JD Earnings Prediction
The chart below shows how JD performed 10 days before and after its earnings report, based on data from the past quarters. Typically, JD sees a -1.85% change in stock price 10 days leading up to the earnings, and a -1.14% change 10 days following the report. On the earnings day itself, the stock moves by +2.73%. This data can give you a slight idea of what to expect for the next quarter's release.
JD Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
36.35B
6.31%
-9.66%
Gross Margin
17.30%
10.61%
9.77%
Operating Margin
4.63%
23.14%
28.61%
Net Margin
4.93%
48.49%
5.57%
EPS
0.54
54.29%
-5.26%
No Data Available
JD Earnings Analysis
JD.com, Inc. Corporation (JD.O) Earnings Conference Call
Positive
Top-Line Revenue Acceleration: In Q3, our top-line growth accelerated sequentially, with net revenues growing by 5% year-on-year to RMB 260 billion, driven by a 5% increase in product revenues.
User Engagement Growth: Our active user base and shopping frequency expanded with stronger momentum, achieving a robust 20% increase in shopping frequency during the quarter.
Net Profit Increase: In Q3, our net profit increased by 6% year-on-year, reflecting our commitment to cost management and operational efficiency improvements.
Retail Revenue Increase: JD Retail revenues were up 6% year-on-year in Q3, supported by strong growth in our electronics and home appliances categories.
Share Repurchase Program Completion: We completed our share repurchase program, purchasing approximately $390 million worth of shares in Q3, demonstrating our commitment to returning value to shareholders.
Negative
New Business Revenue Decline: In Q3, JD's revenue from new business decreased by 26% year-on-year, primarily due to adjustments in the Jingxi business.
New Business Operating Loss: Non-GAAP operating loss of New Business was RMB 616 million in the quarter, compared to a loss of RMB 192 million a year ago.
Share Repurchase Impact: The total value of shares repurchased in Q3 was approximately $390 million, indicating a significant cash outflow.
Share Repurchase Activity: During the nine months ending September 30, 2024, the total value of shares repurchased was $3.65 billion, accounting for 8.1% of total shares outstanding as of the end of 2023.
Cash Flow Decline: The cash flow at the end of Q3 was RMB 34 billion, compared to RMB 39 billion in the same period last year, reflecting a decrease in cash reserves.
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JD Earning Call Sentiment
JD.com, Inc. (JD) Q3 2024 Earnings Conference Call Transcript
1.0x
00:00
00:00
JD.O
-1.03%Positive
The earnings call highlights strong financial performance with revenue and profit growth, supported by strategic investments and a robust share repurchase program. Despite some concerns about new business losses and unclear guidance in the Q&A, the overall sentiment is positive due to strong gross profit and non-GAAP net profit growth, as well as continued investment in high-potential categories. The launch of a new share repurchase program and optimistic guidance further bolster the positive outlook, suggesting a stock price increase of 2% to 8% over the next two weeks.