Hyperion Solutions (HYSL) - An Analytical Gorilla? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Hyperion Solutions (HYSL) - An Analytical Gorilla?

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Dave O. who wrote (240)	10/22/1998 10:59:00 PM
From: Trader Dave	Read Replies (1) of 471

Extremely accurate. A few comments: concern over license/service mix misplaced since that's the historical pattern for hyperion software. Key factor to keep in mind is that HYSW q1 is typically quite weak compared to q4. Also note that enterprise which represents most of the old HYSW's application license revenue is a maturing product. The appeal is to offer the essbase engine to the Enterprise installed base of 3000 customers. Essbase integrated to support enterprise due to ship this quarter. If you look closely at license revenue mix I suspect you'd find the following: Essbase and related products are seeing an acceleration in growth rates and enterprise/pillar had a seasonally weak (but typical) q1. Given the challenges of integrating two companies and the fact that revenue and earnings came in at better than the combination of the estimates for the two companies, the results are a major proof point that the vision behind the merger is starting to make sense. The opportunities for the synergies to start kicking in begin once integrated products are released later this year. TD

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next