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Nuance Communications, Inc. (NUAN)

- NASDAQ
  • Apr. 30, 2013, 9:16 AM
    Nuance (NUAN) -13.7% following its FQ2 miss. In prepared remarks, the company guides for FQ3 revenue of $480M-$495M and EPS of $0.30-$0.34, below a consensus of $554.1M and $0.49. FY13 guidance is for revenue of $1.96B-$2B and EPS of $1.33-$1.45, below a consensus of $2.16B and $1.80. Preliminary FY14 guidance is for organic growth in the "mid- to upper-single digit range;" consensus is for revenue of $2.44B. Mobile & Consumer sales -4% Y/Y in FQ2 after rising 17% in FQ1, and Enterprise -20% vs. +10% in FQ1. Healthcare (over half of profits) +2% (+3% prior); Imaging -10% (+6% prior). Buyback currently good for repurchasing 7.8% of shares.
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  • Apr. 30, 2013, 6:43 AM
    Nuance (NUAN): FQ2 EPS of $0.34 misses by $0.06. Non-GAAP Revenue of $484M misses by $32.5M. (PR)
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  • Feb. 8, 2013, 6:38 PM
    The Street showed no mercy to Nuance (NUAN -18.5%) in response to its EPS miss and forecast for multiple quarters of weakness in healthcare and EMEA sales. Goldman thinks Nuance's goal of $1B in FY13 healthcare sales is now at risk, and Needham (downgrading to Hold) is concerned about guidance for a 200-250 bps FY13 gross margin drop, worse than a prior forecast. Management suggested on the earnings call it's counting on clinical documentation software sales and PC/mobile OEM deals to drive future growth.
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  • Feb. 7, 2013, 6:44 PM
    Nuance (NUAN) now -14.6% AH thanks to its FQ1 EPS miss and light FQ2/FY13 guidance. On its earnings call, management blamed the guidance on declining healthcare transcription volumes thanks to the adoption of electronic records and Dragon, soft EMEA sales due to macro issues, and declining Windows software sales due to PC demand. The healthcare issues are expected to last a few quarters. Healthcare sales (51% of profits) +3% Y/Y in FQ1, Mobile/Consumer +17%, Enterprise +10%, Imaging +6%. On-demand solutions now 31% of sales (27% a year ago).
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  • Feb. 7, 2013, 4:13 PM
    Nuance (NUAN): FQ1 EPS of $0.35 misses by $0.01. Revenue of $492.4 (+28.9% Y/Y, lifted by acquisitions) in-line. Guides in prepared remarks for FQ2 revenue of $500M-$533M and EPS of $0.36-$0.45 vs. consensus of $524.3M and $0.44. Also guides for FY13 revenue of $2.146B-$2.196B and EPS of $1.76-$1.87 vs. consensus of $2.19B and $1.89. Shares -7.5% AH. (PR)
    | 1 Comment
  • Feb. 7, 2013, 12:10 AM
    Notable earnings after Thursday’s close: AGNC, ALNY, ASYS, ATHN, ATVI, AVNR, CSTR, DCT, FLT, G, HAS, LNKD, MCHP, NCR, NFG, NUAN, OPEN, PRI, RGC, RSG, RVBD, SNCR, SPWR, TSRA, UBNT, WWWW, XL
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  • Feb. 6, 2013, 5:35 PM
    Notable earnings after Thursday’s close: AGNC, ALNY, ASYS, ATHN, ATVI, AVNR, CSTR, DCT, FLT, G, HAS, LNKD, MCHP, NCR, NFG, NUAN, OPEN, PRI,RGC, RSG, RVBD, SNCR, SPWR, TSRA, UBNT, WWWW, XL
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  • Nov. 19, 2012, 4:26 PM
    More on Nuance: FQ1 guidance (provided in prepared remarks) is for revenue of $484M-$500M and EPS of $0.33-$0.37 vs. a consensus of $472M and $0.41. FY13 guidance is for revenue of $2.17B-$2.22B and EPS of $1.84-$1.94, largely above a consensus of $2.04B and $1.84.  Mobile & Consumer main growth driver in FQ4, +24% Y/Y, but down from FQ3's +34%. Healthcare +11%, Enterprise +7%, Imaging +5%. On-demand (cloud-based) revenue +35% Y/Y and now 29% of total - estimated 3-year contract value at $1.91B. NUAN -2.6% AH. CC at 5PM ET (webcast). (PR)
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  • Nov. 19, 2012, 4:03 PM
    Nuance Communications (NUAN): FQ4 EPS of $0.51 beats by $0.03. Revenue of $490.1M misses by $6M. Shares -2.1% AH. (PR)
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  • Nov. 19, 2012, 12:10 AM
    Notable earnings after Monday’s close: A, BRCD, KKD, NUAN, PWRD, QIHU
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  • Nov. 18, 2012, 5:35 PM
    Notable earnings after Monday’s close: A, BRCD, KKD, NUAN, PWRD, QIHU
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  • Aug. 7, 2012, 9:47 AM
    Nuance (NUAN +3.4%) rises following a mixed FQ3 report. Deferred revenue totaled $304M, -3% Q/Q and +15% Y/Y. FQ4 guidance is for revenue of $483M-$503M and EPS of $0.46-$0.50 vs. a consensus of $500.7M and $0.48. In prepared remarks (.pdf), Nuance forecasts an FQ4 mix shift towards mobile solutions, such as its virtual assistant (Siri and Vlingo), custom auto, and voicemail-to-text solutions. The company also sees mobile's R&D needs continuing to grow. (debt offering)
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  • Aug. 7, 2012, 7:17 AM
    Nuance Communications (NUAN): FQ3 EPS of $0.45 beats by $0.05. Revenue of $431.7M (+31% Y/Y) misses by $8M. Shares +2.1% premarket. (PR)
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  • May 10, 2012, 4:33 PM
    More on Nuance (NUAN): FQ2 beats estimates across the board on a 24% Y/Y jump in total revenue. For FY13 the company guides to the high end, now seeing revenue of $1.72B - $1.76B. Street estimates are for revenue around $1.71B. Looking forward, the company says its expects that balanced performance across all its markets should sustain growth in H212. Bookings and backlog from FY11 and the first half of FY12 will help support growth into FY13. Shares +0.7% AH.
    | 1 Comment
  • May 10, 2012, 4:13 PM
    Nuance Communications (NUAN): FQ2 EPS of $0.43 beats by $0.02. Revenue of $418M (+25.8% Y/Y) beats by $5M. (PR)
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  • May 10, 2012, 12:10 AM
    Notable earnings after Thursday's close: AGO, BID, CA, CIM, DAR, DRYS, ESRX, JWN, LBTYA, MBI, MCP, MDR, NUAN
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Company Description
Nuance Communications Inc provides voice and language solutions for healthcare, mobile, consumer, enterprise customer service and imaging markets.
Sector: Technology
Country: United States