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Earnings Call Summary | Cantaloupe(CTLP.US) Q3 2024 Earnings Conference

Earnings Call Summary | Cantaloupe(CTLP.US) Q3 2024 Earnings Conference

業績電話會議摘要 | 哈密瓜 (CTLP.US) 2024 年第三季度業績會議
富途資訊 ·  05/10 19:53  · 電話會議

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

以下是哈密瓜公司(CTLP)2024年第三季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Cantaloupe's Q3 revenue grew 13% year-over-year to $67.9 million with subscription revenue seeing a 7% YoY growth.

  • Gross margin increased to 39.6% in Q3, up from 37.9% in the same period last year, fuelled by higher margins for both subscription and transaction revenue.

  • Transaction revenue growth exceeded expectations, and adjusted EBITDA for Q3 amounted to $10.2 million.

  • Expectations for FY '25 include a subscription revenue growth north of 15%, and combined subscription and transaction revenue growth north of 18%. They also intend to maintain discipline in managing operational expenses.

  • 哈密瓜第三季度收入同比增長13%,達到6,790萬美元,訂閱收入同比增長7%。

  • 由於訂閱和交易收入利潤率的提高,毛利率從去年同期的37.9%增至第三季度的39.6%。

  • 交易收入增長超出預期,第三季度調整後的息稅折舊攤銷前利潤爲1,020萬美元。

  • 對25財年的預期包括訂閱收入增長15%以上,訂閱和交易收入合併增長18%以上。他們還打算保持管理運營開支的紀律。

Business Progress:

業務進展:

  • Cantaloupe has seen successful market expansions in Latin America and Europe, with nearly 4,000 devices deployed in Mexico and over 1,500 devices across Europe.

  • The company plans to further invest in its cloud infrastructure to foster growth.

  • Cantaloupe's micro-market solutions continue to gain traction in new international markets.

  • New products like Seed Pick Easy and Seed Analytics are expected to fuel future growth.

  • Despite continued labor shortages, the company does not foresee a reduction in installation timelines.

  • The company has held successful Innovation Days to strengthen customer relationships, with more such events planned for the future.

  • 哈密瓜成功地在拉丁美洲和歐洲擴張了市場,在墨西哥部署了近4,000臺設備,在歐洲部署了1,500多臺設備。

  • 該公司計劃進一步投資其雲基礎架構以促進增長。

  • 哈密瓜的微型市場解決方案繼續在新的國際市場中獲得關注。

  • Seed Pick Easy和Seed Analytics等新產品預計將推動未來的增長。

  • 儘管勞動力持續短缺,但該公司預計安裝時間不會縮短。

  • 該公司成功舉辦了創新日以加強客戶關係,並計劃在未來舉辦更多此類活動。

More details: Cantaloupe IR

更多詳情: 哈密瓜 IR

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:欲了解更多詳情,請訪問投資者關係網站。本文僅供投資者參考,不構成任何投資建議。

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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