Earnings Call Summary | LivePerson(LPSN.US) Q3 2024 Earnings Conference
Earnings Call Summary | LivePerson(LPSN.US) Q3 2024 Earnings Conference
Full-year revenue guidance adjusted to $305-$310 million, with EBITDA guidance at $18-$23 million.The following is a summary of the LivePerson, Inc. (LPSN) Q3 2024 Earnings Call Transcript:
以下是LivePerson, Inc. (LPSN) 2024年第三季度业绩会的摘要：
Financial Performance:
财务表现：
Q3 2024 revenue reached $74.2 million, surpassing guidance; Adjusted EBITDA was $7.3 million.
Full-year revenue guidance adjusted to $305-$310 million, with EBITDA guidance at $18-$23 million.
2024年第三季度营业收入达7420万，超过预期；调整后的 EBITDA 为730万。
全年的营业收入指导调整为305-31000万，EBITDA 指导为18-2300万。
Business Progress:
业务进展：
Launched unified omnichannel solution, enhancing partnerships like with Avaya.
Introduced AI features, achieving a 14% increase in clients using generative AI.
推出统一的全渠道解决方案，增强了与Avaya等公司的合作。
推出人工智能功能，实现了使用生成性人工智能的客户增加14%。
Opportunity:
机会：
Expanding voice partnerships and generative AI applications across industries.
New tiered pricing strategy aimed at securing larger deals, quicker sales.
在各行业扩展语音合作伙伴关系和生成性人工智能应用。
新的分级定价策略旨在确保更大的交易，更快的销售。
Risk:
风险：
Ongoing customer attrition expected to impact revenue into the first half of 2025.
Challenges in the current renewal cycle could negatively affect customer retention.
预计持续的客户流失将影响2025年上半年的营业收入。
当前续约周期中的挑战可能会对客户留存产生负面影响。
Financial Performance:
财务表现：
In Q3 2024, LivePerson reported revenue of $74.2 million, surpassing the high end of their guidance range.
Adjusted EBITDA for Q3 was $7.3 million, also exceeding the high end of the guidance range.
B2B hosted services revenue was $62.7 million, showing a year-over-year decline of 27%.
The company maintains its full-year revenue guidance midpoint but narrows the range to $305 million to $310 million.
Full-year Adjusted EBITDA guidance midpoint is maintained, with the range narrowed to $18 million to $23 million.
Anticipated sequential revenue decline through Q4 2024 into 2025, with expected stabilization and growth by the end of 2025.
在2024年第三季度，LivePerson报告的营业收入为7420万，超过了其指导区间的高端。
第三季度的调整后EBITDA为730万，也超过了指导区间的高端。
B20亿托管服务营业收入为6270万美元，较去年同期下降27%。
公司维持全年营业收入预测中点，但将区间缩小至30500万美元至31000万美元。
全年调整后EBITDA预测中点保持不变，区间缩小至1800万美元至2300万美元。
预计2024年第四季度到2025年间营业收入将持续下降，预计到2025年底将实现稳定和增长。
Business Progress:
业务进展：
LivePerson unveiled a unified omnichannel solution integrating digital and voice interactions, enhancing strategic partnership outcomes with companies like Avaya.
Continued to innovate with AI, introducing features like real-time call transcription and AI-powered analytics.
Implementation of a self-service portal for AI model customization and enhanced reporting capabilities.
Recorded a 14% sequential increase in clients using generative AI capabilities and a 40% increase in AI-driven conversations.
Achieved significant client wins and contract expansions including deals with Fortune 200 insurers and a major bank through its partnership with Avaya.
LivePerson推出了一种统一的全渠道解决方案，整合数字和语音交互，增强与Avaya等公司的策略合作成果。
继续在人工智能领域创新，推出实时通话转录和人工智能驱动的分析等功能。
实施自助服务门户以进行人工智能模型定制和增强报告能力。
使用生成性人工智能能力的客户同比增长14%，人工智能驱动的对话增加40%。
通过与Avaya的合作，实现了与财富200强保险公司和一家大型银行的重大客户胜利和合同扩展。
Opportunities:
机会：
Expansion of voice partnerships and the growth of generative AI applications across different industries, aiming to broaden the spectrum of digital conversation solutions.
Implementation of a new bronze, silver, and gold pricing strategy leading to larger deals and shorter sales cycles.
扩大语音合作伙伴关系并推动生成性人工智能应用在不同行业的增长，旨在拓宽数字对话解决方案的范围。
实施新的青铜、白银和黄金定价策略，导致更大交易和更短的销售周期。
Risks:
风险：
Expected ongoing customer attrition affecting revenue in the first half of 2025, due to legacy issues and customer renewal decisions made prior to new operational strategies.
Anticipated challenges in completing the current renewal cycle without impacting customer retention negatively.
预计2025年上半年由于遗留问题和在新运营策略之前做出的客户续约决策，会影响营业收入的客户流失持续存在。
预计在不对客户保留产生负面影响的情况下完成当前续约周期将面临的挑战。
More details: LivePerson IR
更多细节：LivePerson 投资者关系
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：本文由人工智能生成。内容的准确性无法得到完全保证。有关更全面的细节，请参考投资者关系网站。本文仅供投资者参考，不构成任何指导或建议。
