FITBIT A DL-,0001 WKN: A14S7U ISIN: US33812L1026 Forum: Aktien Thema: Hauptdiskussion

https://investor.fitbit.com/press/press-releases/press-release-details/2018/Fitbit-Reports-Third-Quarter-2018-Results/default.aspx

Third Quarter 2018 Financial Highlights Sold 3.5 million wearable devices. Average selling price increased 3% year-over-year to $108 per device driven by the growing mix of smartwatches. U.S. revenue represented 58% of revenue or $230 million, down 6% year-over-year. International revenue represented 42% of revenue and increased 10% year-over-year to $163 million: EMEA revenue increased 17% to $104 million; Americas excluding U.S. revenue declined 2% to $25 million; and APAC revenue was relatively flat at $34 million, all year-over-year, respectively. New devices introduced in the past year, Fitbit VersaTM, Fitbit Charge 3TM, Fitbit AceTM and Fitbit Aria 2TM, represented 62% of revenue. GAAP gross margin was 39.0% and non-GAAP gross margin was 40.1%. Both GAAP and non-GAAP gross margins were negatively impacted by the change in mix towards smartwatches, partially offset by improved warranty costs. GAAP operating expenses represented 44% of revenue, and non-GAAP operating expenses represented 38% of revenue. GAAP impairment charge of $6 million to reflect the write-down of a minority equity investment. Third Quarter 2018 Operational Highlights Diversified wearable device revenue from predominately trackers to smartwatches and trackers. Smartwatch revenue grew to 49% of revenue from less than 10% a year ago. Refreshed product line up. Versa outsold competitive offerings from each of Garmin, Samsung, Fossil in the U.S. Launched Charge 3 tracker device, our most advanced health & fitness tracker. Active community of users: 55% of our active users viewed Fitbit Feed in the quarter. 58% of activations came from new users, while 42% came from repeat buyers. Of the repeat buyers, 49% were previously inactive for 90 days or greater. Fourth Quarter 2018 Guidance We expect revenue to be greater than $560 million, with device sales down and a higher average selling price. Non-GAAP net income per share of greater than $0.07. We expect gross margins to trend slightly higher from the third quarter. Capital expenditures as a percentage of revenue of approximately 5%. We anticipate free cash flow to be approximately $90 million. Non-GAAP effective tax rate of approximately 25%, but can vary significantly depending on profitability. Stock-based compensation expense of approximately $24 million and fully diluted share count of approximately 260 million. Full Year 2018 Guidance We reiterate our full-year 2018 revenue guidance of approximately $1.5 billion. We expect the average selling price of our devices to rise, offset by a decline in device sales. We expect tracker device sales to decline and smartwatch device sales to increase. We are on-track to deliver or come in under our full year operating expense target of $740 million. Capital expenditures as a percentage of revenue of approximately 4%. Excluding the impact of the tax refund payment, we reiterate our free cash flow guidance of approximately ($20) million for 2018. Including the refund payment, free cash flow will be approximately $52 million. We expect non-GAAP effective tax rate to be approximately 25%, but may vary depending on geographic mix of revenue, tax credits, and shift to profitability. Stock-based compensation expense of approximately $98 million and basic/diluted share count of approximately 248/260 million.

Fitbit Reports Third Quarter 2018 Results Revenue of $394 million, GAAP Net Loss Per Share of ($0.01), Non-GAAP Net Income Per Share of $0.04. Re-affirms full year 2018 revenue guidance of $1.5 billion. Fitbit grows both tracker and smartwatch devices sequentially. #2 player in the U.S. smartwatch category.

Was kann das charge 3 denn mehr als ein Chinaprodukt für 20? Hat noch nicht mal GPS für den Preis...

Charge 3 ist jetzt am Markt ... optisch und technisch top .. und das für 149 € .. bis Weihnachten rechne ich mit Kursen im Bereich 6-8 €

Was heißt billig. Ist nachwievor teuer. Die 35 Euro waren maßlos überbewertet. Selbst die jetzigen 4,3 Euro sind noch zu viel. Die Konkurrenz ist viel zu groß, die Absätze viel zu niedrig. Wüsste auch nicht, wie weiterhin Wachstum und Geld generiert werden sollte.

Was macht fitbit? Steht sonst. Technoligie! Lohnt sich hier einzusteigen? War mal 35,- €. WArum so billig? Danke

bekomme ein neues nachgeschickt

Meine surge ist da für nicht vorgesehen, hält jedoch duschen und schwimmen bis heute stand ....

Meine Charge 2 ist aufgrund eines Wasserspritzers nun defekt. Kann nicht sein dass es nicht mal spritzfest ist. So ein Müll

Besser als erwartet aber immer noch ein Fehlbetrag.

und was sagen die Zahlen?

Q3 Zahlen heute

Ich glaube dass es keine großen rücksetzer geben wird. Eher an eine art treppenfunktion.

Die gesundheitsuhren werden der knaller. Da muss man jetzt dabei sein. 15 dieses jahr.

Momentan geht es nach oben. Da können die negativen Posts hier auch nichts ändern..