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NICE Ltd. (NICE) Q3 2024 Earnings Call Transcript Summary

NICE Ltd. (NICE) Q3 2024 Earnings Call Transcript Summary

nice ltd. (nice) 2024年第三季度業績會電話會議記錄摘要
富途資訊 ·  11/15 02:08  · 電話會議

The following is a summary of the NICE Ltd. (NICE) Q3 2024 Earnings Call Transcript:

以下是nice ltd(nice)2024年第三季度業績會交易摘要:

Financial Performance:

財務表現:

  • NICE Ltd. reported Q3 2024 total revenue of $690 million, a 15% increase year-over-year.

  • Cloud revenue increased to $500 million, representing a growth of 24% year-over-year.

  • Operating income grew 20% to $221 million with an operating margin of 32%, an expansion of 140 basis points.

  • Earnings per share (EPS) rose by 27% to $2.88.

  • Operating cash flow surged by 32% to $159 million.

  • nice ltd報告2024年第三季度總營業收入爲69000萬美元,同比增長15%。

  • 雲服務營業收入增至50000萬美元,同比增長24%。

  • 營業收入增長20%至22100萬美元,營業利潤率爲32%,擴張了140個點子。

  • 每股收益(EPS)上升27%至2.88美元。

  • 營運現金流激增32%,至15900萬美元。

Business Progress:

業務進展:

  • NICE continues to displace legacy on-premise competitors, securing over 100 large enterprise accounts year-to-date.

  • The company has attracted over 45 brands following failed deployments by other cloud vendors.

  • Significant expansion in the partner ecosystem, with over 40 new partners, including 20 international partners.

  • nice ltd繼續取代傳統的現場對手,今年至今已獲得100多個大型企業客戶。

  • 公司吸引了超過45個品牌,這些品牌在其他雲供應商部署失敗後加入。

  • 合作伙伴生態系統大幅擴張,新增40多個合作伙伴,包括20個國際合作夥伴。

Opportunities:

機會:

  • Cloud revenue now surpasses the $2 billion annual recurring revenue (ARR) mark.

  • NICE is achieving significant cloud growth in a market that remains largely underpenetrated, particularly in international regions (EMEA and APAC).

  • The introduction of CXone Mpower aims to drive end-to-end automation in customer service, capitalizing on AI advancements.

  • 雲端營業收入現在已超過20億美元的年度重複營業收入(ARR)標誌。

  • nice ltd 在市場上取得了顯著的雲增長,尤其是在國際地區(歐洲、中東、非洲和亞太地區),這些市場仍然大多未開發。

  • CXone Mpower的推出旨在推動客戶服務的端到端自動化,利用人工智能的進展。

Risks:

風險:

  • Longer deployment times for AI-based cloud solutions due to their complexity, affecting the speed of revenue recognition.

  • Potential challenges in scaling up customer service automation among large enterprises.

  • 由於其複雜性,基於人工智能的雲解決方案部署時間更長,影響了營業收入確認的速度。

  • 大型企業在擴大客戶服務自動化方面可能面臨潛在挑戰。

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。


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