Channel's winners and losers on the ASX in the first half

Data#3

Revenue: $457.5 million for half year to 31 December, up 12%
NPAT: $4.3 million for half year to 31 December, up 19.2%

What they said: "Our public cloud solutions business is growing first at 36 percent. Our goal around public cloud is to have $100 million in June. At the same time, we’re seeing an increase in networking, communications and the end-user computing business." - chief executive Laurence Baynham

Read more: Data#3 targets $100 million in public cloud sales

Telstra

Revenue: $14.2 billion for half year to 31 December, up 9.1%
EBITDA: $5.4 billion for half year to 31 December, up 1.7%
NPAT:$2.1 billion for half year to 31 December, up 0.8%

What they said: "Our results have been achieved against increased mobile competition and acceleration in the NBN multi- technology model roll out. We have continued to innovate and develop products and services to meet changing customer preferences and expectations in our fixed and mobile businesses." - Telstra chief executive Andrew Penn.

Read more: Telstra's $2.7bn IT services arm still in ‘growth phase’

Dicker Data

Revenue: $1.1 billion for full year to 31 December, up 15%
EBITDA: $42.6 million for full year to 31 December, up 68%
NPAT: $20.4 million for full year to 31 December, up 570%

What they said: "We exceeded $1 billion dollars in sales and more importantly we made $31.6m of net profit (before tax). “We had set a goal for 2015 of over $30m and initially projected $30.9m. We were able to comfortably exceed that. A very satisfying outcome.” - Chief executive David Dicker

Read more: Dicker Data profit skyrockets 570%

JB Hi-Fi

Revenue: $2.12 billion for half year to 31 December, up 7.7%
EBITDA: $154.7m for half year to 31 December, up 6.4%
NPAT: $95.2 million for half year to 31 December, up 7.5%

What they said: While sales for software was down 4.6 percent, revenue was held up by JB Hi-Fi’s expansion into the small appliances and whitegoods business. During the six-month period, four new JB Hi-Fi Home stores were opened and nine existing stores were converted to JB Hi-Fi Home locations. Hardware and services are still the biggest earner, account for 84 percent of sales.

Read more: JB Hi-Fi cracks $2bn sales for half-year

DWS

Revenue: $68.1 million for half year to 31 December, up 46%
EBITDA: $11.7m for half year to 31 December, up 51%
NPAT: $7.6 million for half year to 31 December, up 49%

What they said: DWS put the strong results down to high demand across a number of regions as well as the two major acquisitions it made in 2015. DWS in June spent $8.5 million to buy user experience design company Symplicit. In August, DWS spent another $19.5 million to acquire a majority stake in IT consulting and procurement company Phoenix IT.

Read more: DWS boasts mini-revival after two bad years

Optus

Revenue: $2.4 billion for quarter year to 31 December, up 6.3%
EBITDA: $685 million for quarter year to 31 December, up 5.1%
NPAT: $227 million for quarter year to 31 December, up 9.1%

Highlights: The ICT and managed services business alone pulled in $176 million for the three months ending 31 December. Overall managed services revenue was up 20 percent for the year so far, reaching $461 million in the past nine months.

Read more: Optus makes $461m in nine months from managed services

Hills Limited

Revenue: $164.1 million for half year to 31 December, down 27.2%
EBITDA: $5.4 million for half year to 31 December, down 73.5%
NPAT: $69 million loss for half year to 31 December, down from profit of $9.2 million

What they said: “While the trading EBITDA results of the Hills business show positive signs of improvement, it is disappointing and distracting to have to recognise some further significant non-operating accounting charges in FY16." - Hills chief executive Grant Logan.

Read more: Hills posts another huge loss after slashing more goodwill

Cirrus Networks

Revenue: $6.5 million for half year to 31 December, up 6%
NPAT: $6.7 million loss for half year to 31 December, down from $99,479 profit

Context: The loss was due to a one-off expense of $5.6 million from the reverse acquisition with Liberty Resources in May.

Highlights: The company continued to invest in its managed services business, and scored $2 million in contracts since it was established. Cirrus also acquired L7 Solutions for $500,000, with founder Matthew Sullivan stepping up to managing director later this year.

