23andMe's Q3 Topline Beat Estimates On Boost From Telehealth Business Acquisition
23andMe's Q3 Topline Beat Estimates On Boost From Telehealth Business Acquisition
23andMe的第三季度Topline超过预期,来自TeleHealth业务收购的提振
23andMe Holding Co (NASDAQ:ME) has updated its FY22 guidance following the inclusion of telehealth operations into its consumer business.
23andMe控股公司纳斯达克(Starbucks:ME)在将远程医疗业务纳入其消费者业务后,更新了其22财年指导方针。
- The Company closed the acquisition of Lemonaid Health Inc, an on-demand platform for accessing medical care and pharmacy services online, for $400 million.
- The Company now expects FY22 sales of $268 - $278 million (consensus of $257.66 million), up from previous guidance of $250 - $260 million.
- The projected range for full-year net loss has decreased from $210 - $225 million to $205 - $220 million.
- 23andMe forecast FY22 adjusted EBITDA loss of $148 to $163 million, compared to the prior guidance of $143 to $158 million.
- Related: 23andMe Pivoting To Clinical Research: Could That Lead To A Turnaround For The Stock?
- For Q3 FY22, sales increased 2.6% to $56.9 million, beating the consensus of $54.30 million.
- Revenues increased primarily due to the addition of two months of Telehealth business revenue from the recent acquisition of Lemonaid Health and higher subscription revenue.
- The Company posted EPS of $(0.21), compared to $(0.46) a year ago, missing the consensus of $(0.16).
- 23andMe ended Q3 with cash of $586 million.
- Credit Suisse maintained an Outperform rating on 23andMe and lowered the price target to $11.
- Price Action: ME shares closed 7.04% lower at $4.62 during the market session on the last check Friday.
- 该公司完成了对Lemonaid Health Inc.,一个在线获得医疗和药房服务的点播平台,售价4亿美元。
- 该公司现在预计22财年的销售额为2.68亿至2.78亿美元(共识为2.5766亿美元),高于之前2.5亿至2.6亿美元的指引。
- 预计全年净亏损的范围从2.1亿至2.25亿美元降至2.05亿至2.2亿美元。
- 23andMe预测22财年调整后的EBITDA亏损为1.48亿至1.63亿美元,而之前的指引为1.43亿至1.58亿美元。
- 相关: 23andMe转向临床研究:这能让股票扭亏为盈吗?
- 在22财年第三季度,销售额增长了2.6%,达到5690万美元,超出了5430万美元的共识。
- 收入的增加主要是由于最近收购Lemonaid Health公司增加了两个月的TeleHealth业务收入和更高的订阅收入。
- 该公司公布的每股收益为0.21美元,而一年前为0.46美元,低于市场普遍预期的0.16美元。
- 23andMe第三季度末的现金为5.86亿美元。
- 瑞士信贷(Credit Suisse)维持对23andMe表现优于大盘的评级,并将目标价下调至11美元。
- 价格行动:在周五的最后一次检查中,ME股价在市场时段收盘下跌7.04%,至4.62美元。