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Verifone Systems (PAY) Drops After Guiding Q3 Revenue Below Street

 May 24, 2012 06:39 PM
 

(By Balasheshan) VeriFone Systems Inc. (NYSE:PAY) shares fell 9.09% in extended trading after the maker of point-of-sale terminals guided third quarter revenue below Street's view. Second quarter earnings and revenue exceeded market expectations, on acceleration in organic growth and the addition of Hypercom-brand sales.

The company expects third quarter adjusted earnings of $0.68 to $0.70 per share and adjusted revenue of $495 million to $500 million, while Street predicts profit of $0.70 per share on revenue of $502.18 million.

For the full year of fiscal 2012, VeriFone still anticipates adjusted earnings of $2.60 to $2.66 per share and adjusted revenue of $1.900 billion to $1.925 billion, while Street analysts predict profit of $2.66 per share on revenue of $1.92 billion.

VeriFone posted second quarter adjusted earnings of $71.44 million or $0.64 per share, up from $42.90 million or $0.46 per share last year.

Revenue jumped 61.4% to $472.02 million, while adjusted revenue climbed 64% to $479 million. Adjusted revenue excluding revenues from businesses acquired in the past 12 months increased 15% to $328.18 million.

Analysts, on average, polled by Thomson Reuters expected VeriFone to report earnings of $0.61 per share on revenue of $471.82 million for the second quarter.

Gross margin declined to 41% from 42%, while adjusted gross margin rose to 45% from 43%.

PAY closed Thursday's regular session down 3.64% at $45. The stock has been trading between $30.25 and $55.89 for the past 52 weeks.


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