Harte-Hanks Inc (HHS) Q3 2024 Earnings Call Highlights: Revenue Growth Amid Operational Challenges

In This Article:

  • Revenue: $47.6 million, a 1.1% increase from $47.1 million in Q3 2023.

  • Customer Care Revenue: $13.1 million, up from $11.8 million in Q3 2023.

  • Sales Services Revenue: $4.2 million, increased from $2.2 million in Q3 2023.

  • Marketing Services Revenue: $9.1 million, down from $10.6 million in Q3 2023.

  • Fulfillment and Logistics Revenue: $21.3 million, decreased from $22.5 million in Q3 2023.

  • Operating Expenses: $45.7 million, including $836,000 in restructuring expenses, compared to $44.2 million in Q3 2023.

  • Operating Income: $1.9 million, down from $2.9 million in Q3 2023.

  • Adjusted Operating Income: $3.1 million, compared to $3.2 million in Q3 2023.

  • Adjusted Operating Margin: 6.5%, compared to 6.9% in Q3 2023.

  • EBITDA: $2.9 million, down from $3.9 million in Q3 2023.

  • Adjusted EBITDA: $4.1 million, compared to $4.2 million in Q3 2023.

  • Cash and Cash Equivalents: $5.9 million as of September 30, 2024, compared to $13.3 million as of September 30, 2023.

  • Cash on Hand: $9.8 million as of October 31, 2024.

  • Line of Credit: $25 million, not drawn against, extended until June 2025.

  • Pension Plan Termination: $6.1 million cash contribution in June 2024, with an additional $1.1 million in Q3 2024 for final expenses.

Release Date: November 14, 2024

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Positive Points

  • Harte-Hanks Inc (NASDAQ:HHS) reported a 1.1% year-over-year revenue increase in Q3 2024, showing improvement from previous quarters.

  • The company has secured new clients and expanded programs with existing customers, including a top 15 financial services client and a global luxury automotive brand.

  • The Customer Excellence and Growth (CEG) division aims to enhance customer experience and drive growth through data and AI capabilities.

  • Project Elevate is on track to deliver $6 million in EBITDA improvement through cost optimization and operational efficiencies.

  • Harte-Hanks Inc (NASDAQ:HHS) has no debt and maintains a $25 million line of credit, providing financial flexibility.

Negative Points

  • The company anticipates a low- to mid-single digit revenue decline in Q4 2024, indicating potential volatility in revenue growth.

  • Operating income decreased to $1.9 million in Q3 2024 from $2.9 million in the same quarter of 2023.

  • Cash and cash equivalents decreased to $5.9 million as of September 30, 2024, compared to $13.3 million a year earlier.

  • The marketing services segment experienced a revenue decline due to customer budget reductions and program terminations.

  • Project Elevate incurred restructuring charges of $836,000 in Q3 2024, with additional expenses expected through Q4 2025.