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Outbrain Inc. (OB) Q3 2024 Earnings Call Transcript Summary

Outbrain Inc. (OB) Q3 2024 Earnings Call Transcript Summary

Outbrain Inc.(OB)2024財年第三季度業績會交流摘要
富途資訊 ·  11/09 07:12  · 電話會議

The following is a summary of the Outbrain Inc. (OB) Q3 2024 Earnings Call Transcript:

以下是Outbrain Inc.(OB)2024年第三季度業績會Transcript摘要:

Financial Performance:

財務表現:

  • Outbrain reported Q3 2024 revenue of approximately $224 million, representing a slight decrease of 3% year-over-year.

  • Ex-TAC gross profit for Q3 was $59.7 million, up 5% year-over-year, indicating improved performance in revenue mix and certain deal outcomes.

  • Adjusted EBITDA grew 12% year-over-year to $11.5 million, driven by operational efficiencies and cost optimizations.

  • Outbrain報告2024年第三季度營業收入約22400萬美元,同比略減3%。

  • 第三季度除去交易費用後的毛利潤爲5970萬美元,同比增長5%,表明營收組合和某些交易結果的表現有所改善。

  • 調整後的EBITDA同比增長12%,達到1150萬美元,得益於運營效率和成本優化的提升。

Business Progress:

業務進展:

  • Outbrain continues to expand beyond traditional feeds, now comprising 28% of total revenue.

  • The company is deepening partnerships with premium media owners like Huffington Post and Meteo, and securing new partnerships such as with Sports one Germany and Reuters & Newsweek in Japan.

  • Notable product and technology advancements include the launch of 'Moments by Outbrain' in beta and integration of AI into Outbrain's services through collaborations, notably with Microsoft Azure.

  • Outbrain繼續超越傳統feeds,現佔總營業收入的28%。

  • 該公司正在加深與Huffington Post、Meteo等優質媒體所有者的合作關係,並與德國Sports one以及日本的Reuters & Newsweek等新合作伙伴建立緊密合作。

  • 值得注意的產品和技術進步包括'Outbrain時刻'的測試版發佈,以及通過與微軟Azure的合作將人工智能整合到Outbrain的服務中。

Opportunities:

機會:

  • Market Expansion: Outbrain is increasing its inventory diversity and expanding beyond traditional feed sources.

  • Product Innovation: Initiatives like 'Moments by Outbrain' and AI-driven creative automation tools demonstrate product innovation.

  • Strategic Partnerships: New business partnerships with premium publishers and strengthened relationships ensure exclusive inventory and contextual insights.

  • 市場拓展:Outbrain正增加其庫存多樣性,擴展至傳統信息源之外。

  • 產品創新:類似'Outbrain時刻'和人工智能驅動的創意自動化工具等舉措展示了產品創新。

  • 戰略合作伙伴關係:與優質發佈商達成新的業務合作伙伴關係,加強關係確保獨家庫存和情境洞察。

Risks:

風險:

  • Regular seasonal impacts anticipated, with caution advised due to a somewhat slower start to Q4.

  • Dependence on key partners, as shifting technologies and strategies from significant partners could affect performance metrics.

  • 預期定期季節性影響,由於第四季度開始較慢,建議謹慎。

  • 依賴關鍵合作伙伴,與重要合作伙伴轉變技術和策略可能影響績效指標。

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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