$RKLB | Rocket Lab Q4'24 Earnings Highlights:
🔹 EPS: -$0.10 (Est. -$0.10) 🟡; Flat YoY
🔹 Revenue: $132.4M (Est. $130.57M) 🟢; UP +121% YoY
🔹 Adj. EBITDA: ($23M) (Est. -$29M) 🟢
Q1'25 Guidance:
🔹 Revenue: $117M-$123M (Est. $136M) 🔴
🔹 Adj. EBITDA: ($33M)-($35M) (Est. -$28M) 🔴
Announcements & Strategic Updates:
🔹 Electron Launches: 16 in 2024; UP +60% YoY
🔸 Introduced “Flatellite,” a new low-cost, mass-manufacturable satellite for large constellations
🔸 Secured >$450M in new launch and space systems contracts in 2024
🔸 Progress on Neutron rocket for planned H2 2025 debut launch
Management Commentary:
🔸 CEO Sir Peter Beck: "2024 was a record-setting year for Rocket Lab, with our highest annual revenue ever posted of $436.2 million and a record Q4 2024 revenue of $132.4 million – a 382% increase compared to Q4 2021."
🔹 EPS: -$0.10 (Est. -$0.10) 🟡; Flat YoY
🔹 Revenue: $132.4M (Est. $130.57M) 🟢; UP +121% YoY
🔹 Adj. EBITDA: ($23M) (Est. -$29M) 🟢
Q1'25 Guidance:
🔹 Revenue: $117M-$123M (Est. $136M) 🔴
🔹 Adj. EBITDA: ($33M)-($35M) (Est. -$28M) 🔴
Announcements & Strategic Updates:
🔹 Electron Launches: 16 in 2024; UP +60% YoY
🔸 Introduced “Flatellite,” a new low-cost, mass-manufacturable satellite for large constellations
🔸 Secured >$450M in new launch and space systems contracts in 2024
🔸 Progress on Neutron rocket for planned H2 2025 debut launch
Management Commentary:
🔸 CEO Sir Peter Beck: "2024 was a record-setting year for Rocket Lab, with our highest annual revenue ever posted of $436.2 million and a record Q4 2024 revenue of $132.4 million – a 382% increase compared to Q4 2021."
$SOUN | SoundHound AI Q4'24 Earnings Highlights:
🔹 Adj. EPS: ($0.05) (Est. -$0.10) 🟢
🔹 Revenue: $34.5M (Est. $33.66M) 🟢; UP +101% YoY
FY25 Guidance:
🔹 Revenue: $157M-$177M (Est. $165.44M) 🟡; UP +85% to +109% YoY
Announcements & Strategic Updates:
🔸 Unveiled first in-vehicle voice commerce platform at CES 2025
🔸 Partnered with Rekor for audio-visual AI in emergency vehicle tech
🔸 Expanded customer base across QSR, healthcare, automotive, retail, and more
Management Commentary:
🔸 CEO Keyvan Mohajer: "We had a breakthrough year, expanding our leadership position in voice and conversational AI through major customer wins, expanded partnerships, groundbreaking generative AI innovation, and strategic acquisitions."
🔸 CFO Nitesh Sharan: "We exited 2024 in a position of strength, and with accelerating momentum. Our foundation runs deep, with a rapidly growing and diversified customer base."
🔹 Adj. EPS: ($0.05) (Est. -$0.10) 🟢
🔹 Revenue: $34.5M (Est. $33.66M) 🟢; UP +101% YoY
FY25 Guidance:
🔹 Revenue: $157M-$177M (Est. $165.44M) 🟡; UP +85% to +109% YoY
Announcements & Strategic Updates:
🔸 Unveiled first in-vehicle voice commerce platform at CES 2025
🔸 Partnered with Rekor for audio-visual AI in emergency vehicle tech
🔸 Expanded customer base across QSR, healthcare, automotive, retail, and more
Management Commentary:
🔸 CEO Keyvan Mohajer: "We had a breakthrough year, expanding our leadership position in voice and conversational AI through major customer wins, expanded partnerships, groundbreaking generative AI innovation, and strategic acquisitions."
🔸 CFO Nitesh Sharan: "We exited 2024 in a position of strength, and with accelerating momentum. Our foundation runs deep, with a rapidly growing and diversified customer base."
