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Ziff Davis, Inc. (ZD) Q3 2024 Earnings Call Transcript Summary

Ziff Davis, Inc. (ZD) Q3 2024 Earnings Call Transcript Summary

Ziff Davis, Inc. (ZD) 2024年第三季度業績會議通話摘要
富途資訊 ·  11/09 03:34  · 電話會議

The following is a summary of the Ziff Davis, Inc. (ZD) Q3 2024 Earnings Call Transcript:

以下是Ziff Davis, Inc.(ZD)2024財年第三季度業績會實錄摘要:

Financial Performance:

財務表現:

  • Ziff Davis reported Q3 2024 revenue of $353.6 million, reflecting a 3.7% increase year-over-year.

  • Adjusted EBITDA for Q3 2024 was $124.7 million, a 9.6% increase from the prior year, with the margin improving by 200 basis points to 35.3%.

  • Q3 adjusted diluted EPS rose by 9.3% compared to Q3 2023, indicating strong profitability improvements.

  • Ziff Davis報告2024財年第三季度營業收入35360萬美元,同比增長3.7%。

  • 2024財年第三季度調整後EBITDA爲12470萬美元,較去年同期增長9.6%,利潤率提升了200個點子,達到35.3%。

  • 第三季度調整後攤薄每股收益相比2023年第三季度增長了9.3%,顯示了強勁的盈利能力改善。

Business Progress:

業務進展:

  • The digital media segment grew by nearly 6% in revenue and over 14% in adjusted EBITDA in Q3.

  • The company successfully closed the acquisition of CNET, enhancing its technology publishing portfolio.

  • Several AI-driven products were launched across key verticals, including Ekahau AI Pro online and Viper AI Advisor, enhancing product capabilities and user experience.

  • 數字媒體業務板塊在第三季度營業收入增長近6%,調整後EBITDA增長超過14%。

  • 公司成功完成了對CNEt的收購,增強了其科技出版業務組合。

  • 在關鍵垂直領域推出了多款人工智能驅動的產品,包括Ekahau AI Pro在線版和Viper AI顧問,增強產品功能和用戶體驗。

Opportunities:

機會:

  • The acquisition of CNET is expected to strengthen Ziff Davis's position in technology publishing and advertising, with anticipated benefits from integrated, large-scale advertising programs.

  • Expanded capabilities in email marketing, including new SMS marketing services, are expected to leverage rising costs in paid media, enhancing the marketing channel's value.

  • 收購CNEt有望增強Ziff Davis在科技出版和廣告方面的地位,預期通過整合大型廣告計劃獲得益處。

  • 擴展了電子營銷的能力,包括新的短信營銷服務,預計將利用付費媒體成本上升,增強營銷渠道的價值。

Risks:

風險:

  • The Cybersecurity and Martech segments experienced a revenue decline of over 4%, although adjusted EBITDA remained stable, reflecting challenges in these areas.

  • Ongoing pressure in the health and wellness sector, particularly on the provider side, could impact future growth in this segment.

  • 儘管調整後的息稅折舊及攤銷前利潤保持穩定,但網絡安全概念和Martech板塊的營業收入下降超過4%,反映出這些領域的挑戰。

  • 在健康和健身行業,尤其是在服務提供商方面,持續存在壓力可能會影響該板塊未來的增長。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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譯文內容由第三人軟體翻譯。


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