NYSE$HPP

Hudson Pacific Properties Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Reported financial results for the fourth quarter of 2023.

Hudson Pacific Properties reported a total revenue of $223.4 million and a net loss attributable to common stockholders of $98.0 million, or $0.70 per diluted share, for Q4 2023. The company leased 431,980 square feet and completed $889 million of dispositions.

  • Total revenue was $223.4 million, compared to $269.9 million in Q4 2022.
  • Net loss attributable to common stockholders was $98.0 million, or $0.70 per diluted share, compared to a net loss of $12.0 million, or $0.09 per diluted share in Q4 2022.
  • FFO, excluding specified items, was $19.6 million, or $0.14 per diluted share, compared to $70.2 million, or $0.49 per diluted share in Q4 2022.
  • Executed 77 new and renewal leases totaling 431,980 square feet.

Headline financials

Total Revenue

$223M

Previous: $270M-17.2%
EPS (adj)

$0.14

Previous: $0.49-71.4%
Net Income

-$88.7M

Previous: -$5.66M-1467.4%
Operating Income

-$15.1M

Previous: $39.2M-138.6%
Gross Profit

$108M

Previous: $153M-29.5%
Stock-Based Comp

$6.78M

Previous: $6.48M+4.6%

Revenue & EPS history

Hudson Pacific · Revenue · Quarterly

$223M

Q4 2023-17.2%vs Q4 2022
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Hudson Pacific · $231M total across 2 segments · Q3 2023

  • Office revenues
    $204M-4.6%
  • Studio revenues
    $27.9M-40.6%

Forward guidance

Hudson Pacific is providing its first quarter and full-year 2024 FFO outlook in the range of $0.15 to $0.19 and $1.00 to $1.10 per diluted share, respectively.

Tailwinds

  • FFO per share is projected to be $1.00 to $1.10 for the full year 2024.
  • Includes non-cash compensation expense, which the Company estimates at $26,000 in 2024.
  • Includes amortization of deferred financing costs and loan discounts/premiums, which the Company estimates at $6,000 in 2024.

Headwinds

  • Growth in same-store property cash NOI is projected to be between -11.50% and -12.50%.
  • GAAP non-cash revenue (straight-line rent and above/below-market rents) is projected to be between $(500) and $(10,500).
  • GAAP non-cash expense (straight-line rent expense and above/below-market ground rent) is projected to be between $(7,100) and $(9,100).
  • General and administrative expenses are projected to be between $80,000 and $86,000.
  • Interest expense is projected to be between $(170,000) and $(180,000).

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2023

Historical avgQ4 2023

-0.3%

Avg return

Earnings day

-0.8%

Avg return

5 days after

+0.0%

Avg return

30 days after

47%

26 / 55 earnings

Positive

+20.9%

Q4 2025

Best reaction

-13.9%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-6.3%-0.8%+16.9%
Q4 2025+20.9%+17.5%-11.9%
Q3 2025+8.2%-2.2%-14.4%
Q1 2025-0.4%-2.2%+3.1%
Q4 2024-3.5%-1.0%-6.1%
Q3 2024-5.2%-17.1%-25.7%
Q2 2024-13.9%-19.6%-11.2%
Q1 2024-6.2%-6.4%-15.3%
Q4 2023-12.7%-5.7%-13.1%
Q3 2023+8.5%+19.1%+50.4%
Q2 2023-2.9%+2.7%+16.0%
Q1 2023-8.4%-16.1%+4.4%
Q4 2022-3.3%-2.2%-26.6%
Q3 2022-3.0%-1.6%+2.0%
Q2 2022+0.7%+3.2%-4.3%
Q1 2022-3.6%-10.4%-20.2%
Q4 2021+3.9%+2.1%+7.7%
Q3 2021-4.1%-5.4%-1.3%
Q2 2021-2.8%+0.0%+1.0%
Q1 2021-2.8%-2.0%+4.6%
Q4 2020+0.1%+5.3%+14.9%
Q3 2020-1.1%+7.3%+38.0%
Q2 2020-3.1%-5.2%-3.0%
Q1 2020-1.0%+1.3%+21.3%
Q4 2019-1.4%-6.7%-52.8%
Q3 2019+2.8%+3.1%+2.4%
Q2 2019-2.9%-5.3%-4.0%
Q1 2019+0.6%-0.3%-4.8%
Q4 2018+1.4%+2.4%+2.5%
Q3 2018-1.6%-0.4%+1.8%
Q2 2018-2.2%+0.5%-1.2%
Q1 2018+2.7%+4.5%+7.7%
Q4 2017+4.2%+4.1%+10.8%
Q3 2017+1.7%+3.3%+5.5%
Q2 2017+0.9%-0.7%+0.5%
Q1 2017-0.2%-2.2%-1.6%
Q4 2016+1.2%+2.6%-0.4%
Q3 2016+0.5%+2.2%+7.3%
Q2 2016+1.0%+0.5%+0.6%
Q1 2016-0.6%
Q4 2015+4.7%
Q3 2015-1.1%
Q2 2015+0.9%
Q1 2015+2.9%
Q4 2014+2.7%
Q3 2014+0.7%
Q2 2014+1.3%
Q1 2014-0.6%
Q4 2013+1.5%
Q3 2013+0.1%
Q2 2013-1.6%
Q1 2013+3.9%
Q4 2012-0.9%
Q3 2010-1.9%
Q2 2010+2.0%
Q1 2010

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