RPD Earnings Prediction
The chart below shows how RPD performed 10 days before and after its earnings report, based on data from the past quarters. Typically, RPD sees a +4.35% change in stock price 10 days leading up to the earnings, and a -3.88% change 10 days following the report. On the earnings day itself, the stock moves by -2.02%. This data can give you a slight idea of what to expect for the next quarter's release.
RPD Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
216.26M
5.36%
0.75%
Gross Margin
69.36%
-1.95%
-1.81%
Operating Margin
1.76%
-62.39%
-73.49%
Net Margin
-0.68%
-108.47%
-108.82%
EPS
-0.02
-107.41%
-109.09%
No Data Available
RPD Earnings Analysis
Rapid7 Inc Corporation (RPD.O) Earnings Conference Call
Positive
Annual Recurring Revenue Growth: Rapid7 ended 2024 with $840 million in ARR, growing 4% over the prior year.
Revenue Exceeds Guidance: Full year revenue of $844 million grew 9% over the prior year and exceeded the high end of guidance.
Operating Income Expansion: Operating income of $164 million was above the guided range for the year, representing a 19% full year operating margin, an expansion of over 600 basis points from the prior year.
Free Cash Flow Performance: Generated $154 million of free cash flow in 2024, towards the high end of the outlook range, representing a full year free cash flow margin of 18%.
Customer Base Expansion: Total customer base grew 2% year-over-year to end 2024 with over 11,700 customers globally.
Negative
Earnings Miss Report: Rapid7, Inc. misses on earnings expectations with reported EPS of $0.48, below the expected $0.50.
Q4 Revenue Growth Slowdown: Total revenue for Q4 2024 was $216 million, reflecting only a 5% increase year-over-year, indicating a slowdown in growth compared to previous quarters.
Professional Services Revenue Decline: Professional services revenue declined by 6% year-over-year, highlighting a strategic deemphasis on lower value services and potential customer dissatisfaction.
Revenue Growth Deceleration: The company expects total revenue growth of only 2% to 3% for 2025, signaling a significant deceleration in growth compared to the previous year.
Limited Customer Growth: Customer growth was limited, with only a 2% increase in total customer base year-over-year, suggesting challenges in expanding market share.
RPD FAQs
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RPD Earning Call Sentiment
Rapid7, Inc. (NASDAQ:RPD) Q4 2024 Earnings Call Transcript
RPD.O
2.46%Positive
The earnings call summary presents a mixed picture. Financial performance shows positive revenue growth, but there are concerns like missed EPS expectations and declining professional services revenue. The Q&A reveals uncertainties in the vulnerability management market and competitive pressures, offset by optimism in D&R growth and pipeline. Despite solid cash flow and operating income, the cautious ARR guidance and unclear management responses contribute to a neutral sentiment, especially given the market cap. The predicted stock movement is likely within the neutral range (-2% to 2%).
