Riskified Ltd. (RSKD) Q3 2024 Earnings Call Transcript Summary
Riskified Ltd. (RSKD) Q3 2024 Earnings Call Transcript Summary
FY 2024 revenue forecast between $322 to $327 million; adjusted EBITDA from $14 to $20 million.The following is a summary of the Riskified Ltd. (RSKD) Q3 2024 Earnings Call Transcript:
以下是Riskified Ltd. (RSKD) 2024財年第三季度業績會會議記錄的摘要：
Financial Performance:
財務表現：
Q3 GMV grew 17% YoY to $34.7 billion; revenue increased to $78.8 million.
FY 2024 revenue forecast between $322 to $327 million; adjusted EBITDA from $14 to $20 million.
第三季度的總商品交易額(GMV)同比增長了17%，達到347億；營業收入增加至7880萬。
2024財年的營業收入預測在322百萬至32700萬之間；調整後的EBITDA在14百萬至2000萬之間。
Business Progress:
業務進展：
Added new logos across six verticals, significant growth in remittance and food sectors.
Launched largest Policy Protect deal, enhancing chargeback tools.
在六個垂直行業中新增了多個品牌，匯款和食品領域的增長顯著。
推出了最大的政策保護交易，增強了退單工具。
Opportunity:
機會：
Expansion across APAC and Americas; rolling out enhancements under Policy Protect.
Authorized $75 million for acquisitions and share repurchases.
在亞太地區和美洲的擴展；推出政策保護下的增強功能。
授權7500萬美元用於收購和股票回購。
Risk:
風險：
Loss of significant merchant in home category may impact 2025 financials.
Competitive pressures could affect client retention and pricing.
家庭品類中重要商戶的流失可能會影響2025年的財務情況。
競爭壓力可能會影響客戶留存和定價。
Financial Performance:
財務表現：
Q3 GMV grew 17% year-over-year to $34.7 billion.
Q3 revenue increased 10% year-over-year to $78.8 million.
Achieved a positive adjusted EBITDA of $0.9 million in Q3 compared to negative $8.4 million in the same period the previous year.
Gross profit margin remained steady at 50% in Q3.
For FY 2024, gross profit margin is expected to be between 52.5% to 53.5%.
Forecasting year-end revenues between $322 to $327 million, with adjusted EBITDA between $14 million to $20 million.
第三季度商品交易總額同比增長17%，達到347億。
第三季度營業收入同比增長10%，達到7880萬。
在第三季度實現了90萬美元的正調整EBITDA，而去年同期爲負840萬美元。
第三季度毛利潤率保持在50%的水平。
預計2024財年的毛利潤率將在52.5%到53.5%之間。
預計年終營業收入將在3.22億到32700萬之間，調整後的EBITDA將在1400萬到2000萬之間。
Business Progress:
業務進展：
Added significant new logos across six verticals, with exceptional growth in newer areas such as remittance and food.
Expanded the use of core Chargeback Guarantee product to new high-value merchants.
Launched enhancements for Policy Protect, further empowering merchants with tools to combat abusive returns and chargebacks.
Strengthened the AI platform, enhancing machine learning capabilities and data integration.
在六個行業中增加了顯著的新客戶，在匯款和食品等新領域實現了卓越的增長。
將核心的Chargeback Guarantee產品擴展到新的高價值商戶。
爲Policy Protect推出了增強功能，進一步爲商戶提供了應對濫用退貨和退單的工具。
增強了人工智能平台，提高了機器學習能力和數據整合能力。
Opportunities:
機會：
Expansion in non-discretionary sectors like food and remittance.
Diverse growth across new and existing geographical markets particularly in APAC and the Americas.
Rolling out product enhancements and new tools under Policy Protect boosting platform adoption.
Capitalizing on growth opportunities through strategic acquisitions and a more aggressive share repurchase program authorized at $75 million.
在食品和匯款等非自選領域擴展。
在亞太地區和美洲等新老地理市場實現多元化增長。
推出產品增強功能和新工具，名爲政策保護，促進平台的採用。
通過戰略收購和更積極的股份回購計劃創造增長機遇，授權金額爲7500萬美元。
Risks:
風險：
A significant merchant in the home category leaving the Riskified network could impact financial projections for 2025.
Competitive pressures in the market may influence client retention and pricing strategies.
Dependence on the performance of discretionary spending categories, particularly fashion and luxury goods, which continue to experience fluctuating demand.
一家重要的家居類商家離開Riskified網絡可能會影響2025年的財務預測。
市場上的競爭壓力可能會影響客戶保留和定價策略。
對可自由支配支出類別的表現依賴，尤其是時尚和奢侈品，這些類別的需求仍然波動不定。
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。
