Shares of Matterport (MTTR -16.93%) fell 17.3% on Wednesday after the spatial data platform company announced weaker-than-expected quarterly revenue and a disappointing forward outlook. Matterport's decent quarter left the market underwhelmed Matterport's fourth-quarter 2023 revenue declined 3.9% year over year to $39.5 million, technically within (but below the midpoint of) its guidance for a range of $39 million to $41 million. Most analysts were modeling revenue of exactly $40 million. On the bottom line ...

Shares of Matterport (MTTR -16.93%) dropped 16.9% on Wednesday, following the digital-twin platform operator's release on the prior afternoon of its fourth-quarter 2023 report. The stock's decline is probably largely attributable to the quarter's revenue, along with first-quarter 2024 revenue guidance, missing Wall Street's expectations. The company fared better on the bottom line relative to analyst consensus estimates. The fourth quarter's adjusted earnings-per-share (EPS) result was in line with the Stre ...

财务数据和关键指标变化 - 总收入达到39.5百万美元,符合公司指引范围 [38] - 订阅收入增长23%至23.7百万美元,超出指引上限,占总收入的60% [38][39] - 年度经常性收入达到94.7百万美元,接近100百万美元的里程碑 [39] - 总毛利率提升至53%,较去年同期的36%大幅改善 [42] - 非GAAP每股亏损为0.04美元,较去年同期改善56% [44] 各条业务线数据和关键指标变化 - 住宅房地产和非住宅房地产订阅收入均增长超过20% [41] - 住宅房地产订阅收入占比约50% [41] - 企业和中小企业订阅计划均增长超过20% [39] - 付费订阅用户增长13%,免费订阅用户增长36% [40] - 净美元扩张率提升至109%,创两年来最高水平 [40] 各个市场数据和关键指标变化 - 美洲和亚太地区订阅收入增长20%,欧洲、中东和非洲地区增长超过30% [39] - 住宅房地产业务在房地产市场下滑的情况下仍实现14%的增长 [12][13] - 非房地产行业(如设施管理和建筑)订阅收入增长超过20% [13] 公司战略和发展方向及行业竞争 - 公司实施全面重组,更好地与核心业务和增长潜力最大的领域保持一致 [11] - 加强生产力和销售营销效率,专注于投资回报率最高的领域 [11] - 加速AI解决方案战略,利用大语言模型等技术革新与实体世界的互动方式 [15][16][22] - 推出物业智能功能,提供自动化测量、布局、编辑和报告等功能 [17][18][20] - 计划在今年下半年推出基于生成式AI的新功能,进一步增强数字孪生的能力 [22] - 与Belden等合作伙伴共同开发基于数字孪生的连接解决方案,服务工业自动化、智能建筑等领域 [32][33][34] 管理层对经营环境和未来前景的评论 - 公司在房地产市场下滑和利率高涨的情况下仍实现16%的总收入增长 [12] - 订阅收入增长和毛利率改善,加上更高的运营效率,有望在今年实现现金流正转 [9][48][54] - 物业智能和AI战略有望显著改变公司的业务轨迹,推动长期增长 [22][58] - 数字孪生技术有望在各行各业掀起变革,公司处于行业领先地位 [60][61] 问答环节重要的提问和回答 问题1 **Yun Kim 提问** 物业智能的go-to-market策略是什么?定价模式如何? [64] **RJ Pittman 回答** 将物业智能功能推广给现有客户,同时也将其作为吸引新客户的增长驱动力 [65][66][67] 定价暂时不变,将来可能会根据客户需求和产品价值适当调整 [68] 问题2 **Chris Quintero 提问** 2024财年指引中对AI驱动功能的采用有何假设? [78] **JD Fay 回答** 物业智能功能已经纳入现有订阅,预计现有客户将快速采用;同时也将推动新客户的获取 [80][81] 问题3 **Bhavin Shah 提问** 客户采用物业智能功能能带来哪些效率提升? [86] **RJ Pittman 回答** 大幅缩短人工勘察、测量等流程,显著提高生产力和降低成本,客户ROI非常可观 [88][89][90][91]

In the stock markets, where major tech players typically capture investors’ attention, hidden-gem VR stocks lie in wait for discovery. The investment landscape has been evolving, and the growing interest in VR has caught the attention of savvy investors. In 2023, both the VR market and AI reached peak popularity, leading to multiple success stories across both domains. Moreover, according to Grand View Research, the global VR market reached a valuation of $59.96 billion in 2022, and projections indicate sub ...

SUNNYVALE, Calif., Feb. 15, 2024 (GLOBE NEWSWIRE) -- Matterport, Inc. (NASDAQ:MTTR), is today launching Property Intelligence, a collection of AI-powered features that provides customers with access to automated measurements, layouts, editing, and reporting capabilities generated from a Matterport digital twin of their property. The result of years of advancements in spatial data, computer vision, and deep learning, Property Intelligence unlocks information and data about a property that has never been so e ...

SUNNYVALE, Calif., Feb. 13, 2024 (GLOBE NEWSWIRE) -- Matterport, Inc. (NASDAQ:MTTR), the leading digital twin platform to access, understand and utilize properties, announced that Matterport CEO and Chairman, RJ Pittman, was named to Silicon Valley Business Journal's Power 100 List for 2024. In its second year, the Power 100 recognizes the business and cultural influencers who will have the biggest impact on Silicon Valley's future. This prestigious list goes beyond CEOs to reflect Silicon Valley's most pow ...

合作协议 - Matterport与Visiting Media达成协议，深化合作[1] 支持服务 - Visiting Media在全球范围内为数千家酒店提供支持，使用Matterport的数字孪生平台和物业营销解决方案[2] 技术应用 - 预测到2025年，大约50%的旅行和酒店组织将采用数字孪生技术来提高效率和预订率[4]

合作内容 - Matterport与Arcadus达成合作，将Matterport数字孪生平台提供给美国客户[1] - Arcadus将成为Matterport数字孪生平台在公共部门的首家增值经销商[4] 公共部门市场 - Matterport首次进入公共部门市场是在2021年，提供了Matterport for Government SaaS解决方案[3] Arcadus介绍 - Arcadus是一家领先的数字孪生服务增值经销商，为公共部门提供数字化解决方案[2]

SUNNYVALE, Calif, Jan. 25, 2024 (GLOBE NEWSWIRE) -- Matterport, Inc. (NASDAQ:MTTR) partner, VRPM, a leading visualization and virtual staging platform, demonstrated how Matterport's Digital Twin Platform is being applied to virtual staging for interior design in the commercial real estate sector. VRPM is one of the leading virtual staging platforms in the UK, which with Matterport's technology has scanned over 15,000 properties. As the impact of the COVID-19 pandemic reshaped the business landscape, VRPM ex ...

Matterport公司新功能介绍 - Matterport公司推出了新的高密度扫描功能，使得使用Pro3相机进行现场建模更加容易，有助于简化工作流程，减少错误，并加快项目进度[1] - 高密度扫描使得Matterport Pro3相机每次扫描可以捕捉超过500万个经过滤的真实深度点，比标准密度扫描增加了六倍[2] - 客户可以通过E57文件形式访问高密度数据，该文件可以导入到Autodesk Revit和其他设计和施工软件中[3]