Fiserv Reports Second Quarter 2015 Results
GAAP revenue in the second quarter was
GAAP earnings per share from continuing operations in the second quarter
was
Adjusted earnings per share from continuing operations increased 17
percent in the quarter to
"We executed well in the quarter which led to solid financial results," said
Jeffery Yabuki, President and Chief Executive Officer of
Second Quarter 2015
-
Adjusted revenue grew 4 percent in both the quarter and first six
months of 2015 to
\\$1.23 billion and\\$2.42 billion , respectively, over the prior year periods. - Internal revenue growth in the quarter was 4 percent for the company, driven by 6 percent growth in the Payments segment and 2 percent growth in the Financial segment. Foreign currency negatively impacted internal revenue growth by approximately 60 basis points in the second quarter.
- Internal revenue grew 4 percent in the first six months of 2015, led by 5 percent growth in the Payments segment and 3 percent growth in the Financial segment. Foreign currency also negatively impacted internal revenue growth by approximately 50 basis points in the first six months of 2015.
-
Adjusted earnings per share increased 17 percent in the quarter to
\\$0.95 and increased 12 percent in the first six months of 2015 to\\$1.83 compared to the prior year periods. - Adjusted operating margin expanded 120 basis points to 31.8 percent in the quarter and 140 basis points to 31.5 percent in the first six months of 2015 compared to the prior year periods.
-
Free cash flow was up 11 percent to
\\$439 million in the first six months of 2015 compared to\\$395 million in the prior year period. -
The company repurchased 3.1 million shares of common stock in the
quarter for
\\$245 million and 6.9 million shares of common stock for\\$535 million in the first six months of 2015. As ofJune 30, 2015 , the company had 12.9 million remaining shares authorized for repurchase. -
In
April 2015 , the company entered into an amendment to extend the maturity of its\\$2.0 billion revolving credit facility toApril 2020 . -
During the quarter, the company raised
\\$1.75 billion of proceeds in a public offering of 5-year and 10-year senior notes with a weighted average interest rate and term of 3.3% and 7.6 years, respectively. The company primarily used the net proceeds from this offering to redeem its\\$600 million 3.125% senior notes due in 2016 and\\$500 million 6.8% senior notes due in 2017.
Outlook for 2015
"We remain on track to achieve our 2015 financial objectives which include our third consecutive year of accelerating internal revenue growth," said Yabuki.
Earnings Conference Call
The company will discuss its second quarter 2015 results on a conference
call and webcast at 4 p.m. CT on
About
Use of Non-GAAP Financial Measures
In this earnings release, we supplement our reporting of information determined in accordance with GAAP, such as revenue, operating income, operating margin, income from continuing operations, earnings per share and net cash provided by operating activities, with "adjusted revenue," "internal revenue growth," "adjusted operating income," "adjusted operating margin," "adjusted income from continuing operations," "adjusted earnings per share" and "free cash flow." Management believes that adjustments for certain non-cash or other items and the exclusion of certain pass-through revenue and expenses enhance our shareholders' ability to evaluate our performance because such items do not reflect how we manage our operations. Therefore, we exclude these items from GAAP revenue, operating income, operating margin, income from continuing operations, earnings per share and net cash provided by operating activities to calculate these non-GAAP measures.
Examples of non-cash or other items may include, but are not limited to, non-cash deferred revenue adjustments arising from acquisitions, non-cash intangible asset amortization expense associated with acquisitions, gains or losses from unconsolidated affiliates, severance costs, charges associated with early debt extinguishment, merger and integration costs related to acquisitions, and certain costs associated with the achievement of our operational effectiveness objectives. We exclude these items to more clearly focus on the factors we believe are pertinent to the management of our operations, and we use this information to allocate resources to our various businesses.
Free cash flow and internal revenue growth are non-GAAP financial measures and are described on page 10. We believe free cash flow is useful to measure the funds generated in a given period that are available for strategic capital decisions. We believe internal revenue growth is useful because it presents revenue growth excluding the impact of postage reimbursements in our Output Solutions business, acquisitions and dispositions, and including deferred revenue purchase accounting adjustments. We believe this supplemental information enhances our shareholders' ability to evaluate and understand our core business performance.
