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Autodesk (ADSK) Shares Sink After 2Q Miss, Downbeat Guidance

 August 23, 2012 04:35 PM
 

(By Balaseshan) Autodesk Inc. (NASDAQ:ADSK) reported a 9.3% decline in quarterly earnings due to higher costs and expenses. Results missed Street's expectations. Further, the company guided third quarter below consensus, sending its shares down 21.31% in aftermarket.

Earnings for the second quarter were $64.6 million or $0.28 per share, down from $71.2 million or $0.30 per share last year. Adjusted earnings per share (EPS) rose to $0.48 from $0.44.

Revenue increased 4.1% to $568.7 million. Deferred revenue at the end of the second quarter was a record high of $752 million, an increase of 17% from last year.

Analysts, on average, polled by Thomson Reuters had expected a profit of $0.49 per share on revenue of $593.40 million for the second quarter.

EMEA revenue declined 1% to $210 million, while revenue in the Americas rose 4% to $199 million. Revenue in Asia Pacific grew 12% to $161 million, while revenue from emerging economies remained flat at $88 million.

Revenue from the Platform Solutions and Emerging Business segment grew 10% to $218 million, while revenue from the AEC business segment rose 2% to $161 million. Revenue from the Manufacturing business segment increased 4% to $141 million, while revenue from the Media and Entertainment business segment fell 10% to $49 million.

Looking ahead into the third quarter, the company expects adjusted EPS of $0.40 to $0.45 and revenue of $550 million to $570 million, while Street predicts EPS of $0.50 on revenue of $601.24 million.

For the fiscal 2013, the company lowered revenue growth guidance to range of 4% to 6% from previous forecast of at least 10%, while Street analysts predict revenue growth of 9.70%.

Additionally, the company shared plans for a restructuring related to executing on the company's strategy including its continuing shift to cloud and mobile computing. While Autodesk is reducing its overall staffing levels in the near-term, the company will continue to invest in key development areas. It also plans to consolidate certain leased facilities.

The company anticipates taking a pre-tax charge of $50 million to $60 million in connection with the restructuring. About $40 million to $45 million of the pre-tax charges will be taken in the third quarter of fiscal 2013. Most of the balance charge will be taken in the fourth quarter of fiscal 2013.

Separately, in response to the company's second quarter performance, the uneven economic environment, and outlook for the rest of the year, Autodesk is implementing further spend management measures, such as reducing non-sales related travel and the number of its contractors.

The company expects the combined restructuring and cost savings initiatives, partially offset by planned investments, will result in pre-tax spend increasing in the second half of fiscal 2013 by between 7% and 11% on a GAAP basis and ranging between negative 2% and positive 2% on a non-GAAP basis.

ADSK closed Thursday's regular session up 0.62% at $35.71. The stock has been trading between $24.63 and $42.69 for the past 52 weeks.


Rich
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