VNET Earnings Prediction
The chart below shows how VNET performed 10 days before and after its earnings report, based on data from the past quarters. Typically, VNET sees a +1.69% change in stock price 10 days leading up to the earnings, and a +10.45% change 10 days following the report. On the earnings day itself, the stock moves by +2.22%. This data can give you a slight idea of what to expect for the next quarter's release.
VNET Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
2.12B
12.39%
6.37%
Gross Margin
23.18%
42.73%
8.78%
Operating Margin
9.03%
428.07%
-7.48%
Net Margin
15.66%
842.18%
335.00%
EPS
0.18
400.00%
350.00%
No Data Available
VNET Earnings Analysis
VNET Group, Inc. American Depositary Shares Corporation (VNET.O) Earnings Conference Call
Positive
Strong Revenue Growth: We delivered a strong quarter, led by a 12.4% year-over-year increase in net revenues to RMB 2.12 billion, mainly driven by the rapid growth of our wholesale IDC business.
Adjusted EBITDA Growth: Adjusted EBITDA also increased by 20.2% year-over-year to RMB 595 million, thanks to our cost and resource allocation optimization efforts.
Wholesale Revenue Surge: Our wholesale business maintained its strong growth momentum, with net revenues from this segment increasing by a remarkable 86.4% year-over-year to RMB 523 million as we capitalized on rising demand.
Wholesale Capacity Growth: Wholesale capacity in service reached 358 megawatts as of the end of September, increasing by 69 megawatts year-over-year and 26 megawatts quarter-over-quarter.
Retail IDC Business Stability: Our retail IDC business continued to progress smoothly with capacity and service utilization rates remaining stable as of the end of September.
Negative
VNET FAQs
How does VNET typically perform around its earnings report dates?
Is VNET Group Inc (VNET) Q3 2024 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
VNET Earning Call Sentiment
VNET Group Inc (VNET) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
VNET.O
13.44%Positive
The earnings call reflects strong financial performance, with significant revenue and EBITDA growth, driven by AI-related demand and wholesale business expansion. Despite some risks like supply chain challenges and high debt ratios, the company's strategic investments and operational improvements enhance shareholder value. The Q&A section highlights stable pricing and expected margin improvements, supporting positive sentiment. The optimistic revenue and EBITDA guidance, coupled with a strong focus on sustainability and capacity expansion, suggest a positive stock price movement in the next two weeks.