These non-GAAP measures should be considered in addition to, and not as a substitute for, revenue, operating income, operating margin, income from continuing operations, earnings per share and net cash provided by operating activities or any other amount determined in accordance with GAAP. These non-GAAP measures reflect management's judgment of particular items and may not be comparable to similarly titled measures reported by other companies.
Forward-Looking Statements
This press release contains forward-looking statements within the
meaning of the Private Securities Litigation Reform Act of 1995,
including statements regarding anticipated internal revenue growth,
adjusted earnings per share and adjusted earnings per share growth.
Statements can generally be identified as forward-looking because they
include words such as "believes," "anticipates," "expects," "could,"
"should" or words of similar meaning. Statements that describe the
company's future plans, objectives or goals are also forward-looking
statements. Forward-looking statements are subject to assumptions, risks
and uncertainties that may cause actual results to differ materially
from those contemplated by such forward-looking statements. The factors
that may affect the company's results include, among others: pricing and
other actions by competitors; the capacity of the company's technology
to keep pace with a rapidly evolving marketplace; the impact of market
and economic conditions on the financial services industry; the impact
of a security breach or operational failure on the company's business;
the effect of legislative and regulatory actions in
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Condensed Consolidated Statements of Income | |||||||||||||||||||
(In millions, except per share amounts, unaudited) | |||||||||||||||||||
Three Months Ended | Six Months Ended | ||||||||||||||||||
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2015 | 2014 | 2015 | 2014 | ||||||||||||||||
Revenue | |||||||||||||||||||
Processing and services | \\$ | 1,109 | \\$ | 1,051 | \\$ | 2,176 | \\$ | 2,078 | |||||||||||
Product | 189 | 202 | 397 | 409 | |||||||||||||||
Total revenue | 1,298 | 1,253 | 2,573 | 2,487 | |||||||||||||||
Expenses | |||||||||||||||||||
Cost of processing and services | 542 | 532 | 1,084 | 1,073 | |||||||||||||||
Cost of product | 168 | 171 | 349 | 351 | |||||||||||||||
Selling, general and administrative | 262 | 243 | 500 | 485 | |||||||||||||||
Total expenses | 972 | 946 | 1,933 | 1,909 | |||||||||||||||
Operating income | 326 | 307 | 640 | 578 | |||||||||||||||
Interest expense - net 1 | (49 | ) | (40 | ) | (89 | ) | (81 | ) | |||||||||||
Loss on early debt extinguishment 1 | (85 | ) | - | (85 | ) | - | |||||||||||||
Income from continuing operations before income taxes and income from investment in unconsolidated affiliate |
192 | 267 | 466 | 497 | |||||||||||||||
Income tax provision | (66 | ) | (101 | ) | (162 | ) | (167 | ) | |||||||||||
Income from investment in unconsolidated affiliate | 1 | - | 1 | 4 | |||||||||||||||
Income from continuing operations | 127 | 166 | 305 | 334 | |||||||||||||||
Income (loss) from discontinued operations | - | - | - | - | |||||||||||||||
Net income | \\$ | 127 | \\$ | 166 | \\$ | 305 | \\$ | 334 | |||||||||||
GAAP earnings per share - diluted: | |||||||||||||||||||
Continuing operations | \\$ | 0.53 | \\$ | 0.65 | \\$ | 1.26 | \\$ | 1.31 | |||||||||||
Discontinued operations | - | - | - | - | |||||||||||||||
Total | \\$ | 0.53 | \\$ | 0.65 | \\$ | 1.26 | \\$ | 1.30 | |||||||||||
Diluted shares used in computing earnings per share | 240.4 | 253.4 | 241.7 | 256.0 | |||||||||||||||
Earnings per share is calculated using actual, unrounded amounts. |
1 |
In |
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Reconciliation of GAAP to Adjusted Income and | ||||||||||||||||||||
