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Nuance Communications (NUAN) Message Board

  • hooveredbyndavis hooveredbyndavis Nov 20, 2012 10:01 PM Flag

    Revenue Growth

     

    Ricci estimated the recent buys of Quantim and JATA would add $100m in 2013 rev. or approx. 1/5 their cost estimated at $550m.

    Kcert wrote:

    "From CC transcript, organic revenues grew around 5% last year, and mgmt has projected 13% organic growth this year. So revenues from companies bought contributed 23% to the total of 28% revenue growth in 2012, and are forecast to be a lower percentage next year."

    Results:
    "Nuance reported non-GAAP revenue of $1,738.1 million, which includes $86.6 million in revenue lost to accounting treatment in conjunction with acquisitions. Fiscal 2012 non-GAAP revenue grew 24.7% over non-GAAP revenue of $1,393.9 million in fiscal 2011.
    -----
    So,
    Rev. grew by approx. $345m of which 23% could be attributable to acquisitions made in 2011?
    Call it $85m?
    ----
    Cost of 2011 acquisitions

    Equitrac--- Stated at $157m
    SVOX----Unknown ( Loquendo cost 53m , guessing same for SVOX)
    WEBMDX---- Unknown (Has contracts with over 100 hospitals)
    Loquendo---- 53m
    SWype------100m
    Vlingo---- Unknown

    My best guess at the six 2011 acquisitions was approx. a minimum of $500m.

    Again, it's falling around 5X rev. paid for the NUAN acquisitions.
    Just trying to get an idea of the parameters Ricci is using for this "roll up'.

    This topic is deleted.
 
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