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Monday, November 14, 2016

Ticker: ATHM

** charts before earnings **

** charts before earnings **

** charts after earnings **

The Trade Desk beats by $0.03, beats on revs; guides Q4 revs in-line :

Reports Q3 (Sep) earnings of $0.24 per share, excluding non-recurring items, $0.03 better than the Capital IQ Consensus of $0.21; revenues rose 84.0% year/year to $53 mln vs the $49.07 mln Capital IQ Consensus.
Co issues in-line guidance for Q4, sees Q4 revs of $62 mln vs. $61.75 mln Capital IQ Consensus; EBITDA margin 30% vs. 31.3% in Q3.
"Media buyers find enormous value in the ability to look at millions of ad opportunities every second across devices and formats, using data to make the best decisions in real-time. We are excited to share today that we exceeded our own expectations for the third quarter. Because of our significant growth in international expansion, mobile, video, and television, we have significantly outgrown the industry and are massively outpacing the growth of the overall market."

The company was formerly known as Momo Inc. and changed its name to Hello Group Inc. in August 2021.

** charts after earnings **

Momo easily beats Q3 EPS and revenue consensus; guides Q4 revs above consensus :

Co reports Q3 $0.24 vs $0.14 Capital IQ Consensus Estimate; revs +319% YoY to $157 mln vs $131.05 mln Capital IQ Consensus Estimate.
Monthly Active Users were 77.4 mln in September 2016, compared to 73.0 mln in September 2015.
"Live broadcasting business continued to gain traction and boosted the acceleration in revenue and profit growth. At the same time we are making good progress with our strategy to drive the convergence of video and social activities on our platform."
Guidance: For the fourth quarter of 2016, the Company expects total net revenues to be between $185 mln and $190 mln (Capital IQ consensus $140.2 mln), representing a year-over-year increase of 369% to 381%.