Earnings Call Summary | TaskUs(TASK.US) Q1 2024 Earnings Conference
Earnings Call Summary | TaskUs(TASK.US) Q1 2024 Earnings Conference
The following is a summary of the TaskUs, Inc. (TASK) Q1 2024 Earnings Call Transcript:
以下是TaskUs, Inc.（TASK）2024年第一季度财报电话会议记录摘要：
Financial Performance:
财务业绩：
TaskUs reported Q1 revenue of $227.5M, exceeding their top-end guidance by $3M and adjusted EBITDA of $50.6M, achieving a 22.2% EBITDA margin.
Despite a year-on-year revenue decline of 3.3% due to seasonal factors, strong free cash flow was generated to keep the company on pace to meet its annual free cash flow guidance of $120M - $130M.
The company anticipates resumption of year-on-year revenue growth from the second quarter onward, with a progressively increasing growth rate each quarter.
There is reported revenue growth of 7% across all geographies excluding the US where it declined to 11%, in line with long-term projections. Latin America displayed strong revenue growth of over 50%.
TaskUs raised the lower limit of its annual revenue guidance from $900M to $925M, keeping the upper limit untouched at $950M.
TaskUs公布的第一季度收入为2.275亿美元，比其高端预期高出300万美元，调整后的息税折旧摊销前利润为5,060万美元，息税折旧摊销前利润率达到22.2％。
尽管由于季节性因素，收入同比下降了3.3％，但还是产生了强劲的自由现金流，使公司有望实现其1.2亿美元至1.3亿美元的年度自由现金流预期。
该公司预计，从第二季度起，收入将恢复同比增长，每个季度的增长率将逐步提高。
据报道，除美国外，所有地区的收入均增长了7％，美国的收入下降至11％，与长期预测一致。拉丁美洲的收入增长强劲，超过50％。
TaskUs将其年度收入预期的下限从9亿美元提高到9.25亿美元，上限保持在9.5亿美元不变。
Business Progress:
业务进展：
TaskUs continues to excel in client performance, especially from the twenty top clients.
The company is increasing its investments in sales, marketing, and technology including AI initiatives, to capitalize on growing demand and expansion opportunities.
Revenue growth in 2024 is predicted from four out of five top clients, despite slower growth rates due to unforeseeable macroeconomic factors.
Increasing demand for Trust and Safety solutions from different sectors enables the firm to employ seasonal staff on new projects, along with investments for the upscaling of facilities, and improvements in sales and marketing.
Headcount growth is strong in Latin America, the Philippines, and Europe, and this trend is projected to continue.
By the end of 2024, TaskUs expects the share of revenue from crypto and equity-related activities to increase to 5% from 4% in Q1 2024.
TaskUs继续在客户性能方面表现出色，尤其是排名前二十位的客户。
该公司正在增加对销售、营销和技术（包括人工智能计划）的投资，以利用不断增长的需求和扩张机会。
尽管由于不可预见的宏观经济因素，增长率有所放缓，但预计五分之四的顶级客户将在2024年实现收入增长。
不同行业对信任和安全解决方案的需求不断增加，这使公司能够在新项目上雇用季节性员工，同时投资升级设施，改善销售和营销。
拉丁美洲、菲律宾和欧洲的员工人数增长强劲，预计这一趋势将继续下去。
TaskUs预计，到2024年底，加密和股票相关活动的收入份额将从2024年第一季度的4％增加到5％。
More details: TaskUs IR
更多详情： TaskUs 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.
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译文内容由第三方软件翻译。