SPS Commerce, Inc. (SPSC) Q3 2024 Earnings Call Transcript Summary
SPS Commerce, Inc. (SPSC) Q3 2024 Earnings Call Transcript Summary
Adjusted EBITDA for the quarter reached $48.4 million, marking a 19% increase from the previous year.The following is a summary of the SPS Commerce, Inc. (SPSC) Q3 2024 Earnings Call Transcript:
以下是SPS Commerce, Inc. (SPSC)第三季度2024年業績會議呼叫成績單摘要:
Financial Performance:
金融業績：
SPS Commerce reported Q3 2024 revenue of $163.7 million, up 21% year-over-year.
Recurring revenue grew by 21% with recurring revenue customers increasing 2% to 45,200.
Adjusted EBITDA for the quarter reached $48.4 million, marking a 19% increase from the previous year.
For the full year 2024, revenue is expected to be between $635.4 million and $636.4 million, indicating 18% to 19% growth over 2023.
SPS Commerce報告2024年第三季度營業收入爲16370萬美元，同比增長21%。
可重複營收增長21%，可重複營收客戶增長2%，達到45,200。
調整後的本期息稅折舊攤銷前利潤（EBITDA）達到4840萬美元，較去年同期增長19%。
預計2024年全年營業收入將在63540萬美元至63640萬美元之間，與2023年相比增長18%至19%。
Business Progress:
業務進展：
Continued strategic acquisitions including TIE Kinetix and SupplyPike to bolster e-invoicing capabilities and automated invoice deduction management.
Successful integration of acquired companies, enhancing the product portfolio and market expansion, particularly in Europe.
Implementation of automation and optimization across clients like GNC and BISSELL to improve operational efficiencies in supply chain and inventory management.
繼續進行戰略併購，包括收購TIE Kinetix和SupplyPike，以增強電子發票能力和自動發票扣款管理。
成功整合收購公司，增強產品組合和市場拓展，特別是在歐洲。
實施自動化和優化，跨客戶如GNC和BISSELL，以提高供應鏈和庫存管理的運營效率。
Opportunities:
機會：
Expansion of the SPS Commerce network through acquisitions like TIE Kinetix and SupplyPike, enhancing product capabilities and market reach.
Increased focus and investment in automating supply chain processes to meet growing complexities in the retail industry.
Broader adoption of SPS solutions due to increased digital transformation trends in retail, driven by the evolving dynamics of omnichannel retailing.
通過收購如TIE Kinetix和SupplyPike擴大SPS Commerce網絡，增強產品能力和市場覆蓋範圍。
增加對自動化供應鏈流程的關注和投資，以滿足零售行業日益複雜的挑戰。
由於零售數字化轉型趨勢增加，SPS解決方案的廣泛採用率提高，受到全渠道零售演變動態的推動。
Risks:
風險：
The gradual growth from AI services as Azure AI scales highlights the challenges in rapid deployment and market penetration.
來自Azure AI規模化的人工智能服務逐漸增長凸顯了快速部署和市場滲透的挑戰。
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：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
