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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年第二季度業績會簡報摘要
moomoo AI ·  08/19 22:59  · 電話會議

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年第二季度業績會的簡要摘要:

Financial Performance:

金融業績:

  • 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有限公司報告2024年第二季度營業收入570萬美元,同比2023年第二季度增長11%。

  • 毛額預訂價值達20340萬美元,同比去年增長31%。

  • 非IFRS毛利率達72%,比去年提高了7個百分點,受規模經濟和流程自動化驅動。

  • 調整後的EBITDA虧損比上年減少了200萬美元以上。

Business Progress:

業務進展:

  • 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成功收購了Shipsta,這是一家專門管理長期貨運採購招標和談判的公司。

  • 擴大平台網絡的售賣方至51家承運人,並將獨特買家用戶增加了16%。

  • 爲貨運預訂推出了新的定期預訂和保險功能。

  • 通過7LFreight在美國卡車預訂方面取得進展,並在亞洲等關鍵市場擴大業務,儘管如紅海危機等暫時性挑戰。

Opportunities:

機會:

  • 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.

  • 收購Shipsta爲交叉銷售提供了顯着機會,也有可能將現貨和合同定價採購融合在一起,解決貨運市場的大部分問題。

  • 繼續擴大亞洲市場,與新航空公司夥伴合作,並根據市場需求調整服務,如處理危險品和溫控貨物。

  • 擴大平台在美國卡車運輸行業的能力和覆蓋範圍,爲空運服務提供補充。

Risks:

風險:

  • 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.

  • 新航空公司內部IT項目推出服務的延遲對交易增長構成暫時性挑戰。

  • 市場價格的下降和紅海危機造成的持續干擾使貨運操作複雜化,可能會影響未來的交易量。

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。文章內容的準確性無法完全保證。有關更全面的詳細信息,請參閱IR網站。本文只是爲投資者提供參考,沒有任何指導或推薦建議。

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