Earnings Call Summary | Allot(ALLT.US) Q4 2023 Earnings Conference
Earnings Call Summary | Allot(ALLT.US) Q4 2023 Earnings Conference
The following is a summary of the Allot Ltd. (ALLT) Q4 2023 Earnings Call Transcript:
以下是艾洛特有限公司（ALLT）2023年第四季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Allot reported Q4 revenues of $24.3 million, a 26% decrease year over year.
Full year 2023 revenues were $93.1 million, reflecting a decrease of 24% compared to 2022.
Cash and equivalents at the end of 2023 were $54.9 million, down from $86.4 million at the end of 2022.
Backlog as of December 31, 2023, stood at $58.8 million, down from $87.7 million at the end of 2022.
Non-GAAP operating loss for 2023 was $55.2 million compared to a loss of $23.1 million in 2022.
Negative net cash flow for 2023 was marked at $31.5 million.
Allot公佈的第四季度收入爲2430萬美元，同比下降26％。
2023年全年收入爲9,310萬美元，與2022年相比下降了24％。
2023年底的現金及等價物爲5,490萬美元，低於2022年底的8,640萬美元。
截至2023年12月31日，積壓量爲5,880萬美元，低於2022年底的8,770萬美元。
2023年的非公認會計准則營業虧損爲5,520萬美元，而2022年的虧損爲2310萬美元。
2023年的負淨現金流爲3150萬美元。
Business Progress:
業務進展：
Transformation to a SECaaS model faced headwinds with cancellation from two large operators.
Budget constraints from governments and CSPs led to complications in the core DPI business.
Cost-cutting and restructuring efforts took place in 2023, resulting in a reduced employee count and cost base.
Sharper focus will be put on lower ARPU countries due to their perceived higher growth potential.
The company's 2024 plan predicts breakeven while also investing in future growth.
Despite slower than anticipated development, focus will stay on developing the SECaaS business.
No further guidance on yearly or quarterly numbers will be provided for 2024.
In 2023, EMEA accounted for 60% of Allot's revenues, America 18%, and Asia 22%.
The company plans a reduction in workforce by 9% by the end of Q1 2024, from 559 to around 510 employees.
Total investment amount for 2024 is expected to be between $17 million and $19 million.
由於兩家大型運營商取消了向SECaaS模式的轉型，面臨阻力。
政府和社區服務提供商的預算限制導致核心DPI業務複雜化。
2023 年進行了成本削減和重組工作，導致員工人數和成本基礎減少。
將更加關注ARPU較低的國家，因爲它們被認爲具有更高的增長潛力。
該公司的2024年計劃預測了盈虧平衡，同時還投資於未來的增長。
儘管發展速度低於預期，但重點仍將放在發展SECaas業務上。
不會就2024年的年度或季度數據提供進一步的指導。
2023年，歐洲、中東和非洲佔Allot收入的60％，美國佔18％，亞洲佔22％。
該公司計劃到2024年第一季度末裁員9％，從559名員工減少到約510名員工。
2024年的總投資額預計在1700萬美元至1900萬美元之間。
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譯文內容由第三人軟體翻譯。