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Aug 31, 2022

FranklinCovey Q4 2022 Earnings Report

FranklinCovey's Q4 performance was driven by strong subscription sales and operational efficiency.

Key Takeaways

FranklinCovey reported a strong fourth quarter with a 14% increase in sales to $78.8 million. The company's performance was driven by growth in All Access Pass subscriptions and Education Division revenues. Operating income increased by 101% to $8.7 million, and Adjusted EBITDA increased by 26% to $13.3 million.

Consolidated sales increased by 14% to $78.8 million.

All Access Pass subscription and subscription services sales grew by 26% to $40.3 million.

Education Division sales grew by 17%.

Operating income increased by 101% to $8.7 million.

Total Revenue
$78.8M
Previous year: $68.9M
+14.3%
EPS
$0.39
Previous year: $0.13
+200.0%
Adjusted EBITDA
$13.3M
Previous year: $10.6M
+26.4%
Gross Profit
$59.1M
Previous year: $53.3M
+10.9%
Cash and Equivalents
$60.5M
Previous year: $47.4M
+27.6%
Free Cash Flow
$11.6M
Previous year: $14.9M
-22.0%
Total Assets
$259M
Previous year: $250M
+3.8%

FranklinCovey

FranklinCovey

FranklinCovey Revenue by Segment

Forward Guidance

Franklin Covey anticipates Adjusted EBITDA for fiscal year 2023 to increase between $47 million and $49 million in constant currency.

Positive Outlook

  • Strength and strategic durability of All Access Pass and Leader in Me membership subscriptions.
  • Continuing strong performance and momentum generated in fiscal 2022.
  • Increased investments to add an estimated 40 new client partners in fiscal 2023.
  • Additional personnel.
  • Investments in the Company’s delivery portals and content.

Challenges Ahead

  • Increased investments to add an estimated 40 new client partners in fiscal 2023, other personnel, and investments in the Company’s delivery portals and content
  • Potential for ongoing disruptions in China and Japan resulting from the COVID-19 pandemic and economic conditions in these countries
  • Potentially challenging macroeconomic conditions.
  • Ongoing disruptions in China resulting from the COVID-19 pandemic.
  • Challenging macroeconomic conditions.

Revenue & Expenses

Visualization of income flow from segment revenue to net income