Vital Images Announces Third Quarter Results


MINNEAPOLIS, Nov. 3, 2010 (GLOBE NEWSWIRE) -- Vital Images, Inc. (Nasdaq:VTAL),a leading provider of advanced visualization and analysis software, today reported financial results for the third quarter ended September 30, 2010.

Third quarter revenue was $14.9 million, compared to $14.3 million for the third quarter of 2009. Third quarter net income was $554,000, or $0.04 per diluted share, compared to a net loss of $750,000, or $(0.05) per diluted share for the third quarter of 2009.

Third quarter adjusted EBITDA (a non-GAAP measure) was $1.9 million, compared to $1.2 million for the third quarter of 2009. The company's total cash and investments was $137.9 million as of September 30, 2010, compared to $143.1 million as of June 30, 2010. During the third quarter, the company repurchased $5.7 million of common stock under its share repurchase program.

"We are pleased with our year-over-year direct revenue growth," said Michael H. Carrel, Vital Images president and chief executive officer. "We continue to see increased revenue from enterprise sales which offset decreased sales within the CT market. We are confident our cost management, strategic position and calculated investments will enable us to succeed in the market long-term."

Vital Images also reported today that it has been awarded nine Qualifying Therapeutic Discovery Project ("QTDP") grants from the U.S. government in the amount of $1.5 million based on Vital Images' research expenditures for certain therapeutic discovery projects. The QTDP grants will be recognized as an offset to research and development expense in the fourth quarter of 2010. According to Mr. Carrel, "These grants are a reflection of Vital Images' commitment to innovation, patient care and improved user productivity and communication."

Conference Call and Webcast

Vital Images will host a live webcast of its third quarter earnings conference call on Thursday, November 4, 2010 at 10:30 a.m. CT. The webcast can be accessed on the Vital Images website at www.vitalimages.com. An audio replay of the conference call will be available beginning at 2:00 p.m. CT on Thursday, November 4, 2010 through 5:00 p.m. CT on Thursday, November 18, 2010 by calling (888) 203-1112 and entering passcode 4449533.

About Vital Images

Vital Images, Inc. is a leading provider of advanced visualization and analysis software for physicians and healthcare specialists. The company's software provides users productivity and communication tools to improve patient care that can be accessed throughout the enterprise anytime, anywhere via the Web. Established in 1988 and headquartered in Minneapolis, Vital Images also has offices in Europe and Asia. For more information, visit www.vitalimages.com.

Vital Images® and Vitrea® are registered trademarks of Vital Images, Inc. Vital Images disclaims any proprietary interest in the marks and names of others.

The Vital Images, Inc. logo is available at http://www.globenewswire.com/newsroom/prs/?pkgid=5843

Non-GAAP Information

To supplement the company's condensed consolidated financial statements presented on a GAAP basis, the company uses adjusted EBITDA (a non-GAAP measure), which excludes certain items presented under GAAP. The company uses adjusted EBITDA to develop budgets, to assess its operating performance, to increase comparability among different periods and to serve as a measurement for incentive compensation. The company uses adjusted EBITDA even though it is not probable that the financial impact of excluded amounts will be immaterial in the future. Additionally, amounts excluded from adjusted EBITDA are managed by and are the responsibility of the company's management. The company believes that adjusted EBITDA is useful to investors because it provides supplemental information that allows investors to review the company's results of operations from the same perspective as management and the company's board of directors.

The method the company uses to produce non-GAAP measures is not in accordance with GAAP and may not be computed the same as similarly titled measures used by other companies. These non-GAAP results should not be considered in isolation or regarded as a substitute for corresponding GAAP measures but instead should be utilized as a supplemental measure of operating performance in evaluating the company's business. Non-GAAP measures do have limitations in that they do not reflect certain items that may have a material impact upon the company's reported financial results. As such, these non-GAAP measures should be viewed in conjunction with both the company's financial statements prepared in accordance with GAAP and the reconciliation of the supplemental non-GAAP financial measures to the comparable GAAP measures.

