Countdown to Webtoon (WBTN) Q4 Results: Examining Forecasts Beyond Just Revenue and Earnings per Share

Webtoon Entertainment (WBTN) Q4 Outlook: Analyst Projections

Wall Street experts anticipate that Webtoon Entertainment (WBTN) will report a quarterly loss of $0.04 per share in its upcoming earnings release, which marks a 33.3% drop compared to the same quarter last year. Revenue is expected to reach $334.44 million, reflecting a 5.2% decrease year-over-year.

Over the last month, analysts have not adjusted their consensus earnings per share estimate for this quarter, indicating a stable outlook among those tracking the stock.

Monitoring changes in earnings forecasts before results are announced is crucial, as these revisions often signal how investors might react. Historical data shows a strong link between shifts in earnings estimates and short-term stock price movements.

While consensus figures for earnings and revenue are commonly used to gauge company performance, examining analyst expectations for specific business metrics can provide deeper insights.

Key Metrics and Analyst Estimates

• Paid Content Revenue: Projected to be $270.92 million, a slight increase of 0.3% from the previous year.
• IP Adaptations Revenue: Expected at $25.90 million, down 30.6% year-over-year.
• Advertising Revenue: Forecasted at $38.65 million, a decrease of 14.7% compared to last year.
• Monthly Active Users (MAU): Estimated at 153.38 million, down from 163.30 million in the same quarter last year.
• MAU - Japan: Predicted at 23.55 million, up from 22.10 million a year ago.
• MAU - Rest of World: Expected at 106.78 million, compared to 116.70 million previously.
• Monthly Paying Users (MPU) - Korea: Estimated at 3.37 million, down from 3.60 million last year.
• Monthly Paying Users (MPU): Projected at 7.22 million, compared to 7.50 million a year ago.
• Paying Ratio - Korea: Forecasted at 13.9%, slightly lower than last year’s 14.5%.
• Paying Ratio - Japan: Expected at 9.4%, compared to 10.3% in the prior year.
• Overall Paying Ratio: Predicted at 4.7%, up from 4.6% last year.
• MAU - Korea: Estimated at 24.25 million, compared to 24.50 million in the same period last year.

Recent Stock Performance and Analyst Ratings

In the past month, Webtoon shares have declined by 11.5%, while the Zacks S&P 500 composite index rose by 0.6%. Currently, WBTN holds a Zacks Rank #4 (Sell), indicating that it may lag behind the broader market in the near term.

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