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Macromedia Investor Relations Data Sheet


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Financial Year 2005

  Description Q1 Q2 Q3
Total ($Millions) Revenue $103.6 $107.9 $108.6
Revenue by Geography (as % of total revenue) North America 56 57 52
Europe 24 21 29
Asia & Rest of World 20 22 19
Revenue by Market Segment (as % of total revenue) Designer/Developer 82 80 79
Multimedia &Graphics Tools 19 20 20
RIA & Servers 13 12 12
Web Development 50 48 47
Business Users 10 11 14
Consumers 6 8 5
Other 2 1 2
Margins Gross Margin (Pro Forma)* 93 93 93
Operating Margin (Pro Forma)* 17 18 17
Operating Expenses (as % of total revenue) Sales and Marketing (Pro Forma)* 42 42 43
Research and Development (Pro Forma)* 23 23 23
General and Administrative (Pro Forma)* 11 10 10
Earnings Net Income (GAAP) $13.9 $15.5 $15.3
Net Income (Pro Forma)* $14.7 $16.4 $16.0
EBITDA (Pro Forma)* $21 $23 $23
Earnings Per Diluted Share EPS (GAAP) $0.19 $0.21 $0.20
EPS (Pro Forma)* $0.20 $0.22 $0.21
Diluted Weighted Average Shares O/S (M) 74.2 73.5 77.6
Productivity Employees (full-time) 1,282 1,375 1,417
Revenue per Person ($000's, annualized) $323 $314 $307
Efficiency Cash & Investments ($M) $268.4 $285.7 $340.9
Cash & Investments per Diluted Share $3.62 $3.89 $4.39
Days Sales Outstanding (DSO) 41 45 46
Return on Equity* (Annualized) 10 11 10
Reconciliation of Earnings before Interest, Taxes, Depreciation and Amortization (EBITDA) ($M) GAAP operating income/(loss) $16 $18 $20
Add: Depreciation/Amortization 5 5 5
Add: Restructuring charges - -  
Add: IPR&D / Acq./Impairment - - (2)
EBITDA (Pro Forma)*

$21

 

$23

 

$23

Financial Year 2004

  Description Q1 Q2 Q3 Q4 FY
Total ($Millions) Revenue $83.1 $89.9 $94.8 $102.0 $369.8
Revenue by Geography (as % of total revenue) North America 56 60 53 55 56
Europe 23 24 28 27 26
Asia & Rest of World 21 16 19 18 19
Revenue by Market Segment (as % of total revenue) Designer/Developer 87 90 90 88 89
Multimedia &Graphics Tools 20 18 17 20 19
RIA & Servers 15 19 14 13 15
Web Development 52 54 59 55 55
Business Users 3 5 6 9 6
Consumers 8 2 2 1 3
Other 2 2 3 2 2
Margins Gross Margin (Pro Forma)* 91 91 92 92 92
Operating Margin (Pro Forma)* 10 13 16 18 15
Operating Expenses (as % of total revenue) Sales and Marketing (Pro Forma)* 42 42 43 41 42
Research and Development (Pro Forma)* 28 26 22 23 25
General and Administrative (Pro Forma)* 12 10 10 10 10
Earnings Net Income (GAAP) $6.7 $9.8 $10.3 $14.7 $41.5
Net Income (Pro Forma)* $7.1 $10.1 $12.9 $15.7 $45.8
EBITDA (Pro Forma)* $13 $16 $19 $22 $70
Earnings Per Diluted Share EPS (GAAP) $0.10 $0.14 $0.15 $0.20 $0.60
EPS (Pro Forma)* $0.11 $0.14 $0.18 $0.22 $0.66
Diluted Weighted Average Shares O/S (M) 65.5 69.5 70.4 72.0 69.4
Productivity Employees (full-time) 1,088 1,128 1,232 1,213 1,213
Revenue per Person ($000's, annualized) $305 $319 $308 $336 $305
Efficiency Cash & Investments ($M) $243.1 $249.4 $263.1 $282.7 $282.7
Cash & Investments per Diluted Share $3.71 $3.59 $3.74 $3.93 $4.07
Days Sales Outstanding (DSO) 27 35 36 34 38
Return on Equity* (Annualized) 7 9 10 12 8
Reconciliation of Earnings before Interest, Taxes, Depreciation and Amortization (EBITDA) ($M) GAAP operating income/(loss) $8 $11 $13 $18 $50
Add: Depreciation/Amortization 5 5 4 5 19
Add: Restructuring charges - - - - -
Add: IPR&D / Acq./Impairment - - 2 - 2
EBITDA (Pro Forma)* $13 $16 $19 $22 $70

