Verint SPAC Presentation Deck slide image

Verint SPAC Presentation Deck

Estimated GAAP to Non-GAAP Fully Allocated Gross Margins - Cont'd ($ in millions) GAAP Product revenue GAAP Service revenue Total GAAP revenue Product costs Service expenses Amortization of acquired technology Stock-based compensation expenses (1) Shared support service allocation (2) Total GAAP cost of revenue GAAP gross profit GAAP gross margin Revenue adjustments Amortization of acquired technology Stock-based compensation expenses (1) Acquisition expenses, net (3) Restructuring expenses (3) Non-GAAP gross profit Non-GAAP gross margin $ $ $ For Three Months Ended April 30, 2019 Customer Engagement Note: Amounts may not cross foot due to rounding. 54.0 $ 153.1 207.1 8.5 57.5 5.4 1.1 2.4 74.9 132.2 63.8% 8.8 5.4 1.1 0.3 147.8 68.4% $ $ Cyber Intelligence 50.2 58.0 108.2 17.9 18.5 1.3 0.3 1.3 39.3 68.9 63.7% 0.1 1.3 0.3 $ 65.4% $ 0.2 70.8 $ Consolidated 104.2 211.1 315.3 26.4 76.0 6.7 1.4 3.7 114.2 201.1 63.8% 8.9 6.7 1.4 0.5 218.6 67.4% (1) Represents the stock-based compensation expenses applicable to cost of revenue, allocated proportionally to our year ended January 31, 2019, annual operations and service expense wages for each segment, and the stock-based compensation expenses applicable to cost of revenue, allocated proportionally to our year ended January 31, 2018 annual operations and service expense wages for each segment, which we believe provides a reasonable approximation for purposes of understanding the relative GAAP and non-GAAP gross margins of our two businesses. (2) Represents the portion of our shared support expenses (as disclosed in footnote 16 to our January 31, 2019 Form 10-K) applicable to cost of revenue, allocated proportionally to our year ended January 31, 2019 annual non-GAAP segment revenue, and our shared support expenses (as disclosed in footnote 15 to our January 31, 2018 Form 10-K) applicable to cost of revenue, allocated proportionally to our year ended January 31, 2018 annual non-GAAP segment revenue, which we believe provides a reasonable approximation for purposes of understanding the relative GAAP and non-GAAP gross margins of our two businesses. (3) Represents the portion of our acquisition expenses, net and restructuring expenses applicable to cost of revenue, allocated proportionally to our year ended January 31, 2019, annual non-GAAP segment revenue, and our acquisition expenses, net and restructuring expenses applicable to cost of revenue, allocated proportionally to our year ended January 31, 2018 annual non-GAAP segment revenue, which we believe provides a reasonable approximation for purposes of understanding the relative GAAP and non-GAAP gross margins of our two businesses. 54
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