Earnings Call Summary | Secureworks(SCWX.US) Q1 2025 Earnings Conference
Earnings Call Summary | Secureworks(SCWX.US) Q1 2025 Earnings Conference
The following is a summary of the SecureWorks Corp. (SCWX) Q1 2025 Earnings Call Transcript:
以下是SecureWorks corp. (SCWX) 2025年Q1業績會議通話記錄摘要:
Financial Performance:
金融業績：
SecureWorks reported Q1 total revenue of $86 million, surpassing the initially guided range of $83 million to $85 million.
Taegis subscription revenue stood at $69 million, marking a 10% increase year-over-year.
Adjusted EBITDA was $6 million, which exceeded the breakeven to $2 million guidance, showing a notable improvement from the same period last year.
Non-GAAP net income was reported at $4 million, compared to a non-GAAP net loss of $17 million in the same quarter last year.
Gross margins for Taegis expanded by 430 basis points year-over-year.
SecureWorks報告Q1總收入爲8600萬美元，超過最初指導區間8300萬至8500萬美元。
Taegis訂閱收入爲6900萬美元，同比增長10% 。
調整後的EBITDA爲600萬美元，超過了盈虧平衡點至200萬美元的指導區間，相比去年同期有明顯的改善。
非GAAP淨收入爲400萬美元，相比去年同期的淨損失1700萬美元有大幅改觀。
Taegis的毛利率同比增長了430個點子。
Business Progress:
業務進展：
SecureWorks highlighted significant progress with the launch of new Taegis modules and capabilities.
The company also emphasized the strengthening of its open XDR-based approach, which has been increasingly recognized in the industry.
Major global partnerships were announced, further broadening SecureWorks' reach and market penetration.
Two significant product advancements were introduced: Taegis Network Detection and Response (NDR) and Taegis Vulnerability Detection and Response (VDR), aimed at protecting against network-based attacks and software vulnerabilities, respectively.
SecureWorks強調了新的Taegis模塊和功能的顯著進展。
公司還強調了其基於開放式XDR的方法的加強，這在行業中越來越受到認可。
宣佈了重要的全球合作伙伴關係，進一步擴大了SecureWorks的業務範圍和市場滲透率。
兩個重要的產品進展：Taegis網絡檢測和響應(NDR)和Taegis漏洞檢測和響應(VDR)，旨在保護免受基於網絡的攻擊和軟件漏洞的威脅。
Opportunities:
機會：
SecureWorks highlighted the growth of the Taegis Annual Recurring Revenue (ARR) to $287 million.
The company underscored the expansion in its product offerings and the broadening of its customer base through strategic partnerships and product enhancements.
The new product capabilities are providing avenues to capture a larger segment of the cybersecurity market, particularly in addressing network threats and software vulnerabilities.
SecureWorks強調了Taegis年度再生收入(ARR)增長至2.87億美元。
公司強調通過戰略合作伙伴關係和產品增強來擴展其產品業務和客戶基礎的擴大。
新的產品功能提供了在網絡威脅和軟件漏洞方面開拓網絡安全市場的途徑。
Risks:
風險：
No explicit risks detected.
沒有發現任何明確風險。
More details: Secureworks IR
更多詳情：Secureworks 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：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。