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MoneyHero Ltd (MNY) Q3 2024 Earnings Call Highlights: Revenue Growth and Strategic Initiatives ...

In This Article:

  • Revenue: USD 20.9 million, a 6% year-over-year growth.

  • Adjusted EBITA: Improved from a loss of USD 9.3 million in Q2 to a loss of USD 5.5 million in Q3.

  • Philippines Revenue Growth: Increased by 49% year-over-year.

  • Hong Kong Revenue Growth: Increased by 18% year-over-year.

  • Singapore Revenue: Decreased by 13% year-over-year.

  • Taiwan Revenue: Increased by 5% year-over-year to USD 1.0 million.

  • B2B Business Revenue: USD 3.5 million, representing 17% of group revenue.

  • Insurance Revenue: Increased by 36% year-over-year to USD 2.1 million.

Release Date: December 10, 2024

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

Positive Points

  • MoneyHero Ltd (NASDAQ:MNY) improved its adjusted EBITA by over 40% quarter-on-quarter, reducing losses from GBP9.3 million in Q2 to GBP5.5 million in Q3.

  • The company achieved significant growth in high-margin product categories, with personal loans and wealth and investment-related revenues growing 34% and nearly five times year-over-year, respectively.

  • The launch of a centralized customer data platform provides a unified view of customers, enhancing cross-selling opportunities and marketing efficiency.

  • MoneyHero Ltd (NASDAQ:MNY) introduced a Car Insurance vertical in Hong Kong with real-time pricing capabilities, improving customer experience and strengthening its market position.

  • The company rolled out a membership and loyalty program, enabling users to create accounts, apply for products with one click, and track rewards in real-time, enhancing user engagement and loyalty.

Negative Points

  • MoneyHero Ltd (NASDAQ:MNY) faced challenges in Singapore due to fluctuations in provider campaigns, resulting in a 13% year-over-year revenue decrease.

  • The company reported an adjusted EBITA loss of negative USD 5.5 million for the quarter, impacted by investments in customer acquisition, brand building, and technology infrastructure.

  • The Singapore market revamp is still in early stages, with full benefits expected in future quarters.

  • The company is still in the process of realizing the full impact of its restructuring and reorganization efforts, with complete benefits anticipated in the following quarter.

  • MoneyHero Ltd (NASDAQ:MNY) experienced significant unrealized FX exchange gains, impacting net income, which may not be sustainable in future quarters.

Q & A Highlights

Q: What challenges do you foresee in scaling the Car Insurance platform across your core markets, and how does the integration of Boltech Insurance exchange technology differentiate your platform? A: We see opportunities rather than challenges, thanks to our partnership with Boltech. Our B2C car insurance marketplace, powered by Boltech, offers real-time pricing and end-to-end purchasing journeys, setting a new benchmark for customer experiences. Additionally, we are exploring B2B opportunities, such as white-labeled comparison tools, to achieve significant scale and provide value to a wider network of users.