| --- | --- | --- | --- | --- | --- | |------------------------------|-------|-------|-------|-------|-------| | | | | | | | | | | | | | | | | | | | | W | | Ericsson | | | | | | | Second guarter July 14, 2022 | | | | | | | | | | | | | Second quarter 2022 This presentation contains forward-looking statements. Such statements are based on our current expectations and are subject to risks and uncertainties that could materially affect our business and results. Please read our earnings reports and our most rece ...

Telefonaktiebolaget LM Ericsson (NASDAQ:ERIC) Q2 2022 Earnings Conference Call July 14, 2022 3:00 AM ET Company Participants Peter Nyquist - Vice President & Head of Investor Relations Börje Ekholm - President & Chief Executive Officer Carl Mellander - Senior Vice President, Chief Financial Officer and Head of Group Function Finance & Common Functions Conference Call Participants Francois Bouvignies - UBS Alex Duval - Goldman Sachs Peter Kurt Nielsen - ABG Stefan Slowinski - BNP Paribas Daniel Djurberg - Ha ...

Telefonaktiebolaget LM Ericsson (NASDAQ:ERIC) Q1 2022 Results Conference Call April 14, 2022 3:00 AM ET Company Participants Peter Nyquist - VP, IR Börje Ekholm - CEO Carl Mellander - CFO and Head of Group Function Finance and Common Functions Conference Call Participants Aleksander Peterc - Societe Generale Predrag Savinovic - Carnegie Peter Kurt Nielsen - ABG Sébastien Sztabowicz - Kepler Cheuvreux Francois Bouvignies - UBS Daniel Djurberg - Handelsbanken Alex Duval - Goldman Sachs Peter Nyquist Hello, ev ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Fiscal Year Ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE AC ...

Telefonaktiebolaget LM Ericsson (publ) (NASDAQ:ERIC) Q4 2021 Results Earnings Conference Call January 25, 2022 3:00 AM ET Company Participants Peter Nyquist - Vice President, Investor Relations Börje Ekholm - Chief Executive Officer Carl Mellander - Senior Vice President, Chief Financial Officer and Head of Group Function Finance and Common Functions Conference Call Participants Alexander Duval - Goldman Sachs Aleksander Peterc - Société Générale Dominik Olszewski - Morgan Stanley Francois-Xavier Bouvignies ...

Financial Data and Key Metrics Changes - Consolidated revenue increased 13% to $358 million, driven by a 23% increase in Vonage Communications Platform (VCP) revenue to $288 million, which now represents 80% of consolidated revenue, up from 74% in the prior year [24][29] - Third quarter adjusted EBITDA was $51 million, up $9 million or 22% year-over-year due to higher revenue and improved operating structure within VCP [24][29] - VCP adjusted EBITDA was $5 million, representing a $19 million year-over-year improvement [25][29] Business Line Data and Key Metrics Changes - VCP service revenues were $274 million, representing 25% year-over-year growth, up from 19% in the same quarter a year ago [9][24] - API revenues increased 43% year-over-year to $155 million, driven by strong demand across all key industries and geographies [10][26] - Unified Communications and Contact Center service revenue grew 8% year-over-year to $119 million, with combined cloud product growth of 13% [13][26] Market Data and Key Metrics Changes - Third quarter dollar-based net expansion was 129%, driven by strength in e-commerce, travel, hospitality, logistics, and the social industry [12] - Strong adoption of APIs was noted across various sectors, including fintech, with significant growth in crypto trading platforms and digital lending [12][26] Company Strategy and Development Direction - The company is focused on the convergence of internet, mobility, cloud, and 5G networks to drive digital transformation and intelligent communications [6][20] - The acquisition of Jumper.ai aims to enhance capabilities in conversational commerce, allowing customers to engage with brands through social messaging platforms [8][20] - The company is committed to improving its go-to-market initiatives and expects to accelerate revenue growth to double digits in early 2022 [13][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to deliver on commitments and achieve strong performance in the fourth quarter, expecting to finish 2021 well ahead of original revenue projections [20][22] - The company noted that the demand for virtual engagement continues to grow, emphasizing the need for businesses to digitally transform [21][22] Other Important Information - VCP revenue churn was 0.6% in the third quarter, an improvement of 60 basis points from a year ago [24] - The company ended the third quarter with $447 million of net debt, down $28 million from the previous quarter and $90 million from the prior year [29] Q&A Session Summary Question: What is the long-term outlook for VCP gross margin? - Management indicated that gross margin is expected to stabilize in the mid-40s range, with a focus on scaling and capturing new clients [35][38] Question: How is the API business performing across different regions? - Management reported strong demand across all geographies and verticals, with no specific regions underperforming [39][40] Question: What are the expected impacts of the Jumper.ai acquisition? - The acquisition is anticipated to enhance operational margins over time, with no significant immediate changes expected [50][57] Question: How is the company addressing channel partner relationships? - Management emphasized the importance of building trust with channel partners through improved tools, documentation, and incentives [79][81] Question: How is the company positioned against competitors in the API space? - Management noted improvements in product quality and customer feedback, indicating a growing footprint among larger API customers [70][73]

