WW International, Inc. (WW) Q3 2024 Earnings Call Transcript Summary
WW International, Inc. (WW) Q3 2024 Earnings Call Transcript Summary
The following is a summary of the WW International, Inc. (WW) Q3 2024 Earnings Call Transcript:
以下是WW International, Inc.(WW)2024年第三季度業績電話會議記錄摘要:
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報告稱,2024年第三季度收入爲1.93億美元,訂閱收入爲1.91億美元。
調整後的毛利率升至創紀錄的69.1%,顯示出顯著的改善。
訂戶總數同比下降了9%,但臨床訂戶增長了71%。
調整後的營業收入爲3,600萬美元,營業利潤率爲18.5%。
考慮到全年,預期總收入至少爲7.7億美元,調整後的息稅折舊攤銷前利潤至少爲1.5億美元。
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,以便無縫探索 WW 的全方位體重管理解決方案。
推出複合索瑪魯肽,以滿足藥品短缺期間的診所訂戶需求。
重點更新WW品牌和改善端到端的營銷策略,以明確和加強市場定位。
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.
計劃擴大臨床產品範圍以滿足體重管理市場的高需求。
在減肥藥對僱主和保險保險的需求不斷增加的情況下,利用企業對企業(B2B)關係的機會越來越大。
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.
隨着競爭加劇和成本上漲影響消費者獲取,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.
溫馨提示:欲了解更多詳情,請參閱投資者關係網站。本文僅供投資者參考,沒有任何指導或建議建議。
譯文內容由第三人軟體翻譯。