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Earnings Call Summary | Sprout Social(SPT.US) Q3 2024 Earnings Conference

Earnings Call Summary | Sprout Social(SPT.US) Q3 2024 Earnings Conference

業績會重點 | Sprout Social(SPt.US) 2024年第三季度業績會
富途資訊 ·  2024/12/30 19:22  · 電話會議

The following is a summary of the Sprout Social, Inc. (SPT) Q3 2024 Earnings Call Transcript:

以下是Sprout Social, Inc. (SPT) 2024年第三季度業績發佈會會議記錄的摘要:

Financial Performance:

財務表現:

  • Q3 revenue was $102.6 million, up 20% YoY. Subscription revenue also up 20% YoY.

  • Non-GAAP operating income improved to $7.5 million from negative $0.6 million last year.

  • 第三季度營業收入爲10260萬美元,同比增長20%。訂閱收入同比增長20%。

  • 非公認會計原則的營業收入從去年的負60萬美元改善爲750萬美元。

Business Progress:

業務進展:

  • Focused on pipeline creation and strategic wins in accounts over $50,000+ ARR.

  • Enhanced enterprise product capabilities, including customer care and listening analytics.

  • 專注於建立銷售線索和在超過50,000美元年經常性收入的賬戶中取得戰略性勝利。

  • 增強企業產品能力,包括客戶服務和聆聽分析。

Opportunity:

機會:

  • Building partnerships with major players like AWS and Salesforce to boost strategic presence.

  • Expanding premium modules such as Tagger and Listening for growth.

  • 與像AWS和賽富時這樣的主要廠商建立夥伴關係,以增強戰略影響力。

  • 擴展諸如Tagger和Listening等高級模塊以實現增長。

Risk:

風險:

  • Challenges in enterprise sales cycles and increased budget scrutiny persist.

  • Needing ongoing sales strategy adjustments in a tough macroeconomic climate.

  • 企業銷售週期中的挑戰以及預算審查的壓力依然存在。

  • 在艱難的宏觀經濟環境中需要持續調整銷售策略。

Financial Performance:

財務表現:

  • Sprout Social reported Q3 revenue of $102.6 million, marking a year-over-year growth of 20%.

  • Subscription revenue increased to $101.8 million, up 20% year-over-year.

  • Non-GAAP operating income was $7.5 million, up from negative $0.6 million a year ago, reflecting an improved margin profile.

  • Non-GAAP free cash flow for the quarter was $9.3 million, with year-to-date figures reaching $23.1 million.

  • RPO totaled $311.5 million, a 36% increase year-over-year, with $220.7 million expected to be recognized as revenue within the next year.

  • Sprout Social報道第三季度營業收入爲10260萬,年增長率達到20%。

  • 訂閱收入增加到10180萬,同比增長20%。

  • 非公認會計原則的營業收入爲750萬美元,較去年負60萬美元有所上升,反映出改善的利潤率特徵。

  • 本季度非公認會計原則的自由現金流爲930萬美元,年初至今的數字達到2310萬美元。

  • 遞延收入總額爲31150萬美元,同比增長36%,預計在明年內有22070萬美元將被確認作爲營業收入。

Business Progress:

業務進展:

  • Significant efforts in driving pipeline creation and strategic customer wins in accounts over $50,000-plus in ARR.

  • Expanded product capabilities catering to enterprise needs with enhancements in customer care products and listening analytics features.

  • An effective go-to-market strategy led by new leadership to focus on enterprise segments and improved global partnerships.

  • Growth in enterprise offers and adjustments in the R&D organization to align better with future goals.

  • 在每年經常性收入超過50000美元的賬戶上,積極推動管道創建和戰略客戶成功的顯著努力。

  • 擴展了滿足企業需求的產品能力,增強了客戶關懷產品和聆聽分析功能。

  • 通過新領導層主導的有效市場策略,專注於企業細分市場並改善全球合作伙伴關係。

  • 企業產品的增長以及研發組織的調整,以更好地與未來目標對齊。

Opportunities:

機會:

  • Enhanced enterprise capabilities recognized in enterprise grid for social media management.

  • Partnerships with major industry players like AWS and Salesforce, highlighting Sprout's role in strategic accounts.

  • Utilizing AI and improved functionalities to deepen product offerings and improve customer engagement.

  • Expansion of premium modules like Tagger and Listening, providing significant growth levers.

  • 增強的企業能力在社交媒體管理的企業矩陣中得到了認可。

  • 與AWS和賽富時等主要行業參與者的合作,突出Sprout在戰略客戶中的角色。

  • 利用人工智能和改進的功能來深化產品供應並改善客戶參與度。

  • 擴展諸如Tagger和Listening等高級模塊,提供顯著的增長槓桿。

Risks:

風險:

  • Longer enterprise sales cycles and increased budget scrutiny presenting continued challenges.

  • Requires ongoing adjustment in sales strategies and resource allocation to maintain growth momentum amid a tough macroeconomic environment.

  • 更長的企業銷售週期和更嚴格的預算審查帶來了持續的挑戰。

  • 需要在銷售策略和資源分配上進行持續調整,以維持在艱難宏觀經濟環境中的增長勢頭。

More details: Sprout Social IR

更多細節:Sprout Social投資者關係

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:欲了解更全面的細節,請參閱IR網站。 文章僅供投資者參考,不構成任何指導或推薦建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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