NYSE$GETY

Getty Images Holdings Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Getty Images reported a decrease in revenue and adjusted EBITDA for the first quarter of 2024, while net income increased significantly due to an unrealized gain.

Getty Images reported a revenue of $222.3 million for the first quarter of 2024, a 5.7% decrease year-over-year. Net income increased to $13.6 million from $3.2 million in Q1 2023, primarily due to an unrealized gain on its euro term loan. Adjusted EBITDA was $70.2 million, down 7.9% year-over-year.

  • Active Annual Subscribers grew by 79% to 262,000.
  • Annual Subscription Revenue increased to 55.4% of total revenue, up from 50.7% in Q1'23.
  • Net Income significantly increased to $13.6 million from $3.2 million in Q1'23, driven by an unrealized gain on the euro term loan.
  • Adjusted EBITDA decreased by 7.9% year-over-year to $70.2 million, with Adjusted EBITDA Margin remaining strong at 31.6%.

Headline financials

Total Revenue

$222M

Previous: $236M-5.7%
EPS

$0.03

Previous: $0.01+200.0%
Capital Expenditures

-$14.5M

Previous: -$15.5M+6.9%
Free Cash Flow

-$865K

Previous: -$12.3M+93.0%
Net Income

$13.6M

Previous: $3.2M+324.2%
Operating Income

$41M

Previous: $49.5M-17.0%
Gross Profit

$162M

Previous: $172M-6.0%
Cash & Equivalents

$134M

Previous: $117M+14.9%
Total Assets

$2.59B

Previous: $2.49B+4.0%

Revenue & EPS history

Getty Images · Revenue · Quarterly

$222M

Q1 2024-5.7%vs Q1 2023
Beat estimate in 0 of 3 quarters(0%)
ActualEstimate

Forward guidance

Getty Images reaffirms its fiscal year 2024 guidance, expecting revenue between $928 million and $947 million, and Adjusted EBITDA around $298 million.

Tailwinds

  • Reaffirms outlook with expected return to topline growth in 2024.
  • Anticipates revenue growth of 1.3% to 3.3% year-over-year.
  • Anticipates currency-neutral revenue growth of 1.0% to 3.0% year-over-year.
  • Strategic partnership with NVIDIA continues to expand generative AI offerings.
  • Recent acquisition of Motorsport Images augments existing offerings and deep partner relationships.

Headwinds

  • Adjusted EBITDA is expected to decrease by approximately 1.2% to 1.5% year-over-year.
  • Guidance has not been updated to reflect recent volatility in foreign currency exchange rates.
  • The company will continue to monitor FX markets and update guidance when it has better visibility.
  • Anticipated early headwinds in 2024, though the company expects them to turn to tailwinds.
  • The company is unable to provide a quantitative reconciliation of non-GAAP measures to GAAP due to variability and difficulty in forecasting.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 11 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+0.1%

Avg return

Earnings day

-1.7%

Avg return

5 days after

+2.7%

Avg return

30 days after

25%

3 / 12 earnings

Positive

+12.1%

Q4 2025

Best reaction

-10.0%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-5.0%+1.5%
Q4 2025+12.1%+5.9%+23.7%
Q3 2025-1.2%-13.4%-11.0%
Q1 2025-10.0%-10.4%-6.5%
Q3 2024-1.8%-4.9%+4.1%
Q2 2024+0.0%-0.9%+15.0%
Q1 2024+0.0%-2.9%-11.3%
Q4 2023+0.0%-1.9%-15.8%
Q3 2023+7.7%+11.3%+20.5%
Q3 2021+0.0%-12.3%-35.0%
Q2 2023+0.3%+11.0%+52.8%
Q1 2023-1.1%-4.0%-6.5%

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