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Jun 30, 2020

Trimble Q2 2020 Earnings Report

Trimble's revenue decreased by 14% year-over-year, but ARR and operating margin increased.

Key Takeaways

Trimble reported a decrease in revenue compared to the previous year, but experienced growth in annualized recurring revenue and operating margin. The company acknowledges ongoing macroeconomic challenges due to the COVID-19 pandemic.

Annualized recurring revenue (ARR) increased by 6% compared to the second quarter of 2019, reaching $1.21 billion.

GAAP operating margin was 13.3% of revenue, compared to 12.8% in the second quarter of 2019.

Non-GAAP operating margin was 23.1% of revenue, compared to 20.5% of revenue in the second quarter of 2019.

GAAP revenue was $733.6 million, a 14% decrease compared to the second quarter of 2019.

Total Revenue
$734M
Previous year: $855M
-14.2%
EPS
$0.52
Previous year: $0.53
-1.9%
Annual Recurring Revenue
$1.21B
Previous year: $1.14B
+6.0%
Operating Margin
13.3%
Previous year: 12.8%
+3.9%
Gross Profit
$406M
Previous year: $461M
-11.9%
Cash and Equivalents
$196M
Previous year: $200M
-1.6%
Total Assets
$6.65B
Previous year: $5.88B
+13.1%

Trimble

Trimble

Trimble Revenue by Segment

Forward Guidance

Trimble is not providing a financial outlook for the third quarter of 2020 or the remainder of 2020 due to continued global economic uncertainty caused by the COVID-19 pandemic.

Revenue & Expenses

Visualization of income flow from segment revenue to net income