Infomedia's Churn Impact Higher Than Bull Expected -- Market Talk

Dow Jones

2024-11-12

2334 GMT - Infomedia's revenue downgrade was worse than Bell Potter was expecting, but it remains comfortable with a buy call on the stock. Infomedia now expects revenue of A$142 million-A$149 million in FY 2025, below earlier guidance of A$144 million-A$154 million. Infomedia had flagged the potential loss of SimplePart as a customer in August, and this week estimated the churn will have a A$4 million impact on annual recurring revenue. In a note, Bell Potter said this impact was higher than the A$1 million-A$2 million that it was expecting. "On a positive note, however, the company did say it still expects margins to be stable which was consistent with previous guidance," analyst Chris Savage says.(david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

November 11, 2024 18:34 ET (23:34 GMT)

Copyright (c) 2024 Dow Jones & Company, Inc.

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Infomedia now expects revenue of A$142 million-A$149 million in FY 2025, below earlier guidance of A$144 million-A$154 million. Infomedia had flagged the potential loss of SimplePart as a customer in August, and this week estimated the churn will have a A$4 million impact on annual recurring revenue. 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Infomedia now expects revenue of A$142 million-A$149 million in FY 2025, below earlier guidance of A$144 million-A$154 million. Infomedia had flagged the potential loss of SimplePart as a customer in August, and this week estimated the churn will have a A$4 million impact on annual recurring revenue. In a note, Bell Potter said this impact was higher than the A$1 million-A$2 million that it was expecting. \"On a positive note, however, the company did say it still expects margins to be stable which was consistent with previous guidance,\" analyst Chris Savage says.(david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 11, 2024 18:34 ET (23:34 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones & Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IFM.AU","symbol_name":"INFOMEDIA LTD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2482798111","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2482798111","pubTimestamp":1731368040,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2334 GMT - Infomedia's revenue downgrade was worse than Bell Potter was expecting, but it remains comfortable with a buy call on the stock. Infomedia now expects revenue of A$142 million-A$149 million in FY 2025, below earlier guidance of A$144 million-A$154 million. Infomedia had flagged the potential loss of SimplePart as a customer in August, and this week estimated the churn will have a A$4 million impact on annual recurring revenue. 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Infomedia had flagged the potential loss of SimplePart as a customer in August, and this week estimated the churn will have a A$4 million impact on annual recurring revenue. In a note, Bell Potter said this impact was higher than the A$1 million-A$2 million that it was expecting. \"On a positive note, however, the company did say it still expects margins to be stable which was consistent with previous guidance,\" analyst Chris Savage says.(david.winning@wsj.com; @dwinningWSJ) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 11, 2024 18:34 ET (23:34 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1}}}