PLATO
Learning, Inc. provider of K-adult computer-based and e-learning
solutions, today announced revenues of $17.0 million for its first
quarter ended January 31, 2007 compared to $23.5 million for the first
quarter of fiscal 2006. Orders for the first quarter were $12.8 million
compared to $16.3 million in 2006. A revenue decline was not unexpected
as the Company continued its transition from perpetual license
products, for which revenue is recognized upon delivery, to
subscription license products for which revenue is recognized over the
subscription period. However, total orders for the quarter fell short
of the Company's goal. Despite the $6.5 million decline in revenues,
the Company's net loss for the period increased only $1.3 million to
($4.5) million, or ($0.19) per share, as operating costs and expenses
declined by over $5.1 million.
Orders for subscription-based
courseware products, which are the foundation of the Company's new
product strategy, grew more than 160% for the quarter, but were not
sufficient to offset a $1.8 million decline in Supplemental Education
Services orders, a line of business the Company exited in 2006, and
declining sales emphasis on the Company's legacy perpetual license
products.
Mike Morache, PLATO Learning
President and CEO said, "As expected, our long-term strategy to deliver
all of our solutions on a subscription basis over the internet has
resulted in a decline in reported revenues compared to this time last
year principally due to the difference in revenue recognition timing
between perpetual and subscription products. The transition from
perpetual license products, which have price points of up to three
times greater than subscription-based products, continues to create
challenges in achieving near-term order growth. Over time, subscription
renewals are expected to more than offset these price point
differentials. However, we will not fully realize the leverage of
subscription renewals until this transition is complete, and the first
renewal period for products delivered on our new courseware management
system, the PLATO Learning Environment (PLE), does not occur until the
third quarter of this year. We are pleased with the progress our new
subscription-based products are making in the marketplace. In just
seven months since its initial release, PLE continues to operate at
100% up-time and has over 196,000 users in more than 1,400 schools
around the country."
"Our transition has required
us to make many significant, difficult changes across all parts of our
business. We are pleased with the progress we have made in many areas
of required change. In just over 15 months since announcing our new
subscription-based strategy, we have built a world-class product
development organization, released 43 new or upgraded products to the
market, streamlined, simplified and improved most of our internal
business processes, and significantly lowered our cost structure.
However, we have not yet achieved the full productivity of our sales
organization. Recently we announced the resignation of the head of our
K-12 sales organization and are actively pursuing a replacement. While
there is short-term risk that this change may be disruptive, we believe
it is an opportunity to improve our sales effectiveness as we head into
our peak selling season."
Press Release, March 6.
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