SABR Earnings Prediction
The chart below shows how SABR performed 10 days before and after its earnings report, based on data from the past quarters. Typically, SABR sees a +1.29% change in stock price 10 days leading up to the earnings, and a -3.19% change 10 days following the report. On the earnings day itself, the stock moves by -1.48%. This data can give you a slight idea of what to expect for the next quarter's release.
SABR Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
764.71M
3.28%
-0.33%
Gross Margin
57.86%
-4.01%
-0.41%
Operating Margin
9.37%
15.82%
-17.88%
Net Margin
-8.26%
-70.56%
-8.83%
EPS
-0.16
-73.77%
-11.11%
No Data Available
SABR Earnings Analysis
Sabre Corporation Corporation (SABR.O) Earnings Conference Call
Positive
Q3 2024 Revenue Increase: 1. Revenue Growth: Sabre reported total revenue of $765 million for Q3 2024, marking a 3% increase year-on-year, driven by a 5% rise in distribution revenue to $551 million.
Adjusted EBITDA Improvement: 2. Adjusted EBITDA Increase: The company achieved an Adjusted EBITDA of $131 million in Q3 2024, a significant improvement of 19% compared to $110 million in the same quarter last year.
Record Hospitality Revenue Growth: 3. Strong Hospitality Solutions Performance: Hospitality Solutions revenue reached $84 million, a 7% year-on-year increase, representing the highest quarterly revenue in the segment's history, with Adjusted EBITDA improving by 67% to $11 million.
Positive Free Cash Flow: 4. Positive Free Cash Flow: Sabre generated positive free cash flow of $8 million in Q3 2024, contributing to a cash balance of $690 million, indicating strong financial health.
Air Distribution Bookings Increase: 5. Air Distribution Bookings Growth: Air Distribution bookings grew by over 3% year-on-year, with expectations for continued momentum into 2025, supported by a strong commercial pipeline and contract wins.
Negative
Revenue Shortfall: 1. Revenue Miss: Sabre reported total revenue of $765 million, falling short of the guidance of $775 million by $10 million due to small discrepancies across various revenue streams.
IT Solutions Revenue Decline: 2. Decline in IT Solutions Revenue: IT Solutions revenue decreased by $7 million year-over-year to $140 million, primarily driven by previously disclosed demigrations, indicating ongoing challenges in this segment.
Air Distribution Booking Decline: 3. Air Distribution Bookings Shortfall: Air Distribution bookings were 200,000 lower than internal expectations, contributing to the overall revenue miss and highlighting potential weaknesses in booking performance.
Cost of Revenue Concerns: 4. Cost of Revenue Pressure: The cost of revenue remained around 57.5% of distribution revenue, raising concerns about potential pressure on gross margins as new high-volume wins are integrated.
Content Distribution Loss: 5. Loss of Turkish Airlines Content: Sabre did not reach an agreement with Turkish Airlines for content distribution, which could negatively impact future revenue and competitive positioning in the market.
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SABR Earning Call Sentiment
Sabre Corporation (SABR) Q3 2024 Earnings Call Transcript
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00:00
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SABR.O
3.74%Positive
Despite positive developments in adjusted EBITDA and free cash flow, concerns arise from revenue misses, regulatory issues, competitive pressures, and unclear management responses. The market cap indicates moderate volatility, suggesting a neutral stock price movement in the short term.
