Recruit Holdings Co., Ltd (RCRRF) Q2 2024 Earnings Call Transcript Summary
Recruit Holdings Co., Ltd (RCRRF) Q2 2024 Earnings Call Transcript Summary
Net cash and deposits as of September 30, 2024 were JPY 756.6 billion, a decrease from JPY 1,135.4 billion as of March 31, 2024.The following is a summary of the Recruit Holdings Co., Ltd (RCRRF) Q2 2024 Earnings Call Transcript:
以下是Recruit Holdings Co., Ltd (RCRRF) 2024年第二季度業績會交易會談摘要：
Financial Performance:
財務表現:
U.S. HR technology division exceeded initial expectations as revenue per paid job ad increased over the decline in the number of paid job ads.
Full year guidance revised; lower limits of ranges significantly raised from previous estimates.
Net cash and deposits as of September 30, 2024 were JPY 756.6 billion, a decrease from JPY 1,135.4 billion as of March 31, 2024.
Share buybacks executed extensively, with 80% of the maximum total purchase price of JPY 600 billion utilized over 4 months ending October.
美國人力資源科技部門的營業收入超過了最初的預期，每份付費招聘廣告的營業收入增加超過付費招聘廣告數量的下降。
全年業績指引已修訂；範圍下限較之前估計顯著提高。
截至2024年9月30日，淨現金及存款爲7566億日元，較2024年3月31日的11354億日元下降。
大規模實施股份回購，截至10月結束的4個月中，已利用還款總購買額的80%，達到6000億日元。
Business Progress:
業務進展：
Transition to Indeed PLUS in Japan is progressing, albeit slower than initial expectations with complete transition from PPP advertising model by end of FY 2024.
Plans for HR Solutions business in Matching & Solutions to be transferred to HR Technology segment starting next fiscal year.
Staffing growth revenue in Japan is expected to offset by the performance in Europe, U.S., and Australia.
日本轉向Indeed PLUS正在進行中，雖然進展比最初預期的要慢，但到2024財年末將徹底過渡到PPP廣告模型。
人力資源解決方案在匹配與解決方案中的計劃將在下一個財年開始轉移到人力資源科技領域。
預計日本的人員增長營收將抵消歐洲、美國和澳大利亞的表現。
Opportunities:
機會：
Continuing transition to Indeed PLUS enhances platform capabilities and may increase revenue as it integrates existing job board businesses in Japan.
Strategic reorganization, transferring HR Solutions to HR Technology segment, expected to enhance operational efficiency and business clarity starting next fiscal year.
繼續向Indeed PLUS過渡，提升平台能力，並通過整合現有的日本招聘業務可能增加收入。
戰略重組，將人力資源解決方案轉移到人力資源科技領域，預計將在下一個財年開始提高運營效率和業務清晰度。
Risks:
風險：
Persistent decline predicted in the number of paid job postings in the U.S. expected to continue until the end of the current fiscal year.
HR Technology expenditures and marketing strategies in the second half may not lead to immediate profitability improvements.
預測美國付費求職信息發佈數量持續下降，預計將持續到本財年末。
下半年的人力資源技術支出和市場營銷策略可能不會立即帶來盈利改進。
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。
