Earnings Call Summary | SCHNEIDER ELECTRIC SE(SBGSF.US) Q1 2024 Earnings Conference
Earnings Call Summary | SCHNEIDER ELECTRIC SE(SBGSF.US) Q1 2024 Earnings Conference
The following is a summary of the Schneider Electric SE (SBGSF) Q1 2024 Earnings Call Transcript:
以下是施耐德電氣股份公司（SBGSF）2024年第一季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Schneider Electric reported a strong Q1 2024 with sales reaching EUR 8.6 billion, indicating a 5.3% revenue growth.
Growth was primarily driven by the Energy Management segment, showcasing good diversification across business models and geographies.
The Software services segment grew by 5%, with Annual Recurring Revenue (ARR) growth at AVEVA at 13%. The company projects 15%+ growth by year-end.
The company foresees an organic growth of 8% to 12% in its adjusted EBITA for full year 2024, as stated in their guidance.
Despite a profitable quarter, the company experienced timing impacts on Q1 profitability due to year-end realignments with AVEVA.
施耐德電氣報告稱，2024年第一季度表現強勁，銷售額達到86億歐元，收入增長5.3％。
增長主要由能源管理板塊推動，顯示出業務模式和地域之間的良好多元化。
軟件服務板塊增長了5％，AVEVA的年度經常性收入（ARR）增長了13％。該公司預計，到年底將增長15％以上。
正如其指導方針所述，該公司預計，2024年全年調整後的息稅折舊攤銷前利潤將有機增長8％至12％。
儘管該季度盈利，但由於年底與AVEVA的調整，該公司第一季度的盈利能力受到了時間影響。
Business Progress:
業務進展：
Schneider Electric continued progress on its Capital Markets Day strategies, particularly in the Energy Management sector, with notable solid growth in distributed IT.
Schneider Electric launched several operational initiatives and made noteworthy collaborations with Digital Realty and a large water utility.
The company made commendable strides with the EcoStruxure Automation Experts platform, aiming to leverage software layer for enhanced collaboration and direction.
A potential strategic transaction with Bentley Systems is under discussion, indicating possible further expansion of Schneider's portfolio as part of the One Software strategy.
In terms of sustainability, Schneider Electric is making good progress towards its goal of a score target of 7.4 for 2025.
施耐德電氣在資本市場日戰略方面繼續取得進展，特別是在能源管理領域，分佈式IT實現了顯著的穩步增長。
施耐德電氣啓動了多項運營計劃，並與Digital Realty和一家大型自來水公司進行了值得注意的合作。
該公司在EcoStruxure自動化專家平台上取得了值得稱道的進步，旨在利用軟件層加強協作和指導。
正在討論與 Bentley 軟件公司的潛在戰略交易，這表明作爲 “一個軟件” 戰略的一部分，施耐德的產品組合可能進一步擴大。
在可持續發展方面，施耐德電氣在實現2025年目標7.4的目標方面取得了良好的進展。
More details: SCHNEIDER ELECTRIC SE IR
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譯文內容由第三人軟體翻譯。