Earnings Call Summary | Tenable Holdings(TENB.US) Q1 2024 Earnings Conference
Earnings Call Summary | Tenable Holdings(TENB.US) Q1 2024 Earnings Conference
The following is a summary of the Tenable Holdings (TENB) Q1 2024 Earnings Call Transcript:
以下是Tenable Holdings(TENB)2024年第一季度業績電話會議記錄摘要:
Financial Performance:
財務業績:
Tenable Holdings accrued Q1 revenue of $216 million, a 14% growth year-over-year.
The company reported Calculated Current Billings (CCB) of $197.8 million, a 12% year-over-year increase.
Income from operations was $37 million, considerably surpassing expectations.
Earnings per share (EPS) reached $0.25, exceeding the projected midpoint by $0.08.
The company successfully generated $54.7 million of unlevered free cash flow, up from $43.3 million in the prior quarter.
Q2 revenue is expected to be between $217 million and $219 million, while the full-year CCB is set to fall in the range of $986 million and $994 million.
Tenable Holdings第一季度累計收入爲2.16億美元,同比增長14%。
該公司報告計算的當期賬單(CCB)爲1.978億美元,同比增長12%。
運營收入爲3,700萬美元,大大超出預期。
每股收益(EPS)達到0.25美元,比預期的中點高出0.08美元。
該公司成功創造了5,470萬美元的未釋放自由現金流,高於上一季度的4,330萬美元。
第二季度收入預計在2.17億美元至2.19億美元之間,而建設銀行全年收入將在9.86億美元至9.94億美元之間。
Business Progress:
業務進展:
Tenable One contributed a significant 26% to total new enterprise sales, indicating positive growth.
The company added 410 new enterprise platform customers, leading to nearly 30% year-over-year ACV growth.
Future plans include aggressive innovation in exposure management, integrating AI capabilities into Tenable One.
Tenable has made significant progress in the OT market and invested heavily in the VM business, leading to new customer acquisitions.
AI functions embedded across all Tenable's products are set to enhance their offerings and competitiveness.
Contributions from the recently acquired Ermetic remain minimal in Q1 but is expected to add incremental CCB growth in the future.
Tenable is banking on AI for risk assessment, identity data enrichment, and asset vulnerability detection.
Tenable One 對新企業總銷售額的貢獻率高達 26%,顯示出正增長。
該公司增加了410個新的企業平台客戶,使ACV同比增長了近30%。
未來的計劃包括在曝光管理方面進行積極創新,將人工智能功能集成到 Tenable One 中。
Tenable 在 OT 市場取得了重大進展,並對 VM 業務進行了大量投資,從而收購了新客戶。
Tenable 所有產品中嵌入的人工智能功能將增強其產品和競爭力。
最近收購的Ermetic的捐款在第一季度仍然微乎其微,但預計未來將增加建行的增量增長。
Tenable 依靠 AI 進行風險評估、身份數據充實和資產漏洞檢測。
More details: Tenable Holdings IR
更多詳情: Tenable 控股投資者關係
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
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譯文內容由第三人軟體翻譯。