Earnings Call Summary | E2open Parent(ETWO.US) Q4 2024 Earnings Conference
Earnings Call Summary | E2open Parent(ETWO.US) Q4 2024 Earnings Conference
The following is a summary of the E2open Parent Holdings, Inc. (ETWO) Q4 2024 Earnings Call Transcript:
以下是E2Open母公司控股有限公司（ETWO）2024年第四季度财报电话会议记录摘要：
Financial Performance:
财务业绩：
E2Open reported a Q4 2024 subscription revenue of $134.4 million, surpassing the high-end of their guidance but marking a slight 1.8% YoY decline.
Professional services and other revenue dropped 18.0% to $24.1 million in Q4 2024.
Non-GAAP gross profit was $110.9 million, relating a 4.9% YoY decline. However, the full-year non-GAAP gross margin for 2024 improved to 69.4% from 68.7% the previous year.
Adjusted EBITDA for Q4 was $55.1 million, down from $61.2 million the previous year, but full-year adjusted EBITDA increased 1.5% to $220.3 million.
The company reported a Q4 net loss of $45.5 million and an annual net loss of $1.2 billion, impacted by a $1.1 billion non-cash goodwill impairment.
E2Open ended FY 2024 with a cash balance of $134.5 million, marking a YoY increase of $41.5 million.
E2Open报告称，2024年第四季度的订阅收入为1.344亿美元，超过了预期的高端水平，但同比略有下降1.8％。
专业服务和其他收入在2024年第四季度下降了18.0％，至2410万美元。
非公认会计准则毛利为1.109亿美元，同比下降4.9％。但是，2024年的全年非公认会计准则毛利率从去年的68.7％提高到69.4％。
第四季度调整后的息税折旧摊销前利润为5,510万美元，低于去年的6,120万美元，但全年调整后的息税折旧摊销前利润增长了1.5％，至2.203亿美元。
该公司报告称，受11亿美元非现金商誉减值的影响，第四季度净亏损为4550万美元，年度净亏损为12亿美元。
E2Open在2024财年末的现金余额为1.345亿美元，同比增长4,150万美元。
Business Progress:
业务进展：
E2Open is accelerating organic growth and cross-selling opportunities, identifying $2 billion of such opportunities in its existing client base.
New supply network discovery capabilities within its supply applications have been introduced, with new features being added every quarter.
Efforts are being made to enhance growth capabilities by aligning sales capacity and talent to their growth opportunities, and developing partnerships with Systems Integrators to identify new clients.
A detailed plan is being implemented to improve client retention by stabilizing churn.
E2open forecasts FY 2025 subscription revenue to be between $532 million and $542 million and is working towards a gross profit margin of 68% to 70%.
The company has transitioned from an M&A focus to aim for double-digit organic growth, with new leadership and strategies in place for growth reacceleration.
E2Open has also been enhancing the quality of its pipeline and making strides in reducing churn and enhancing its sales organization.
E2Open正在加速有机增长和交叉销售机会，在其现有客户群中发现了20亿美元的此类机会。
其供应应用程序中引入了新的供应网络发现功能，并且每季度都会增加新功能。
正在努力通过调整销售能力和人才与增长机会来增强增长能力，并与系统集成商建立合作伙伴关系以寻找新客户。
正在实施一项详细计划，通过稳定流失率来提高客户留存率。
E2Open预测2025财年的订阅收入将在5.32亿美元至5.42亿美元之间，并正在努力实现68％至70％的毛利率。
该公司已从以并购为重点过渡到以两位数的有机增长为目标，新的领导层和战略已经到位，以重新加速增长。
E2Open还一直在提高其渠道质量，并在减少流失和加强销售组织方面取得了长足的进步。
More details: E2open Parent IR
更多详情： e2open 家长 IR
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：欲了解更多详情，请访问投资者关系网站。本文仅供投资者参考，不构成任何投资建议。
译文内容由第三方软件翻译。