DNB Earnings Prediction
The chart below shows how DNB performed 10 days before and after its earnings report, based on data from the past quarters. Typically, DNB sees a +7.41% change in stock price 10 days leading up to the earnings, and a +4.47% change 10 days following the report. On the earnings day itself, the stock moves by -1.42%. This data can give you a slight idea of what to expect for the next quarter's release.
DNB Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
631.90M
0.24%
3.74%
Gross Margin
39.31%
-3.60%
-2.19%
Operating Margin
15.14%
-2.32%
8.38%
Net Margin
1.41%
243.90%
104.35%
EPS
0.02
--
100.00%
No Data Available
DNB Earnings Analysis
Dun & Bradstreet Holdings Inc Corporation (DNB.N) Earnings Conference Call
Positive
Organic Revenue Growth: 2024 was a year of meaningful improvement with 3% organic revenue growth and expanded EBITDA margins by 30 basis points.
Net Leverage Reduction: The company successfully reduced net leverage to 3.6x at year-end, improving its capital structure.
Client Migration Enhancements: Dun & Bradstreet completed significant migrations of clients to modern solutions, enhancing client stickiness and flexibility.
Risk Analytics Migration Success: The Risk Analytics platform was successfully migrated, providing clients with comprehensive risk assessment capabilities across nearly 600 million entities.
Localized Offerings Success: New localized offerings, such as the Risk Analytics compliance intelligence solution, generated significant new sales and a strong pipeline for 2025.
Client Partnerships Success: The company achieved notable client wins, including partnerships with leading firms in sales and marketing, fintech, and insurance, showcasing the value of its solutions.
International Revenue Growth: International segment revenues increased by 6% in 2024, driven by strong demand for API solutions and finance analytics across all regions.
Positive Revenue Outlook: The company expects total revenues for 2025 to be in the range of $2,440 million to $2,500 million, indicating a positive growth outlook.
Projected Adjusted EBITDA Growth: Adjusted EBITDA for 2025 is projected to be between $955 million to $985 million, reflecting anticipated growth in profitability.
Negative
Earnings Miss Report: Dun & Bradstreet Holdings, Inc. misses on earnings expectations, reporting EPS of $0.30 against expectations of $0.32.
Stagnant Revenue Growth: Fourth quarter revenues were $632 million, showing less than 1% growth compared to the prior year quarter, indicating stagnation in revenue growth.
Modest Net Income Increase: Net income for the fourth quarter was only $8 million, a modest increase from $2 million in the prior year, suggesting limited profitability improvement.
Revenue Impact from Delays: The company experienced a significant revenue impact of $9 million in Q4 due to delays in closing certain deals, attributed to distractions from ongoing processes.
Partnership Exit Revenue Impact: The exit from two partnerships negatively impacted revenues by $6 million in Q4 and is expected to affect full year 2025 revenues by $14 million.
Adjusted EBITDA Decline: Adjusted EBITDA for the fourth quarter decreased by $600,000, primarily due to higher cloud infrastructure costs, indicating rising operational expenses.
North America Revenue Decline: North America revenues for Q4 decreased by 1.8% from the prior year, reflecting challenges in the Finance and Risk segment, which saw a 5% revenue decline.
North America EBITDA Margin Decline: Adjusted EBITDA margin for North America decreased by 60 basis points to 45%, highlighting pressure on profitability in that segment.
Net Loss Improvement: The company reported a net loss of $29 million for the full year, compared to a net loss of $47 million in the prior year, indicating ongoing financial struggles despite some improvement.
2025 Revenue Growth Outlook: The outlook for 2025 includes a modest revenue growth expectation of 2.5% to 5%, which may not meet investor expectations for stronger growth.
DNB FAQs
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DNB Earning Call Sentiment
Dun & Bradstreet Holdings, Inc. (NYSE:DNB) Q4 2024 Earnings Call Transcript
DNB.N
-0.11%Positive
The earnings call presents a mixed picture: while there are some positive aspects such as international revenue growth and a decrease in net loss, there are also concerns like stagnant Q4 revenue, higher costs, and strategic review distractions. The Q&A section highlights uncertainties, particularly around strategic reviews and client hesitations. The market cap suggests moderate sensitivity to these factors. Overall, the positives and negatives seem balanced, leading to a neutral sentiment.
