Q4 Earnings: EDS (UGS PLM Solutions)
Prior to yesterday's big news, EDS reported a Q4 net loss of US$354 million, a massive reversal from a year ago, when it made a profit of $360 million. The loss was due to a write-off of $559 million for the glitch-ridden US Navy intranet contract, the revenue from which will be half as much as EDS expected -- $900 million a year, instead of $1.9 billion. Sales to General Motors fell 14%, and revenue from new contracts fell in half to $4.3 billion. The company expects its profits for 2004 to fall by half.
EDS公司第四季度亏损3.54亿美元。
One analyst said, "We think negatives outweigh the positives. The real hope for upside is now 2006 instead of 2005." Moody's Investors Service may cut its rating on EDS to "junk," which increases the interest EDS pays on $5.8 billion of debt. It also triggers clauses in some customer contracts, where EDS would have to prove it could still carry out the terms of the contracts.
默利投资评价公司准备把对EDS的评级调整为“垃圾”股。呵呵。
In more positive news, Q4 revenue was $5.76 billion, up 8% from a year ago. Revenue from the UGS PLM Solutions division were up 8% to $248 million, and its profit increased by 49% to $56 million.
Q4 Earnings: Dassault Systemes
"None of our competitors matched our performance." Dassault Systems was pleased to announced that Q4 sales rose to e227.8 million, but annual revenues 2.5% fell to e754.8 million over a year earlier. (For 2004, the company hopes to make e765 million.) Net profit rose 12.4% to e57.8 million. The company would have done better, had not the Euro strengthened against the US dollar. While sales were up 2%, they would have been up 8% without the exchange rate fluctuation.
道森公司第四季度销售收入2.3亿欧元，年销售收入降为了2.5%达7.55亿欧元。净利润上升12.4%达5千8百万美元。
Some 10,493 CATIA seats and "a record" 7,068 new SolidWorks seats were licensed during the quarter.
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