Zenvia Inc. (ZENV) Q3 2024 Earnings Call Transcript Summary
Zenvia Inc. (ZENV) Q3 2024 Earnings Call Transcript Summary
Revenue from the CPaaS segment grew by 37% reaching an all-time high of almost BRL200 million for the quarter, mainly due to one-off opportunities.The following is a summary of the Zenvia Inc. (ZENV) Q3 2024 Earnings Call Transcript:
以下是Zenvia Inc.（ZENV）2024年第三季度業績會議呼叫成績單摘要：
Financial Performance:
財務表現：
Zenvia Inc. reported strong financial performance for Q3 2024, with solid top line and profitability growth, and an impressive expansion of EBITDA year over year.
EBITDA grew almost threefold compared to the same period last year, reaching BRL41 million in Q3 and totaling BRL98 million for the first nine months, which is within the guidance range of BRL120 million to BRL140 million.
Revenue from the CPaaS segment grew by 37% reaching an all-time high of almost BRL200 million for the quarter, mainly due to one-off opportunities.
SaaS segment revenues grew by 16% in the quarter, largely driven by SMBs, with a sequential increase of 12% compared to Q2.
Zenvia Inc.報告了2024年第三季度強勁的財務表現，頂部線和盈利增長穩健，EBITDA年度擴張令人印象深刻。
與去年同期相比，EBITDA增長近三倍，達到了第三季度的BRL4100萬，前九個月總計達到了BRL9800萬，處於BRL12000萬到BRL14000萬的指導範圍之內。
來自CPaaS板塊的營業收入增長了37%，達到了幾乎BRL20000萬的歷史最高水平，主要是由於一次性機會。
SaaS板塊的營收在本季度增長了16%，主要受中小企業的推動，與第二季度相比，環比增長了12%。
Business Progress:
業務進展：
Zenvia launched the Zenvia Customer Cloud, a comprehensive customer experience SaaS solution in Latin America, marking a significant transition from CPaaS to a complete SaaS model.
The company is focusing on organic growth, enhancing profitability, reducing leverage, and pursuing an optimal capital structure.
Throughout 2024, Zenvia has focused on controlling G&A expenses and maintaining operational cost efficiency to support EBITDA growth.
Zenvia is actively working on the integration of SaaS solutions and moving towards a full SaaS model with monthly subscriptions.
Zenvia推出了Zenvia Customer Cloud，在拉丁美洲推出了一套全面的客戶體驗SaaS解決方案，標誌着從CPaaS向完整的SaaS模式的重大轉變。
該公司專注於有機增長，提高盈利能力，降低槓桿率，追求最佳資本結構。
在2024年整年，Zenvia專注於控制G&A費用，並保持運營成本效率，以支持EBITDA增長。
Zenvia正在積極推進saas概念的整合，朝着月度訂閱模式的完全saas模式邁進。
Opportunities:
機會：
The launch of Zenvia Customer Cloud creates opportunities for the company to establish a stronger presence in the SaaS market, particularly among SMBs.
Zenvia is expanding its operations outside Brazil, aiming to impact its 2025 results positively.
Continued investment in Zenvia Customer Cloud, including features for ads optimization and customer journey management, strengthens Zenvia's market position and product offerings.
Zenvia Customer Cloud的推出爲公司在saas市場中特別是在中小型企業中建立更強大的存在提供了機會。
Zenvia正在將其業務擴展到巴西以外的地區，旨在積極影響其2025年的業績。
持續投資Zenvia Customer Cloud，包括廣告優化和客戶旅程管理功能，將強化Zenvia在市場上的地位和產品供應。
Risks:
風險：
The competitive environment in the enterprise segment of the SaaS market remains challenging, with new sales performing below expectations, impacting profitability.
There are non-recurring volumes in the CPaaS segment that are not expected in Q4, which might affect quarterly comparisons and overall revenue stability.
saas-雲計算市場企業業務領域的競爭環境仍然具有挑戰性，新銷售業績不及預期，影響盈利能力。
CPaaS領域存在非經常性銷量，在第四季度不符合預期，可能影響季度比較和整體營業收入穩定性。
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。
