Mobile data firm uCloudlink's Q2 revenue misses estimates, lowers FY 25 guidance
Overview
uCloudlink Q2 revenue falls 13.3% yr/yr, missing analyst expectations
Adjusted net income for Q2 misses consensus, reflecting macroeconomic challenges
Company maintains operational breakeven amid growth in data consumption
Outlook
uCloudlink expects Q3 2025 revenue between $22 mln and $26 mln
Company revises 2025 full-year revenue to $85 mln-$95 mln
uCloudlink cites macroeconomic challenges for revised revenue guidance
Company focuses on R&D and marketing investments for growth
Result Drivers
INTERNATIONAL TRAVEL RECOVERY - Growth in international data connectivity services attributed to recovery in international travel
PRODUCT SALES DECLINE - Significant decrease in product sales impacted overall revenue
SERVICE COSTS - Increased rental use of 5G Wi-Fi terminals raised service costs
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q2 Revenue | Miss | $19.40 mln | $23 mln (1 Analyst) |
Q2 Adjusted Net Income | Miss | $500,000 | $833,000 (1 Analyst) |
Q2 Adjusted EBITDA |
| $1.40 mln |
|
Q2 Gross Margin |
| 52.8% |
|
Q2 Gross Profit |
| $10.20 mln |
|
Q2 Income from Operations |
| $800,000 |
|
Analyst Coverage
The one available analyst rating on the shares is "buy"
The average consensus recommendation for the wireless telecommunications services peer group is "buy"
Wall Street's median 12-month price target for Ucloudlink Group Inc is $9.00, about 55.8% above its August 12 closing price of $3.98
Press Release: ID:nGNX1TJmqC
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