VSTA Earnings Prediction
The chart below shows how VSTA performed 10 days before and after its earnings report, based on data from the past quarters. Typically, VSTA sees a +5.93% change in stock price 10 days leading up to the earnings, and a -4.40% change 10 days following the report. On the earnings day itself, the stock moves by +0.34%. This data can give you a slight idea of what to expect for the next quarter's release.
VSTA Key Earning Data
2024/Q4
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VSTA Earnings Analysis
Vasta Platform Ltd Corporation (VSTA.O) Earnings Conference Call
Positive
Earnings Surprise Achievement: Vasta Platform Limited beats earnings expectations with reported EPS of $1.42, significantly higher than the expected $0.25.
Net Revenue Increase: Net revenue increased by 13% to BRL 1,674 million, driven by successful conversion of annual contract value into revenue.
EBITDA Growth and Efficiency: Adjusted EBITDA grew by 13% to BRL 580 million with a margin of 30.4%, reflecting operational efficiency and a favorable sales mix.
Cash Flow Increase: Cash flow generation reached BRL 215 million, a 14% increase from 2023, indicating strong financial health.
B2G Revenue Growth: The B2G business unit generated BRL 105 million in revenue, a 29% increase compared to 2023, showcasing growth in public education.
Franchise Market Potential: The Start Anglo Bilingual School franchise launched in 2023 has signed 40 contracts and has a strong pipeline of over 350 prospects, indicating robust market potential.
Enhanced Learning Platform: The technology platform, Plurall, has been enhanced with an intelligent assistant powered by AWS, improving personalized learning experiences for students.
Q4 Profitability Growth: Adjusted net profit for Q4 2024 totaled BRL 114 million, an 18.9% increase compared to the same quarter in 2023, reflecting profitability growth.
Negative
Non-Subscription Revenue Decline: The company reported a decrease in non-subscription revenue by 16% to BRL 107 million, indicating a potential weakness in this segment.
Gross Margin Decline: Despite an overall increase in revenue, the gross margin decreased by 0.6 percentage points from the previous year, suggesting challenges in maintaining profitability.
Accounts Receivable Payment Terms: The average payment terms for accounts receivable increased by 7 days to 186 days, which may indicate potential cash flow issues or slower collections.
Credit Landscape Challenges: Management highlighted ongoing challenges in the credit landscape, particularly for non-premium brands, which could impact future performance.
Rising Commercial Expenses: The company is facing a higher commercial expense as a percentage of net revenue, which increased by 0.3 percentage points, indicating rising costs associated with business expansion.
VSTA FAQs
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VSTA Earning Call Sentiment
Vasta Platform Limited (NASDAQ:VSTA) Q4 2024 Earnings Call Transcript
VSTA.O
-5.62%Positive
The earnings call reveals strong financial performance with increased revenue, EBITDA, and free cash flow, despite challenges in credit landscape and economic factors. The Q&A section highlights some unclear guidance, but overall, the company demonstrates resilience with strategic growth initiatives and a share buyback program. These positive indicators outweigh the concerns, suggesting a likely positive stock price movement in the short term.
