Vonage Holdings Corp
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+ FollowMarket Cap$29.82B
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Earnings Call Q1 2025
May 13, 2025 - AI Summary
Strong Financial Performance: Venture Global reported a remarkable 105% year-over-year increase in revenue to $2.9 billion and a 94% increase in consolidated adjusted EBITDA to $1.3 billion compared to Q1 2024. Income from operations rose by 75% to $1.1 billion, highlighting the efficiency of operations and significant growth in LNG exports, which reached a record 234 TBtu.
Expanded Production Capacity and Projects: The company successfully exported 34 commissioning cargoes from the Calcasieu Pass project and achieved its commercial operation date on April 15, 2025. With the Plaquemines project also showing strong performance, producing LNG at approximately 140% of nameplate capacity, Venture Global anticipates having 54 operational liquefaction trains by the end of 2025, indicating a sharp increase in output capacity.
Guidance Revision and Market Sensitivity: Venture Global revised its consolidated adjusted EBITDA guidance for 2025 to a range of $6.4 billion to $6.8 billion, a significant update reflecting ongoing contracting efforts. The guidance indicates a reduced sensitivity to price movements in natural gas as the company locks in more long-term contracts, with expected fixed liquefaction fees between $6 to $7 per MMBtu.
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$-11.69
197.5% downside
Current Fair Value
197.5% downsideOvervalued by 197.5% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $29.82 Billion |
|---|---|
| Enterprise Value | $28.61 Billion |
| Annual dividend | $0.07 |
| Dividend yield | 0.63% |
| Earnings per Share | $0.93 |
| Beta | 0.22 |
| Outstanding Shares | 2,489,000,000 |
Return
| Return on Equity | 42.25% |
|---|---|
| Return on Assets | 5.89% |
| Return on Invested Capital | 11.34% |
Valuation & Multiples
| P/E Ratio | 10.88 |
|---|---|
| PEG | 5.9 |
| Price to Sales | 2.0 |
| Price to Book Ratio | 3.0 |
| Enterprise Value to Revenue | 1.69 |
| Enterprise Value to EBIT | 4.37 |
| Enterprise Value to Net Income | 7 |
| Total Debt to Enterprise | 0.07 |
| Debt to Equity | 0.22 |
Revenue Sources
No data
Last Earnings Call
Report Date
August 11, 2026
EPS Estimate
$0.48
Consensus analyst estimateRevenue Estimate
$4.69 B
Consensus analyst estimateNext Earnings Call
Expected Date
November 9, 2026
EPS Estimate
$0.55
Consensus analyst estimateRevenue Estimate
$4.74 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 49.79% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 0.54%▼ 18.10% |
|---|---|
| Total Invested | $170.26M▼ 96.70% |
| Investors Holding | 84▼ 328.00% |
About Vonage Holdings Corp
CEO: Alan Masarek
