Why Cybersecurity Company SecureWorks Shares Are Seeing Blue Skies Today
Why Cybersecurity Company SecureWorks Shares Are Seeing Blue Skies Today
SecureWorks Corp. (NASDAQ:SCWX) shares are trading higher after it reported first-quarter FY25 results.
SecureWorks Corp. (納斯達克: SCWX)股票在報告第25財年第一季度業績後交投走高。
Revenue of $85.652 million beat the consensus of $84.198 million. Revenue fell year-over-year reflecting the strategic wind-down of the legacy Other MSS business.
營業收入爲8565.2萬美元，超過8419.8萬美元的共識。 營業收入同比下降，反映了其他MSS業務的戰略收尾。
Taegis revenue grew 10% Y/Y to $69.1 million, and annual recurring revenue (ARR) rose 7% Y/Y to $287 million. Taegis adjusted gross margin expanded to 74.3% from 70.0% a year ago.
Taegis營業收入同比增長10％至6910萬美元，年度經常性收入(ARR)同比增長7％至2.87億美元。 Taegis調整後毛利率從一年前的70.0％擴大至74.3％。
Adjusted EBITDA stood at $5.6 million vs. loss of $20.1 million in the first quarter of fiscal 2024, exceeding guidance and representing an adjusted EBITDA margin of 6.6%.
調整後的EBITDA爲560萬美元，去年同期爲虧損2010萬美元，超過預期，代表調整後的EBITDA毛利率爲6.6％。
Adjusted EPS of $0.05 surpassed the consensus loss of $0.01.
調整後的每股收益爲0.05美元，超過1美分的共識虧損。
The company ended the quarter with $47.0 million in cash and cash equivalents and no borrowings on its credit facility.
公司第一季度末現金及現金等價物爲4700萬美元，信貸額度沒有借款。
Outlook: SecureWorks expects second-quarter revenue of $80 million-$82 million versus $81.197 million estimate and adjusted EPS of $0.00-$0.02 versus $0.00 estimate.
展望：SecureWorks希望第二季度營業收入爲8000萬至8200萬美元，而非8119.7萬美元的估計，並希望調整後的每股收益爲0.00美元至0.02美元，而非0.00美元的估計。
SecureWorks still projects FY25 revenue of $325 million-$335 million versus the $330.096 million consensus. The company sees adjusted EPS of $0.05-$0.11 (prior view $0.00 – $0.08) versus the street view of $0.03. It continues to anticipate an ARR of $300 million or greater in FY25.
SecureWorks仍預計2025財年的營業收入爲3.25億美元至3.35億美元，而非3.30096億美元的共識。 公司將2025財年的調整後每股收益視爲0.05美元至0.11美元(先前爲0.00美元至0.08美元)，而非0.03美元的普通股。 它繼續預計2025財年的ARR爲3億美元或更高。
Alpana Wegner, Chief Financial Officer, said, "The continued expansion of our Taegis gross margin reflects our ongoing focus on operational efficiencies driven by our investments in AI and unique cloud architecture, while delivering strong security outcomes to our customers."
財務長Alpana Wegner表示:"Taegis毛利率的持續擴張反映了我們在人工智能和獨特雲架構方面的持續專注於運營效率，同時向客戶提供強大的安全保障。"
Price Action: SCWX shares are up 16.9% at $6.84 at the last check Thursday.
股票價格行動：週四最後一次檢查時，SCWX股票價格上漲16.9％至6.84美元。
Photo via Shutterstock
圖片來自shutterstock。
譯文內容由第三人軟體翻譯。