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Last updated on June 20, 2013 at 1:21 EDT

Solera Holdings, Inc. Reports Fourth Quarter and Fiscal Year 2012 Results

August 23, 2012

WESTLAKE, Texas, Aug. 23, 2012 /PRNewswire/ — Solera Holdings, Inc. (NYSE: SLH), the leading global provider of software and services to the automobile insurance claims processing industry, today reported results for the fourth quarter and fiscal year 2012.

Results for the Fourth Quarter and Fiscal Year Ended June 30, 2012:

GAAP Results

  • Revenue for fiscal year 2012 was $790.2 million, a 15.4% increase over the prior fiscal year revenue of $684.7 million. After adjusting for changes in foreign currency exchange rates (“FX Changes”), revenue for fiscal year 2012 increased by approximately 17.4% over the prior fiscal year revenue. After excluding the revenues of Explore Information Services LLC, which we acquired in June 2011, total revenue increased 2.9% over the prior fiscal year revenue and, after adjusting for FX Changes, increased 4.9% over the prior fiscal year revenue;
  • Revenue for the fourth quarter was $198.4 million, an 8.9% increase over the prior year fourth quarter revenue of $182.1 million. After adjusting for FX Changes, revenue for the fourth quarter increased by approximately 17.3% over the prior fourth quarter revenue. After excluding the revenues of Explore, fourth quarter revenue decreased 2.3% over the prior fourth quarter revenue and, after adjusting for FX Changes, increased 6.3% over the prior fourth quarter revenue;
  • Net income attributable to Solera Holdings, Inc. for fiscal year 2012 was $107.0 million, a 32.0% decrease over the prior fiscal year net income attributable to Solera Holdings, Inc. of $157.4 million, which is primarily attributable to the release of the valuation allowance on our U.S. deferred tax assets in fiscal year 2011 as described below;
  • Net income attributable to Solera Holdings, Inc. for the fourth quarter was $20.8 million, a 20.6% increase over the prior year fourth quarter net income attributable to Solera Holdings, Inc. of $17.2 million;
  • Diluted net income attributable to Solera Holdings, Inc. per common share for fiscal year 2012 was $1.51, a 32.0% decrease over the prior fiscal year diluted net income attributable to Solera Holdings, Inc. per common share of $2.22, which is primarily attributable to the release of the valuation allowance on our U.S. deferred tax assets in fiscal year 2011 as described below;
  • Diluted net income attributable to Solera Holdings, Inc. per common share for the fourth quarter was $0.30, a 25.0% increase over the prior year fourth quarter diluted net income attributable to Solera Holdings, Inc. per common share of $0.24.

“I’m very pleased to announce that during fiscal year 2012, our constant currency total revenue growth was 17.4% for the full year and 17.3% for the fourth quarter, despite the volatility in our markets,” said Tony Aquila, Solera’s founder, Chairman and Chief Executive Officer. “On a constant currency basis, our Adjusted EBITDA margin was 44.4% for the full year – up 127 basis points year over year, and our fourth quarter Adjusted EBITDA margin was 43.5% – up 167 basis points year over year. Looking ahead, we are excited to announce Mission 2020 – $2 billion in revenue and $800 million in Adjusted EBITDA by fiscal 2020. With our solid foundation in the Solera principles, multiple growth levers and a large and growing global market, we believe that we are well-positioned to execute on and achieve this mission.”

