Investors continued to sell the stock in response to Wednesday's earnings report. Shares of Perion Network (PERI -3.64%) were moving lower today for the second day in a row after the adtech company reported first-quarter earnings Wednesday morning that initially pleased the market but reversed later in the session. On Thursday, that slide continued as investors had more time to assess the state of the business after Microsoft slashed its payments to ad partners like Perion, causing the stock to plunge by ro ...

财务数据和关键指标变化 - 第一季度收入同比增长9%至1.578亿美元 [39] - 调整后EBITDA同比下降35%至2030万美元,调整后EBITDA利润率为13% [39][43] - GAAP净收入同比下降51%至1180万美元 [45] - 经营活动现金流同比下降61%至690万美元 [46] - 净现金略有增加至4.797亿美元 [46] 各条业务线数据和关键指标变化 - 广告解决方案收入同比下降5%至7580万美元,占总收入48% [40] - CTV广告业务同比增长108%至820万美元,占广告解决方案收入11% [41] - 数字户外广告同比增长25%至970万美元 [42] - 零售媒体业务同比增长134%至1490万美元,占广告解决方案收入20% [42] - 搜索广告收入同比增长26%至8200万美元 [42] 各个市场数据和关键指标变化 - 平均每日搜索量同比增长20% [42] - 发布商数量同比增长8% [42] 公司战略和发展方向及行业竞争 - 公司推出全新品牌形象,致力于打造覆盖整个消费者旅程的广告商生态圈 [12][13] - 公司通过收购HiveStack进一步拓展数字户外广告业务,并将其与零售媒体解决方案相结合 [16][17][24] - 公司持续推出创新产品,如SORT 2.0和Wave动态音频广告技术 [28][29][30] - 公司在行业内获得多项认证,体现了公司在数字广告领域的专业实力 [34] 管理层对经营环境和未来前景的评论 - 公司面临微软必应搜索广告价格调整带来的挑战,但与微软的合作关系保持良好 [8][9][10][11] - 公司相信自身的多元化战略和创新能力将推动未来增长 [37][38] - 公司对2024年全年业绩保持信心,并提供了二季度的业绩指引 [47] 问答环节重要的提问和回答 问题1 **Max Michaelis 提问** 视频广告收入在上季度和本季度分别下降33%和52%,公司内部此前的预期是什么?未来一年视频广告收入的预期是什么?同时公司是否看到宏观环境有所改善? [50][51] **Maoz Sigron 回答** 视频广告收入下滑的趋势预计将在本季度结束,下半年将恢复正常增长。公司正在跟随市场变化,相信这一影响将在本季度结束。对于宏观环境,公司尚未看到明显改善迹象。 [51][52] 问题2 **Jeff Martin 提问** 微软必应搜索广告价格调整的具体机制是什么?这一变化对公司发布商数量的影响如何? [80][81][82][83] **Tal Jacobson 回答** 微软调整了搜索广告的定价机制,这影响了公司的收入。虽然平均发布商数量在季度内有所增长,但到季度末出现了下降。公司的业绩指引已经考虑了这一变化。 [81][82][83][84][85] 问题3 **Laura Martin 提问** 从行业垂直领域来看,公司目前看到哪些领域需求较强?这与其他公司的报告存在差异。同时,公司销售和营销费用的下降以及管理费用的上升,背后的原因是什么? [67][68][69][70][72][75][76] **Maoz Sigron 回答** 公司在第一季度看到零售、消费品、旅游、医疗和汽车等领域需求较为强劲,这与其他公司的报告存在一定差异。销售和营销费用下降以及管理费用上升主要是由于股份支付等会计调整所致,非GAAP数据保持正常水平。 [70][72][75][76]

Perion Network (PERI) came out with quarterly earnings of $0.44 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.60 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this digital media company would post earnings of $0.97 per share when it actually produced earnings of $1.04, delivering a surprise of 7.22%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Perion Network ...

Perion Reports First Quarter 2024 Results; YoY Revenue Growth of 9% 108% YoY growth in CTV Advertising; 134% YoY growth in Retail Media; 25% YoY growth in Digital Out of Home (DOOH) Advertising on a proforma basis New York & Tel Aviv– May 8, 2024 – Perion Network Ltd. (NASDAQ and TASE: PERI), a technology leader in connecting advertisers to consumers across all major digital channels, today reported its financial results for the first quarter ended March 31, 2024. "Perion is a resilient and agile company an ...

