TransAct Technologies Incorporated (TACT) Q3 2024 Earnings Call Transcript Summary
TransAct Technologies Incorporated (TACT) Q3 2024 Earnings Call Transcript Summary
Casino and gaming sales declined by 50% year-over-year to $4.5 million.The following is a summary of the TransAct Technologies Incorporated (TACT) Q3 2024 Earnings Call Transcript:
以下是transact technologies incorporated (TACT) 2024年第三季度業績會交流摘要:
Financial Performance:
財務表現:
Q3 total sales reported at $10.9 million.
Casino and gaming sales declined by 50% year-over-year to $4.5 million.
第三季度總銷售額報告爲1090萬美元。
賭場和arvr遊戲銷售額與去年同比下降了50%，至450萬美元。
Business Progress:
業務進展：
FST unit sales up 90% year-over-year with 1,355 units sold in Q3.
Launched BOHA! Terminal 2 with positive market reception.
FSt單位銷售額同比增長90%，第三季度銷售了1,355台單位。
推出BOHA! 終端2，並受到市場的積極反響。
Opportunity:
機會：
BOHA! Terminal 2 rollout could expand market presence in various food service sectors.
New strategic partnerships, like with CasinoTrac, could open new revenue streams.
BOHA！第2終端推出可能擴大在各種食品服務領域的市場份額。
新的戰略合作伙伴關係，例如與CasinoTrac合作，可能開啓新的營收渠道。
Risk:
風險：
Casino and gaming sector faces challenges with oversupply, recovery may delay until 2025.
Economic slowdown in the gaming industry could adversely affect segment performance.
賭場和arvr遊戲板塊面臨供應過剩的挑戰，復甦可能推遲至2025年。
arvr遊戲行業經濟放緩可能對板塊業績產生不利影響。
Financial Performance:
財務表現:
Total sales for the quarter were reported at $10.9 million.
FST segment revenue showed a year-over-year increase of 2% and sequential quarterly increase of 3%, totaling $4.3 million.
Casino and gaming sales declined significantly by 50% year-over-year to $4.5 million due to oversupply issues with OEM customers.
The company recorded a net loss of $551,000 for Q3, compared to a net income of $906,000 in the same period the previous year.
Revised annual revenue outlook set between $43 million and $45 million, while adjusted EBITDA expectations remain unchanged due to disciplined cost controls.
該季度的總銷售額報告爲1090萬美元。
FSt板塊營收同比增長2％，季度環比增長3％，總額爲430萬美元。
由於OEm客戶供應過剩問題，賭場和遊戲銷售額同比下降50%，達到450萬美元。
該公司在第三季度錄得55.1萬美元的淨虧損，而去年同期淨利潤爲90.6萬美元。
將年度營收預期修訂爲4,300萬至4,500萬美元，而由於嚴格成本控制，調整後的EBITDA預期保持不變。
Business Progress:
業務進展：
Significant growth in FST unit sales, which were up 90% year-over-year, selling 1,355 units in Q3.
The rollout of BOHA! Terminal 2 is progressing with positive feedback and sales to a large QSR client and other sectors like sushi and convenience stores.
Established new strategic relationships and added 12 new BOHA! clients in the quarter, representing potential future sales of about 2,400 units.
Enhanced engagement in the casino and gaming segment through a partnership with CasinoTrac to incorporate Epicentral in their Slot Suite product, which has shown promising pilot results.
Efforts ongoing to address casino and gaming segment challenges, including working with OEM clients to reconfigure existing stock for other markets to relieve inventory oversupply.
FSt單位銷量大幅增長，同比增長90%，第三季度銷售了1,355台單位。
BOHA! Terminal 2的推出正在積極進行中，獲得大型QSR客戶和其他板塊（如壽司和便利店）的積極反饋和銷售。
建立了新的戰略關係，並在本季度增加了12個新的BOHA!客戶，代表未來約2,400台單位的潛在銷售額。
通過與CasinoTrac合作，在他們的Slot Suite產品中整合Epicentral，增強了賭場和遊戲領域的參與度，已展示出有前景的試點結果。
努力持續解決賭場和arvr遊戲板塊的挑戰，包括與OEm客戶合作，重新配置現有庫存以供應其他市場，以緩解庫存供應過剩。
Opportunities:
機會：
Potential market expansion and product innovation through the rollout of BOHA! Terminal 2 and increasing adoption in various food service sectors.
Strategic partnerships improving with the inclusion of Epicentral in the CasinoTrac Slot Suite offering, potentially opening up new revenue streams in the casino industry.
Human capital growth opportunity from new client relationships offering a substantial base for scaling operations and increasing unit placements.
通過推出BOHA！終端2並在各種餐飲服務領域中增加採用，潛在市場擴張和產品創新。
戰略合作伙伴關係得到改善，將Epicentral納入CasinoTrac Slot Suite提供，有望在賭場業開闢新的營收來源。
通過與新客戶建立關係，提供了人力資本增長的機遇，爲擴大業務和增加設備放置量奠定了堅實基礎。
Risks:
風險：
Persistence of supply oversupply in the casino and gaming sector potentially delaying recovery until at least 2025.
Economic factors indicating a slowdown in the gaming industry could adversely affect the business segment further.
賭場和arvr遊戲板塊供應過剩狀況的持續可能會延遲至少到2025年才能恢復。
經濟因素顯示arvr遊戲業可能放緩，可能進一步影響業務板塊。
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。
