SouFun (SFUN) Q1 Loss Wider Than Expected, View Raised

Zacks

SouFun Holdings Ltd. SFUN reported operating net loss of 24 cents per share in the first quarter of 2016, wider than the Zacks Consensus Estimate of a loss of 7 cents. The company had earned 2 cents per share in the year-ago quarter.

A higher level of expenses offset the revenue improvement, resulting in a loss in the quarter.

Behind the Headlines

Total revenue of SouFun was $204.6 million in the quarter, up 62.3% year over year on growth in e-commerce services. Soft performance in marketing services limited the upside. However, revenue growth was the highest in the last five years.

Digging deeper, marketing services’ revenues decreased 25.1% year over year to $30.4 million.

Revenues from e-Commerce services (contributing nearly 70% to total revenue) skyrocketed 154% year over year to $142.6 million on higher real estate brokerage services for secondary homes. Listing services revenues moved up 2% to $24.1 million. While Internet financial services revenues increased 200% on increased financial services to the real estate brokerage services, other value-added services revenues improved 27% year over year, largely on the strength of an increase in real estate data-related services.

Operating expenses increased 44.3% and selling expenses rose 27.3% owing to an increase in advertising and promotion expenses. General and administrative expenses also increased 77.9%.

The company incurred an operating loss of $110.2 million in the reported quarter. The year-ago quarter on the other hand had seen an operating income of $7.5 million.

Before income tax, interest expenses, interest income, depreciation and amortization, the company suffered an adjusted loss of $100.4 million. In the year-ago quarter, the company’s adjusted earnings before income tax, interest expenses, interest income, depreciation and amortization (EBITDA) was $11.3 million.

Financial Update

SouFun exited the first quarter with cash and cash equivalents of $567 million, down 31% from the 2015-end level.

Cash used in operating activities was $67.2 million the quarter compared with $54.7 million used in the year-ago quarter.

Guidance

SouFun raised its revenue guidance to $1.15 billion for 2016 (from $1.06 billion guided earlier), which translates into a 30% year-over-year increase.

Zacks Rank

SouFun presently carries a Zacks Rank #5 (Strong Sell).

Performance of Other Business Service Providers

The bottom line at Core-Mark Holding Company, Inc. CORE, ExamWorks Group, Inc. EXAM and Performant Financial Corporation PFMT outperformed their respective Zacks Consensus Estimate in their latest releases.

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