Aviat Networks, Inc. (AVNW) Q4 2024 Earnings Call Transcript Summary
Aviat Networks, Inc. (AVNW) Q4 2024 Earnings Call Transcript Summary
Aviat achieved non-GAAP EPS of $0.72 in Q4.The following is a summary of the Aviat Networks, Inc. (AVNW) Q4 2024 Earnings Call Transcript:
以下是Aviat Networks, Inc. (AVNW) 2024財年第四季度業績會交流摘要：
Financial Performance:
金融業績：
Q4 fiscal 2024 revenue was $117 million, up 28% from the previous year.
Full year fiscal 2024 revenue reached $408 million, a 19% increase from the previous fiscal year. Adjusted EBITDA for the year was $48 million, up 6%.
Aviat achieved non-GAAP EPS of $0.72 in Q4.
Gross margin for Q4 was reported at 35.3% on a GAAP basis and 35.9% on a non-GAAP basis, with the core business achieving non-GAAP gross margins of 38.7%, driven by project and regional mix, as well as increased software sales.
For fiscal 2025, projected revenue is in the range of $450 million to $490 million, with adjusted EBITDA expected between $46 million and $52 million.
2024財年第四季度營業收入爲1.17億美元，較去年同期增長28%。
2024財年全年營業收入達到4.08億美元，較上一財年增長19%。全年調整後的EBITDA爲4800萬美元，增長了6%。
第四財季Aviat實現了每股0.72美元的非通用會計準則每股收益。
第四財季的毛利率按照通用會計準則報告爲35.3%，按照非通用會計準則報告爲35.9%，核心業務實現了38.7%的非通用會計準則毛利率，受項目和區域型混合以及軟件銷售增加推動。
對於2025財年，預計營業收入區間爲4.5億至4.9億美元，調整後的EBITDA預計在4600萬至5200萬美元之間。
Business Progress:
業務進展：
Closed the Pasolink acquisition enhancing Aviat's product portfolio and international business scale.
Introduced Pasolink support on ProVision Plus, Aviat's network management software, tapping into a base of over 800,000 active Pasolink radios.
Achieved a significant new customer win in the public safety sector.
Plans to integrate the recently acquired 4RF, expanding into new market segments like industrial SCADA and cellular routers.
通過收購Pasolink，增強了Aviat的產品組合和國際業務規模。
引入了對ProVision Plus的Pasolink支持，Aviat的網絡管理軟件，融入了超過800,000個活躍的Pasolink無線電基礎。
在公共安全領域取得了重要的新客戶收入。
計劃整合最近收購的4RF，拓展到工業SCADA和蜂窩路由器等新市場領域。
Opportunities:
機會：
Expects to drive revenue growth and expand market presence through the Pasolink acquisition and integration with Aviat's network management software, providing a strong software business outlook for fiscal 2025.
Anticipates growth opportunities in private networks due to healthy state and local government budgets and the demand for modernized public safety networks.
Sees potential in capturing more market share from competitors, particularly in markets moving away from certain foreign vendors.
預計通過Pasolink收購和與Aviat的網絡管理軟件整合來推動營業收入增長，擴大市場份額，爲2025財年提供強勁的軟件業務展望。
由於健康的州和地方政府預算以及對現代化公共安全網絡的需求，預計私人網絡中存在增長機會。
看到了在從某些外國供應商轉移的市場中，尤其是在競爭對手市場中獲得更多市場份額的潛力。
Risks:
風險：
Indicated that the ramp-up of AI services and capturing Tier 1 mobile network revenues might be challenging due to market conditions and muted capital expenditure in this sector.
表示人工智能服務的擴大和獲取一線移動網絡營收可能會面臨挑戰，因爲該領域市場狀況和板塊資本支出不足。
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。