UPDATE: Red Hat Profit Up 37% On Growing Revenue; Beats Estimates
September 23 2009 - 6:35PM
Dow Jones News
Red Hat Inc.'s (RHT) fiscal second-quarter profit jumped 37% as
the company again posted better-than-expected results on growing
revenue and higher margins.
Red Hat's growth was largely driven by market share gains,
executives said, but that there were signs corporations, which for
a year have been reining in technology spending, are thinking about
committing capital to projects again. Executives added also that
the uncertainty over the future of Sun Microsystems Inc. (JAVA),
which Oracle Corp. (ORCL) is in the process of buying, may have
helped revenues.
Shares rose 5% to $26.05 in after-hours trading. At the close,
the stock was up 88% this year.
The open-software developer's results have held up relatively
well in recent quarters, as the bulk of its revenue is recurring
and subscription based. Goldman Sachs said earlier this month it
expected the upcoming server cycle to be healthy, due to improved
information technology spending and pent-up demand.
Red Hat's core Linux product is free, but the company makes its
money on providing maintenance and support to corporations and
large organizations who use it to operate computers.
On a conference call following the results, Chief Executive Jim
Whitehurst said that there were "signs of life" returning to the
corporate technology spending environment, and corporations were
discussing freeing capital for new technology projects. He added,
though, that "we didn't see that in terms of new volumes."
Uncertainty over the future of Sun may also be helping,
Whitehurst said. Oracle agreed to buy Sun in April, but the deal is
awaiting regulatory approval by European Commission antitrust
authorities. Earlier this week, Oracle CEO Larry Ellison said that
the delay is costing Oracle $100 million a month.
For the quarter ended Aug. 31, Red Hat reported earnings of
$28.9 million, or 15 cents a share, up from $21.1 million, or 10
cents a share, a year earlier. The company repurchased $47 million
of common stock in the quarter. Excluding stock compensation and
amortization expenses as well as a tax benefit in the latest
quarter, earnings rose to 16 cents from 14 cents.
Revenue improved 12%, to $183.6 million, as subscription revenue
increased 15%. Nearly half of the company's revenue is from outside
the U.S.
Analysts polled by Thomson Reuters expected per-share earnings
of 15 cents on revenue of $179 million.
Gross margin climbed to 84.5% from 83.3%.
In July, Red Hat replaced CIT Group Inc. (CIT) in the S&P
500-stock index.
- By Jessica Hodgson, Dow Jones Newswires; 415-439-6455;
jessica.hodgson@dowjones.com
- By John Kell, Dow Jones Newswires; 212-416-2480;
john.kell@dowjones.com