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年第二季度财报电话会议记录摘要：
Financial Performance:
财务业绩：
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公布的第二季度收入为6.81亿美元，比上年下降3％。但是，软件订阅续订推动了软件总收入同比增长20％，订阅收入增长了28％。
非公认会计准则每股收益增长了15％，达到2.91美元，处于指导区间的最高水平。
尽管面临着不稳的IT预算，但F5仍致力于实现先前预计的24财年收入前景。
24财年非公认会计准则每股收益展望从之前的6-8％上调至7-9％。
尽管由于SaaS业务动态，预计第三季度将略有下降，但由于严格的应收账款收集，第二季度的现金流业务保持稳定。预计第四季度将出现逆转，这主要是由于维护。
Business Progress:
业务进展：
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 继续适应混合多云环境中的客户需求，并相应地扩展了其解决方案组合。
他们的产品侧重于安全、简化的应用程序服务和简化混合云基础架构中的操作。
F5 的应用程序安全功能已成功应用于多个客户案例。
人工智能技术领域正在瞄准新的机遇，重点是API安全、安全的多云网络和人工智能模型的高速数据摄取。
F5 预计 24 财年下半年将表现强劲，订阅续订的知名度很高，并希望成为帮助客户应对复杂的人工智能领域的领导者。
F5 的分布式云服务继续受到关注，为客户提供应用程序和 API 安全性。
该公司的目标是通过投资能够阻止复杂威胁的人工智能增强型安全解决方案来保持领先地位。
在竞争激烈的市场中，F5 能够通过提供具有云优势的改进硬件以及在公有云中提供更符合消费者需求的软件来取代竞争对手的解决方案。
More details: F5 Inc IR
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译文内容由第三方软件翻译。