Tellabs Misses 1Q Earnings and Rev

Tellabs Inc. (TLAB) reported weak financial results for the first quarter of 2013, missing the Zacks Consensus Estimate. GAAP net loss in the reported quarter was $55.9 million or a loss of 16 cents per share compared with a net loss of $139.8 million or 38 cents per share in the prior-year quarter. Quarterly adjusted (excluding special items) net loss per share of 5 cents was higher than the Zacks Consensus Estimate of a loss of 4 cents per share. First-quarter 2013 total revenue of $209.4 million was down 18.8% year over year and also below the Zacks Consensus Estimate of $212 million.

Quarterly gross margin was 34.5% compared with 37.1% in the year-ago quarter. Operating expenses, in the reported quarter, were $133.1 million compared with $232.6 million in the prior-year quarter. During the first quarter of 2013, the company repurchased 12 million shares for a total consideration of $26 million.

During the first quarter of 2013, Tellabs used $5.4 million of cash for operations compared with $37.5 million in the prior-year quarter. Free cash flow, during the reported quarter was negative $8.5 million compared with negative $42.5 million in the year-ago quarter. Tellabs exited first quarter 2013 with $571.6 million of cash and marketable securities on its balance sheet compared with $604.4 million at the end of 2012. Further, there was no outstanding debt on its balance sheet.

Optical Segment

The Optical segment revenues were $93.1 million, down 10.8% year over year. The decline was primarily driven by significantly lower sales of the Tellabs 5000 digital cross-connects systems and Tellabs 6300 managed transport systems. The segment profit was $12.8 million compared with $14.8 million in the year-ago quarter.

Data Segment

Total revenue generated by the Data segment was $32.9 million, down 52.6% year over year, hamstrung by lower sales of the Tellabs 8100 managed edge systems and the Tellabs 8800 and 8600 multiservice router series. The segment generated a loss of $14.8 million compared with a loss of $5 million in the prior-year quarter.

Access Segment

Total revenue of the Access segment was $39 million, up 8.6% year over year. The rise in revenues was attributed to higher sales of Tellabs1600 single-family optical network terminals and the Tellabs 1000 access systems. The segment’s profit surged to $8.2 million, from $6.4 million recorded in the prior-year quarter.

Services Segment

Total revenue of the Service segment was $44.4 million, down 7.9% year over year, hurt by lower revenues generated from the deployment services and support systems. The segment profit fell to $14.6 million from $15.2 million in the prior-year quarter.