Earnings Call Summary | Funko(FNKO.US) Q2 2024 Earnings Conference
Earnings Call Summary | Funko(FNKO.US) Q2 2024 Earnings Conference
The following is a summary of the Funko, Inc. (FNKO) Q2 2024 Earnings Call Transcript:
以下是Funko, Inc.(FNKO)2024年第二季度業績會交流內容摘要:
Financial Performance:
金融業績:
Funko, Inc. reported a net sales of $248 million in Q2 2024, marking a 3% increase year-over-year and representing the first quarter of net sales growth since Q3 2022.
Gross margin for the quarter stood at 42%, and adjusted EBITDA was significantly higher than anticipated at $28 million.
Adjusted net income was $5.6 million or $0.10 per diluted share, which also exceeded guidance.
Funko, Inc.在2024年Q2報告的淨銷售額爲2.48億美元,同比增長3%,代表着自2022年Q3以來的淨銷售額增長第一季度。
本季度毛利率爲42%,調整後的EBITDA高於預期,達2,800萬美元。
調整後的淨收入爲560萬美元或每股攤薄收益0.10美元,也超過了指導預期。
Business Progress:
業務進展:
Funko has introduced 'Bittyverse', an extension of the Bitty Pop! product line, which features mix-and-match components like new IP-driven rides, towns, and displays.
Launch of Funko Fusion!, a new game in collaboration with 10:10 Games and NBC Universal, expected to feature 20 franchises and enhance direct customer engagement.
Cynthia Williams, as the new CEO, emphasized a fan-centric growth approach, focusing on delighting core fans, attracting new ones, optimizing sales channels, and improving overall fan experience.
Funko推出了「Bittyverse」,這是Bitty Pop!產品線的延伸,具有新的IP驅動的乘車、城鎮和展示等拼湊元件。
推出與10:10 Games和NBC Universal合作推出的新遊戲Funko Fusion!預計將涵蓋20個版權品牌,並增強與直接客戶的互動。
新任CEO Cynthia Williams強調以粉絲爲中心的增長方法,重點關注讓核心粉絲滿意、吸引新粉絲、優化銷售渠道以及提高整體粉絲體驗。
Opportunities:
機會:
Expansion in the direct-to-consumer segment which has grown to represent 25% of the business, doubling from the previous year and offering a higher gross margin.
Introduction of new product lines like Pop! Yourself which targets untapped fandoms and has attracted over 80% new customers to Funko.
擴大直銷業務,該業務已經增長到業務總量的25%,比上年翻了一番,並提供了更高的毛利率。
推出了Pop!Yourself等面向未開發粉絲群體的新產品系列,並吸引了80%以上的新客戶到Funko。
Risks:
風險:
Net sales for upcoming quarters anticipate uncertainty due to a weaker content slate and economic factors affecting consumer spending and freight costs, potentially impacting holiday season performance.
由於內容檔期較弱和影響消費支出和貨運成本的經濟因素,未來季度的銷售額面臨不確定性,可能會影響節假日期間的業績表現。
More details: Funko IR
更多詳情:Funko IR
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。