Non-GAAP Results

  • Adjusted EBITDA for fiscal year 2012 was $345.5 million, a 17.0% increase over the prior fiscal year Adjusted EBITDA of $295.3 million. After adjusting for FX Changes, Adjusted EBITDA for fiscal year 2012 increased by 20.8% over the prior fiscal year Adjusted EBITDA;
  • Adjusted EBITDA for the fourth quarter was $84.9 million, an 11.4% increase over the prior year fourth quarter Adjusted EBITDA of $76.2 million. After adjusting for FX Changes, Adjusted EBITDA for the fourth quarter increased by 22.0% over the prior year fourth quarter Adjusted EBITDA;
  • Adjusted EBITDA margin for fiscal year 2012 was 43.7%, a 59 basis point increase over the prior fiscal year Adjusted EBITDA margin of 43.1%. After adjusting for FX Changes, Adjusted EBITDA margin for fiscal year 2012 was 44.4%, a 127 basis point increase over the prior fiscal year Adjusted EBITDA margin;
  • Adjusted EBITDA margin for the fourth quarter was 42.8%, a 93 basis point increase over the prior year fourth quarter Adjusted EBITDA margin of 41.9%. After adjusting for FX Changes, Adjusted EBITDA margin for the fourth quarter was 43.5%, a 167 basis point increase over the prior year fourth quarter Adjusted EBITDA margin;
  • Adjusted Net Income for fiscal year 2012 was $190.8 million, a 9.9% increase over the prior fiscal year Adjusted Net Income of $173.5 million;
  • Adjusted Net Income for the fourth quarter was $44.3 million, a 0.2% increase over the prior year fourth quarter Adjusted Net Income of $44.2 million;
  • Adjusted Net Income per diluted common share for fiscal year 2012 was $2.71, a 10.2% increase over the prior fiscal year Adjusted Net Income per diluted common share of $2.46.
  • Adjusted Net Income per diluted common share for the fourth quarter was $0.64, a 3.2% increase over the prior year fourth quarter Adjusted Net Income per diluted common share of $0.62.

In the first quarter of fiscal year 2012, we announced the formation of the Netherlands, Germany, Austria and Switzerland (“NGAS”) Region to leverage the operational and technological achievements and investments we made in the Highly Established Markets Initiative (“HEMI”) Region across our markets. As a result of the creation of the NGAS Region, we transferred our Netherlands operating segment from our Americas reportable segment to our EMEA reportable segment in the first quarter of fiscal year 2012. The financial information presented below reflects the inclusion of the Netherlands in the EMEA reportable segment for all periods.

Business Statistics

  • EMEA revenues were $114.1 million and $464.4 million for the fourth quarter and the full fiscal year, respectively, representing a 4.5% decrease and a 2.5% increase over the respective prior year periods. After adjusting for FX Changes, EMEA revenues for the fourth quarter and the full fiscal year increased 5.7% and 4.7% over the respective prior year periods;
  • Americas revenues were $84.3 million and $325.8 million for the fourth quarter and the full fiscal year, respectively, representing a 34.7% and a 40.7% increase over the respective prior year periods. After adjusting for FX Changes, Americas revenues for the fourth quarter and full fiscal year increased 39.5% and 42.2% over the respective prior year periods;
  • Revenues from insurance company customers were $91.8 million and $359.9 million for the fourth quarter and the full fiscal year, respectively, representing a 24.6% and 30.8% increase over the respective prior periods. After adjusting for FX Changes, revenues from insurance company customers for the fourth quarter and the full fiscal year increased 33.3% and 33.1% over the respective prior year periods. After excluding the revenues of Explore, revenues from insurance company customers decreased 1.9% and increased 0.9% over the respective prior periods and, after adjusting for FX Changes, increased 7.3% and 3.2% over the respective prior year periods;
  • Revenues from collision repair facility customers were $63.8 million and $257.5 million for the fourth quarter and the full fiscal year, respectively, representing a 1.3% decrease and a 5.7% increase over the respective prior year periods. After adjusting for FX Changes, revenues from collision repair facility customers for the fourth quarter and the full fiscal year increased 7.4% and 7.9% over the respective prior year periods;
  • Revenues from independent assessors were $17.9 million and $74.4 million for the fourth quarter and the full fiscal year, respectively, representing a 5.2% decrease and a 4.7% increase over the respective prior year periods. After adjusting for FX Changes, revenues from independent assessors for the fourth quarter and the full fiscal year increased 6.7% and 7.1% over the respective prior year periods;
  • Revenues from automotive recycling, salvage and other customers were $24.9 million and $98.4 million, for the fourth quarter and the full fiscal year, respectively, representing no change and a 3.7% increase over the respective prior year periods. After adjusting for FX Changes, revenues from automotive recycling, salvage and other customers for the fourth quarter and the full fiscal year increased 3.6% and 4.0% over the respective prior year periods.

