Earnings Call Summary | Zuora(ZUO.US) Q1 2025 Earnings Conference
Earnings Call Summary | Zuora(ZUO.US) Q1 2025 Earnings Conference
The following is a summary of the Zuora, Inc. (ZUO) Q1 2025 Earnings Call Transcript:
以下是Zuora, Inc.(ZUO)2025年第一季度業績電話會議記錄摘要:
Financial Performance:
財務業績:
Zuora reported a Q1 subscription revenue of $99 million, marking a 10% increase year-over-year.
Non-GAAP operating income exceeded guidance at $18.6 million, representing a 17% operating margin.
Adjusted free cash flow for the quarter was significantly high at $31.4 million.
The company is on track to exit the fiscal at Rule of 40 framework, a significant jump from the previous year's level 26.
ACV growth for customers over $250,000 per year increased by more than 10% this quarter.
Despite the challenging market conditions, an ARR growth of 8% to 10% is expected by the end of the year.
Zuora報告稱,第一季度訂閱收入爲9900萬美元,同比增長10%。
非公認會計准則營業收入超過預期的1,860萬美元,營業利潤率爲17%。
本季度調整後的自由現金流高達3140萬美元。
該公司有望在第40條框架下退出財年,較去年的26水平大幅上升。
本季度,每年超過25萬美元的客戶的ACV增長率增長了10%以上。
儘管市場條件艱難,但預計到年底ARR將增長8%至10%。
Business Progress:
業務進展:
Zuora made significant progress in expanding their customer base, fueled by increasing customer satisfaction levels.
The company saw a noticeable increase in cross-selling, with customers adding other Zuora products or adopting their technology in new business units.
The acquisition of 'Togai', a leading metering and rating solution, expanded the company's offerings beyond just billing to a complete monetization software stack for diverse business models.
Zuora continues to pivot towards more digital and inbound techniques for pipeline generation.
Emphasis is placed on retaining high-quality customers and enhancing expansion within the existing customer base.
There is significant pipeline growth due to efficient lead generation strategies, including the use of digital technologies and AI tools.
在客戶滿意度提高的推動下,Zuora在擴大客戶群方面取得了重大進展。
該公司的交叉銷售明顯增加,客戶增加了其他Zuora產品或在新業務部門採用了他們的技術。
對領先的計量和評級解決方案 “Togai” 的收購,將公司的產品範圍從計費擴展到適用於各種商業模式的完整貨幣化軟件堆棧。
Zuora繼續轉向使用更多的數字化和入站技術來進行管道生成。
重點是留住高質量的客戶和加強現有客戶群的擴張。
由於有效的潛在客戶生成策略,包括數字技術和人工智能工具的使用,渠道顯著增長。
More details: Zuora IR
更多詳情: Zuora 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。