$DUOL | Duolingo Q4'24 Earnings Highlights:
🔹 Revenue: $209.6M (Est. $205.85M) 🟢; UP +39% YoY
🔹 Total Bookings: $271.6M (Est. $247M) 🟢; UP +42% YoY
🔹 Adj EBITDA: $52.3M (Est. $51.04M) 🟢; UP +49% YoY
🔹 FCF: $87.8M (Est. $70.09M) 🟢; UP +84% YoY
🔹 DAUs: 40.5M (Est. 39.98M) 🟢; UP +51% YoY
Q1'25 Outlook:
🔹 Revenue: $220.5M-$223.5M (Est. $221.22M) 🟡; YoY Growth: +31.6% - 33.4%
🔹 Bookings: $252M-$255M (Est. $253.77M) 🟡; YoY Growth: +27.6% - 29.2%
🔹 Adjusted EBITDA: $54M-$57M
🔹 Adjusted EBITDA Margin: 24.5%-25.5%
FY'25 Outlook:
🔹 Revenue: $962.5M-$978.5M (Est. $969.74M) 🟡; YoY Growth: +28.7% - 30.8%
🔹 Bookings: $1.082B-$1.098B (Est. $1.074B) 🟡; YoY Growth: +24.3% - 26.1%
🔹 Adjusted EBITDA: $259.9M-$274M
🔹 Adjusted EBITDA Margin: 27%-28%
User Growth & Engagement:
🔹 Monthly Active Users (MAUs): 116.7M (Est. 116.8M) 🟡; UP +32% YoY
🔹 Paid Subscribers: 9.5M (Est. 9.302M) 🟢; UP +43% YoY
🔹 Paid Subscriber Penetration: 8.8% of LTM MAU
Revenue Breakdown (Q4'24):
🔹 Subscription Revenue: $174.3M (UP +48% YoY)
🔹 Other Revenue (Ads, Duolingo English Test, In-App Purchases): $35.2M (Est. $13.93M) 🟢; UP +5% YoY
Operating Expenses:
🔹 R&D: 32% (vs. 33% in Q4'23)
🔹 Sales & Marketing (S&M): 12% (vs. 13% in Q4'23)
🔹 General & Administrative (G&A): 22% (vs. 24% in Q4'23)
CEO Luis von Ahn's Commentary:
🔸 "We closed out 2024 with our highest ever bookings, revenue, DAUs, and net new subscribers. Our product-led strategy continues to drive engagement and growth."
🔸 "We will invest in AI and features like Video Call to expand Duolingo Max, improve learning, and sustain long-term growth."
🔹 Revenue: $209.6M (Est. $205.85M) 🟢; UP +39% YoY
🔹 Total Bookings: $271.6M (Est. $247M) 🟢; UP +42% YoY
🔹 Adj EBITDA: $52.3M (Est. $51.04M) 🟢; UP +49% YoY
🔹 FCF: $87.8M (Est. $70.09M) 🟢; UP +84% YoY
🔹 DAUs: 40.5M (Est. 39.98M) 🟢; UP +51% YoY
Q1'25 Outlook:
🔹 Revenue: $220.5M-$223.5M (Est. $221.22M) 🟡; YoY Growth: +31.6% - 33.4%
🔹 Bookings: $252M-$255M (Est. $253.77M) 🟡; YoY Growth: +27.6% - 29.2%
🔹 Adjusted EBITDA: $54M-$57M
🔹 Adjusted EBITDA Margin: 24.5%-25.5%
FY'25 Outlook:
🔹 Revenue: $962.5M-$978.5M (Est. $969.74M) 🟡; YoY Growth: +28.7% - 30.8%
🔹 Bookings: $1.082B-$1.098B (Est. $1.074B) 🟡; YoY Growth: +24.3% - 26.1%
🔹 Adjusted EBITDA: $259.9M-$274M
🔹 Adjusted EBITDA Margin: 27%-28%
User Growth & Engagement:
🔹 Monthly Active Users (MAUs): 116.7M (Est. 116.8M) 🟡; UP +32% YoY
🔹 Paid Subscribers: 9.5M (Est. 9.302M) 🟢; UP +43% YoY
🔹 Paid Subscriber Penetration: 8.8% of LTM MAU
Revenue Breakdown (Q4'24):
🔹 Subscription Revenue: $174.3M (UP +48% YoY)
🔹 Other Revenue (Ads, Duolingo English Test, In-App Purchases): $35.2M (Est. $13.93M) 🟢; UP +5% YoY
Operating Expenses:
🔹 R&D: 32% (vs. 33% in Q4'23)
🔹 Sales & Marketing (S&M): 12% (vs. 13% in Q4'23)
🔹 General & Administrative (G&A): 22% (vs. 24% in Q4'23)
CEO Luis von Ahn's Commentary:
🔸 "We closed out 2024 with our highest ever bookings, revenue, DAUs, and net new subscribers. Our product-led strategy continues to drive engagement and growth."
🔸 "We will invest in AI and features like Video Call to expand Duolingo Max, improve learning, and sustain long-term growth."
Forwarded from Macrotrader - 금융치료
#250227
CTA
- 인륜 반등은 없었다
- 매크로 측면 : 관세 부과가 다음주 (3월 4일)로 다가오면서 시장 불안감 확대. 어차피 관세 때릴거면서 엄한 펜타닐 드립은 왜 치는지
- 기술적 측면 : CTA 펀드 + 추종 기관 자금들은 200일선에 근접하면서 매도 포지션으로.
- 오늘 고용 데이터가 시장 반전을 일으킬거같진 않지만 일단 확인.
CTA
- 인륜 반등은 없었다
- 매크로 측면 : 관세 부과가 다음주 (3월 4일)로 다가오면서 시장 불안감 확대. 어차피 관세 때릴거면서 엄한 펜타닐 드립은 왜 치는지
- 기술적 측면 : CTA 펀드 + 추종 기관 자금들은 200일선에 근접하면서 매도 포지션으로.
- 오늘 고용 데이터가 시장 반전을 일으킬거같진 않지만 일단 확인.
Forwarded from 조루 4가투
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😁10🤔1