Earnings Call Summary | Lightspeed POS(LSPD.US) Q4 2024 Earnings Conference
Earnings Call Summary | Lightspeed POS(LSPD.US) Q4 2024 Earnings Conference
The following is a summary of the Lightspeed Commerce Inc. (LSPD) Q4 2024 Earnings Call Transcript:
以下是光速商務公司（LSPD）2024年第四季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Lightspeed reported Q4 revenue of $230.2 million, a 25% increase YoY and ended the fiscal year 2024 with total revenue of $909.3 million, a 24% increase from the previous year.
Payments penetration stood at 32%, hitting the targeted range.
Adjusted EBITDA for the quarter was $4.4 million and improved by $35.1 million to $1.3 million for the full fiscal year.
Transaction-based and subscription revenues increased by 37% and 8% respectively.
The company ended the fiscal year with a cash balance of $722.1 million and projects Q1 2025 revenue between $255 million to $260 million, a YoY growth of approximately 23%, and expects an adjusted EBITDA of approximately $7 million.
Lightspeed公佈的第四季度收入爲2.302億美元，同比增長25％，截至2024財年，總收入爲9.093億美元，比上年增長24％。
支付滲透率爲32％，達到了目標範圍。
本季度調整後的息稅折舊攤銷前利潤爲440萬美元，增長了3510萬美元，至整個財年的130萬美元。
基於交易的收入和訂閱收入分別增長了37％和8％。
該公司在本財年末的現金餘額爲7.221億美元，預計2025年第一季度收入在2.55億美元至2.6億美元之間，同比增長約23％，預計調整後的息稅折舊攤銷前利潤約爲700萬美元。
Business Progress:
業務進展：
Lightspeed continues to onboard new customers across multiple sectors and has seen success with its unified payments initiative.
It plans to further invest in product development, particularly harnessing AI for increased merchant value.
The company plans to accelerate software revenue growth, advance adoption of their financial services, and control costs through operational efficiency.
Lightspeed aims to perfect various aspects of its customer journey, update its product pricing, and expand sales efforts towards higher-GDP customers.
A share repurchase program has been announced, allowing the company to buy back approximately 10% of its public floating shares.
Lightspeed plans to continue payments penetration, aiming to end fiscal 2025 between 40% and 45%, and also plans to grow its software revenue by tailoring its products to meet the needs of its Ideal Customer Profile (ICP) better.
The company is also looking to invest more in its cloud infrastructure and create an upgrade path for its non-flagship products.
Improving customer experience is a focus, with plans to increase the coverage of one-to-one launch specialists, add more account managers, and launch white glove service offerings for high-value customer cohorts.
Lightspeed繼續吸引多個領域的新客戶，並通過其統一支付計劃取得了成功。
它計劃進一步投資產品開發，特別是利用人工智能來增加商業價值。
該公司計劃加快軟件收入增長，推進其金融服務的採用，並通過運營效率控制成本。
Lightspeed旨在完善其客戶旅程的各個方面，更新其產品定價，並擴大對GDP較高客戶的銷售力度。
已經宣佈了一項股票回購計劃，允許該公司回購約10％的公開浮動股份。
Lightspeed計劃繼續保持支付滲透率，目標是在2025財年結束時達到40％至45％，還計劃通過量身定製產品來增加其軟件收入，以更好地滿足其理想客戶概況（ICP）的需求。
該公司還希望增加對雲基礎設施的投資，併爲其非旗艦產品開闢升級路徑。
改善客戶體驗是重點，計劃擴大一對一的發佈專家的覆蓋範圍，增加更多的客戶經理，併爲高價值的客戶群推出白手套服務。
More details: Lightspeed POS IR
更多詳情： 光速 POS 紅外線
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。