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Brightcove Inc. (BCOV) Q3 2024 Earnings Call Transcript Summary

Brightcove Inc. (BCOV) Q3 2024 Earnings Call Transcript Summary

布萊克維股份有限公司(BCOV)2024年第三季度業績會講話摘要
富途資訊 ·  11:34  · 電話會議

The following is a summary of the Brightcove Inc. (BCOV) Q3 2024 Earnings Call Transcript:

以下是布萊克維公司(rakuten inc.)2024年第三季度業績會交易簡報:

Financial Performance:

金融業績:

  • Brightcove's Q3 2024 revenue reached $49.9 million, exceeding the high end of the guidance range and showing 1% sequential growth.

  • Adjusted EBITDA for Q3 was $5.1 million, significantly exceeding forecasts between $2.5 million and $3.5 million, and represented an increase of nearly 35% quarter-over-quarter.

  • The company has increased its full-year revenue guidance to between $197.7 million and $198.7 million, with adjusted EBITDA expected to grow by approximately 40% to 50% for the year.

  • 布萊克維2024年第三季度營業收入達到4990萬美元,超過了指導區間的高端,顯示了1%的環比增長。

  • 第三季度調整後的EBITDA爲510萬美元,大幅超過了250萬美元至350萬美元之間的預測,同比增長了近35%。

  • 公司已將全年營業收入指引提高至19770萬美元至19870萬美元,調整後的EBITDA預計全年將增長約40%至50%。

Business Progress:

業務進展:

  • Brightcove is focusing on improving delivery and systems efficiency, which has lowered the cost of goods sold.

  • The company continues to secure larger, multi-year commitments, contributing to a record backlog and higher average revenue per user (ARPU).

  • New AI Suite launched, expected to drive significant business impact starting from early 2025.

  • Significant new and renewal business deals across various industries and geographies, including names like JW Marriott, Rakuten, and The Premier Lacrosse League, signal robust business acquisition and retention.

  • 布萊克維正在專注於提高交付和系統效率,這降低了營業成本。

  • 公司繼續簽署更大規模、多年期的承諾,導致創紀錄的積壓訂單和更高的平均每用戶營收(ARPU)。

  • 新推出的人工智能套件預計將從2025年初開始帶來重大業務影響。

  • 各行各業和地理位置的重要新業務和續約交易,包括JW萬豪酒店、rakuten inc.和Premier Lacrosse League等公司,預示着強勁的業務獲取和保留。

Opportunities:

機會:

  • New business in Q3 was up by over 50% quarter-over-quarter, highlighting a strong market opportunity, especially in international and media sectors.

  • The AI Suite introduces potential for substantial revenue growth and cost savings for clients, enhancing Brightcove's competitive positioning in the video and engagement technology market.

  • 第三季度的新業務同比增長超過50%,突顯出強勁的市場機會,特別是在國際和媒體領域。

  • 人工智能套件爲客戶帶來了巨大的營業收入增長和成本節約潛力,增強了布萊克維在視頻和互動科技市場的競爭地位。

Risks:

風險:

  • The pressure from entitlement downgrades is expected to subside in 2025, suggesting that current impacts are temporary but significant.

  • 來自資格降級的壓力預計將在2025年減弱,表明目前的影響是暫時的但重要的。

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。


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