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Eigenlijk geen onbekende, want iedereeen die een digipas gebruikt om bij zijn bank in te loggen is aan dit bedrijf schatplichtig.
Dit maar om te vermelden dat vandaag de koers op dit moment $ 8,72 +28,99% aanduidt.
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Nooit om een sensationele kop verlegen. Dat weten we. En toen...ging de beurs open in Amerika.
This space has seen a lot of M&A activity as both strategic buyers and private equity firms have gobbled up comparable companies. In the past five years, 12 of the companies listed as peers in the "Competition" section of VDSI's annual reports have been acquired. The median deal has been done at 2.7x revenue and 15.8x EBITDA which would equate to a VDSI take-out value of $13.75 and $16.20 per share respectively (assuming FY 2014 guidance).
We believe it's simply a matter of "when" and not "if" VDSI gets acquired. Ken Hunt, the Chairman and CEO, owns more than 9m shares or 23% of the company so at some point he will look to monetize his stake. We believe this day may be closer than many expect as Mr. Hunt is over 70 years old and, at some point, will want to pursue other endeavors."
bron:http://seekingalpha.com/article/2143713 ... l-dividend
Het aandeel klom vrijdag tot $11.17 d.i. plus 18.96%
VASCO Reports Results for Second Quarter and First Six Months of 2014
Revenue from continuing operations for the second quarter of 2014 was $47.7 million, an increase of 28% compared to the second quarter of 2013; Operating income from continuing operations for the second quarter of 2014 was $7.6 million, an increase of 297% compared to the second quarter of 2013. Full-year 2014 guidance increased for revenue and operating margin. Financial results for the period ended June 30, 2014 and guidance for full-year 2014 to be discussed on conference call today at 10:00 a.m. E.D.T.
OAKBROOK TERRACE, IL, and ZURICH, Switzerland, July 24, 2014 - VASCO Data Security International, Inc. (NASDAQ: VDSI), today reported financial results for the second quarter and six months ended June 30, 2014.
Revenue from continuing operations for the second quarter of 2014 increased 28% to $47.7 million from $37.3 million in the second quarter of 2013, and for the first six months of 2014, increased 19% to $86.5 million from $72.6 million for the first six months of 2013.
Net income from continuing operations for the second quarter of 2014 was $6.9 million, or $0.17 per diluted share, an increase of $5.0 million, or 263%, from $1.9 million, or $0.05 per diluted share, for the second quarter of 2013. Net income from continuing operations for the first six months of 2014 was $10.4 million, or $0.26 per diluted share, an increase of $6.1 million, or 142%, from $4.3 million, or $0.11 per diluted share, for the comparable period in 2013.
Net income, which includes the impact of our discontinued operations, for the second quarter of 2014 was $6.9 million, or $0.17 per diluted share, an increase of $5.1 million, or 283%, from $1.8 million, or $0.05 per diluted share, for the second quarter of 2013. Net income for the first six months of 2014 was $10.4 million, or $0.26 per diluted share, an increase of $5.8 million, or 126%, from $4.6 million, or $0.12 per diluted share, for the comparable period in 2013.
Other Financial Highlights
*Gross profit from continuing operations was $31.0 million, or 65% of revenue, for the second quarter of 2014 and $56.8 million, or 66% of revenue, for the first six months of 2014. Gross profit was $23.9 million, or 64% of revenue, for the second quarter of 2013 and $47.0 million, or 65% of revenue the first six months of 2013.
*Operating expenses from continuing operations for the second quarter and first six months of 2014 were $23.4 million and $45.3 million, respectively, an increase of 6% and 7% from $22.0 million and $42.3 million reported for the second quarter of 2013 and first six months of 2013, respectively.
*Operating income from continuing operations for the second quarter and first six months of 2014 was $7.6 million and $11.5 million, respectively, an increase of $5.7 million, or 300%, from $1.9 million reported for the second quarter of 2013 and an increase of $6.9 million, or 150%, from $4.6 million reported for the first six months of 2013. Operating income as a percentage of revenue for the second quarter and first six months of 2014 was 16% and 13%, respectively, compared to 5% and 6% for the comparable periods in 2013.
*Earnings before interest, taxes, depreciation and amortization (EBITDA) from continuing operations was $9.5 million and $15.4 million for the second quarter and first six months of 2014, respectively, an increase of 191% from $3.3 million reported for the second quarter of 2013 and an increase of 120% from $7.0 million reported for the first six months of 2013.
*Cash balances at June 30, 2014 totaled $123.3 million compared to $109.5 million and $98.6 million at March 31, 2014 and December 31, 2013, respectively. There were no bank borrowings at any of the periods ended June 30, 2014, March 31, 2014 or December 31, 2013.
