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Earnings Call Summary | LivePerson(LPSN.US) Q3 2024 Earnings Conference

Earnings Call Summary | LivePerson(LPSN.US) Q3 2024 Earnings Conference

業績會重點 | LivePerson(LPSN.US) 2024年第三季度業績會
富途資訊 ·  2024/12/30 20:19  · 電話會議

The following is a summary of the LivePerson, Inc. (LPSN) Q3 2024 Earnings Call Transcript:

以下是LivePerson, Inc. (LPSN) 2024年第三季度業績發佈會的摘要:

Financial Performance:

財務表現:

  • Q3 2024 revenue reached $74.2 million, surpassing guidance; Adjusted EBITDA was $7.3 million.

  • Full-year revenue guidance adjusted to $305-$310 million, with EBITDA guidance at $18-$23 million.

  • 2024年第三季度營業收入達7420萬,超過預期;調整後的 EBITDA 爲730萬。

  • 全年的營業收入指導調整爲305-31000萬,EBITDA 指導爲18-2300萬。

Business Progress:

業務進展:

  • Launched unified omnichannel solution, enhancing partnerships like with Avaya.

  • Introduced AI features, achieving a 14% increase in clients using generative AI.

  • 推出統一的全渠道解決方案,增強了與Avaya等公司的合作。

  • 推出人工智能功能,實現了使用生成性人工智能的客戶增加14%。

Opportunity:

機會:

  • Expanding voice partnerships and generative AI applications across industries.

  • New tiered pricing strategy aimed at securing larger deals, quicker sales.

  • 在各行業擴展語音合作伙伴關係和生成性人工智能應用。

  • 新的分級定價策略旨在確保更大的交易,更快的銷售。

Risk:

風險:

  • Ongoing customer attrition expected to impact revenue into the first half of 2025.

  • Challenges in the current renewal cycle could negatively affect customer retention.

  • 預計持續的客戶流失將影響2025年上半年的營業收入。

  • 當前續約週期中的挑戰可能會對客戶留存產生負面影響。

Financial Performance:

財務表現:

  • In Q3 2024, LivePerson reported revenue of $74.2 million, surpassing the high end of their guidance range.

  • Adjusted EBITDA for Q3 was $7.3 million, also exceeding the high end of the guidance range.

  • B2B hosted services revenue was $62.7 million, showing a year-over-year decline of 27%.

  • The company maintains its full-year revenue guidance midpoint but narrows the range to $305 million to $310 million.

  • Full-year Adjusted EBITDA guidance midpoint is maintained, with the range narrowed to $18 million to $23 million.

  • Anticipated sequential revenue decline through Q4 2024 into 2025, with expected stabilization and growth by the end of 2025.

  • 在2024年第三季度,LivePerson報告的營業收入爲7420萬,超過了其指導區間的高端。

  • 第三季度的調整後EBITDA爲730萬,也超過了指導區間的高端。

  • B20億託管服務營業收入爲6270萬美元,較去年同期下降27%。

  • 公司維持全年營業收入預測中點,但將區間縮小至30500萬美元至31000萬美元。

  • 全年調整後EBITDA預測中點保持不變,區間縮小至1800萬美元至2300萬美元。

  • 預計2024年第四季度到2025年間營業收入將持續下降,預計到2025年底將實現穩定和增長。

Business Progress:

業務進展:

  • LivePerson unveiled a unified omnichannel solution integrating digital and voice interactions, enhancing strategic partnership outcomes with companies like Avaya.

  • Continued to innovate with AI, introducing features like real-time call transcription and AI-powered analytics.

  • Implementation of a self-service portal for AI model customization and enhanced reporting capabilities.

  • Recorded a 14% sequential increase in clients using generative AI capabilities and a 40% increase in AI-driven conversations.

  • Achieved significant client wins and contract expansions including deals with Fortune 200 insurers and a major bank through its partnership with Avaya.

  • LivePerson推出了一種統一的全渠道解決方案,整合數字和語音交互,增強與Avaya等公司的策略合作成果。

  • 繼續在人工智能領域創新,推出實時通話轉錄和人工智能驅動的分析等功能。

  • 實施自助服務門戶以進行人工智能模型定製和增強報告能力。

  • 使用生成性人工智能能力的客戶同比增長14%,人工智能驅動的對話增加40%。

  • 通過與Avaya的合作,實現了與財富200強保險公司和一家大型銀行的重大客戶勝利和合同擴展。

Opportunities:

機會:

  • Expansion of voice partnerships and the growth of generative AI applications across different industries, aiming to broaden the spectrum of digital conversation solutions.

  • Implementation of a new bronze, silver, and gold pricing strategy leading to larger deals and shorter sales cycles.

  • 擴大語音合作伙伴關係並推動生成性人工智能應用在不同行業的增長,旨在拓寬數字對話解決方案的範圍。

  • 實施新的青銅、白銀和黃金定價策略,導致更大交易和更短的銷售週期。

Risks:

風險:

  • Expected ongoing customer attrition affecting revenue in the first half of 2025, due to legacy issues and customer renewal decisions made prior to new operational strategies.

  • Anticipated challenges in completing the current renewal cycle without impacting customer retention negatively.

  • 預計2025年上半年由於遺留問題和在新運營策略之前做出的客戶續約決策,會影響營業收入的客戶流失持續存在。

  • 預計在不對客戶保留產生負面影響的情況下完成當前續約週期將面臨的挑戰。

More details: LivePerson IR

更多細節:LivePerson 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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