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Vasta Platform Limited (VSTA) Q3 2024 Earnings Call Transcript Summary

Vasta Platform Limited (VSTA) Q3 2024 Earnings Call Transcript Summary

vasta platform有限公司(VSTA)2024年第三季度業績會交流摘要
富途資訊 ·  11/09 19:38  · 電話會議

The following is a summary of the Vasta Platform Limited (VSTA) Q3 2024 Earnings Call Transcript:

以下是vasta platform有限公司(VSTA)2024年第三季度業績會交易簡報:

Financial Performance:

財務業績:

  • Vasta Platform reported an increase in subscription net revenue by 12.5% to R$1,358 million for the 2024 sales cycle.

  • Adjusted EBITDA grew by 9% to R$449 million with the margin improving to 29.4%.

  • Total net revenue for Q3 2024 decreased by 14.6% year-on-year to R$220 million.

  • Vasta Platform報告2024銷售週期的訂閱淨營業收入增長12.5%,達到135800萬雷亞爾。

  • 調整後的息稅折舊及攤銷前利潤(EBITDA)增長9%,達到4,4900萬雷亞爾,利潤率提高至29.4%。

  • 2024年第三季度的總淨收入同比下降14.6%,至2,2000萬雷亞爾。

Business Progress:

業務進展:

  • Vasta is expanding its franchise model 'Start Anglo' combining bilingual education with academic excellence, having signed 34 contracts and identifying over 200 prospects.

  • Launched the revitalization of the Liceu Complex aiming to start operations in São Paulo in 2025 with several other new units planned.

  • Vasta正在擴展其特許經營模式「Start Anglo」,將雙語教育與學術卓越相結合,已簽署了34份合同,確定了200多個潛在用戶。

  • 啓動了Liceu Complex的復興計劃,旨在於2025年在聖保羅開始運營,並計劃開設其他幾個新單位。

Opportunities:

機會:

  • The company forecasts a robust growth for the 2025 sales cycle, supported by a healthy pipeline in both B2B and B2G segments and leveraging their Plurall AI technology across all brands.

  • 公司預測2025年銷售額將大幅增長,得益於在B20億和B2G領域擁有健康的銷售渠道,並利用他們的Plurall AI技術貫穿所有品牌。

Risks:

風險:

  • Despite the strong subscription growth, the company sees a significant decrease in non-subscription revenue by 36%.

  • The B2G unit did not generate revenue in the current quarter, reflecting challenges in securing new contracts.

  • 儘管訂閱增長強勁,公司看到非訂閱收入大幅下降36%。

  • B2G部門在本季度未產生收入,反映了在獲得新合同方面面臨的挑戰。

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。


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