Forward-Looking Statements

Except for the historical information contained herein, the matters discussed in this news release are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and are intended to enjoy the protection of the safe harbor for forward-looking statements provided by that Act. These statements involve risks and uncertainties which could cause results to differ materially from those projected, including but not limited to dependence on market growth, challenges associated with international expansion, the ability to predict product, customer and geographic sales mix, fluctuations in interest rates, regulatory approvals, the timely introduction, availability and acceptance of new products, the impact of competitive products and pricing, dependence on major customers, the ability to successfully manage operating costs, fluctuations in quarterly results, approval of products for reimbursement and the level of reimbursement, and other factors detailed from time to time in Vital Images' SEC reports, including its annual report on Form 10-K for the year ended December 31, 2009. Vital Images encourages you to consider all of these risks, uncertainties and other factors carefully in evaluating the forward-looking statements contained in this release. As a result of these matters, changes in facts, assumptions not being realized or other circumstances, the company's actual results may differ materially from the expected results discussed in the forward-looking statements contained in this release. The forward-looking statements made in this release are made only as of the date of this release, and, except as may be required by law, the company undertakes no obligation to update them to reflect subsequent events or circumstances.

Vital Images, Inc.
Condensed Consolidated Statements of Operations
(In thousands, except per share amounts)
(Unaudited)
         
  For the Three Months Ended For the Nine Months Ended
  September 30, September 30,
  2010 2009 2010 2009
         
Revenue:        
License fees  $ 5,430  $ 5,624  $ 16,113  $ 16,183
Maintenance and services  8,761  8,274  25,730  25,206
Hardware  683  402  1,764  1,074
Total revenue  14,874  14,300  43,607  42,463
         
Cost of revenue:        
License fees  619  749  2,591  2,277
Maintenance and services  2,422  2,351  7,318  6,996
Hardware  614  364  1,721  997
Total cost of revenue  3,655  3,464  11,630  10,270
         
Gross profit  11,219  10,836  31,977  32,193
         
Operating expenses:        
Sales and marketing  4,882  5,200  15,512  16,127
Research and development  3,652  4,245  11,777  12,200
General and administrative  2,269  2,405  7,203  7,645
Asset impairment  --  --  --  3,147
Total operating expenses  10,803  11,850  34,492  39,119
         
Operating income (loss)  416  (1,014)  (2,515)  (6,926)
         
Interest income  155  200  393  960
Income (loss) before income taxes  571  (814)  (2,122)  (5,966)
Provision (benefit) for income taxes  17  (64)  62  14,656
Net income (loss)  $ 554  $ (750)  $ (2,184)  $ (20,622)
         
Net income (loss) per share – basic  $ 0.04  $ (0.05)  $ (0.15)  $ (1.44)
Net income (loss) per share – diluted  $ 0.04  $ (0.05)  $ (0.15)  $ (1.44)
         
Weighted average common shares
outstanding – basic
 14,253  14,204  14,334  14,336
Weighted average common shares
outstanding – diluted
 14,332  14,204  14,334  14,336
     
Vital Images, Inc.
Condensed Consolidated Balance Sheets 
(In thousands, except per share amounts)
(Unaudited)
     
  September 30, December 31,
  2010 2009
Assets    
Current assets:    
Cash and cash equivalents  $ 82,626  $ 120,317
Marketable securities  42,805  9,673
Accounts receivable, net   14,249  12,196
Prepaid expenses and other current assets  2,607  2,686
Total current assets  142,287  144,872
Marketable securities  12,516  12,234
Property and equipment, net  4,115  5,485
Other intangible assets, net  112  382
Goodwill  9,089  9,089
Total assets  $ 168,119  $ 172,062
     
Liabilities and Stockholders' Equity    
Current liabilities:    
Accounts payable  $ 2,758  $ 2,588
Accrued compensation  2,486  3,574
Accrued royalties  616  812
Other current liabilities  1,835  1,364
Deferred revenue  16,058  15,500
Total current liabilities  23,753  23,838
Deferred revenue  1,056  1,033
Deferred rent  145  469
Total liabilities  24,954  25,340
     
Stockholders' equity:    
Preferred stock: $0.01 par value; 5,000 shares authorized;
none issued or outstanding
 --  --
Common stock: $0.01 par value; 40,000 shares authorized;
14,044 issued and outstanding as of September 30, 2010;
and 14,330 shares issued and outstanding as of
December 31, 2009
 140  143
Additional paid-in capital  166,641  168,058
Accumulated deficit  (23,816)  (21,632)
Accumulated other comprehensive income  200  153
Total stockholders' equity  143,165  146,722
Total liabilities and stockholders' equity  $ 168,119  $ 172,062
     
Vital Images, Inc.
Condensed Consolidated Statements of Cash Flows
(In thousands)
(Unaudited)
     
