KC Earnings Prediction
The chart below shows how KC performed 10 days before and after its earnings report, based on data from the past quarters. Typically, KC sees a -5.97% change in stock price 10 days leading up to the earnings, and a +0.79% change 10 days following the report. On the earnings day itself, the stock moves by +0.32%. This data can give you a slight idea of what to expect for the next quarter's release.
KC Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.89B
16.02%
-0.33%
Gross Margin
16.09%
33.31%
-4.40%
Operating Margin
-12.45%
-39.59%
-15.13%
Net Margin
-56.27%
15.81%
200.91%
EPS
-0.29
-31.82%
190.00%
No Data Available
KC Earnings Analysis
Kingsoft Cloud Holdings Limited American Depositary Shares Corporation (KC.O) Earnings Conference Call
Positive
Strong Revenue Performance: Revenue growth of 16% year-over-year, reaching RMB 1.885 billion, demonstrating strong performance in the market.
AI Revenue Surge: AI-related revenues surged to RMB 362 million, accounting for 31% of public cloud revenues, indicating significant growth potential.
Gross Profit Surge: Adjusted gross profit increased by 56.7% year-over-year to RMB 307.6 million, with a gross margin of 16.3%.
EBITDA Margin Turnaround: Adjusted EBITDA margin improved to 9.8%, reflecting a significant turnaround from a loss of 8.6% in the same quarter last year.
Strong Cash Generation: Operating cash flow reached RMB 228 million, showcasing strong cash generation capabilities from operations.
Negative
Slowing Revenue Growth: Revenue growth slowed to 16% year-over-year, indicating a potential decline in market demand.
Operating Loss Margin Increase: The adjusted operating loss margin increased from 16.2% last year to 7% this quarter, reflecting ongoing operational challenges.
Public Cloud Revenue Growth: Total revenue from public cloud services was RMB 1.175 billion, up only 15.6% from RMB 1.016.6 million in the same quarter last year, suggesting slower growth in this segment.
Gross Profit Margin Decline: Adjusted gross profit margin decreased slightly to 16.3%, indicating potential cost management issues despite a year-over-year increase.
R&D Expense Increase: R&D expenses rose by 16.1% from last quarter, reflecting increased investment but also highlighting rising operational costs.
KC FAQs
How does KC typically perform around its earnings report dates?
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KC Earning Call Sentiment
Kingsoft Cloud Holdings Limited (KC) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
KC.O
5.69%Positive
The earnings call summary indicates strong financial performance, with significant revenue growth driven by AI services and improved margins. The company expects accelerated growth and profitability in Q4, supported by strategic partnerships with Xiaomi and Kingsoft. Despite competitive pressures and regulatory uncertainties, the market share is increasing. The Q&A section highlights positive analyst sentiment, particularly regarding AI's higher margins and improved EBITDA. However, the lack of detailed guidance on profitability timing slightly tempers the outlook. Overall, the sentiment is positive, suggesting a potential stock price increase of 2% to 8%.