Fiscal year 2013 Outlook:

Our initial outlook for our full fiscal year ending June 30, 2013 is as follows:

                                    Full Fiscal Year
                                    ----------------
    Revenues                   $780 million - $788 million
    Net Income attributable to
     Solera Holdings, Inc.       $83 million - $89 million
    Adjusted EBITDA            $337 million - $344 million
    Adjusted Net Income        $170 million - $177 million
    Adjusted Net Income per
     diluted common share                    $2.45 - $2.55

The fiscal year 2013 outlook above assumes constant currency exchange rates from those currently prevailing, no acquisitions of businesses, no repurchases of our common stock, and an assumed 28% tax rate to calculate Adjusted Net Income.

Exchange rates between most of the major foreign currencies we use to transact our business and the U.S. dollar have fluctuated significantly over the last few years and we expect that they will continue to fluctuate. The majority of our revenues and costs are denominated in Euros, Pound Sterling, Swiss francs, Canadian dollars and other international currencies. The following table provides the average quarterly exchange rates for the Euro and Pound Sterling since the beginning of fiscal year 2011:

    Period                        Average Euro-
                                  to-                     Average Pound
                                 U.S. Dollar              Sterling-to-
                                 Exchange Rate            U.S. Dollar
                                                          Exchange Rate
                                                          -------------
    Quarter Ended September 30,
     2010                                 $1.29                    $1.55
    Quarter Ended December 31,
     2010                                  1.36                     1.58
    Quarter Ended March 31,
     2011                                  1.37                     1.60
    Quarter Ended June 30, 2011            1.44                     1.63
    Quarter Ended September 30,
     2011                                  1.42                     1.61
    Quarter Ended December 31,
     2011                                  1.35                     1.57
    Quarter Ended March 31,
     2012                                  1.31                     1.57
    Quarter Ended June 30, 2012            1.28                     1.58

During fiscal year 2012 as compared to fiscal year 2011, the U.S. dollar strengthened against most major foreign currencies we use to transact our business. The average U.S. dollar strengthened versus the Euro by 1.8% and the Pound Sterling by 0.4%, which decreased our revenues and expenses for fiscal year 2012. A hypothetical 5% increase or decrease in the U.S. dollar versus other currencies in which we transact our business would have resulted in an increase or decrease, as the case may be, to our revenues of $6.8 million and $27.7 million during the fourth quarter and fiscal year ended June 30, 2012, respectively.

All percentage amounts and ratios were calculated using the underlying data in whole dollars. We measure constant currency, or the effects on our results that are attributable to FX Changes, by measuring the incremental difference between translating the prior period and the current results at the monthly average rates for the same period from the prior year.

GAAP Income Tax Provision:

In fiscal year 2012, we recognized an income tax provision of $45.7 million, as compared to an income tax benefit of $14.4 million recognized in fiscal year 2011, reflecting the release of $55.2 million of the valuation allowance on our U.S. net deferred tax assets in fiscal year 2011. The release of the valuation allowance resulted from our recent sustained history of operating profitability in the U.S. and Canada, and the determination by management that the future realization of the net deferred tax assets was judged to be more-likely-than-not. Additional details regarding the GAAP income tax provision will be provided in our Annual Report on Form 10-K for the period ended June 30, 2012 to be filed with the Securities and Exchange Commission by August 29, 2012.

