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Getty Images (GETY) - 2023 Q3 - Earnings Call Transcript
2023-11-20 13:00
财务数据和关键指标变化 - 第三季度收入为2.293亿美元,同比下降0.5%,按固定汇率计算下降1.3% [9] - 调整后EBITDA为8,030万美元,同比增长3.4%,按固定汇率计算增长2.5% [10] - 毛利率为73.4%,较上年同期的72.2%有所提升 [37] - 经营活动产生的自由现金流为1,280万美元,较上年同期的3,320万美元有所下降 [42] - 截至9月30日,现金余额为1.135亿美元,较上一季度减少780万美元,但较上年同期增加4,170万美元 [43] - 截至9月30日,总债务为13.83亿美元,净负债率为4.2倍,较上年末的4.4倍有所下降 [44][45] 各条业务线数据和关键指标变化 - 创意业务收入为1.452亿美元,与上年持平,按固定汇率计算下降0.8% [33] - 其中年度订阅产品收入增长16.9%,按固定汇率计算增长16% [35] - 电商业务中年度iStock订阅产品收入增长15.2%,按固定汇率计算增长14.2% [35] - 定制内容订阅产品收入增长8.1%,按固定汇率计算增长8.3% [35] - 编辑业务收入为7,990万美元,同比下降2.3%,按固定汇率计算下降3.3% [36] - 其中体育业务受益于2023年女足世界杯的出色报道而实现增长 [36] 各个市场数据和关键指标变化 - 按地区看,EMEA地区同比按固定汇率计算增长3.8%,而美洲和亚太地区分别下降3.7%和3.9% [37] - 年度订阅用户数增长88%,达到20.2万,其中35,000名新增用户来自拉美、亚太和欧洲等增长市场 [27][28] - 付费下载量增长约1%至9,500万次 [29] - 视频附件率从上年同期的12.7%上升至13.7% [29] 公司战略和发展方向及行业竞争 - 公司推出了基于NVIDIA技术的生成式AI服务,该服务使用公司最高质量的内容进行训练,为客户提供安全合规的创意内容 [14][15][16] - 公司正在加强与BBC Studios的合作,推出一个新平台,使客户能够更方便地搜索和获取BBC的档案内容 [20][21] - 公司续签了与世界杯等体育赛事的官方摄影合作,巩固了在体育领域的领先地位 [19] - 公司正在持续推动订阅业务的增长,年度订阅用户数同比增长88% [27][28] 管理层对经营环境和未来前景的评论 - 受好莱坞罢工和宏观经济压力的影响,公司第三季度收入和利润表现低于预期 [11][12] - 预计第四季度仍将受到这些因素的持续影响,并且还将面临2022年世界杯和美国中期选举的不利时间影响 [12] - 公司已采取一系列成本控制措施,包括营销预算削减和暂停招聘,这有助于维持了较好的利润率水平 [39][40][51] - 公司对长期发展保持乐观,正在持续投资生成式AI等新业务,同时在短期内保持谨慎和灵活应对 [13] 问答环节重要的提问和回答 问题1 **Ron Josey 提问** 询问好莱坞罢工对公司2024年的影响 [54] **Craig Peters 回答** 预计罢工影响将持续到2024年第一季度,到第二季度才能完全恢复正常 [55][56] 问题2 **Danny Pfeiffer 提问** 询问中东冲突对新闻媒体客户的影响,以及公司在第三季度看到的企业客户情况 [61] **Craig Peters 回答** 中东冲突导致新闻媒体客户需求增加,但公司承担了较高的成本来维持该地区的报道。企业客户方面,第三季度情况与第二季度基本持平,仍然存在一些行业如科技和加密货币领域的疲软 [62][63][64][65] 问题3 **Mark Zgutowicz 提问** 询问公司生成式AI产品的销售管线情况和收入贡献 [70] **Craig Peters 回答** 生成式AI产品目前客户反馈良好,但公司预计2023年不会有重大收入贡献,将在2024年开始给出更多细节 [72][73]
Getty Images (GETY) - 2023 Q3 - Quarterly Report
2023-11-14 00:00
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to GETTY IMAGES HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporatio ...
