DLO Earnings Prediction
The chart below shows how DLO performed 10 days before and after its earnings report, based on data from the past quarters. Typically, DLO sees a +4.90% change in stock price 10 days leading up to the earnings, and a +4.88% change 10 days following the report. On the earnings day itself, the stock moves by +1.74%. This data can give you a slight idea of what to expect for the next quarter's release.
DLO Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
185.77M
13.33%
8.46%
Gross Margin
42.08%
-7.46%
3.24%
Operating Margin
22.15%
-25.94%
25.35%
Net Margin
14.43%
-41.39%
-46.56%
EPS
0.09
-30.77%
-40.00%
No Data Available
DLO Earnings Analysis
DLocal Limited Class A Common Shares Corporation (DLO.O) Earnings Conference Call
Positive
Total Payment Volume Surge: Total payment volume (TPV) reached $6.5 billion, up 41% year-over-year and 8% quarter-over-quarter.
Cross-Border Flow Milestone: Cross-border flows exceeded $3 billion for the first time, marking a 12% quarter-over-quarter growth and 35% year-over-year growth.
Record Gross Profit Growth: Gross profit reached a record $78 million, up 5% year-over-year, demonstrating strong operational performance across diverse verticals.
Quarterly Adjusted EBITDA Growth: Adjusted EBITDA for the quarter was $52 million, reflecting a 23% increase quarter-over-quarter and a margin of 28%.
Operating Cash Flow Increase: Net cash from operating activities amounted to $26 million, up from $19 million in Q2, representing a 37% increase.
Negative
Latin America Gross Profit Decline: Despite a strong performance, gross profit in Latin America decreased by 6% year-over-year, primarily driven by lower FX spreads following currency devaluation in December 2023.
Net Income Decline: Net income for the quarter was $27 million, down 42% quarter-over-quarter and 34% year-over-year, impacted by lower finance results.
Adjusted EBITDA Performance: Adjusted EBITDA reached $52 million, down year-over-year, indicating increased operational leverage with adjusted EBITDA over gross profit margin now at 67%.
Operating Expenses Surge: Operating expenses reached $37 million, reflecting a 61% increase year-over-year, primarily due to investments in product development and IT capabilities.
Brazil Growth Slowdown: The company experienced a sequential slowdown in growth in Brazil, driven by a loss of share of wallet and credit card payments with a top commerce merchant.
DLO FAQs
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DLO Earning Call Sentiment
DLocal Limited (DLO) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
DLO.O
1.51%Positive
The earnings call highlights strong financial performance with record TPV, increased revenue, and improved EBITDA margins. While net income declined, cash flow from operations improved, indicating robust cash generation. The Q&A section addressed concerns about Brazil and expenses, with management providing reassurances. Despite unclear answers on margin expectations and operational leverage, the company's growth in new markets and competitive advantages in remittance are positive indicators. The market cap suggests moderate volatility, leading to a prediction of a positive stock price movement of 2% to 8% over the next two weeks.
