$ADS (Alliance Data Systems Corporation)

$ADS {{ '2016-01-29T12:53:17+0000' | timeago}} • Webcast

$ADS spent $952MM in FY15 acquiring 3.4MM shares at an average price of about $280 per share. In FY16, company expects its capital allocation to shift to M&A first in the $400-500MM range, and then to share repurchase of up to $500MM Board authorization. In FY16, $ADS expects to maintain or lower leverage ratio of about 2.7x.

$ADS {{ '2017-10-19T13:23:49+0000' | timeago}} • Infographic

$ADS Alliance Data Systems Corporation Earnings AlphaGraphic: Q3 2017 Highlights

$ADS {{ '2017-10-19T13:08:19+0000' | timeago}} • Announcement

$ADS declared a quarterly cash dividend of $0.52 per share on the company's common stock, payable on December 19, 2017 to stockholders of record on November 14, 2017.

$ADS {{ '2017-10-19T12:44:20+0000' | timeago}} • Announcement

For FY17, $ADS sees revenue growth of 9% to $7.8Bil, and core EPS of $18.10, a 7% increase over FY16. For FY18, revenue is expected to be $8.7Bil, up 12% over FY17, and core EPS of $21.50, representing a 19% increase over FY17.

$ADS {{ '2017-10-19T12:39:09+0000' | timeago}} • Announcement

$ADS' revenue edged up 1% to $1.91Bil and EPS rose 18% to $4.20 in 3Q17, partly helped by the normalization in credit quality. Net income rose to $233MM from $208MM a year ago. Also during the quarter, adjusted EBITDA increased 7% to $550MM, while core EPS jumped 13% to $5.35.

$ADS {{ '2017-09-15T12:01:27+0000' | timeago}} • Announcement

$ADS, a provider of loyalty and marketing services, has logged a 13% growth in average receivables at $15.7Bil in its Card Services segment for the month of Aug, 2017. While the net charge-offs stood at $84.1MM, the delinquency rate was 5.3% for the month.

$ADS {{ '2017-08-15T12:29:19+0000' | timeago}} • Announcement

$ADS provided an update on its Card Services segment for the month of July 2017. Average receivables grew 17% to $16.1Bil and net charge offs was $81.11MM. Delinquency rate as of July 31, 2017 was 5.17%.

$ADS {{ '2017-07-27T14:02:23+0000' | timeago}} • Announcement

$ADS has increased its stock repurchase program for 2017 by $500MM, which will result in an aggregate authorization of up to $1Bil. The company also extended the term of the repurchase to July 31. The repurchase will be financed primarily through free cash flow. Alliance expects to maintain moderate levels of debt during the course of the program.

$ADS {{ '2017-07-20T12:39:09+0000' | timeago}} • Announcement

$ADS has declared a quarterly cash dividend of $0.52 per share on its common stock. The dividend is payable on September 19, 2017, to stockholders of record on August 14, 2017.

$ADS {{ '2017-06-22T12:43:46+0000' | timeago}} • Announcement

Epsilon, an $ADS company, expanded its long-standing relationship with Volvo Car USA (VCUSA). Epsilon has worked with VCUSA on customer relationship management and retail assignments since 2009. Epsilon will develop and execute data-driven direct and digital marketing programs focused on owner loyalty and service retention.

$ADS {{ '2017-06-20T12:36:15+0000' | timeago}} • Announcement

The card services unit of $ADS has signed a multi-year agreement to provide private label credit card services to duty-free jeweler Diamonds International. As per the deal, Alliance will implement a customized, multi-channel credit program for Diamonds, designed to help deliver rapid approvals, incremental sales and increased transaction size.

$ADS {{ '2017-06-16T12:08:31+0000' | timeago}} • Announcement

Marketing solutions provider $ADS said LoyaltyOne, its European-based BrandLoyalty business, signed a multi-year agreement with $DIS unit Disney EMEA to develop the retail loyalty market throughout Europe, Middle East and Africa for EMEA. It will run from 2018 to 2021.

$ADS {{ '2017-06-15T12:28:12+0000' | timeago}} • Announcement

In May 2017, $ADS reported 17% YoY growth in average receivables to $15.74Bil. Meanwhile, delinquency rate was 4.9% as of May 31, 2017, higher than 4.4% as of May 31, 2016.

$ADS {{ '2017-05-25T13:58:17+0000' | timeago}} • Announcement

$ADS said its Columbus, Ohio-based card services business and $SIG  signed an agreement whereby $ADS will buy prime-only credit quality accounts with a value of about $1Bil in receivables from $SIG's existing credit card portfolio. Closing of the transaction is expected in 4Q17.

$SIG {{ '2017-05-25T13:54:50+0000' | timeago}} • Webcast

$SIG expects that the process of outsourcing its credit portfolio will have minimal impact to its business. The company expects to close the sale of prime quality credit portfolio with $ADS and transitioning the servicing of retained accounts receivables to Genesis in October 2017.

$SIG {{ '2017-05-25T13:25:27+0000' | timeago}} • Announcement

$SIG will sell $1Bil of its prime-only credit quality accounts receivable to $ADS at par value. Additionally, under a 7-year agreement, $ADS will become the primary provider of credit funding, servicing and associated program functions to $SIG's Kay, Jared and Regional brands' customers.

$ADS {{ '2017-04-20T13:55:29+0000' | timeago}} • Webcast

$ADS expects to see good growth from the auto vertical in 2017. This is mainly due to the dealerships signing up for the data-driven personalized marketing and communication that $ADS is doing. The company believes the other verticals are also in a fairly healthy position.

$ADS {{ '2017-04-20T13:40:37+0000' | timeago}} • Webcast

$ADS currently has about 1,300 associates in India and the target will be to grow this within the Epsilon division. The company does not expect to see EBITDA margin expansion from this currently but it allows $ADS to be more price-competitive on its core Technology Platform offerings. $ADS expects it to help grow revenue and sustain EBITDA margin.

$ADS {{ '2017-04-20T12:51:29+0000' | timeago}} • Announcement

For FY17, $ADS expects revenue of $7.7Bil and core EPS of approx. $18.50.

$ADS {{ '2017-04-20T12:47:48+0000' | timeago}} • Announcement

During 1Q17, $ADS's LoyaltyOne segment revenue fell 6% YoY to $333MM. Epsilon revenue rose 7% to $529MM while card services revenue rose 22% to $1Bil.

$ADS {{ '2017-04-20T12:41:38+0000' | timeago}} • Announcement

Marketing solutions provider $ADS reported a 8% dip in the net earnings in 1Q17, despite a 10% increase in diluted EPS, mainly due to lower share count. Net income fell to $146MM from $159MM during 1Q16. Revenue rose 12% YoY to $1.87Bil from $1.67Bil during the  prior year period.

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