PDD Earnings Prediction
The chart below shows how PDD performed 10 days before and after its earnings report, based on data from the past quarters. Typically, PDD sees a -1.74% change in stock price 10 days leading up to the earnings, and a +0.73% change 10 days following the report. On the earnings day itself, the stock moves by +3.12%. This data can give you a slight idea of what to expect for the next quarter's release.
PDD Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
99.35B
44.33%
2.36%
Gross Margin
60.03%
-1.64%
-8.04%
Operating Margin
24.45%
1.03%
-27.12%
Net Margin
25.14%
11.39%
-23.77%
EPS
4.23
59.62%
-21.67%
No Data Available
PDD Earnings Analysis
PDD Holdings Inc. American Depositary Shares Corporation (PDD.O) Earnings Conference Call
Positive
High-Quality Development Strategy: In the third quarter, we stepped up our efforts in executing a high-quality development strategy and invested firmly in building a healthy platform ecosystem.
Ecosystem Upgrade Initiatives: We rolled out several initiatives that extended our ecosystem upgrade to the whole supply chain, such as the $10 billion fee reduction program and a high-cost emergency support program.
Strong Revenue and Income: This past quarter, we delivered robust results with revenues and net income reaching $25 billion, respectively.
Revenue Increase Analysis: In Q3, our total revenues increased 44% year over year to RMB 99.4 billion, driven mainly by an increase in revenues from online marketing services and transaction services.
Operating Profit Increase: Our non-GAAP operating profit was RMB 26.6 billion versus RMB 18.1 billion in the same quarter last year.
Negative
Moderated Revenue Growth: Revenue growth has moderated, with a noted decrease in growth rates compared to previous quarters, indicating intensified competition and external challenges.
Revenue Growth Trends: Total revenues increased by 44% year-over-year to RMB 99.4 billion, but this growth is showing signs of slowing down due to market pressures.
Cost of Revenues Increase: Total cost of revenues increased by 48%, from RMB 26.8 billion in Q3 2023 to RMB 39.7 billion in Q3 2024, driven by higher fulfillment and payment processing fees.
Operating Expenses Increase: Operating expenses rose by 39% to RMB 35.4 billion, compared to RMB 25.4 billion in the same quarter last year, reflecting increased operational costs.
Operating Cash Flow Decline: Net cash generated from operating activities decreased to RMB 27.5 billion, down from RMB 32.5 billion in the same quarter last year, indicating a decline in operational efficiency.
PDD FAQs
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PDD Earning Call Sentiment
PDD Holdings Inc. (PDD) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
PDD.O
-0.41%Positive
The earnings call summary indicates strong financial performance with significant revenue growth and increased net income. The company is actively investing in merchant support and agricultural initiatives, which are likely to enhance its market position. Despite concerns about profitability trends and external competition, the optimistic outlook and strategic initiatives suggest a positive market reaction. The Q&A section reveals management's commitment to addressing challenges, although some responses lack clarity. Overall, the positive earnings and strategic investments outweigh potential negatives, leading to a predicted stock price increase of 2% to 8% over the next two weeks.