Quarterly report pursuant to Section 13 or 15(d)

Segment information (Tables)

v3.8.0.1
Segment information (Tables)
 3 Months Ended
Mar. 31, 2018
Segment Information  
Schedule of revenue by segment

 

 

 

 

 

 

 

 

 

Three Months Ended

 

 

March 31,

 

 

2018

    

2017

Revenue:

 

 

 

 

 

 

Envestnet

 

$

155,988

 

$

121,318

Envestnet | Yodlee

 

 

42,023

 

 

36,468

Consolidated revenue

 

$

198,011

 

$

157,786

 

 

 

 

 

 

 

Fidelity revenue as a percentage of Envestnet segment revenue:

 

 
20%

 

 
19%

 

Schedule of income (loss) from operations by segment

 

 

 

 

 

 

 

 

 

Three Months Ended

 

 

March 31,

 

 

2018

    

2017

Envestnet

 

$

15,861

 

$

13,511

Envestnet | Yodlee

 

 

(4,409)

 

 

(7,708)

  Total segment income from operations

 

 

11,452

 

 

5,803

Nonsegment operating expenses

 

 

(12,190)

 

 

(9,157)

Other expense, net

 

 

(5,254)

 

 

(5,483)

Consolidated loss before income tax provision (benefit)

 

 

(5,992)

 

 

(8,837)

Income tax provision (benefit)

 

 

(13,994)

 

 

4,298

Consolidated net income (loss)

 

 

8,002

 

 

(13,135)

  Add: Net loss attributable to non-controlling interest

 

 

102

 

 

 —

Consolidated net income (loss) attributable to Envestnet, Inc.

 

$

8,104

 

$

(13,135)

 

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

 

 

 

 

 

 

 

March 31,

 

December 31,

 

2018

    

2017

Segment assets:

 

 

 

 

 

Envestnet

$

574,718

 

$

353,048

Envestnet | Yodlee

 

507,411

 

 

509,004

Consolidated total assets

$

1,082,129

 

$

862,052

 

 

 

 

 

 

 

 

Three Months Ended

 

March 31,

 

2018

    

2017

Segment depreciation and amortization:

 

 

 

 

 

Envestnet

$

11,473

 

$

6,421

Envestnet | Yodlee

 

8,073

 

 

9,414

Consolidated depreciation and amortization

$

19,546

 

$

15,835

 

 

 

 

 

 

 

 

Three Months Ended

 

March 31,

 

2018

    

2017

Segment capital expenditures:

 

 

 

 

 

Envestnet

$

8,192

 

$

5,351

Envestnet | Yodlee

 

1,395

 

 

747

Consolidated capital expenditures

$

9,587

 

$

6,098