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Earnings Call Summary | N-able(NABL.US) Q4 2023 Earnings Conference

Earnings Call Summary | N-able(NABL.US) Q4 2023 Earnings Conference

業績電話會議摘要 | n-able (NABL.US) 2023 年第四季度業績發佈會
富途資訊 ·  02/23 05:05  · 電話會議

The following is a summary of the N-able, Inc. (NABL) Q4 2023 Earnings Call Transcript:

以下是N-able, Inc.(NABL)2023年第四季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • N-able reported Q4 revenue of $108.4 million, an increase of 13% YoY, and full-year revenue growth of 14% in constant currency.

  • The subscription revenue for Q4 was $106.1 million, contributing significantly to the total revenue.

  • Adjusted EBITDA for Q4 was $39.2 million, reflecting a 36% margin and $143.4 million for the full year, reflecting a 34% margin.

  • Full year revenue for 2023 was reported at $421.9 million, a YoY growth of 13.5% with a gross margin of 84.6%.

  • Unlevered free cash flow reached $102.3 million for the full year and $34.6 million for Q4 alone, showing a YoY increase of 37%.

  • N-able報告第四季度收入爲1.084億美元,同比增長13%,按固定貨幣計算,全年收入增長14%。

  • 第四季度的訂閱收入爲1.061億美元,爲總收入做出了重大貢獻。

  • 第四季度調整後的息稅折舊攤銷前利潤爲3,920萬美元,利潤率爲36%,全年利潤率爲1.434億美元,利潤率爲34%。

  • 2023年全年收入爲4.219億美元,同比增長13.5%,毛利率爲84.6%。

  • 全年未釋放的自由現金流達到1.023億美元,僅第四季度就達到3,460萬美元,同比增長37%。

Business Progress:

業務進展:

  • Product enhancement and increased offerings have been the driving strategies for the company's progress.

  • The launch of N-able Managed Detection and Response (MDR) has expanded the company's services in the cybersecurity market, with high demand witnessed among MSPs.

  • The company launched Cloud Commander, which allows MSPs to navigate the cloud through a single console, hence increasing efficiency.

  • Focus for 2024 will be on delivering security and data protection solutions, driving innovation in their RMM platforms, and intensifying customer engagement.

  • In 2024, pricing and packaging changes will be strategically planned based on market value, competition, and inflation.

  • 產品增強和增加產品供應一直是公司進步的驅動策略。

  • N-able 託管檢測和響應 (MDR) 的推出擴大了公司在網絡安全市場的服務,MSP 的需求很高。

  • 該公司推出了Cloud Commander,它允許MSP通過單一控制檯在雲端導航,從而提高了效率。

  • 2024年的重點將放在提供安全和數據保護解決方案,推動其RMM平台的創新以及加強客戶參與度上。

  • 2024年,將根據市場價值、競爭和通貨膨脹對定價和包裝變更進行戰略規劃。

More details: N-able IR

更多詳情: n-able 紅外線

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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譯文內容由第三人軟體翻譯。


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