Renaissance Learning, Inc. Announces Second Quarter 2009 Results


WISCONSIN RAPIDS, Wis., July 16, 2009 (GLOBE NEWSWIRE) -- Renaissance Learning(tm), Inc. (Nasdaq:RLRN), a leading provider of technology to support personalized practice, differentiated instruction, and progress monitoring in reading, math, and writing for pre-K-12 schools and districts, today announced financial results for the quarter ended June 30, 2009. Revenues for the second quarter of 2009 were $28.5 million, an increase of 1.5% from second quarter 2008 revenues of $28.0 million. Net income was $4.1 million, or $.14 per share, compared to net income of $3.3 million, or $.11 per share, for the second quarter last year.

Revenues for the six-month period ended June 30, 2009 were $57.3 million, down 0.2% from 2008 revenues of $57.4 million. Net income was $8.0 million for the six-month period ended June 30, 2009, up 35.0% from the prior year's net income of $6.0 million. Earnings per share for the first half of 2009 were $.28, compared to $.21, in the first six months of 2008.

"Achieving growth in both sales and earnings for the quarter in this challenging economic environment is gratifying," commented Terrance D. Paul, Chief Executive Officer. "Revenue continues to be positively impacted by the recognition of deferred revenue from orders booked in prior periods, and our cost savings efforts helped reduce operating expenses by $1.1 million. The net effect of improved revenue and cost reductions is a 24% increase in our earnings for the quarter.

"Unfortunately, the recession has had a severe impact on state budgets and on education spending," continued Paul. "States and districts have been slow to commit the federal American Recovery and Reinvestment Act (ARRA) funds that, coupled with general uncertainty regarding federal and state budget availability, has caused many districts to delay ordering. This impacted our orders for the second quarter, which were down 11%, though it is difficult to determine how much of this decline is due to delays caused by ARRA and state budget uncertainty versus overall lower spending plans as a result of budget reductions. However, we expect the ARRA funding will be spent in the months ahead, which we believe should help reduce the impact of state budget cuts and improve the order picture for the second half of the year.

"Despite the economic challenges, we know our customers understand the value of our products in accelerating learning," added Paul. "That customer trust, combined with careful cost management, gives us confidence that we will weather the economic storm so we can achieve solid financial growth in the future."

Renaissance Learning added approximately 600 new customer schools during the quarter, bringing total schools worldwide that are actively using the Company's products to over 74,000. Of these, more than 28,000 are actively using at least one product running on the Renaissance Place platform.

The Company will hold a conference call at 5:00 p.m. EDT today to discuss its financial results, quarterly highlights, and business outlook. The teleconference may be accessed in listen-only mode by dialing 877-869-3847 at 5:00 p.m. EDT. Please call a few minutes before the scheduled start time to ensure a proper connection.

A digital recording of the conference call will be made available on July 16, 2009 at 8:00 p.m. through July 23, 2009 at 11:59 p.m. The replay dial-in is 877-660-6853. The conference account number to access the replay is 350 and replay ID number is 326592.

Renaissance Learning, Inc.

Renaissance Learning, Inc. is the world's leading provider of computer-based assessment technology for pre-K-12 schools. Adopted by more than 74,000 schools, Renaissance Learning's tools provide daily formative assessment and periodic progress-monitoring technology to enhance core curriculum, support differentiated instruction, and personalize practice in reading, writing and math. Renaissance Learning products help educators make the practice component of their existing curriculum more effective by providing tools to personalize practice and easily manage the daily activities for students of all levels. As a result, teachers using Renaissance Learning products accelerate learning, get more satisfaction from teaching, and help students achieve higher test scores on state and national tests. Renaissance Learning has seven U.S. locations and subsidiaries in Canada and the United Kingdom.