Quarterly Dividend:

Our Board of Directors approved the payment of a quarterly cash dividend of $0.125 per outstanding share of common stock and per outstanding restricted stock unit. Our Board of Directors also approved a quarterly stock dividend equivalent of $0.125 per outstanding restricted stock unit granted to certain of our executive officers during fiscal year 2012 in lieu of the cash dividend, which dividend equivalent will be paid to the restricted stock unit holders as the restricted stock unit vests. The dividends are payable on September 18, 2012 to stockholders and restricted stock unit holders of record at the close of business on September 6, 2012.

Earnings Conference Call:

We will host our fourth quarter and fiscal year ended June 30, 2012 earnings call today at 5:00 p.m. (Eastern Time) – Aug 23, 2012. The conference call will be webcast live in listen-only mode and can be accessed by visiting the Investor Center section of the Solera website: www.solerainc.com. A webcast replay will be available on the website until 11:59PM EDT on September 5, 2012. A live audiocast will also be accessible to the public by calling (800) 638-4930 or from outside the U.S., (617) 614-3944. When prompted, the following access is required: 49101613. Callers should dial in approximately 10 minutes before the call begins. For those unable to participate in the live audiocast, a replay will be available until 11:59PM EDT on September 5, 2012. To access the replay, dial (888) 286-8010 or, from outside the U.S., (617) 801-6888 and enter the following access code when prompted: 22017407.


    SOLERA HOLDINGS, INC.
    CONDENSED CONSOLIDATED STATEMENTS OF INCOME
    FOR THE THREE MONTHS AND FISCAL YEARS ENDED JUNE 30, 2012 AND 2011
    (In thousands, except per share amounts)
    (Unaudited)

                                                     Three Months Ended June 30,       Fiscal Year Ended June 30,
                                                     ---------------------------       --------------------------
                                                       2012                  2011     2012                   2011
                                                       ----                  ----     ----                   ----
    Revenues                                                  $198,376            $182,084                         $790,207 $684,697
    Cost of revenues:
    Operating expenses                               42,449                36,241  171,763                134,649
    Systems development and
     programming costs                               18,439                19,269   73,914                 68,932
                                                     ------                ------   ------                 ------
    Total cost of revenues
     (excluding depreciation and
     amortization)                                   60,888                55,510  245,677                203,581
    Selling, general and
     administrative expenses                         55,079                50,933  206,639                187,701
    Depreciation and
     amortization                                    25,930                22,607  103,510                 83,088
    Restructuring charges, asset
     impairments, and other
     costs associated with exit
     and disposal activities                            969                 4,878    7,057                  7,093
    Acquisition and related
     costs                                            2,304                 6,706    7,962                  9,687
    Interest expense                                 17,079                 8,913   53,593                 31,102
    Other expense, net                                  295                 8,295    1,665                  7,815
                                                        ---                 -----    -----                  -----
                                                    162,544               157,842  626,103                530,067
                                                    -------               -------  -------                -------
    Income before provision for
     income taxes                                    35,832                24,242  164,104                154,630
    Income tax provision
     (benefit)                                       12,552                 4,415   45,718                (14,427)
                                                     ------                 -----   ------                -------
    Net income                                       23,280                19,827  118,386                169,057
    Less: Net income
     attributable to
     noncontrolling interests                         2,480                 2,586   11,398                 11,680
                                                      -----                 -----   ------                 ------
    Net income attributable to
     Solera Holdings, Inc.                                     $20,800             $17,241                         $106,988 $157,377
                                                               =======             =======                         ======== ========
    Net income attributable to Solera Holdings,
     Inc. per common share:
    Basic                                                        $0.30               $0.24                            $1.52    $2.23
                                                                 =====               =====                            =====    =====
    Diluted                                                      $0.30               $0.24                            $1.51    $2.22
                                                                 =====               =====                            =====    =====
    Dividends paid per share                                     $0.10               $0.08                            $0.40    $0.30
                                                                 =====               =====                            =====    =====
    Weighted-average shares used in the
     calculation of net income attributable to
     Solera Holdings, Inc. per common share:
    Basic                                            69,402                70,693   70,178                 70,349
                                                     ======                ======   ======                 ======
    Diluted                                          69,711                71,045   70,527                 70,683
                                                     ======                ======   ======                 ======

