaluation of the company’s performance. Investors are encouraged to look at GAAP results as the best measure of financial performance. However, while the GAAP results are more complete, the company provides investors this supplemental measure since, with reconciliation to GAAP, it may provide additional insight into the company’s operational performance and financial results.
For reconciliation of this non-GAAP financial measure to the most directly comparable GAAP financial measure, please see the section in our Consolidated Income Statements entitled “Non-GAAP Financial Measures.”
- Consolidated Balance Sheets
- Consolidated Statement of Operations
- Consolidated Statements of Cash Flow
Sobre a F5
A F5 provê soluções para o universo das aplicações. A F5 ajuda as organizações a criarem soluções escaláveis de computação em nuvem, data center e SDN (Software Defined Network, rede definida por software). Em todos os casos, a tecnologia F5 garante a entrega das aplicações a qualquer usuário, em qualquer lugar, a qualquer momento. A plataforma F5 amplia o alcance das soluções de TI – isso é feito com a ajuda de um rico ecossistema de parceiros da F5, incluindo fornecedores de soluções para orquestração de data centers. Um dos destaques da estratégia de negócios da F5 é sua flexibilidade, permitindo que os usuários projetem o modelo de infraestrutura que melhor atenda às suas necessidades. As maiores empresas globais confiam na F5 para estar à frente das tendências de computação em nuvem, segurança e mobilidade. A companhia, que tem sede em Seattle, Estados Unidos, atua no mercado brasileiro desde 2001, através de distribuidores e revendas. No final de 2005, a F5 instalou oficialmente sua subsidiária brasileira, em São Paulo. Mais informações: www.f5.com