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FINWIRES

Reddit发布乐观营收展望,第一季度业绩超出市场预期

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-- 周五早盘,Reddit (RDDT) 股价大幅上涨,此前这家社交媒体平台发布了第二季度营收预期中值,并表示该预期高于预期,这主要得益于其上一季度业绩强于预期。 该公司周四晚间表示,预计本季度营收将在 7.15 亿美元至 7.25 亿美元之间。该预期区间的中值为 7.2 亿美元,高于 FactSet 目前给出的 7.17 亿美元的普遍预期。在最近的盘前交易中,该股上涨了 14%。 根据 FactSet 的财报电话会议记录,首席财务官 Drew Vollero 在财报电话会议上表示:“我们(第二季度)的营收预期考虑到了(第一季度末)业务的强劲增长势头。” Vollero 还表示,该预期“也考虑到了去年同期强劲增长期的影响”。 截至3月31日的第一季度,Reddit每股净收益从去年同期的0.13美元飙升至1.01美元,远超华尔街预期的0.57美元。营收飙升69%至6.634亿美元,也超过了分析师平均预期的6.077亿美元。 首席运营官Jennifer Wong在电话会议上表示:“第一季度的营收增长得益于广告曝光量和价格的双重增长,这反映了我们平台的规模以及我们在广告技术栈方面的投入。我们的大多数主要垂直行业都表现强劲,尤其是零售、消费品、科技以及媒体和娱乐行业。同时,平台上的活跃广告主数量同比增长超过75%。” Vollero表示,在整个广告漏斗中强劲的广告需求推动下,广告收入增长74%至6.25亿美元。其中,美国和国际市场的营收分别增长了67%和76%。 该公司公布的3月份季度全球日活跃独立用户数为1.268亿,高于去年同期的1.081亿。华尔街此前的预期为1.259亿。美国日活跃独立用户数增长7%至5350万,国际用户数增长26%至7330万。 全球平均每位独立用户收入增长44%至5.23美元。 首席执行官史蒂夫·霍夫曼在电话会议上告诉分析师:“我们正致力于将美国日活跃用户数提升至接近最大平台的水平。我们的目标是达到1亿美国日活跃用户,我们正在积极执行相关战略以实现这一目标。”

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