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Freightos Limited (CRGO) Q3 2024 Earnings Call Transcript Summary

Freightos Limited (CRGO) Q3 2024 Earnings Call Transcript Summary

Freightos有限公司(CRGO)2024年第三季度業績會備要
富途資訊 ·  11/25 23:52  · 電話會議

The following is a summary of the Freightos Limited (CRGO) Q3 2024 Earnings Call Transcript:

以下是Freightos 有限公司(CRGO)2024年第三季度業績會成績單摘要:

Financial Performance:

財務表現:

  • Freightos reported Q3 revenue of $6.2 million, up 21% year-over-year.

  • Gross margins for Q3 have improved significantly, with IFRS gross margins at 65% from 54.9% the previous year, and non-IFRS gross margins reached 72.7% from 69.5%.

  • Adjusted EBITDA for Q3 improved to negative $2.8 million, outperforming guidance and representing a $1.3 million improvement year-over-year.

  • Freightos報告第三季度營業收入爲620萬美元,同比增長21%。

  • 第三季度毛利率顯著提高,其中IFRS毛利率由去年的54.9%提高至65%,非IFRS毛利率從69.5%增至72.7%。

  • 第三季度調整後的EBITDA改善至負280萬美元,表現超越預期,同比改善130萬美元。

Business Progress:

業務進展:

  • Freightos continues to expand its platform with new carrier additions, including Qantas and Air India.

  • Achieved a 26% increase in transaction volumes, marking the 19th consecutive quarter of record transactions.

  • Enhanced the platform's capabilities through the integration of additional services like trucking, and partnerships with software providers like e2open for embedded Air Cargo pricing and booking.

  • Acquired Shipsta, integrating its freight procurement and tender management solutions, which aligns with digital transformation goals.

  • Freightos繼續擴大其平台,新增航空公司包括澳航和印度航空。

  • 交易量增加26%,標誌着連續19個季度創紀錄交易量的突破。

  • 通過集成額外的服務,如公路運輸,並與軟件提供商合作,如e2open提供嵌入式空運定價和訂艙,增強了平台的功能。

  • 收購了Shipsta,並整合了其貨物採購和招標管理解決方案,這與數字化轉型目標相一致。

Opportunities:

機會:

  • Market conditions, particularly high Air Cargo rates and volumes, as well as elevated ocean rates, continue to drive growth in transaction volumes and gross booking value.

  • Integration with e2open's transportation management systems offers potential for broader penetration in the freight forwarding market.

  • 市場條件,尤其是高空運費率和貨量,以及海洋運價的提高,持續推動交易量和總預訂價值的增長。

  • 與e2open的運輸管理系統集成爲在貨運市場上更廣泛滲透提供了潛力。

Risks:

風險:

  • Transition of the CFO position may pose challenges in financial management and strategic execution in the short term.

  • Current global freight market conditions, including disruptions like the Red Sea crisis, while beneficial presently, could introduce volatility affecting future operations.

  • CFO職位的過渡可能會在短期內對財務管理和戰略執行構成挑戰。

  • 當前的全球貨運市場條件,包括紅海危機等干擾,目前雖然有利,但可能引入波動,影響未來的運營。

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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