Red Hat Reports First Quarter Results

Jun 25, 2008

Revenue of $156.6 Million, up 32% Year-over-Year
  • Operating Income Increased 33% Year-over-Year
  • Operating Cash Flow Increased by 60% Year-over-Year
  • RALEIGH, N.C.--(BUSINESS WIRE)--June 25, 2008--Red Hat, Inc. (NYSE: RHT), the world's leading provider of open source solutions, today announced financial results for its fiscal year 2009 first quarter ended May 31, 2008.

    The first quarter was a solid start to the fiscal year, stated Jim Whitehurst, President and Chief Executive Officer of Red Hat. With our recognized value advantage and award winning technology solutions, we continued to see top enterprise customers expand Red Hat deployments and new customers migrate to our solutions.

    Total revenue for the quarter was $156.6 million, an increase of 32% from the year ago quarter and 11% from the prior quarter. Subscription revenue for the quarter was $130.7 million, up 27% year-over-year and 7% sequentially.

    Net income for the quarter was $17.3 million, or $0.08 per diluted share, compared with $16.2 million, or $0.08 per diluted share, in the year ago quarter. Non-GAAP adjusted net income for the quarter was $37.0 million, or $0.18 per diluted share, after adjusting for stock compensation and tax expense as detailed in the tables below. This compares to non-GAAP adjusted net income of $33.7 million, or $0.16 per diluted share in the year ago quarter.

    Operating cash flow totaled $63.4 million, compared to $39.7 million from the year ago quarter and $54.5 million from the prior quarter. At quarter end, the company's total deferred revenue balance was $491.8 million, an increase of 36% on a year-over-year basis and 4% sequentially. Total cash, cash equivalents and investments as of May 31, 2008 were $1.35 billion.

    Other highlights include the following:

    • Red Hat launched major releases of its flagship products; Red Hat Network Satellite 5.1, Red Hat Enterprise Linux 5.2, and JBoss Operations Network 2.0. Also Red Hat released Fedora 9 to the open source community.
    • Red Hat's middleware business continued to gain momentum in the quarter. JBoss middleware solutions were positioned in the Leadership quadrant of Gartner Inc.'s Magic Quadrant for Enterprise Application Servers for a third consecutive year. JBoss also received high marks in a survey of application development professionals published by Forrester Research on April 25, 2008 Application Server Quality: Review Your Assumptions.
    • Red Hat was named the #1 IT vendor in Japan by IT workers surveyed in the Nikkei Access' April 2008 study for the second consecutive year.
    • Our execution this quarter enabled us to deliver a combination of strong revenue, operating income and cash flow growth, stated Charlie Peters, Executive Vice President and Chief Financial Officer of Red Hat. We achieved these results while continuing to invest in our infrastructure and technologies to enable future growth.

      Additional information on Red Hat's reported results, including a reconciliation of the non-GAAP adjusted results, are included in the financial tables below. A live webcast of Red Hat's results will begin at 5:00 pm ET today and can be accessed by the general public at Red Hat's investor relations website at http://investors.redhat.com. A replay of the webcast will be available shortly after the live event will have ended.

      About Red Hat, Inc.

      Red Hat, the world's leading open source solutions provider, is headquartered in Raleigh, NC with over 55 offices spanning the globe. CIOs have ranked Red Hat first for value in Enterprise Software for four consecutive years in the CIO Insight Magazine Vendor Value survey. Red Hat provides high-quality, affordable technology with its operating system platform, Red Hat Enterprise Linux, together with applications, management and Services Oriented Architecture (SOA) solutions, including the JBoss Enterprise Middleware Suite. Red Hat also offers support, training and consulting services to its customers worldwide. Learn more: www.redhat.com.

