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UPDATE 7-Thomson Reuters Q1 revenue up, plans asset sales

Published 04/28/2011, 12:21 PM
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* Revenue rises 5 pct in Q1 vs. 4 pct in Q4

* Sales of businesses should raise $1 billion

* Adjusted EPS 42 cents vs. Street view 43

* Company sticks to 2011 forecasts

* Shares down 2.1 pct in New York, 1.8 pct in Toronto (Adds quote from CEO Glocer, link to Insider program)

By Jennifer Saba

NEW YORK, April 28 (Reuters) - News and information provider Thomson Reuters Corp's revenue growth ticked up in the first quarter as it benefited from heavy spending on new products, and the company said it plans to sell two more businesses to fund further investment.

Thomson Reuters said on Thursday it expects to raise about $1 billion from the sale of its enterprise risk management and investment accounting software businesses, along with previously announced sales of a legal education product and Scandinavian legal and tax and accounting units.

Chief Executive Thomas Glocer said the proceeds would be reinvested in the core business.

First-quarter revenue from ongoing businesses was $3.2 billion, up 5 percent from a year earlier before currency adjustments. That compared with 4 percent growth in the fourth quarter of 2010.

"Our businesses are heating up," Glocer said after reaffirming the company's forecast for mid-single digit revenue growth in 2011.

Analysts, however, zeroed in on overall margins and revenue growth -- particularly the flat organic growth in the Markets division's mainstay sales and trading business -- as areas of concern.

"Our model always tends to be slow to slow down and slow to pick up speed," Glocer said on an analysts' call.

Underlying profit rose 1 percent to $556 million, corresponding with a 17.2 percent operating margin compared with 18 percent in the year-ago period.

Adjusted earnings per share amounted to 42 cents, missing the average analyst forecast of 43 cents, according to Thomson Reuters I/B/E/S.

Thomson Reuters, which provides news and information to financial, legal, accounting and healthcare professionals, reiterated that it expects its operating profit margin to increase by at least 100 basis points this year.

"The good news is clearly the underlying markets are finally starting to grow," said Claudio Aspesi, an analyst at Sanford Bernstein & Co in London.

Still, he said, with the return to revenue growth he would have liked more improvement in margins. "We are still not seeing that," he said.

Thomson Reuters' U.S. shares, which had risen 14 percent in the year to Wednesday, were down 2.1 percent in late morning trading in New York. They were down 1.8 percent in Toronto.

"I still haven't seen anything on the margin expansion," said Morningstar analyst Swami Shanmugasundaram, explaining the fall in the shares.

LEGAL DRIVES PROFESSIONAL DIVISION

Professional division revenue increased 8 percent to $1.38 billion, driven by a 10 percent increase in legal revenue. The WestlawNext legal database has been sold to more than 18,500 customers since its launch in February 2010, representing 34 percent of Westlaw's revenue base, the company said.

Glocer said legal markets were improving slowly. "Firms are doing fine now but they won't forget too quickly how scared basically they were two years ago," he said in an interview.

In the Markets division, which competes with Bloomberg LP and News Corp's Dow Jones unit, revenue rose 2 percent to $1.87 billion.

Like Bloomberg, Thomson Reuters gets much of its revenue from long-term subscriptions for its desktop products.

Thomson Reuters has invested heavily in new products such as its financial desktop Eikon, high speed data feed platform Elektron and WestlawNext.

The company said it has sold or migrated more than 19,000 Eikon desktops since the product's launch in September 2010.

Reed Elsevier said earlier this week that underlying sales at its legal and professional and risk divisions had returned to growth in the first quarter, thanks to strong sales in the United States, although law firms, corporations and governments were spending cautiously.

The Anglo-Dutch company's LexisNexis legal business competes with Thomson Reuters' Westlaw.

Thomson Reuters shares were trading at $40.42 in New York in late morning trading. The Toronto shares were trading at C$38.42.

(Editing by Ted Kerr)

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