[新聞] TDOC財報後崩30% 下修全年指引

看板Stock (股票)作者Severine (賽非茵)時間4年前 (2022/04/28 07:08)推噓11(13推 2噓 24→)

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原文標題： Teladoc stock plunges more than 30% after earnings outlook slashed, massive impairment charge 原文連結：https://news.futunn.com/hk/post/14972209 發布時間：2022/04/28 0533 原文內容： Teladoc stock plunges more than 30% after earnings outlook slashed, massive impairment charge Teladoc股價暴跌逾30%，此前收益預期大幅下調，出現鉅額減值費用 Shares head toward lowest levels in more than four years as online-medicine company wipes away more than $6.5 billion in goodwill 隨着在線醫藥公司抹去超過65億美元的商譽，股價跌至四年多來的最低水平 Shares of Teladoc Health Inc. were slammed in after-hours trading Wednesday, after the telemedicine company took an impairment charge of more than $6.5 billion and slashed its full-year outlook. Teladoc Health Inc.的股價週三在盤後交易中遭受重創，此前這家遠程醫療公司計入了超過65億美元的減值費用，並大幅下調了全年預期。 Teladoc(TDOC) executives now expect $2.4 billion to $2.5 billion in revenue for the full year, along with $240 million to $265 million in adjusted earnings before interest, taxes, depreciation, and amortization (Ebitda). Their prior forecast called for $2.55 billion to $2.65 billion in revenue and $330 million to $355 million in adjusted Ebitda. Teladoc的高管目前預計，該公司全年營收為24億至25億美元，調整後的息税折舊及攤銷前利潤(EBITDA)為2.4億至2.65億美元。他們之前的預測是收入25.5億至26.5億美元，調整後的EBITDA為3.3億至3.55億美元。 Shares were off more than 30% in after-hours trading, falling lower than $38 after closing with a 3.1% decline at $55.99. Shares haven't traded for lower than $38 in a regular session since March 2018. 股價在盤後交易中下跌超過30%，跌破38美元，收盤時下跌3.1%，至55.99美元。自2018年 3月以來，股票在常規交易時段的交易價格從未低於38美元。 Teladoc's new forecast reflects trends that executives are seeing in the market for direct-to-consumer mental-health and chronic-condition services, such as higher advertising costs in the mental-health market that are causing lower-than-anticipated yields on its marketing spending. It also cited an "elongated sales cycle as employers and health plans evaluate their long-term strategies" in the chronic-condition market. Teladoc的新預測反映了高管們在直接面向消費者的心理健康和慢性病服務市場上看到的趨勢，比如心理健康市場的廣告成本上升，導致其營銷支出的收益率低於預期。報告還指出，在慢性病市場，“隨着僱主和健康計劃評估他們的長期戰略，銷售週期延長”。 "Despite the revision to our 2022 outlook, we are confident in our strategy, along with our breadth and depth of capabilities," Chief Executive Jason Gorevic said in a release. 首席執行官傑森·戈雷維奇在一份新聞稿中表示：“儘管我們對2022年的展望進行了修訂，但我們對我們的戰略以及我們的能力的廣度和深度充滿信心。” Gorevic shared on Teladoc's earnings call that about three-quarters of the cut to the revenue outlook was related to the company's BetterHelp online-counseling product, while the rest reflected new top-line expectations for the chronic-care business. 戈雷維奇在Teladoc的財報電話會議上分享到，收入預期下調的四分之三與該公司的 BetterHelp在線諮詢產品有關，其餘的反映了對慢性護理業務的新的營收預期。 For the first quarter, Teladoc generated a net loss of $6.67 billion, or $41.58 a share, whereas it recorded a loss of $200 million, or $1.31 a share, in the year-prior period. Teladoc's loss in the most recent quarter largely reflected a $6.6 billion impairment charge related to goodwill. 第一季度，Teladoc淨虧損66.7億美元，合每股41.58美元，而去年同期虧損2億美元，合每股1.31美元。Teladoc最近一個季度的虧損在很大程度上反映了與商譽相關的66億美元減值費用。 Teladoc executives did not disclose much about the goodwill impairment charge in Wednesday's news release, but roughly $12.8 billion of the $14.5 billion in goodwill on Teladoc's books stemmed from the $18.5 billion acquisition of Livongo in 2020, according to the company's filings with the Securities and Exchange Commission. Teladoc的高管在週三的新聞稿中沒有透露太多有關商譽減值費用的信息，但根據該公司提交給美國證券交易委員會(Securities And Exchange Commission)的文件，Teladoc賬面上的145億美元商譽中，約有128億美元來自2020年以185億美元收購Livongo的交易。 "The goodwill impairment was triggered by the sustained decline in Teladoc Health share price with a valuation and size of the impairment charge driven by a combination of recent market-based factors such as an increased discount rate and the decreased market multiples for a relevant peer group of high-growth digital health-care companies, as well as updates to our forecasted cash flows consistent with the revised guidance disclosed today," Chief Financial Officer Mala Murthy said in the most substantive statement executives gave about the $6.6 billion charge during a conference call Wednesday afternoon. Teladoc Health的首席財務長瑪拉·穆爾西在週三下午的電話會議上説，商譽減值是由 Teladoc Health股價的持續下跌引發的，減值費用的估值和規模是由最近的基於市場的因素共同推動的，比如貼現率增加，相關的高增長數字醫療保健公司的市盈率下降，以及我們預測的現金流更新與今天披露的修訂指引一致，這是高管們在週三下午的電話會議上就 66億美元的費用發表的最實質性的聲明。 The company's revenue rose to $565.4 million from $453.7 million, while analysts tracked by FactSet had been anticipating $569 million. 該公司的收入從4.537億美元增至5.654億美元，而FactSet追蹤的分析師此前預計為5.69 億美元。 For the second quarter, Teladoc projects adjusted Ebitda of $39 million to $49 million on revenue of $580 million to $600 million, while the FactSet consensus is for $71 million in adjusted Ebitda and $615 million in revenue. 對於第二季度，Teladoc預計調整後的EBITDA為3900萬美元至4900萬美元，收入為5.8億美元至6億美元，而FactSet的共識是調整後的EBITDA為7100萬美元，收入為6.15億美元。 Teladoc shares had already declined 39% so far this year and more than 70% in the past 12 months, as the S&P 500 index declined 12.4% and 0.3% respectively. 今年到目前為止，Teladoc的股價已經下跌了39%，在過去12個月裏下跌了70%以上，標準普爾500指數分別下跌了12.4%和0.3%。心得/評論： ※必需填寫滿30字，無意義者板規處分版友提到這股,想說在崩崩崩就幫忙搬運一下,沒甚麼研究.只知道是Wood愛股.. 我查了ARK的交易紀錄.... 該說是不意外嗎? https://i.imgur.com/pGLWGd0.png

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