      Forward-Looking Statements

      Certain statements contained in this press release may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements provide current expectations of future events based on certain assumptions and include any statement that does not directly relate to any historical or current fact. Actual results may differ materially from those indicated by such forward-looking statements as a result of various important factors, including: risks related to the integration of acquisitions; the ability of the Company to effectively compete; the inability to adequately protect Company intellectual property and the potential for infringement or breach of license claims of or relating to third party intellectual property; risks related to data and information security vulnerabilities; ineffective management of, and control over, the Company's growth and international operations; adverse results in litigation; and changes in and a dependence on key personnel, as well as other factors contained in our most recent Annual Report on Form 10-K (copies of which may be accessed through the Securities and Exchange Commission's website at http://www.sec.gov), including those found therein under the captions Risk Factors and Management's Discussion and Analysis of Financial Condition and Results of Operations. In addition to these factors, actual future performance, outcomes, and results may differ materially because of more general factors including (without limitation) general industry and market conditions and growth rates, economic conditions, and governmental and public policy changes. The forward-looking statements included in this press release represent the Company's views as of the date of this press release and these views could change. However, while the Company may elect to update these forward-looking statements at some point in the future, the Company specifically disclaims any obligation to do so. These forward-looking statements should not be relied upon as representing the Company's views as of any date subsequent to the date of the press release.

      LINUX is a trademark of Linus Torvalds. RED HAT and JBOSS are registered trademarks of Red Hat, Inc. and its subsidiaries in the US and other countries.

                                  RED HAT, INC.
                      CONSOLIDATED STATEMENTS OF OPERATIONS
                                   (Unaudited)
                    (In thousands - except per share amounts)
      
      
                                                         Three Months Ended
                                                         -------------------
                                                          May 31,   May 31,
                                                           2008      2007
                                                         --------- ---------
      Revenue:
      
         Subscriptions                                   $130,694  $103,045
         Training and services                             25,941    15,828
                                                         --------- ---------
      
      
            Total subscription, training and services
             revenue                                      156,635   118,873
                                                         --------- ---------
      
         Cost of revenue:
      
         Subscriptions                                      8,957     7,601
         Training and services                             17,472    10,663
                                                         --------- ---------
      
      
            Total cost of subscription, training and
             services revenue                              26,429    18,264
                                                         --------- ---------
      
      
      Total gross profit                                  130,206   100,609
      
      Operating expense:
         Sales and marketing                               59,271    46,209
         Research and development                          28,911    21,787
         General and administrative                        22,114    17,661
                                                         --------- ---------
      
            Total operating expense                       110,296    85,657
                                                         --------- ---------
      
      Income from operations                               19,910    14,952
      Other income, net                                    10,020    13,578
      Interest expense                                     (1,586)   (1,495)
                                                         --------- ---------
      
      Income before provision for income taxes             28,344    27,035
      Provision for income taxes                           11,054    10,814
                                                         --------- ---------
      
      Net income                                         $ 17,290  $ 16,221
                                                         ========= =========
      
      Net income-diluted                                 $ 18,184  $ 17,100
                                                         ========= =========
      
      Net income per share:
         Basic                                           $   0.09  $   0.08
         Diluted                                         $   0.08  $   0.08
      
      Weighted average shares outstanding:
         Basic                                            190,779   193,082
         Diluted                                          218,853   221,407
      
      Diluted net income per share computation:
      GAAP Net income, basic                             $ 17,290  $ 16,221
      Interest expense on convertible debentures, net of
       related GAAP tax effects                               435       428
      Amortization of debt issuance costs, net of related
       GAAP tax effects                                       459       451
                                                         --------- ---------
      
      GAAP Net income, diluted                           $ 18,184  $ 17,100
                                                         ========= =========
      
                                  RED HAT, INC.
                           CONSOLIDATED BALANCE SHEETS
                                  (In thousands)
      
                                      ASSETS
                                                      May 31,   February 29,
                                                       2008         2008
                                                    ----------- ------------
                                                    (Unaudited)
      Current assets:
         Cash and cash equivalents                  $  610,540   $  677,720
         Investments in debt securities                285,535      312,442
         Accounts receivable, net                      114,975      127,002
         Prepaid expenses and other current assets      85,708       75,192
                                                    ----------- ------------
      
             Total current assets                    1,096,758    1,192,356
      
         Property and equipment, net                    73,341       68,557
         Goodwill                                      358,335      340,314
         Identifiable intangibles, net                 112,832       93,823
         Investments in debt securities                453,073      341,781
         Other assets, net                              43,007       43,151
                                                    ----------- ------------
      
