SoftBrands Announces Fourth Quarter Fiscal 2007 Results

Date : 12/13/2007 @ 4:01PM
Source : PR Newswire
Stock : Softbrands (SBN)
Quote : 1.12  0.0 (0.00%) @ 8:01PM
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SoftBrands Announces Fourth Quarter Fiscal 2007 Results

MINNEAPOLIS, Dec. 13 /PRNewswire-FirstCall/ -- SoftBrands, Inc. (AMEX:SBN), a global supplier of enterprise application software, today announced its financial results for the fourth quarter of fiscal 2007, ended Sept. 30, 2007.

Revenues for fourth quarter fiscal 2007 were $23.3 million, an increase of 23% compared to the prior year quarter. The year-over-year increase in revenue was primarily the result of the acquisition of HIS in fourth quarter fiscal 2006. License revenue was 19% of total revenues in the current quarter, up significantly from 11% in fourth quarter fiscal 2006. Maintenance revenue grew by 8% in absolute dollars and accounted for 57% of total revenues in the current quarter, compared with 65% of revenues in fourth quarter fiscal 2006.

SoftBrands reported operating income of $2.5 million in the fourth quarter of fiscal 2007, compared with an operating loss of $12.3 million in the fiscal 2006 quarter. The fiscal 2006 fourth quarter included purchased in-process research and development expense of $11.4 million related to the HIS acquisition. The company reported net income available to common shareholders of $1.8 million, or $0.03 per diluted share, for fourth quarter fiscal 2007, compared with a net loss available to common shareholders of $17.0 million, or a loss of $0.42 per diluted share, for the prior year's quarter.

"We are pleased with our fourth quarter results, which exceeded our profit expectations due to strong performance in our manufacturing business, and resulted in positive earnings per share for the quarter. While our revenue performance was slightly behind plan in the quarter, we continue to make gains in license revenue," said Randy Tofteland, SoftBrands' president and chief executive officer. "Our operating income was right on target, which shows that we are continuing to make excellent progress managing our expenses, which resulted in positive operating income for the full fiscal year, despite incurring $1.7 million in restructuring costs."

"Our manufacturing business had a very strong quarter and continued to increase its profitability as a result of the restructuring actions we undertook in the third quarter," said Tofteland. "In addition we have recently signed several new SAP large enterprise customers, and we have entered the new fiscal year with a strong pipeline of sales opportunities. In fiscal 2008 we expect the manufacturing business to produce modest revenue growth as our SAP business continues to grow and offset natural attrition in our base business."

"In hospitality the fourth quarter benefited from a large contract to supply our full enterprise suite to Navy Lodges. In addition, we were successful selling our Medallion property management system to Best Western hotels in the United States. We also saw marked improvement on the operating profit line compared to prior quarters," said Tofteland. "In fiscal 2007, we met our license revenue goals for hospitality, but we were slightly behind our overall revenue goals due to weakness in professional services from delays in large deployments, which are now underway."

"We have entered fiscal 2008 with positive trends in both of our businesses, and we expect to further improve our financial performance in fiscal 2008," said Tofteland.

Highlights of the fourth quarter and other recent developments include:

-- SoftBrands signed an agreement with Navy Lodge Program to operate SoftBrands enterprise solutions including Epitome and Core across its worldwide Navy Lodges. Navy Lodges operates 43 Navy Lodges worldwide, providing accommodations to active duty military, Department of Defense personnel, retirees and their families for both official and leisure travel.

-- SoftBrands introduced a new set of Customer Relationship Management (CRM) tools for hotels, which allow hotels to centrally manage guest, travel agent and company profiles and communication across multiple properties. Mosaik CRM includes sales force automation, campaign management and loyalty program administration. SoftBrands' Mosaik CRM is the result of a partnership between SoftBrands and Serenata Intraware AG, a Munich, Germany-based hospitality technology provider.

-- SAP named SoftBrands as one of 22 worldwide early partners for SAP Business ByDesign. SAP Business ByDesign is an on-demand solution designed specifically for fast-growing midsize companies. Being chosen as a partner to bring SAP Business ByDesign to the market presents an opportunity for SoftBrands to further strengthen its partnership with SAP and produce incremental revenue growth as it provides a significant advantage to get a head start in a new market segment.

In the company's manufacturing business, fourth quarter fiscal 2007 revenues were $12.5 million, essentially even with fourth quarter fiscal 2006. Fourth quarter fiscal 2007 operating income in manufacturing was $2.7 million, a sharp increase from $0.6 million in the prior year's fourth quarter. Operating income benefited from cost control actions throughout the fiscal year, and restructuring actions taken in the third quarter.

