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The Kurzweil Applied Intelligence Alumni Newsletter


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Kurzweil AI Quarterly Results
This report is excerpted from the Kurzweil AI 10-Q filing with the SEC, as posted in the Edgar database. If you wish to see the complete report, go to the Table of Contents and select the SEC Edgar database item.

Revenue

Revenues for the three months ended April 30, 1996 totaled $1,710,000, 37% lower than the $2,707,000 in the same period of the prior year. The decrease was due to the lower volume of VoiceMED(R) units sold. The decrease in VoiceMED(R) product shipments was due to the lower acceptance of the older DOS operating platform technology and the continued slowdown of orders from the government sector. Maintenance revenue for the three months ended April 30, 1996 increased to $472,000 from $382,000 in the same period of the prior year. The increase is a result of the larger installed base of customers as well as the increased emphasis by the Company on programs to promote recurring revenue from maintenance contracts. Included in the revenue for the period ending April 30, 1996 was $400,000 in licensing fees from one customer for the Kurzweil VOICE(TM) for Windows product.

Cost of Sales

Cost of product and maintenance revenue for the three months ended April 30, 1996 totaled $880,000 or 51% of total revenues, compared to $1,295,000 or 48% of total revenues in the same period of the prior year. The decrease in cost of product and maintenance revenues, in dollars, relates to the $400,000 in licensing fees for the Kurzweil VOICE for Windows product. On a percentage basis the cost of product and maintenance revenues increased during the three months ended April 30, 1996 as compared to the same period of the prior year due to the decrease in revenue and the recurring costs associated with the amortization of the Dragon license and capitalized software development costs. The Company also increased its reserve against capitalized software $100,000 for the quarter ended April 30, 1996 due to the uncertainty relating to recoverability of those software development costs.

Sales and Marketing Expenses

Sales and marketing expenses increased to $950,000 for the three months ended April 30, 1996 from $929,000 in the same period of the prior year, representing 55% and 34% of total revenues, respectively. This increase is attributable to having a fully staffed direct sales force of 8 people at April 30, 1996 compared to 4 direct sales people at April 30, 1995

Research and Development Expenses

Total research and development expenses, net of capitalization, increased to $678,000 for the three month period ended April 30, 1996 from $478,000 in the same period of the prior year, representing 40% and 18% of total revenues, respectively. The increase in research and development expenses is associated with the Company's continued commitment to enhance and develop the Company's technology and products. This commitment included the increase in the research and development staff to 57 people as of April 30, 1996 as compared to 46 in the same period of the prior year. In April 1996, the Company successfully released Kurzweil VOICE(TM) for Windows 2.0 and is scheduled to begin shipping Clinical Reporter(TM), the new Windows(TM) based product for the Medical Applications Group, in the second quarter of fiscal 1997.

General and Administrative Expenses

General and administration expenses increased to $532,000 for the three months ended April 30, 1996 from $329,000 in the same period of the prior year, representing 31% and 11% of total revenues, respectively. The difference is due to a $200,000 reserve relating to the Company's potential obligation under its corporate indemnification agreement with a former officer of the Company. Pursuant to the Company's Certificate of Incorporation, and certain of its contractual obligations, the Company may be obligated to indemnify its current and former officers, directors and certain other persons under claims arising from the Company's class action litigation, and to reimburse certain costs incurred by such persons as a result of the lawsuits, investigations and proceedings. On May 17, 1996 the Company received a claim from a former officer for indemnification for certain legal expenses, as a result of his acquittal on May 14, 1996 in a recent criminal trial. As a result of receiving this claim for indemnification, the Company is currently able to estimate the amount of costs associated with an unfavorable outcome related to these indemnification matters and has therefore accrued for such possibility. Management believes this claim is without merit and intends to defend its position vigorously.

Kurzweil AI Q1 FY 1997 Statement of Operations

Kurzweil AI Q1 FY 1997 Balance Sheet

Kurzweil AI Q1 FY 1997 Cash Flow


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June 21, 1996