Tenable Holdings, Inc. (TENB) Q3 2024 Earnings Call Transcript Summary
Tenable Holdings, Inc. (TENB) Q3 2024 Earnings Call Transcript Summary
The Calculated Current Billings grew by 11% year-over-year to $248.4 million.The following is a summary of the Tenable Holdings, Inc. (TENB) Q3 2024 Earnings Call Transcript:
以下是Tenable Holdings, Inc. (TENB) 2024年第三季度業績會議紀要：
Financial Performance:
金融業績：
Tenable reported a strong financial performance for Q3 2024, surpassing both top and bottom line expectations with notable revenue growth and record unlevered free cash flow.
Revenue reached $227.1 million, marking a 13% year-over-year increase.
The Calculated Current Billings grew by 11% year-over-year to $248.4 million.
Operating margins improved significantly, reaching 20% for the quarter.
Tenable報告了2024年第三季度強勁的財務表現，超出了市場預期，不僅實現了營收和利潤的增長，還創下了可觀的收入增長和創紀錄的不負債自由現金流。
營業收入達到了22710萬美元，同比增長13%。
計算的當前賬單同比增長11%，達到24840萬美元。
營運利潤率顯著提高，本季度達到20%。
Business Progress:
業務進展：
Tenable One and Cloud Security were the primary growth drivers, with Tenable One accounting for about 30% of new sales in Q3.
The company closed many significant deals across various sectors, including telecommunications, transportation, and public sectors.
AI Aware rollout began in Q3, enhancing capabilities for detecting AI-related security risks.
Tenable One和Cloud Security是主要的增長驅動力，其中Tenable One在第三季度的新銷售中佔比約30%。
公司在各個領域達成了許多重要交易，包括電信、運輸和公共部門。
AI感知的推出始於第三季度，增強了檢測與人工智能安防相關風險的能力。
Opportunities:
機會：
Tenable's exposure management solutions, particularly Tenable One and Cloud Security, continue to see high adoption rates and are central to the company's growth strategy.
The mid-market segment, especially companies nearing 5,000 employees, is emerging as a strong growth area with significant new business, including Tenable's first 7-figure mid-market deal.
Tenable的暴露管理解決方案，尤其是Tenable One和Cloud Security，繼續保持高採納率，對公司的增長策略至關重要。
中端市場領域，特別是員工接近5000人的公司，正成爲一個強勁的增長領域，出現了很多重要的新業務，包括Tenable的首個七位數中端市場交易。
Risks:
風險：
Longer sales cycles and additional scrutiny in new business and large VM deals continue, although there was some stabilization in VM noted relative to Q2.
儘管在新業務和大型Vm交易中，銷售週期較長且受到額外審查的影響仍在繼續，但相對於第二季度，Vm方面的穩定情況有所改善。
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。
