PAY Earnings Prediction
The chart below shows how PAY performed 10 days before and after its earnings report, based on data from the past quarters. Typically, PAY sees a -5.51% change in stock price 10 days leading up to the earnings, and a +2.24% change 10 days following the report. On the earnings day itself, the stock moves by +1.93%. This data can give you a slight idea of what to expect for the next quarter's release.
PAY Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
231.57M
51.93%
17.30%
Gross Margin
26.20%
-14.88%
-11.96%
Operating Margin
5.22%
50.00%
0.77%
Net Margin
6.23%
49.04%
31.43%
EPS
0.11
120.00%
57.14%
No Data Available
PAY Earnings Analysis
Paymentus Holdings, Inc. Corporation (PAY.N) Earnings Conference Call
Positive
Significant Revenue Increase: Revenue grew 51.9% year-over-year, reaching $231.6 million in Q3 2024.
Contribution Profit Surge: Contribution profit increased by 30.1% to $80 million, demonstrating strong operational performance.
EBITDA Growth and Efficiency: Adjusted EBITDA rose 58.2% to $24.6 million, reflecting effective cost management and operational efficiency.
Strong Customer Demand: Bookings for the quarter and year are strong, indicating robust customer demand and a healthy backlog.
Transaction Price Increase: The average price per transaction increased to $1.49, up from $1.32 last year, showcasing improved pricing strategies.
Negative
Revenue Growth and Margin Decline: In the third quarter, revenue grew 51.9% year-over-year, but the contribution profit margin decreased to 34.5% compared to 40.3% in the prior year period.
EBITDA Margin Improvement: Adjusted EBITDA margin was 49.2% compared to 30.7% in the prior year, indicating a significant increase in operating expenses by 16.9% year-over-year to $44.3 million.
Net Income Decline: Net income for the third quarter was $19.6 million, or $0.15 per share, compared to $10.9 million, or $0.09 per share in the prior year period, reflecting a decline in profitability despite increased revenue.
Transaction Price Increase: The average price per transaction increased to $1.49, up from $1.32 last year, indicating rising costs that could impact future margins.
Cash Position Decline: The company ended the third quarter with total cash of $190.8 million, down from $192.9 million at the end of the last quarter, reflecting a decrease in cash generated from operations.
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PAY Earning Call Sentiment
Paymentus Holdings, Inc. (PAY) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
PAY.N
-1.61%Positive
The earnings call reveals strong financial performance, with a 51.9% revenue increase and robust EBITDA growth. Despite a slight decrease in contribution margin, the company is capturing market share with large clients, indicating potential for sustained growth. While there are operational risks and competitive pressures, the strategic onboarding of large clients and exploration of new revenue streams are positive indicators. The Q&A section reflects cautious but optimistic management, with a focus on long-term opportunities. Given the market cap of $2.28 billion, a positive stock price movement (2% to 8%) is expected.