Read more: Cirrus scores $2 million swag of managed services deals

Rhipe

Revenue: $69.5 million for half year to 31 December, up 44%
EBITDA: $3.2 million for half year to 31 December, up 17%
Net loss: $772,000 for half year to 31 December, down from a $317,000 year-on-year

What they said: Rhipe launched its Microsoft Cloud Solutions Partner Program in the half and has already added 482 customers to program, 163 of which were completely new Rhipe customers.

Chief executive Dominic O’Hanlon explained the loss, saying that recent investments throughout the year were funded through the company’s profit, and the distributor has no external debt facilities.

Read more: Microsoft distributor Rhipe posts record revenue

Vocus

Revenue: $176 million for half year to 31 December, up 181%
EBITDA: $62.3 million for half year to 31 December, up 188%
NPAT: $27.4 million for half year to 31 December, up 203%

Highlight: Vocus’ profit tripled in the year ahead of its mega-merger with M2 Group. The huge growth was attributed to the merger with Amcom earlier in the year.

The merger was completed in February, creating a telco giant with a market capitalisation of $3 billion.

Read more: Vocus profit tripled ahead of M2 merger

Melbourne IT

Revenue: $150.3 million for half year to 31 December, up 21%
EBITDA: $16.5 million for half year to 31 December, up 29%
NPAT: $5.6 million for half year to 31 December, up 1020%

What they said: “Possibly the most encouraging aspect of these results is the growth in our solutions revenues in both enterprise services and SMB. The transformation of our ES division from a dedicated hosting business to a digital solutions business is well entrenched now and continues to gain momentum." – Chief executive Martin Mercer

Read more: Melbourne IT celebrates 1000% profit boost

Macquarie Telecom

Revenue: $100.1 million for half year to 31 December, up 5%
EBITDA: $15.6 million for half year to 31 December, up 32%
NPAT: $1.9 million for half year to 31 December, up from a $2.5 million loss

What they said: “Our commitment to world class customer services has translated into strong customer retention and revenue growth. We are also leveraging our investments in our data centre facilities in Sydney and Canberra to drive profit growth.” - Chief executive David Tudehope.

Read more: MacTel profit jumps 178% after closing Ninefold

SMS Management and Technologies

Revenue: $168.1 million for half year to 31 December, down 5%
EBITDA: $11 million for half year to 31 December, down 19%
NPAT: $7.1 million for half year to 31 December, down 18%

Highlights: SMS chief executive Jacqueline Korhonen was upbeat after the company secured several financial services and government contracts worth a total of $214 million in the six-month period.

Read more: Unexpected client termination hurts SMS sales

MyNetFone

Revenue: $84 million for half year to 31 December, up 177%
EBITDA: $8.2 million for half year to 31 December, up 64%
NPAT: $4 million for half year to 31 December, up 29%

What they said: “With a discerning and conservative approach, the board of MNF Group will continue to actively search for further acquisition opportunities, whilst we remain totally committed to driving growth and performance within the business.”

Read more: MyNetFone parent's revenues surge 177% after acquisition

NextDC

Revenue: $42.1 million for half year to 31 December, up 51%
EBITDA: $11.4 million for half year to 31 December, up 279%
NPAT: $644,000 for half year to 31 December, up from a $5.8 million net loss

What they said: "NextDC has been going from strength to strength in the past six months, announcing new data centre builds on the back of our Brisbane and Melbourne facilities nearing capacity, and the market’s support of our capital raising in the last few months of 2015.” - chief executive Craig Scroggie

Read more: NextDC clinches rare profit

RXP Services

Revenue: $56 million for half year to 31 December, up 54%
EBITDA: $7.7 million for half year to 31 December, up 172%
NPAT: $5.6 million for half year to 31 December, up 172%

What they said: RXP chief executive Ross Fielding put the results down to strong utilisation and stable gross margins. The company expanded its headcount by an additional 184 staff during the half.