Earnings Per Share from Continuing Operations | ||||||||||||||||||||
(In millions, except per share amounts, unaudited) | ||||||||||||||||||||
Three Months Ended | Six Months Ended | |||||||||||||||||||
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2015 | 2014 | 2015 | 2014 | |||||||||||||||||
GAAP income from continuing operations | \\$ | 127 | \\$ | 166 | \\$ | 305 | \\$ | 334 | ||||||||||||
Adjustments: | ||||||||||||||||||||
Merger, integration and other costs 1 | 8 | 2 | 13 | 9 | ||||||||||||||||
Severance costs | 6 | - | 9 | 12 | ||||||||||||||||
Amortization of acquisition-related intangible assets | 50 | 51 | 99 | 103 | ||||||||||||||||
Debt extinguishment and refinancing costs 2 | 92 | - | 92 | - | ||||||||||||||||
Tax impact of adjustments 3 | (55 | ) | (19 | ) | (75 | ) | (44 | ) | ||||||||||||
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- | 1 | - | (2 | ) | |||||||||||||||
Tax impact of |
- | 4 | - | 4 | ||||||||||||||||
Adjusted income from continuing operations | \\$ | 228 | \\$ | 205 | \\$ | 443 | \\$ | 416 | ||||||||||||
GAAP earnings per share from continuing operations | \\$ | 0.53 | \\$ | 0.65 | \\$ | 1.26 | \\$ | 1.31 | ||||||||||||
Adjustments - net of income taxes: | ||||||||||||||||||||
Merger, integration and other costs 1 | 0.02 | 0.01 | 0.03 | 0.02 | ||||||||||||||||
Severance costs | 0.02 | - | 0.02 | 0.03 | ||||||||||||||||
Amortization of acquisition-related intangible assets | 0.13 | 0.13 | 0.26 | 0.26 | ||||||||||||||||
Debt extinguishment and refinancing costs 2 | 0.25 | - | 0.25 | - | ||||||||||||||||
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- | 0.02 | - | 0.01 | ||||||||||||||||
Adjusted earnings per share from continuing operations | \\$ | 0.95 | \\$ | 0.81 | \\$ | 1.83 | \\$ | 1.63 |
1 | Merger, integration and other costs include incremental expenses incurred in conjunction with the achievement of the company's operational effectiveness objectives, including incremental costs related to data center and real estate consolidation activities such as move expenses and third party fees; a non-cash expense related to the modification of certain employee equity award agreements; and costs associated with the Open Solutions acquisition. | |
2 | See footnote on page 5. | |
3 | The tax impact of adjustments is calculated using a tax rate of 35 percent. | |
4 |
Represents the company's share of (gains) losses associated with
capital transactions, including sales of subsidiary businesses and a
taxable cash distribution, at |
|
See page 3 for disclosures related to the use of non-GAAP financial measures. Earnings per share is calculated using actual, unrounded amounts. | ||
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Financial Results by Segment | ||||||||||||||||||||
(In millions, unaudited) | ||||||||||||||||||||
Three Months Ended | Six Months Ended | |||||||||||||||||||
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2015 | 2014 | 2015 | 2014 | |||||||||||||||||
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Revenue | \\$ | 1,298 | \\$ | 1,253 | \\$ | 2,573 | \\$ | 2,487 | ||||||||||||
Output Solutions postage reimbursements | (74 | ) | (78 | ) | (157 | ) | (161 | ) | ||||||||||||
Open Solutions deferred revenue adjustment | 1 | 1 | 2 | 2 | ||||||||||||||||
Adjusted revenue | \\$ | 1,225 | \\$ | 1,176 | \\$ | 2,418 | \\$ | 2,328 | ||||||||||||
Operating income | \\$ | 326 | \\$ | 307 | \\$ | 640 | \\$ | 578 | ||||||||||||
Merger, integration and other costs | 8 | 2 | 13 | 9 | ||||||||||||||||
Severance costs | 6 | - | 9 | 12 | ||||||||||||||||
Amortization of acquisition-related intangible assets | 50 | 51 | 99 | 103 | ||||||||||||||||
Adjusted operating income | \\$ | 390 | \\$ | 360 | \\$ | 761 | \\$ | 702 | ||||||||||||
