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Earnings Call Summary | TECSYS INC(TCYSF.US) Q2 2025 Earnings Conference

Earnings Call Summary | TECSYS INC(TCYSF.US) Q2 2025 Earnings Conference

業績會總結 | TECSYS INC(TCYSF.US) 2025年第二季度業績會
富途資訊 ·  12/06 02:38  · 電話會議

The following is a summary of the Tecsys Inc. (TCYSF) Q2 2025 Earnings Call Transcript:

以下是Tecsys Inc.(TCYSF)2025年第二季度業績會的摘要:

Financial Performance:

財務表現:

  • Tecsys Inc. reported a significant year-over-year SaaS revenue growth of 34%, reaching $16.1 million in Q2.

  • Gross margin improved to 48%, up from 44% in the same period last year, primarily due to increasing SaaS margins and Professional Services strength.

  • Net profit for the quarter was $758,000, a turnaround from a net loss of $340,000 in the corresponding quarter of the previous year.

  • Adjusted EBITDA was $2.9 million in Q2, compared to $1.0 million in Q2 of the previous year.

  • Tecsys Inc.報告了34%的營業收入同比增長,在第二季度達到了1610萬美金。

  • 毛利率改善至48%,高於去年同期的44%,主要得益於saas概念毛利率的提升和專業服務的強勁表現。

  • 本季度淨利潤爲758,000美金,扭轉了去年同期340,000美金的淨虧損。

  • 調整後的EBITDA在第二季度爲290萬美金,而去年第二季度爲100萬美金。

Business Progress:

業務進展:

  • Achieved annual recurring revenue of $100 million and SaaS RPO surpassing $200 million, indicating robust business health and solid foundation.

  • Launched version 24.2 of the Elite product, enhancing data utilization for client solutions.

  • Extended market reach and presence through partnerships with firms like Locus Robotics and inclusion in the Shopify App Store.

  • Conducted successful industry-specific engagements, such as the Pharmacy Summit, and secured significant market recognitions like the 2024 WMS Technology Value Matrix.

  • 實現年常規營業收入10000萬,saas概念RPO超過20000萬,表明業務健康強勁,基礎穩固。

  • 推出Elite產品的24.2版本,以提高客戶解決方案的數據利用率。

  • 通過與Locus Robotics等公司的合作關係以及在shopify應用商店中的參與,擴大市場覆蓋和影響力。

  • 開展了成功的行業特定活動,例如藥店峯會,並獲得了2024年WMS科技價值矩陣等重要市場認可。

Opportunities:

機會:

  • Continued expansion in healthcare and pharmacy sectors, with a strong pipeline indicating high buyer intent and potential for substantial growth.

  • Strategic partnership approach aimed at enhancing scalability and tapping into new market opportunities globally.

  • Introduction of innovative SaaS solutions targeting specific use cases to foster essential business operations.

  • 在醫療保健和藥品行業持續擴展,強大的客戶意向表明有巨大的增長潛力。

  • 戰略合作伙伴關係旨在提高可擴展性,發掘全球新的市場機會。

  • 推出創新的saas概念解決方案,以針對特定用例促進關鍵業務運營。

Risks:

風險:

  • Potential disruptions in general distribution markets due to evolving tariffs and geopolitical shifts may impact sub-segments of the business.

  • 由於關稅和地緣政治變動,整體分銷市場可能出現潛在干擾,這可能會影響業務的子部門。

More details: TECSYS INC IR

更多詳情:TECSYS INC IR

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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