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Freightos Limited (CRGO) Q2 2024 Earnings Call Transcript Summary

Freightos Limited (CRGO) Q2 2024 Earnings Call Transcript Summary

Freightos有限公司(CRGO)2024年第二季度业绩会简报摘要
moomoo AI ·  08/19 10:59  · 电话会议

The following is a summary of the Freightos Limited (CRGO) Q2 2024 Earnings Call Transcript:

以下是Freightos有限公司(CRGO)2024年第二季度业绩会的简要摘要:

Financial Performance:

金融业绩:

  • Freightos Limited reported Q2 2024 revenue of $5.7 million, up 11% compared to Q2 of 2023.

  • Gross booking value reached $203.4 million, a 31% increase year-over-year.

  • Non-IFRS gross margins rose to 72%, up 7 percentage points from last year, driven by economies of scale and process automation.

  • Adjusted EBITDA loss improved by over $2 million from the previous year.

  • Freightos有限公司报告2024年第二季度营业收入570万美元,同比2023年第二季度增长11%。

  • 毛额预订价值达20340万美元,同比去年增长31%。

  • 非IFRS毛利率达72%,比去年提高了7个百分点,受规模经济和流程自动化驱动。

  • 调整后的EBITDA亏损比上年减少了200万美元以上。

Business Progress:

业务进展:

  • Freightos successfully acquired Shipsta, a company specializing in managing tender bidding and negotiation for long-term freight procurement.

  • Expanded the sell-side of the platform network to 51 carriers and grew unique buyer users by 16%.

  • Launched new features for recurring bookings and insurance on freight bookings.

  • Making progress in U.S. trucking bookings via 7LFreight and expanding in key markets like Asia despite temporary challenges such as the Red Sea crisis.

  • Freightos成功收购了Shipsta,这是一家专门管理长期货运采购招标和谈判的公司。

  • 扩大平台网络的售卖方至51家承运人,并将独特买家用户增加了16%。

  • 为货运预订推出了新的定期预订和保险功能。

  • 通过7LFreight在美国卡车预订方面取得进展,并在亚洲等关键市场扩大业务,尽管如红海危机等暂时性挑战。

Opportunities:

机会:

  • The acquisition of Shipsta opens significant cross-sell opportunities and a potential to integrate spot and contract rate procurement, addressing a large portion of the freight market.

  • Continuing to expand into Asian markets with new airline partners and adapting services to align with market demands like the handling of dangerous goods and temperature-controlled shipments.

  • Growing the platform's capabilities and reach in the U.S. trucking sector complementing air freight services.

  • 收购Shipsta为交叉销售提供了显着机会,也有可能将现货和合同定价采购融合在一起,解决货运市场的大部分问题。

  • 继续扩大亚洲市场,与新航空公司伙伴合作,并根据市场需求调整服务,如处理危险品和温控货物。

  • 扩大平台在美国卡车运输行业的能力和覆盖范围,为空运服务提供补充。

Risks:

风险:

  • Delays in new airlines rolling out services due to internal IT projects pose a temporary challenge to transaction growth.

  • Softening market prices and ongoing disruptions in Asia due to the Red Sea crisis complicate freight operations and might affect future transaction volumes.

  • 新航空公司内部IT项目推出服务的延迟对交易增长构成暂时性挑战。

  • 市场价格的下降和红海危机造成的持续干扰使货运操作复杂化,可能会影响未来的交易量。

Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. 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:本文由AI生成。文章内容的准确性无法完全保证。有关更全面的详细信息,请参阅IR网站。本文只是为投资者提供参考,没有任何指导或推荐建议。

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