Operating margin | 25.1 | % | 24.5 | % | 24.9 | % | 23.2 | % | ||||||||||||
Adjusted operating margin | 31.8 | % | 30.6 | % | 31.5 | % | 30.1 | % | ||||||||||||
Payments and Industry Products ("Payments") | ||||||||||||||||||||
Revenue | \\$ | 701 | \\$ | 669 | \\$ | 1,397 | \\$ | 1,342 | ||||||||||||
Output Solutions postage reimbursements | (74 | ) | (78 | ) | (157 | ) | (161 | ) | ||||||||||||
Adjusted revenue | \\$ | 627 | \\$ | 591 | \\$ | 1,240 | \\$ | 1,181 | ||||||||||||
Operating income | \\$ | 208 | \\$ | 185 | \\$ | 399 | \\$ | 365 | ||||||||||||
Operating margin | 29.7 | % | 27.7 | % | 28.6 | % | 27.2 | % | ||||||||||||
Adjusted operating margin | 33.2 | % | 31.3 | % | 32.2 | % | 30.9 | % | ||||||||||||
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Revenue | \\$ | 608 | \\$ | 595 | \\$ | 1,201 | \\$ | 1,170 | ||||||||||||
Open Solutions deferred revenue adjustment | 1 | 1 | 2 | 2 | ||||||||||||||||
Adjusted revenue | \\$ | 609 | \\$ | 596 | \\$ | 1,203 | \\$ | 1,172 | ||||||||||||
Operating income | \\$ | 209 | \\$ | 203 | \\$ | 413 | \\$ | 388 | ||||||||||||
Operating margin | 34.5 | % | 34.1 | % | 34.4 | % | 33.1 | % | ||||||||||||
Adjusted operating margin | 34.5 | % | 34.1 | % | 34.4 | % | 33.1 | % | ||||||||||||
Corporate and Other | ||||||||||||||||||||
Revenue | \\$ | (11 | ) | \\$ | (11 | ) | \\$ | (25 | ) | \\$ | (25 | ) | ||||||||
Operating loss | \\$ | (91 | ) | \\$ | (81 | ) | \\$ | (172 | ) | \\$ | (175 | ) | ||||||||
Merger, integration and other costs | 8 | 2 | 13 | 9 | ||||||||||||||||
Severance costs | 6 | - | 9 | 12 | ||||||||||||||||
Amortization of acquisition-related intangible assets | 50 | 51 | 99 | 103 | ||||||||||||||||
Adjusted operating loss | \\$ | (27 | ) | \\$ | (28 | ) | \\$ | (51 | ) | \\$ | (51 | ) | ||||||||
See page 3 for disclosures related to the use of non-GAAP financial measures. |
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Operating margin percentages are calculated using actual, unrounded amounts. |
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Condensed Consolidated Statements of Cash Flows | ||||||||||||
(In millions, unaudited) | ||||||||||||
Six Months Ended | ||||||||||||
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2015 | 2014 | |||||||||||
Cash flows from operating activities | ||||||||||||
Net income | \\$ | 305 | \\$ | 334 | ||||||||
Adjustment for discontinued operations | - | - | ||||||||||
Adjustments to reconcile net income to net cash provided by operating activities: |
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Depreciation and other amortization | 107 | 96 | ||||||||||
Amortization of acquisition-related intangible assets | 99 | 103 | ||||||||||
Share-based compensation | 36 | 27 | ||||||||||
Excess tax benefits from share-based awards | (29 | ) | (12 | ) | ||||||||
Deferred income taxes | (9 | ) | (27 | ) | ||||||||
Income from investment in unconsolidated affiliate | (1 | ) | (4 | ) | ||||||||
Loss on early debt extinguishment | 85 | - | ||||||||||
Dividends from unconsolidated affiliate | - | 45 | ||||||||||
Other operating activities | 1 | - | ||||||||||
Changes in assets and liabilities: | ||||||||||||
Trade accounts receivable | 53 | 25 | ||||||||||
Prepaid expenses and other assets | (40 | ) | (24 | ) | ||||||||
Accounts payable and other liabilities | 38 | 46 | ||||||||||
Deferred revenue | (45 | ) | (40 | ) | ||||||||
Net cash provided by operating activities | 600 | 569 | ||||||||||
Cash flows from investing activities | ||||||||||||
Capital expenditures, including capitalization of software costs | (203 | ) | (150 | ) | ||||||||
Other investing activities | - | 1 | ||||||||||
Net cash used in investing activities | (203 | ) | (149 | ) | ||||||||
Cash flows from financing activities | ||||||||||||
Debt proceeds | 2,392 | 544 | ||||||||||