Getty Images 新研究表明亞太地區廣告中對亞洲社群的視覺表達仍存在刻板印象
GlobeNewswire· 2023-10-27 06:49
Getty Images 的研究顯示,在澳大拉西亞、日本、東南亞、香港和台灣地區,最受歡迎的視覺作品仍然大量依賴刻板印象和不真實的形象來表達不同的社群。 儘管亞太地區擁有豐富的文化和不同的人口特徵,但形象展示中的多樣性卻很有限。表達偏差從描繪文化特性的差異,到亞洲工作生活的有限描繪等方面均有所體現。 Getty Images 今天發布了「面向亞洲社群的包容性視覺敘事」報告,為亞太地區的品牌和企業在視覺選擇上努力實現更大包容性提供支援。 點按此鏈接可獲取此新聞稿隨附的媒體片段。 新加坡, Oct. 27, 2023 (GLOBE NEWSWIRE) -- 全球領先的視覺內容創作者和市場交易平台 Getty Images 今天發布了「面向亞洲社群的包容性視覺敘事」報告,幫助品牌拓展和深化亞洲敘事。本指南是 Getty Images 持續進行的全球研究項目的成果,研究發現亞太地區 (APAC) 廣告中對亞洲社群的視覺表達仍然帶有刻板印象。 基於 Getty Images 的 VisualGPS 研究洞見,指南指出,對於澳大拉西亞、日本、東南亞、香港和台灣等地區,最受歡迎的視覺作品中不到 10% 的作品能夠準確地表達 ...
Getty Images (GETY) - 2023 Q2 - Quarterly Report
2023-08-21 00:00
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to GETTY IMAGES HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or ...
Getty Images (GETY) - 2023 Q2 - Earnings Call Transcript
2023-08-15 08:53
Getty Images Holdings, Inc. (NYSE:GETY) Q2 2023 Results Conference Call August 14, 2023 5:00 PM ET Company Participants Steven Kanner - VP, IR and Treasury Craig Peters - CEO Jen Leyden - CFO Conference Call Participants Mark Zgutowicz - The Benchmark Company Cory Carpenter - JPMorgan Tim Nollen - Macquarie Brett Feldman - Goldman Sachs Operator Good afternoon, and welcome to Getty Images Second Quarter 2023 Earnings Conference Call. Today’s call is being recorded. . We have allocated one hour for prepared ...
Getty Images (GETY) - 2023 Q1 - Earnings Call Transcript
2023-05-12 11:01
Getty Images Holdings, Inc. (NYSE:GETY) Q1 2023 Earnings Conference Call May 11, 2023 5:00 PM ET Company Participants Steven Kanner – Vice President-Investor Relations and Treasury Craig Peters – Chief Executive Officer Jen Leyden – Chief Financial Officer Conference Call Participants Ron Josey – Citi Mark Zgutowicz – Benchmark Company Tim Nollen – Macquarie Brett Feldman – Goldman Sachs Cory Carpenter – JPMorgan Operator Good afternoon, and welcome to Getty Images First Quarter 2023 Earnings Conference Cal ...
Getty Images (GETY) - 2023 Q1 - Quarterly Report
2023-05-11 00:00
Table of Contents GETTY IMAGES HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-41453 (Commission File Number) 87-3764229 (I.R.S. Employer Identification Number) 605 5th Ave S. Suite 400 Seattle, WA 98104 (Address of principal executive offices) (Zip Code) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURIT ...
Getty Images (GETY) - 2022 Q4 - Earnings Call Transcript
2023-03-14 12:15
Getty Images Holdings, Inc. (NYSE:GETY) Q4 2022 Earnings Conference Call March 13, 2023 5:00 PM ET Company Participants Steven Kanner - Vice President of Investor Relations & Treasury Craig Peters - Chief Executive Officer Jennifer Leyden - Chief Financial Officer Conference Call Participants Mark Zgutowicz - Benchmark Company Tim Nollen - Macquarie Ron Josey - Citi Brett Feldman - Goldman Sachs Operator Good afternoon and welcome to the Getty Images Fourth Quarter and Full Year 2022 Earnings Conference Cal ...
Getty Images (GETY) - 2022 Q4 - Annual Report
2023-03-14 00:00
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission file number: 001-41453 GETTY IMAGES HOLDINGS, INC. (Exact name of registrant as specified in its charter) | Delaware 87-3764229 | ...
Getty Images (GETY) - 2022 Q3 - Earnings Call Transcript
2022-11-16 10:22
Getty Images Holdings, Inc. (NYSE:GETY) Q3 2022 Earnings Conference Call November 14, 2022 5:00 PM ET Company Participants Steven Kanner - Vice President of Investor Relations and Treasury Craig Peters - Chief Executive Officer Jennifer Leyden - Chief Financial Officer Conference Call Participants Ronald Josey - Citigroup Inc. Mark Zgutowicz - The Benchmark Company Brett Feldman - Goldman Sachs Group, Inc. Timothy Nollen - Macquarie Research Operator Good afternoon, and welcome to Getty Images Third Quarter ...