Non-GAAP Financial Measures

We use a number of non-GAAP financial measures that are not intended to be used in lieu of GAAP presentations, but are provided because management believes that they provide additional information with respect to the performance of our fundamental business activities and are also frequently used by securities analysts, investors and other interested parties to facilitate the evaluation of our business on a comparable basis to other companies. The three primary non-GAAP financial measures that we use are Adjusted EBITDA, Adjusted Net Income, and Adjusted Net Income per diluted common share. We believe that Adjusted EBITDA, Adjusted Net Income and Adjusted Net Income per diluted common share are useful to investors in providing information regarding our operating results. We rely on Adjusted EBITDA as a primary measure to review and assess the operating performance of our company and our management team in connection with our executive compensation and bonus plans. Adjusted EBITDA also allows us to compare our current operating results with corresponding prior periods as well as to the operating results of other companies in our industry. We present Adjusted Net Income and Adjusted Net Income per diluted common share because we believe both of these measures provide useful information regarding our operating results in addition to our GAAP measures. We believe that Adjusted Net Income and Adjusted Net Income per diluted common share provide investors with valuable insight into our profitability exclusive of unusual adjustments, and provide further insight into the cash impact resulting from the different treatments of goodwill for financial reporting and tax purposes.

Adjusted EBITDA, Adjusted Net Income and Adjusted Net Income per diluted common share have limitations as analytical tools, and should not be considered in isolation or as a substitute for net income, net income per share and other consolidated income statement data prepared in accordance with accounting principles generally accepted in the United States. Because of these limitations, Adjusted EBITDA, Adjusted Net Income, and Adjusted Net Income per diluted common share should not be considered as a replacement for net income. We compensate for these limitations by relying primarily on our GAAP results and using Adjusted EBITDA, Adjusted Net Income, and Adjusted Net Income per diluted common share as supplemental information.

  • Adjusted EBITDA is a non-GAAP financial measure that represents GAAP net income attributable to Solera Holdings, Inc., excluding (i) interest expense, (ii) provision for income taxes, (iii) depreciation and amortization, (iv) stock-based compensation expense, (v) restructuring charges, asset impairments, and other costs associated with exit and disposal activities, (vi) other (income) expense, net, (vii) litigation related expenses, and (viii) acquisition and related costs. Acquisition and related costs include legal and professional fees and other transaction costs associated with completed and contemplated business combinations and asset acquisitions, costs associated with integrating acquired businesses, including costs incurred to eliminate workforce redundancies and for product rebranding, and other charges incurred as a direct result of our acquisition efforts. These other charges include changes to the fair value of contingent purchase consideration, acquired assets and assumed liabilities subsequent to the completion of the purchase price allocation, purchase price that is deemed to be compensatory in nature, incentive compensation arrangements with continuing employees of acquired companies and gains and losses resulting from the settlement of a pre-existing contractual relationship with an acquiree. A reconciliation of our Adjusted EBITDA to GAAP net income attributable to Solera Holdings, Inc., the most directly comparable GAAP measure, is provided in the attached table.

    SOLERA HOLDINGS, INC.
    RECONCILIATION TO ADJUSTED EBITDA
    FOR THE THREE MONTHS AND FISCAL YEARS ENDED JUNE 30, 2012 AND 2011
    (In thousands)
    (Unaudited)

