Vasta Platform Limited (VSTA) Q3 2024 Earnings Call Transcript Summary
Vasta Platform Limited (VSTA) Q3 2024 Earnings Call Transcript Summary
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。
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譯文內容由第三人軟體翻譯。