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Inspirato Incorporated (ISPO) Q2 2024 Earnings Call Transcript Summary

Inspirato Incorporated (ISPO) Q2 2024 Earnings Call Transcript Summary

Inspirato公司(ISPO)2024年Q2業績會交流總結
富途資訊 ·  08/15 05:43  · 電話會議

The following is a summary of the Inspirato Incorporated (ISPO) Q2 2024 Earnings Call Transcript:

以下是Inspirato公司(ISPO)2024年第二季度業績會議電話會議記錄摘要:

Financial Performance:

金融業績:

  • Inspirato reported a 20% year-over-year decrease in total revenue for Q2 2024, primarily due to lower subscription revenue.

  • Second quarter pro forma liquidity, including cash, cash equivalents, and restricted cash, was $39 million, up from $33 million at the end of the first quarter.

  • Adjusted EBITDA loss improved to $9.1 million in Q2 2024 from a loss of $11.7 million in Q2 2023.

  • Inspirato報告第二季度總營業收入同比下降20%,主要是由於訂閱收入下降

  • 第二季度的資金流動性,包括現金、現金等價物和受限制的現金,爲3900萬美元,比一季度底的3300萬美元增長

  • 調整後的EBITDA損失從2023年第二季度的1170萬美元降至2024年第二季度的910萬美元。

Business Progress:

業務進展:

  • Inspirato introduced a new offering, Inspirato by Invited, which combines a longer booking window and fixed nightly rates to attract longer-term commitments from members.

  • The company has partnered with Capital One, intending to leverage this partnership to drive demand and increase brand recognition.

  • Significant cost reductions, including a 15% headcount reduction and termination of underperforming leases, are estimated to save around $25 million annually.

  • Inspirato推出了新產品Inspirato by Invited,結合長期預訂窗口和固定夜間費率,以吸引成員的長期承諾。

  • 公司已與Capital One合作,打算利用這種合作關係推動需求和提高品牌知名度。

  • 重大成本削減措施,包括減少15%的員工以及終止業績不佳的租賃,據估計每年可節省約2500萬美元。

Opportunities:

機會:

  • New capital investments and strategic partnerships are expected to bolster Inspirato's liquidity and drive future growth.

  • 新的資本投資和戰略合作伙伴關係預計將增強Inspirato的流動性並推動未來增長。

Risks:

風險:

  • A decline in membership and subscription base, coupled with the necessity for significant cost-cutting measures, highlight ongoing challenges in achieving profitability.

  • 會員和訂閱基數的下降,加上需要採取重大削減成本的措施,凸顯實現盈利的持續挑戰。

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。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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