AvePoint, Inc. (ALRM) Q3 2024 Earnings Call Transcript Summary
AvePoint, Inc. (ALRM) Q3 2024 Earnings Call Transcript Summary
GAAP net income rose 88% YoY to $36.7 million.The following is a summary of the AvePoint, Inc. (ALRM) Q3 2024 Earnings Call Transcript:
以下是AvePoint, Inc. (ALRM) 2024年第三季度業績會交易摘要:
Financial Performance:
財務表現:
Q3 SaaS and license revenue increased 9.8% YoY to $159.3 million.
GAAP net income rose 88% YoY to $36.7 million.
第三季度SaaS和許可收入同比增長9.8%至15930萬美元。
根據GAAP標準，淨利潤同比增長88%至3670萬美元。
Business Progress:
業務進展：
Introduced AI-Deterrence in video monitoring solutions.
Launched new cloud cameras with AI processing via OpenEye.
推出了在視頻監控解決方案中的AI-威懾技術。
通過OpenEye推出了具有AI處理功能的新雲攝像頭。
Opportunity:
機會：
Anticipated expansion in SaaS and license revenue from new products.
Growth potential in international markets with AI and cloud technologies.
預計由新產品帶來的saas-雲計算和許可證營業收入的擴張。
在人工智能和雲技術的國際市場中的增長潛力。
Risk:
風險：
Dependency on ADT Google software rollout impacts 2025 revenue forecasts.
SaaS revenue growth may be affected through 2025 due to transition.
對ADt Google軟件的依賴影響了2025年的營業收入預測。
由於過渡，到2025年saas-雲計算營業收入增長可能受到影響。
Financial Performance:
財務表現:
Third quarter SaaS and license revenue increased by 9.8% year-over-year to $159.3 million.
Total third-quarter revenue was $240.5 million, representing an 8.4% growth from the previous year.
SaaS and license gross margin for the quarter was 85.5%, up from 84.9% in the previous year.
Hardware gross margin improved to 24.1% from 22.6% in Q3 2023, primarily due to favorable product mix.
GAAP net income for the quarter stood at $36.7 million, an 88% increase from $19.5 million in Q3 2023.
Adjusted EBITDA reached $50 million, a 20.6% increase from $41.4 million in the previous year.
第三季度saas-雲計算和許可證營業收入同比增長9.8%至15930萬美元。
第三季度總營業收入爲24050萬美元，比去年同期增長了8.4%。
雲計算和許可證毛利率本季度爲85.5%，較去年的84.9%有所提高。
硬件毛利率從2023年第三季度的22.6%提高到24.1%，主要是由於產品結構的積極變化。
本季度的GAAP淨利潤爲3670萬美元，比2023年第三季度的1950萬美元增長了88%。
調整後的EBITDA達到5000萬美元，比去年的4140萬美元增長了20.6%。
Business Progress:
業務進展：
Introduced AI-Deterrence (AID), integrated into remote video monitoring solutions to enhance service efficiency.
Launched a new line of self-contained cloud cameras with onboard storage and AI processing through OpenEye.
Expects OpenEye to surpass 1 million active channels, strengthening its position in cloud-enabled AI-powered video solutions.
Hosted a successful Partner Summit, showcasing new products and strengthening relationships with service provider partners.
推出了AI-Deterrence（AID），並納入遠程視頻監控解決方案中，以提高服務效率。
推出了一款新的自包含雲攝像頭系列，配備本地存儲和經過OpenEye處理的人工智能。
預計OpenEye的活躍頻道將超過100萬個，進一步鞏固其在基於雲的人工智能視頻解決方案中的地位。
成功舉辦了夥伴峯會，展示了新產品，加強了與服務提供商夥伴的關係。
Opportunities:
機會：
Expansion in SaaS and license revenue anticipated, underpinned by strong performance and new product introductions.
Potential for growth from international markets and diverse organic growth engines despite transition headwinds.
Emphasis on enhancing commercial and residential security solutions with AI and cloud-based technologies.
預計saas-雲計算和許可收入擴張，由出色業績和新產品推介支撐。
儘管存在轉型風險，但來自國際市場和多元有機增長引擎的增長潛力巨大。
強調通過人工智能和基於雲的技術加強商業和住宅安防解決方案。
Risks:
風險：
Dependency on the rollout of ADT Google software, creating opacity in 2025 revenue forecasting.
Transition could potentially affect SaaS revenue growth throughout 2025.
依賴於ADt Google軟件的推出，使2025年的收入預測變得不透明。
整個2025年可能會受到轉型對saas-雲計算收入增長的潛在影響。
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。
