AudioCodes Ltd. (AUDC) Q3 2024 Earnings Call Transcript Summary
AudioCodes Ltd. (AUDC) Q3 2024 Earnings Call Transcript Summary
Non-GAAP operating income was $7 million, representing 11.7% of revenues, a slight decrease from 11.9% in Q2 2024.The following is a summary of the AudioCodes Ltd. (AUDC) Q3 2024 Earnings Call Transcript:
以下是AudioCodes Ltd. （AUDC） Q3 2024 業績會議交流記錄總結：
Financial Performance:
財務業績：
Q3 2024 revenue was $60.2 million, marginally down from $60.3 million in Q2 2024.
Non-GAAP gross margin stood at 65.6%, slightly down from 65.8% in the previous quarter.
Non-GAAP operating income was $7 million, representing 11.7% of revenues, a slight decrease from 11.9% in Q2 2024.
Non-GAAP net income for Q3 was $4.9 million, or $0.16 per diluted share, down from $5.5 million, or $0.18 per diluted share in Q2 2024.
2024年第三季度營業收入爲6020萬美元，略低於2024年第二季度的6030萬美元。
非通用會計淨利率爲65.6%，略低於上一季度的65.8%。
非通用會計淨利潤爲700萬美元，佔營業收入的11.7%，略低於2024年第二季度的11.9%。
Q3的非通用會計淨收入爲490萬美元，每股稀釋盈利0.16美元，低於2024年第二季度的550萬美元，每股稀釋盈利0.18美元。
Business Progress:
業務進展：
Continued transformation towards a UCaaS and CCaaS cloud software and services company.
Achieved a 21.4% year-over-year growth in recurring Teams Live business, now accounting for 45% of the Teams business.
Launched Meeting Insights and expanded Voca CIC, enhancing AI capabilities in conversational AI and customer interactions.
Increased annual recurring revenue by 40% year-over-year to $60 million.
持續向UCaaS和CCaaS雲軟件與服務公司轉型。
業務年增長率達到21.4％，現在佔Teams業務的45％。
推出Meeting Insights並擴展Voca CIC，增強了對話式人工智能和客戶互動的AI能力。
年度重複收入同比增長40％至6000萬美元。
Opportunities:
機會：
Expansion in Microsoft business and conversational AI, backed by strategic partnerships and investments.
Anticipated long-term growth powered by Teams Phone and conversational AI initiatives, given the vast gap between Microsoft Teams monthly active users and Teams Phone PSTN users.
Prospects for upselling in the organizational and educational sectors through enhanced UCaaS and CCaaS functionalities.
擴展微軟業務和對話式人工智能，依靠戰略合作伙伴關係和投資。
通過Teams Phone和對話式人工智能計劃帶來的長期增長前景，考慮到Microsoft Teams月活躍用戶和Teams Phone PSTN用戶之間的巨大差距。
通過增強的UCaaS和CCaaS功能，展望在組織和教育領域進行上銷售。
Risks:
風險：
Challenging transitional phase from CapEx to OpEx may affect near-term top-line growth, with a muted revenue performance expected as traditional CapEx sales decline.
Potential impact of subscription model on revenue recognitions, affecting short-term financial performance, especially as legacy businesses decrease.
從資本支出到運營支出的過渡階段可能會影響短期的營業收入增長，預計傳統資本支出銷售下降，營業績可能疲軟。
訂閱模式對營業收入確認的潛在影響，可能影響短期財務表現，特別是在傳統業務減少的情況下。
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。
