Aspen Technology, Inc. (AZPN) Q1 2025 Earnings Call Transcript Summary
Aspen Technology, Inc. (AZPN) Q1 2025 Earnings Call Transcript Summary
The following is a summary of the Aspen Technology, Inc. (AZPN) Q1 2025 Earnings Call Transcript:
以下是艾斯本科技(AZPN)2025財年第一季度業績會交易記錄摘要:
Financial Performance:
金融業績:
Aspen Technology reported a Q1 annual contract value (ACV) of $941 million, up 9.4% year-over-year, in line with expectations.
Total bookings and revenue for Q1 were $151 million and $216 million, respectively, demonstrating growth from the previous year.
Non-GAAP operating income stood at $49 million, indicating a non-GAAP operating margin of 22.5%.
Free cash flow was reported as negative $6 million, slightly below expectations due to timing of collections.
艾斯本科技報告的第一季度年度合同價值(ACV)爲94100萬美元,同比增長9.4%,符合預期。
第一季度的總訂購額和營業收入分別爲15100萬美元和21600萬美元,相較於上一年均呈增長趨勢。
非通用會計準則營業收入爲4900萬美元,顯示非通用會計準則營業利潤率爲22.5%。
自由現金流報告爲負600萬美元,略低於預期,主要是由於收款時間安排導致。
Business Progress:
業務進展:
Announced the anticipated acquisition of Open Grid Systems to enhance Digital Grid Management (DGM) suite capabilities.
Launched new microgrid solution expanding its portfolio into industrial AI and sustainability.
Achieved key customer wins including utility and oil companies, showcasing strong demand across asset life-cycle management solutions.
宣佈擬收購Open Grid Systems以增強數字網格管理(DGM)套件功能。
推出了新的微網解決方案,將其業務領域擴展到工業人工智能和可持續發展。
實現了重要客戶的成功,包括公用事業和石油公司,展示了資產生命週期管理解決方案強勁需求。
Opportunities:
機會:
Expansion into European markets is being aggressively pursued, especially with regulatory requirements driving the need for Open Grid Systems' technology.
The energy and utilities sectors are showing strong demand signals, particularly in North America and Europe, indicating further growth opportunities.
積極擴大歐洲市場業務,特別是在監管要求推動下對Open Grid Systems 科技需求的加大。
能源和公用事業領域顯示出強勁的需求信號,特別是在北美和歐洲,表明進一步的增長機會。
Risks:
風險:
Notable increase in grid complexity and rapid changes demanding higher flexibility and faster adaptation in offerings.
Attributed higher attrition rate in Q1 to the timing of renewals, presenting a risk of fluctuating performance metrics across quarters.
網絡複雜性顯著增加,快速變化要求提供更高靈活性和更快適應性的產品。
將Q1高流失率歸因於續約時機,存在季度績效指標波動風險。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
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。