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Earnings Call Summary | LivePerson(LPSN.US) Q3 2024 Earnings Conference

Earnings Call Summary | LivePerson(LPSN.US) Q3 2024 Earnings Conference

業績會重點 | LivePerson(LPSN.US) 2024年第三季度業績會
moomoo AI ·  2024/12/30 20:19  · 電話會議

The following is a summary of the LivePerson, Inc. (LPSN) Q3 2024 Earnings Call Transcript:

以下是LivePerson, Inc.(LPSN)2024年第三季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • 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年第三季度收入達到7,420萬美元,超過預期;調整後的息稅折舊攤銷前利潤爲730萬美元。

  • 全年收入預期調整爲3.05億至3.1億美元,息稅折舊攤銷前利潤預期爲1800萬至2300萬美元。

Business Progress:

業務進展:

  • Launched unified omnichannel solution, enhancing partnerships like with Avaya.

  • Introduced AI features, achieving a 14% increase in clients using generative AI.

  • 推出了統一的全渠道解決方案,加強了與Avaya等的合作伙伴關係。

  • 引入了人工智能功能,使用生成式人工智能的客戶數量增長了14%。

Opportunity:

機會:

  • Expanding voice partnerships and generative AI applications across industries.

  • New tiered pricing strategy aimed at securing larger deals, quicker sales.

  • 擴大各行各業的語音合作伙伴關係和生成式 AI 應用程序。

  • 新的分層定價策略旨在確保更大的交易,更快的銷售。

Risk:

風險:

  • Ongoing customer attrition expected to impact revenue into the first half of 2025.

  • Challenges in the current renewal cycle could negatively affect customer retention.

  • 預計持續的客戶流失將影響2025年上半年的收入。

  • 當前續訂週期中的挑戰可能會對客戶留存率產生負面影響。

Financial Performance:

財務業績:

  • 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公佈的收入爲7,420萬美元,超過了其指導區間的最高水平。

  • 第三季度調整後的息稅折舊攤銷前利潤爲730萬美元,也超過了指導區間的最高水平。

  • B20託管服務收入爲6,270萬美元,同比下降27%。

  • 該公司維持其全年收入預期中點,但範圍縮小至3.05億美元至3.1億美元。

  • 全年調整後息稅折舊攤銷前利潤指導中點維持不變,區間縮小至1,800萬美元至2,300萬美元。

  • 預計從2024年第四季度到2025年,收入將連續下降,預計到2025年底實現穩定和增長。

Business Progress:

業務進展:

  • 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 推出了集成數字和語音互動的統一全渠道解決方案,增強了與 Avaya 等公司的戰略合作成果。

  • 繼續利用人工智能進行創新,引入實時通話轉錄和人工智能分析等功能。

  • 實施自助服務門戶,用於 AI 模型定製和增強報告功能。

  • 使用生成式人工智能功能的客戶數量連續增長了14%,人工智能驅動的對話量連續增長了40%。

  • 通過與Avaya的合作,贏得了大量客戶並擴大了合同,包括與財富200強保險公司和一家大型銀行的交易。

Opportunities:

機會:

  • 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.

  • 擴大語音合作伙伴關係,發展不同行業的生成式人工智能應用程序,旨在擴大數字對話解決方案的範圍。

  • 實施新的青銅、白銀和黃金定價策略,從而實現更大的交易和更短的銷售週期。

Risks:

風險:

  • 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.

  • 由於遺留問題和在制定新運營戰略之前做出的客戶續訂決定,預計持續的客戶流失將影響2025年上半年的收入。

  • 在不對客戶保留率產生負面影響的情況下完成當前續訂週期的預期挑戰。

More details: LivePerson IR

更多詳情:LivePerson 投資者關係

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.

小貼士:本文由 AI 生成。無法完全保證內容的準確性。如需更全面的詳情,請訪問投資者關係網站。本文僅供投資者參考,不提供任何指導或建議建議。

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