Earnings Call Summary | DigitalOcean(DOCN.US) Q1 2024 Earnings Conference
Earnings Call Summary | DigitalOcean(DOCN.US) Q1 2024 Earnings Conference
The following is a summary of the DigitalOcean Holdings, Inc. (DOCN) Q1 2024 Earnings Call Transcript:
以下是DigitalOcean Holdings, Inc.（DOCN）2024年第一季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
DigitalOcean's Q1 2024 revenue was $184.7 million, up 12% YoY.
The gross margin improved to 61% and the adjusted EBITDA margin remained stable at 40%.
The company generated $34 million from adjusted free cash flow, accounting for 19% of the revenue.
Managed hosting product revenue grew by 34% YoY to $22 million.
AI and machine learning platforms resulted in $4 million in revenue, with an annualized increase of 128% for an ARR of $19 million.
The GAAP diluted net income per share was $0.15, while non-GAAP came in at $0.43.
The firm ended the quarter with $419 million in cash and cash equivalents.
DigitalOcean的2024年第一季度收入爲1.847億美元，同比增長12％。
毛利率提高到61％，調整後的息稅折舊攤銷前利潤率穩定在40％。
該公司從調整後的自由現金流中產生了3,400萬美元，佔收入的19％。
託管主機產品收入同比增長34％，達到2200萬美元。
人工智能和機器學習平台帶來了400萬美元的收入，年化增長128％，ARR爲1900萬美元。
GAAP攤薄後的每股淨收益爲0.15美元，而非GAAP攤薄後的每股淨收益爲0.43美元。
該公司在本季度末擁有4.19億美元的現金和現金等價物。
Business Progress:
業務進展：
DigitalOcean retained a steady revenue from new customers, while the Net Dollar Retention improved.
The company added new products and upgraded existing ones including daily Droplet backups, improvements in the snapshots capability, and new additions to premium Droplet offerings.
The company expanded its managed hosting offering for Cloudways customers.
An AI platform as a service offering and an infrastructure as a service platform were introduced, both recording substantial growth.
The company is committed to enhancing customer success metrics and increasing Net Dollar Retention by accelerating its product roadmap.
DigitalOcean plans to invest more in its AI solutions, potentially impacting free cash flow margins.
The year 2024 projects a non-GAAP diluted earnings-per-share between $1.60 to $1.67.
Expecting an incremental revenue and higher ARR in Q2 2024, the firm continues to build its capabilities in compute, bandwidth, and storage, as well as advanced services like reporting, security enhancements, and global load balancing.
DigitalOcean保持了來自新客戶的穩定收入，而淨美元留存率有所提高。
該公司增加了新產品並升級了現有產品，包括每日Droplet備份、快照功能的改進以及高級Droplet產品的新增功能。
該公司擴大了爲Cloudways客戶提供的託管主機服務。
引入了人工智能平台即服務產品和基礎設施即服務平台，兩者均實現了大幅增長。
該公司致力於通過加快其產品路線圖來增強客戶成功指標並提高淨美元留存率。
DigitalOcean計劃增加對人工智能解決方案的投資，這可能會影響自由現金流利潤率。
預計2024年非公認會計准則攤薄後的每股收益將在1.60美元至1.67美元之間。
該公司預計，2024年第二季度收入將增加，ARR將增加，因此將繼續增強其在計算、帶寬和存儲方面的能力，以及報告、安全增強和全球負載平衡等高級服務。
More details: DigitalOcean IR
更多詳情： DigitalOcean 紅外
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。