Third Quarter Earnings Presentation November 4, 2021 Safe Harbor Caution Concerning Forward-Looking Statements Various remarks that the Company makes contain forward-looking statements regarding future financial results, growth, growth priorities or plans, revenues, adjusted EBITDA, churn, seats, lines or accounts, average revenues per customer, cost of communications services, new products and related investment, capital expenditures, and other statements that are not historical facts or information consti ...

Vonage Holdings, Corp. (VG) Q2 2021 Results Conference Call August 5, 2021 8:30 AM ET Company Participants Hunter Blankenbaker - VP, IR Rory Read - CEO Steve Lasher - CFO Jay Bellissimo - COO Conference Call Participants George Sutton - Craig-Hallum Mason Marion - Jefferies Will Power - Robert W. Baird Erik Lapinski - Morgan Stanley James Breen - William Blair Drew Glaeser - JP Morgan Mike Latimore - Northland Capital Markets Catharine Trebnick - Colliers Steve Enders - KeyBanc Noah Herman - Oppenheimer Ope ...

V VONAGE Second Quarter Earnings Presentation August 5, 2021 Safe Harbor Caution Concerning Forward-Looking Statements Various remarks that the Company makes contain forward-looking statements regarding future financial results, growth, growth priorities or plans, revenues, adjusted EBITDA, churn, seats, lines or accounts, average revenues per customer, cost of communications services, new products and related investment, capital expenditures, and other statements that are not historical facts or informatio ...

Financial Data and Key Metrics Changes - Consolidated revenues for Q1 2021 were $333 million, representing a 12% year-over-year growth, with adjusted EBITDA of $48 million, up 24% year-over-year [10][31] - Free cash flow reached $31 million, the highest first-quarter cash flow in over a decade [10] - Total Vonage Communication Platform (VCP) revenues were $255 million, with service revenues increasing 23% year-over-year to $240 million [10][32] Business Line Data and Key Metrics Changes - API revenues increased 47% year-over-year to $126 million, with high-value APIs growing 112% year-over-year [13][34] - Unified Communications (UC) and Contact Center (CC) service revenues were $114 million, up 4% year-over-year [34] - VCP adjusted EBITDA was negative $2 million, improving by $19 million from the previous year [36] Market Data and Key Metrics Changes - VCP revenue churn was 0.5%, down from 0.8% a year ago, indicating improved customer retention [32] - Monthly service revenue per customer increased 23% to $582 from $475 a year ago [32] Company Strategy and Development Direction - The company is focused on accelerating investments in product innovation, go-to-market strategies, and potential acquisitions to drive long-term growth [12][28] - The market opportunity for digital transformation in business communications is expected to exceed $80 billion by 2023 [9] - The Vonage Accelerate initiative aims to enhance partner experience and drive channel growth [19][66] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ongoing digital transformation and the company's positioning to capitalize on market opportunities [6][28] - The company anticipates a return to year-over-year bookings growth in Q2 and expects high single-digit revenue growth in the fourth quarter across the UC and CC product portfolio [20][39] Other Important Information - The company was recognized as a leader in IDC's CPaaS market scape and a major player in IDC's UCaaS marketscape for SMB and enterprise [24] - The company is committed to a customer-first approach, which has been reinforced by positive feedback from partners and customers [25][26] Q&A Session Summary Question: API growth drivers and net expansion - Management noted strong API performance across geographies and industries, with a balanced revenue portfolio contributing to the growth [43][44] Question: CapEx increase and VCP adjusted EBITDA guidance - Management clarified that the increase in CapEx is due to accelerated product development investments, while the adjusted EBITDA guidance reflects ongoing investments in growth [49][50] Question: Durability of API revenue and competitive risks - Management emphasized that API is a usage-based technology with a defensible moat due to the technical implementation required [83] Question: UC and CC growth in the micro SMB segment - Management indicated that efforts to reinvigorate the micro SMB segment are showing positive results, with a strong pipeline and bookings growth expected [93]