                                          Three Months Ended June 30,         Fiscal Year Ended June 30,
                                          ---------------------------         --------------------------
                                             2012                 2011    2012                  2011
                                             ----                 ----    ----                  ----
    Net income
     attributable to
     Solera Holdings,
     Inc.                                           $20,800            $17,241                         $106,988 $157,377
    Add: Income tax
     provision
     (benefit)                             12,552                4,415  45,718               (14,427)
                                           ------                -----  ------               -------
    Net income
     attributable to
     Solera Holdings,
     Inc. before
     income tax
     provision
     (benefit)                             33,352               21,656 152,706               142,950
    Add: Depreciation
     and amortization                      25,930               22,607 103,510                83,088
    Add: Restructuring
     charges, asset
     impairments, and
     other costs
     associated with
     exit and disposal
     activities                               969                4,878   7,057                 7,093
    Add: Acquisition
     and related costs                      2,304                6,706   7,962                 9,687
    Add: Litigation
     related expenses                         500                    -     600                     -
    Add: Interest
     expense                               17,079                8,913  53,593                31,102
    Add: Other
     (income) expense,
     net                                      295                8,295   1,665                 7,815
    Add: Stock-based
     compensation
     expense                                4,482                3,192  18,394                13,579
                                            -----                -----  ------                ------
    Adjusted EBITDA                                 $84,911            $76,247                         $345,487 $295,314
                                                    =======            =======                         ======== ========
  • Adjusted Net Income is a non-GAAP financial measure that represents GAAP net income attributable to Solera Holdings, Inc., excluding (i) provision for income taxes, (ii) amortization of acquired intangible assets, (iii) stock-based compensation expense, (iv) restructuring charges, asset impairments, and other costs associated with exit and disposal activities, (v) other (income) expense, not including interest income, (vi) litigation related expenses, and (vii) acquisition and related costs. From this amount, we subtract an assumed provision for income taxes to arrive at Adjusted Net Income. We assume a 28% income tax rate as an approximation of our long-term effective corporate income tax rate, which includes certain benefits from net operating loss carryforwards, tax credits, tax deductible goodwill and amortization, and certain holding companies in low tax-rate jurisdictions. A reconciliation of our Adjusted Net Income to GAAP net income attributable to Solera Holdings, Inc., the most directly comparable GAAP measure, is provided in the attached table.
  • Adjusted Net Income per diluted common share is a non-GAAP financial measure that represents Adjusted Net Income (as defined above) divided by the number of diluted shares outstanding for the period used in the calculation of GAAP net income attributable to Solera Holdings, Inc. per diluted common share. A reconciliation of our Adjusted Net Income per diluted common share to GAAP net income attributable to Solera Holdings, Inc. per diluted common share, the most directly comparable GAAP measure, is provided in the attached table.

    SOLERA HOLDINGS, INC.
    RECONCILIATION TO ADJUSTED NET INCOME
    FOR THE THREE MONTHS AND FISCAL YEARS ENDED JUNE 30, 2012 AND 2011
    (In thousands, except per share amounts)
    (Unaudited)

                                          Three Months Ended June 30,        Fiscal Year Ended June 30,
                                          ---------------------------        --------------------------
                                             2012                 2011      2012                  2011
                                             ----                 ----      ----                  ----
    Net income
     attributable to
     Solera Holdings,
     Inc.                                           $20,800              $17,241                        $106,988 $157,377
                                                    -------              -------                        -------- --------
    Add: Income tax
     provision
     (benefit)                             12,552                4,415    45,718               (14,427)
                                           ------                -----    ------               -------
    Net income
     attributable to
     Solera Holdings,
     Inc. before
     income tax
     provision
     (benefit)                             33,352               21,656   152,706               142,950
    Add: Amortization
     of acquisition-
     related
     intangibles                           19,024               16,053    75,723                57,809
    Add: Restructuring
     charges, asset
     impairments, and
     other costs
     associated with
     exit and disposal
     activities                               969                4,878     7,057                 7,093
    Add: Acquisition
     and related costs                      2,304                6,706     7,962                 9,687
    Add: Litigation
     related expenses                         500                    -       600                     -
    Add: Other
     expense, not
     including
     interest income                          864                8,874     2,535                 9,921
    Add: Stock-based
     compensation
     expense                                4,482                3,192    18,394                13,579
                                            -----                -----    ------                ------
    Adjusted Net
     Income before
     income tax
     provision                             61,495               61,359   264,977               241,039
    Less: Assumed
     provision for
     income taxes at
      28%                                 (17,219)             (17,181) (74,194)               (67,491)
                                          -------              -------   -------               -------
    Adjusted Net
     Income                                         $44,276              $44,178                        $190,783 $173,548
                                                    =======              =======                        ======== ========
    Adjusted Net Income per share:
    Basic                                             $0.64                $0.62                           $2.72    $2.47
                                                      =====                =====                           =====    =====
    Diluted                                           $0.64                $0.62                           $2.71    $2.46
                                                      =====                =====                           =====    =====
    Weighted-average shares used
     in the calculation of GAAP Net
     Income attributable to Solera
     Holdings, Inc. and Adjusted
     Net Income per share:
    Basic                                  69,402               70,693    70,178                70,349
                                           ======               ======    ======                ======
    Diluted                                69,711               71,045    70,527                70,683
                                           ======               ======    ======                ======

