10-QPeriod: Q1 FY2009

FISERV INC Quarterly Report for Q1 Ended Mar 31, 2009

Filed May 7, 2009For Securities:FISV

Summary

Fiserv, Inc. reported its first quarter 2009 financial results, showcasing a mixed performance impacted by ongoing divestitures and economic conditions. Total revenues for the quarter declined by 20% year-over-year to $1,044 million, largely attributable to the divestiture of a 51% interest in its Insurance segment. Despite the revenue decline, operating income remained relatively stable, decreasing slightly by 5% to $218 million, while the operating margin improved significantly to 20.9% from 17.6% in the prior year, reflecting improved efficiencies and cost management. Net income for the quarter was $103 million, or $0.66 per diluted share, a substantial decrease from $329 million in the prior year, primarily due to the absence of significant gains from discontinued operations seen in Q1 2008. Operationally, the company saw revenue growth in its Payments segment driven by new clients and increased transaction volumes, but experienced a decline in its Financial segment due to the downturn in the mortgage market and a drop in contract termination fees. Fiserv also executed cost-saving measures, including a reduction in force, which contributed to expense reductions. The company maintained a strong liquidity position with $312 million in cash and cash equivalents and an undrawn revolving credit facility of $900 million. Long-term debt was managed down to $4.0 billion. The company continues to navigate a challenging economic environment while focusing on strategic initiatives and operational efficiencies.

Financial Statements
Beta

Key Highlights

  • 1Total revenues decreased 20% to $1,044 million, primarily due to the divestiture of a 51% interest in the Insurance segment.
  • 2Operating income decreased 5% to $218 million, but operating margin improved to 20.9% from 17.6% due to cost efficiencies and business mix.
  • 3Net income significantly decreased to $103 million ($0.66/share) from $329 million in the prior year, largely due to the absence of large gains from discontinued operations.
  • 4The Payments segment showed revenue growth of 3% ($15 million increase), driven by new clients and higher transaction volumes.
  • 5The Financial segment experienced a revenue decline of 7% ($40 million decrease) impacted by the mortgage market downturn and reduced contract termination fees.
  • 6The company reduced operating expenses by 23% ($250 million decrease), largely attributed to the Insurance segment divestiture and cost-saving measures like workforce reductions.
  • 7Liquidity remained strong with $312 million in cash and cash equivalents and an undrawn $900 million revolving credit facility; long-term debt was reduced to $4.0 billion.

Frequently Asked Questions

The substantial decrease in net income from $329 million in Q1 2008 to $103 million in Q1 2009 was primarily due to the absence of large gains from the sale of discontinued operations recognized in the prior year. In Q1 2008, Fiserv reported significant after-tax gains of $230 million from the sale of businesses like Fiserv Health and a portion of Fiserv ISS.

The divestiture of a 51% interest in the Insurance segment in July 2008 significantly impacted both revenues and expenses. Total revenues decreased by $245 million and total expenses decreased by $227 million compared to the prior year quarter, directly reflecting the removal of the Insurance segment's financial performance from consolidated results. This also led to an $18 million decrease in operating income.

The Financial segment's revenue declined 7% due to a downturn in the U.S. mortgage market, which reduced home equity processing revenues, and a decrease in contract termination fees. Conversely, the Payments segment saw a 3% revenue increase, driven by new clients, increased transaction volumes in electronic payment businesses (like bill payment and EFT), and growth in output solutions.

Fiserv maintained a strong liquidity position with $312 million in cash and cash equivalents and an undrawn $900 million revolving credit facility at the end of the quarter. The company reduced its long-term debt by approximately $100 million to $4.0 billion by using operating cash flow. Management believes its current liquidity is sufficient to meet operating expenses, debt obligations, and capital expenditure needs.