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Nov 30, 2019

FranklinCovey Q1 2020 Earnings Report

Franklin Covey had a strong start to fiscal year 2020 with net sales increasing and strong growth in both the Enterprise and Education Divisions.

Key Takeaways

Franklin Covey reported a strong first quarter for fiscal year 2020, with a 9% increase in net sales to $58.6 million and a 57% increase in Adjusted EBITDA to $5.0 million. The company saw growth in both the Enterprise and Education Divisions and reaffirmed its fiscal year 2020 Adjusted EBITDA guidance.

Net sales increased by 9% to $58.6 million, driven by growth in both Enterprise and Education Divisions.

Subscription and subscription-related sales grew by 21% compared to the prior year.

Gross profit increased by 14% to $42.0 million, with gross margin improving to 71.7%.

Adjusted EBITDA increased by 57% to $5.0 million.

Total Revenue
$58.6M
Previous year: $53.8M
+8.9%
EPS
-$0.04
Previous year: -$0.1
-60.0%
Adjusted EBITDA
$5M
Previous year: $3.2M
+56.3%
Gross Margin
71.7%
Subscription Revenue
$21
Gross Profit
$42M
Cash and Equivalents
$32.8M

FranklinCovey

FranklinCovey

FranklinCovey Revenue by Segment

Forward Guidance

The Company reaffirms its previously announced Adjusted EBITDA guidance for fiscal 2020, which is expected to be in the range of $27 million to $32 million, excluding the impact of foreign exchange, which represents growth of 31% to 55% over fiscal 2019.

Positive Outlook

  • Adjusted EBITDA is expected to be in the range of $27 million to $32 million.
  • Guidance excludes the impact of foreign exchange.
  • Represents growth of 31% to 55% over fiscal 2019.
  • Company reaffirms its previously announced Adjusted EBITDA guidance for fiscal 2020.
  • Strong growth in sales and gross profit.

Challenges Ahead

  • Guidance excludes the impact of foreign exchange.
  • General economic conditions.
  • Renewals of subscription contracts.
  • The impact of new sales personnel.
  • Market acceptance of new products or services, including new AAP portal upgrades.

Revenue & Expenses

Visualization of income flow from segment revenue to net income