  For the Nine Months Ended
  September 30,
  2010 2009
Cash flows from operating activities:     
Net loss   $ (2,184)  $ (20,622)
Adjustments to reconcile net loss to net cash provided by operating activities:     
Depreciation and amortization of property and equipment   2,538  3,747
Amortization of identified intangibles   270  336
Loss on disposal of assets   --  112
Asset impairment   --  3,147
Provision for doubtful accounts   (99)  141
Deferred income taxes   --  14,664
Amortization of discount and accretion of premium on marketable securities   40  241
Equity-based compensation   2,763  2,926
Amortization of deferred rent   (310)  (296)
Changes in operating assets and liabilities:     
Accounts receivable   (1,954)  354
Prepaid expenses and other assets   79  45
Accounts payable   206  (793)
Accrued expenses and other liabilities   (887)  (596)
Deferred revenue   581  (3,054)
Net cash provided by operating activities   1,043  352
     
Cash flows from investing activities:     
Purchases of property and equipment   (1,204)  (1,944)
Purchases of marketable securities   (40,057)  (21,749)
Proceeds from maturities of marketable securities   6,650  36,709
Net cash (used in) provided by investing activities   (34,611)  13,016
     
Cash flows from financing activities:     
Repurchases of common stock   (6,027)  (6,081)
Proceeds from sale of common stock under stock plans   2,098  1,318
Payment for options tendered   (194)  --
Net cash used in financing activities   (4,123)  (4,763)
     
Net (decrease) increase in cash and cash equivalents   (37,691)  8,605
Cash and cash equivalents, beginning of period   120,317  109,706
Cash and cash equivalents, end of period   $ 82,626  $ 118,311
                 
Vital Images, Inc.
Supplemental Financial Information
                 
Revenue Summary (dollars in thousands):
                 
                 
  For the Three Months Ended
September 30,
For the Nine Months Ended
September 30,
  2010 2009 2010 2009
Revenue:                
License fees  $ 5,430    $ 5,624    $ 16,113    $ 16,183  
Maintenance and services  8,761    8,274    25,730    25,206  
Hardware  683    402    1,764    1,074  
Total revenue  $ 14,874    $ 14,300    $ 43,607    $ 42,463  
                 
Revenue by channel and as a
percent of total revenue:
               
Direct and other distributors  $ 7,892 53%  $ 6,321 44%  $ 21,820 50%  $ 18,702 44%
Toshiba  6,982  47  7,979  56  21,787  50  23,761  56
Total revenue  $ 14,874 100%  $ 14,300 100%  $ 43,607 100%  $ 42,463 100%
                 
License fee revenue by channel and as a
percent of total license fee revenue:
               
Direct and other distributors  $ 1,597 29%  $ 928 17%  $ 4,170 26%  $ 2,633 16%
Toshiba  3,833  71  4,696 83  11,943  74  13,550  84
Total license fee revenue  $ 5,430 100%  $ 5,624 100%  $ 16,113 100%  $ 16,183 100%
                 
Maintenance and services revenue by
channel and as a percent of total
maintenance and services revenue:
               
Direct and other distributors  $ 5,796 66%  $ 5,051 61%  $ 16,228 63%  $ 15,338 61%
Toshiba  2,965  34  3,223 39  9,502  37  9,868  39
Total maintenance and services revenue  $ 8,761 100%  $ 8,274 100%  $ 25,730 100%  $ 25,206 100%
                 
Revenue by geography:                
United States  $ 10,620    $ 9,516    $ 29,577    $ 28,195  
Europe  2,119    2,584    7,509    7,599  
Asia and Pacific  1,427    1,279    4,213    3,422  
Other foreign  708    921    2,308    3,247  
Total revenue  $ 14,874    $ 14,300    $ 43,607    $ 42,463  
Export revenue as a percent of
total revenue:
29%   33%   32%   34%  
         
Reconciliation from GAAP results to adjusted EBITDA (in thousands):
         
  For the Three Months Ended For the Nine Months Ended
  September 30, September 30,
  2010 2009 2010 2009
         
Adjusted EBITDA (in thousands):        
Operating income (loss)  $ 416  $ (1,014)  $ (2,515)  $ (6,926)
Equity-based compensation  637  952  2,763  2,926
Depreciation and amortization of property and equipment  797  1,202  2,538  3,747
Amortization of identified intangibles  90  90  270  336
Asset impairment  --  --  --  3,147
Adjusted EBITDA  $ 1,940  $ 1,230  $ 3,056  $ 3,230


            

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