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Earnings Call Summary | Eventbrite(EB.US) Q2 2024 Earnings Conference

Earnings Call Summary | Eventbrite(EB.US) Q2 2024 Earnings Conference

業績會總結 | eventbrite(Eb.US)2024年第二季度業績會
富途資訊 ·  08/10 13:36  · 電話會議

The following is a summary of the Eventbrite, Inc. (EB) Q2 2024 Earnings Call Transcript:

以下是 Eventbrite, Inc. (EB) 2024年第二季度業績會議通話紀要:

Financial Performance:

金融業績:

  • Q2 revenue grew 7% year-over-year to $84.6 million with adjusted EBITDA at $8.5 million, representing just over 10% of revenue.

  • Revenue from ticketing dropped by 4%, impacting the majority of overall company revenue. Ticket volume and creator count contraction significantly influenced this figure.

  • Eventbrite aims for adjusted EBITDA margins, excluding non-routine items, at approximately 10% for FY 2024.

  • 第二季度營業收入增長7%,達到8460萬美元,調整後的 EBITDA 爲850萬美元,佔營收的10%以上。

  • 售票收入下降4%,影響了公司大部分的總收入。售票成交量和創作者數量的收縮對該數據影響明顯。

  • Eventbrite 目標爲剔除一次性項目的調整後的 EBITDA 利潤率達到2024財年的約10%。

Business Progress:

業務進展:

  • Introduced a new creator pricing model which affected short-term performance, decreasing paid tickets by 9% and total tickets by 16%.

  • Rolling out new pricing packages and improved event creation flows to address feedback.

  • Close to launching a free tier with no marketplace fees aiming to stabilize paid ticket volume.

  • 35,000 creators currently subscribe to the Pro plan, enhancing future revenue from premium features.

  • Enhanced buyer engagement through a TikTok partnership delivering substantial daily impressions.

  • Plans to introduce an improved mobile app experience to increase engagement and consumer retention.

  • 引入了新的創作者定價模型,對短期業績產生了影響,付費門票銷量下降9%,總門票銷量下降16%。

  • 推出新的定價套餐和改進的活動創作流程,以解決反饋問題。

  • 即將推出一個沒有市場費用的免費層級,旨在穩定付費門票成交量。

  • 目前有35,000名創作者訂閱專業計劃,提高了來自高級功能的未來收入。

  • 通過一項 TikTok 合作增強了買家互動,每天產生了大量的印象。

  • 計劃推出改進後的移動應用程序體驗,以增加用戶參與度和留存率。

Opportunities:

機會:

  • The reintroduction of a free tier expected to attract new creators and regain those lost due to pricing barriers.

  • Expansion in advertising leading to $2.9 million in ad revenue, a 125% year-over-year increase.

  • New large creator bookings grew by nearly 60% in Q2, showing potential for further market penetration.

  • 重新推出一個免費層級,預計將吸引新的創作者並恢復由於定價障礙而失去的客戶。

  • 廣告業務擴張,帶來了290萬美元的廣告收入,同比增長125%。

  • Q2新增大型創作者增長近60%,表明了更多市場滲透可能性。

Risks:

風險:

  • The new pricing model initially reduced creator engagement, leading to lower ticket sales and overall revenue impact, which highlights operational risks associated with major strategic changes.

  • 新的定價模型最初降低了創作者參與度,導致門票銷售下降和總體營收影響,凸顯了大型戰略變更所帶來的操作風險。

More details: Eventbrite IR

更多詳細信息請參考 Eventbrite 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。


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