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November 10, 2023
財經

萃弈上季財報亮眼 來季財測低於分析師預期

數位廣告公司萃弈 The Trade Desk 週四公布第三季財報,業績超出預期,但公司對第四季度營收財測遠低於分析師預期。

萃弈第三季營收為 4.93 億元,高於預期的 4.87 億元;淨利潤從去年同期的 1,600 萬元,大幅增至 3,900 萬元;調整後每股收益 33 美分,高於預期的 29 美分。然而,公司預計第四季度營收為至少 5.8 億元,遠低於預期的 6.1 億元。

萃弈發言人表示,當中主要是因為部份垂直產業的廣告商暫時保持謹慎態度。

執行長格林(Jeff Green)在財報電話會議上指出,大約從 10 月第二週開始,開始看到汽車和消費電子產品等垂直產業品牌支出有所減少,特別是手機、媒體和娛樂領域,其中部份行業最近受到罷工的影響,如汽車行業。

此外,格林表示,公司 11 月第一週支出穩定,非常有信心將繼續超越行業內的其他競爭對手。

他補充,公司業務主要基於全球最大的品牌,這意味著如果每個人都因面臨宏觀不確定性而選擇採取一點謹慎態度,公司在短期內當然也無法倖免。

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