CPNG Earnings Prediction
The chart below shows how CPNG performed 10 days before and after its earnings report, based on data from the past quarters. Typically, CPNG sees a -4.39% change in stock price 10 days leading up to the earnings, and a -0.58% change 10 days following the report. On the earnings day itself, the stock moves by +0.90%. This data can give you a slight idea of what to expect for the next quarter's release.
CPNG Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
7.87B
27.21%
7.41%
Gross Margin
28.85%
13.94%
-1.37%
Operating Margin
1.49%
5.67%
-1962.50%
Net Margin
0.81%
-45.27%
-156.64%
EPS
0.04
-20.00%
-200.00%
No Data Available
CPNG Earnings Analysis
Coupang, Inc. Corporation (CPNG.N) Earnings Conference Call
Positive
Quarterly Revenue Growth: This quarter, constant currency revenues grew 32% over last year, or 25% excluding Farfetch, which we acquired earlier this year.
Consistent Growth Achievement: This marks yet another quarter of at least 20% constant currency growth, which we've been able to do in 14 out of the 15 quarters we've reported since our IPO.
Active Customer Growth: Active customers in Product Commerce grew again, up 11% year-over-year.
Increased Engagement Through Expansion: We continue to see higher engagement as we add more selection on Rocket and provide more services.
Net Revenue Growth Analysis: Our total net revenues grew 27% year-over-year or 20% excluding the impact of Farfetch.
Negative
Revenue Growth Analysis: Total net revenues grew 27% year-over-year or 20% excluding the impact of Farfetch.
Retail Spend Stability: The total retail spend in Korea was relatively flat year-over-year.
Product Commerce Revenue Growth: Product Commerce segment revenues grew at 16% year-over-year or 20% in constant currency, which is lower than expected.
EBITDA Margin Decline: The adjusted EBITDA margin for the quarter was 4.4%, indicating a decrease from previous quarters.
Developing Offerings Loss: The Developing Offerings segment reported a $127 million loss for the quarter, despite improvements year-over-year.
CPNG FAQs
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CPNG Earning Call Sentiment
Coupang (CPNG) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
CPNG.N
0.62%Positive
Coupang's earnings call reveals strong financial performance with significant revenue and gross profit growth, and improving margins. While there are competitive and regulatory risks, the company's strategic investments and operational efficiencies suggest continued growth. Despite a lack of share repurchase announcements, the optimistic guidance on margin expansion and near break-even achievements in developing offerings signal a positive outlook. Analysts' questions reflect cautious optimism, and management's responses, although somewhat vague, do not indicate major concerns. Overall, the sentiment leans positive, suggesting a stock price increase of 2% to 8% over the next two weeks.