Quarterly report pursuant to Section 13 or 15(d)

Segment information (Tables)

v3.7.0.1
Segment information (Tables)
 3 Months Ended
Mar. 31, 2017
Segment Information  
Schedule of revenue by segment

 

 

 

 

 

 

 

 

 

Three Months Ended

 

 

March 31,

 

 

2017

    

2016

Revenue:

 

 

 

 

 

 

Envestnet

 

$

121,318

 

$

103,190

Envestnet | Yodlee

 

 

36,468

 

 

28,631

Consolidated revenue

 

$

157,786

 

$

131,821

 

 

 

 

 

 

 

Fidelity revenue as a percentage of Envestnet segment revenue:

 

 
19%

 

 
20%

 

Schedule of income (loss) from operations by segment

 

 

 

 

 

 

 

Three Months Ended

 

March 31,

 

2017

    

2016

Envestnet

$

13,511

 

$

9,574

Envestnet | Yodlee

 

(7,708)

 

 

(14,041)

  Total segment income (loss) from operations

 

5,803

 

 

(4,467)

Nonsegment operating expenses

 

(9,157)

 

 

(8,293)

Other expense, net

 

(5,483)

 

 

(3,949)

Consolidated loss before income taxes (benefit)

 

(8,837)

 

 

(16,709)

Income tax provision (benefit)

 

4,298

 

 

(5,716)

Consolidated net loss

 

(13,135)

 

 

(10,993)

  Add: Net loss attributable to non-controlling interest

 

 —

 

 

 —

Consolidated net loss attributable to Envestnet, Inc.

$

(13,135)

 

$

(10,993)

 

Summary of consolidated total assets, consolidated depreciation and amortization and consolidated capital expenditures

 

 

 

 

 

 

 

March 31,

 

December 31,

 

2017

    

2016

Segment assets:

 

 

 

 

 

Envestnet

$

328,887

 

$

341,602

Envestnet | Yodlee

 

525,258

 

 

530,799

Consolidated total assets

$

854,145

 

$

872,401

 

 

 

 

 

 

 

 

Three Months Ended

 

March 31,

 

2017

    

2016

Segment depreciation and amortization:

 

 

 

 

 

Envestnet

$

6,421

 

$

6,065

Envestnet | Yodlee

 

9,414

 

 

10,015

Consolidated depreciation and amortization

$

15,835

 

$

16,080

 

 

 

 

 

 

 

 

Three Months Ended

 

March 31,

 

2017

    

2016

Segment capital expenditures:

 

 

 

 

 

Envestnet

$

5,351

 

$

2,029

Envestnet | Yodlee

 

747

 

 

1,170

Consolidated capital expenditures

$

6,098

 

$

3,199