    SOLERA HOLDINGS, INC.
    CONDENSED CONSOLIDATED BALANCE SHEETS
    AS OF JUNE 30, 2012 AND 2011
    (In thousands, except per share amounts)
    (Unaudited)

                                                                   June 30,
                                                                   --------
                                                           2012                  2011
                                                           ----                  ----
                                ASSETS
    Current assets:
    Cash and cash equivalents                                      $508,246             $371,101
    Accounts receivable, net of
     allowance for doubtful
     accounts of $2,356 and
     $2,769 at June 30, 2012
     and 2011, respectively                             129,264               135,589
    Other receivables                                    20,953                19,037
    Other current assets                                 23,015                24,895
    Deferred income tax assets                            7,709                10,321
                                                          -----                ------
    Total current assets                                689,187               560,943
    Property and equipment, net                          58,533                64,485
    Goodwill                                            999,892             1,059,749
    Intangible assets, net                              329,741               416,100
    Other noncurrent assets                              27,209                19,462
    Noncurrent deferred income
     tax assets                                          47,254                48,396
                                                         ------                ------
    Total assets                                                 $2,151,816           $2,169,135
                                                                 ==========           ==========
                 LIABILITIES AND STOCKHOLDERS' EQUITY
    Current liabilities:
    Accounts payable                                                $26,940              $37,798
    Accrued expenses and other
     current liabilities                                139,276               140,270
    Income taxes payable                                  7,279                10,837
    Deferred income tax
     liabilities                                          2,216                 1,187
    Current portion of long-
     term debt                                            2,861                24,042
                                                          -----                ------
    Total current liabilities                           178,572               214,134
    Long-term debt                                    1,143,012             1,020,383
    Other noncurrent
     liabilities                                         32,181                24,127
    Noncurrent deferred income
     tax liabilities                                     22,067                30,541
                                                         ------                ------
    Total liabilities                                 1,375,832             1,289,185
    Redeemable noncontrolling
     interests                                           88,603                94,841
    Stockholders' equity:
    Solera Holdings, Inc. stockholders'
     equity:
    Common shares, $0.01 par
     value: 150,000 shares
     authorized; 68,895 and
     70,795 issued and
     outstanding as of June 30,
     2012 and 2011,
     respectively                                       582,693               587,265
    Retained earnings                                   141,814               151,366
    Accumulated other
     comprehensive income
     (loss)                                             (47,273)               36,413
                                                        -------                ------
    Total Solera Holdings, Inc.
     stockholders' equity                               677,234               775,044
    Noncontrolling interests                             10,147                10,065
                                                         ------                ------
    Total stockholders' equity                          687,381               785,109
                                                        -------               -------
    Total liabilities and
     stockholders' equity                                        $2,151,816           $2,169,135
                                                                 ==========           ==========

    SOLERA HOLDINGS, INC.
    SELECTED STATEMENT OF CASH FLOWS INFORMATION
    FOR THE FISCAL YEARS ENDED JUNE 30, 2012 AND 2011
    (In thousands)
    (Unaudited)