             Total assets                           $2,137,346   $2,079,982
                                                    =========== ============
      
                       LIABILITIES AND STOCKHOLDERS' EQUITY
      Current liabilities:
         Accounts payable                           $   11,932   $   17,341
         Accrued expenses                               46,993       43,260
         Deferred revenue                              351,242      339,088
         Convertible debentures                        570,000      570,000
         Other current obligations                       1,001           59
                                                    ----------- ------------
      
             Total current liabilities                 981,168      969,748
      
         Deferred lease credits                          4,844        4,977
         Long term deferred revenue                    140,582      133,805
         Other long term obligations                    19,359       20,261
         Convertible debentures                              -            -
      Stockholders' equity:
         Common stock                                       21           21
         Additional paid-in capital                  1,208,585    1,170,328
         Accumulated deficit                           (10,912)     (28,202)
         Treasury stock, at cost                      (202,093)    (192,946)
         Accumulated other comprehensive income
          (loss)                                        (4,208)       1,990
                                                    ----------- ------------
      
             Total stockholders' equity                991,393      951,191
                                                    ----------- ------------
      
             Total liabilities and stockholders'
              equity                                $2,137,346   $2,079,982
                                                    =========== ============
      
      
                                  RED HAT, INC.
                      CONSOLIDATED STATEMENTS OF CASH FLOWS
                                   (Unaudited)
                                  (In thousands)
      
      
                                                        Three Months Ended
                                                       ---------------------
                                                        May 31,    May 31,
                                                          2008       2007
                                                       ---------- ----------
      
      Cash flows from operating activities:
      Net income                                       $  17,290  $  16,221
      Adjustments to reconcile net income to net cash
       provided by operating activities:
         Depreciation and amortization                     9,097      7,234
         Deferred income taxes                             8,767      8,330
         Share-based compensation expense                 10,561      8,386
         Excess tax benefits from share-based payment
          arrangements                                    (8,967)   (12,610)
         Provision for doubtful accounts                    (151)       582
         Amortization of debt issuance costs                 752        752
         Other                                               (40)         -
      Changes in operating assets and liabilities net
       of effects of acquisitions:
         Accounts receivable and earnings in excess of
          billings                                        19,320     (3,917)
         Prepaid expenses and other current assets        (5,003)      (738)
         Accounts payable                                 (5,570)    (4,223)
         Accrued expenses                                  1,986     (1,764)
         Deferred revenue                                 15,454     21,564
         Other assets                                       (134)       (92)
                                                        --------   --------
      
         Net cash provided by operating activities        63,362     39,725
                                                       ---------- ----------
      
      Cash flows from investing activities:
         Purchase of investment securities              (305,646)  (341,175)
         Proceeds from sales and maturities of
          investment securities                          216,534    215,480
         Acquisitions of businesses, net of cash
          acquired                                       (43,750)   (11,784)
         Purchase of property and equipment               (9,522)    (6,407)
         Purchase of developed software and other
          intangible assets                               (1,615)    (3,488)
                                                       ---------- ----------
      
         Net cash used in investing activities          (143,999)  (147,374)
                                                       ---------- ----------
      
      Cash flows from financing activities:
         Excess tax benefits from share-based payment
          arrangements                                     8,967     12,610
         Proceeds from exercise of common stock
          options                                         11,447      3,074
         Purchase of treasury stock                       (9,147)         -
         Structured stock repurchase                       1,989          -
         Other borrowings, net                                43      2,232
                                                       ---------- ----------
      
         Net cash provided by financing activities        13,299     17,916
                                                       ---------- ----------
      
      Effect of foreign currency exchange rates on
       cash and cash equivalents                             158       (122)
      Net decrease in cash and cash equivalents          (67,180)   (89,855)
      Cash and cash equivalents at beginning of the
       period                                            677,720    527,239
                                                       ---------- ----------
      
      Cash and cash equivalents at end of period       $ 610,540  $ 437,384
                                                       ========== ==========
      
                                  RED HAT, INC.
      NON CASH SHARE-BASED COMPENSATION AND RECONCILIATION OF GAAP RESULTS
                           TO NON-GAAP ADJUSTED RESULTS
                                   (Unaudited)
                    (In thousands - except per share amounts)
      
