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