Earnings Call Summary | Cantaloupe(CTLP.US) Q3 2024 Earnings Conference
Earnings Call Summary | Cantaloupe(CTLP.US) Q3 2024 Earnings Conference
The following is a summary of the Cantaloupe, Inc. (CTLP) Q3 2024 Earnings Call Transcript:
以下是哈密瓜公司(CTLP)2024年第三季度業績電話會議記錄摘要:
Financial Performance:
財務業績:
Cantaloupe's Q3 revenue grew 13% year-over-year to $67.9 million with subscription revenue seeing a 7% YoY growth.
Gross margin increased to 39.6% in Q3, up from 37.9% in the same period last year, fuelled by higher margins for both subscription and transaction revenue.
Transaction revenue growth exceeded expectations, and adjusted EBITDA for Q3 amounted to $10.2 million.
Expectations for FY '25 include a subscription revenue growth north of 15%, and combined subscription and transaction revenue growth north of 18%. They also intend to maintain discipline in managing operational expenses.
哈密瓜第三季度收入同比增長13%,達到6,790萬美元,訂閱收入同比增長7%。
由於訂閱和交易收入利潤率的提高,毛利率從去年同期的37.9%增至第三季度的39.6%。
交易收入增長超出預期,第三季度調整後的息稅折舊攤銷前利潤爲1,020萬美元。
對25財年的預期包括訂閱收入增長15%以上,訂閱和交易收入合併增長18%以上。他們還打算保持管理運營開支的紀律。
Business Progress:
業務進展:
Cantaloupe has seen successful market expansions in Latin America and Europe, with nearly 4,000 devices deployed in Mexico and over 1,500 devices across Europe.
The company plans to further invest in its cloud infrastructure to foster growth.
Cantaloupe's micro-market solutions continue to gain traction in new international markets.
New products like Seed Pick Easy and Seed Analytics are expected to fuel future growth.
Despite continued labor shortages, the company does not foresee a reduction in installation timelines.
The company has held successful Innovation Days to strengthen customer relationships, with more such events planned for the future.
哈密瓜成功地在拉丁美洲和歐洲擴張了市場,在墨西哥部署了近4,000臺設備,在歐洲部署了1,500多臺設備。
該公司計劃進一步投資其雲基礎架構以促進增長。
哈密瓜的微型市場解決方案繼續在新的國際市場中獲得關注。
Seed Pick Easy和Seed Analytics等新產品預計將推動未來的增長。
儘管勞動力持續短缺,但該公司預計安裝時間不會縮短。
該公司成功舉辦了創新日以加強客戶關係,並計劃在未來舉辦更多此類活動。
More details: Cantaloupe IR
更多詳情: 哈密瓜 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。