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Cirrus Logic (CRUS) Q1 Earnings & Revenues Beat, Down Y/Y

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Cirrus Logic Inc. (CRUS - Free Report) reported better-than-expected top line and bottom-line results for the first quarter of fiscal 2019, surpassing the Zacks Consensus Estimate.

The company’s non-GAAP earnings per share of 28 cents topped the Zacks Consensus Estimate of 6 cents. However, the figure declined 65.4% year over year due to lower revenues and higher operating expenses.

Total revenues of $254.5 million surpassed the Zacks Consensus Estimate of $231 million. However, the figure was down 20.7% year over year.

Nonetheless, a higher-than-expected demand for portable audio combined with growing momentum of demand for features for enhanced user experience, across the company’s target markets, including flagship and mid-tier smartphones, advanced mobile accessories and in-home connected devices remained positive.

Cirrus Logic, Inc. Price, Consensus and EPS Surprise

 

Cirrus Logic, Inc. Price, Consensus and EPS Surprise | Cirrus Logic, Inc. Quote

Quarter Details

Segment wise, portable audio product revenues (83.4% of the total revenues) came in at $212.3 million, down 24.4% year over year.  However, non-portable audio and other products (16.6%) increased 5.5% to $42.2 million.

Non-GAAP gross profit was $124.8 million, which decreased 23% on a year-over-year basis. Gross margin contracted 150 basis points (bps) to 49%.

Cirrus Logic’s non-GAAP operating expenses increased 9.5% on a year-over-year basis to $104.9 million.

Non-GAAP operating income of $19.9 million declined 70%.   Moreover, non-GAAP operating margin contracted 1290 bps from the year-ago quarter to 7.8%.

On a non-GAAP basis, Cirrus Logic reported net income of $17.9 million compared with $54.6 million reported in the year-ago quarter. This marked a decline of 67.2%.

The company exited the quarter with cash and cash equivalents of $186.5 million compared with $235.6 million at the end of the previous quarter. Accounts receivables were $126.6 million compared with $100.8 million last quarter. Notably, it did not have any long-term debt during the quarter.

Guidance

Cirrus Logic provided guidance for second-quarter fiscal 2019.

The company expects revenues between $310 million and $350 million. GAAP gross margin is projected in the range of 48-50%.

The company is optimistic about its diverse product portfolio, and expects to return to growth in fiscal 2020.

Zacks Rank and Stocks to Consider

Currently, Cirrus Logic carries a Zacks Rank #3 (Hold).

Some better-ranked stocks in the broader technology sector are Adobe (ADBE - Free Report) and SCIENCE APPLICATIONS INTERNATIONAL CORPORATION (SAIC - Free Report) , each sporting a Zacks Rank #1 (Strong Buy), and Momo Inc. (MOMO - Free Report) , carrying a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Long-term earnings growth for Adobe, SCIENCE APPLICATIONS INTERNATIONAL and Momo is projected to be 16.20%, 22% and 5%, respectively.

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