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年第四季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
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報告稱，2024年第四季度的訂閱收入爲1.344億美元，超過了預期的高端水平，但同比略有下降1.8％。
專業服務和其他收入在2024年第四季度下降了18.0％，至2410萬美元。
非公認會計准則毛利爲1.109億美元，同比下降4.9％。但是，2024年的全年非公認會計准則毛利率從去年的68.7％提高到69.4％。
第四季度調整後的息稅折舊攤銷前利潤爲5,510萬美元，低於去年的6,120萬美元，但全年調整後的息稅折舊攤銷前利潤增長了1.5％，至2.203億美元。
該公司報告稱，受11億美元非現金商譽減值的影響，第四季度淨虧損爲4550萬美元，年度淨虧損爲12億美元。
E2Open在2024財年末的現金餘額爲1.345億美元，同比增長4,150萬美元。
Business Progress:
業務進展：
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正在加速有機增長和交叉銷售機會，在其現有客戶群中發現了20億美元的此類機會。
其供應應用程序中引入了新的供應網絡發現功能，並且每季度都會增加新功能。
正在努力通過調整銷售能力和人才與增長機會來增強增長能力，並與系統集成商建立合作伙伴關係以尋找新客戶。
正在實施一項詳細計劃，通過穩定流失率來提高客戶留存率。
E2Open預測2025財年的訂閱收入將在5.32億美元至5.42億美元之間，並正在努力實現68％至70％的毛利率。
該公司已從以併購爲重點過渡到以兩位數的有機增長爲目標，新的領導層和戰略已經到位，以重新加速增長。
E2Open還一直在提高其渠道質量，並在減少流失和加強銷售組織方面取得了長足的進步。
More details: E2open Parent IR
更多詳情： e2open 家長 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：欲了解更多詳情，請訪問投資者關係網站。本文僅供投資者參考，不構成任何投資建議。
譯文內容由第三人軟體翻譯。