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