2020 Highlights and Growth Strategy slide image

2020 Highlights and Growth Strategy

NON-GAAP RECONCILIATION (cont'd) Non-GAAP income from operations and operating margin reconciliation: Three Months Ended December Non-GAAP income tax expense (benefit) and effective tax rate reconciliation: 31, Year Ended December 31, Three Months Ended December 31, Year Ended December 31, 2020 2019 2020 2019 2020 GAAP revenues $ 411,506 $ (in thousands) 262,979 2019 (in thousands) 2020 2019 $ 1,385,951 $ 1,230,593 GAAP income from operations $ GAAP income before income taxes 64,631 $ 63,423 206,979 8,356 $ 214,124 $ 128,649 6,220 119,322 GAAP income from operations $ Non-GAAP cost of sales adjustments (1) 64,631 1,550 $ 8,356 3,329 $ 214,124 $ 6,701 128,649 11,485 Non-GAAP selling, general and administrative expenses adjustments (2) 20,850 Non-GAAP income from operations $ 87,031 $ 1,173 12,858 $ 41,736 262,561 $ 2,871 143,005 Non-GAAP income from operations (1) GAAP non-operating income (expenses): Foreign currency gains (losses), net Interest income $ 87,031 $ 12,858 $ 262,561 $ 143,005 306 26 (430) 108 (1,128) 215 (1,323) 601 Interest expense (1,149) (1,893) GAAP operating margin 15.7% 3.2 % 15.4 % 10.5° Other income (expense), net Non-GAAP operating margin 21.1 % 4.9% 18.9% 11.6° Non-GAAP income before income taxes $ (391) 85,823 $ 79 10,722 $ (6,742) 510 255,416 $ 133,678 (8,636) 31 (1) See 'Non-GAAP cost of sales and gross margin reconciliation' above for more details. (2) See 'Non-GAAP selling, general and administrative expenses reconciliation' above for more details. GAAP income tax benefit Tax effect of non-GAAP operating adjustments Benefit of U.S. deferred tax assets previously subject to valuation allowance in 2019 $ (119,907) $ 6,014 (13,693) 1,126 $ (105,882) $ 12,123 (175) 3,589 14,655 14,655 Intra-entity IP transfer (2) Non-GAAP income tax expense $ 127,718 13,825 $ 127,718 2,088 $ 33,959 $ 18,069 GAAP effective income tax rate Non-GAAP effective income tax rate (189.1)% 16.1 % (220.1)% 19.5 % (51.2)% (0.1)º 13.3 % 13.59 crocs™ (1) See 'Non-GAAP income from operations and operating margin reconciliation' above for more details. (2) Represents changes to our international legal structure, including an intra-entity transfer of certain intellectual property rights, primarily to align with current and future international operations. The transfer resulted in a step -up in tax basis of intellectual property rights and a correlated increase in foreign deferred tax assets based on the fair value of the transferred intellectual property rights. 28
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