In the company's hospitality business, fourth quarter fiscal 2007 revenues were $10.8 million, a significant increase from $6.6 million in the prior year's quarter due primarily to the acquisition of HIS in fourth quarter fiscal 2006. In fourth quarter fiscal 2007, SoftBrands' hospitality business posted an operating loss of $0.2 million, compared with an operating loss of $12.9 million in the prior year's quarter, which included purchased in-process research and development expense of $11.4 million.

From a geographic perspective, 62% of revenues were generated in the Americas in the quarter; 24% in the EMEA region; and 14% in the Asia Pacific region. This compares to a respective mix of 60%, 28% and 12% in the prior year's quarter.

Full Year Results

Revenues for fiscal 2007 were $93.4 million, compared with $69.3 million in fiscal 2006. The company said previously it expected to deliver full year revenues in the $95 million range.

In fiscal 2007 SoftBrands reported operating income of $0.7 million, which included restructuring costs of $1.7 million; non-cash amortization of intangibles expense of $3.5 million; and non-cash stock-based compensation expense of $1.7 million. In fiscal 2006, the company generated an operating loss of $16.4 million, which included purchased in-process research and development of $11.4 million related to the HIS acquisition, $0.2 million in restructuring costs, $3.6 million in non-cash amortization of intangibles expense and $1.9 million in non-cash stock-based compensation expense.

SoftBrands reported a net loss available to common shareholders of $3.7 million, or a loss of $0.09 cents per diluted share, for the full year ended Sept. 30, 2007, compared with a net loss of $21.1 million, or a loss of $0.52 cents per diluted share, for fiscal 2006. Net income in the 2006 fiscal year includes $0.4 million in income from discontinued operations.

Cash and Liquidity

As of Sept. 30, 2007, SoftBrands had $8.7 million in cash and cash equivalents, a decrease from $14.5 million at Sept. 30, 2006. However, SoftBrands' total current assets, which includes accounts receivable, increased to $28.8 million from $25.6 million in the same period.

Deferred revenue was $21.0 million at the end of the fourth quarter, a decrease from $22.6 million at Sept. 30, 2006.

Fiscal 2008 Outlook

For fiscal 2008, SoftBrands expects to deliver GAAP results of revenue in the range of $100 million to $105 million; operating income of 5% to 8% of revenues; net income to common shareholders of 0% to 3% of revenues; and diluted earnings per share of $0.00 to $0.05.

Conference Call

SoftBrands will hold its fourth quarter earnings conference call at 5:00 pm Eastern Time today, Dec. 13, 2007. Interested parties may listen to the call by dialing 866-825-1709 or international 617-213-8060 (passcode: 41054406). A live webcast will also be available at SoftBrands' website at http://www.softbrands.com/. A replay will be available approximately one hour after the conference call concludes and will remain available through Dec. 20, 2007. The replay number is 888-286-8010 and international 617-801-6888 (passcode: 45479013). The webcast will be archived on SoftBrands' website for approximately one year.

Forward-Looking Statements

All statements other than historical facts included in this release regarding future operations are subject to the risks inherent in predictions and "forward-looking statements." These statements are based on the beliefs and assumptions of management of SoftBrands and on information currently available to us. Nevertheless, these forward-looking statements should not be construed as guarantees of future performance. They involve risks, uncertainties, and assumptions identified in filings by SoftBrands with the SEC, including:

-- Changes in the economy, natural disasters, disease or other events that affect the manufacturing and hospitality segments or the geographies we serve; -- Our increasing dependence upon our relationship with SAP; -- Our ability to effectively integrate the HIS business; -- Our ability to timely complete and introduce, and the market acceptance of our new products; -- Our ability to properly document our sales consistent with the manner in which we recognize revenue; -- Our ability to manage international operations; -- Our ability to maintain and expand our base of clients on software maintenance programs; -- The effects of and our ability to rapidly adapt to changes in standards for operating systems, databases and other technologies; and -- Our ability to successfully upgrade our financial systems

About SoftBrands

SoftBrands, Inc. is a leader in providing software solutions for businesses in the manufacturing and hospitality industries worldwide. The company has established a global infrastructure for distribution, development and support of enterprise software, and has approximately 5,000 customers in more than 100 countries actively using its manufacturing and hospitality products. SoftBrands, which has approximately 775 employees, is headquartered in Minneapolis, Minn., with branch offices in Europe, India, Asia, Australia and Africa. Additional information can be found at http://www.softbrands.com/.

