WW International, Inc. (WW) Q3 2024 Earnings Call Transcript Summary
WW International, Inc. (WW) Q3 2024 Earnings Call Transcript Summary
Year-over-year subscriber total declined by 9% but clinical subscribers grew by 71%.The following is a summary of the WW International, Inc. (WW) Q3 2024 Earnings Call Transcript:
以下是 ww international 公司（WW）2024年第三季度業績會議呼叫交易摘要：
Financial Performance:
財務業績：
WW International reported Q3 2024 revenue of $193 million, with subscription revenues at $191 million.
Adjusted gross margin rose to a record 69.1%, demonstrating significant improvements.
Year-over-year subscriber total declined by 9% but clinical subscribers grew by 71%.
Adjusted operating income was $36 million, reflecting an operating margin of 18.5%.
Considering the whole year, expectations include total revenue of at least $770 million and adjusted EBITDAS of at least $150 million.
ww international 報告2024年第三季度營業收入爲19300萬美元，訂閱用戶數收入爲19100萬美元。
調整後的毛利率達到創紀錄的69.1%，顯示出顯著的改善。
與去年同期相比，訂閱用戶總數下降了9%，但臨床訂閱用戶增長了71%。
調整後的營業利潤爲3600萬美元，反映出18.5%的營業利潤率。
考慮整個年度，預期總營業收入至少爲77000萬美元，調整後的息稅折舊及攤銷前利潤至少爲15000萬美元。
Business Progress:
業務進展：
Focus on integrating and modernizing digital member experiences to allow seamless exploration of WW's full range of weight management solutions.
Launch of compounded semaglutide to address clinic subscriber needs amid drug shortages.
Emphasis on refreshing the WW brand and improving end-to-end marketing strategies to clarify and strengthen market positioning.
專注於整合和現代化數字會員體驗，使用戶可以無縫探索ww國際全面的減重解決方案。
推出複合塞馬魯肽以滿足診所訂閱用戶在藥物短缺情況下的需求。
強調刷新ww國際品牌，改善端到端營銷戰略，以澄清和加強市場定位。
Opportunities:
機會：
Plans for broadening clinical offerings to meet high demand in the weight management market.
A rising opportunity in leveraging business-to-business (B2B) relationships amid increasing demand for employer and insurance coverage of weight loss medication.
計劃擴大臨床服務以滿足減重市場的高需求。
在員工和保險機構覆蓋減重藥物需求日益增加的趨勢中，利用業務對業務（B2B）關係的上升機遇。
Risks:
風險：
Growth challenges as competition increases and higher costs impact consumer acquisition.
Managing strategic shifts while preserving liquidity in a challenging economic environment.
隨着競爭加劇，成本增加影響消費者獲取，增長面臨挑戰。
在充滿挑戰的經濟環境中管理戰略轉變，同時保持流動性。
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。
