SecureWorks Corp. (SCWX) Q2 2025 Earnings Call Transcript Summary
SecureWorks Corp. (SCWX) Q2 2025 Earnings Call Transcript Summary
Non-GAAP Taegis subscription gross margin improved by 360 basis points to 74.3% year-over-year.The following is a summary of the SecureWorks Corp. (SCWX) Q2 2025 Earnings Call Transcript:
以下是SecureWorks Corp. (SCWX) Q2 2025業績會議記錄的摘要：
Financial Performance:
金融業績：
SecureWorks reported Q2 2025 total revenue of over $82 million, with Taegis subscription revenue at $71 million, up 7% year-over-year.
Annual Recurring Revenue (ARR) reached $290 million, driven by new customer acquisitions and expansion.
Non-GAAP Taegis subscription gross margin improved by 360 basis points to 74.3% year-over-year.
Adjusted EBITDA was $1 million, reflecting operational efficiency and productivity improvements.
SecureWorks報告Q2 2025年度營業收入超過$82 million，其中Taegis訂閱收入爲$71 million，同比增長7%。
年度重複收入（ARR）達到$290 million，由新客戶獲取和業務擴展推動。
非GAAP Taegis訂閱毛利率同比提高了360個點子，達到74.3%。
調整後的EBITDA爲$1 million，反映出運營效率和生產力的提高。
Business Progress:
業務進展：
Launched Taegis IDR, enhancing identity threat detection and response capabilities.
Expanded global partner ecosystem, adding new key partners and improving sales productivity and partner win rates.
Introduced Taegis ManagedXDR Plus, offering personalized threat hunting and security posture management.
Transitioned customers from legacy SIEM technology to Taegis platform, contributing to an increase in ARPC and endpoint growth.
推出了Taegis IDR，增強了身份威脅檢測和響應能力。
擴大全球合作伙伴生態系統，增加新的重要合作伙伴，並提高銷售生產力和合作夥伴的獲勝率。
引入了Taegis ManagedXDR Plus，提供個性化的威脅獵殺和安全姿態管理。
將客戶從傳統SIEm技術轉移到Taegis平台，爲ARPC和終端增長做出貢獻。
Opportunities:
機會：
Strong momentum in Taegis platform with expanded offerings such as Taegis IDR and ManagedXDR Plus positions the company well for further market expansion and new customer engagement.
Growing global partner ecosystem and increased sales productivity with partner deals representing 80% of global Taegis new logo sales.
Consolidation opportunities in the cybersecurity market are accelerating, with potential displacements of legacy security technologies.
Taegis平台的強勁勢頭，以擴展的Taegis IDR和ManagedXDR Plus等產品，爲進一步擴大市場和新客戶合作提供了良好的位置。
全球合作伙伴生態系統的增長和增加的銷售生產力，合作伙伴交易佔全球Taegis新標識銷售的80%。
網絡安全領域的整合機會正在加速，有可能取代傳統的安全技術。
Risks:
風險：
The transition from legacy MSS business might impact short-term revenue as it completes, although most transition costs have concluded.
Market competition and dynamics around consolidations in the cybersecurity sector pose potential risks.
從傳統的MSS業務轉型可能會在完成時對短期營業收入產生影響，儘管大多數轉型成本已經結束。
網絡安全領域的市場競爭和整合動態可能帶來潛在風險。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
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譯文內容由第三人軟體翻譯。