10-QPeriod: Q2 FY2020

CARNIVAL CORP Quarterly Report for Q2 Ended May 31, 2020

Filed July 10, 2020For Securities:CCL

Summary

Carnival Corporation & plc reported significant financial distress for the three and six months ended May 31, 2020, primarily due to the global COVID-19 pandemic which led to a complete pause in guest operations starting in mid-March 2020. Revenues plummeted by 85% and 42% respectively for the quarter and six-month period compared to the prior year, resulting in substantial net losses of $4.37 billion and $5.16 billion. The company recognized significant impairment charges related to goodwill ($1.4 billion and $2.1 billion) and ships ($498 million and $828 million) due to the pandemic's impact on future cash flows. Despite the dire financial situation, Carnival Corp. has taken aggressive steps to bolster liquidity, including drawing down its revolving credit facility, issuing new debt ($4.0 billion in secured notes and $2.0 billion in convertible notes), and securing additional financing. The company had $7.6 billion in available liquidity as of May 31, 2020, and estimates a monthly cash burn rate of approximately $650 million for the remainder of 2020. Management believes it will have sufficient liquidity for at least the next twelve months, supported by these actions and ongoing cost-reduction efforts, including fleet optimization and workforce adjustments.

Financial Statements
Beta
Revenue$740.00M
Cost of Revenue$2.48B
Gross Profit-$1.74B
SG&A Expenses$492.00M
Operating Expenses$4.92B
Operating Income-$4.18B
Interest Expense$182.00M
Net Income-$4.37B
EPS (Basic)$-6.07
EPS (Diluted)$-6.07
Shares Outstanding (Basic)721.00M
Shares Outstanding (Diluted)721.00M

Key Highlights

  • 1Net loss of $4.37 billion for Q2 FY2020 and $5.16 billion for the first six months of FY2020, a stark contrast to profits in the prior year.
  • 2Revenues significantly declined, down 85% for the quarter and 42% for the six-month period due to the cessation of cruise operations.
  • 3Substantial goodwill impairment charges of $1.4 billion (Q2) and $2.1 billion (YTD) and ship impairment charges of $498 million (Q2) and $828 million (YTD) were recognized.
  • 4Aggressive capital raising activities: secured $4.0 billion in notes and $2.0 billion in convertible notes in April 2020, and a $2.8 billion term loan in June 2020.
  • 5Available liquidity stood at $7.6 billion as of May 31, 2020, with management asserting sufficiency for at least the next twelve months.
  • 6Ongoing cost reduction measures include a pause in operations, fleet optimization (selling 9 ships), workforce adjustments, and reduced capital expenditures.
  • 7Customer deposits decreased significantly to $2.6 billion from $4.7 billion, reflecting refunds and future cruise credits amid cancellations.

Frequently Asked Questions

The primary reason for the substantial net loss is the global COVID-19 pandemic, which forced Carnival Corporation to pause all guest cruise operations starting in mid-March 2020. This led to a dramatic decrease in revenues and necessitated significant impairment charges.

Carnival Corporation has implemented several measures to manage liquidity. These include drawing down its revolving credit facility, issuing substantial amounts of new debt ($4.0 billion in secured notes and $2.0 billion in convertible notes), securing a new $2.8 billion term loan, and suspending dividends and share repurchases. The company also benefits from available committed export credit facilities and believes it has sufficient liquidity for at least the next twelve months.

Carnival Corporation recognized goodwill impairment charges of $2.1 billion and ship impairment charges of $828 million for the six months ended May 31, 2020. These impairments were driven by the impact of COVID-19 on expected future operating cash flows, which indicated that the carrying values of these assets no longer exceeded their estimated fair values.

The company anticipates resuming guest operations in a phased manner, with enhanced health and safety protocols. However, the exact timing is uncertain. Management expects a net loss for the second half of 2020 and acknowledges that the full impact of COVID-19 on its business, financial condition, and operational results remains highly uncertain and depends on future developments.