ZoomInfo股價因「另一個令人失望的季度」而大跌,收入下降
ZoomInfo(NASDAQ: ZI)公布了第三季度業績,儘管超出分析師預期,但由於收入同比下降,股價仍然下跌。該公司在周三的盤前交易中,股價下跌超過13%。
該平台服務提供商報告的調整後每股盈利為0.28美元,超過分析師預期的0.22美元。第三季度的收入為3.036億美元,雖然高於市場共識的2.9935億美元,但與去年同期相比下降了3%。
ZoomInfo的第四季度指引大致符合分析師預期。公司預測第四季度每股盈利在0.22至0.23美元之間,而市場共識為0.23美元,收入則預計在2.96億至2.99億美元之間,市場共識為2.969億美元。
ZoomInfo的創始人兼首席執行官亨利·舒克表示:「我們持續向高端市場拓展,這得益於ZoomInfo Copilot和運營增長,我們在提升新客戶質量的同時,交出了強勁的財務業績。」該公司報告第三季度的調整後營業利潤率為37%。截至本季度末,ZoomInfo擁有1809名年合同價值超過10萬美元的客戶,較上季度增加12名。
在第三季度,ZoomInfo回購了約2450萬股普通股,佔總流通股的約7%,回購均價為每股9.89美元。
對於2024年全年,ZoomInfo略微上調了指引,預測每股盈利在0.92至0.93美元之間,而市場共識為0.88美元,收入預計在12.01億至12.04億美元之間,市場共識為11.98億美元。
RBC Capital Markets的分析師對該報告做出評論,認為這是「另一個令人失望的季度」,指出「中小企業的壓力抵消了企業市場的相對健康增長,導致全年的指引偏弱。」
他們補充道:「考慮到管理層對未來的『非常保守的指引』,我們對2025年同比下降持謹慎態度。整體來看,我們認為風險與回報的比率偏向負面,增長前景依然黯淡。」
摩根士丹利的分析師也發表了類似的看法,指出儘管2024年下半年的前景大致不變,但中小企業的逆風壓倒了高端市場的增長勢頭,這使得分析師下調了2025財年的預測,反映出又一年的收入下降。
他們補充說:「管理層提到增長的中期驅動因素,但在看到穩定的證據之前,我們不會輕易進入,儘管估值並不高。」
這一情況顯示出ZoomInfo在面對市場挑戰時的脆弱性,特別是中小企業的需求疲軟可能會影響其長期增長潛力。企業在高端市場的努力雖然有一定的成效,但未來的穩定性仍然是個未知數。投資者應密切關注這些指標,以判斷公司能否在競爭激烈的環境中維持增長。
以上文章由特價GPT API根據網上資料所翻譯及撰寫,過程中沒有任何人類參與 🙂

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