OTC$LOGC

Contextlogic Holdings Inc · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Revenue decreased due to reduced digital advertising spend, while strategic initiatives were implemented to improve buyer confidence and user experience.

Wish reported a decrease in revenue for Q3 2021, but exceeded bottom-line guidance due to more efficient advertising spend. The company focused on implementing strategic improvements, including Wish Standards and Wish Clips, to enhance user experience and drive long-term growth. Piotr Szulczewski is stepping down as CEO and will remain on the board.

  • Revenue decreased by 39% year-over-year to $368 million.
  • Core Marketplace revenue decreased by 55% year-over-year to $183 million.
  • Logistics revenue decreased by 3% year-over-year to $148 million.
  • Net loss was $64 million, compared to a net loss of $99 million in the same quarter last year.

Headline financials

Total Revenue

$368M

Previous: $606M-39.3%
EPS (adj)

-$1.50

Previous: -$0.79-89.1%
Free Cash Flow

-$344M

No prior period
Net Income

-$64M

Previous: -$99M+35.4%
Operating Income

-$63M

Previous: -$78M+19.2%
Gross Profit

$167M

Previous: $365M-54.2%
Cash & Equivalents

$1.07B

No prior period
Total Assets

$1.37B

No prior period
Stock-Based Comp

$30M

No prior period

Revenue & EPS history

Wish · Revenue · Quarterly

$368M

Q3 2021-39.3%vs Q3 2020
Beat estimate in 2 of 12 quarters(17%)
ActualEstimate

Revenue by segment

Wish · $12.1M total across 2 segments · Q1 2026

  • Packaged
    $10.3M
  • Non-packaged
    $1.8M

Forward guidance

Wish anticipates Q4 revenue to be lower than Q3 due to ongoing reduction of ad spend, with Adjusted EBITDA expected to be between $(35) million and $(30) million.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2021

Historical avgQ3 2021

-1.5%

Avg return

Earnings day

-4.4%

Avg return

5 days after

-7.5%

Avg return

30 days after

39%

9 / 23 earnings

Positive

+7.8%

Q1 2023

Best reaction

-10.3%

Q4 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.3%+1.4%+15.6%
Q4 2025+1.2%+1.8%+4.2%
Q4 2026+1.2%+1.8%+4.2%
Q3 2025+0.5%+0.4%-1.0%
Q2 2025-1.2%-0.1%+7.4%
Q1 2025+0.0%+1.5%-1.5%
Q4 2024+6.7%+6.3%-6.4%
Q3 2024+0.8%+5.4%+27.8%
Q2 2024+2.7%+1.7%-1.1%
Q1 2024-2.0%+3.0%+1.7%
Q4 2023-1.2%-2.6%-12.7%
Q3 2023-0.9%+17.8%+24.4%
Q2 2023+5.5%-21.8%-33.8%
Q1 2023+7.8%+11.9%-1.6%
Q4 2022+0.4%-31.6%-45.6%
Q3 2022-7.9%+13.0%-9.8%
Q2 2022-9.2%-8.6%-34.1%
Q1 2022-10.1%-27.0%-5.3%
Q4 2021-4.2%-19.8%-5.1%
Q3 2021-7.1%-5.6%-34.8%
Q2 2021-4.3%-29.3%-30.8%
Q1 2021-2.6%-25.5%-15.1%
Q4 2020-10.3%+4.9%-19.4%
Q3 2020
Q2 2020
Q1 2020
Q4 2019

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