Read more: RXP’s profits rocket 172%

Cellnet

Revenue: $41.8 million for half year to 31 December, down 4.4%
NPAT: $1.63 million for half year to 31 December, down 6.45%

What they said: “The result was achieved despite difficult trading conditions exacerbated by the Dick Smith group suspending all purchasing in the lead up to the Christmas trading period." - chairman Alexander Beard

Read more: Mobile distie battles Dick Smith pain with stable result

CSG

Revenue: $116.9 million for half year to 31 December, up 8%
EBITDA: $17.3 million for half year to 31 December, up 12%
NPAT: $11.1 million for half year to 31 December, up 10%

What they said: “We are pleased with the continued success of our new technology as a service offering. We are excited to be working with some of the world’s leading technology brands in delivering innovative cloud solutions to our SMEs and enterprise customers.”

Read more: CSG’s half-year sales increase eight percent

ASG Group

Revenue: $88.2 million for half year to 31 December, up 12.6%
EBITDA: $12.7 million for half year to 31 December, up 14.4%
NPAT: $5.5m for half year to 31 December, down 2.8%

Highlights: Chief executive Geoff Lewis said that ASG had over $200 million contracts signed in the last 12 months, expecting that total to top $340 million by the end of the fiscal year.

Read more: ASG Group revenues up after signing $200m of contracts

Over The Wire

Revenue: $11 million for half year to 31 December, up 45%
EBITDA: $2.4m for half year to 31 December, up 85%
NPAT: $1.4 million for half year to 31 December, up 123%

What they said: "We are pleased with the performance of business over the last six months,” he said. “Together with listing in December 2015 and completing two acquisitions, we have been able to maintain strong organic growth.” - Managing director Michael Omeros

Read more: Brisbane provider doubles profit in first public result

MYOB

Revenue: $328 million for half year to 31 December, up 10%
EBITDA: $153 million for half year to 31 December, up 19%
NPAT: $86 million for half year to 31 December, up 22%

What they said: “We enter 2016 with great momentum. We believe the accounting industry is transforming, with transaction processing, compliance and advisory services converging into one connected business process.” - Chief executive Tim Reed.

Read more: MYOB grows revenue 10%

Citadel

Revenue: $46.8 million for half year to 31 December, up 57%
EBITDA: $12.6 million for half year to 31 December, up 515%
NPAT: $5.6 million for half year to 31 December, up 312%

What they said: “Notwithstanding our quality outcomes [in terms of both education and employment pathways] and improvements made in campus facilities, there was a decrease in revenue resulting from continuing adverse media about the vocational education sector, the conduct of certain private providers, and a concomitant changing regulatory environment, which have all impacted enrolment numbers and the cost of student acquisition.”

Read more: Canberra IT provider Citadel posts 500% surge in earnings

PS&C

Revenue: $41.2 million for half year to 31 December, up 4.3%
NPAT: $3.1 million for half year to 31 December, up 51.1%

What they said: “While our normalised earnings were lower than the first half last year, we remain confident there is enough pipeline and activity in our segments to record a good result for the full year. As usual, the last quarter will be important to our full-year results." - Managing director Kevin McLaine

Read more: PS&C half-year profit grows

Harvey Norman

Revenue: $3.3 billion for half year to 31 December, up 8%
EBIT: $276.6 million for half year to 31 December, up 26.8%
NPAT: $185.5 million for half year to 31 December, up 30%

What they said: "Our brands continue to focus on providing customers with the right products in the right environment whether that be in-store or online and to deliver a seamless experience." - chief executive Gerry Harvey

Read more: Harvey Norman half-year profits rise 30%

Empired

Revenue: $78.5 million for half year to 31 December, up 56%
NPAT: $3.7 million loss for half year to 31 December, down from $4.8 million profit.

What they said: “Whilst we are disappointed with first-half trading results, they are largely a result of integration-related activities." - Chief executive Russell Baskerville

Read more: Empired admits “disappointing” start to year

JCurve

Revenue: $4.9 million for half year to 31 December, down 19%
NPAT: Net loss of $2.8 million for half year to 31 December

What they said: “By leveraging our core strengths and capabilities, we will continue to grow the JCurve business by focusing on customers, building a large and sustainable base of monthly recurring revenue and maximising the value of the TEMS business through productivity" - JCurve chief executive Stephen Canning

Read more: JCurve pins hopes on SaaS as it loses $2.8m