Debt repayments, including redemption and other costs | (2,055 | ) | (544 | ) | ||||||||
Proceeds from issuance of treasury stock | 47 | 26 | ||||||||||
Purchases of treasury stock, including employee shares withheld for tax obligations |
(574 | ) | (528 | ) | ||||||||
Excess tax benefits from share-based awards | 29 | 12 | ||||||||||
Other financing activities | - | (1 | ) | |||||||||
Net cash used in financing activities | (161 | ) | (491 | ) | ||||||||
Change in cash and cash equivalents | 236 | (71 | ) | |||||||||
Net cash flows from (to) discontinued operations | - | - | ||||||||||
Beginning balance | 294 | 400 | ||||||||||
Ending balance | \\$ | 530 | \\$ | 329 | ||||||||
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Condensed Consolidated Balance Sheets | ||||||||
(In millions, unaudited) | ||||||||
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2015 | 2014 | |||||||
Assets | ||||||||
Cash and cash equivalents | \\$ | 530 | \\$ | 294 | ||||
Trade accounts receivable - net | 746 | 798 | ||||||
Deferred income taxes | 40 | 42 | ||||||
Prepaid expenses and other current assets | 398 | 352 | ||||||
Total current assets | 1,714 | 1,486 | ||||||
Property and equipment - net | 382 | 317 | ||||||
Intangible assets - net | 1,940 | 2,003 | ||||||
Goodwill | 5,204 | 5,209 | ||||||
Other long-term assets | 348 | 322 | ||||||
Total assets | \\$ | 9,588 | \\$ | 9,337 | ||||
Liabilities and Shareholders' Equity | ||||||||
Accounts payable and accrued expenses | \\$ | 898 | \\$ | 905 | ||||
Current maturities of long-term debt | 5 | 92 | ||||||
Deferred revenue | 433 | 489 | ||||||
Total current liabilities | 1,336 | 1,486 | ||||||
Long-term debt | 4,231 | 3,711 | ||||||
Deferred income taxes | 712 | 716 | ||||||
Other long-term liabilities | 166 | 129 | ||||||
Total liabilities | 6,445 | 6,042 | ||||||
Shareholders' equity | 3,143 | 3,295 | ||||||
Total liabilities and shareholders' equity | \\$ | 9,588 | \\$ | 9,337 | ||||
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Selected Non-GAAP Financial Measures | ||||||
(\\$ in millions, unaudited) |
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Internal Revenue Growth (1) | Three Months Ended | Six Months Ended | ||||
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Payments Segment | 6% | 5% | ||||
Financial Segment | 2% | 3% | ||||
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4% | 4% |
1 |
Internal revenue growth is measured as the increase in adjusted
revenue (see page 7) for the current period excluding acquired
revenue, divided by adjusted revenue from the prior year period
excluding revenue attributable to dispositions. There was no
acquired revenue in the second quarter of 2015 or revenue
attributable to dispositions in the comparable prior year period.
During the first six months of 2015, there was no acquired revenue,
and revenue attributable to dispositions in the prior year period
was |
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Free Cash Flow 2 |
Six Months Ended |
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2015 | 2014 | ||||||||
Net cash provided by operating activities | \\$ | 600 | \\$ | 569 | |||||
Capital expenditures 3 | (203 | ) | (150 | ) | |||||
Other adjustments 3, 4 | 42 | (24 | ) | ||||||
Free cash flow | \\$ | 439 | \\$ | 395 |
2 | Free cash flow is calculated as net cash provided by operating activities less capital expenditures, and excludes the net change in settlement assets and obligations; tax-effected severance, merger and integration payments; and other items which management believes may not be indicative of the future free cash flow of the company. | |
3 |
2015 includes |
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4 |
"Other adjustments" in 2014 removes a |
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