      
      Non cash share-based compensation expense
       included in Consolidated Statements of
       Operations:
      
                                                          Three Months Ended
                                                          ------------------
                                                           May 31,   May 31,
                                                               2008    2007
                                                          ------------------
      
      Cost of revenue                                        $   681 $   582
      Sales and marketing                                      3,996   2,514
      Research and development                                 2,508   2,125
      General and administration                               3,376   3,165
                                                          ---------- -------
      Total stock based compensation expense                 $10,561 $ 8,386
                                                          ========== =======
      
      
      
      
      Reconciliation of GAAP results to non-GAAP
       adjusted results
      
                                                          Three Months Ended
                                                          ------------------
                                                           May 31,   May 31,
                                                               2008    2007
                                                          ------------------
      
      GAAP net income                                        $17,290 $16,221
      
      GAAP provision for income taxes                         11,054  10,814
                                                              ------  ------
      
      GAAP income before provision for income taxes          $28,344 $27,035
      
      Add: Non-cash share-based compensation expense
       per FAS 123R                                           10,561   8,386
                                                              ------  ------
      
      Non-GAAP adjusted income before provision for
       income taxes                                          $38,905 $35,421
      
      Non-GAAP cash provision for income taxes               $ 1,945 $ 1,771
                                                          ---------- -------
      
      Non-GAAP adjusted net income                           $36,960 $33,650
                                                          ========== =======
      
      Non-GAAP adjusted net income-diluted                   $38,352 $35,042
                                                          ========== =======
      
      Non-GAAP adjusted net income per share:
          Basic                                              $  0.19 $  0.17
          Diluted                                            $  0.18 $  0.16
      
      
      Non-GAAP diluted net income per share
       computation:
      Non-GAAP adjusted net income                           $36,960 $33,650
      Interest expense on convertible debentures, net
       of related 5% cash tax effects                            677     677
      Amortization of debt issuance costs, net of
       related 5% cash tax effects                               715     715
                                                              ------  ------
      
      Non-GAAP adjusted net income-diluted                   $38,352 $35,042
                                                          ========== =======
      
                                  RED HAT, INC.
           RECONCILIATION OF GAAP RESULTS TO NON-GAAP ADJUSTED RESULTS
                                   (Unaudited)
                    (In thousands - except per share amounts)
      
      
      
      Reconciliation of GAAP results to non-GAAP adjusted
       results
      
                                                         Three Months Ended
                                                         -------------------
                                                          May 31,   May 31,
                                                           2008      2007
                                                         --------- ---------
      
      GAAP Gross profit                                  $130,206  $100,609
      
      Add: Non-cash share-based compensation expense per
       FAS 123R                                               681       582
                                                         --------- ---------
      
      Non-GAAP gross profit                              $130,887  $101,191
                                                         --------- ---------
      
      Non-GAAP gross margin                                    84%       85%
      
      
                                                         Three Months Ended
                                                         -------------------
                                                          May 31,   May 31,
                                                           2008      2007
                                                         --------- ---------
      
      GAAP operating expenses                            $110,296  $ 85,657
      
      Deduct: Non-cash share-based compensation expense
       per FAS 123R                                        (9,880)   (7,804)
                                                         --------- ---------
      
      Non-GAAP adjusted operating expenses               $100,416  $ 77,853
                                                         --------- ---------
      
      
                                                         Three Months Ended
                                                         -------------------
                                                          May 31,   May 31,
                                                           2008      2007
                                                         --------- ---------
      
      GAAP operating income                              $ 19,910  $ 14,952
      
      Add: Non-cash share-based compensation expense per
       FAS 123R                                            10,561     8,386
                                                         --------- ---------
      
      Non-GAAP adjusted operating income                 $ 30,471  $ 23,338
                                                         --------- ---------
      
      Non-GAAP adjusted operating margin                     19.5%     19.6%
      

      CONTACT: Red Hat
      Corporate Communications:
      Kerrin Catallozzi, 919-754-4268
      kcatallo@redhat.com
      or
      Investor Relations:
      Tom McCallum, 919-754-4630
      investors@redhat.com
      SOURCE: Red Hat, Inc.