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BEA Looks to VOIP, SOA

BEA Systems Inc.s (Nasdaq: BEAS) second-quarter revenues showed license growth up, despite software industry trends. And execs see VOIP and SOA in the company's future (see BEA Delivers Growth in Q2).

BEA's results, announced last night, show revenues of $285.2 million, 9 percent above the same period last year. The figure was just below analysts’ estimates of $285.88 million.

The company’s GAAP net income was $36.1 million, up 18 percent from $30.6 million a year ago. GAAP earnings per share were 9 cents, up from 7 cents in the same period last year. This was in line with analysts’ estimates.

BEA’s license revenues were up to $118.3 million during the quarter, growing 2 percent from the same period last year. Crucially, this bucked the recent trend in the software industry, in which license revenues have proven a sore point for many vendors (see Software Slump Is Deal Time and Are We out of the Woods Yet?).

During a conference call, Alfred Chuang, BEA’s CEO, predicted that VOIP and Service Oriented Architectures (SOAs) will play an increasingly important role for the company in the future. “We believe that these will be drivers of IT spending over the next few years,” he said.

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