TRUP Earnings Prediction
The chart below shows how TRUP performed 10 days before and after its earnings report, based on data from the past quarters. Typically, TRUP sees a -4.18% change in stock price 10 days leading up to the earnings, and a +4.12% change 10 days following the report. On the earnings day itself, the stock moves by +4.33%. This data can give you a slight idea of what to expect for the next quarter's release.
TRUP Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
327.46M
14.55%
4.02%
Gross Margin
13.74%
21.81%
20.53%
Operating Margin
0.54%
144.26%
-131.40%
Net Margin
0.44%
131.21%
-123.66%
EPS
0.03
130.00%
-121.43%
No Data Available
TRUP Earnings Analysis
Trupanion, Inc. Corporation (TRUP.O) Earnings Conference Call
Positive
Subscription Income Acceleration: Growth in our subscription adjusted operating income accelerated by 66% over the prior year period.
Subscription Margin Improvement: Our subscription adjusted operating margin reached 14% in the quarter, the highest level since quarter one of 2022, representing a 390 basis point year-over-year improvement.
Subscription Revenue Growth: Revenue for our subscription segment grew 20% in Q3.
Quarterly Revenue Increase: Total revenue for the quarter was $327.5 million, up 15% year-over-year.
Adjusted Operating Income Forecast: Adjusted operating income for the full year is now expected to be between $114 million and $117 million, representing 38% year-over-year growth.
Negative
Subscription Revenue Growth: Revenue for the subscription segment grew 20% in Q3, but the overall growth rate is still considered low at approximately 4%.
Monthly Retention Rate Decline: The average monthly retention for the trailing 12 months was 98.29%, down versus the third quarter last year, which was 98.55%.
Veterinary Invoice Cost Analysis: The subscription business cost of paying veterinary invoices was $155.5 million, resulting in a value proposition of 71%, down from 75.9% in the prior year period.
Quarterly Net Income Improvement: Net income for the quarter was $1.4 million, or $0.03 per basic and diluted share, compared to a net loss of $4 million or $0.10 per basic and diluted share in the prior year period.
Adjusted Operating Income Decline: The adjusted operating income for the full year is now expected to be between $114 million and $117 million, which represents a significant decrease from previous expectations.
TRUP FAQs
How does TRUP typically perform around its earnings report dates?
Is Trupanion, Inc. (TRUP) Q3 2024 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
TRUP Earning Call Sentiment
Trupanion, Inc. (TRUP) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
TRUP.O
-0.9%Positive
The earnings call summary and Q&A indicate a strong financial performance, with a 15% revenue increase and a notable margin expansion. Despite inflation concerns and currency fluctuations, optimistic guidance on retention improvement and efficient pet acquisition strategies support a positive outlook. The absence of a share repurchase program is a neutral factor. Given the company's small market cap, these positive developments are likely to result in a stock price increase of 2% to 8% over the next two weeks.