SoftBrands, Inc.

Consolidated Balance Sheets

September 30, September 30, (In thousands, except share and per 2007 2006 share data) (Unaudited) (Unaudited)

ASSETS

Current assets: Cash and cash equivalents $ 8,682 $ 14,520 Accounts receivable, net 15,683 7,555 Prepaid expenses and other current assets 4,474 3,542 Total current assets 28,839 25,617 Furniture, fixtures and equipment, net 2,602 2,787 Goodwill 38,027 35,021 Intangible assets, net 7,433 10,844 Other long-term assets 439 778 Total assets $ 77,340 $ 75,047

LIABILITIES AND STOCKHOLDERS' EQUITY

Current liabilities: Current portion of long-term obligations $ 3,510 $ 2,618 Revolving loan 1,585 - Accounts payable 4,554 2,110 Accrued expenses 8,329 6,870 Accrued restructuring costs 423 936 Deferred revenue 21,015 22,560 Other current liabilities 2,354 1,288 Total current liabilities 41,770 36,382 Long-term obligations 16,082 19,302 Other long-term liabilities 832 835 Total liabilities 58,684 56,519 Commitments and contingencies Stockholders' equity: Series A and undesignated preferred stock, $.01 par value; 10,647,973 shares authorized; no shares issued or outstanding - - Series B convertible preferred stock, $.01 par value; 4,331,540 shares authorized, issued and outstanding; liquidation value of $4,591 5,068 5,068 Series C-1 convertible preferred stock, $.01 par value; 18,000 shares authorized, issued and outstanding; liquidation value of $18,000 plus unpaid dividends 18,000 18,000 Series D convertible preferred stock, $.01 par value; 6,673 shares authorized, 6,000 shares issued and outstanding; liquidation value of $6,000 plus unpaid dividends 5,051 5,051 Common stock, $.01 par value; 110,000,000 shares authorized; 41,391,043 and 41,024,960 shares issued and outstanding, respectively 414 410 Additional paid-in capital 174,009 173,791 Accumulated other comprehensive loss (55) (1,670) Accumulated deficit (183,831) (182,122) Total stockholders' equity 18,656 18,528 Total liabilities and stockholders' equity $ 77,340 $ 75,047

SoftBrands, Inc.

Consolidated Statements of Operations

Three Months Ended Fiscal Year Ended September 30, September 30, (In thousands, except per 2007 2006 2007 2006 share data) (Unaudited)(Unaudited)(Unaudited)(Unaudited)

Revenues: Software licenses $ 4,526 $ 2,136 $ 17,133 $ 8,707 Maintenance and support 13,347 12,376 55,017 43,823 Professional services 4,614 4,036 18,030 14,619 Third-party software and hardware 852 496 3,200 2,140 Total revenues 23,339 19,044 93,380 69,289

Cost of revenues: Software licenses (21) 629 2,112 3,130 Maintenance and support 3,377 3,484 15,534 13,375 Professional services 3,733 3,626 16,318 13,007 Third-party software and hardware 807 474 2,720 1,600 Total cost of revenues 7,896 8,213 36,684 31,112

Gross profit 15,443 10,831 56,696 38,177

Operating expenses: Selling and marketing 4,859 3,987 20,175 13,343 Research and product development 3,160 3,300 13,734 10,962 General and administrative 4,835 4,281 20,343 18,673 Restructuring related charges 75 196 1,705 196 Purchased in-process research and development - 11,400 - 11,400 Total operating expenses 12,929 23,164 55,957 54,574

Operating income (loss) 2,514 (12,333) 739 (16,397)

Interest expense (535) (229) (1,971) (238) Other income (expense), net 69 (228) (89) 134

Income (loss) from continuing operations before provision for (benefit from) income taxes 2,048 (12,790) (1,321) (16,501)

Provision for (benefit from) income taxes (198) 97 388 110

Income (loss) from continuing operations 2,246 (12,887) (1,709) (16,611)

Discontinued operations: Income from discontinued operations, net of tax - - - 393

Net income (loss) 2,246 (12,887) (1,709) (16,218)

Preferred stock dividends (482) (382) (1,949) (1,201) Preferred stock beneficial conversion feature charge - (756) - (756) Deemed dividend on exchange of preferred stock - (2,935) - (2,935)