Operational and Other Highlights
*VASCO announced its acquisition of Risk IDS Ltd., a provider of risk-based authentication solutions to the global banking community.
*VASCO joined the FIDO (Fast Identity Online) Alliance, an industry consortium delivering standards for simpler, stronger authentication during online transactions.
*PointClickCare Selected VASCO to enhance security and convenience for its health care providers. PointClickCare is a leading provider of cloud-based software for the senior care industry.
Guidance for full-year 2014
VASCO is increasing its guidance for revenue and operating margins for the full-year 2014 as follows:
*Revenue from our traditional business, which excludes our new service product offerings (DIGIPASS as a Service and MYDIGIPASS.COM), is expected to be in the range of $175 million to $180 million, an increase from the range communicated previously of $168 million to $172 million, and
*Operating income as a percentage of revenue, excluding the amortization of purchased intangible assets, is projected to be in the range of 13% to 15%, an increase from the range communicated previously of 11% to 13%.
“We are very pleased with the results of the second quarter and first six months of 2014,” stated T. Kendall Hunt, Chairman & CEO. “Through the first six months of the year, our intake of new orders for our traditional products as well as our new products using the Cronto technology remained strong. The strength of both our intake of new orders and our pipeline of prospective orders has given us the confidence to increase our guidance for both full-year revenues and operating margins. We were also very pleased to expand our authentication technology portfolio with the acquisition of Risk IDS, a risk-based authentication solution. While Risk IDS is small, it gives us an important base upon which we can invest and build our own contextual authentication solutions.”
"The results for the second quarter and first six months of 2014 reflected improvements in our business in a number of areas when compared to the same periods in 2013," said Jan Valcke, VASCO's President and COO. "For the second quarter and first six months of 2014, revenues from both the Banking and Enterprise Security markets increased, our operating margins improved, which reflects the leverage we have in our operating model, and revenues from our non-hardware products, which includes our mobile client and host-system products, increased. I believe that the investments we made in previous periods in our products, whether through acquisition or internal development are generating strong returns. I also believe that the investment we made in the current quarter related to a risk-based authentication solution will result in a strong product for us in future years as we continue to develop it internally.”
Het antwoord ligt misschien bij mijn post van 28 april 2014Stephan schreef:Zou VASCO geen overname prooi kunnen worden? Waarom steeg de koers met zeer hoge volumes de laatste tijd?
bankkaartlezer (Digipass) in voor een zogenaamde scanner. Een mooie deal voor
het Belgisch-Amerikaanse Vasco Data Security.
Tot op vandaag gebruiken de klanten van Rabobank de 'Random Reader', een
bankkaartlezer op basis van de Digipass-technologie van Vasco. Die wordt het
komende anderhalf jaar vervangen door de Rabo Scanner, zeg maar de Digipass van
de volgende generatie.
Gedaan met het meermaals invoeren van codes op het 'bakske' en de computer,
laptop, tablet of smartphone. Gedaan met de procedure te herhalen als een
verkeerd cijfer werd ingegeven... Na het ingeven van de overschrijving (bedrag
en rekeningnummer- neemt de scanner met de ingebouwde camera een foto van de
kleurcode (QR-code) op de computer, tablet of smartphone. Op het scherm van de
scanner verschijnen dan de details van de transactie en vervolgens een
signeercode. Met die code ondertekent de gebruiker vervolgens zijn transactie.
De scanner biedt extra veiligheid - 'what you see is what you sign' en de
QR-code versleutelt de transactiedetails - en de gebruiker hoeft nog maar één
enkele code in te geven. Bovendien kunnen de Nederlanders het toestel op termijn
ook met hun eID-kaart gebruiken voor overheidstoepassingen.
Wij Belgen hebben al een eID-kaart. Volgens Jan Valcke, operationeel directeur
van Vasco, is dat de reden waarom hij de scanner in ons land niet ziet opduiken
- tenzij misschien bij de kleinere banken. Zo rolt Belfius momenteel een nieuwe
card reader uit die zowel een bankkaart als een eID kan lezen. Met die laatste
kan u uzelf identificeren, een juridisch geldige elektronische handtekening
plaatsen en overheidstoepassingen uitoefenen.
Vasco dankt de scannertechnologie aan de overname van Cronto in mei 2013, een
spin-off van de universiteit van Cambridge. Het bedrijf versleutelt data en
integreert die in een beeld. Vasco betaalde er 15 miljoen euro voor, plus een
earn-out tot 2 miljoen euro. Hoe groot de Rabo-deal is, wil Vasco niet kwijt.
'Het is een schoon bestelling, één die we niet elk jaar zien passeren', zegt