Earnings Call Summary | F5 Inc(FFIV.US) Q2 2024 Earnings Conference
Earnings Call Summary | F5 Inc(FFIV.US) Q2 2024 Earnings Conference
The following is a summary of the F5, Inc. (FFIV) Q2 2024 Earnings Call Transcript:
以下是F5, Inc.（FFIV）2024年第二季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
F5 reported Q2 revenue of $681 million, a 3% decrease from the previous year. Software subscription renewals, however, drove a 20% year-over-year overall software revenue increase, with 28% growth in subscription revenue.
Non-GAAP earnings per share saw a 15% increase, reaching $2.91 at the high end of the guidance range.
Despite facing flat IT budgets, F5 stays committed to their previously projected FY '24 revenue outlook.
FY '24 non-GAAP EPS outlook was revised upward to 7-9% growth from the prior 6-8% range.
Cash flow operations remained steady in Q2 due to stringent receivables collection, despite a prediction of a slight dip in Q3 due to SaaS business dynamics. A reversal is expected in Q4, primarily due to maintenance.
F5公佈的第二季度收入爲6.81億美元，比上年下降3％。但是，軟件訂閱續訂推動了軟件總收入同比增長20％，訂閱收入增長了28％。
非公認會計准則每股收益增長了15％，達到2.91美元，處於指導區間的最高水平。
儘管面臨着不穩的IT預算，但F5仍致力於實現先前預計的24財年收入前景。
24財年非公認會計准則每股收益展望從之前的6-8％上調至7-9％。
儘管由於SaaS業務動態，預計第三季度將略有下降，但由於嚴格的應收賬款收集，第二季度的現金流業務保持穩定。預計第四季度將出現逆轉，這主要是由於維護。
Business Progress:
業務進展：
F5 continued adapting to customer needs in the hybrid multi-cloud environment and expanded its solutions portfolio accordingly.
Their offerings focus on secure, simplified application services and streamlining operations in mixed cloud infrastructures.
F5's application security capabilities were successfully applied in multiple customer cases.
New opportunities are being targeted in the AI tech sector, focusing on API security, secure multi-cloud networks, and high-speed data ingestion for AI models.
F5 anticipates a strong second half of FY '24 with high visibility into subscription renewals and hopes to emerge as a leader in aiding customers navigate AI complexities.
F5's Distributed Cloud Services continue to gain traction, providing application and API security to clients.
The company aims to stay ahead by investing in AI-enhanced security solutions capable of blocking sophisticated threats.
In a competitive market, F5 has been able to displace rival solutions by offering improved hardware with cloud benefits, and more consumer-friendly software in public clouds.
F5 繼續適應混合多雲環境中的客戶需求，並相應地擴展了其解決方案組合。
他們的產品側重於安全、簡化的應用程序服務和簡化混合雲基礎架構中的操作。
F5 的應用程序安全功能已成功應用於多個客戶案例。
人工智能技術領域正在瞄準新的機遇，重點是API安全、安全的多雲網絡和人工智能模型的高速數據攝取。
F5 預計 24 財年下半年將表現強勁，訂閱續訂的知名度很高，並希望成爲幫助客戶應對複雜的人工智能領域的領導者。
F5 的分佈式雲服務繼續受到關注，爲客戶提供應用程序和 API 安全性。
該公司的目標是通過投資能夠阻止複雜威脅的人工智能增強型安全解決方案來保持領先地位。
在競爭激烈的市場中，F5 能夠通過提供具有云優勢的改進硬件以及在公有云中提供更符合消費者需求的軟件來取代競爭對手的解決方案。
More details: F5 Inc IR
更多詳情： F5 Inc 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。