Perion Network (PERI) is slated to release its first-quarter 2024 results on May 8. For the first quarter, PERI expects revenues of $157 million, indicating year-over-year growth of 8% The Zacks Consensus Estimate for revenues is pegged at $156.96 million, suggesting an increase of 8.13% from the year-ago quarter’s levels. The consensus mark for first-quarter 2024 earnings is pegged at 44 cents per share, indicating a decline of 26.67% year over year. Perion’s earnings beat the Zacks Consensus Estimate in a ...

Wall Street expects a year-over-year decline in earnings on higher revenues when Perion Network (PERI) reports results for the quarter ended March 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on May 8. On ...

In the latest market close, Perion Network (PERI) reached $12.59, with a +0.96% movement compared to the previous day. The stock exceeded the S&P 500, which registered a loss of 1.57% for the day. Meanwhile, the Dow lost 1.49%, and the Nasdaq, a tech-heavy index, lost 2.04%. Coming into today, shares of the digital media company had lost 43.01% in the past month. In that same time, the Computer and Technology sector lost 2.27%, while the S&P 500 lost 2.5%. Market participants will be closely following the f ...

公司表现 - Perion Network (PERI) 最近被列入 Zacks.com 最受关注股票名单[1] - 过去一个月，Perion Network 的股价下跌了 -49.4%，而同期 Zacks S&P 500 综合指数下跌了 -3%[2] - Zacks Internet - Content 行业在这段时间内下跌了 2.2%[2] - 公司在过去四个季度中均超过了一致盈利预期[13] 盈利预期 - 公司的盈利预期修订对股票的影响很大[3] - 卖方分析师对公司盈利预期的修订与股价走势有很强的相关性[4] - Perion Network 预计本季度每股盈利为 $0.44，同比下降了 -26.7%[5] - 本财年的一致盈利预期为 $1.72，同比下降了 -48.4%[6] - 下一财年的一致盈利预期为 $1.90，较去年同期预期增长了 +10.3%[7] 评级和估值 - Zacks Rank 根据盈利预期修订等因素给出了 Perion Network 的评级为 5 (强热卖)[8] - Perion Network 的估值显示公司正以折扣价交易[17] 展望 - 总结显示公司可能在短期内表现不佳[18]

股价表现 - Perion Network (PERI) 最近的股价为 $10.80，较前一个交易日收盘价下跌了 -1.64% [1] - Perion Network 的股价在过去一个月下跌了 51.59%，表现不佳 [2] 财务预期 - 投资者将密切关注 Perion Network 即将发布的财报，预计每股收益为 $0.44，同比下降 26.67%，预计营收为 $156.96 百万美元，同比增长 8.13% [3] - Zacks Consensus Estimates 预计 Perion Network 年度每股收益为 $1.72，营收为 $599.46 百万美元，较去年分别下降了 -48.35% 和 -19.34% [4] 分析师评级 - Perion Network 目前的 Zacks Rank 为 5 (Strong Sell)，预计股价表现不佳 [7] 行业比较 - PERI 目前的 Forward P/E ratio 为 6.37，低于行业平均值 [8] - PERI 目前的 PEG ratio 为 0.29，低于行业平均值 [9] - Internet - Content 行业的 Zacks Industry Rank 为 201，位于所有 250+ 行业的后 21% [10] - Zacks Industry Rank 评估了不同行业群体的实力，表明排名靠前的行业通常表现更好 [11] 其他信息 - 研究表明，这些预期调整直接影响即将到来的股价表现 [6] - 请关注 Zacks.com，以获取更多有关股票影响因素的信息 [12]

Perion Network (PERI) closed at $11.90 in the latest trading session, marking a +1.32% move from the prior day. This change outpaced the S&P 500's 0.03% gain on the day. Meanwhile, the Dow gained 0.41%, and the Nasdaq, a tech-heavy index, added 0.12%. Heading into today, shares of the digital media company had lost 45.6% over the past month, lagging the Computer and Technology sector's loss of 0.55% and the S&P 500's loss of 0.9% in that time. The upcoming earnings release of Perion Network will be of great ...