Inteliquent Reports 2Q 2016 Results
“We continued to deliver a strong and consistent performance during the second quarter as we achieved our fourth consecutive quarter of sequential revenue and traffic growth, reflecting the successful implementation of our Growth Forward business strategy,” said Matt Carter, Inteliquent’s President and Chief Executive Officer. “The acquisition of Shopety’s Next-Generation Software and Switching Platform will expand the capabilities and addressable market of our Omni IQ product line by allowing more customers to use Inteliquent’s services, and diversify our revenue stream. Overall, we are pleased with the positive momentum to transform our business and our positioning in the market to deliver value for our shareholders.”
Second Quarter 2016 Results
Inteliquent generated revenue of $90.8 million in the second quarter of 2016, an increase of 71.6%, or $37.9 million, from $52.9 million of revenue in the second quarter of 2015. The growth was primarily driven by an increase in minutes of use, as well as an increase in the average rate per minute. Minutes of use increased 55.8% to 53.9 billion minutes in the second quarter of 2016, compared to 34.6 billion minutes in the second quarter of 2015. The average rate per minute for the second quarter of 2016 was $0.00168, an increase of 9.8%, compared to $0.00153 for the second quarter of 2015.
Network and facilities expense for the second quarter of 2016 was $58.6 million, or 64.5% of revenue, compared to $21.3 million, or 40.3% of revenue, for the second quarter of 2015. The $37.3 million, or 175.1% increase in network and facilities expense was primarily due to an increase in traffic. The cost as a percent of revenue increased during the three months ended June 30, 2016, primarily as a result of a significant increase in the volume of long distance traffic, which in turn resulted in an increase in the costs Inteliquent pays to third parties to terminate that traffic.
Combined operating expenses consisting of Operations, Sales and Marketing, and General and Administrative expenses were $14.2 million, or 15.6% of revenue for the second quarter of 2016, compared to $13.1 million, or 24.8% of revenue for the second quarter of 2015. The $1.1 million, or 8.4% increase in operating expenses was primarily due to higher professional fees, consisting of contract labor fees, litigation fees and Shopety transaction costs, as well as higher software licensing and hardware maintenance costs and higher transaction taxes and surcharges related to the growth of our business. Partially offsetting these increases was a decrease to our general and administrative expenses due to non-recurring charges for the resolution of certain employee matters related to the separation of prior members of executive management that occurred during the three months ended June 30, 2015.
Depreciation and amortization expense was $3.5 million for the second quarter of 2016, or 3.9% of revenue, compared to $2.6 million for the second quarter of 2015, or 4.9% of revenue. The increase in depreciation and amortization expense for the second quarter 2016 was due to the significant increase in the property and equipment asset base necessary to accommodate the growth in traffic.
Net Income in the second quarter of 2016 was $9.0 million, compared to $10.0 million for the second quarter of 2015.
Adjusted EBITDA (a non-GAAP financial measure) in the second quarter of 2016 was $19.2 million, a decrease of 8.6% or $1.8 million, from $21.0 million for the second quarter of 2015. See “Use of Non-GAAP Financial Measures” below for a discussion of the presentation of Adjusted EBITDA and reconciliation to net income.
2016 Business Outlook
As a result of Inteliquent’s year-to-date results and the updated forecast for the remainder of the year, Inteliquent is revising its financial estimates for 2016. The new outlook is as follows:
Current Estimates | Prior Estimates | |||
Revenue | $360 to $370 million | $370 to $390 million | ||
Adjusted EBITDA | $80 to $85 million | $82 to $92 million | ||
Capital Expenditures | $23 to $26 million | $25 to $28 million | ||
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