                                                      Fiscal Year Ended June 30,
                                                      --------------------------
                                                        2012                  2011
                                                        ----                  ----
    Net cash provided by
     operating activities                                      $222,992            $211,531
    Net cash used in investing
     activities                                      (47,819)            (543,558)
    Net cash (used in)
     provided by financing
     activities                                      (17,966)              410,901
    Effect of foreign currency
     exchange rate changes on
     cash and cash equivalents                       (20,062)               51,705
                                                     -------                ------
    Net change in cash and
     cash equivalents                                137,145               130,579
    Cash and cash equivalents,
     beginning of period                             371,101               240,522
                                                     -------               -------
    Cash and cash equivalents,
     end of period                                             $508,246            $371,101
                                                               ========            ========

    Supplemental cash flow information:
    Cash paid for interest                                      $60,619             $30,884
    Cash paid for income taxes                                  $42,383             $39,289

    Supplemental disclosure of non-cash
     investing and financing activities:
    Capital assets financed                                      $1,435              $8,684
    Accrued contingent
     purchase consideration                                      $3,735                $800

About Solera:

Solera is the leading global provider of software and services to the automobile insurance claims processing industry. Solera is active in over 60 countries across six continents. The Solera companies include Audatex in the United States, Canada, and in more than 45 additional countries, Informex in Belgium and Greece, Sidexa in France, ABZ and Market Scan in the Netherlands, HPI in the United Kingdom, Hollander serving the North American recycling market, AUTOonline providing salvage disposition in a number of European and Latin American countries, IMS providing medical review services, and Explore providing data and analytics to United States property and casualty insurers. For more information, please refer to the company’s website at http://www.solerainc.com.

Cautions about Forward-Looking Statements:

This press release contains forward-looking statements, including statements about: our Mission 2020, including our ability to achieve the revenue and Adjusted EBITDA targets; growth of global markets; our expectations regarding our prospects and business outlook for fiscal year 2013; our expectations and beliefs regarding changes in foreign currency exchange rates; and statements about dividends, acquisitions, common stock repurchases, our effective tax rate and historical results or performance that may suggest trends for our business. These statements are based on our current expectations, estimates and assumptions and are subject to many risks, uncertainties and unknown future events that could cause actual results to differ materially. Actual results may differ materially from those set forth in this press release due to the risks and uncertainties inherent in our business, including, without limitation: our reliance on a limited number of customers for a substantial portion of our revenues; unpredictability and volatility of our operating results, which include the volatility associated with foreign currency exchange risks, our sales cycle, seasonality, global economic conditions, acquisitions and other factors; risks associated with and possible negative consequences of acquisitions, joint ventures, divestitures and similar transactions, including our ability to successfully integrate Explore or our other acquired businesses; effects of competition on our software and service pricing and our business; time and expenses associated with customers switching from competitive software and services to our software and services; rapid technology changes in our industry; risks associated with operating in multiple countries; effects of changes in or violations by us or our customers of government regulations; use of cash to service our debt and effects on our business of restrictive covenants in our debt facility and indenture; our ability to obtain additional financing as necessary to support our operations, including Mission 2020; costs and possible future losses or impairments relating to our acquisitions; the financial impact of future significant restructuring and severance charges; the impact of changes in our tax provision (benefit) or effective tax rate; our ability to pay dividends or repurchase shares in future periods; our dependence on a limited number of key personnel; effects of system failures or security breaches on our business and reputation; our reliance on third-party information for our software and services; and any material adverse impact of current or future litigation on our results or business. For a discussion of these and other factors that could impact our operations or financial results and cause our results to differ materially from those in the forward-looking statements, please refer to our filings with the Securities and Exchange Commission, particularly our Quarterly Report on Form 10-Q for the Quarter Ended March 31, 2012. Solera is under no obligation to (and specifically disclaims any such obligation to) update or alter its forward-looking statements whether as a result of new information, future events or otherwise.

SOURCE Solera Holdings, Inc.


Source: PR Newswire