Earnings Call Summary | Cellebrite(CLBT.US) Q1 2024 Earnings Conference
Earnings Call Summary | Cellebrite(CLBT.US) Q1 2024 Earnings Conference
The following is a summary of the Cellebrite DI Ltd. (CLBT) Q1 2024 Earnings Call Transcript:
以下是Cellebrite DI Ltd.(CLBT)2024年第一季度業績電話會議記錄摘要:
Financial Performance:
財務業績:
Cellebrite's Q1 2024 revenue was $89.6 million, a 26% increase derived predominantly from a 29% rise in subscription software revenue.
The annual recurring revenue grew 27% to $331.8 million, facilitated by expansion of existing customer relationships.
The adjusted EBITDA for Q1 resulted in $17.6 million, equating to a 20% margin.
Non-GAAP earnings per share were reported as $0.08.
The total cash and investments at the end of Q1 2024 was approximately $347 million, a climb of $15.5 million from end of 2023.
Q2 2024 revenue and ARR are projected to be between $90 million – $94 million and $342 million – $350 million respectively.
Cellebrite的2024年第一季度收入爲8,960萬美元,增長26%,主要來自訂閱軟件收入增長29%。
在擴大現有客戶關係的推動下,年度經常性收入增長了27%,達到3.318億美元。
第一季度調整後的息稅折舊攤銷前利潤爲1,760萬美元,相當於20%的利潤率。
非公認會計准則每股收益爲0.08美元。
2024年第一季度末的現金和投資總額約爲3.47億美元,比2023年底增長了1,550萬美元。
預計2024年第二季度的收入和年度回報率將分別在9000萬美元至9400萬美元和3.42億美元至3.5億美元之間。
Business Progress:
業務進展:
Cellebrite's strategic priorities, like expanding its leadership in the digital forensic units, accelerating growth within investigative units, and expanding its private sector business, have seen progress.
Significant customer upgrade to the new digital forensic software solution, Inseyets, and positive trajectory of their analytics solution Pathfinder were reported.
Expecting to finalize its FedRAMP process by the first half of 2025, the company anticipates more opportunities in the federal marketplace.
The company reassured that they are on track for 2024 financial targets, with plans to expand the sales force.
They are focusing on upgrading their installed base to Inseyets over the next three years, and anticipate investigative units with Pathfinder and Guardian to grow by 35% to 50% year-over-year.
The company has initiated efforts in grant management to assist customers in procuring grants which could create additional budget opportunities.
Cellebrite的戰略優先事項,例如擴大其在數字取證部門的領導地位,加快調查部門的增長以及擴大其私營部門業務,已經取得了進展。
據報道,客戶對新的數字取證軟件解決方案Inseyets進行了重大升級,其分析解決方案Pathfinder的發展勢頭良好。
該公司預計將在2025年上半年完成其FedRAMP流程,預計聯邦市場將有更多機會。
該公司保證,他們有望實現2024年的財務目標,並計劃擴大銷售隊伍。
他們正專注於在未來三年內將其安裝量升級到Inseyets,並預計探路者與衛報的調查部門將同比增長35%至50%。
該公司已開始在撥款管理方面開展工作,以協助客戶獲得補助金,這可能會創造更多的預算機會。
More details: Cellebrite IR
更多詳情: Cellebrite 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.
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譯文內容由第三人軟體翻譯。