This press release contains forward-looking statements made pursuant to the safe harbor provision of the Private Securities Litigation Reform Act of 1995, including statements regarding growth initiatives, growth prospects, cost reductions and management's expectations regarding orders and financial results for 2009 and future periods. These forward-looking statements are based on current expectations and various assumptions which management believes are reasonable. However, these statements involve risks and uncertainties that could cause actual results to differ materially from any future results encompassed within the forward-looking statements. Factors that could cause or contribute to such differences include the failure of AR and AM Enterprise and laptop orders to achieve expected growth targets, a decline in quiz sales that exceeds forecasts, risks associated with the implementation of the Company's strategic growth plan, dependence on educational institutions and government funding, our ability to successfully implement cost savings measures and achieve cost reductions, and other risks affecting the Company's business as described in the Company's filings with the Securities and Exchange Commission, including the Company's 2008 Annual Report on Form 10-K and later filed quarterly reports on Form 10-Q and Current Reports on Form 8-K, which factors are incorporated herein by reference. The Company expressly disclaims a duty to provide updates to forward-looking statements, whether as a result of new information, future events or other occurrences.



                     RENAISSANCE LEARNING(TM), INC.
                   CONSOLIDATED STATEMENTS OF INCOME
        (dollar amounts in thousands, except per share amounts)
                              (unaudited)


                              Three Months             Six Months
                              Ended June 30,          Ended June 30,
                            2009        2008        2009         2008

 Net sales:
  Products                 $21,208     $21,888      41,870      44,093
  Services                   7,256       6,159      15,465      13,340
   Total net sales          28,464      28,047      57,335      57,433

 Cost of sales:
  Products                   3,913       3,964       6,910       7,999
  Services                   2,445       2,568       5,351       6,330
   Total cost of
    sales                    6,358       6,532      12,261      14,329

 Gross profit               22,106      21,515      45,074      43,104

 Operating expenses:
  Product development        3,927       4,268       8,378       8,301
  Selling and
   marketing                 8,403       8,903      17,325      18,276
  General and
   administrative            3,170       3,429       6,633       7,557

   Total operating
    expenses                15,500      16,600      32,336      34,134

 Operating income            6,606       4,915      12,738       8,970

 Other income
  (expense), net                34         172         183         340

 Income before income
  taxes                      6,640       5,087      12,921       9,310

 Income taxes                2,510       1,753       4,884       3,358

 Net Income                $ 4,130     $ 3,334     $ 8,037     $ 5,952

 Income per share:
  Basic                    $  0.14     $  0.11     $  0.28     $  0.21
  Diluted                  $  0.14     $  0.11     $  0.28     $  0.21

 Weighted average
  shares outstanding:
 Basic                  29,056,023  29,035,498  29,056,023  29,035,498
 Diluted                29,056,039  29,039,581  29,056,031  29,039,370



                       RENAISSANCE LEARNING(TM), INC.
                        CONSOLIDATED BALANCE SHEETS
                       (dollar amounts in thousands)
                                (unaudited)

                                             June 30,      December 31,
                                               2009            2008

 ASSETS:
 Current assets:
 Cash and cash equivalents                    $13,621          $ 9,509
 Investment securities                          3,629            4,894
 Accounts receivable, net                      12,966            8,083
 Inventories                                    3,935            5,504
 Prepaid expenses                               1,380            1,999
 Income taxes receivable                        1,981            3,301
 Deferred tax asset                             4,183            4,183
 Other current assets                             100              144
   Total current assets                        41,795           37,617

 Investment securities                          1,942            3,383
 Property, plant and equipment, net             7,034            8,621
 Goodwill                                       2,777            2,750
 Other non-current assets                       4,901            4,555

   Total assets                               $58,449          $56,926

 LIABILITIES AND SHAREHOLDERS' EQUITY:
 Current liabilities:
 Accounts payable                              $2,347           $1,712
 Deferred revenue                              36,910           43,975
 Payroll and employee benefits                  5,851            3,981
 Other current liabilities                      3,241            3,284
   Total current liabilities                   48,349           52,952

 Deferred revenue                               3,967            2,950
 Deferred compensation and other
  employee benefits                             1,488            1,342
 Income taxes payable                           4,868            4,868
 Other non-current liabilities                    250              133
   Total liabilities                           58,922           62,245

   Total shareholders' equity                    (473)          (5,319)

   Total liabilities and shareholders'
    equity                                    $58,449          $56,926


            

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