Net income (loss) available to common shareholders $ 1,764 $(16,960) $ (3,658) $(21,110)

Basic earnings (loss) per common share: Continuing operations $ 0.04 $ (0.42) $ (0.09) $ (0.53) Discontinued operations 0.00 0.00 0.00 0.01 Net income (loss) available to common shareholders $ 0.04 $ (0.42) $ (0.09) $ (0.52)

Diluted earnings (loss) per common share: Continuing operations $ 0.03 $(0.42) $ (0.09) $ (0.53) Discontinued operations 0.00 0.00 0.00 0.01 Net income (loss) available to common shareholders $ 0.03 $(0.42) $ (0.09) $ (0.52)

Weighted-average common shares outstanding: Basic 45,688 40,590 41,221 40,242 Diluted 57,117 40,590 41,221 40,242

SoftBrands, Inc.

Supplemental Financial Information (Unaudited, in thousands)

Revenues and Operating Income (Loss)

Three Months Ended September 30, 2007 2006 % Change Operating Operating Operating Income Income Income Revenues (Loss) Revenues (Loss) Revenues (Loss)

Manufacturing $ 12,533 $ 2,702 $ 12,445 $ 569 0.7% 374.9% Hospitality 10,806 (188) 6,599 (12,902) 63.8% 98.5%

Total $ 23,339 $ 2,514 $ 19,044 $(12,333) 22.6% 120.4%

Fiscal Year Ended September 30, 2007 2006 % Change Operating Operating Operating Income Income Income Revenues (Loss) Revenues (Loss) Revenues (Loss)

Manufacturing $ 50,346 $ 5,155 $ 51,076 $ 1,849 -1.4% 178.8% Hospitality 43,034 (4,416) 18,213 (18,246) 136.3% 75.8%

Total $ 93,380 $ 739 $ 69,289 $(16,397) 34.8% 104.5%

Revenues by Segment and Type

Three Months Ended September 30, 2007 2006 Manufacturing Hospitality Total Manufacturing Hospitality Total

Software licenses $ 1,496 $ 3,030 $ 4,526 $ 1,240 $ 896 $ 2,136 Maintenance and support 8,105 5,242 13,347 8,140 4,236 12,376 Professional services 2,666 1,948 4,614 2,846 1,190 4,036 Third-party software and hardware 266 586 852 219 277 496

Total $12,533 $10,806 $23,339 $12,445 $ 6,599 $19,044

Fiscal Year Ended September 30, 2007 2006 Manufacturing Hospitality Total Manufacturing Hospitality Total

Software licenses $ 5,964 $11,169 $17,133 $ 6,363 $ 2,344 $ 8,707 Maintenance and support 32,584 22,433 55,017 31,896 11,927 43,823 Professional services 10,942 7,088 18,030 11,576 3,043 14,619 Third-party software and hardware 856 2,344 3,200 1,241 899 2,140

Total $50,346 $43,034 $93,380 $51,076 $18,213 $69,289

SoftBrands, Inc.

Supplemental Financial Information (Unaudited, in thousands)

Revenues by Segment and Geography

Three Months Ended September 30, 2007 2006 Manufacturing Hospitality Total Manufacturing Hospitality Total

Americas $ 7,309 $ 7,281 $14,590 $ 7,300 $ 4,197 $11,497 Europe, Middle East and Africa 3,583 1,951 5,534 3,504 1,869 5,373 Asia Pacific 1,641 1,574 3,215 1,641 533 2,174

Total $12,533 $10,806 $23,339 $12,445 $ 6,599 $19,044

Fiscal Year Ended September 30, 2007 2006 Manufacturing Hospitality Total Manufacturing Hospitality Total

Americas $29,285 $26,291 $55,576 $29,751 $ 8,713 $38,464 Europe, Middle East and Africa 14,243 9,051 23,294 14,372 7,376 21,748 Asia Pacific 6,818 7,692 14,510 6,953 2,124 9,077

Total $50,346 $43,034 $93,380 $51,076 $18,213 $69,289

Contact Information: Gregg Waldon Chief Financial Officer 612-851-1805

Susan Eich Vice President, Corporate Communications 612-851-6205

DATASOURCE: SoftBrands, Inc.

CONTACT: Gregg Waldon, Chief Financial Officer, +1-612-851-1805,

, or Susan Eich, Vice President, Corporate

Communications, +1-612-851-6205, , both of

SoftBrands, Inc.

Web site: http://www.softbrands.com/

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