Financial Year 2003

  Description Q1 Q2 Q3 Q4 FY
Total ($Millions) Revenue $84.3 $85.9 $83.2 $83.6 $336.9
Revenue by Geography (as % of total revenue) North America 64 62 53 54 58
Europe 24 22 32 27 26
Asia & Rest of World 12 15 15 19 16
Revenue by Market Segment (as % of total revenue) Designer/Developer 94 95 96 92 94
Multimedia &Graphics Tools 21 18 19 23 20
RIA & Servers 14 19 16 16 16
Web Development 59 58 61 53 58
Business Users 0 0 1 2 1
Consumers 0 1 0 1 1
Other 6 4 3 4 4
Margins Gross Margin (Pro Forma)* 87 91 90 90 89
Operating Margin (Pro Forma)* -1 10 12 11 8
Operating Expenses (as % of total revenue) Sales and Marketing (Pro Forma)* 44 41 43 44 43
Research and Development (Pro Forma)* 31 28 25 26 27
General and Administrative (Pro Forma)* 13 11 9 10 11
Earnings Net Income (GAAP) $(2.0) $(11.7) $8.3 $6.9 $1.6
Net Income (Pro Forma)* $0.1 $7.8 $8.6 $8.4 $24.8
EBITDA (Pro Forma)* $3 $15 $14 $15 $48
Earnings Per Diluted Share EPS (GAAP) $(0.03) $(0.19) $0.14 $0.11 $0.03
EPS (Pro Forma)* $- $0.13 $0.14 $0.13 $0.40
Diluted Weighted Average Shares O/S (M) 62.9 60.2 61.4 62.5 61.2
Productivity Employees (full-time) 1,184 1,146 1,095 1,085 1,085
Revenue per Person ($000's, annualized) $285 $300 $304 $308 $311
Efficiency Cash & Investments ($M) $169.2 $193.7 $207.4 $215.6 $215.6
Cash & Investments per Diluted Share $2.69 $3.22 $3.38 $3.45 $3.52
Days Sales Outstanding (DSO) 41 20 29 30 30
Return on Equity* (Annualized) 0 8 9 8 6
Reconciliation of Earnings before Interest, Taxes, Depreciation and Amortization (EBITDA) ($M) GAAP operating income/(loss) $(5) $(12) $9 $9 $2
Add: Depreciation/Amortization 8 10 5 6 28
Add: Restructuring charges - - - - -
Add: IPR&D / Acq./Impairment - 17 - - 18
EBITDA (Pro Forma)* $3 $15 $14 $15 $48

Financial Year 2002

  Description Q2 Q3 Q4 FY
Total ($Millions) Revenue $87.5 $73.7 $76.3 $326.5
Revenue by Geography (as % of total revenue) North America 62 58 57 60
Europe 22 26 26 24
Asia & Rest of World 17 16 17 16
Revenue by Market Segment (as % of total revenue) Designer/Developer 91 93 92 92
Multimedia &Graphics Tools 31 28 25 20
RIA & Servers 18 19 16 16
Web Development 42 46 51 58
Business Users 0 0 0 0
Consumers 1 1 0 1
Other 8 6 8 7
Margins Gross Margin (Pro Forma)* 88 84 86 87
Operating Margin (Pro Forma)* -7 -18 -11 -13
Operating Expenses (as % of total revenue) Sales and Marketing (Pro Forma)* 52 53 49 52
Research and Development (Pro Forma)* 31 36 34 34
General and Administrative (Pro Forma)* 11 14 14 13
Earnings Net Income (GAAP) $(70.7) $(42.9) $(83.4) $(308.8)
Net Income (Pro Forma)* $(3.3) $(10.0) $(6.1) $(28.1)
EBITDA (Pro Forma)* $4 $(6) $(2) $(5)
Earnings Per Diluted Share EPS (GAAP) $(1.22) $(0.74) $(1.42) $(5.31)
EPS (Pro Forma)* $(0.06) $(0.17) $(0.10) $(0.48)
Diluted Weighted Average Shares O/S (M) 57.9 58.4 58.9 58.2
Productivity Employees (full-time) 1,381 1,339 1,216 1,216
Revenue per Person ($000's, annualized) $253 $220 $251 $269
Efficiency Cash & Investments ($M) $160.1 $166.0 $162.0 $162.0
Cash & Investments per Diluted Share $2.76 $2.84 $2.75 $2.78
Days Sales Outstanding (DSO) 28 26 29 29
Return on Equity* (Annualized) -3 -9 -6 -7
Reconciliation of Earnings before Interest, Taxes, Depreciation and Amortization (EBITDA) ($M) GAAP operating income/(loss) $(34) $(42) $(80) $(239)
Add: Depreciation/Amortization 39 36 36 152
Add: Restructuring charges - - 42 82
Add: IPR&D / Acq./Impairment - - - -
EBITDA (Pro Forma)* $4 $(6) $(2) $(5)

* Excludes restructuring charges, amortization and impairments of acquired developed technology, amortization and impairments of intangible assets, litigation settlements, gains and losses on investments, gain on sale of acquired technology, write-off of acquired in-process research and development, loss on equity affiliates and non-cash charges for stock compensation.