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Inspirato Incorporated (ISPO) Q3 2024 Earnings Call Transcript Summary

Inspirato Incorporated (ISPO) Q3 2024 Earnings Call Transcript Summary

Inspirato Incorporated (ISPO) 2024年第三季度業績會交流摘要
富途資訊 ·  10/30 04:36  · 電話會議

The following is a summary of the Inspirato Incorporated (ISPO) Q3 2024 Earnings Call Transcript:

以下是Inspirato Incorporated(ISPO)2024年第三季度業績會交易摘要:

Financial Performance:

金融業績:

  • Inspirato reported a Q3 revenue of $69 million, showing a 3% increase from the previous quarter, but a 16% decrease year-over-year.

  • Gross margin included a gain on lease termination of nearly $30 million, compared to $21 million in the previous year's third quarter which included a $4 million asset impairment.

  • The adjusted EBITDA loss improved to approximately $3 million compared to a loss of $9 million in the same quarter last year.

  • Inspirato報告第三季度營業收入爲6900萬美元,較上一季度增長3%,但同比減少16%。

  • 毛利率包括約3000萬美元的租約終止收益,而去年同期第三季度的爲2100萬美元,其中包括400萬美元的資產減值。

  • 調整後的EBITDA虧損改善至約300萬美元,而去年同期爲900萬美元的虧損。

Business Progress:

業務進展:

  • Inspirato has streamlined its business model by focusing on its flagship offering, Inspirato Club, reintroducing club membership with initiation fees and annual dues, minimizing short-duration subscriptions.

  • Cost structure adjustments resulted in over $40 million annualized savings, with major reductions in leases, payroll, and operational expenses.

  • Refocused on luxury experience over discounted offerings and planning to launch a new loyalty program.

  • Inspirato通過專注於領先產品Inspirato Club,重新引入俱樂部會員資格費和年度會費,減少短期訂閱,簡化了其業務模式。

  • 成本結構調整導致節省逾4000萬美元,主要減少租賃、工資和運營費用。

  • 重新關注奢華體驗,而不是打折優惠,並計劃推出新的忠誠計劃。

Opportunities:

機會:

  • Optimizing travel revenue with an increase in paid residence nights and plans for further enhancing the member experience.

  • 通過增加付費住宿夜晚來優化旅行收入,以及進一步增強會員體驗。

Risks:

風險:

  • Transition to a profitable club model may impact member renewal rates and new member acquisition as substantial changes are implemented.

  • 轉向盈利俱樂部模式可能影響會員續費率和新會員獲取,因爲實施了重大變革。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

譯文內容由第三人軟體翻譯。


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