Earnings Call Summary | Freightos(CRGO.US) Q4 2023 Earnings Conference
Earnings Call Summary | Freightos(CRGO.US) Q4 2023 Earnings Conference
The following is a summary of the Freightos Limited (CRGO) Q4 2023 Earnings Call Transcript:
以下是Freightos Limited（CRGO）2023年第四季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Freightos reported Q4 revenue of $5.3 million, an 8% increase from Q4 2022, and full-year 2023 revenue was $20.3 million, a 6% increase compared to the previous year.
IFRS gross margins improved to 62.2%, up from 59.2% in Q4 2022 and non-IFRS gross margin reached 70% for the quarter, up from 65.8% in Q4 2022.
Adjusted EBITDA in Q4 2023 was a negative $3.8 million, marking a sequential improvement from the $4.1 million loss in Q3 while the cash balance at the end of the year was $51.7 million.
Q1 2024 guidance includes a mid-20% growth in transactions and between $5.2 million and $5.3 million in revenues.
Adjusted EBITDA losses are expected to be between $4.2 million and $3.9 million in Q1 and between $15.3 million and $13.8 million for the full year.
Freightos報告第四季度收入爲530萬美元，較2022年第四季度增長8％，2023年全年收入爲2,030萬美元，與上年相比增長6％。
國際財務報告準則毛利率從2022年第四季度的59.2％提高至62.2％，非國際財務報告準則毛利率從2022年第四季度的65.8％上升至該季度的70％。
2023年第四季度調整後的息稅折舊攤銷前利潤爲負380萬美元，與第三季度的410萬美元虧損相比連續改善，而年底的現金餘額爲5,170萬美元。
2024年第一季度的指引包括交易量增長20％左右，收入在520萬至530萬美元之間。
預計第一季度調整後的息稅折舊攤銷前利潤虧損將在420萬美元至390萬美元之間，全年調整後的息稅折舊攤銷前利潤虧損將在1,530萬美元至1,380萬美元之間。
Business Progress:
業務進展：
Freightos went public this year, raising around $65 million net of expenses, ending the year with $52 million left.
A record of 287,000 transactions was achieved in Q4, up by 53% Year Over Year, culminating to over a million transactions for the year.
A YoY increase of 12% registered in buyers reaching about 17,600 unique buyers.
The number of unique carrier sellers increased from 39 in Q3 to 45 in Q4.
Freightos also introduced new features, integrated payment systems, insurance, and customs brokerage into its platforms.
The launch of Freightos Terminal presents global air and ocean freight market intelligence.
Consolidation of its technology platforms under the One Stack initiative, aiming to connect international freight service buyers and sellers more seamlessly.
Future targets for 2025 to 2030 include transaction and GBV growth of 20% to 30% annually with revenue growth of 25% to 30% YoY and non-IFRS gross margins potentially approaching 80%, achieving profitability by the end of 2026.
Freightos今年上市，扣除支出後籌集了約6500萬美元，年底還剩5200萬美元。
第四季度實現了創紀錄的28.7萬筆交易，同比增長了53％，最終實現了超過一百萬筆交易。
註冊買家同比增長12％，達到約17,600名獨立買家。
獨立承運人賣家的數量從第三季度的39家增加到第四季度的45家。
Freightos 還引入了新功能，將支付系統、保險和海關代理集成到其平台中。
Freightos Terminal的推出提供了全球空運和海運市場情報。
在One Stack計劃下整合其技術平台，旨在更無縫地連接國際貨運服務的買家和賣家。
2025年至2030年的未來目標包括交易和GBV每年增長20％至30％，收入同比增長25％至30％，非國際財務報告準則毛利率可能接近80％，到2026年底實現盈利。
More details: Freightos IR
更多詳情： Freightos 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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譯文內容由第三人軟體翻譯。