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Aspen Technology, Inc. (AZPN) Q1 2025 Earnings Call Transcript Summary

Aspen Technology, Inc. (AZPN) Q1 2025 Earnings Call Transcript Summary

Aspen Technology, Inc. (AZPN) 2025年第一季度業績會議通話摘要
富途資訊 ·  12:28  · 電話會議

The following is a summary of the Aspen Technology, Inc. (AZPN) Q1 2025 Earnings Call Transcript:

以下是艾斯本科技(AZPN)2025財年第一季度業績會交易記錄摘要:

Financial Performance:

金融業績:

  • Aspen Technology reported a Q1 annual contract value (ACV) of $941 million, up 9.4% year-over-year, in line with expectations.

  • Total bookings and revenue for Q1 were $151 million and $216 million, respectively, demonstrating growth from the previous year.

  • Non-GAAP operating income stood at $49 million, indicating a non-GAAP operating margin of 22.5%.

  • Free cash flow was reported as negative $6 million, slightly below expectations due to timing of collections.

  • 艾斯本科技報告的第一季度年度合同價值(ACV)爲94100萬美元,同比增長9.4%,符合預期。

  • 第一季度的總訂購額和營業收入分別爲15100萬美元和21600萬美元,相較於上一年均呈增長趨勢。

  • 非通用會計準則營業收入爲4900萬美元,顯示非通用會計準則營業利潤率爲22.5%。

  • 自由現金流報告爲負600萬美元,略低於預期,主要是由於收款時間安排導致。

Business Progress:

業務進展:

  • Announced the anticipated acquisition of Open Grid Systems to enhance Digital Grid Management (DGM) suite capabilities.

  • Launched new microgrid solution expanding its portfolio into industrial AI and sustainability.

  • Achieved key customer wins including utility and oil companies, showcasing strong demand across asset life-cycle management solutions.

  • 宣佈擬收購Open Grid Systems以增強數字網格管理(DGM)套件功能。

  • 推出了新的微網解決方案,將其業務領域擴展到工業人工智能和可持續發展。

  • 實現了重要客戶的成功,包括公用事業和石油公司,展示了資產生命週期管理解決方案強勁需求。

Opportunities:

機會:

  • Expansion into European markets is being aggressively pursued, especially with regulatory requirements driving the need for Open Grid Systems' technology.

  • The energy and utilities sectors are showing strong demand signals, particularly in North America and Europe, indicating further growth opportunities.

  • 積極擴大歐洲市場業務,特別是在監管要求推動下對Open Grid Systems 科技需求的加大。

  • 能源和公用事業領域顯示出強勁的需求信號,特別是在北美和歐洲,表明進一步的增長機會。

Risks:

風險:

  • Notable increase in grid complexity and rapid changes demanding higher flexibility and faster adaptation in offerings.

  • Attributed higher attrition rate in Q1 to the timing of renewals, presenting a risk of fluctuating performance metrics across quarters.

  • 網絡複雜性顯著增加,快速變化要求提供更高靈活性和更快適應性的產品。

  • 將Q1高流失率歸因於續約時機,存在季度績效指標波動風險。

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。


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