ZEPP Earnings Prediction
The chart below shows how ZEPP performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ZEPP sees a -10.27% change in stock price 10 days leading up to the earnings, and a -7.86% change 10 days following the report. On the earnings day itself, the stock moves by +10.76%. This data can give you a slight idea of what to expect for the next quarter's release.
ZEPP Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
42.46M
-92.95%
4.48%
Gross Margin
40.61%
19.83%
0.87%
Operating Margin
-29.53%
-1740.56%
21.67%
Net Margin
-31.23%
-6889.13%
17.01%
EPS
-0.05
-600.00%
-70.59%
No Data Available
ZEPP Earnings Analysis
Zepp Health Corporation Corporation (ZEPP.N) Earnings Conference Call
Positive
Self-Branded Product Revenue Growth: Self-branded product revenue grew 10% over the previous quarter to USD 40 million, primarily driven by ASP growth of 44%.
Record Gross Margin Achievement: Q3 gross margin reached 41%, the highest in our history.
Record Amazfit Sales Growth: This quarter marked our highest sequential growth in Amazfit product sales for the year.
Record Gross Margin Achievement: We achieved the highest gross margin in our history due to a better mix of products with higher gross margins.
Product Innovation Commitment: Our commitment to product innovation remains central to our growth strategy, as demonstrated by the market's positive reception of our recent launches.
Negative
Sales Performance Challenges: Despite a 10% increase in self-branded sales quarter-over-quarter, overall sales for the third quarter fell short of expectations due to supply constraints and reduced consumer spending.
Operating Costs Analysis: Operating costs for the quarter stood at USD 29 million, which included a foreign exchange loss of USD 1 million due to a sharp RMB to dollar exchange rate appreciation.
R&D Expense Increase: Research and development expenses increased by 11.7% year-over-year to USD 10.6 million, accounting for 24.9% of revenue compared to 11.4% for the same period in 2023.
G&A Expense Increase: G&A expenses were USD 6.7 million in Q3 2024, an increase of 14.7% year-over-year, representing 15.7% of revenue compared to 7% in the same period in 2023.
Operating Loss Reported: The company reported an operating loss this quarter, attributed largely to cost coverage issues, despite improvements throughout the year.
ZEPP FAQs
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ZEPP Earning Call Sentiment
Zepp Health Corporation (ZEPP) Q3 2024 Earnings Call Transcript
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00:00
00:00
ZEPP.N
-0.67%Positive
The earnings call indicates strong financial performance, with record high gross margins and increased revenue from self-branded products. Despite some challenges like supply constraints and foreign exchange losses, the company shows optimism in resolving these issues and expects significant revenue growth in Q4. The expanded share buyback program reflects confidence in long-term strategy, and the focus on new product launches and strategic partnerships further supports a positive outlook. The Q&A session highlighted high demand and market opportunities, reinforcing a positive sentiment.
