NYSE$HPP

Hudson Pacific Properties Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Hudson Pacific Properties reported its financial results for the fourth quarter of 2024, highlighting increased office leasing activity and strategic priorities for 2025.

Hudson Pacific Properties concluded 2024 with a significant increase in office leasing, exceeding 2.0 million square feet for the year, and reported a net loss of $167.0 million for Q4 2024. The company is focused on driving leasing, executing asset sales, and strengthening its balance sheet in 2025.

  • Office leasing activity in 2024 was nearly 20% higher than the prior year, totaling over 2.0 million square feet.
  • The company's leasing pipeline currently exceeds 2.0 million square feet, with nearly 800,000 square feet in later-stage deals.
  • Net loss attributable to common stockholders for Q4 2024 was $167.0 million, or $1.18 per diluted share.
  • FFO, excluding specified items, was $15.5 million, or $0.11 per diluted share for Q4 2024.

Headline financials

Total Revenue

$210M

Previous: $223M-6.1%
EPS (adj)

$0.11

Previous: $0.14-21.4%
Capital Expenditures

-$4.75M

No prior period
Net Income

-$173M

Previous: -$88.7M-95.7%
Operating Income

-$14.9M

Previous: -$15.1M+1.6%

Revenue & EPS history

Hudson Pacific · Revenue · Quarterly

$210M

Q4 2024-6.1%vs Q4 2023
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 an FFO outlook for the first quarter of 2025, ranging from $0.07 to $0.11 per diluted share, reflecting management's view of current and future market conditions.

Tailwinds

  • Continued focus on driving office and studio leasing.
  • Anticipated ongoing progress in raising occupancy.
  • Return of high-caliber shows to studios and ramp-up of production later in the year.
  • Potential stimulation of demand from California governor's film and television tax credit program in H2 2025.
  • Strategic priorities include asset sales, additional cost savings, and balance sheet strengthening.

Headwinds

  • Outlook excludes any impact from new acquisitions or dispositions.
  • Outlook excludes any impact from debt financings, amendments, or repayments.
  • Outlook excludes any impact from recapitalizations or capital markets activity.
  • Actual results may differ materially from estimates due to inherent difficulties in forecasting.
  • No specified items are included in the Q1 2025 FFO outlook.

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 2024

Historical avgQ4 2024

-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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