October 28, 2005

Siebel Systems reported $347.9 million in revenue for Q3 2005, up from $317 million for Q3 2004. Revenues for the nine-month period ending September 30, 2005, were $960 million, compared to $947 million for the same period last year. Maintenance revenues were $124.8 million, and services and other revenues were $110.9 million. "Siebel Systems' third quarter results reflect progress against the goals we established six months ago to improve our revenue-generation capability, better align our cost structure with the scale of our business, and invest in the products and technology that will keep Siebel at the forefront of the CRM industry," CEO George Shaheen said in a written statement. "Our improved performance also reflects customer confidence in the future of Siebel CRM following the proposed Oracle transaction. We met or exceeded our revenue guidance, achieved year-over-year revenue growth across the board, and exceeded our goals in all geographic regions." The company concluded software licensing agreements with 74 new customers and 244 existing customers in the third quarter. Customer Business Analytics accounted for $30 million in license revenue, up 68 percent sequentially and 10 percent year over year. Siebel CRM OnDemand total contract value grew 49 percent year over year to $11.3 million. With the addition of approximately 5,000 new users in the third quarter, total subscribers increased 12 percent quarter over quarter, bringing the total to approximately 44,300 users. Amdocs reported its preliminary results for the fourth quarter of fiscal 2005, which ended Sepember 30, 2005. The company expects to report revenue of approximately $573 million. Diluted earnings per share for the quarter are expected to slightly exceed guidance of $0.38, excluding acquisition-related costs and other charges net of related tax effects. "We achieved several important milestones in the fourth quarter," said Don Baharav, CEO of Amdocs Management Limited, in a written statement. "Our acquisitions of DST Innovis and Longshine strengthened Amdocs strategically and the integration of these businesses is proceeding according to plan."
Apropos Technology reported revenues of $4.1 million for the third quarter of 2005, compared to $5 million for the third quarter of 2004. Revenues for the nine months ending Sepember. 30, 2005, decreased to $12.7 million, down from $15.1 million for the same period last year. On Sepember 26, 2005, the company entered into an agreement and plan of merger with Syntellect and Amelia Acquisition pursuant to which it will become a wholly owned subsidiary of Syntellect, which is a wholly owned subsidiary of Enghouse Systems Limited. In the merger Apropos shareholders will receive $2.76 per share in cash. Avaya reported income from continuing operations of $660 million, or $1.36 per diluted share for the fourth fiscal quarter of 2005. The company's revenues increased to $1.29 billion, compared to $1.07 billion in the fourth quarter of 2004, due to acquisitions. "We ended our fifth year as an independent company with a solid performance in the fourth quarter," said Don Peterson, chairman and CEO, in a written statement. "Revenue grew sequentially in all regions, particularly in the United States. We maintained our cost and expense discipline, and as a result, we improved profitability and increased operating cash flow sequentially. We've broadened our portfolio of offers and strengthened our market position." Harte-Hanks reported third quarter 2005 revenues of $281.7 million (a 7.3 percent increase over the same period last year), and diluted earnings per share of $0.34, a 17.2 percent increase from the third quarter of 2005. "Direct marketing had another strong quarter of delivering profit growth. We have made real progress on our goal of improving the profitability of our direct marketing business," CEO Richard Hochhauser said in a written statement. "Four of our five vertical markets had year-over-year growth. After delivering mid-teens to 20 percent year-over-year revenue growth in each of the previous two years' third quarters, our high-tech/telecom vertical market showed a high single-digit revenue decline, and we would expect this trend to continue over the next couple of quarters as we cycle against this strong multiyear growth." Interactive Intelligence reported total revenues of $15.2 million for the quarter ending Sepember 30, 2005, an increase of 13 percent from the same period last year. Product revenues increased 18 percent to $7.8 million and services revenues increased 9 percent to $7.4 million. "Orders in the quarter were up sharply from the same period last year. This activity drove an increase in new revenues that enabled us to record our seventh consecutive quarter of profitability," said Donald Brown, president and CEO, in a written statement. "We have good momentum across all product lines, received positive outlooks from our major resellers at our partner conference, have some very innovative product releases nearing completion, and continue to see an increasing number or wins over major competitors." NCR reported revenue of $1.5 billion for the quarter ending September 30, 2005, a 3 percent increase over the third quarter of last year benefited by 1 percentage point from currency fluctuations. Teradata Data Warehousing delivered a 16 percent revenue growth, financial self-service generated a 17 percent operating margin, and customer services operating margin improved by 4 percentage points. Open Solutions reported third quarter 2005 revenues of $49.2 million, a 74 percent increase from the third quarter of 2004. Revenues for the nine months ending Sept. 30, 2005, increased 88 percent to $134 million, from $71.1 million for the same period last year. "We saw strong demand for our products ....[and] achieved an important milestone by signing our first international reseller, R Systems," said Louis Hernandez, CEO and chairman, in a written statement. Since the quarter ended, the company also signed a letter of intent with Celero Solutions in Canada and Client Services International in China. "We continue to see strong sales growth domestically, and believe that increased demand for our products outside of the United States will be an added driver in 2006 as we seek to expand our business internationally." Related articles: Siebel Reveals Its Next-Gen Approach Everybody in the (Speech Enablement) Pool Avaya's CEO explains in his keynote at SpeechTEK 2005 the growing popularity of IP telephony
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