The earning season always creates some winners and some losers. Expert for current The deadline (NASDAQ: Defense) This time he was firmly in the former camp. The company’s shares increased by about 14% in one day after excellent results in the fourth quarter. Although he gave up some of these gains before, it is 15% of 2025.
Some might wonder if it is still worth investing in the shares after a large set. Fortunately, giant streaming looks at a lot of potential upside down for patients investors. Here’s why.
Despite the recent jump, the deadline has been significantly lagging in the market in the last three years. The company encountered several questions that led to a bad effect, including slowing revenue growth and permanent net losses. These are partly due to wider economic issues. Companies reduce the advertisement on the advertisement several years ago – the highest source of revenue of December – due to the challenging economic environment.
And with inflation pressures, the deadline has decided to absorb many costs of putting his namesakes on the market, instead of transferring them to customers. However, even while the advertising market has bounced, that the performance has barely improved – so far. In Q4Decal revenue increased by 22% compared to the year to $ 1.2 billion, which is the best revenue growth compared to the year the company recorded in a while.
OPERATIVE REVIEW (FRIENDSHIP YOY) data Ycharts.
Otherwise, the deadline improved its average income per user (ARPU) by 4% compared to the year to $ 41.49. The deadline failed to grow this metric in several quarters. Furthermore, the company’s ecosystem continues to deepen. The year ended with 89.8 million households, an increase of 12% compared to the year, and during the Q4, it recorded 34.1 billion hours of electricity, an increase of 18% compared to the period before the year.
The deadline remains unprofitable, but it also improves on that front. Its Q4 net loss per share of $ 0.24 was much better than a net loss per share of $ 0.55 reported in the previous year.
Defense is a leading player of connected TV (CTV) in the main markets, such as USA, Canada and Mexico. However, there is still significant fuel for growth for a company, especially in international markets. One of the reasons that his Arpu weaker is lately is that he has been focused on increasing his presence abroad – growing streaming households – at the same time leaving efforts to monutization for now.
The company is still doing this, as Anthony Wood, the company’s executive, emphasized during his conference call to earning Q4: “I would say, internationally, in most markets, except maybe Canada, we are still focused primarily on the extent of households for streaming and less on monetization, but that will come.”
